Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic
Talal Abdalla, ICWIM

Talal Abdalla, ICWIM

Abu Dhabi,

Overview

4
4
years of professional experience
1
1
Certification

Work History

Financial Analyst

MA International Consulting
07.2023 - Current
  • Conducted in-depth financial analysis for multiple clients, including budgeting, forecasting, and profitability analysis,
  • Improved financial reporting for better decision-making with clear, concise analysis and presentation.
  • Researched macroeconomic, industry and company-specific data to inform investment decisions.
  • Trained junior analysts on best practices in financial modeling, contributing to a stronger overall team performance.

Finance & Operations Officer

Bin Hattab Group
05.2022 - 07.2023
  • Supported the preparation and monitoring of budgets
  • Recorded financial transactions and maintained accurate financial records
  • Prepared and presented financial reports to senior management, including monthly and quarterly statements
  • Optimized cash flow management, ensuring timely payment of invoices

Junior Financial Analyst (FP&A)

First Imex
09.2020 - 03.2022
  • Helped in creating and calculating quarterly financial statements (P&L, Cashflow Statement)
  • Analyzed P&L by calculating ratios (profit margins, quarter-on-quarter changes).

Education

Master's Banking And FinTech (Expected)

The London Institute of Banking And Finance (LIBF)
08.2025

Bachelor in Business And Finance -

Cardiff Metropolitan University
07.2020

Skills

  • Financial Modeling (Building financial models from scratch, forecasting financial statements, sensitivity and scenario analysis, preparing pro forma financial statements)
  • Valuation Techniques (Discounted Cash Flow DCF valuation, Comparable company analysis (Comps), Precedent transaction analysis)
  • Financial Analysis (Vertical and Horizontal Income Statement Analysis, Balance Sheet Ratio Analysis, Cashflow Statement Ratio Analysis)
  • Industry and Company Analysis (Conducting market research, performing SWOT analysis, analyzing competitive positioning, understanding industry dynamics)
  • Corporate Finance Fundamentals (Capital structure analysis, cost of capital calculation, Mergers and Acquisitions (M&A) basics, dividends and share repurchases)
  • Accounting (Understanding GAAP and IFRS principles, revenue recognition, expense recognition, deferred taxes and other advanced accounting topics)
  • Investment Product Knowledge (Familiar with equities, bonds, and mutual funds as investment options)
  • Client Interaction (Comfortable supporting client relationship management and understanding their financial needs)
  • Ethics and Professional Conduct (Committed to upholding ethical standards in financial services)
  • Regulatory Compliance Knowledge (Familiar with financial regulations and compliance in the wealth management sector)
  • Global Financial Market Awareness (Familiarity with global economic trends, market movements, and how they impact investment opportunities and client portfolios)
  • Excel Proficiency (Advanced Excel functions and formulas, data manipulation and analysis, pivot tables and charts)

Accomplishments

    Goldman Sachs Excel Skills for Business Virtual Experience Program – 2023

    Tasks:

    - Basic Excel Skills

    - Forecasting Operating Assumptions

    - Translating Assumptions to the P&L

    - Forecasting Cash Flow

    HSBC Global Banking & Markets Virtual Experience Program – 2023

    Tasks:

    - Identify M&A targets for offshore expansion

    - Identify a trading opportunity

    - Find the right product for a client

    JPMorgan Asset Management Virtual Experience Program – 2023

    Tasks:

    - Introduction to J.P Morgan Asset Management

    - Propose Suitable Investment Portfolios

    - Recommend Stocks to Clients

    - Calculate the Portfolios' Key Performance Indicators

Certification

• Chartered Institute for Securities & Investment (CISI):


- International Certificate in Wealth & Investment Management (ICWIM)

Skills Gained: Wealth Management Fundamentals, Investment Management Fundamentals, Financial Markets and Regulations, Portfolio Construction and Asset Allocation, Risk Profiling and Suitability Assessment, Client Relationship and Advisory Skills, Taxation and Estate Planning, Retirement Planning Strategies, Ethical and Professional Conduct in Financial Services, Behavioral Finance Insights, Global Market and Economic Analysis, Financial Planning Fundamentals.


- Fundamentals of Financial Services

Skills Gained: Financial Markets Fundamentals, Banking and Insurance Fundamentals, Equity and Debt Fundamentals, Financial Products and Services Knowledge



• Corporate Finance Institute (CFI):

- Financial Modeling & Valuation Analyst (FMVA)

Skills Gained: Financial Modeling, Valuation Techniques, Excel Proficiency, Financial Analysis, Presentation and Reporting, Budgeting and Forecasting, Industry and Company Analysis, Advanced Accounting, Corporate Finance Fundamentals.


- Capital Markets & Securities Analyst (CMSA)

Skills Gained: Fixed Income Fundamentals, Equity Markets Fundamentals, Derivatives Fundamentals, Portfolio Management Fundamentals, Commodities Fundamentals.



• The CFA Institute:

Investment Foundation Program

Skills Gained: Ethics and Professional Standards, Corporate Governance, Risk and Return Fundamentals, Macroeconomic and Microeconomics.

Languages

English (Advanced)
Arabic (Native)

Timeline

Financial Analyst

MA International Consulting
07.2023 - Current

Finance & Operations Officer

Bin Hattab Group
05.2022 - 07.2023

Junior Financial Analyst (FP&A)

First Imex
09.2020 - 03.2022

Master's Banking And FinTech (Expected)

The London Institute of Banking And Finance (LIBF)

Bachelor in Business And Finance -

Cardiff Metropolitan University

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Talal Abdalla, ICWIM