Cesar Merhi
Senior Financial Analyst @Wellblūm
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WORK HISTORY
Senior Financial Analyst @Wellblūm
Collaborate with account managers and business management to review actual results and forecasts.• Responsible for invoicing clients, allocating payments and following up with payment transfers and swifts.• Assemble and summarize data to provide management with comprehensive financial reports and recommendations.• Monitor financial details to ensure compliance with legal requirements.• Oversee financial reporting and budgeting processes.(P&L; Income & revenue statements)• Evaluate financial reports to identify and implement cost-reduction strategies, pricing & revenues.• Utilize SAP and QuickBooks for financial operations.• Manage day-to-day client’s inflow and outflow payments.(wire transfers & deposits)• Employ advanced Excel functions and Microsoft Outlook tools to enhance reporting and analysis efficiency.
EDUCATION
Université La Sagesse - ULS
Master of Science in Banking and Finance
ABOUT CESAR MERHI
A bilingual finance professional with over a decade of experience in credit analysis, banking operations, and financial reporting. Currently serving as a Bilingual Commercial Credit Analyst at Citi, leveraging advanced credit authority limits to assess creditworthiness and ensure compliance with policies and regulations. Skilled in reviewing commercial and consumer credit applications, analyzing financial statements, and resolving client issues collaboratively. At Citi, contributes to complex credit decision-making by synthesizing data from multiple sources, including credit bureaus and trade experience. Adept at fostering client relationships and addressing credit needs with tailored solutions that align with organizational goals. Committed to delivering actionable insights in a compliance-driven environment.
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