Karim is available for hire
Hire KarimKarim Kadry
Verified Expert in Management Consulting
Management Consulting Expert
Burlington, ON, Canada
Toptal member since November 7, 2018
Expertise
Quantitative AnalysisRisk ManagementInvestment BankingStock Market ConsultingBusiness ModelingBusiness Analysis ConsultingPitch Deck ConsultingPortfolio ManagementMarket Research AnalystExcelFinancial ForecastingDue DiligenceInvestment AnalysisFinancial AnalysisPrivate EquityData Analysis ConsultingFamily Office409A ValuationChief of StaffHedge FundsChartered Financial AnalysisInterim CEOs
Bio
Over his 20-year career in investment banking, Karim led deals ranging from $5 million to $2 billion, coordinating closely with entrepreneurs, CEOs, and directors in a wide variety of industries. He has collaborated with teams as small as two people, as well as large corporates like UBS. As a freelancer, Karim enjoys being exposed to different sectors, meeting new people and tackling challenges. He is a CFA charter holder and has a joint MBA from IESE.
Career Highlights
Investment Manager
Private Equity Funds in Calgary
Head of Investment Banking
Global Investment House
Chief Executive Officer
Inertia Investment
Education Highlights
Master of Business Administration (MBA) Degree
IESE Business School with Nile University
Bachelor's Degree
Cairo University
Certification Highlights
Chartered Financial Analyst (CFA)
CFA Institute
Case Studies
Port Loading Company Acquisition Model and Teaser
ValuationRevenue & Expense ProjectionsCapital RaisingDebt FinancingMergers & Acquisitions (M&A)Modeling+ 115 more
Evaluation of PE group of funds
EvaluationProperty ValuationPerformance EvaluationRevenue ProjectionsRevenue & Expense ProjectionsCash Flow+ 114 more
Industry Expertise
- Agriculture
- Business Services
- Accounting Services
- Management Consulting
- Information & Document Management
- Multimedia & Graphic Design
- Advertising & Marketing
- Custom Software & IT Services
Other Expertise
- Corporate Finance
- Deal Structuring
- Financial Modeling
- Financial Planning & Analysis (FP&A)
- Mergers & Acquisitions (M&A)
- Stock Market
Work Experience
Investment Manager
2012 - PRESENT
Private Equity Funds in Calgary
- Built detailed financial models of companies and projects, including return analysis, sensitivity analysis, risk assessment, and valuation.
- Prepared to sell pitches and gave presentations to raise capital - including $50 million from a single institutional client for a new idea.
- Sourced, screened, performed due diligence, and executed asset purchases for portfolios worth $100 million.
- Sourced, performed due diligence, and executed asset purchases for a $25 million non-leveraged farmland portfolio that was later sold for an IRR of 15%.
- Led a team of five financial professionals covering the western Canadian market.
- Managed a team of 6 handling administrative and back-office matters. They also issue investor updates and periodical releases.
- Developed a strategic plan and financial forecasting model supporting a $5 million stake in the managing company.
- Handled all administrative, regulatory, and legal aspects of launching new funds. This included launching a fund in two weeks to capture the registered retirement savings plan (RRSP) season.
Focus areas: Fundraising, Fund Governance, Funding Process, Fund Structure, Cash Flow Forecasting, Cash Flow, Project Finance, Budgeting, Wealth Management, Capital Structuring, Capital Raising, Fund Management, Financial Modeling, Cash Flow Modeling, Valuation Modeling, Forecasting, Business Models, Partnerships, M&A Modeling, Due Diligence, Business Strategy, Workshops, Business Analysis, Startups, Fintech, CEO, Leadership, Quantitative Analysis, Quantitative Finance, Trading Systems, Investments, Equity Research Analysis, CFO, Financial Planning & Analysis (FP&A), Three-statement Modeling, Analysis, Financial Services, Process Mapping, Use Case Analysis, Process Design, Project Management, Workflow Diagrams, Pitch Decks, Financing, Pitch Deck Consultant, Finance, Cryptocurrency, Data Analysis, Financial Data, Statistics, Predictive Modeling, Regression Modeling, Data Analytics, M&A (Sell-side), United States, Small & Medium-sized Enterprises (SME), Infrastructure, Business Services, Investment Portfolio Management, Portfolio Management, Financial Markets, Strategic Planning & Execution, High Net Worth Individuals (HNWI), Capital Asset Pricing Model (CAPM), Equities, Asset Allocation, Cannabis, Investor Relations, Agrotech, Renewable Energy, Digital Marketing, Customer Acquisition, Business Plan Consulting, Structuring of Funds, Growth Equity, Limited Partnerships, Investment Funds, Investor Relations Consultant, Institutional Investors, Business Planning, SaaS, Excel Expert, B2B, Initial Public Offerings, Manufacturing, Financial Forecasting, Asset Management, Investment Banking, United Kingdom, P&L Analysis, P&L Forecasting, Impact Investing, Social Impact, Business to Government (B2G), Fundraising Strategy, Leadership Strategy, Equity Markets, Consulting, Digital Transformation, Market Research, Data Science, Statistical Analysis, B2B Partnerships, Due Diligence Consultant, Data Rooms, IT Services, Waterfall Modeling, Investment Return Scenario Analysis, Return on Invested Capital (ROIC), Consumer Products, Family Office, Management Consulting, Industry Analysis, Information Memoranda, Comparable Company Analysis, Confidential Information Memorandum (CIM), Mining, RiskMetrics, Key Performance Indicators (KPIs), Technical Analysis, Fundamental Analysis, Early-stage Funding, Waterfall Methodology, Portfolio Analysis, Real Estate Development, Private Equity Valuation, Hedge Funds, Healthcare, Pricing, Scenario Analysis, Change Management, Organizational Change Management (OCM), Operating Models, Business Transformation, M&A (Buy-side), Leveraged Buyout Modeling, Leveraged Buyout (LBO), Investment Memoranda, Investment Committee Advisory, Monte Carlo Simulations, Real Estate, Commercial Real Estate Finance (CREF), Medical Software, Private Company Valuation, Retail & Wholesale, Term Sheet Advisory, Revenue & Expense Projections, Residential Real Estate, Construction, Investment Analysis, Commercial Real Estate, Mergers & Acquisitions (M&A), Financial Analysis, Cross-border M&A, M&A Due Diligence (Financial), Pro Forma Financial Statements, Canada, Private Equity Consultant, Family Office Consultants, Family Office Management, Free Cash Flow (FCF), Intellectual Property Valuation, Business Development, Chief of Staff, Sales Effectiveness, Sales Strategy, Retail Strategy, Sales, Marketing, Finance Reports, Hospitality, Valuation, 409A Valuation, Innovation, Innovation Strategy, COO, Chief Operations Officer (COO), Operations, Logistics, Market Research & Analysis, Profiling, Executive Consulting, Foreign Exchange, Backtesting, Backtesting Trading Strategies, Data Collection, Customer Relationship Management (CRM), Analytics, Lead Generation, Sales Funnel, Sales Process Management, Sales Training, Workflow, Software as a Service (SaaS), Email Sales, Profit & Loss (P&L), Pitch Books, Retail Technology, Prospectus Drafting, Real Estate Investment, Fundraising Consultant, Go-to-market (GTM) Strategy, Education Technology (Edtech), Sensitivity Analysis, Value Creation, Growth Strategy, Revenue Growth, Risk Analysis, Power Purchase Agreements (PPA), Competitor Analysis & Profiling, Deal Analysis, Franchises, Digital Project Management, Product Strategy Consultant, Fixed Income, Treasury, Microsoft PowerPoint, Investment Capital Raising, Excel Add-ins, Cash Flow Analysis, Intuit QuickBooks, CIM, Teasers, Exit Strategy, Blockchain & Cryptocurrency, Blockchain, Early-stage Venture Capital, Seed Fundraising, Series A, Structured Finance, Working Capital Management, Competitive Analysis, Microsoft Excel, Investment Policy Statements (IPS), Deal Desk, Procurement, RFPs, Acquisitions, Communication, Cost Reduction & Optimization (Cost-down), Change Impact Assessment, Stakeholder Analysis, Fractional CFO, Executive Coaching, Strategic Planning, Nonprofits, Financials, Startup Consulting, Advisory, Finance Strategy, IRR, NPV Calculation, Portfolio pacing, Business Consulting, Operations Management, Investment Performance Reporting, Equity Investment, Finance Process Improvement, Data Structures, CTO, eCommerce, Business Partnerships, Partner Management, Strategy Consulting, Data Analysis Consultant, Marketing Strategy, Cap Tables, Cash Flow Management, Corporate Restructuring, Investor Presentations, Energy, Recruiting, Private Capital Markets, Capital Markets, Marketing Analytics, Technology, ROI, Market Diligence, Total Addressable Market (TAM), Organizational Design, Organizational Structure, Marketing Research & Analysis, Financial Reporting, Reporting, Treasury Management, Structure & Organizational Design, Process Improvement, Business Process Improvement (BPI), International Expansion, Investment Modeling, Government Contracts, Business Validation, Company Strategy, Variance Reporting, Real Estate Modeling, Organizational Strategy & Design, Process Flows, Product Strategy, Salesforce, Tableau, Microsoft Power BI, Internal Communications, Customer Segmentation, Pharmaceuticals, Consumer Lending, Operational Finance, Finance Transformation, Angel/Seed Funding, Data Visualization, Hedge Fund Consultant, Oracle, SAP, Digital Payments, Exit Planning, Agile Product Management, Web Product Management, Chief Product Officer (CPO), Risk Management, Dashboards, Economics, Product Roadmaps, Scalable Operating Models, Feasibility Studies, Stock Market, Primary Research, Account Management, Financial Advisory, Client Management, M&A Analysis, Deal Advisory, ERP Implementation, Enterprise Resource Planning (ERP), Finance Management, Business Processes, Stakeholder Management, Business to Consumer (B2C), Rentals, Resource Planning & Analysis, Business Operations, Cost Efficiency, Operational Modeling, Clean Energy, Compliance, Artificial Intelligence (AI), Data, Large Language Models (LLMs), Agile Program Management, Data Governance, Program Management, Cost Modeling, Costing, Automation, Buy-side, Executive Reporting, Market Risk, Regulatory Reporting, M&A Strategy, Macroeconomics, Cost Accounting, Risk Assessment, Risk Modeling, Risk & Compliance, Stress Testing, Investment Strategy, Post-merger Integration, Aerospace & Defense, Integration, Private Equity, DCF Modeling, Accounting, Spreadsheets, Corporate Development, Personal Finance Management, Revenue Modeling, Portfolio Analyst, Private Credit, Term Sheets, Transaction Advisory, Subscriptions, Subscription Models, Mobile Consumer Applications, Early-stage Startups, Business Modeling, Business Model Strategy, Green Energy, Pitch Presentations, Financial Presentations, Presentation Development, Board Presentations, Presentation Design, Finance Director, Bookkeeping, Sales Coaching, Sales Management, Operational Efficiency Improvement, Human Resources (HR), Excel Modeling, Dashboard Design, Portfolio Analytics, Financial Risk Analysis, Investments & Risk Management, PowerPoint Design, Volatility, Process Optimization, System Process Mapping, Controller, NetSuite, Supply Chain, Data Migration, Data Modeling, Master Data Management (MDM), Communications Management, LLC Agreements, Distribution Management, Fund Accounting & Administration, Legal, Use of Proceeds, Acquisition Analysis, Contract Lifecycle Management (CLM), Contract Review, Documentation, Process Transformation, Stakeholder Engagement, Data Transformation, Inventory Optimization, Direct to Consumer (D2C), Revenue Operations (RevOps), Business Intelligence (BI), Accounts Payable, Business Process Analysis, Term Sheet Negotiations, Revenue Analysis, Capacity Planning, Manufacturing Strategy, M&A Valuation (DCF), Dispute Resolution, Mathematical Modeling, Pricing Models, Statistical Modeling, Inventory, Supply Chain Optimization
Head of Investment Banking
2010 - 2012
Global Investment House
- Sourced, analyzed, and successfully closed acquisition deals, including the successful sale of a $30 million oil services company in three months.
- Conceptualized, designed and built many selling pitches - including a pitch of a holding company with 17 subsidiaries.
- Designed, built and produced marketing materials and presentations, including a digital media presentation for the sale of a multi-media company.
- Built detailed financial models of companies and projects, including return analysis, sensitivity analysis, risk assessment, and valuation.
- Built detailed turnaround strategic plans aimed at enhancing the value of takeover targets, including adding new market sectors and segments for a retail company.
- Analyzed regulatory and taxation environments to produce different fund structures to facilitate acquisitions.
- Conceptualized and implemented the organizational structure, created budgets and strategic plans of the division and target firms.
- Supervised and carried out in-depth analyses of different firms aimed at reaching fair values, optimum capital structures, most suitable exit scenarios and tailored unique investment structures.
Focus areas: Debt Restructuring, Financial Restructuring, Market Research, Finance Structures, Fund Structure, Startup Funding, Equity Capital, Investor Presentations, Capital, Business Advisory, Acquisitions, Accounting, Transaction Modeling, Valuation Modeling, Cash Flow Modeling, M&A Modeling, DCF Valuation, Valuation Analysis, Valuation Multiples, Valuation, Corporate Finance, Capital Structuring, Capital Raising, Debt Raises, Debt Structuring, Equity Valuation, Equity Offerings, Mergers & Acquisitions (M&A), Fundraising, Forecasting, Business Models, Partnerships, Due Diligence, Business Strategy, Workshops, Business Analysis, Oil & Gas, Startups, Fintech, CEO, Leadership, Quantitative Analysis, Quantitative Finance, Trading Systems, Investments, Equity Research, Equity Research Analysis, CFO, Financial Planning & Analysis (FP&A), Three-statement Modeling, Analysis, Financial Services, Process Mapping, Use Case Analysis, Process Design, Project Management, Workflow Diagrams, Pitch Decks, Financing, Venture Capital, Pitch Deck Consultant, Finance, Cryptocurrency, Data Analysis, Financial Modeling, Financial Data, Statistics, Predictive Modeling, Regression Modeling, Data Analytics, M&A (Sell-side), United States, Small & Medium-sized Enterprises (SME), Infrastructure, Business Services, Investment Portfolio Management, Financial Markets, Strategic Planning & Execution, High Net Worth Individuals (HNWI), Private Banking, Equities, Asset Allocation, Investor Relations, Agrotech, Renewable Energy, Customer Acquisition, Business Plan Consulting, Structuring of Funds, Growth Equity, Limited Partnerships, Investment Funds, Investor Relations Consultant, Institutional Investors, Business Planning, SaaS, Excel Expert, B2B, Initial Public Offerings, Manufacturing, Financial Forecasting, Investment Banking, United Kingdom, P&L Analysis, P&L Forecasting, Impact Investing, Social Impact, Business to Government (B2G), Fundraising Strategy, Leadership Strategy, Equity Markets, Consulting, Digital Transformation, Data Science, Statistical Analysis, B2B Partnerships, Due Diligence Consultant, Data Rooms, IT Services, Waterfall Modeling, Investment Return Scenario Analysis, Return on