Ali Ejaz Butt

Financial Consultant at Alliance Insurance P.S.C
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Contact Information
us****@****om
(386) 825-5501
Location
AE
Languages
  • Arabic -
  • English -

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Bio

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Experience

    • United Arab Emirates
    • Insurance
    • 100 - 200 Employee
    • Financial Consultant
      • Apr 2016 - Present

      Markets services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars. Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance. Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans. Obtains clients' commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions. Monitors clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans. Provides financial management information by preparing financial status analyses and reports. Updates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations. Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

    • Sr. Accountant
      • Oct 2012 - Present

      - Fully and Wholly Responsible for the maintaining of Accounts, reports to Owner on daily, weekly basis - Liaison with the customers and suppliers and manage Payables and Receivables of the Company - To deal all matters relevant to bank - Prepare the Payroll for the employees - Make detail on monthly basis for the withdraw and profit taken by the partners and make sure they taking the money according to their investment ratios - Keep and maintain the record of inventory, currents & fix assets and analyze all expenses and revenues

    • Accounts Supervisor
      • May 2010 - Jul 2012

      - Preparation of monthly accounts - Maintenance of all receivable and payable accounts, future receivable projections and estimation of future payments - Dealing in bank matters and prepare bank reconciliation - Verified Invoice before raising to clients and ensure payments are made properly and to the right person - Prepares budget on different levels and then analyze revenue and expenditure trends with it - Various types of executive reporting on daily, weekly, monthly and annual basis - Review the payroll for staff to verify and manage the assets of the company - Keep custody of the cash - Liaison with external auditors for audit and tax lawyers for the filling of tax

    • United States
    • International Affairs
    • 700 & Above Employee
    • Finance Assistant
      • Jan 2009 - Apr 2010

      My major duties here are :- • Process payment requests received from regional offices. • Ensure proper control of supporting documents & disbursements within authorized budget bevels and use correct budget heads. • Ensure proper implementation of rules & regulations. • Assist in development of annual budgets, • Assist in preparation of Quarterly advance requests to UNDP and PCRWR for donating the fund to project, • Process travel claims of the project, • Collect Financial Reports from regional offices & assist in preparing consolidated reports. • Perform general accounting functions. • Perform the internal audit of the regional offices on quarterly basis, • Assists in the preparation of Monthly/Quarterly financial report of the project for UNDP head office. • Assists in the preparation of Annual and Quarterly Work & Expenditure Plan as per approved activities. • Assist in keeping effective internal control over the regional offices. • Any other task assigned by NPM/FO related to the project,

    • Accounts Assistant
      • Jul 2008 - Dec 2008

      - Worked in Audit/Finance department on various activities for getting trained which includes financial reporting, payroll, audit, billing, assets management, receivable & payable - Worked in Audit/Finance department on various activities for getting trained which includes financial reporting, payroll, audit, billing, assets management, receivable & payable

Education

  • ACCA, Pakistan
    ACCA (Association of Chartered Certified Accountants), Accounting, Auditing & Taxation
    2008 - 2012
  • Punjab College of Commerce, Punjab University
    B.Com (Bachelors in Commerce), Accounting, Auditing, Taxation, Business Study & Banking
    2006 - 2008

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