Mohamad Kasem

Associate | Global Forward Capital

Global Forward Capital · Full-time

Apr 2024 – Feb 2026 · 1 yr 10 mths

Egypt (Remote)

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.

Specialist, Marketing Operations MENA

Trend Micro · Full-time

Jan 2023 – Dec 2023 · 11 mths

Riyadh, Saudi Arabia

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.

Operations Specialist MEA

Trend Micro · Full-time

Jun 2021 – Dec 2022 · 1 yr 6 mths

Riyadh, Saudi Arabia

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.

Finance Specialist, North Africa & Levant

Trend Micro · Full-time

Jan 2020 – Jun 2021 · 1 yr 5 mths

Cairo, Egypt

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.

Associate Consultant – promoted from Junior Consultant

KPMG Egypt · Full-time

Oct 2017 – Dec 2019 · 2 yrs 2 mths

Cairo, Egypt

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.

Corporate Finance Institute

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

Jan 2026 – Present

FMVA certification in progress (2026).

CFA Institute / American University in Cairo

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

Jan 2026 – Present

CFA Level I exam registered (in progress).

Harvard Business School Online

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

Jan 2025 – Jan 2025

Universita Bocconi via Coursera

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

Jan 2025 – Jan 2025

McKinsey & Company

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

Jan 2023 – Jan 2023

Arab Academy for Science, Technology & Maritime Transport, Cairo

BBA – Financial Management & Accounting, Financial Management & Accounting

Jan 2013 – Jan 2017

Grade: GPA: 3.1/4.0 (Very Good)