Invested Capital (ROIC), Consumer Products, Family Office, Management Consulting, Industry Analysis, Information Memoranda, Comparable Company Analysis, Confidential Information Memorandum (CIM), Mining, RiskMetrics, Key Performance Indicators (KPIs), Fundamental Analysis, Early-stage Funding, Waterfall Methodology, Portfolio Analysis, Real Estate Development, Private Equity Valuation, Hedge Funds, Healthcare, Pricing, Scenario Analysis, Change Management, Organizational Change Management (OCM), Operating Models, Business Transformation, M&A (Buy-side), Leveraged Buyout Modeling, Leveraged Buyout (LBO), Investment Memoranda, Investment Committee Advisory, Monte Carlo Simulations, Real Estate, Commercial Real Estate Finance (CREF), Medical Software, Film & Television, Private Company Valuation, Retail & Wholesale, Term Sheet Advisory, Revenue & Expense Projections, Project Finance, Residential Real Estate, Construction, Investment Analysis, Commercial Real Estate, Financial Analysis, Cross-border M&A, M&A Due Diligence (Financial), Pro Forma Financial Statements, Canada, Private Equity Consultant, Family Office Consultants, Family Office Management, Free Cash Flow (FCF), Intellectual Property Valuation, Business Development, Chief of Staff, Sales Effectiveness, Sales Strategy, Retail Strategy, Sales, Marketing, Finance Reports, Hospitality, Restaurants & Dining, 409A Valuation, Innovation, Innovation Strategy, COO, Chief Operations Officer (COO), Operations, Logistics, Market Research & Analysis, Profiling, DMAIC, Executive Consulting, Warehouses, Backtesting, Backtesting Trading Strategies, Data Collection, Customer Relationship Management (CRM), Analytics, Lead Generation, Sales Funnel, Sales Process Management, Sales Training, Workflow, Software as a Service (SaaS), Email Sales, Profit & Loss (P&L), Pitch Books, Retail Technology, Real Estate Investment, Fundraising Consultant, Go-to-market (GTM) Strategy, Education Technology (Edtech), Sensitivity Analysis, Value Creation, Growth Strategy, Revenue Growth, Risk Analysis, Power Purchase Agreements (PPA), Competitor Analysis & Profiling, Deal Analysis, Franchises, Digital Project Management, Product Strategy Consultant, Microsoft PowerPoint, Investment Capital Raising, Excel Add-ins, Cash Flow Analysis, Intuit QuickBooks, CIM, Teasers, Exit Strategy, Blockchain & Cryptocurrency, Blockchain, Early-stage Venture Capital, Seed Fundraising, Series A, Structured Finance, Working Capital Management, Competitive Analysis, Microsoft Excel, Middle East, Investment Policy Statements (IPS), Deal Desk, Procurement, RFPs, Communication, Cost Reduction & Optimization (Cost-down), Change Impact Assessment, Stakeholder Analysis, Request for Proposal (RFP), Fractional CFO, Fund Management, Executive Coaching, Strategic Planning, Nonprofits, Financials, Startup Consulting, Advisory, Finance Strategy, IRR, NPV Calculation, Portfolio pacing, Business Consulting, Operations Management, Investment Performance Reporting, Equity Investment, Budgeting, Finance Process Improvement, Data Structures, Transportation & Shipping, CTO, eCommerce, Business Partnerships, Partner Management, Digital Marketing, Strategy Consulting, Data Analysis Consultant, Marketing Strategy, Cap Tables, Cash Flow Forecasting, Cash Flow Management, Corporate Restructuring, Energy, Recruiting, Private Capital Markets, Capital Markets, Marketing Analytics, Technology, ROI, Market Diligence, Total Addressable Market (TAM), Organizational Design, Organizational Structure, Marketing Research & Analysis, Financial Reporting, Reporting, Treasury Management, Debt Financing, Structure & Organizational Design, Process Improvement, Business Process Improvement (BPI), International Expansion, Investment Modeling, Government Contracts, Business Validation, Company Strategy, Variance Reporting, Real Estate Modeling, Organizational Strategy & Design, Process Flows, Product Strategy, Salesforce, Tableau, Microsoft Power BI, Internal Communications, Customer Segmentation, Pharmaceuticals, Consumer Lending, Operational Finance, Finance Transformation, Angel/Seed Funding, Data Visualization, Hedge Fund Consultant, Oracle, SAP, Digital Payments, Exit Planning, Agile Product Management, Web Product Management, Chief Product Officer (CPO), Dubai, Dashboards, Economics, Product Roadmaps, Scalable Operating Models, Feasibility Studies, Stock Market, Account Management, Financial Advisory, Client Management, M&A Analysis, Deal Advisory, ERP Implementation, Enterprise Resource Planning (ERP), Finance Management, Business Processes, Stakeholder Management, Business to Consumer (B2C), Rentals, Resource Planning & Analysis, Business Operations, Cost Efficiency, Labor Efficiency Analysis, Operational Modeling, Compliance, Artificial Intelligence (AI), Data, Agile Program Management, Data Governance, Program Management, Cost Modeling, Costing, Automation, Executive Reporting, Market Risk, Regulatory Reporting, M&A Strategy, Macroeconomics, Cost Accounting, Risk Assessment, Risk Modeling, Risk & Compliance, Stress Testing, Investment Strategy, Post-merger Integration, Aerospace & Defense, Integration, DCF Modeling, Spreadsheets, Corporate Development, Credit Risk, Personal Finance Management, Revenue Modeling, Private Credit, Term Sheets, Transaction Advisory, Subscriptions, Subscription Models, Mobile Consumer Applications, Early-stage Startups, Business Modeling, Business Model Strategy, Green Energy, Pitch Presentations, Financial Presentations, Presentation Development, Board Presentations, Presentation Design, Finance Director, Bookkeeping, Sales Coaching, Sales Management, Operational Efficiency Improvement, Human Resources (HR), Excel Modeling, Dashboard Design, Portfolio Analytics, Financial Risk Analysis, Investments & Risk Management, PowerPoint Design, Volatility, Process Optimization, Signavio, System Process Mapping, Controller, Supply Chain, Data Migration, Data Modeling, Master Data Management (MDM), Communications Management, LLC Agreements, Distribution Management, Fund Accounting & Administration, Legal, Use of Proceeds, Acquisition Analysis, Contract Lifecycle Management (CLM), Contract Review, Documentation, Process Transformation, Stakeholder Engagement, Data Transformation, Supply Chain Management (SCM), Inventory Optimization, Direct to Consumer (D2C), Revenue Operations (RevOps), Business Intelligence (BI), Accounts Payable, Business Process Analysis, Sell-side, Term Sheet Negotiations, Revenue Analysis, Capacity Planning, Manufacturing Strategy, M&A Valuation (DCF), Dispute Resolution, Mathematical Modeling, Pricing Models, Statistical Modeling, Inventory, Supply Chain Optimization
Senior Portfolio Manager
2009 - 2010
Prime Holding Group
- Managed institutions and high net worth individuals’ portfolios and mutual funds, including a $2 billion pension portfolio for the national bank of Egypt.
- Managed direct investment funds, which entailed analyzing potential target firms, sitting on board of acquired firms, setting strategic plans for acquired firms.
- Oversaw and helped in the compiling of performance reports and presented the reports to portfolio holders.
- Set the strategic vision of the whole group and the investment criteria through membership in the holding firm’s investment committee.
- Built and gave presentations to potential investors that lead to successfully managing their portfolios, including the successive engagement of 5 investment portfolios for a high net worth individual totaling $300 million.
- Worked along with lawyers, advisers, and marketers to launch and raise capital for new funds, including one of Egypt's first dollar-denominated USD funds.
