Bharat Khiara

Reporting: Finance and Investor Relations Executive; team: four subordinates inclusive of one in the store office.

• Collaborated with project managers across 12 portfolio companies to refine the chart of accounts, activity reporting, and trading processes, resulting in improved turnaround times for financial operations.
• Negotiated critical contract terms, securing favorable conditions for funding with Virtuzone and leasing agreements with Meraas Holding for food truck operations, thereby optimizing operational costs.
• Enforced norms on employee expense claims and attendance in back-office; initiated meetings with software vendors for a centralized open-source system with required capabilities.
• Improved financial reporting accuracy by streamlining processes and implementing automated systems.
• Facilitated cross-departmental collaboration, which helped develop and implement financial performance metrics, leading to improved transparency and accountability.
• Promoted effective use of software tools and process improvements that mitigated loss and drove operational growth.

Reporting: Operations Supervisor; certain matters to Chief Operations Officer and Finance Assistant Vice President

Reason for leaving - frequent long hours due to manual processes, and slow change to revamp systems.

• Net asset value (NAV) daily reporting for its main funds (UAE and MENA Equity Fund - valuation AED 125-150 million) that supported investment decisions; detailed analysis of key elements in weekly fund reports drafted by external administrators.
• Processed a diverse range of financial trades and corporate actions, ensuring accuracy in monthly holdings reconciliations against market statements.
• Managed cash flow coordination for 6-8 portfolio accounts, executing daily reconciliations and multi-currency transactions that supported consistent fund performance and met reporting deadlines.
• Interfaces to ensure deliverables of monthly electronic client statements by business day 4, with activity reports (funds and portfolio position) by week 2 for the holding company—Dubai Investments.
• Offshore entity records management: organized, sorted and archived constitutional documents with respective registrars for about 25 entities registered in the DIFC, Mauritius, Cayman Islands, and the British Virgin Islands.

At Dagaz HR:

Reported to the resident Managing Director. This was a project-based role, working both remote and on-site into client support. Deployed Harrison assessments with relevant analysis, execution and delivery of related short-tenure HR projects.

At Dawaam (previous Premier EOS Management LLC), career progression:

Senior Researcher and Administrative Manager: March 2015 to Feb. 2016 | Researcher: April 2013 to Feb. 2015
Reporting: Chief Executive Officer, frequent coordination with the Operations Manager and part-time Accountant

• Led the implementation of Bullhorn CRM for three weeks as project lead, working closely with the CEO. Coordinated with developers on phased implementation, customized dashboards, and ensured records synchronization with OneDrive. Provided support to end-users during live training and testing.
• Hired six new employees and three interns; also mentored two interns through hands-on training and personal development exercises.
• Assisted the company accountant with incentive recalculations and monthly payroll processing. Tracked monthly receivables using debtors' aging reports and ensured timely follow-up on collections.
• Maintained logs to manage relationships with most vendors, including contracts for office rental, licensing, utilities, local courier services, and staff insurance. This ensured value for money and adherence to the office budget.