Mohamed Salem, CFA, Finance Expert in New York City, United States
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Mohamed Salem, CFA

Verified Expert  in Finance

Finance Expert

Location
New York City, United States
Toptal Member Since
September 8, 2022

Mohamed has over 14 years of experience in FP&A, corporate finance, and investment banking. He is currently the FP&A director for a $100 million revenue organization headquartered in NYC with global offices in Toronto and India. He is a vital strategic finance business partner to the CEO, executive, and senior leadership teams. His experience expands across different finance domains. Mohamed joined Toptal to work with top companies to streamline business operations to drive financial results.

Career Highlights

Certification Highlights

Case Studies

Work Experience

Director of Financial Planning and Analysis

2018 - PRESENT
World Education Services
  • Built the FP&A function and transformed the decision-making within the organization to be evidence-based and data-driven.
  • Implemented Vena solutions to automate and enhance the budgeting process and financial reporting, providing oversight and control to budget holders.
  • Managed all financial communications to ensure accurate and timely reporting to the board of directors, the executive leadership team, and the department heads.
  • Led the annual budgeting and the operating plan process, actively monitoring the budget to detect variances and managing the quarterly forecasting exercise.
Focus areas: Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), Chartered Financial Analyst (CFA), Financial Modeling, Excel Expert, Board Presentations, Communication, Thought Leadership, Mentorship, Forecasting, Cash Flow Forecasting, Cash Flow, DCF Modeling, Private Equity Valuation, Discounted Cash Flow (DCF), DCF Valuation, Budgeting, Sensitivity Analysis, Excel 365, Data-informed Recommendations, Revenue & Expense Projections, Investment Banking, Modeling, M&A Strategy, CFO, Interim CFO, Valuation Modeling, Pitch Deck Consultant, Business Plan Consulting, Financial Forecasting, United States, Chart of Accounts, Accounting, US GAAP, COGS Analysis, Gross Margins, Pricing, Cash Flow Modeling, Presentations, Leadership, Coaching, GAAP, Three-statement Modeling, Leveraged Buyout Modeling, Waterfall Modeling, M&A (Buy-side), Real Estate, Credit Scores, Fundraising, Startups, Pitch Decks, Exit Strategy, Business Models, Strategy, Valuation, Edtech Design, Financing, Education Technology (Edtech), Venture Capital, eCommerce, Funding Strategy, B2B, B2C, Controller, Crystal Reports, Reporting, Sage ERP, RiskMetrics, Cash Flow Management, Cash Flow Analysis, Business Loans, Small & Medium-sized Enterprises (SME), Loans & Lending, SME/SMB Financing, Technology, Inventory Management, Pricing Models, Financial Risk Management, Pricing Strategy, SaaS, Cash Management, Monthly Close Process, Inventory Cost Accounting, Profitability Analysis, Project Finance, Business to Consumer (B2C), Consumer Products, Debt Financing, COO, Software as a Service (SaaS), Cloud, Operations, Managed Services, Data Visualization, Dashboards, Excel Macros, Macros, Excel VBA, Management Reports, Capital Structuring, Cap Tables, Cost Accounting, Investments, Project Evaluation, Impact Investing, GAAP Compliance, Bookkeeping, Data Analysis, Investment Memoranda, Accounts Payable, Accounts Receivable, Budget Management, Performance Improvement, Key Performance Indicators (KPIs), Financial Reporting Dashboards, Financial Analysis, Business Planning, Planning, Financial Restructuring, Restructuring, Cost Reduction & Optimization (Cost-down), Feasibility Studies, Private Company Valuation, Financial Statement Preparation, Google Sheets, Due Diligence, Microsoft Excel, Finance, QuickBooks Online, Growth, Performance, Software, AR/AP Management, Policies & Procedures Compliance, Professional Services, Quality of Earnings, Education, Internal Financial Reporting, Nonprofits, Data Analytics, Business Services