Focus areas: Value Investing, Investment Thesis, Investment Monitoring, Risk Analysis, Risk Models, Performance Management, Fund Formation, Stock Trading, Investment Portfolio Management, Portfolio Analysis, Equity Valuation, Equity Research, Forecasting, M&A Modeling, Strategy, Workshops, Business Analysis, Fintech, Leadership, Quantitative Analysis, Quantitative Risk Analysis, Trading, Quantitative Finance, Trading Systems, Investments, Financial Planning & Analysis (FP&A), Three-statement Modeling, Analysis, Financial Services, Use Case Analysis, Process Design, Workflow Diagrams, Financing, Pitch Deck Consultant, Finance, Data Analysis, Financial Modeling, Financial Data, Statistics, Predictive Modeling, Regression Modeling, Data Analytics, Business Services, Wealth Management, Portfolio Management, Business Strategy, Banking & Finance, Financial Markets, Strategic Planning & Execution, High Net Worth Individuals (HNWI), Capital Asset Pricing Model (CAPM), Equities, Asset Allocation, Bloomberg Terminal, Investor Relations, Customer Acquisition, Growth Equity, Limited Partnerships, Investment Funds, Investor Relations Consultant, Institutional Investors, Business Planning, SaaS, Excel Expert, B2B, Initial Public Offerings, Manufacturing, Financial Forecasting, Asset Management, Investment Banking, P&L Analysis, P&L Forecasting, Social Impact, Business to Government (B2G), Fundraising, Fundraising Strategy, Leadership Strategy, Equity Markets, Consulting, Market Research, Data Science, Statistical Analysis, Waterfall Modeling, Investment Return Scenario Analysis, Return on Invested Capital (ROIC), Consumer Products, Content Creation, Family Office, Management Consulting, Industry Analysis, Comparable Company Analysis, Confidential Information Memorandum (CIM), RiskMetrics, Key Performance Indicators (KPIs), Technical Analysis, Fundamental Analysis, Waterfall Methodology, Private Equity Valuation, Hedge Funds, Healthcare, Pricing, Scenario Analysis, Change Management, Organizational Change Management (OCM), Operating Models, Business Models, Business Transformation, M&A (Buy-side), Investment Memoranda, Investment Committee Advisory, Monte Carlo Simulations, Real Estate, Private Company Valuation, Retail & Wholesale, Term Sheet Advisory, Revenue & Expense Projections, Project Finance, Investment Analysis, Mergers & Acquisitions (M&A), Financial Analysis, M&A Due Diligence (Financial), Pro Forma Financial Statements, Family Office Consultants, Free Cash Flow (FCF), Business Development, Chief of Staff, Sales Effectiveness, Sales Strategy, Retail Strategy, Sales, Marketing, Home Furnishing, Finance Reports, Restaurants & Dining, Valuation, 409A Valuation, Innovation, Innovation Strategy, COO, Chief Operations Officer (COO), Operations, Market Research & Analysis, Profiling, Executive Consulting, Value at Risk, Foreign Exchange, Backtesting, Backtesting Trading Strategies, Data Collection, Customer Relationship Management (CRM), Analytics, Workflow, Email Sales, Profit & Loss (P&L), Pitch Books, Prospectus Drafting, Real Estate Investment, Go-to-market (GTM) Strategy, Sensitivity Analysis, Value Creation, Revenue Growth, Competitor Analysis & Profiling, Deal Analysis, Digital Project Management, Product Strategy Consultant, Fixed Income, Treasury, Microsoft PowerPoint, Investment Capital Raising, Excel Add-ins, Cash Flow Analysis, CIM, Teasers, Exit Strategy, Early-stage Venture Capital, Seed Fundraising, Structured Finance, Working Capital Management, Competitive Analysis, Microsoft Excel, Middle East, Investment Policy Statements (IPS), Deal Desk, RFPs, Communication, Cost Reduction & Optimization (Cost-down), Change Impact Assessment, Stakeholder Analysis, Fractional CFO, Fund Management, Strategic Planning, Financials, Advisory, Finance Strategy, IRR, NPV Calculation, Portfolio pacing, Business Consulting, Operations Management, Investment Performance Reporting, Equity Investment, Budgeting, Finance Process Improvement, Data Structures, eCommerce, Business Partnerships, Partner Management, Strategy Consulting, Data Analysis Consultant, Marketing Strategy, Cap Tables, Cash Flow Modeling, Cash Flow Forecasting, Investor Presentations, Recruiting, Private Capital Markets, Capital Markets, Marketing Analytics, Technology, ROI, Market Diligence, Total Addressable Market (TAM), Organizational Design, Organizational Structure, Marketing Research & Analysis, Reporting, Treasury Management, Structure & Organizational Design, Process Improvement, Business Process Improvement (BPI), International Expansion, Investment Modeling, Government Contracts, Business Validation, Company Strategy, Variance Reporting, Organizational Strategy & Design, Process Flows, Product Strategy, Salesforce, Microsoft Power BI, Internal Communications, Customer Segmentation, Pharmaceuticals, Operational Finance, Finance Transformation, Data Visualization, Hedge Fund Consultant, Oracle, Digital Payments, Exit Planning, Agile Product Management, Chief Product Officer (CPO), Dubai, Risk Management, Dashboards, Economics, Scalable Operating Models, Stock Market, Primary Research, Account Management, Financial Advisory, Client Management, M&A Analysis, Deal Advisory, Enterprise Resource Planning (ERP), Finance Management, Stakeholder Management, Business to Consumer (B2C), Resource Planning & Analysis, Business Operations, Compliance, Data, Agile Program Management, Program Management, Cost Modeling, Costing, Automation, Buy-side, Executive Reporting, Market Risk, Regulatory Reporting, M&A Strategy, Macroeconomics, Cost Accounting, Risk Assessment, Risk Modeling, Risk & Compliance, Stress Testing, Investment Strategy, Integration, DCF Modeling, Accounting, Spreadsheets, Corporate Development, Personal Finance Management, Revenue Modeling, Portfolio Analyst, Term Sheets, Transaction Advisory, Subscription Models, Mobile Consumer Applications, Early-stage Startups, Business Modeling, Business Model Strategy, Pitch Presentations, Financial Presentations, Presentation Development, Board Presentations, Presentation Design, Finance Director, Bookkeeping, Sales Coaching, Sales Management, Operational Efficiency Improvement, Human Resources (HR), Excel Modeling, Dashboard Design, Portfolio Analytics, Financial Risk Analysis, Investments & Risk Management, PowerPoint Design, Volatility, Process Optimization, System Process Mapping, Supply Chain, Data Migration, Data Modeling, Communications Management, LLC Agreements, Distribution Management, Fund Accounting & Administration, Legal, Use of Proceeds, Acquisition Analysis, Contract Lifecycle Management (CLM), Contract Review, Documentation, Process Transformation, Stakeholder Engagement, Data Transformation, Revenue Operations (RevOps), Business Intelligence (BI), Accounts Payable, Business Process Analysis, Term Sheet Negotiations, Revenue Analysis, M&A Valuation (DCF), Dispute Resolution, Mathematical Modeling, Pricing Models, Statistical Modeling, Inventory
Chief Executive Officer
2007 - 2009
Inertia Investment
- Founded Inertia Investment Group, a group of investment companies; also served as CEO and was responsible for overseeing the strategic initiatives, maintaining client relationships, and directing operations.
- Made the concept into a reality through the launching of the company, compiling the founding partners, raising the seed capital, completing all regulatory and legal requirements to start the company.
- Built and executed the strategic plan for the company to become the fastest growing investment house in the middle east.
- Developed and implemented a strategic plan and financial forecasting model for the company's brokerage arm, which enabled it to become the fastest growing Egyptian brokerage house in 2008.
- Planned and executed the research department for the company - including building the organizational chart and setting duties and responsibilities, complete recruitment process to hire 10 analysts, designing the periodical publications as well as the research templates for different market sectors.
- Oversaw the analysis and write-ups of all the research products, including publishing market, economic, sector and company reports.
- Solely built the group's strategic plan that led to the expansion of the group to comprise three branches with 65 finance professional working for the group.
