5 Banking Professionals jobs in Dammam
Vice President - Investment Banking
Posted 2 days ago
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Job Description
Grant Thornton Abdulaal Bahrain is hiring on behalf of a leading financial advisory firm based in Dammam . The firm is looking for a candidate with a strong background in finance or investment banking to lead the execution of mandates across Structured Finance, Debt Capital, and Equity Capital Markets transactions. Key responsibilities include building client relationships, understanding their needs, and delivering tailored financial solutions.
Roles and responsibilities
- Establish coverage, build relationship, understand clients requirements and recommend viable solutions
- Lead execution of mandates across clients for Structured Finance, Debt Capital and Equity Capital Markets Transactions
- Mentor teammates including supervision and training junior members / analysts in terms of origination, technical and execution skills
- Senior-level engagement execution on assignments
- Conducting research and valuation to execute transactions deals including conducting strategic research and due diligence investigations for issuance of debt / new equity raise / private equity placements
- Facilitate mergers and acquisitions and assist with corporate restructuring transactions
- Development of various types of financial models to value debt and equity for mergers, acquisitions, and capital raising transactions.
- Excellent ability to create a valuation models that includes trading and transaction comparable(s), DCF and LBO modeling, etc.
- Perform sensitivity analysis and scenario analysis to identify and quantify risks
- Keeping up-to-date with relevant regulatory/rule changes
- Finalise client presentations, proposals, engagement letters term sheets, legal agreements and offer memorandums.
Education Qualification and additional skills:
- Bachelors degree, preferably in business, finance, economics or related fields
- Masters degree (MBA or equivalent) will be an added advantage
- Strong financial modeling and valuation skills
- Team oriented approach with independent drive and maturity
- Ability to work in a fast paced creative and innovative environment
- Relevant transaction experience and strong client management skills
- Experience leading deal teams and interacting with senior personnel internally and externally
- 8 to 10 years of relevant financial professional experience within a senior role
- Impeccable research, quantitative and analytical skills.
- Proven proficiency in Microsoft Office products, especially Microsoft Excel and PowerPoint
- Ability to organize and track overlapping tasks and assignments, with frequent priority changes.
Relationship Manager Priority Banking
Posted today
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Job Description
- Maintains the relation with clients total program and follows up to prevent attrition and insures growth in the Priory segment
- Provides product and quality service information, advices relevant products and services and promotional programs to customers to increase their awareness and promote their usage in order to ensure consistency in branch and goal achievements
- Facilitates daily financial transactions to Elite and Privilege customers, including opening new accounts, contacting customers with maturing certificates, processing deposits, withdrawals and check cashing, Cards delivery, and other banking related financial and non-financial transactions
- Cross-sells bank products and services including loan and investment referrals in order to reach the maximum number of qualified Elite and Privilege customers
- Monitors and Follows-up non-active and low balance Privilege and Elite customer accounts to generate profit from these accounts
- Ensures proper display of advertising/merchandising materials and availability of customer forms and brochures in the Priority Banking lounges as per RBG's policies and guidelines
- To meet the branch objects, assists in the preparation of the Branch’s marketing plan in coordination with Priority banking regional manager / Branch Manager
- Makes visits existing and prospective clients, attends customer events whenever possible to strengthen BSF relationship with the client. Prepares List of prospective clients should be maintained for tracking purposes and establishing relationship with them and reports the program activities and progress to Priority banking regional manager/ Branch Manage.
- Maintains strict control of confidential documents and negotiable items to prevent loss or misuse
- Performs other functions as may be directed by Priority banking regional manager / Branch Manager from time to time to meet the requirements of the business
- **Detecting and Combating Fraud**:
- Fully cooperate with AFMD regarding implementing recommendations & preventive measures.
- Read, understand and comply with AFMD Policy & Procedure.
- Commit to report fraud cases or suspected behavior as per the Whistleblowing and Code of Conduct & Professionals Ethics Policies.
