Khaled is available for hire
Hire KhaledKhaled Amer
Verified Expert in Finance
Finance Expert
Location
Ottawa, ON, Canada
Toptal Member Since
November 25, 2019
As a VC associate, Khaled has participated in over 10 startup investments including Kngine (acquired by Samsung). He enjoys freelancing to help wide variety of clients reach their maximum potential using his financial modeling and valuation skills. A former FP&A analyst with Vodafone, Khaled accumulated experience in investment banking, private equity ($1 billion AUM) and venture capital ($50 million fund) over the past 10 years.
Career Highlights
Financial Consultant
Toptal Clients
Associate VC
Algebra Ventures
Investment Banking Associate
HC Securities & Investment
Education Highlights
Bachelor's Degree
German University in Cairo
Certification Highlights
Certified Financial Modeling & Valuation Analyst (FMVA)
Corporate Finance Institute, Canada
Case Studies
Industry Expertise
Other Expertise
Work Experience
Financial Advisory Senior Associate
2022 - PRESENT
Deloitte
- Valued a portfolio of fintech startups in excess of $100 million by reviewing their financial projections and benchmarked market multiples.
- Built financial models for 10+ tech startups, along with valuation reports.
- Updated quarterly valuation for a publicly listed company with more than $1 billion market cap.
Focus areas: Valuation, Financial Planning & Analysis (FP&A), Financial Modeling, Forecasting, Portfolio Analysis, Financial Analysis, Equity Research, Equity Research Analysis, Alternative Investments, Budgeting, Early-stage Venture Capital, Excel Expert, SaaS, Investments
Financial Consultant
2018 - PRESENT
Toptal Clients
- Advised a European food and beverage startup with its subscription-based business model. Built the financial model with the summary presentation to raise 4 million Euros from VCs.
- Helped SaaS startup secure venture funding to finance their marketing spend through revenue share before fundraising.
- Built a valuation model with comps for an online marketplace targeting the MENA region.
- Prepared financial projections for a client to secure bank financing in Canada for a leveraged buyout (LBO).
- Created discounted cash flow (DCF) model for a $500 million merger and acquisition deal using different scenarios.
Focus areas: Startups, Funding Strategy, Market Research, Pitch Decks, Startup Consulting, Valuation, Financial Modeling, Leveraged Buyout (LBO), Cap Tables, Forecasting, Financial Analysis, Budgeting, Early-stage Venture Capital, Excel Expert, SaaS, Investments
Investment Reporting and Data Analyst
2019 - 2022
IP Private Wealth
- Conducted portfolio data analysis for over $400 million in assets under management.
- Prepared custom client reporting to analyze returns in a visually appealing dashboard.
- Developed investment-related monitoring tools using technology to support efficient scaling of the firm.
- Provided rapid and accurate market research to colleagues and clients.
Focus areas: Financial Planning & Analysis (FP&A), Portfolio Reporting, Investment Research, Data Analysis, Portfolio Analysis, Financial Analysis, Equity Research, Equity Research Analysis, Alternative Investments, Excel Expert
Associate VC
2017 - 2017
Algebra Ventures
- Generated deal flow through different outreach community activities creating a database of the pipeline.
- Assessed startups in the areas of eCommerce, fintech, and business software for a $50 million fund.
- Assisted in the execution of $1.5 million investment in consumer internet startup including term sheet revision.
- Reviewed the business plan and financial model for a fintech scale-up with operations in three markets, raising $6 million.
- Followed up with portfolio companies on monthly growth and operations support.
Focus areas: Fundraising, Startup Consulting, Pitch Decks, Startups, Venture Capital, Revenue & Expense Projections, Cap Tables, Forecasting, Financial Analysis, Alternative Investments, Budgeting, Early-stage Venture Capital, Excel Expert, SaaS, Investments
Assistant Investment Manager
2016 - 2017
Pioneers Holding
- Secured a debt raise of $200 million to finance real estate project development from bank syndicates.
- Performed discounted cash flow analysis for a food and beverage company to prepare it for divestment.
- Conducted budgeting for portfolio companies to achieve targeted returns with sales growing 2x.
- Reviewed potential acquisition opportunities for mid-sized companies against the company's focus areas.
- Performed sum-of-the-parts valuation for a capital raise of a real estate company with 13 projects pre-IPO.
Focus areas: Valuation, Private Equity, Discounted Cash Flow Analysis, Debt Financing, Budgeting, Revenue & Expense Projections, Forecasting, Financial Analysis, Excel Expert, Investments
Investment Banking Associate
2014 - 2016
HC Securities & Investment
- Advised Hikma Pharmaceuticals, listed on the London Stock Exchange, on a $30 million acquisition of a local manufacturer.
- Built detailed financial models, including accretion and dilution, scenario analysis, and valuation.
- Prepared an executive board presentation for client approval on an acquisition deal highlighting strategic rationale, potential revenue enhancement, and cost-saving synergies.
- Sourced a regional buyer for a $100 million food and beverage company presenting a non-binding offer after analyzing its information memorandum.
- Managed deal execution, including due diligence review of tax, financial, and legal findings.
Focus areas: Pitch Books, Financial Modeling, Valuation Modeling, Market Research, Mergers & Acquisitions (M&A), Revenue & Expense Projections, Cap Tables, Forecasting, Due Diligence, Financial Analysis, Excel Expert, Investments
Financial Analyst
2011 - 2014
Vodafone
- Collaborated with different teams in developing the company's annual budget, worth $1 billion.
- Recommended cost-saving initiatives worth $20 million to maintain the company's profitability.
- Conducted variance analysis for revenue and operating expenses on a monthly basis.
- Founded the team of corporate venture capital with seven early-stage startup investments, including Kngine (acquired by Samsung, achieving 3x returns).
- Prepared investment presentations for company management toward funding approval.
Focus areas: Startups, Startup Funding, Financial Reporting, Financial Planning & Analysis (FP&A), Revenue & Expense Projections, Cap Tables, Forecasting, Financial Analysis, Excel Expert, Investments
Education
2007 - 2011
Bachelor's Degree in Finance
German University in Cairo - Egypt
Certifications
OCTOBER 2019 - PRESENT
Certified Financial Modeling & Valuation Analyst (FMVA)
Corporate Finance Institute, Canada
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