Focus areas: Financial Management, Cash Management, Cost Management, Wealth Management, Expense Reduction, Stock Trading, Equity Research Analysis, Debt Restructuring, Market Research, M&A Reporting, Investment Briefs, Broker Setup, Brokerage, Budgeting, Capital Budgeting, Business Advisory, Equity Capital, Growth Equity, Private Equity, Equity Offerings, Equity Valuation, Equity Financing, Equity Research, Initial Public Offerings, Capital Markets, Reverse Mergers, Mergers & Acquisitions (M&A), Forecasting, Business Models, Partnerships, M&A Modeling, Due Diligence, Business Strategy, Strategy, Workshop Facilitation, Workshops, Business Analysis, Oil & Gas, Startups, CEO, Leadership, Quantitative Analysis, Quantitative Risk Analysis, Trading, Quantitative Finance, Trading Systems, Investments, CFO, Financial Planning & Analysis (FP&A), Three-statement Modeling, Analysis, Financial Services, Process Mapping, Use Case Analysis, Process Design, Project Management, Workflow Diagrams, Pitch Decks, Financing, Venture Capital, Pitch Deck Consultant, Finance, Data Analysis, Financial Modeling, Financial Data, Statistics, Predictive Modeling, Regression Modeling, Data Analytics, M&A (Sell-side), Small & Medium-sized Enterprises (SME), Infrastructure, Business Services, Portfolio Management, Financial Markets, Strategic Planning & Execution, High Net Worth Individuals (HNWI), Private Banking, Capital Asset Pricing Model (CAPM), Equities, Asset Allocation, Investor Relations, Renewable Energy, Customer Acquisition, Business Plan Consulting, Market Segmentation, Fund Structure, Structuring of Funds, Limited Partnerships, Investment Funds, Investor Relations Consultant, Institutional Investors, Business Planning, SaaS, Excel Expert, B2B, Financial Forecasting, Asset Management, Investment Banking, P&L Analysis, P&L Forecasting, Social Impact, Business to Government (B2G), Fundraising, Fundraising Strategy, Leadership Strategy, Equity Markets, Consulting, Digital Transformation, Data Science, Statistical Analysis, B2B Partnerships, Due Diligence Consultant, Data Rooms, IT Services, Waterfall Modeling, Investment Return Scenario Analysis, Return on Invested Capital (ROIC), Consumer Products, Family Office, Management Consulting, Industry Analysis, Information Memoranda, Comparable Company Analysis, Confidential Information Memorandum (CIM), Mining, RiskMetrics, Key Performance Indicators (KPIs), Technical Analysis, Fundamental Analysis, Early-stage Funding, Logistics & Supply Chain, Waterfall Methodology, Portfolio Analysis, Real Estate Development, Private Equity Valuation, Hedge Funds, Healthcare, Pricing, Scenario Analysis, Change Management, Organizational Change Management (OCM), Operating Models, Business Transformation, M&A (Buy-side), Leveraged Buyout Modeling, Leveraged Buyout (LBO), Investment Memoranda, Investment Committee Advisory, Monte Carlo Simulations, Real Estate, Commercial Real Estate Finance (CREF), Medical Software, Film & Television, Private Company Valuation, Retail & Wholesale, Term Sheet Advisory, Revenue & Expense Projections, Project Finance, Residential Real Estate, Construction, Investment Analysis, Commercial Real Estate, Financial Analysis, Cross-border M&A, M&A Due Diligence (Financial), Pro Forma Financial Statements, Private Equity Consultant, Family Office Consultants, Family Office Management, Free Cash Flow (FCF), Intellectual Property Valuation, Business Development, Chief of Staff, Sales Effectiveness, Sales Strategy, Retail Strategy, Sales, Marketing, Home Furnishing, Finance Reports, Restaurants & Dining, Valuation, 409A Valuation, Innovation, Innovation Strategy, COO, Chief Operations Officer (COO), Operations, Market Research & Analysis, Profiling, DMAIC, Executive Consulting, Warehouses, Value at Risk, Foreign Exchange, Backtesting, Backtesting Trading Strategies, Data Collection, Customer Relationship Management (CRM), Analytics, Lead Generation, Sales Funnel, Sales Process Management, Sales Training, Workflow, Software as a Service (SaaS), Email Sales, Profit & Loss (P&L), Pitch Books, Retail Technology, Prospectus Drafting, Real Estate Investment, Fundraising Consultant, Go-to-market (GTM) Strategy, Education Technology (Edtech), Sensitivity Analysis, Value Creation, Growth Strategy, Revenue Growth, Risk Analysis, Power Purchase Agreements (PPA), Competitor Analysis & Profiling, Deal Analysis, Franchises, Digital Project Management, Product Strategy Consultant, Fixed Income, Treasury, Microsoft PowerPoint, Investment Capital Raising, Excel Add-ins, Cash Flow Analysis, CIM, Teasers, Exit Strategy, Early-stage Venture Capital, Seed Fundraising, Series A, Structured Finance, Working Capital Management, Competitive Analysis, Microsoft Excel, Middle East, Investment Policy Statements (IPS), Deal Desk, Procurement, RFPs, Acquisitions, Communication, Cost Reduction & Optimization (Cost-down), Change Impact Assessment, Stakeholder Analysis, Request for Proposal (RFP), Fund Management, Strategic Planning, Financials, Startup Consulting, Advisory, Finance Strategy, IRR, NPV Calculation, Portfolio pacing, Business Consulting, Operations Management, Investment Performance Reporting, Equity Investment, Finance Process Improvement, Data Structures, Transportation & Shipping, CTO, eCommerce, Business Partnerships, Partner Management, Digital Marketing, Strategy Consulting, Data Analysis Consultant, Marketing Strategy, Cap Tables, Cash Flow Modeling, Cash Flow Forecasting, Cash Flow Management, Corporate Restructuring, Investor Presentations, Energy, Recruiting, Private Capital Markets, Marketing Analytics, Technology, ROI, Market Diligence, Organizational Design, Organizational Structure, Marketing Research & Analysis, Financial Reporting, Reporting, Treasury Management, Debt Financing, Structure & Organizational Design, Process Improvement, Business Process Improvement (BPI), International Expansion, Investment Modeling, Government Contracts, Business Validation, Company Strategy, Variance Reporting, Organizational Strategy & Design, Process Flows, Product Strategy, Salesforce, Microsoft Power BI, Internal Communications, Customer Segmentation, Pharmaceuticals, Consumer Lending, Operational Finance, Finance Transformation, Angel/Seed Funding, Data Visualization, Hedge Fund Consultant, Building & Construction, SAP, Digital Payments, Exit Planning, Agile Product Management, Web Product Management, Chief Product Officer (CPO), Dubai, Risk Management, Dashboards, Economics, Product Roadmaps, Scalable Operating Models, Feasibility Studies, Stock Market, Account Management, Financial Advisory, Client Management, M&A Analysis, Deal Advisory, ERP Implementation, Enterprise Resource Planning (ERP), Finance Management, Business Processes, Stakeholder Management, Business to Consumer (B2C), Rentals, Resource Planning & Analysis, Business Operations, Cost Efficiency, Labor Efficiency Analysis, Operational Modeling, Clean Energy, Compliance, Data, Agile Program Management, Data Governance, Program Management, Cost Modeling, Costing, Automation, Buy-side, Executive Reporting, Market Risk, Regulatory Reporting, M&A Strategy, Macroeconomics, Cost Accounting, Risk Models, Risk Assessment, Risk Modeling, Risk & Compliance, Investment Strategy, Post-merger Integration, Integration, DCF Modeling, Spreadsheets, Corporate Development, Credit Risk, Personal Finance Management, Revenue Modeling, Portfolio Analyst, Private Credit, Term Sheets, Transaction Advisory, Subscription Models, Mobile Consumer Applications, Early-stage Startups, Business Modeling, Business Model Strategy, Green Energy, Pitch Presentations, Financial Presentations, Presentation Development, Board Presentations, Presentation Design, Finance Director, Bookkeeping, Sales Coaching, Sales Management, Operational Efficiency Improvement, Human Resources (HR), Excel Modeling, Dashboard Design, Portfolio Analytics, Financial Risk Analysis, Investments & Risk Management, PowerPoint Design, Volatility, Process Optimization, Signavio, System Process Mapping, Controller, NetSuite, Supply Chain, Data Migration, Data Modeling, Master Data Management (MDM), Communications Management, Debt Raises, LLC Agreements, Distribution Management, Fund Accounting & Administration, Legal, Use of Proceeds, Acquisition Analysis, Contract Lifecycle Management (CLM), Contract Review, Documentation, Process Transformation, Stakeholder Engagement, Data Transformation, Supply Chain Management (SCM), Inventory Optimization, Direct to Consumer (D2C), Revenue Operations (RevOps), Business Intelligence (BI), Accounts Payable, Business Process Analysis, Sell-side, Term Sheet Negotiations, Revenue Analysis, Capacity Planning, Manufacturing Strategy, M&A Valuation (DCF), Dispute Resolution, Mathematical Modeling, Pricing Models, Statistical Modeling, Inventory, Supply Chain Optimization
Regional Senior Vice President
2005 - 2007
Naeem Holding
- Headed private equity activities of GCC team in Egypt and North Africa with total of $2 billion in assets under management.
