Sherwin Mahbod Email & Phone Number

- Created and maintained comprehensive sales reports and sales forecast reports to track weekly regional sales revenues and quotas against ongoing projections.- Analyzed sales efficiency metrics including quota achievements, lead generation, pipeline management, and conversion rates.- Streamlined weekly and monthly reports in Excel detailing product family and regional breakdowns, new order and renewal ASPs, and general lead flow for FP&A team.- Maintained a scorecard ranking system for company partners and resellers to identify potential cross selling opportunities.- Managed various ad hoc projects for CFO and Controller.

- Initiated finance system and standardized operations with invoice and purchase order system.- Maintained company financial statements.- Conducted frequent analysis of company sales patterns and projections.- Participated in strategy discussions with founders.

- Generated trading ideas for a $200M long/short technology hedge fund with a focus on semiconductor, hardware, communications equipment, internet, and gaming sectors.- Collaborated with portfolio managers to perform fundamental research and valuation analysis and presented both long and short ideas based on company valuations, technology trends, and upcoming catalysts within the sector.- Expanded fund’s scope of investments to include companies in the emerging gaming sector.- Developed weekly valuation models for companies in the fund’s investment universe.- Met with company management teams, consulted with sell-side analysts, and interacted with buy-side colleagues to understand “consensus” thinking within the technology sector.- Attended industry conferences to better understand and gain insight into emerging technology and business trends.

- Generated and followed on nearly 60 leads for the funding of late-stage private companies.- Performed research with a team on company performance, management, funding history, competitors, key business and market risks, and exit scenario and valuation.- Collaborated with executives in devising a scoring system for investments.

Bachelor'S Degree, Economics

Activities and Societies: Created and co-taught a class at the Haas School of Business on game theory and risk analysis based on scenarios.

Chartered Financial Analyst, Level 1