David M. Saad

Experience

• 

  Pioneers Funds

  Jul 2012 - Jul 2012

  Summer Training

  Dealing with clients, assisting the trader in executing the transactions & reviewing different news & analyzing charts.

• 

  Emirates NBD

  Nov 2014 - Apr 2017

  Associate Financial Accountant - Finance Department

  • Reviewing all expenses of the bank & ensuring that the expenses comply with the bank procedures.• Maintain the mapping between different systems of the bank.• Calculating & reviewing different forms of bank taxes (Withholding, Advertising & Abroad Tax).• Ensure that each expense is allocated to the right cost center, account & branch.• Issuing tax certificates for suppliers. • Preparing and analysing any expenses required by managements.• Filling more than 2600 a/c’s monthly.• Lead two employees in the expenses control unit. Worked One Week as a Reconciliation Officer to cover for employee shortage due to a mission.Trained and supervised more than 3 summer interns each for a period of 3 weeks. Show less

• 

  National Bank of Egypt (NBE)

  Apr 2017 - Oct 2018

  Large Corporate Control

  Responsible of controlling a portfolio of large corporate facilities with more than EGP 6 billion for National Bank of Egypt (NBE) for various industries including Telecoms, Real Estate, Food & Beverage, Industrials, Building Materials, Retail and financial institutions.•Review credit appraisals presented by the corporate marketing dep. for any credit facility being granted to ensure proper implementation•Review obtained facilities legal documentation to ensure terms are consistent with the approved credit appraisal•Ensure that the Bank is adequately protected through complete, valid, continuing & legally enforceable documents offering valuable consideration for the approved facilities•Prepare facilities contracts and addendums•Maintaining proper filling & archiving system for all documents (security and contracts file) and correspondences.•Prepare the final check list prior to the booking and the disbursement•Maintain solid safekeeping process (securities are kept safely in a fireproof cabinet – Ensure dual custody concerning fireproof cabinets…etc.)•Review collaterals separately for follow-up and revaluation purposes.•Provide related departments with periodic reports to renew the documents on a timely basis. Show less

• 

  Azdan

  Oct 2018 - Dec 2021

  - Improve workflows and eliminate errors through robust business process- Increase free cash flow by improving working capital efficiency- Enhance decision making via real-time global cash visibility- Reduce borrowing expenses and maximize cash returns- Protect against loss by gaining a holistic view of risk exposures

  • Principal Consultant

    Feb 2021 - Dec 2021

  • Budgeting, Planning and Treasury Consultant

    Oct 2018 - Dec 2021
• 

  Deben

  Jan 2022 - now

  Co-Founder & COO

  Helping CFOs & Treasury directors to assume a more growth-oriented roles through FinTech.