- Managed direct investments of the firm and the firm’s clients, including a 20% share in one of the region's biggest oil refineries.
- Structured and engineered financial deals from a buy-side perspective aimed at generated the highest returns possible.
- Set up and implemented the strategic plan at the holding level through membership in the executive management committee of the holding firm.
- Analyzed capital structure of firms in order to understand optimum capital structures and reaching such structures through diverse financial structures and deals.
Focus areas: M&A (Buy-side), Early-stage Venture Capital, Venture Funding, Debt Restructuring, Convertible Debt, Debt Structuring, Debt Raises, Valuation, Equity Financing, Capital Raising, Fund Structure, Private Equity, Forecasting, Strategy, Workshops, Business Analysis, Oil & Gas, Leadership, Quantitative Analysis, Quantitative Risk Analysis, Trading, Quantitative Finance, Trading Systems, Investments, Equity Research, Equity Research Analysis, Financial Planning & Analysis (FP&A), Three-statement Modeling, Analysis, Financial Services, Use Case Analysis, Process Design, Workflow Diagrams, Pitch Decks, Financing, Venture Capital, Finance, Data Analysis, Financial Modeling, Financial Data, Statistics, Predictive Modeling, Regression Modeling, Data Analytics, M&A (Sell-side), Business Services, Investment Portfolio Management, Business Strategy, Financial Markets, Strategic Planning & Execution, High Net Worth Individuals (HNWI), Private Banking, Equities, Asset Allocation, Bloomberg Terminal, Investor Relations, Customer Acquisition, Business Plan Consulting, Market Segmentation, Structuring of Funds, Limited Partnerships, Investment Funds, Investor Relations Consultant, Business Planning, Excel Expert, Initial Public Offerings, Financial Forecasting, Asset Management, Investment Banking, United Kingdom, P&L Analysis, P&L Forecasting, Social Impact, Business to Government (B2G), Fundraising, Leadership Strategy, Equity Markets, Consulting, Market Research, Data Science, Statistical Analysis, Due Diligence Consultant, Data Rooms, IT Services, Waterfall Modeling, Investment Return Scenario Analysis, Return on Invested Capital (ROIC), Consumer Products, Family Office, Management Consulting, Industry Analysis, Information Memoranda, Comparable Company Analysis, Confidential Information Memorandum (CIM), Mining, RiskMetrics, Key Performance Indicators (KPIs), Fundamental Analysis, Early-stage Funding, Waterfall Methodology, Portfolio Analysis, Real Estate Development, Private Equity Valuation, Hedge Funds, Healthcare, Pricing, Scenario Analysis, Change Management, Organizational Change Management (OCM), Operating Models, Business Models, Business Transformation, Leveraged Buyout Modeling, Leveraged Buyout (LBO), Investment Memoranda, Investment Committee Advisory, Monte Carlo Simulations, Real Estate, Commercial Real Estate Finance (CREF), Medical Software, Film & Television, Private Company Valuation, Retail & Wholesale, Term Sheet Advisory, Revenue & Expense Projections, Project Finance, Residential Real Estate, Construction, Investment Analysis, Commercial Real Estate, Mergers & Acquisitions (M&A), Financial Analysis, Cross-border M&A, M&A Due Diligence (Financial), Pro Forma Financial Statements, Private Equity Consultant, Family Office Consultants, Free Cash Flow (FCF), Chief of Staff, Sales Effectiveness, Sales Strategy, Retail Strategy, Sales, Marketing, Finance Reports, Restaurants & Dining, 409A Valuation, Innovation, Innovation Strategy, COO, Chief Operations Officer (COO), Operations, Market Research & Analysis, Profiling, Executive Consulting, Data Collection, Customer Relationship Management (CRM), Analytics, Sales Training, Workflow, Software as a Service (SaaS), Email Sales, Profit & Loss (P&L), Pitch Books, Retail Technology, Prospectus Drafting, Real Estate Investment, Fundraising Consultant, Go-to-market (GTM) Strategy, Sensitivity Analysis, Value Creation, Growth Strategy, Revenue Growth, Risk Analysis, Competitor Analysis & Profiling, Deal Analysis, Digital Project Management, Product Strategy Consultant, Fixed Income, Treasury, Microsoft PowerPoint, Investment Capital Raising, Excel Add-ins, Cash Flow Analysis, CIM, Teasers, Seed Fundraising, Series A, Structured Finance, Working Capital Management, Competitive Analysis, Microsoft Excel, Middle East, Investment Policy Statements (IPS), Deal Desk, Procurement, RFPs, Acquisitions, Communication, Cost Reduction & Optimization (Cost-down), Change Impact Assessment, Stakeholder Analysis, Request for Proposal (RFP), Fund Management, Strategic Planning, Financials, Startup Consulting, Advisory, Finance Strategy, IRR, NPV Calculation, Portfolio pacing, Business Consulting, Operations Management, Investment Performance Reporting, Equity Investment, Budgeting, Finance Process Improvement, Data Structures, Transportation & Shipping, CTO, eCommerce, Partnerships, Business Partnerships, Partner Management, Strategy Consulting, Data Analysis Consultant, Marketing Strategy, Cap Tables, Cash Flow Modeling, Cash Flow Forecasting, Cash Flow Management, Corporate Restructuring, Investor Presentations, Energy, Private Capital Markets, Capital Markets, Marketing Analytics, Technology, ROI, Market Diligence, Total Addressable Market (TAM), Organizational Design, Organizational Structure, Marketing Research & Analysis, Financial Reporting, Reporting, Treasury Management, Debt Financing, Structure & Organizational Design, Process Improvement, Business Process Improvement (BPI), Fundraising Strategy, International Expansion, Investment Modeling, Government Contracts, Business Validation, Company Strategy, Variance Reporting, Organizational Strategy & Design, Process Flows, Product Strategy, Salesforce, Internal Communications, Customer Segmentation, Pharmaceuticals, Consumer Lending, Operational Finance, Finance Transformation, Angel/Seed Funding, Data Visualization, Hedge Fund Consultant, SAP, Digital Payments, Exit Planning, Chief Product Officer (CPO), Dubai, Risk Management, Dashboards, Economics, Product Roadmaps, Scalable Operating Models, Feasibility Studies, Stock Market, Account Management, Client Management, M&A Analysis, Deal Advisory, ERP Implementation, Enterprise Resource Planning (ERP), Finance Management, Business Processes, Stakeholder Management, Resource Planning & Analysis, Business Operations, Cost Efficiency, Labor Efficiency Analysis, Operational Modeling, Compliance, Data, Large Language Models (LLMs), Agile Program Management, Data Governance, Program Management, Cost Modeling, Costing, Buy-side, Executive Reporting, Regulatory Reporting, M&A Strategy, Macroeconomics, Risk Models, Risk Assessment, Investment Strategy, Post-merger Integration, Integration, DCF Modeling, Spreadsheets, Corporate Development, Personal Finance Management, Revenue Modeling, Portfolio Analyst, Private Credit, Term Sheets, Transaction Advisory, Subscription Models, Mobile Consumer Applications, Business Modeling, Business Model Strategy, Green Energy, Pitch Presentations, Financial Presentations, Board Presentations, Presentation Design, Finance Director, Bookkeeping, Sales Coaching, Sales Management, Operational Efficiency Improvement, Human Resources (HR), Excel Modeling, Portfolio Analytics, Financial Risk Analysis, Investments & Risk Management, PowerPoint Design, Volatility, Process Optimization, System Process Mapping, Controller, Data Migration, Data Modeling, Master Data Management (MDM), Communications Management, LLC Agreements, Distribution Management, Fund Accounting & Administration, Legal, Use of Proceeds, Acquisition Analysis, Contract Review, Documentation, Process Transformation, Stakeholder Engagement, Data Transformation, Supply Chain Management (SCM), Inventory Optimization, Direct to Consumer (D2C), Revenue Operations (RevOps), Business Intelligence (BI), Accounts Payable, Business Process Analysis, Sell-side, Term Sheet Negotiations, Revenue Analysis, Capacity Planning, M&A Valuation (DCF), Dispute Resolution, Mathematical Modeling, Statistical Modeling, Inventory, Supply Chain Optimization
Senior Analyst
2004 - 2005
CIB Bank (Chase in Egypt)
- Utilized different market analysis tools to strategically analyze the Bank’s market competitiveness, with the aim to increase the bank's market share and pocket share. Recommended strategies led to a 10% increase in the bank's market share.
