Sameer Notta Email & Phone Number

United States

Skokie, Il, Us

Lake Forest, Illinois, Us

• Responsible to manage business and finance operations, including budget development, forecasting, and the appropriations and tax levy process• Assist in collecting and analyzing financial metrics to inform service decisions and strategic plan implementation• Identify and implement operational improvements in Business Office areas of responsibility• Assist in creation and maintenance of a Financial/Business Operations Manual• Participate in preparation and management of RFP and other competitive bid gathering• Prepare bank and end-of the month deposits for library and city finance department including regular monthly and other board reports• Assist in preparation for annual accounting audit• Responsible for required publication of notices, legal postings, and filing requirements under federal, state, and local law• Prepare and maintain purchase orders and W9 forms, interact with vendors and maintain vendor files, including contract contacts and remittance information

• Process account receivables and account payables, including bills, payroll reimbursements, contributions and purchases• Prepare and review bank statements for monthly reconciliations• Prepare monthly financial reports and variance analysis for treasurer, trustees and all church ministries for review• Liaise with treasurers, trustee and ministry heads to prepare annual budget including submission forms and YTD report • Analyze and maintain adequate system of accounting records and comprehensive set of controls

Dealer for two major cement brands in Pakistan with clientele of over 250, including wholesalers and retailers• Successfully led team of 17 employees and supervised financial restructuring and implementation of new sales model, resulting in streamlined financial and sales processes within minimal time.• Managed overall company’s financial health to proactively identify potential issues, evaluated and recommended strategies to mitigate risks which led to drive in business growth• Drove 17% improvement in operating cash flow between 2017 and 2019 by strategically reconstructing credit limit with manufacturers and decreasing inventory on hand, thus improving inventory turnover and purchasing power• Lead transparency initiative with clients by disseminating customized monthly reports and streamlining newly launched commission model expediting commissions distribution to the clients• Lead risk analysis to gauge risk associated with existing financial investments and developed course of actions to mitigate those risks, alongside setting future financial goals, and identifying potential investment opportunities• Oversaw monetary markets to monitor investment holdings and new financing opportunities along with developing strategies and practices to mitigate financial risk associated with market volatility

• Developed an annual budget of $18.2 Million and provided monthly analytics by monitoring key performance indicators (KPI) in order to identify deviations from forecasted annual budget• Reviewed and made decisions in monthly financial closing by monitoring account activity and analyzing balance sheet accounts ensuring all financial transactions were recorded accurately in conformity with accounting principles, and resolved discrepancies• Managed the finance department in areas of payroll, accounts receivable and accounts payable including state and federal government reporting requirements.Special Projects: o Directed and implemented new cloud based ERP system that consolidated 2 different applications, resulting in improved business efficiency in invoicing and reporting and leading to increase in annual revenue by $6 Million.o Successfully implemented strategy which reduced 12% in freight cost by introducing the concept of distribution center rather than factory to retailerso Developed procedures to prepare business units for audit resulting in improved audit compliance

Karachi, Sindh, Pk

• Performed audits for various branches covering departments including Current Deposit/Saving of Bank, Cash, Term Deposits, Clearing, General Administration, Remittance (Local/Foreign) and IT• Created monthly audit plans by deploying resources to increase utilization rate from 74% to 82% within one year Special Projects: o Assisted in special reconciling assignments for HBL Nostro accounts in 5 different countrieso Effectively led Know Your Customer (KYC) project by maintaining customer records based on regulatory compliance policies issued by State Bank of Pakistan to mitigate ongoing Money Laundering risk

Master Of Science (Msc), International Economics Banking & Finance

Bachelor Of Science (Bs), Economics And Finance