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Sara El Achi is a seasoned finance professional with a Master's degree in Finance from Hult International Business School and experience in financial analysis, planning, and operations management. She has worked with prominent companies such as BankMed and Ventrop Engineering Consulting Group, PLLC, in various roles including Financial Assistant, Account Executive, Finance Manager, and Acting Specialist.

Experience

    • United States
    • Design
    • 1 - 100 Employee
    • Finance Manager
      • Dec 2023 - 6 months

      New York, New York, United States

    • Finance And Operations Specialist
      • Mar 2021 - 3 years 3 months

      New York, United States

    • Financial Assistant
      • Aug 2019 - Mar 2021

      United States ▪ Helped monitoring company financials, assessing market conditions ▪ Assisted in the preparation of financial plans and strategies to achieve company’s financial objectives ▪ Coordinated with team members to produce better business outcomes and recommend improvements

    • United States
    • Advertising Services
    • 1 - 100 Employee
    • Account Executive
      • Sep 2018 - Jul 2019

      Prepared ledgers and financial data helping in building internal financial statements Performed deep market analysis and research aiming at finding the next new target market to penetrate

    • Lebanon
    • Banking
    • 700 & Above Employee
    • Officer
      • 2015 - 2016

      Beirut District, Lebanon Officer, Consumer Credit Funding. Supported 66 branches by communicating the status of branch operations with department heads. Supervised back-office operations including ledger entries, disbursements of funds and authentication of loan contracts. Assisted in the migration of various bank systems into a single, centralized system: • Maintained and managed loans generating $3MM in weekly revenue • Tested and integrated new products • Investigated and regularized discrepancies in loan… Show more Officer, Consumer Credit Funding. Supported 66 branches by communicating the status of branch operations with department heads. Supervised back-office operations including ledger entries, disbursements of funds and authentication of loan contracts. Assisted in the migration of various bank systems into a single, centralized system: • Maintained and managed loans generating $3MM in weekly revenue • Tested and integrated new products • Investigated and regularized discrepancies in loan settlements and interest generation

    • Acting Specialist
      • 2012 - 2015

      Beirut District, Lebanon Acting Specialist, Consumer Credit Funding. Tracked and managed daily cash and non-cash settlements for 66 branches. • Rescheduled and processed early terminations for $500K in credit facilities • Monitored and maintained the bank’s lending system regarding $864K loans

    • Consumer Sales Representative
      • 2011 - 2012

      Beirut District, Lebanon Customer Sales Representative, Verdun Branch. Built and managed relationships with existing and new customers. Sold bank retail products (housing loans, car loans, overdrafts among many others). • Successfully achieved weekly targets of new customers, deposits and various credit facilities sales • Monitored customer deposits totaling $9.862MM in 2012

    • Operational Services
      • 2010 - 2011

      Beirut District, Lebanon Operational Services, Verdun Branch. Monitored and executed branches’ back office operations. • Oversaw, implemented and validated various operations including bill payments, incoming payment orders, outgoing payment orders and banker checks • Opened e-accounts and provided customer support for online banking

    • Lebanon
    • Investment Banking
    • 1 - 100 Employee
    • Research Analyst
      • Nov 2009 - Aug 2010

      Beirut District, Lebanon • Prepared and published “Lebanon Brief”, a daily newsletter covering global and local economic news • Analyzed daily performance of Middle Eastern, European and U.S. stock exchanges, Eurobond markets and FOREX

    • Business Analyst
      • Apr 2009 - Oct 2009

      Beirut District, Lebanon • Oversaw team meetings with global retail clients to assess their needs regarding customized platforms for operations and back-end processes • Supported software developers in implementing client requests into newly-built products • Performed quality assurance to detect software bugs in those products

Education

  • 2017 - 2018
    Hult International Business School
    Master's degree, Finance
  • 2016 - 2017
    Ashridge Executive Education, Hult International Business School
    Master of Business Administration - MBA, Finance, General
  • 2005 - 2009
    American University of Beirut
    Bachelor of Arts - BA, Economics
  • 2019 - 2021
    New England College
    Master's degree, IT & Cyber security
  • 2021 -
    New England College
    Master's degree, Data Analytics

Suggested Services

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Industry Focus. “Financial Services”

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