Mohamed Salem, CFA
Verified Expert in Management Consulting
Management Consulting Expert
New York, NY, 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
DCF Valuation for an Acquisition in the Pest Control Sector
Equity Valuation in a $100 Million Acquisition for a Key Player in the Digital Transmission Space
Expertise
- Chartered Financial Analyst (CFA)
- Corporate Finance
- Equity Valuation
- Excel Expert
- Financial Analysis
- Financial Modeling
- Financial Planning & Analysis (FP&A)
- Mergers & Acquisitions (M&A)
Work Experience
Director of Financial Planning and Analysis
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.
Business Model/Financial Analyst
LAPA Fundraising
- Developed a detailed business and financial model that improved cash management and enhanced efficiency and productivity.
- Worked closely with the accounting team to implement improved processes and systems.
- Effectively communicated and coordinated with the executive team to implement the new business plan.
Valuation Expert
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.
Senior Equity Analyst
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.
Senior Credit Analyst
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%.
Senior Equity Analyst
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.
Financial Analyst
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.
Education
Bachelor's Degree in Business Administration
Alexandria University - Alexandria, Egypt
Certifications
Chartered Financial Analyst (CFA)
CFA Institute
Skills
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, Operating Expenses (OPEX), 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, Board Presentations, 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, Expense Management, Financial Operations & Processes, Performance Analysis, Budget Management, Project Management, Finance, Global Banking, 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
How to Work with Toptal
Toptal matches you directly with global industry experts from our network in hours—not weeks or months.
Share your needs
Choose your talent
Start your risk-free talent trial
Top talent is in high demand.
Start hiring