Mohammed khizer khan

• Assist in month end quarter end financial close processes, collaborating with accounting to analyze financial
results
• Design performance dashboards, KPI reports, and actionable business intelligence for senior management to
guide strategic decision-making.
• Create dynamic financial models to support business planning and scenario analysis.
• Analyze monthly and quarterly financial performance, identifying key trends variances and business drivers
• Own forecasting and budgeting process

• Supported month-end and quarter-end financial close processes by partnering with accounting teams
to analyse financial statements and key variance drivers across multiple business units.
• Built and maintained dynamic financial models, including 3-statement models, forecasts, and scenario
analyses, to support strategic planning and capital allocation decisions.
• Designed and automated management dashboards and KPI reports used by senior leadership to
monitor revenue growth, cost efficiency, and profitability trends.
• Led annual and quarterly budgeting and forecasting cycles, improving forecast accuracy through
detailed variance and sensitivity analysis.
• Analysed monthly and quarterly performance data to identify key business drivers, cost inefficiencies,
and opportunities for operational improvement, supporting informed management decision-making.
Key Tools & Techniques: Advanced Excel modelling, financial dashboards, variance analysis, forecasting
models, scenario & sensitivity analysis.

Promoted into a standalone valuation function — responsible for all financial modelling, forecasting, and senior
leadership reporting across multiple business units.
• Reduced executive reporting time by 30%+ by designing and automating management dashboards and
KPI reports adopted by senior leadership for real-time monitoring of revenue, cost efficiency, and
profitability.
• Delivered forecast accuracy improvements across annual and quarterly budgeting cycles by introducing
granular variance and sensitivity analysis — reducing planning-cycle surprises and enabling more confident
capital allocation.
• Built and maintained 10+ dynamic 3-statement financial models and scenario analyses that directly
informed strategic planning decisions across multiple business units.
• Accelerated month-end and quarter-end financial close by partnering with accounting to resolve key
variance drivers, reducing senior management escalations.
• Identified cost inefficiencies and operational improvement opportunities through monthly and quarterly
performance deep-dives, translating data into actionable management recommendations.
Tools: Advanced Excel, Financial Dashboards, Variance & Sensitivity Analysis, Scenario Modelling

• Lead financial reporting to provide key stakeholders with visibility into company performance and expense
management
• Perform comprehensive analysis of investment opportunities, market trends and portfolio performance using
advanced analytical techniques and data modeling
• Analyzes portfolio holdings, returns and risks characteristics to support investment decision making and ensure
alignment with strategic objectives
• Synthesized quantitative and qualitative market data to produce actionable insights for senior investment teams.
• Prepare comprehensive investment reports, performance analytics and presentations for senior leadership and
investment committee meetings.

Core analyst supporting a USD 20M+ multi-asset portfolio — responsible for deal screening, valuation, and investment
committee deliverables.
• Analysed and reported on a USD 20M+ multi-asset portfolio, delivering risk-adjusted performance
attribution and rebalancing recommendations that improved capital allocation visibility for senior decision
makers.
• Completed end-to-end investment analysis on 15+ opportunities — from initial screening through
financial modelling and risk-return assessment — supporting go/no-go capital deployment decisions.
• Built DCF and multiples-based valuation models for 10+ investment cases, serving as the primary
quantitative backbone for investment committee reviews and deal approval processes.
• Authored investment memorandums, performance reports, and board-level presentations that
distilled complex financial analysis into clear, actionable recommendations for senior management and
investment committees.
Tools: DCF & Comparable Valuation, Portfolio Analytics, Risk-Return Analysis, Investment Reporting, Excel Financial
Models

• Conducted end-to-end investment analysis on 15+ potential opportunities, evaluating financial
viability, market positioning, and risk-return profiles to support capital deployment decisions.
• Analysed portfolio holdings across multiple asset classes with exposure of USD 20M+, assessing
returns, volatility, and downside risk to support rebalancing and asset allocation decisions.
• Built and maintained DCF and multiples-based valuation models for 10+ investment cases, directly
supporting investment committee reviews and deal screening processes.
• Prepared investment memorandums, performance reports, and board-level presentations for senior
management and investment committees, contributing to go / no-go decisions.
Key Tools & Techniques: DCF & comparable valuation, portfolio analytics, risk-return analysis, investment
reporting, Excel-based financial models.

Managed a long-short equity book across 20-30 liquid listed securities with full P&L accountability.
• Generated double-digit annualised returns managing a long-short equity strategy across 20-30 liquid
securities, while maintaining controlled drawdown through disciplined position sizing.
• Captured alpha during earnings cycles and macro-driven volatility through deep fundamental and
technical analysis — including earnings quality, valuation multiples, and momentum indicators.
• Built real-time equity performance trackers monitoring P&L, hit ratio, drawdown, and risk exposure —
enabling faster trade execution decisions and tighter risk management.
Tools: Equity Valuation, Technical Analysis, Portfolio Tracking, Market Analytics, Financial Modelling

• Produced DCF, comparable company, and ratio-based valuation models that directly supported
strategic investment decisions and business planning initiatives for senior analysts.
• Delivered industry benchmarking and peer comparison analyses that strengthened senior analyst
recommendations on investment research and market trends.
Tools: Financial Statement Analysis, Valuation Models, Ratio Analysis, Excel Dashboards