Khaled is available for hire
Hire KhaledKhaled Amer
Verified Expert in Finance
Finance Expert
Location
Ottawa, ON, Canada
Toptal Member Since
November 25, 2019
As a VC associate, Khaled参与了包括Kngine(被三星收购)在内的10多家创业公司的投资。. 他喜欢自由职业,帮助各种各样的客户利用他的财务建模和估值技能达到最大的潜力. A former FP&A analyst with Vodafone, Khaled积累了投资银行的经验, 私募股权(10亿美元的资产管理规模)和风投(5000万美元的基金规模)在过去10年的增长.
Career Highlights
Financial Consultant
Toptal Clients
Associate VC
Algebra Ventures
Investment Banking Associate
HC Securities & Investment
Education Highlights
Bachelor's Degree
German University in Cairo
Certification Highlights
Certified Financial Modeling & Valuation Analyst (FMVA)
Corporate Finance Institute, Canada
Case Studies
Industry Expertise
Other Expertise
Work Experience
Financial Advisory Senior Associate
2022 - PRESENT
Deloitte
- 通过评估金融科技初创公司的财务预测和基准市场倍数,对其投资组合进行估值,估值超过1亿美元.
- 为10多家科技创业公司建立财务模型,并撰写估值报告.
- 市值超过10亿美元的上市公司的最新季度估值.
Focus areas: Valuation, Financial Planning & Analysis (FP&A), Financial Modeling, Forecasting, Portfolio Analysis, Financial Analysis, Equity Research, Equity Research Analysis, Alternative Investments, Budgeting, Early-stage Venture Capital, Excel Expert, SaaS, Investments
Financial Consultant
2018 - PRESENT
Toptal Clients
- 为一家欧洲餐饮初创公司提供基于订阅的商业模式的建议. 通过总结演示建立财务模型,从风投那里筹集400万欧元.
- 帮助SaaS初创公司在融资前通过收入分成获得风险投资,为其营销支出提供资金.
- 为一个以中东和北非地区为目标的在线市场建立了一个估值模型.
- 为客户准备财务预测,确保加拿大银行为杠杆收购(LBO)融资.
- 为一个5亿美元的并购交易创建了贴现现金流(DCF)模型,使用不同的场景.
Focus areas: Startups, Funding Strategy, Market Research, Pitch Decks, Startup Consulting, Valuation, Financial Modeling, Leveraged Buyout (LBO), Cap Tables, Forecasting, Financial Analysis, Budgeting, Early-stage Venture Capital, Excel Expert, SaaS, Investments
Investment Reporting and Data Analyst
2019 - 2022
IP Private Wealth
- 对管理的超过4亿美元的资产进行投资组合数据分析.
- 准备自定义客户报告,以便在视觉上吸引人的仪表板中分析回报.
- 利用技术开发与投资相关的监控工具,以支持公司的有效规模.
- 为同事和客户提供快速准确的市场调查.
Focus areas: Financial Planning & Analysis (FP&A), Portfolio Reporting, Investment Research, Data Analysis, Portfolio Analysis, Financial Analysis, Equity Research, Equity Research Analysis, Alternative Investments, Excel Expert
Associate VC
2017 - 2017
Algebra Ventures
- 通过不同的外联社区活动生成交易流,创建管道数据库.
- 评估了电子商务、金融科技和商业软件领域的初创公司,获得了5000万美元的资金.
- Assisted in the execution of $1.500万美元投资消费互联网创业公司,包括投资意向书修改.
- 审查了在三个市场开展业务的金融科技规模扩张的商业计划和财务模式, raising $6 million.
- 跟进投资组合公司的月度增长和运营支持.
重点领域:融资、创业咨询、演讲平台、创业公司、风险投资、收入 & Expense Projections, Cap Tables, Forecasting, Financial Analysis, Alternative Investments, Budgeting, Early-stage Venture Capital, Excel Expert, SaaS, Investments
Assistant Investment Manager
2016 - 2017
Pioneers Holding
- 从银行辛迪加获得2亿美元的债务融资,用于房地产项目开发.
- 为一家食品和饮料公司进行贴现现金流分析,为撤资做准备.
- 为投资组合公司进行预算编制,以实现销售增长2倍的目标回报.
- 根据公司的重点领域,评估中型公司的潜在收购机会.
- 对一家房地产公司13个项目的ipo前融资进行部分求和估值.
Focus areas: Valuation, Private Equity, Discounted Cash Flow Analysis, Debt Financing, Budgeting, Revenue & 费用预测,预测,财务分析,Excel专家,投资
Investment Banking Associate
2014 - 2016
HC Securities & Investment
- Advised Hikma Pharmaceuticals, listed on the London Stock Exchange, 以三千万美元收购了一家本地制造商.
- 建立详细的财务模型,包括增加和稀释,情景分析和估值.
- 准备一份执行董事会报告,让客户批准一项收购交易,并强调其战略基础, potential revenue enhancement, and cost-saving synergies.
- 在分析了一家价值1亿美元的食品和饮料公司的信息备忘录后,提出了一份不具约束力的报价,为该公司找到了一个地区买家.
- 管理交易执行,包括税务、财务和法律调查结果的尽职调查.
重点领域:投标书,财务模型,估值模型,市场研究,合并 & Acquisitions (M&A), Revenue & Expense Projections, Cap Tables, Forecasting, Due Diligence, Financial Analysis, Excel Expert, Investments
Financial Analyst
2011 - 2014
Vodafone
- 与不同的团队合作制定公司的年度预算,价值10亿美元.
- 推荐价值2000万美元的成本节约计划,以保持公司的盈利能力.
- 每月对收入和营业费用进行方差分析.
- 成立企业风险投资团队,投资七家早期创业公司, including Kngine (acquired by Samsung, achieving 3x returns).
- 为公司管理层准备投资报告以获得资金批准.
关注领域:创业公司,创业基金,财务报告,财务规划 & Analysis (FP&A), Revenue & 费用预测,上限表,预测,财务分析,Excel专家,投资
Education
2007 - 2011
Bachelor's Degree in Finance
German University in Cairo - Egypt
Certifications
OCTOBER 2019 - PRESENT
Certified Financial Modeling & Valuation Analyst (FMVA)
Corporate Finance Institute, Canada
Collaboration That Works
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