- Monitored the bank's daily, weekly, monthly, and annual positions across the different financial markets to successfully keep the Bank’s exposure to market risk within the set limit.
- Assisted in constructing 5-year and 20-year strategic business plans and financial models for the entire Bank with clear segmentation by business lines.
- Constructed a financial model measuring risk, used by the bank for five years instead of purchasing a ready-made program for USD $10 million and annual fees of USD $0.5 million.
Focus areas: Market Prioritization, Money Market, Market Opportunity Analysis, Market Models, Market Research, Third-party Risk, Country Risk, Quantitative Risk Analysis, FX Risk Analysis, Risk Analysis, Risk Models, Strategic Planning, Strategy, Workshops, Business Analysis, Quantitative Analysis, Quantitative Finance, Trading Systems, Investments, Equity Research, Equity Research Analysis, Data Analysis, Financial Modeling, Statistics, Predictive Modeling, Regression Modeling, Data Analytics, Business Services, Banking & Finance, Financial Markets, Strategic Planning & Execution, Equities, Bloomberg Terminal, Customer Acquisition, Market Segmentation, Business Planning, Excel Expert, Initial Public Offerings, Financial Forecasting, Investment Banking, P&L Analysis, P&L Forecasting, Business to Government (B2G), Data Science, Statistical Analysis, Consumer Products, Content Creation, Family Office, Industry Analysis, Comparable Company Analysis, RiskMetrics, Key Performance Indicators (KPIs), Fundamental Analysis, Waterfall Methodology, Healthcare, Change Management, Organizational Change Management (OCM), Business Models, Business Transformation, Private Company Valuation, Term Sheet Advisory, Revenue & Expense Projections, Project Finance, Investment Analysis, Financial Analysis, Pro Forma Financial Statements, Sales Effectiveness, Valuation, 409A Valuation, Operations, Profiling, Value at Risk, Backtesting, Data Collection, Analytics, Workflow, Profit & Loss (P&L), Pitch Books, Prospectus Drafting, Competitor Analysis & Profiling, Treasury, Investment Capital Raising, Competitive Analysis, Communication, Cost Reduction & Optimization (Cost-down), Stakeholder Analysis, Financials, Portfolio pacing, Budgeting, Finance Process Improvement, Cash Flow Management, Corporate Restructuring, Private Capital Markets, Market Diligence, Organizational Design, Organizational Structure, Marketing Research & Analysis, Reporting, Debt Financing, Investment Modeling, Digital Payments, Chief Product Officer (CPO), Risk Management, Economics, Stock Market, Primary Research, Enterprise Resource Planning (ERP), Finance Management, Compliance, Large Language Models (LLMs), Market Risk, Risk Assessment, Risk Modeling, Risk & Compliance, Stress Testing, Spreadsheets, Credit Risk, Revenue Modeling, Financial Presentations, Board Presentations, Presentation Design, Bookkeeping, Excel Modeling, Financial Risk Analysis, Volatility, System Process Mapping, Data Migration, Communications Management, Legal, Contract Review, Documentation, Process Transformation, Data Transformation, Direct to Consumer (D2C), Revenue Operations (RevOps), Business Intelligence (BI), Accounts Payable, Capacity Planning, Dispute Resolution, Pricing Models, Statistical Modeling
Education
2005 - 2007
Master of Business Administration (MBA) Degree in General Management
IESE Business School with Nile University - Spain, Egypt
1999 - 2001
High Diploma in Finance
American University - Cairo, Egypt
1991 - 1996
Bachelor's Degree in Engineering
Cairo University - Egypt
Certifications
JUNE 2006 - PRESENT
Chartered Financial Analyst (CFA)
CFA Institute
JUNE 2001 - PRESENT
Certified Finance Specialist
American University in Cairo
Skills
Finance
Financial Modeling, Fund Management, Wealth Management, Budgeting, Project Finance, Cash Flow Forecasting, Fund Structure, Fundraising, M&A Modeling, Transaction Modeling, Accounting, Business Advisory, Market Research, Equity Research, Portfolio Analysis, Investment Portfolio Management, Risk Analysis, Equity Financing, Growth Equity, Equity Research Analysis, M&A (Buy-side), Equity Raises, M&A (Sell-side), Revenue & Expense Projections, Startup Funding, Cash Flow Modeling, Cash Flow, Performance Reports, Project Evaluation, Property Investment, Asset Valuation, Equity Valuation, Valuation Analysis, Valuation Modeling, Valuation, Valuation Multiples, Discounted Cash Flow (DCF), DCF Valuation, Value Investing, Investment Briefs, Investment Thesis, Equity Offerings, Investment Memoranda, Quantitative Risk Analysis, Stock Trading, Corporate Finance, Private Equity, Capital Raising, Risk Models, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A), Forecasting, Three-statement Modeling, Due Diligence, Chartered Financial Analyst (CFA), Leveraged Buyout Modeling, CFO, Data Analysis, Private Banking, Asset Allocation, Structuring of Funds, P&L Forecasting, Investment Return Scenario Analysis, Comparable Company Analysis, RiskMetrics, Fundamental Analysis, Private Equity Valuation, Pricing, Private Company Valuation, Cross-border M&A, Pro Forma Financial Statements, Free Cash Flow (FCF), Intellectual Property Valuation, 409A Valuation, Profit & Loss (P&L), Value Creation, Power Purchase Agreements (PPA), Deal Analysis, Seed Fundraising, Series A, Working Capital Management, Cost Reduction & Optimization (Cost-down), Finance Strategy, Finance Process Improvement, ROI, Total Addressable Market (TAM), Financial Reporting, Consumer Lending, Operational Finance, Angel/Seed Funding, Financial Advisory, Deal Advisory, Cost Efficiency, Credit Risk, Revenue Modeling, Financial Risk Analysis, Volatility, Controller, Revenue Operations (RevOps), Business Intelligence (BI), Debt Raises, Broker Setup, Blockchain, Private Credit, Capital Structuring, Funding Process, Fund Governance, Debt Structuring, Capital, Equity Capital, Finance Structures, Financial Restructuring, Debt Restructuring, Fund Formation, Investment Monitoring, Reverse Mergers, Capital Budgeting, M&A Reporting, Expense Reduction, Cost Management, Cash Management, Financial Management, Convertible Debt, Venture Funding, FX Risk Analysis, Country Risk, Third-party Risk, Market Models, Market Opportunity Analysis, Money Market, Market Prioritization
Output Software
Oracle Crystal Ball, Microsoft Excel, Google Sheets, Microsoft PowerPoint
Data & Analysis Software
Financial Data, Salesforce, Intuit QuickBooks, NetSuite, Tableau
Industry Expertise
Capital Markets, High-tech Startups, Early-stage Startups, Transportation & Shipping, Logistics, Real Estate, Public Companies, Retail & Wholesale, Banking & Finance, Food & Beverage, Agribusiness, Agriculture, Oil & Gas, Financial Services, Venture Capital, Financial Markets, Agrotech, Renewable Energy, Institutional Investors, Asset Management, Consumer Products, Confidential Information Memorandum (CIM), Mining, Real Estate Development, Healthcare, Residential Real Estate, Construction, Commercial Real Estate, Real Estate Investment, Education Technology (Edtech), Energy, Technology, Real Estate Modeling, Building & Construction, Macroeconomics, Cannabis, Film & Television, Restaurants & Dining, Franchises, Nonprofits, Pharmaceuticals, Aerospace & Defense, Hospitality
Geographic Expertise
Middle East, EMEA, North America, United States, Canada, Dubai, Africa, United Kingdom
Other
