Allstate

Director of Finance

Senior Finance Manager

OrthoFi

Director of FP&A

Finance Manager

Financial Planning and Analysis Manager

Product Manager

Senior Financial Analyst

Staff Financial Analyst

Financial Analyst

Accountant

Senior Finance leader with expertise installing best-in-class finance operations to drive stronger corporate performance. 

My expertise is in transforming finance functions to improve efficiency and effectiveness. This involves assessing people, process, and product (reporting, analysis, forecasting, and consulting) to rebuild the function and drive operational excellence.

This often involves deploying modern tools and technologies to scale analytics and help executives make faster decisions. However, most finance teams underutilize their current resources and spending too much time on reporting. They struggle to produce actionable analytics to feed their forecast - I help finance teams fix this problem.

Ultimately, my skillset is rooted in turning finance teams into value-added, proactive operations.

Expertise in: 
- Budgeting
- KPI reporting
- P&L forecasting
- ERP implementation 
- Root cause analytics
- Operational planning
- Business unit strategy
- Multi-year forecasting
- Managing remote talent
- Automated dashboards/reporting

Financial tools & systems
- Excel
- Tableau
- Power BI
- Sage Intacct
- SAP BPC/HANA
- Business Objects
- Hyperion/Oracle Essbase
- Quickbooks Online/Desktop

Brett Hampson

Confidential

Managerial Reports
•	Prepared management and Board Reports utilizing compelling PowerBI dashboards.
•	Created a Balanced Scoreboard quantifying the major KPI Metrics of different business units.
•	Streamlined the utilization of assets to optimize ROA in collaboration with key stakeholders.
•	Leveraged AI tools to streamline research and reporting processes, automating tasks to maximize efficiency.

Budgeting and Forecasting
•	Collaborated directly with the VP of Finance and relevant departments to craft the annual budget.
•	Ensured the alignment of forecasts with strategic objectives as well as AOP.
•	Delivered monthly variance analysis between actual performance and budget.
•	Closely monitored working capital to enhance liquidity.
•	Tracked OPEX, ensuring alignment and providing commentary analysis on discrepancies.

Costing and Pricing optimization
•	Perform detailed cost analysis for products and services, considering direct and indirect costs to inform pricing decisions.
•	Collaborate closely with the sales and marketing teams to structure prices and maintain optimal profit margins.
•	Leveraged financial data and cost information, to precisely calculate the break-even point for products and business units.

Cash Management
•	Created and maintained a rolling 13-Week cash flow forecast model (Direct & Indirect).
•	Prepared quarterly and annual cash flow projections to support future planning of Operations and CAPEX.
•	Utilized advanced financial analysis techniques to identify areas of improvement within the Cash Conversion Cycle (CCC).

Financial Modeling and Data Analysis
•	Utilized SQL proficiently to extract data and execute data cleansing operations.
•	Employed advanced modeling skills by creating dynamic models, different scenarios, sensitivity analysis.

Ad-Hoc Reports
•	Supported strategic planning by translating market research methodologies into financial models.
•	Provide comprehensive support to partner departments in conducting financial evaluations.

Financial Analyst - FP&A

Z-Trade Co.

Maintenance of accounts
•	performed day-to-day maintenance of accounts, encompassing various financial activities (P2P, O2C & GL) as well as documentation cycle and monthly, quarterly and year-end reconciliations.
•	Applied IAS 2, 16, 36, 40, and IFRS 9, 15, 16 extensively for precise FR.
•	Reconciled payroll accounts and employee benefits, ensuring calculation precision.
•	Documented and organized import-related documents, including invoices, customs, Clearance, and shipping records.
•	Maintaining comprehensive records of investment properties, depreciation schedules, lease agreements, and amendments.

Preparation of statutory accounts
•	Adjusted the Trial balance, ensuring compliance with IFRS, and contributed to preparing financial statements.
•	Constructed the financial statements (Financial position, Profit or loss, and Cash flow) from scratch

Audit Support
•	Prepared and delivered essential audit deliverables, for both external auditors and Gov Authorities audits.
•	Collaborated closely with auditors to ensure smooth and efficient audit processes.

Financial Operations and Optimization
•	 Assisted in implementing robust control processes around treasury, payables, receivables, and GL.
•	Reviewed expenses ensuring accurate cost center assignments, and successfully optimized cost savings.
•	Led successful ERP training programs tailored for new and current branch managers.

Sr. General Accountant

o	Perform daily accounting activities and maintain reliable and accurate GL records in adherence to IFRS and EAS.
o	Process payments and disbursements by reviewing and verifying all supporting documentation, such as invoices, receipts, and purchase orders to ensure proper authorization.
o	Implement credit-control processes, monitor aged debt, and ensure timely payment of receivables.
o	Prepare monthly and quarterly reconciliations of the accruals and deferrals.
o	Assisting in the preparation of balance sheet, profit and loss, and cash flow statement.
o	Submit income and VAT tax returns in compliance with tax code requirements.
o	Collaborate with external auditors to facilitate the audit process and ensure timely completion of audit requirements.
o	Assist in preparing the comprehensive financial budgets.
o	Utilize advanced financial modeling techniques to analyze historical data and forecast future trends.
o	Conduct periodic financial analysis to identify key opportunities and risks that could impact the business.
o	Collaborate with cross-functional teams to develop strategies that drive financial performance and improve overall business results.
o	Monitor the performance by applying periodic variance analysis and developing detailed budget reports moreover recommend corrective actions.
o	Ensure the safeguarding of financial information by regularly completing backups and maintaining confidentiality.

