I am an expert in accounting and financial management with over 15 years of experience. I have extensive experience experience with both listed companies as well as small & medium enterprises including startups.
Expert Financial Modeler|Investment Manager|Business Consultant
I have more than 12 years of working experience as a financial analyst, equity research analyst, business analyst, director and consultant. With extensive experience in equity investments, company valuations, financial modelling, trading stocks, financial planning, product specifications and presentations across a multitude of industries. Most recently I worked in a government vocational institute, financial services, fintech, startup, mobile app development, and web application.
1. As a Financial Modeler;
**** Expert in developing business valuation and enterprise valuation models
****Prepare forecasted financial statements, including the income statement, balance sheet, and cash flow statements
****Financial Modelling of Financial Instruments/Products (Stocks, Options, Futures, REITs, Bonds, Crypto, Warrants, Preference shares, ETFs, Index Funds, and Mutual Funds)
****Real Estate financial modelling including residential apartments, property appraisals, single-family housing models, and multi-family housing models
****Conduct detailed sector research including trends, drivers, and risks
****Authority in financial planning, retirement income modelling, asset allocation & risk tolerance
2. As an Investment Manager;
****Conduct fundamental analysis, equity valuations, and investment analysis
****Technical Analysis specialist of equities, derivatives, commodities, crypto and currencies.
****Authority in predicting future prices of stocks, funds, cryptos, and options
****Trading Cryptocurrencies and doing Research on Cryptocurrencies trading platform
3. As a Business Consultant, deliverables include;
****Company formation, articles of association and cap table preparation
**** Draft new business plans, create a pitch deck, forecast financials, fundraising and Investor Presentations
****Financial modelling of startups including, revenue modelling, balance sheet, income statement, cashflow forecasting, DCF analysis, project IRR, human resource requirement, and operating expenses.
****Preparing financial statements, debt and capital structuring.
**** Analyze legal and regulatory documentation relating to startups
**** Finding gaps in financial planning and project financing.
**** Preparing training materials and conducting workshops for startups.
****Financial Modelling, Reporting Analysis, Financial Planning, and Capital markets experience.
**** Equity Investment Research, Financial Derivatives Analysis & Modelling experience.
**** Research on Cryptocurrencies trading
****Real Estate Appraisals, Investment Research, Modelling and Planning.
**** Structured Financial Instruments and Accounting Standards (IFRS and US GAAP).
****Business Planning, Pitch Deck, Forecasting Financials, Fundraising and Investor Presentation
****Project management, evaluation, and implementation experience.
**** Trading stocks, commodities, and foreign exchange on behave of the financial house.
****Clients’ relationship management experience.
****Competence in leading meetings, interviewing end-users and listening actively.
****Strong Report Writing and documentation handling capability.
*** Logo Design for financial websites
****Content Creation for financial websites
**** Ethical web scrapping of user analytics and financial data of any website
****Agile Project management, Atlassian Jira, SQL queries, Meta Stock 8, AAReader 9.0, SPSS
****Advanced Level Microsoft Excel skills, Formulas, Formatting, Pivot tables, Vlookup &