Valuation Expert

2023 - 2023
RadTech
  • Prepared the company business plan and developed a 5-year, 3-statement financial model with detailed assumptions by type of service and by targeted market.
  • Performed equity valuation based on the forecasted free cash flow.
  • Recommended optimal capital structure and efficient ways to manage short- and long-term cash flow.
Focus areas: Fundraising, Pitch Deck Consultant, Pitch Decks, Telehealth, Healthcare, Equity Valuation, Business Planning, Microsoft Excel, Finance, Medical Software, QuickBooks Online, Telemedicine, Growth, Performance, Software, Data Analytics, Business Services

Senior Equity Analyst

2014 - 2017
Prime Holding
  • Successfully led a team of ten analysts to achieve a 20% revenue growth in the corporate brokerage business.
  • Managed an initial public offering for a tech company from the independent investment report to the transaction's private placement and public offering, overseeing all legal and regulatory requirements throughout the process.
  • Implemented process enhancements that reduced the valuation process time by 30%.
  • Introduced the CFA Institute Code of Ethics and Standards of Professional Conduct across the organization.
Focus areas: Equity Valuation, Initial Public Offerings, Mergers & Acquisitions (M&A), Financial Analysis, Financial Modeling, Excel Expert, Forecasting, Cash Flow Forecasting, Cash Flow, DCF Modeling, Private Equity Valuation, Discounted Cash Flow (DCF), DCF Valuation, Thomson Reuters, Bloomberg, Sensitivity Analysis, Excel 365, Data-informed Recommendations, Revenue & Expense Projections, Investment Banking, M&A (Sell-side), Modeling, M&A Strategy, Valuation Modeling, Pitch Deck Consultant, Business Plan Consulting, Financial Forecasting, Accounting, COGS Analysis, Gross Margins, Cash Flow Modeling, Presentations, Leadership, Coaching, Three-statement Modeling, Leveraged Buyout Modeling, Waterfall Modeling, M&A (Buy-side), Saudi Arabia, Banking & Finance, Real Estate, Fundraising, Startups, Pitch Decks, Exit Strategy, Market Research, Business Models, Strategy, Valuation, Financing, Venture Capital, Early-stage Startups, Funding Strategy, Venture Funding, Food & Beverage, B2B, B2C, Reporting, RiskMetrics, Cash Flow Management, Cash Flow Analysis, Construction, Loans & Lending, SME/SMB Financing, Technology, Inventory Management, Financial Planning & Analysis (FP&A), Cash Management, Monthly Close Process, Inventory Cost Accounting, Food Production, Food, Profitability Analysis, Project Finance, Business to Consumer (B2C), Supply Chain Management (SCM), Consumer Products, Debt Financing, Cloud, Operations, Middle East, United Arab Emirates, Investor Presentations, Early-stage Funding, Early-stage Venture Capital, Startup Funding, Seed Fundraising, Dashboards, Excel Macros, Macros, Excel VBA, Management Reports, Capital Structuring, Cap Tables, Cost Accounting, Investments, Equity Investment, Investment Consulting, Investment Committee Advisory, Project Evaluation, Impact Investing, Energy, Healthcare, GAAP Compliance, Data Analysis, Investment Memoranda, Accounts Payable, Accounts Receivable, Equity Research, Equity Research Analysis, Equity Markets, Research, Performance Improvement, Mining, Key Performance Indicators (KPIs), Business Planning, Planning, Financial Restructuring, Restructuring, Cost Reduction & Optimization (Cost-down), Logistics & Warehousing, Manufacturing, Feasibility Studies, Fertilizers, Private Company Valuation, Google Sheets, Due Diligence, Microsoft Excel, Finance, Medical Software, Growth, Performance, Quality of Earnings, Portfolio Analysis, Education, Internal Financial Reporting, Data Analytics, Business Services

