Haseeb A Chowdhry, Finance Expert in Washington, DC, United States
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Haseeb A Chowdhry

Verified Expert  in Finance

Finance Expert

Washington, DC, United States
Toptal Member Since
December 1, 2020

Haseeb has 10+ years of experience in investment banking, strategy and corporate development, and operational experience at a founder-led startup. He has been involved in transactions with a cumulative value of $10 billion. His experience spans multiple industries including transportation, financial services, fintech, franchising, retail, hospitality/real estate, food-tech, edtech, health-tech, and digital payments.

Career Highlights

Trivium Global, LLC
Director, Corporate Development
Choice Hotels International, Inc.

Education Highlights

Master of Business Administration (MBA)
New York University (Leonard N. Stern School of Business)
Bachelor's Degree
New York University (Leonard N. Stern School of Business)

Certification Highlights

Case Studies

Work Experience


2020 - PRESENT
Trivium Global, LLC
  • Oversaw the build-out of a fully-distributed offsite CFO platform; successfully grew the platform to seven figures by 2023.
  • Hired and trained a team of 15 consultants who provide top-notch deliverables for my clientele.
  • Focused on industries including video games/entertainment, healthtech, edtech, real estate development, hospitality/tourism, and transportation.
Focus areas: M&A Modeling, Fractional CFO, Virtual CFO, Valuation, Corporate Finance

Director, Corporate Development

2019 - 2020
Choice Hotels International, Inc.
  • Analyzed investment opportunities across sell-side/buy-side M&A, corporate VC, and strategic partnerships; led due diligence, drafted LOIs, and prepared presentations for the executive team, board of directors, and external partners.
  • Led a buy-side due diligence process (Goldman Sachs served as advisor) for Project Paradise; developed a robust earn-out structure based on revenue and EBITDA hurdles to incentivize key sell-side executives.
  • Built a long-term strategic planning model to provide capital allocation decisions for Choice's vacation rentals business; I was the key point of contact for Choice's CFO and CMO.
  • Analyzed returns and overall impact of acquiring a European hostel company on Choice’s firmwide leverage, EBITDAR and EBITDA with sensitivities on RevPAR, unit growth, and growth/maintenance capex levers for Project Garuda; Moelis served as advisor.
  • Managed a team of two managers; actively involved in staff development initiatives.
Focus areas: Equity Raises, Equity Investment, Pro Forma Financial Statements, Private Equity, Forecasting, Data Analytics, Capital Budgeting, Microsoft PowerPoint, Venture Capital, Capital IQ, Valuation, Financial Modeling, Corporate Finance, Microsoft Excel, Corporate Development, Investor Presentations, Project Management, Board Decks, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A)

Vice President

2014 - 2019
Wall Street Prep
  • Conducted 6,000+ live training hours and webinars for 5,000+ global professionals across 30 topics in corporate financeand modeling; customized all client course materials and received top feedback on ability to impart knowledge to students (94%).
  • Involved in around 15% of WSP’s annual revenue; upsized WSP’s largest investment banking client to $110,000 ARR; utilized Salesforce to actively manage top institutional accounts, including investment banks, PE firms, and consulting firms.
  • Served as product manager for online content library (150+ assets, 75k,000+ users) updates utilizing Confluence, Atlassian, and Camtasia.
  • Supported the development and execution of WSP Consulting’s business plan in 2018; achieved $300,000 in budgeted revenue.
  • Worked with corporate clients including (but not limited to) Goldman Sachs, Carlyle, Vista Equity Partners, Blackstone, Blackrock, and Greentech Capital Advisors.
  • Worked with clients in higher education including (but not limited to): Wharton, MIT Sloan, Booth, Columbia Business School/SIPA, Ross (U. Michigan).
Focus areas: Equity Investment, Pro Forma Financial Statements, Project Management, Private Equity, Startups, Forecasting, Mergers & Acquisitions (M&A), Microsoft PowerPoint, Capital IQ, Valuation, Financial Modeling, Venture Capital, Corporate Finance, Microsoft Excel, Capital Budgeting, Capitalization Tables, Business Development, Consulting

Assistant Vice President

2012 - 2014
  • Identified around $30 million (7-10%) in annual IT infrastructure cost savings across six business units; collaborated with 40 cross-functional working group members and external consultancies to validate and deliver findings.
  • Designed revenue optimization models for a $19 billion AUM UHNW fee-based business across 30 fund strategies and forecasted 10-15% revenue growth; presented a strategic plan to C-Suite; collaborated with multiple teams on developing findings.
  • Built a risk monitoring tool for an internal $30 million fixed income portfolio; presented monthly on P/L impact and risk considerations.
  • Developed an investor rep hiring model with multiple scenarios, profitability, and IRR analyses; the model was actively utilized by HR to make hiring decisions. Introduced new structures to the model to account for unique hiring structures.
Focus areas: Pro Forma Financial Statements, Project Management, Board Decks, Strategic Planning & Execution, Forecasting, Microsoft PowerPoint, Capital IQ, Valuation, Financial Modeling, Corporate Finance, Microsoft Excel, Strategy, Chief Operations Officer (COO), Business Strategy, Capital Budgeting, Data Analytics

