Omar Qureshi Email & Phone Number

Saudi Arabia

Winnipeg, Manitoba, Canada

As a Relationship Manager at EDC, I manage a mid-market exporters portfolio with revenues ranging from $10 million to $50 million in Manitoba. I actively contribute to exporter’s growth by strategically implementing international trade initiatives. I view my position as playing a part in contributing to Canada's success by assisting local businesses in seizing global opportunities, enhancing trade knowledge and connections, and diversifying to export markets.

Winnipeg, Manitoba, Canada

•Supporting ~CAD450MM corporate loan portfolio.•Performing in-depth financial statement analysis with a high degree of attention to detail and accuracy including trend analysis, peer comparison, and key ratios analysis (profitability, leverage, coverage, and liquidity) to assess company cash flows and performance trends, as well as to flag potential financial risks.•Conducting internal credit risk ratings of corporate clients, which include analyzing… Show more •Supporting ~CAD450MM corporate loan portfolio.•Performing in-depth financial statement analysis with a high degree of attention to detail and accuracy including trend analysis, peer comparison, and key ratios analysis (profitability, leverage, coverage, and liquidity) to assess company cash flows and performance trends, as well as to flag potential financial risks.•Conducting internal credit risk ratings of corporate clients, which include analyzing geographic, macroeconomic environments, competitive positioning, customer concentration analysis, etc., to understand the complexity of transactions and related credit, market, operational, management, and legal/compliance risks.•Monitoring a wide variety of credit products, including revolving credit facilities, bridge financing, and asset-backed securities, and assess corporate clients’ competitiveness and ability to repay.•Preparing timely credit applications and promoting cooperation and strong professional working relationships with different stakeholders to support the credit application process.•Actively identify cross-selling opportunities and collaborate with internal partners in bringing together proposals to prospective clients. Show less

Winnipeg, Manitoba, Canada

•Supported ~CAD70MM commercial loan portfolio. •Participated in a wide range of activities including research, client reviews, and assisting with financial proposals. •Performed credit analysis including fundamental financial statement analysis and risk assessment. •Created financial models for forecasting client portfolios’ financial performance and banking needs. •Prepared written credit presentations, assisted with marketing pitches, reviewed credit… Show more •Supported ~CAD70MM commercial loan portfolio. •Participated in a wide range of activities including research, client reviews, and assisting with financial proposals. •Performed credit analysis including fundamental financial statement analysis and risk assessment. •Created financial models for forecasting client portfolios’ financial performance and banking needs. •Prepared written credit presentations, assisted with marketing pitches, reviewed credit agreements, developed client relationships, identified cross-selling opportunities, prepared industry reports, and maintained bank compliance. Show less

Winnipeg, Manitoba, Canada

•Provided financial advice on investments, mortgages, loans, lines of credit, retirement, and tax-free accounts. •Leveraged Customer Relationship Management (CRM) tools to identify potential opportunities and made recommendations based on clients’ life stages, personal goals, and financial goals.•Assisted clients with building net worth by restructuring their debts and encouraging savings habits by setting up investment plans. •Ranked amongst the top FSRs at my branch… Show more •Provided financial advice on investments, mortgages, loans, lines of credit, retirement, and tax-free accounts. •Leveraged Customer Relationship Management (CRM) tools to identify potential opportunities and made recommendations based on clients’ life stages, personal goals, and financial goals.•Assisted clients with building net worth by restructuring their debts and encouraging savings habits by setting up investment plans. •Ranked amongst the top FSRs at my branch for exceeding annual revenue targets by 20%. •Demonstrated leadership by taking the initiative to train new staff members on day-to-day banking transactions, banking operations, and customer service best practices. •Assisted with monthly, quarterly, and yearly audit preparations. Show less

Winnipeg, Manitoba, Canada

•Completed full cycle of accounting from analyzing, and journalizing transactions to closing general ledger accounts (income/expenses).•Utilized QuickBooks to create invoices for customers, recorded bills for vendors, prepared reconciliations for different ledger accounts, completed GST/PST remittance, and prepared all applicable documents for external accountants. •Provided input in the rollout of a new purchase order system, reducing turnaround time by 5 days a month. This… Show more •Completed full cycle of accounting from analyzing, and journalizing transactions to closing general ledger accounts (income/expenses).•Utilized QuickBooks to create invoices for customers, recorded bills for vendors, prepared reconciliations for different ledger accounts, completed GST/PST remittance, and prepared all applicable documents for external accountants. •Provided input in the rollout of a new purchase order system, reducing turnaround time by 5 days a month. This enabled management to analyze expenditure more quickly and resulted in staff productivity in other areas. Show less