Adam Shahid, CTP's Linkedin Analytics

As an Associate at Petra Funds Group, I leverage my expertise in treasury management and financial analysis to support private equity clients in optimizing their finance operations. My responsibilities include managing liquidity, overseeing cash flow forecasting, monitoring foreign exchange risks, and preparing detailed financial reports for stakeholders. I'm also deeply involved in enhancing operational efficiency through automation and process improvements, utilizing advanced Excel, VBA, and CRM tools. Previously, as a Treasury Analyst at Vinmar International, I supported global treasury operations within the petrochemical trading sector, managing daily cash positions and contributing significantly to FX risk management and reporting. My career foundations were established during my tenure as an Associate Banker at JPMorgan Chase & Co., where I developed strong customer relationship management, strategic planning, and market analysis skills. My performance earned me recognition as the 2022 Outstanding Performer of the Year. Driven by a passion for strategic financial management and operational excellence, I continuously seek innovative ways to deliver impactful solutions within the private equity and energy sectors. I hold a BBA in Finance from the University of Houston and am a Certified Treasury Professional (CTP).