Acquisitions, Investor Presentations, Early-stage Venture Capital, Strategic Planning, Deal Execution, Charts, Presentation Design, Scenario Analysis, Equity Investment, Debt Financing, Lean Startups, Scaling, Enterprise Startups, Startup Growth Strategy Development, Cash Flow Analysis, Performance Enhancement, Performance Optimization, Performance Attribution, Performance Analysis, Performance Evaluation, Evaluation, Cryptocurrency, Digital Media, Property Valuation, DCF Modeling, Startups, Prospectus Drafting, Investment Ideas, Investment Cases, Board Presentations, BOD, Initial Public Offerings, Offering Documents, Offer Evaluation, Sales Pitches, Pitch Presentations, Pitch Preparation, Pitch Decks, Teasers, Information Memoranda, Private Placement Memoranda, Private Placement Marketing, Private Placement Structuring, Private Placements, Digital Channels, Digital Economy, Media, Quantitative Analysis, Quantitative Modeling, Quantitative Research, Innovation, Strategy Planning, Business Strategy, Strategy, Risk Management, Teaching, Stock Analysis, Stock Exchange, Investment Banking, Deal Structuring, Structuring, Presentations, Windows, Investing, Investment Funds, Excel Modeling, Analysis, Modeling, Financial Closing, Finance, Manufacturing, Stock Market, SaaS, Business Modeling, Business Models, Partnerships, Sales Pipelines, Workshop Facilitation, Workshops, Business Analysis, Fintech, CEO, Leadership, Trading, Quantitative Finance, Trading Systems, Investments, Process Mapping, Use Case Analysis, Process Design, Project Management, Workflow Diagrams, Financing, Pitch Deck Consultant, Statistics, Predictive Modeling, Regression Modeling, Data Analytics, Small & Medium-sized Enterprises (SME), Business Services, Portfolio Management, Strategic Planning & Execution, High Net Worth Individuals (HNWI), Capital Asset Pricing Model (CAPM), Equities, Investor Relations, Digital Marketing, Customer Acquisition, Business Plan Consulting, Market Segmentation, Limited Partnerships, Investor Relations Consultant, Business Planning, Excel Expert, B2B, Financial Forecasting, P&L Analysis, Impact Investing, Social Impact, Business to Government (B2G), Fundraising Strategy, Leadership Strategy, Equity Markets, Consulting, Digital Transformation, Data Science, Statistical Analysis, B2B Partnerships, Due Diligence Consultant, Data Rooms, IT Services, Waterfall Modeling, Return on Invested Capital (ROIC), Family Office, Management Consulting, Industry Analysis, Key Performance Indicators (KPIs), Technical Analysis, Early-stage Funding, Waterfall Methodology, Hedge Funds, Change Management, Organizational Change Management (OCM), Operating Models, Business Transformation, Leveraged Buyout (LBO), Investment Committee Advisory, Monte Carlo Simulations, Commercial Real Estate Finance (CREF), COO, Human Resources (HR), Litigation Support, Term Sheet Advisory, Investment Analysis, Financial Analysis, M&A Due Diligence (Financial), Private Equity Consultant, Family Office Consultants, Family Office Management, Business Development, Chief of Staff, Sales Effectiveness, Sales Strategy, Retail Strategy, Sales, Marketing, Finance Reports, Innovation Strategy, Chief Operations Officer (COO), Operations, Market Research & Analysis, Profiling, Executive Consulting, Warehouses, Value at Risk, Backtesting, Backtesting Trading Strategies, Data Collection, Customer Relationship Management (CRM), Analytics, Lead Generation, Sales Funnel, Sales Process Management, Sales Training, Workflow, Software as a Service (SaaS), Email Sales, Pitch Books, Fundraising Consultant, Go-to-market (GTM) Strategy, Sensitivity Analysis, Growth Strategy, Revenue Growth, Competitor Analysis & Profiling, Digital Project Management, Product Strategy Consultant, Fixed Income, Treasury, Investment Capital Raising, Excel Add-ins, CIM, Exit Strategy, Structured Finance, Competitive Analysis, Investment Policy Statements (IPS), Deal Desk, Procurement, RFPs, Communication, Change Impact Assessment, Stakeholder Analysis, Request for Proposal (RFP), Fractional CFO, Executive Coaching, Financials, Startup Consulting, Advisory, IRR, NPV Calculation, Portfolio pacing, Business Consulting, Operations Management, Investment Performance Reporting, Data Structures, eCommerce, Business Partnerships, Partner Management, Strategy Consulting, Data Analysis Consultant, Marketing Strategy, Cap Tables, Cash Flow Management, Corporate Restructuring, Recruiting, Private Capital Markets, Marketing Analytics, Market Diligence, Organizational Design, Organizational Structure, Marketing Research & Analysis, Reporting, Treasury Management, Structure & Organizational Design, Process Improvement, Business Process Improvement (BPI), International Expansion, Investment Modeling, Government Contracts, Business Validation, Company Strategy, Variance Reporting, Organizational Strategy & Design, Process Flows, Product Strategy, Internal Communications, Customer Segmentation, Finance Transformation, Data Visualization, Hedge Fund Consultant, Digital Payments, Exit Planning, Agile Product Management, Web Product Management, Chief Product Officer (CPO), Dashboards, Economics, Product Roadmaps, Scalable Operating Models, Feasibility Studies, Primary Research, Account Management, Client Management, M&A Analysis, ERP Implementation, Enterprise Resource Planning (ERP), Finance Management, Business Processes, Stakeholder Management, Business to Consumer (B2C), Rentals, Resource Planning & Analysis, Business Operations, Labor Efficiency Analysis, Operational Modeling, Compliance, Data, Agile Program Management, Data Governance, Program Management, Cost Modeling, Costing, Buy-side, Executive Reporting, Market Risk, Regulatory Reporting, M&A Strategy, Cost Accounting, Risk Assessment, Risk Modeling, Risk & Compliance, Stress Testing, Investment Strategy, Post-merger Integration, Integration, Spreadsheets, Corporate Development, Personal Finance Management, Portfolio Analyst, Term Sheets, Transaction Advisory, Subscriptions, Subscription Models, Mobile Consumer Applications, Business Model Strategy, Green Energy, Financial Presentations, Presentation Development, Finance Director, Bookkeeping, Sales Coaching, Sales Management, Operational Efficiency Improvement, Dashboard Design, Portfolio Analytics, Investments & Risk Management, Process Optimization, System Process Mapping, Supply Chain, Data Migration, Data Modeling, Master Data Management (MDM), Communications Management, LLC Agreements, Distribution Management, Fund Accounting & Administration, Use of Proceeds, Acquisition Analysis, Contract Lifecycle Management (CLM), Contract Review, Documentation, Process Transformation, Stakeholder Engagement, Data Transformation, Supply Chain Management (SCM), Inventory Optimization, Direct to Consumer (D2C), Accounts Payable, Business Process Analysis, Sell-side, Term Sheet Negotiations, Revenue Analysis, Capacity Planning, Manufacturing Strategy, M&A Valuation (DCF), Dispute Resolution, Mathematical Modeling, Pricing Models, Statistical Modeling, Inventory, Supply Chain Optimization, Infrastructure, Bloomberg Terminal, US GAAP, Medical Software, Home Furnishing, DMAIC, Foreign Exchange, Retail Technology, Blockchain & Cryptocurrency, CTO, Microsoft Power BI, Clean Energy, Artificial Intelligence (AI), Automation, PowerPoint Design, Legal, Performance Management, Brokerage, Consolidation, Deal Marketing, Funding Presentations, Investment Presentations, Revenue Projections, PV Analysis, Negotiation, Deal Closure, ICO, Content Creation, Logistics & Supply Chain, Oracle, SAP, Large Language Models (LLMs), Signavio
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