- To have the highest standards of ethics, commitment and honesty as per the Code of Conduct and Professionals Ethics.
- **Operational Risk**:
- Report associated operational incidents in a timely manner and in full cooperation along with responding to assessments and ORM related requests.
- **Compliance**:
- Comply with all applicable laws and regulations and report any violations or financial crimes, including money laundering and terrorist financing.
- Bachelor Degree in Business Administration / Sales and Marketing / Finance or other relevant fields
- 2 years relevant experience in Priority Banking sectors.
- Priority Banking Certification
**المهارات**:
- Full knowledge of BSF policies and procedures related to organization, Retail products and services, management guidelines
- Written and spoken fluency in Arabic and English
- Good interpersonal and conflict resolution skills
- Good analytical skills related to financial figures and statistics
- Broad understanding of SAMA rules and regulations
- Excellent knowledge of Priority Banking Manual, Customer Relationship Management
- Broad understanding of Retail Credit Guidelines and Consumer Credit Policies, Visa/Master Card Policy and Procedures
- Marketing and Selling Skills, Excellent interpersonal skills and communication skills
SENIOR PATIENT FINANCIAL SERVICES SPECIALIST.
Posted today
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SENIOR PATIENT FINANCIAL SERVICES SPECIALIST. Job TitleSENIOR PATIENT FINANCIAL SERVICES SPECIALIST.
Job Family FunctionCFO
Job Code Reports to JobBusiness Unit Lead
Job Description SummaryThe Senior Patient Financial Services Specialist reviews and approves daily reconciliation reports, oversees complex eligibility and coverage issues, guides on special cases reduced payment and medical discounts, provides direct and indirect assistance to patients regarding financial responsibilities, and insurance coverage. This includes explaining charges, payment expectations and patient share copayment, and front line cash and Tax invoicing , cash collection and processing refunds, guides patient through available payment options and installment plans to ensure patient satisfaction and efficient financial services.
Strategic Roles & Responsibilities %20
Strategic Roles & Responsibilities- Ensure patient financial services and eligibility processes comply with relevant regulations and standards
- Implement and review policies and procedures to maintain compliance and collaborating with legal and regulatory teams to address any potential issues
- Mentorship on providing support to patients regarding their financial responsibilities and insurance coverage
- Collaborate and foster open and candid communication with various departments such as preauthorization billing collections and insurance to ensure a seamless and compliant financial services experience Perform regular monitoring the internal and external referrals for efficiency
80
Operational Roles & Responsibilities- Oversee and manage cases involving reduced payments and medical discounts ensuring patients receive the necessary financial assistance
- Resolve and manage or escalate complex financial issues and coverage discrepancies
- Review and approve daily reconciliation reports and maintain detailed reconciliation records to ensure accuracy and completeness of financial transactions
- Develop and implement procedures for handling financial adjustments and evaluate the effectiveness of financial assistance programs
- Collaborate with other departments as required and prepare management reports to support informed decisionmaking
None
Years of ExperienceMinimum 13 years' experience in Healthcare Financial Services
LanguagesEnglish:Fully Proficient ; Arabic:Fully Proficient
- Audit Reporting
- Data Collection
- Integrity
- Accountability
- Cybersecurity
- Person-Centered Care
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
No
Supplemental Work/Experience/Education Information #J-18808-LjbffrSENIOR PATIENT FINANCIAL SERVICES ADVISOR.
Posted today
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Job Description
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Select how often (in days) to receive an alert:
SENIOR PATIENT FINANCIAL SERVICES ADVISOR. Job TitleSENIOR PATIENT FINANCIAL SERVICES ADVISOR.
Job Family FunctionCFO
Job Code Reports to JobBusiness Unit Lead
Job Description SummaryThe Senior Patient financial Services Advisor coordinates complex eligibility and coverage issues, provides direct assistance to patients regarding financial responsibilities, and insurance coverage. This includes explaining charges, payment expectations and patient share copayment, and front line cash and Tax invoicing , cash collection and processing refunds, guides patient through available payment options and installment plans to ensure patient satisfaction and efficient financial services.