Senior Credit Analyst

2012 - 2014
AlexBank
  • Provided critical analytical support to crucial strategic clients such as Ceramica Cleopatra, the largest ceramic producer in Egypt, while protecting the bank capital and ensuring smooth loan repayment.
  • Assessed clients' financials for existing and potential risks according to applicable risk policies, leading to an approximate 10% reduction in loans past due.
  • Built the credit proposal template used by the corporate credit department team, which improved the approval rate of credit facilities from 70% to 85%.
Focus areas: Global Banking, Credit Analysis, Corporate Finance, Forecasting, Cash Flow Forecasting, Cash Flow, DCF Modeling, Private Equity Valuation, Discounted Cash Flow (DCF), DCF Valuation, Thomson Reuters, Bloomberg, Sensitivity Analysis, Excel 365, Data-informed Recommendations, Revenue & Expense Projections, Investment Banking, M&A (Sell-side), Modeling, M&A Strategy, Valuation Modeling, Pitch Deck Consultant, Business Plan Consulting, Financial Forecasting, Accounting, COGS Analysis, Gross Margins, Cash Flow Modeling, Presentations, Three-statement Modeling, Waterfall Modeling, Credit Risk, Saudi Arabia, Banking & Finance, Credit Underwriting, Credit/Debt, Islamic Banking, Credit Scores, Pitch Decks, Market Research, Business Models, Strategy, Retail & Wholesale, Financial Modeling, Valuation, Financing, Early-stage Startups, eCommerce, Funding Strategy, Food & Beverage, B2B, B2C, Reporting, RiskMetrics, Cash Flow Management, Cash Flow Analysis, Business Loans, Small & Medium-sized Enterprises (SME), Loans & Lending, SME/SMB Financing, Inventory Management, Pricing Models, Financial Risk Management, Financial Planning & Analysis (FP&A), Pricing, Pricing Strategy, Cash Management, Monthly Close Process, Inventory Cost Accounting, Food Production, Food, Profitability Analysis, Project Finance, Business to Consumer (B2C), Supply Chain Management (SCM), Consumer Products, Debt Financing, Software as a Service (SaaS), Cloud, Operations, Middle East, Investor Presentations, Early-stage Funding, Early-stage Venture Capital, Startup Funding, Seed Fundraising, Dashboards, Management Reports, Capital Structuring, Cap Tables, Cost Accounting, Investments, Equity Investment, Investment Consulting, Project Evaluation, Energy, Healthcare, GAAP Compliance, Data Analysis, Accounts Payable, Accounts Receivable, Performance Improvement, Key Performance Indicators (KPIs), Financial Analysis, Business Planning, Planning, Financial Restructuring, Restructuring, Cost Reduction & Optimization (Cost-down), Logistics & Warehousing, Manufacturing, Feasibility Studies, Private Company Valuation, Google Sheets, Due Diligence, Microsoft Excel, Loans, Finance, Growth, Performance, Quality of Earnings, Internal Financial Reporting, Data Analytics, Business Services

Senior Equity Analyst

2010 - 2012
Sigma Capital Holding
  • Managed a team of two financial analysts to propose investment ideas for institutional clients, generating a 120% excess return over the EGX 30 index.
  • Provided financial advice in mergers and acquisitions.
  • Produced detailed valuation reports for publicly traded companies in various sectors, using the top-down approach and other sophisticated financial and valuation models.
  • Presented financial reports and investment recommendations to senior managers and clients from different backgrounds.
Focus areas: Equity Valuation, Chartered Financial Analyst (CFA), Financial Analysis, Financial Modeling, Excel Expert, Forecasting, Cash Flow Forecasting, Cash Flow, DCF Modeling, Private Equity Valuation, Discounted Cash Flow (DCF), DCF Valuation, Thomson Reuters, Bloomberg, Sensitivity Analysis, Excel 365, Data-informed Recommendations, Revenue & Expense Projections, Investment Banking, M&A (Sell-side), Modeling, Valuation Modeling, Pitch Deck Consultant, Business Plan Consulting, Financial Forecasting, Accounting, COGS Analysis, Gross Margins, Cash Flow Modeling, Presentations, Three-statement Modeling, Waterfall Modeling, Manufacturing, Saudi Arabia, Banking & Finance, Islamic Banking, Real Estate, Pitch Decks, Exit Strategy, Market Research, Business Models, Strategy, Retail & Wholesale, Valuation, Financing, Early-stage Startups, Funding Strategy, Food & Beverage, B2B, B2C, Reporting, RiskMetrics, Cash Flow Management, Cash Flow Analysis, Construction, Inventory Management, Financial Planning & Analysis (FP&A), Cash Management, Monthly Close Process, Inventory Cost Accounting, Food Production, Food, Profitability Analysis, Project Finance, Business to Consumer (B2C), Supply Chain Management (SCM), Consumer Products, Debt Financing, Cloud, Operations, Middle East, United Arab Emirates, Investor Presentations, Early-stage Funding, Early-stage Venture Capital, Startup Funding, Seed Fundraising, Management Reports, Capital Structuring, Cap Tables, Cost Accounting, Investments, Equity Investment, Investment Consulting, Investment Committee Advisory, Project Evaluation, Energy, Healthcare, GAAP Compliance, Data Analysis, Investment Memoranda, Accounts Payable, Accounts Receivable, Equity Research, Equity Research Analysis, Equity Markets, Research, Performance Improvement, Mining, Key Performance Indicators (KPIs), Business Planning, Planning, Financial Restructuring, Restructuring, Cost Reduction & Optimization (Cost-down), Logistics & Warehousing, Feasibility Studies, Private Company Valuation, Google Sheets, Due Diligence, Microsoft Excel, Finance, Medical Software, Growth, Performance, Quality of Earnings, Portfolio Analysis, Internal Financial Reporting, Data Analytics, Business Services

