Umer Sami Email & Phone Number

Karāchi, Sindh, Pakistan

At Smartbenefits, I am heading the overall finance function which includes planning, implementation, monitoring and management of all the finance related activities of the corporation.

Karāchi, Sindh, Pakistan

Karāchi, Sindh, Pakistan

• Maintained records of data and documents of the newly incorporated company.• Collaborated with the CFO for the preparation of Financial Statements and Bank Reconciliation Statement of the company.• Prepared payment approval requests which were to be sent to CEO and CFO for approval.• Coordinated with Admin Head for various admin and procurement related tasks.

Meezan House, Karachi

• Prepared financial spreads of the customers on the basis of their financial statements.• Analysed current financial position of the customers on the basis on their financial statements and other economic and non-economic factors.• Worked on the BIRs (Basic Information Report) of the customers.• Prepared the Financing Proposals for the customers, specifying the financing facilities to be offered to them, their limits and any of the waivers/ exceptions/ deferrals if necessary.• Calculated ICRR of the customers on the basis of their current financial position.• Prepared Offer Letters for the customers which consist of financing facilities being offered to them.• Maintained and reviewed files of the customers for the FY’17, which were to be sent for internal audit.• Collaborated with the risk department for the making of Sanction Advice.• Assisted the relationship managers in the approval of several documents from other departments. • Gained insights about the Islamic Banking products and Prudential Banking Regulations.• Visited the factory of Alkaram Textile Mills, one of the biggest corporate clients of Meezan Bank Limited, for the understanding of their factory processes and business cycle.

Bachelor Of Science (B.S.), Accounting And Finance

Cfa Level I, Finance

Cleared CFA Level I with score above 90th percentile.