Analyst, Maritime Investment Banking

2010 - 2012
  • Worked on 10 sell- and buy-side M&A, LBOs, fairness opinions, debt and equity financings, and distressed credit situations. Prepared valuation analyses, merger and LBO models, debt covenant analyses, client presentations, and investment memoranda.
  • Built target/acquirer standalone models and merger model with financing scenarios, accretion and dilution, and sensitivity analyses for the Genco Shipping and Trading acquisition of 16 dry-bulk vessels from Bourbon SA (closed at $545 million).
  • Built a pro forma financial model, developed an internal sales memo, and coordinated the sales offering for a convertible debt offering by Ultrapetrol, Ltd. (closed at $80 million).
  • Handled a follow-on equity offering for Genco Shipping and Trading (closed at $53 million).
  • Conducted all valuation work (DCF, comparables) and actively drafted the fairness opinion presentation for the Special Committee of Board of Directors of Crude Carriers Corp (approx. $400 million).
  • Built DCF and LBO analyses with sensitivities on leverage and exit multiples, and embedded cash flow sweeps on term loans for Project Trident, the potential LBO of a European cruise ferry operator ($2 billion).
  • Trained six junior analysts and served as a member of the Investment Banking Best Practices Committee.
Focus areas: Equity Raises, Equity Investment, Pro Forma Financial Statements, Investor Presentations, Project Management, Board Decks, Private Equity, Capital Budgeting, Microsoft PowerPoint, Capital IQ, Valuation, Financial Modeling, Corporate Finance, Microsoft Excel, Leveraged Buyout Modeling, Mergers & Acquisitions (M&A), Convertible Debt, Initial Public Offerings, Credit Analysis, Distressed Assets, Forecasting, Bloomberg, Transportation & Shipping

Corporate Development Analyst

2009 - 2010
Edible Arrangements
  • Solely established the operations of an equipment financing subsidiary for Edible Arrangements International, Inc. Deployed $1 million of capital across 10 projects.
  • Developed best practices for project analysis and strategic planning across multiple verticals.
  • Contributed to special projects including a buyout and restructuring of 30 troubled franchises in the Bay Area.
Focus areas: Equity Raises, Equity Investment, Pro Forma Financial Statements, Corporate Development, Investor Presentations, Project Management, Board Decks, Business Strategy, Strategy, Forecasting, Data Analytics, Capital Budgeting, Mergers & Acquisitions (M&A), Microsoft PowerPoint, Entrepreneurial Finance, Valuation, Financial Modeling, Corporate Finance, Microsoft Excel, Private Equity, Startups, Strategic Planning & Execution
2019 - 2020

Master of Business Administration (MBA) in Finance and Analytics

New York University (Leonard N. Stern School of Business) - New York, NY

2005 - 2009

Bachelor's Degree in Finance & Accounting

New York University (Leonard N. Stern School of Business) - New York, NY


Series 63



Series 79



Corporate Finance, Valuation, Pro Forma Financial Statements, Mergers & Acquisitions (M&A), Financial Modeling, Capital Budgeting, Forecasting, Leveraged Buyout Modeling, Due Diligence, M&A (Buy-side), Three-statement Modeling, Entrepreneurial Finance, Equity Raises, Financial Planning & Analysis (FP&A), Private Equity, Accounting, Credit Analysis, Convertible Debt, Investment Thesis, Comparable Company Analysis, M&A Modeling

Output Software

Microsoft Excel, Microsoft PowerPoint, Google Docs

Data & Analysis Software

Capital IQ, Intuit QuickBooks, Bloomberg, Tableau

Industry Expertise

Transportation & Shipping, Venture Capital, Real Estate, Health


Financial Analysis, Dropbox, Corporate Development, Investment Banking, Startups, Edtech Design, Learning Management Systems (LMS), Entrepreneurship, Slack, Board Decks, Project Management, Investor Presentations, Consulting, Software as a Service (SaaS), Machine Learning, Artificial Intelligence (AI), JMP, Equity Investment, Business Development, Capitalization Tables, Data Analytics, Business Strategy, Chief Operations Officer (COO), Strategy, Distressed Assets, Initial Public Offerings, Strategic Planning & Execution, Company Profiles, Competitive Intelligence, Human Capital Management, SaaS, Project Planning, Virtual CFO, Fractional CFO

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