IRIS Software Group

o Assisted in developing the goals and objectives of the treasury management department that align with organizations strategy while reducing financial risk.
o Responsible for the daily banking, cash management and forecasting of the Company as well as managing funds to ensure there is enough liquidity to run the business
o Evaluated the reliability, integrity, and usefulness of treasury information while developing ongoing action plans to improve

Senior Treasury Analyst

LocoMobi World Inc.

o Soliciting new investment funds (5M USD target)
o Analyzing and refining investment strategy
o Providing forecast projections & analyses
o Assisting CFO with day to day responsibilities

Investment Strategist

BMO Capital Markets

o Implemented the SRDII directive for all shareholders and their portfolios
o Directly worked with depositories such as BNP Paribas, BNY Mellon and CDS to fulfill our clients needs
o Partnered with investment advisors using software’s such as Broadridge and excel in order to analyze and extract information regarding securities.

Business Analyst

Deloitte

o Conducted financial reporting of IFRS 16 for service companies to meet IFRS standards
o Created a revised and simplified IFRS 16 excel tool to streamline the calculation process
o Applied financial models to analyze and assess investment portfolios to complete the due diligence process

Financial Advisory Intern

MAG Engineering & Contracting Co.

o Performed financial forecasting, reporting, and operational metrics tracking
o Evaluated financial performance by comparing and analyzing actual results with plans and forecasts
o Contributed to 12% growth trend by developing strategic recommendations for management regarding long-range planning.

Financial Analyst Intern

Telkin Corp

o Analyzed and interpreted data to determine weaknesses and problems
o Met with assigned clients when needed while identifying issues, forming hypotheses and solutions
o Assisted in consolidating data from multiple sources and generating conciliated reports for designated departments

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Marwan Musa's Linkedin Analytics

Marwan Musa

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Marwan Musa

Want to drive more opportunities from LinkedIn?

Marwan Musa's Linkedin Analytics