About Samir
Senior banking and financial services professional with 18+ years of experience in banking, strategic planning, financial modeling, data analytics, corporate finance, and enterprise transformation across regional and international institutions.
Currently Heading the Strategic Planning & Data Analytics at one of the oldest banks in the region and acting as Deputy Head of Strategy, Market Research, PMO, and Data Analytics; leading bank-wide restructuring and turnaround initiatives.
Expert in short- and long-term strategic & financial planning, business and capital allocation models, FTP analysis, scenario planning, and performance management frameworks for retail, corporate, and SME segments.
Strong background in advanced analytics, including KPI frameworks, scorecards, dashboards, customer segmentation, profitability models, and data-driven decision support using Python, R, and Tableau.
Proven experience in product development, pricing strategy, and IRR-based profitability modeling, including Sharia-compliant finance structures and credit risk-rating models.
Hands-on leadership in market intelligence and sectoral research, identifying financing and investment opportunities aligned with macroeconomic and regulatory environments.
Trusted advisor to C-suite and board-level committees, including active role as Secretary of ALCO, managing high-impact strategic and ad-hoc executive assignments.
Demonstrated results in financial turnaround and balance-sheet optimization.
International exposure through finance transformation consulting.
Academically grounded with an MBA from Frankfurt School of Finance & Management, ongoing MSc in Applied Economics at Boston College, and professional certifications in treasury, forecasting, and strategic decision-making from top US universities.
Spanish
Native or bilingual
English
Fluent
Arabic
Conversational
Remote only
Primarily works remotely
Experience
- EAL BankHead of Strategic Planning & Data AnalyticsBANKING AND INSURANCEAugust 2019 - Today (6 years and 10 months)o Create, develop and manage the bank's short and long-term strategic / financial plans, covering retail and business segments and regional brancheso Develop KPIs, scorecards, dashboards, customer segmentation and business models to monitor performance and drive data-driven decisions.o Develop / launch retail products based on the market /competitor’s analysis and the shifts in customers’ trends.o Conduct sector-specific market research to identify financing and investment opportunities.o Work closely with C-suite executives and manage ad-hoc strategic assignments.
- Beacon FinTrainInstructorBANKING AND INSURANCEAugust 2024 - Today (1 year and 10 months)Provide professional training and workshops to employees from different banks. The training includes many topics: (e,g,: strategy, data analytics, retail development, financial planning, financial modelling)
- AlMulla FinanceCredit Manager - Corporate Finance StrategyMarch 2018 - July 2019 (1 year and 4 months)KuwaitStrategy & Business Development:• o Set the Corporate Finance Division's Strategy and supervise a business development team of 7 members.• o Define potential strategic sectors and manage the product development.• o Create competitors analysis including market share & net profit margins (net interest margins).• o Develop new products and create/update related policies.• o Develop the credit risk rating model, assessment models and procedures to comply with Islamic Finance (Shariaa).• o Set the customer retention strategy to reduce customer churn (e.g.: through competitor's analysis, competitor's fees & commission analysis & direct contact with customers).• o Set the pricing strategy and required IRR by defining corporate profit rates for each type of finance.• o Set the digital transformation initiatives (mainly internet & mobile banking). Corporate Finance:• o Supervise a team of 2 members.• o Manage existing customers' portfolios and initiate new business deals.• o Supervise the credit granting process from limit initiation to payment and follow-up.
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Education
- Master of Science - Msc.Boston CollegeMaster's degree in Applied Economics & Data Analytics
- Master of Business Administration (MBA)Frankfurt School of Finance & Management2017Master of Business Administration (MBA)