Strategic Roles & Responsibilities %5
Strategic Roles & Responsibilities- Implement policies and procedures to maintain compliance and collaborating with legal and regulatory teams to address any potential issues
- Provide direct support to patients regarding their financial responsibilities and insurance coverage
95
Operational Roles & Responsibilities- Confirm insurance coverage and eligibility for complex cases to ensure accurate billing and clear communication of financial responsibilities Help patients understand their benefits resolve coverage discrepancies and work with insurance companies to address and rectify any issues
- Assist patients with financial responsibilities charges payment expectations and copayments and process payment plans discounts or financial assistance options
- Resolve straightforward issues and manage or escalate complex cases as necessary
None
Years of ExperienceMinimum 6 years' experience in Healthcare Financial Services
LanguagesEnglish:Advanced ; Arabic:Fully Proficient
- Audit Reporting
- Data Collection
- Integrity
- Accountability
- Cybersecurity
- Person-Centered Care
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
#J-18808-LjbffrAssurance – External Audit Manager (Financial Services) – Riyadh, KSA
Posted 22 days ago
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Job Description
Line of Service
Assurance
Industry/Sector
Not Applicable
Specialism
Assurance
Management Level
Manager
Job Description & Summary
PwC Global Overview
With offices in 152 countries and almost 328,000 people, we are among the leading professional services networks in the world. We help organisations and individuals create the value they are looking for, by delivering quality in Assurance, Tax and Advisory services.
PwC Middle East Overview
Established in the region for 40 years, PwC has around 8,000 people in 12 countries across the region: Bahrain, Egypt, Iraq, Jordan, Kuwait, Lebanon, Libya, Oman, the Palestinian territories, Qatar, Saudi Arabia and the United Arab Emirates.
Our regional team with its tailored solutions, brings international experience, helping our clients meet the challenges and opportunities of doing business in the Middle East market, and beyond.
Line of Service Overview
Our Middle East Assurance practice includes over 2,300 people based in 12 countries across the region and is part of PwC’s global network that is operating worldwide. PwC Middle East’s Assurance practice combines the right mix of human-led and tech powered solutions to provide our clients with quality audits and other risk services that create confidence and impact in our region and across society.
What is expected from you?
As an Audit Manager/Senior Manager, you will be in charge of an iconic client portfolio and you will be responsible for managing the full cycle of your audit assignments. You will be working as part of a team of problem solvers with extensive Auditing experience. Your job duties will include but will not be limited to:
Assisting proactively in the management of a portfolio of client, where you will be responsible for the day-to-day management client liaison and technical issues management
Being responsible for business development activities to help identify and research opportunities on new/existing clients along with building and maintaining strong relationships with clients
Developing strategies to solve complex technical challenges and contribute to the development of your own and your team’s technical acumen
Assisting in the management and delivering of large projects, ensuring that key deadlines are met
Acting in charge of designing the audit strategy and managing the audit execution in allignment with the engagement leader guidance. You will advise clients on financial reporting and regulatory developments, as well as staying up to date with the regulatory changes by attending internal and external seminars
Managing client relations with senior management, including delivering presentations to the board of directors and audit committees
Ensuring you are adhering to compliance with the risk, quality and independence matters
Keeping up to date with local and national business and economic issues
Being responsible for the coaching, mentoring and development of team members reporting to you while caring about their well-being
Encouraging involvement in digital initiatives and the use of audit transformation technologies, as well as the use of alternative delivery models, in order to ensure compliance with our firm’s vision and ensure a more robust audit
Taking part of the recruitment process for interviewing and selecting the most competent candidates as per PwC hiring standards
What will you bring?
