Mohamad Kasem

Apr 2024 – Feb 2026

I conduct financial analysis and sector research on investment opportunities across MENA, translating complex market and financial data into decision-ready outputs for senior fund review. I build Excel-based investment feasibility models using scenario and sensitivity analysis, coordinate due diligence workstreams across legal, finance, and operations, and monitor portfolio performance against strategic targets through KPI dashboards and variance tracking. I review analysts’ deliverables for mathematical accuracy and logical consistency, and I design and implement internal policies and procedures to standardize quality control across analytical and administrative workstreams while mentoring a team of two analysts.

Jan 2023 – Dec 2023

I designed and implemented a KPI performance measurement framework from scratch for the MENA region, improving commercial conversion rates by approximately 30% through structured performance measurement and monitoring. I run data-driven financial and commercial analyses across MENA, producing variance analyses and management reports that provide clear, actionable insights for senior leadership. I also monitored key financial and operational KPIs across seven MEA markets to identify performance drivers and prepare structured information for review.

Jun 2021 – Dec 2022

I developed financial and commercial performance reporting frameworks across seven MEA markets, building scalable KPI monitoring and variance analysis systems that provided consistent management intelligence to senior leadership. I led a data integrity project across five markets, improving the accuracy and reliability of financial reporting and the commercial intelligence used for strategic decisions. I produced structured reporting outputs to support ongoing management review.

Jan 2020 – Jun 2021

I managed annual budgeting cycles and rolling forecasts across North Africa and Levant, projecting revenues, operating costs, and capital expenditures while applying scenario analysis for long-term planning decisions. I built Excel-based financial models and budget dashboards, creating structured outputs that connected financial performance to strategic planning and resource allocation. I produced monthly performance reports with variance analysis and coordinated external audit preparation across regional markets to support accurate records and compliance documentation.

Oct 2017 – Dec 2019

I supported financial advisory engagements across financial services, telecom, and manufacturing, contributing to due diligence fieldwork, risk assessment, and structured findings reporting to CFOs and Finance Directors under senior supervision. I designed and implemented governance frameworks, internal controls documentation, and policies and procedures for multiple institutional clients. I also contributed to designing a performance management framework for an Egyptian Ministry of Tourism government entity (defining KPIs and accountability mechanisms) and mentored junior consultants on engagement standards and analytical methodology.

FMVA (Financial Modeling & Valuation Analyst) – Corporate Finance Institute (In Progress, 2026), Corporate finance; DCF valuation; three-statement modelling; scenario and sensitivity analysis; LBO modelling fundamentals; advanced Excel

2026 – Present

FMVA certification in progress (2026).

CFA Level I – Exam Registered 2026, Corporate finance, financial reporting and analysis, equity valuation, fixed income, portfolio management, and ethics

2026 – Present

CFA Level I exam registered (in progress).

Financial Accounting Certificate – Harvard Business School Online, Financial statement analysis; revenue recognition; cost structure optimisation

2025 – 2025

Private Equity & Venture Capital Certificate – Universita Bocconi via Coursera, Deal structuring; investment benchmarking; PE/VC fund frameworks; carried interest; fundraising dynamics

2025 – 2025

McKinsey Forward Program (Foundation) – McKinsey & Company, Structured problem-solving; hypothesis-driven analysis; executive communication frameworks

2023 – 2023

BBA – Financial Management & Accounting, Financial Management & Accounting

2013 – 2017

GPA: 3.1/4.0 (Very Good)