Mohamed "Ashraf" Fathelbab
Financial Consultant
New Cairo,C
Quote
"Jack of all trades, Master of Finance"
Mohamed Ashraf
Summary
Knowledgeable Financial Expert with proven background in financial analysis and strategy consulting. Successfully led client projects to optimize financial performance and streamline operations. Demonstrated expertise in financial modeling and risk management.
Results-focused financial professional prepared to leverage comprehensive understanding of market trends and investment strategies. Recognized for enhancing client portfolios through strategic advice and detailed analysis. Collaborative team player committed to achieving financial goals and adapting to dynamic market conditions.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Private Financial Consultant
Private Financial Consultant
03.2024 - Current
- Designed custom portfolios for a variety of investors that allowed financial freedom while accounting for risk aversion
- Increased the average yield for 25+ investors by using different investment strategies that account for the current financial markets and trends
- Mitigated losses during market corrections and performed ample risk management strategies in the derivatives market
- Introduced the foreign exchange market to investors which increased the portfolio performance by an average of 17.6%
- Used financial knowledge with the help of AI to predict future market trends and gave proper metrics
Project manager
HoloFair Technologies Ltd
09.2023 - 02.2024
- Responsible for the Coordination of a unity development team of 9
- Increased company outreach by 11% using automation software and high-quality lead base
- Set up new software such as Pipedrive, dux-soup, Snov.io, and Maqsam
- Conducted sprint meetings reporting the progress of the company's projects
- Held demo meetings with a number of clients showcasing our products
- Recruited and onboarded employees for different positions
Research Assistant
Rochester Institute of Technology
09.2021 - 08.2022
- Constructed databases using Excel to aid professors in collecting data efficiently, resulting in data being organized and easily accessible for proof reading and collection
- Produced reports and conducted meetings that summarized the collected information for professors and colleagues, reducing the need for extra meetings and a better understanding for the critical data collected
- Streamlined the sorting process of critical data points across 10 projects, making data fetching easier for users
Financial Analyst
Binghatti Developers
05.2018 - 05.2020
- Helped in developing a new system to monitor and track the finances of different projects, resulting in a 22% cost savings and a 9% increase in revenue by applying different cost-saving measures such as better vendors and identifying new sources of revenue
- Analyzed historical data to develop projections and budgeting strategies that reduced annual spending on potential customers by 11%
- Collaborated with different teams to deliver on-time and on-budget projects by using tools such as Trello and Asana to effectively communicate project timelines, progress and objectives which increased company the department's efficiency by 16%
Education
Master of Science - Finance
Rochester Institute of Technology
Rochester, NY07-2022
Bachelor of Science - Finance
Rochester Institute of Technology
Dubai, UAE04-2020
Skills
- Microsoft Office (Excel, Word, PowerPoint)
- Research
- Financial modeling
- SQL
- Tableau
- Minitab
- Oracle
- Communication
- Click up
- Budgeting expertise
- Investment advice
- Retirement planning
Certification
- X-Culture
- Bloomberg Market Concepts
Hobbies and Interests
- Foreign Exchange Market
- Stock market
- New Technologies
- History of different cultures
- Music
- Vintage
- Hiking
- Travelling
Languages
Arabic
Native language
English
Proficient
C2
Japanese
Beginner
A1
Timeline
Private Financial Consultant
Private Financial Consultant
03.2024 - Current
Project manager
HoloFair Technologies Ltd
09.2023 - 02.2024
Research Assistant
Rochester Institute of Technology
09.2021 - 08.2022
Financial Analyst
Binghatti Developers
05.2018 - 05.2020
- X-Culture
- Bloomberg Market Concepts
Master of Science - Finance
Rochester Institute of Technology
Bachelor of Science - Finance
Rochester Institute of Technology
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