You are ambitious and get use of opportunities to grow and develop. In addition, you recognise yourself in the following characteristics:
A Bachelor’s degree in accounting, finance or other related academic major
Minimum of 6-10 years of professional experience in external financial audit in one of the big 4
Completed a recognised professional qualifications such as ACCA, CA, ACA, CPA
Experience in auditing Banking / Insurance clients is considered an asset
Excellent communication, presentation, and interpersonal skills that allow you to thrive in a team environment
Bilingual proficiency in Arabic and English (oral and written) is a plus
Strong project management skills and experience managing an audit from planning to completion
Applying the international standards on Auditing (ISAs) on the external audit of financial services with profound IFRS knowledge relevant to the FS practice (such as IFRS9, IFRS17) and financial services regulations
Confidence in challenging yourself and others to complete high quality testing and documentation
Ability to establish and nurture positive relationships across all levels – both internally and externally
Driving innovative thinking and supports others through change and uncertainty to overcome hurdles
Experience encouraging a team environment that promotes collaboration and constructive challenge and has demonstrated the ability to act quickly to resolve team issues and questions
Taking pride in your work and in the Audit profession, showing resilience and demonstrating dedication to self-development including being agile and innovative in the digital world
Promoting and encouraging others to value difference when working in diverse teams
Knowledge in any Audit technologies, and experience using Data Analytics tools is a plus
The skills we look for in future employees
All our people need to demonstrate the skills and behaviours that help us deliver our business strategy – that make up “ The PwC Professional ”.
The PwC Professional framework plays a significant role in outlining the capabilities needed by our people to flourish, learn and develop together as leaders at every level. The framework exists to support the development and career progression of our people, helping them to meet the expectations of our clients, colleagues and communities in today’s changing global marketplace.
Why you’ll love working for PwC
We’re a business that leads with the heart and we prioritise our people. Led by our value of care, we find ways to help our people, our clients and one another. With PwC, you will ignite a meaningful career and will be provided with a range of financial and non-financial rewards and benefits designed to encourage your growth, like:
A competitive remuneration plan in which you will be rewarded for your success and acknowledged for the value you provide to our company .
We encourage an inclusive and diverse culture where people can be themselves, are valued for their strengths and are empowered to be the best they can be. This makes us strong as a business, enabling us to solve important problems and deliver value to our clients.
A flexible workframe to encourage work-life balance.
We care about our employees’ mental health and well-being by providing specialists to offer advice, as well as meditation, yoga, and other relaxation online sessions.
Limitless opportunities for continuous learning and digital upskilling.
A friendly atmosphere that encourages innovative mindsets, relationships development, and assisting others in growing and working in ways that bring out their best.
A competitive Schooling allowance and insurance packages (As per PwC policy).
To learn more about our new equation that built this culture please visit this link .
If you’re looking for a place that fuels your ambition to make a difference, that matches your curiosity with continuous learning opportunities and reimagines ways of working to enable you to lead a more balanced life, then you’re a future PwCer.
Learn more about “ Life at PwC ME ” through this link .
Education (if blank, degree and/or field of study not specified)
Degrees/Field of Study required:
Degrees/Field of Study preferred:
Certifications (if blank, certifications not specified)
Required Skills
Optional Skills
Accepting Feedback, Accepting Feedback, Accounting and Financial Reporting Standards, Accounting Policies, Active Listening, Analytical Thinking, Artificial Intelligence (AI) Platform, Auditing, Auditing Methodologies, Client Management, Coaching and Feedback, Communication, Compliance Auditing, Complying With Regulations, Creativity, Data Analysis and Interpretation, Data Ingestion, Data Modeling, Data Quality, Data Security, Data Transformation, Data Visualization, Embracing Change, Emotional Regulation, Empathy {+ 29 more}
Desired Languages (If blank, desired languages not specified)
Travel Requirements
Not Specified
Available for Work Visa Sponsorship?
Yes
Government Clearance Required?
Yes
Job Posting End Date
Tagged as: Assurance
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