Tarek El Masri

Experience

• 

  Commercial Bank of Qatar

  Sept 2007 - Nov 2007

  Intern

  • Every Sunday for 3 months that included researches about the bank as a whole, money laundering, theft control, employee training…• Watched and learned every service and product that branch offered to its customers.• Took part of the teller section including clearing cheques, teller transactions, telex transfer, credit card payments, utility payments...• Took part of customer service by filling forms, calling customers, recording received debit and credit cards, loans, as well as observing customer demands and complains and the ways to deal with them. • Discussed the jobs of the supervisor and accompanied him couple of times to observe the transactions he is responsible of as well complaints he could solve. • Marketing department as in attracting the customers by explaining the privileges they would get from CBQ. عرض أقل

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  Commercial Bank of Qatar

  Jan 2008 - Mar 2008

  Intern

  Villagio Branch• Overall explanation of how the customer service and the teller sections in a bank work.• Two weeks were spent at the customer service section. Watched and observed customer service, called customer regarding their cards, filled up telex transfer forms as well as other applications regarding customers accounts, received mail and recorded it …• Two weeks were spent at the teller section. Watched and observed teller transaction including clearing cheques, teller transactions, telex transfer, credit card payments, utility payments... عرض أقل

• 

  Commercial Bank

  May 2008 - Jul 2008

  Intern

  Wealth Management - Sadara • Watched, learned, and took notes of VIP customer service.• Learned several techniques of how to get customer retention as well as referrals from those customers.• Learned internal communication between the Relationship Mangers (RM) and the Relationship Officers (RO) to achieve customers’ requests on time. • Learned new techniques of selling and catching the customer's attention to invest and use the services and products the bank offers.• Helped Relationship officers fill and complete forms and application of various requests by customers.• Learned responsibility and caution when dealing with VIP customers regarding any kind of product or service the bank offers. عرض أقل

• 

  Banque du Liban

  Sept 2011 - Oct 2011

  Intern

  I was selected to attend the training lectures presented by the Central Bank departments and their banking and economic role in the country. The lectures presented by the separate departments at the bank explained their functions in the overall banking industry and on an economic impact level. Main Exposures and Key responsibilities • Attending departments’ presentations in relation to their economic functions with interest rates, inflation, and exposure on financial ratios, and other financial techniques are used by the Central Bank to monitor banks, Letters of Credit, Lines of Credit, industrial lending, foreign exchange rate and the peg relationship between the Lebanese Lira and the US Dollar, impact of the gold reserves as well as the cheque clearing house. عرض أقل

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  Qatar MICE Development Institute

  Oct 2012 - Jul 2013

  Financial Accountant

  I was hired to manage the COP18 event in Doha, which included managing the financial accounting services the invent that included 150+ suppliers with over than a 250 issued Purchase Order during a period of 20 days. After COP18 I was involved with all other events provided by the firm. Main Scope of Work and Key responsibilities • Credit management in the AP department and preparing scheduled Accounts Payable reports of various events handled by QMDI teams.• QMDI managerial reports on quarterly basis convering recharge expense, accruals, depreciation, bank statement, SOA,• Enforcing, implementing and managing the payment cycle including Petty Cash and adding efficiency where applicable. عرض أقل

• 

  PwC

  Oct 2014 - Sept 2020

  Senior Consultant

  Treasury Management; are consulting services to the treasury section head, CFO & President. Tasks included liquidity analysis, cash-flow reporting on weekly, monthly & yearly basis, market studies, capital investment studies, managing lines of credit, assisting internal & external auditors, negotiating contract & proposing business solutions & system integrationsBack office services; are service provided to private clients from multiple industries, where duties require delivering the accounting, finance & HR services. The tasks included bookkeeping, bank & intercompany reconciliations, preparing payment, payroll, pay-slips & ESOB, recording revenues & expenses, guiding auditors, & preparing FS to Financial Controllers and CFOsValuations; are projects related to valuing companies in aims of acquisition. The responsibilities include identifying comparable, modeling target financials, identifying value & delivering a detailed report about the conclusionsBudgeting; are consulting services to deliver 1-year budget to 5-years budget. Tasks included identifying kind of budget requested, meeting with departments & discussing reported expenses, reporting proposed budget to CEO, updating amendments & delivering a final presentation/report to CEO & Ministry of FinanceRisk Evaluation; are jobs related to identifying risks & creating a risk matrix to clients based on the input received from their departments. These projects included delivering a solution manual report on how deal & mitigate these risksFixed assets & inventory management; are jobs related to attending stock counts for more than 1.5m items & generating client’s reports based on findings in relation to retail inventory managementI also guide management through conclusions related to Rev, Exp, KPI, allocations, credit, SFS, internal controls & effective assessments. Also, enhancing operational/reporting procedure, internal controls, business cycles & adding efficiencies while commitment to deadlines & details عرض أقل

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  Bain & Company

  Sept 2020 - now

  • Senior Finance Specialist

    Apr 2023 - now

  • Finance Specialist

    Sept 2020 - Apr 2023