Hassan Choudry
Finance & Operations Analyst
Summary
A proactive and results-oriented finance professional with 6+ years of experience within Operations, Investment finance, Account management, Client relationship management and Data analysis. A performance-focused individual who has consistently produced improved internal practices which have directly driven enhanced efficiencies and delivery of high standards of service, now seeking a challenging role to drive productivity, streamline processes, and contribute to the success of a leading institution.
Overview
8
8
years of professional experience
6
6
years of post-secondary education
Work History
Finance & Operations Analyst
Palm Real Estate
10.2023 - Current
- Spearheaded the monthly, quarterly, and annual financial reporting processes, enhancing report accuracy by 15%. Utilised advanced Excel functions to analyse revenue streams and cost-centers, identifying trends and advising on potential investment opportunities and areas for cost reduction.
- Helped prepare the annual budget preparation and regular forecasting exercises, closely collaborating with department heads to align financial forecasts with strategic objectives. Improved forecast accuracy by 20% through the introduction of a new, dynamic forecasting model.
- Conducted comprehensive process reviews across key operational areas, successfully identifying inefficiencies and implementing streamlined processes that reduced financial processing times by 25% and costs by 10%.
- Acted as the key finance contact for cross-departmental projects, ensuring seamless communication between the finance department and other operational teams. Enhanced inter-departmental relationships, improving project outcomes and operational efficiency.
- Ensured compliance with financial regulations and internal policies, effectively managing risks and safeguarding company assets. Played a pivotal role in the successful passing of all external audits during tenure.
- Took a lead role in the selection and implementation of a new financial management software system, which resulted in a 40% reduction in financial reporting time and increased data accuracy.
- Designed and delivered training programs on financial analysis and budget management for non-finance managers, significantly increasing financial literacy across the company.
Accounts & Operations Manager
Moore Kingston Smith Ltd
1 2020 - 8 2023
- Coordinate with cross-functional teams to onboard new clients and facilitate smooth transitions of accounts in accordance with the agreed service and FCA compliance regulations throughout the firm
- Developed the overall life cycle of transacted business and responsible for improving business processes and providing guidance and training to colleagues and management
- This has led to a significant reduction of errors and omissions
- Successfully led the delivery and implementation of a new trading systems, back-office systems and processes, as well as delivering user training and routine support to enhance system efficiency
- Created and developed business MI and financial reports for key stakeholder meetings and external audits on behalf of Partners and Directors resulting in key management and strategic decisions for the organisation
- Also responsible for generating aged debt and reconciliation of fees reports which helped identify over £70K in additional fees
- Engineered and executed strategic initiatives to enhance client relationships, establishing rapport with industry giants and HNW individuals, leading to increased business acquisition and revenue growth
- Handling client expectations and resolving client queries, taking appropriate actions and delegation of duties in a timely and effective manner, thus significantly improving greater client satisfaction and a reduction in client complaints or E&O's
- Accountable for daily, weekly and quarterly data maintenance in internal systems, ensuring data is timely and accurate, which has substantially assisted the business, providing insights into operational performance and risk exposure
- Established new business processes and implemented process improvements to enhance operational efficiency, resulting in a 40% reduction in administration and settlement errors
- Competent with trading systems and back-office processes, including experience in system implementation, user training, and support
- Managing and developing the Firms own designated compliance procedures guided by FCA rules
- Auditing AML checks and monitoring, due diligence carried out on clients and businesses which reduced risk to the business and improved business efficiency.
Client Relationship Manager
Jarrovian Wealth Ltd
05.2018 - 08.2019
- Provided seamless and smooth services to professional and high net worth clients on a daily basis in accordance to FCA and Mifid II regulations
- Communicated and built client relationships on a daily basis using various mediums, namely through email, phone and face-to-face meetings
- Maintained KPI client satisfaction of above 95% and continuously built processes to improve client journeys and outcomes using technology and brainstorming innovative ideas
- Coordinated and collaborated with the middle/front office and conducted frequent interactions to gain a clear understanding of the operational risk and ensured timely and accurate resolution of any trade discrepancies with a monthly comprehensive analysis of the risks on various deals with senior management
- Actively proposed new products and services to clients creating upsell and cross sell opportunities
- Conducted KYC and AML checks on all new clients and ensured compliance department approval are met ensuring swift retainer
- Proficiently competent in executing payment process, SWIFT, BACS, CHAPS and account receivable.
Client Services Specialist
Metro Bank plc.
02.2018 - 05.2018
- Always delivered a high standard of customer service whilst also managing a busy workload
- This was done by allocating time between client calls to manage and complete ad-hoc tasks that were allocated
- Continuously operated systems like T24, CRM and USD, while resolving a variety of queries such as transfers, account management and banking processes
- Efficiently communicated with customers, banking staff and external suppliers simultaneously, to ensure smooth interactions for customer convenience
- Identified and implemented innovative procedures to exceed customer expectations and further assist colleagues to execute a unified working space
- An example of this would be when we identified an unnecessary break in the processes of transactions which was fed back to my seniors
- This in turn, sped up the transaction processes and improved client satisfaction.
Financial Administrator
Alexander Shaw Solicitors
02.2016 - 02.2018
- Identified and explained to businesses how to increase profitability by way of various marketing techniques
- Updated the sales, purchase and nominal ledgers as required, as well wrote cheque payments to pay suppliers
- Raised sales invoices, credit notes, customer's monthly statements and allocation of sales receipts against customers' accounts on Excel spread sheets and incorporated good credit control
- Processed purchase invoices, supplier's statements reconciliation, suppliers invoice queries and purchased orders all using Excel spread sheets
- Reviewed and cleared suspense account and ensured accountability for all transactions.
Education
Bachelor's Degree - BA (Hons) Accounting & Finance - 2.1 class ( obtained) -
University of Hertfordshire
Hatfield, UK 09.2014 - 05.2017
A-Levels (2014): Business & Double ICT (AAB) - undefined
Kingsbury High School
London, UK 09.2010 - 05.2014
Skills
Other Skills
Computer literate in using both Mac and Microsoft packages. Advance User in Microsoft 365, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Teams, Zoom and Outlook, Experienced in using Financial and Banking CRM back-office systems, ID Verification (AML Checking) & Due Diligence Tools (ID3 Global, Smart Search), English, Urdu, Punjabi
Timeline
Finance & Operations Analyst
Palm Real Estate
10.2023 - Current
Client Relationship Manager
Jarrovian Wealth Ltd
05.2018 - 08.2019
Client Services Specialist
Metro Bank plc.
02.2018 - 05.2018
Financial Administrator
Alexander Shaw Solicitors
02.2016 - 02.2018
Bachelor's Degree - BA (Hons) Accounting & Finance - 2.1 class ( obtained) -
University of Hertfordshire
09.2014 - 05.2017
A-Levels (2014): Business & Double ICT (AAB) - undefined
Kingsbury High School
09.2010 - 05.2014
Accounts & Operations Manager
Moore Kingston Smith Ltd
1 2020 - 8 2023
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