General Accountant

NilePreneurs

- Be aware of the business model and growth initiatives regarding market and target customer segments.
- Catch the company's potential to satisfy B2B or B2C customer needs.
- Explore the market to develop new business opportunities.
- Improve the existing business plan and keep on top of the competition.
- Extract a selling proposal from the business plan and strategy.
- Define efficient sales channels for diverse products or services.
- Develop, coordinate, and implement sales plans.
- Apply sales strategies and processes from prospecting to follow-up.
- Maintain and expand existing business and capture new opportunities.
- Monitor business metrics of revenues, profitability, market share, and product portfolio mix.

Business Development Executive

- Undertake comprehensive market research and marketing research to gain an in-depth understanding of the target audience.
- Formulate innovative marketing strategies, with a particular emphasis on the digital domain.
- Brainstorm and develop ideas for creative marketing campaigns and apply SMART techniques while setting targets.
- Incorporate storytelling strategies while producing content.
- Leverage SEO and SEM techniques to optimize search engine rankings and drive traffic.
- Create and execute email marketing campaigns using industry-leading platforms such as HubSpot and MailChimp.
- Oversee and moderate the brand's social media profiles and presence across various platforms.
- Establish and operate Facebook and Google Ads accounts to drive targeted traffic and generate leads.
- Employ various metrics to measure, analyze, and evaluate the performance of marketing campaigns, optimizing them to achieve maximum ROI.

Digital Marketing Specialist

Banque Misr

As a member of the team at,
SMEs Department:
- I promoted credit products for Microfinance and SME clients.
- Played a key role in enhancing the overall marketing process for credit by coordinating with other units for cross-selling opportunities.
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Credit Department:
- Accompanied the team on field visits to SME clients to guarantee thorough inquiry.
- Assisted in gathering needed clients' documents (Commercial registry transcript, Tax card, Taxation, insurance status, etc.), Articles of Incorporation and Amendments, Financial statements), and other relevant data for credit reviews.
- Collaborating with credit analysts to conduct in-depth research of the firm’ Management, Assets conversion, Risks, industry, historical financial data and developing financial projections, and building financial models till the issuance of a full credit proposal memo (CPM).
- Monitoring the condition of targeted clients and ensuring their solvency, as well as creating call reports regularly to inform them to pay all outstanding installments in time as a follow-up procedure. 
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Retail & Corporate Banking Department:
- Gained hands-on experience using Oracle and SAP systems daily.
- Supporting the team in promoting retail & corporate products.
- Deal with customer queries from both Retail and Corporates segments.
- File the necessary paperwork for diverse services (KYC, ID, etc.).
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Treasury Department 
- Assisting treasury in performing their daily operations.
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Audit Department:
- Working closely under the audit manager, in reviewing processes to ensure compliance with regulations set by bank standards and CBE.
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Accomplishments:
- Aided the team in exceeding the monthly target by +35% MoM for the issuance of credit and mezza cards, along with mobile wallets and online banking by pitching & promoting the products.
- After that, the GM approved an exception to extend my internship for an extra period.

Intern

Al-helaly Financial consultation

As a member of the team at,
Assurance Section:
- Conduct audits and other assurance engagements to provide an independent attestation of the accuracy and reliability of financial statements and other information.
- Evaluating internal controls and identifying weaknesses or deficiencies that could impact the accuracy of financial information, including assessing the design and operating effectiveness of controls.
- Analyzing financial data to identify trends, anomalies, and other issues that could impact the accuracy of financial statements, including performing substantive testing procedures and analytical procedures.
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Taxes Section:
- Issuing tax profile for new clients
- Filing tax returns forms for individuals and companies
- Filing VAT forms
- Representation before the Egyptian Tax Authorities.
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Advisory Section:
- Provided strategic guidance to senior management.
- Accounting systems design (Chart of accounts, AR, AP, Inventory, etc.).
- Internal control implementation.
- Provided advisory regarding investment regulations and policies, EAS, IFRS, and Egyptian tax code.
- Produced reports that included financial results and their variances moreover analyzing data, and forecasting trends for effective decision-making.

Finance Results-driven Professional with 5 years of experience in Finance (Financial reporting, IFRS, Budgeting, Forecasting, Performance Management, Financial Modeling, VAT, Zakat).

Adept in partnering with cross-functional teams & Stakeholders to provide financial insights and guidance to drive profitable growth strategies.

Proficient MS Office & ERPs, alongside early adoption of AI technologies, to analyze datasets, model financials & deliver accurate, timely insights supporting strategic decisions.

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Brett Hampson

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