Syed Moeez Abbas Email & Phone Number

Boston, Massachusetts, United States

New York City Metropolitan Area

Engineered a Competitor Analysis Dashboard using Python and Power BI, efficiently processing 2 million rows of real-time CRM data with integrated sentiment analysis, yielding a reduction in data processing time from 2 days to seconds, resulting in faster decision-making and improved sales strategiesOptimized client upgrade tracking to Capital IQ Pro by engineering a Dashboard, consolidating data from 8 sources for 300,000 clients across industries and utilizing Microsoft Power Platform for process automation, significantly enhancing process efficiency by 95%Created a Visit Insights Dashboard in Power BI, analyzing 14 million rows of 5-year CRM data with integrated NLP to decipher client visit patterns, offering real-time trend insights and fostering targeted client engagement strategiesDeveloped a real-time reporting dashboard for tracking 300,000 clients, automating the monitoring of top 20 renewals, cancellations, and pricing changes, which cut manual monthly reporting time by 99%

Karāchi, Sindh, Pakistan

Provided consultancy to 50+ businesses on strategic investments, restructuring, business expansion and business development across diverse sectorsPrepared and delivered investor decks, information memorandums, pitch decks, feasibility reports and 3 statement financial models with valuations using multiple methods for PE, VC, M&A and IPO transactions worth $40M, providing clients with accurate investment insightsManaged treasury portfolio with exposures to equity, fixed income, and crypto markets that generated a 6% alpha return on investmentDevised and implemented a comprehensive startup induction process and go-to market strategy for startups, culminating in the successful negotiation and closure of a $5M transactions within the SaaS health tech and on-demand service industriesConducted two highly impactful training sessions for startups with total of 700 training hours, in collaboration with Accelerate Prosperity and AKDN, coaching founders from six different countries on the formulation of compelling pitch decks and robust financial models

Karachi

Developed and maintained complex financial models for buy and sell recommendations to investment committee across 3 diverse industries, resulting in improved investment decision-making for 15 companiesAnalyzed upcoming IPO offerings and prepared comprehensive reports on earnings performance, providing investment committee with valuable insights to make informed investment decisionsProduced Fund Managers Report and Global Investment Performance Standards (GIPS) report, showcasing the strong overall return and performance of funds managed, leading to increased investor confidence and attracting international investments

Karachi

Developed and implemented a comprehensive digitalization strategy for L'Oreal Pakistan's databases, resulting in a reduction of overall process time by 3 working daysCollaborated with cross-functional teams to identify key pain points in the arts & crafts industry client's financial processes, leading to the creation of customized financial manuals that improved efficiency by 20%.

Lasi, Romania

Master Of Science - Ms, Business Analytics

Bachelor Of Science - Bs, Accounting And Finance

Fsc Pre Engineering