Financial Analyst

2008 - 2010
Premiere Securities
  • Conducted due diligence for the buyer in an acquisition transaction in the real estate sector, resulting in over 100% return on investment within a year.
  • Developed financial and valuation reports with recommended investment ideas, which led to acquiring two of the largest institutional clients in the market.
  • Evaluated and monitored private equity investments.
Focus areas: Equity, DCF Valuation, Valuation, Equity Valuation, Investments, Investing, Private Equity, Private Equity Valuation, DCF Modeling, Discounted Cash Flow (DCF), Chartered Financial Analyst (CFA), Investment Banking, M&A (Sell-side), Modeling, Valuation Modeling, Financial Forecasting, Accounting, COGS Analysis, Gross Margins, Cash Flow Modeling, Presentations, Three-statement Modeling, Waterfall Modeling, Saudi Arabia, Banking & Finance, Islamic Banking, Real Estate, Pitch Decks, Market Research, Strategy, Financial Modeling, Financing, Venture Capital, Funding Strategy, Venture Funding, B2B, B2C, Reporting, RiskMetrics, Cash Flow Management, Cash Flow Analysis, Construction, Inventory Management, Cash Management, Monthly Close Process, Inventory Cost Accounting, Profitability Analysis, Project Finance, Business to Consumer (B2C), Supply Chain Management (SCM), Consumer Products, Debt Financing, Cloud, Operations, Middle East, Investor Presentations, Early-stage Funding, Early-stage Venture Capital, Startup Funding, Seed Fundraising, Management Reports, Capital Structuring, Cap Tables, Cost Accounting, Equity Investment, Investment Consulting, Investment Committee Advisory, Project Evaluation, Energy, Healthcare, GAAP Compliance, Data Analysis, Investment Memoranda, Accounts Payable, Accounts Receivable, Equity Research, Equity Research Analysis, Equity Markets, Research, Performance Improvement, Mining, Key Performance Indicators (KPIs), Financial Analysis, Business Planning, Planning, Financial Restructuring, Restructuring, Cost Reduction & Optimization (Cost-down), Feasibility Studies, Private Company Valuation, Google Sheets, Due Diligence, Microsoft Excel, Finance, Growth, Performance, Quality of Earnings, Portfolio Analysis, Internal Financial Reporting, Data Analytics, Business Services
2003 - 2007

Bachelor's Degree in Business Administration

Alexandria University - Alexandria, Egypt

AUGUST 2014 - PRESENT

Chartered Financial Analyst (CFA)

