Affan Bin Mahmood, Finance Expert in Hong Kong, Hong Kong
Affan Bin Mahmood

Finance Expert in Hong Kong, Hong Kong

Member since September 9, 2019
Along with an MBA from HEC Paris, Affan is a CFA charterholder who leads global strategy formulation as well as M&A and partnerships for the $6 billion business unit of Schneider Electric, a Fortune 500 company. He's previously helped over a dozen startups raise between $250,000 and $10 million in financing. At Toptal, Affan is looking to help companies with business plan writing, storytelling, financial modeling, and growth strategy.
Affan is now available for hire

Career Highlights

Select Certifications

Software Expertise

  • CBInsights

Employment

  • Director Residential Segment

    2020 - PRESENT
    Schneider Electric
    • Led residential segment strategy formulation with a focus on emerging trends including de-urbanization, work from home, aging in place, safety, and personalization to boost revenues from offer mix enrichment and volumetric expansion.
    • Drove investment discussions around closing critical offer gaps, future offer launches as well as existing offer adaptations and enhancements linked to customer value props.
    • Performed ambition setting at the country level for segment sales based on pricing actions, new offer roadmap, and new channel efforts; regular follow-up on progress as part of quarterly business reviews to identify reasons for over/underperformance.
    • Explored and incubated disruptive projects linked to boosting residential segment revenue growth, such as identifying new channel partners, direct customer types, and new modes of selling.
    Focus areas: Growth Strategy, New Business Development, Energy Management, Electric Vehicles, Solar, Smart Home Technology, Home Services
  • Head of Strategic Intelligence

    2019 - 2020
    Schneider Electric
    • Led the annual market review exercise to estimate the addressable market and Schneider’s market size in the top countries in collaboration with country front offices.
    • Conducted a detailed analysis of the impact of COVID-19 and stimulus plans on various market segments in top countries. Gave recommendations to reallocate resources among segments and capitalize on emerging trends.
    • Prepared deep dives on key competitors to map competitor’s strengths and weaknesses related to offer management, channel management, and digital experience, along with scenario analysis to understand any potential threats.
    • Prepared the long-term enrichment plan for the company to continue to grow two-three percentage points faster than the market in top countries by leveraging new trends, evolving consumer habits, and regulatory changes.
    Focus areas: Market Intelligence, Competitive Intelligence, Energy Management, Smart Home Technology
  • Senior Manager, Strategy

    2017 - 2020
    Schneider Electric
    • Led a high-impact team responsible for the assessment of critical trends and the preparation of the four-year strategic plan that highlighted the potential for €1.6 billion in incremental revenue to the executive committee of Schneider.
    • Prepared the annual tactical plan presented to country-level vice presidents to execute long-term strategic initiatives in a phased approach.
    • Prepared software and artificial intelligence business and M&A strategies, including establishing detailed criteria for the screening of companies in the solar and electric vehicle, digital customer experience, and data analytics sectors.
    • Developed the strategic plan for Southeast Asia, working with regional channel developers and category managers to grow at a four-year CAGR of 14% while capitalizing on the trends of co-living, increasing connectivity, and channel digitization.
    • Managed the market size assessment and channel partner journey-mapping projects, collaborating with external consultants to gain a better understanding of opportunities in six emerging economies and the company’s approach towards its channel partners.
    Focus areas: Smart Home Technology, Market Sizing, Partnerships, Mergers & Acquisitions (M&A), Strategy
  • Founder

    2013 - 2020
    Finbus Advisors - Online Agency
    • Advised a pension management-focused fintech operating in four countries to raise US$ 30M in venture debt from a strategic partner; performed competitive benchmarking and created the pitch deck.
    • Created the business plan and pitch deck for an energy AI-based workplace optimization solutions start-up in the US to help raise US$ 10M from strategic investors.
    • Created the full set of investor documentation (pitch deck, business plan, and financial model) for the UK-based fintech focused on credit scoring the unbanked population in India and Nigeria using prepaid mobile usage data.
    • Set the plan for co-founding a hardware-based digital security start-up in Paris; Acted as CFO and head of partnerships and liaised with hardware suppliers, a public technology lab as well as angel investors to secure financing.
    • Created the financial plan for a sharing economy focused start-up in the US, focused on renting exotic locations for photo and video shoots.
    • Acted as a content writer, editor, and test grader for several CFA and FRM focused publishers including Wiley (ElanGuides), Bionic Turtle, Learn Signal, Analyst Prep and GoStudy.io.
    • Performed portfolio optimization for high net worth individuals investing in multiple asset classes, to improve risk-adjusted returns by 30% through rebalancing across existing asset classes as well as introducing the core-satellite approach.
    Focus areas: Pitch Deck Consultant, Growth Strategy, Financial Modeling, Business Plan Consulting, Startup Funding
  • Senior Manager, Corporate Finance

    2012 - 2015
    Pakistan Stock Exchange
    • Managed a team of four on IPOs and buybacks having a cumulative worth of US $805 million.
    • Co-led the establishment of a small and medium enterprise-listing platform.
    • Conducted market research for industry best practices and drafted the first set of regulations that attracted wide interest from both potential candidate companies and financial advisors.
    • Liaised with C-level executives of private sector companies to promote equity listing on the exchange, leading to the $89-million offering for Pakistan's largest steel bar manufacturer.
    • Led a $500-million buy-back transaction, the country's largest, and authored valuation report for the delisting committee of the board to negotiate a price of $150 per share versus a sponsor’s offer of $97.
    • Established the policy and regulations department after the demutualization of the exchange and compiled the first Pakistan Stock Exchange rulebook that was approved by the securities commission.
    • Strengthened the Top Companies Award selection criteria to encourage ethical business practices, corporate briefings and the early release of financials by companies listed on the Pakistan Stock Exchange.
    Focus areas: Market Research, Strategy Planning, Business Development, Share Buybacks, Initial Public Offerings
  • Associate, Strategy Consulting

    2010 - 2012
    Elixir Business Research
    • Led a team of analysts on various business plans, due diligence, and market research assignments in the healthcare, education, and materials sectors, helping mid-sized entities raise up to $60 million in financing.
    • Performed market due diligence for a healthcare services company seeking $100 million for expansion into new locations; advised the private equity client that 73% of the new locations proposed by the company were feasible for development.
    • Provided real estate development advice to a UAE government organization for bridging the demand-supply gap across the Emirate of Abu Dhabi by reallocating funds to focus on Grade B housing development.
    Focus areas: Market Research, Market Sizing, Financial Modeling, Business Planning, Strategy
  • Associate, Corporate Finance

    2008 - 2008
    Grant Thornton
    • Prepared the business plan, investment strategy, and private placement memorandum for a $250 million Gulf region-based private equity fund and provided M&A advice to a Pakistani private education provider.
    • Created an M&A model for a private schooling system expanding into multiple catchment areas as well as several international curriculum streams.
    • Conducted market research on consumer spending habits linked to credit card ownership for a top-five Pakistan-based local bank.
    Focus areas: Market Research & Analysis, Market Research, Mergers & Acquisitions (M&A), Financial Modeling

Education

  • Master of Business Administration (MBA) Degree in Entrepreneurship
    2015 - 2017
    HEC Paris - Paris, France

Certifications

  • Chartered Financial Analyst (CFA)
    OCTOBER 2012 - PRESENT
    CFA Institute

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