Yara Dagher, Cfa, Frm Email & Phone Number

Beirut, Lebanon

Beirut, Lebanon

· Build International Spending Reports· Monitor Stakeholder’s Transfers· Validate Fresh Payments to be made to BA’s stakeholders· Report ATM Interactions· Forecast and monitor Cards Profitability· Build Digital Transactions summary report to be submitted to the Board· Submit Contact Center quarterly figures to the Board· Develop/automate Weekly and monthly Performance reports for Contact Center from the recently developed tools· Develop/automate Contact Center agents and seniors Score card· Card Related ad hoc data requests· Capacity and Staffing Models for related departments

Lebanon

• Monitor major day to day activities and financial transactions that hold a significant risk to the bank's operations derived from Digital Banking Channels (Cards support unit, Call Center, Audi Online Application, ATMs & ITMs). • Create detectable tools and reports engineered to reduce abusive usage of credit and debit cards.• Detect violations of new regulations adopted by the bank due to current economic situation.• Monitor, reconcile, and analyze components of DBD's vital invoice charged on a monthly basis by the bank’s key stakeholders.• Build a solid financial model and conduct a feasibility study for selective projects taken by the Digital Banking Management team.

Beirut District, Lebanon

• Worked with institutional and individual investors to plan for their financial futures by offering information and guidance on topics that include taxes, investments, and insurance decisions.• Designed financial strategies and oversaw the financial planning and management of portfolios.• Tracked financial markets, general economic conditions, and new financial products daily, and read professional and technical publications to trade financial securities on behalf of clients through research and data analysis. Also, assisted the investment analyst in valuating financial securities.• Evaluated clients’ portfolio performance periodically to compile with their updated IPS.• Monitored financial procedures and ensured compliance with the law.• Initiated and handled a unit in charge of implementing the policies related to “The principles of Banking and Financial Operations with Customers.”

Lebanon, Badaro

• Closed sales opportunities and advised clients on investment strategies related to OMT service's foreign exchange and international payment services.• Built and maintained strategic business relationships with existing and prospective clients; ensured customer loyalty and retention programs are followed.• Monitored accounts performance and activities by following up on clients' frequency of transactions.• Promoted and cross sold OMT service's foreign exchange facilities.• Researched and analyzed clients' business objectives, identified their foreign exchange and international payment requirements and designed benefits-based solutions and action plan demonstrating how OMT service "Western Union Business Solution" can meet client needs.• Carried out Forex rate surveys and set exchange rates based on market performance.• Assisted in developing & implementing Western Union Business Solution’s policies, and procedures.• Prepared periodic reports on Fx trading, Fx operations, and accounts' performance.

Lebanon

• Sold Fx and structured products trading platform to both new and existing clients.• Structured hedging strategies and provided pricing solution to meet corporate clients' needs.• Maintained a portfolio of clients as per assigned mandate. Called and met clients regularly for business liaison, advised them about the market's expected Fx and interest rate movements, and discussed with them their hedging requirements.• Published financial market content on various social media platforms to increase engagement.• Provided customers with Fx rates and executed the deals either directly or through inter-bank dealer.• Established, followed, and maintained customers Fx limits on transaction basis.

Down Town

Ain El Mreisseh

• Performed an overall analytical review of financial statements.• Investigated Cash flow variations.• Assessed overall performance: profit and loss, investments.• Worked as part of professional teams on simultaneous auditing jobs using Case Ware.• Conducted tests and analyzed results.

Bachelor Of Business Administration, Financial Engineering

Activities and Societies: Debate TeamSpecialized in all kind of financial securities' (stocks, bonds, and derivatives) valuation.

Lebanese Baccalaureate, Socio-Economics

Activities and Societies: Community work