CFA Institute

Finance

Equity Valuation, Chartered Financial Analyst (CFA), Financial Planning & Analysis (FP&A), Corporate Finance, Mergers & Acquisitions (M&A), Credit Analysis, Financial Modeling, Budgeting, Financial Reporting, Private Equity Valuation, DCF Valuation, Discounted Cash Flow (DCF), Forecasting, Cash Flow Forecasting, Cash Flow, Revenue & Expense Projections, Valuation, M&A (Sell-side), CFO, Valuation Modeling, Accounting, Pricing, Cash Flow Modeling, Three-statement Modeling, Leveraged Buyout Modeling, M&A (Buy-side), Credit Risk, Credit/Debt, Fundraising, Market Research, Funding Strategy, Venture Funding, Controller, RiskMetrics, Pricing Strategy, Cash Management, Profitability Analysis, Project Finance, Startup Funding, Seed Fundraising, Capital Structuring, Project Evaluation, Data Analysis, Investment Memoranda, Equity Research, Equity Research Analysis, Financial Restructuring, Cost Reduction & Optimization (Cost-down), Private Company Valuation, Due Diligence, Portfolio Analysis, Internal Financial Reporting, Credit Underwriting, Islamic Banking, UK GAAP, Private Equity

Output Software

Microsoft Excel, Google Sheets

Data & Analysis Software

Tableau, Bloomberg, Thomson Reuters, NetSuite, QuickBooks Online, Salesforce, Intuit QuickBooks

Industry Expertise

Banking & Finance, Real Estate, Retail & Wholesale, Education Technology (Edtech), Venture Capital, Early-stage Startups, Food & Beverage, Technology, Food Production, Food, Consumer Products, Energy, Healthcare, Mining, Professional Services, Nonprofits, Renewable Energy, Construction, Software

Geographic Expertise

United States, Middle East, United Arab Emirates, Saudi Arabia

Other

Financial Analysis, Initial Public Offerings, Excel 365, Sage, Data-informed Recommendations, Excel Expert, Communication, Mentorship, Vena, Sensitivity Analysis, Scenario Analysis, DCF Modeling, Investments, Investment Banking, Modeling, M&A Strategy, Pitch Deck Consultant, Business Plan Consulting, Financial Forecasting, Chart of Accounts, US GAAP, COGS Analysis, Gross Margins, Presentations, Leadership, Coaching, Waterfall Modeling, Manufacturing, Pitch Decks, Exit Strategy, Business Models, Strategy, Edtech Design, Financing, eCommerce, B2B, B2C, Crystal Reports, Reporting, Sage ERP, Cash Flow Management, Cash Flow Analysis, Business Loans, Small & Medium-sized Enterprises (SME), Loans & Lending, SME/SMB Financing, Inventory Management, Pricing Models, Financial Risk Management, SaaS, Monthly Close Process, Inventory Cost Accounting, Business to Consumer (B2C), Supply Chain Management (SCM), Debt Financing, Software as a Service (SaaS), Cloud, Operations, Managed Services, Investor Presentations, Early-stage Funding, Early-stage Venture Capital, Data Visualization, Dashboards, Excel Macros, Macros, Excel VBA, Management Reports, Cap Tables, Cost Accounting, Equity Investment, Investment Consulting, Investment Committee Advisory, Impact Investing, GAAP Compliance, Bookkeeping, Accounts Payable, Accounts Receivable, Equity Markets, Research, Budget Management, Performance Improvement, Key Performance Indicators (KPIs), Financial Reporting Dashboards, Business Planning, Planning, Restructuring, Logistics & Warehousing, Feasibility Studies, Fertilizers, Financial Statement Preparation, Loans, Finance, Medical Software, Growth, Performance, AR/AP Management, Quality of Earnings, Education, Data Analytics, Business Services, Global Banking, Board Presentations, Thought Leadership, Interim CFO, GAAP, Credit Scores, Startups, Fractional CFO, COO, Telemedicine, Policies & Procedures Compliance, Equity, Investing, Microsoft Power BI, UltiPro HCM, Chemical Engineering, Industry Analysis, Industrial Engineering, Stock Market, Stock Analysis, Monday.com, Bill.com, Telehealth

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