Usama Jiffry Cfa Email & Phone Number

A seasoned Deal Advisory specialist with 17 years of advisory experience, providing comprehensive guidance to navigate transactions and stakeholders to execute transactions and meet intended strategies and objectives. Extensive experience across industries and projects together with the technical and transaction network allows me to advise on industry/transaction specific challenges and opportunities on a bespoke basis to clients. Analytical rigor, client centric approach, and collaborateive partneships and networks are my core drivers in delivering client expectaiotns. My role in committing to deliver value-driven solutions helping clients achieve their strategic objectives include the following contributions. Leading and advising on M&A transactions, including target identification, valuation, structuring, and negotiation, ensuring alignment with clients' strategic goalsDesigning optimal deal structures that balance risk and reward, financing options, and regulatory compliance to facilitate transaction.Developing sophisticated financial models and performing detailed valuations to support deal negotiations and decision-making processes.

M&A Market research / Feasibility studies: Collaborating with clients to research and formulate effective M&A strategies that align with their long-term business objectives and market conditionsFinancial Modelling: Development of detailed three-statement financial models representing business models of companies for purposes including financial analysis and valuationsCorporate valuations: Conducting valuations to support negotiations and decision-making processes, ensuring fair and advantageous deal termsM&A pitch books: Creating teasers and investment memorandums required for transactions in the M&A spaceFinancial advisory– Capital markets Market research: Conducting market research to understand trends, opportunities, and risks in the capital markets. Analysing economic indicators, financial reports, and market data to provide insightsFinancial modelling: Building detailed financial models to forecast market movements, evaluate investment opportunities, and assess risksCompany valuations: Performing company valuations using various methodologies, including discounted cash flow, comparable company analysis, and precedent transactionsInvestment note writing: Researching and constructing the investment thesis for specific counters and preparing the investor documents for disseminationBroader financial analysis and decision making support Providing specialised in-depth financial analysis and insights that drive strategic decision-making and support business growthPreparation of financial models for financial planning and budgeting Creation of decision support model templates with interactive dashboards for decision making and sensitivities/scenario planning Evaluating unique/ad-hoc investment opportunities and providing recommendations on investment decisions, supported by thorough financial research and valuationBack end support for preparing comprehensive financial reports and dashboards for management and stakeholder presentations

Sri Lanka

Over a decade of experience lecturing for the Risk Management subject of the CIMA(UK) strategy level.Design and delivery of Strategic Risk Management for the degree program of the University of the West of Scotland

Sri Lanka

Senior counsellor for the CIMA Strategic level Risk Management subject. Developing and delivery of Risk Management and Business Strategy subjects for the computer based assessments of the CIMA(UK) program Assisting management with the evaluation and launch of programs locally and internationally Structuring program content for delivery based on learning outcomes

Sri Lanka

Managing the end-to-end deal process on a range of buy-side and sell-side M&A transactions. Directing and executing corporate valuations (including DCF, market and transaction multiples), financial analysis to support transactions, strategic analysis (such as industries, sectors and peers), investor sourcing and selection, and financial models. Co-ordinating activities between stakeholders including shareholders, investors, senior management, legal and regulatory authorities, as applicable to specific transaction requirements. Managing teams across multiples project to deliver intended objectives. Actions include communications with related parties, directing, managing and supervising team members, and maintaining necessary reporting frequencies with the CEO. Transactions structuring considering specific client requirements and advising clients on feasibility, return expectations and other criteria.Formulating investment strategies for clients to create compelling stories for the respective mandates.Taking the lead in developing and presenting investment pitch books, investment memorandums, teasers, data books, financial models, and valuation models. Building relationships on behalf of the firm with the investment intermediaries as well as primary client sources.

Sri Lanka

The Financial Modelling course delivers a unique experience to participants where they are able to apply the learning outcomes universally in their day to day work. The course covers the areas of; Financial Analysis, Understanding Business Structures, Financial Modelling best practices, Incorporating Business Structures, Model input, processing & outputs, Functions for Financial Models, Excel Tools, Troubleshooting, etc.

Equity Research Carrying out research on allocated industries/companies with the aim of providing investment recommendations Portfolio advisory for Investment Advisors for the purpose of including and excluding securities in client portfoliosAnalysing portfolios of high net worth, retail and institutional clients for the purpose of restructuring Data collection and collation for the purpose of analysis. Includes macro and micro data and incorporating information/findings into forecasts and valuations Maintaining relationships with industry specialists, company investor relations teams and other stakeholdersConstructing, updating and maintaining detailed financial models Building valuation models for a range companies/industries Forecasting company performance incorporating economic, industry and company specific factorsOutsourced Investment Banking/ResearchProviding investment banking services on an outsourced basis for clients in the GCC regionConstruction of complex financial models for various industries incorporating decision making and analysis dashboards Building valuation models for numerous transactions in the MIddle East regionConstructing financial models for planning and analysis purposes with KPI dashboards and analysis templates Incorporating Due Diligence findings to planning/valuation/financial models. Strategy research and reviews for transactions in the Middle East regionPreparation of investment pitch books/board papers/investment committee recommendations and presentations

Sri Lanka

Visiting lecturer for the faculty of Management and Finance in Financial Modelling. The program is aimed at introducing participants to the financial modeling process and to build competencies to create a financial model from zero to 100%, taking the first time financial modelers to an intermediate level.The course content also covers an innovative look at financial analysis removing conventional thinking and boundaries governing financial analysis and interpretation. The course also covers the requirements of Microsoft Excel to bring participants to a competency level adequate to build robust financial models.

Sri Lanka

Visiting trainer for the Colombo Stock Exchange for Fundamental Analysis. The module is a core part of the "Advanced Diploma in Financial Management" program. The content takes an in-depth practical view of fundamental analysis through financial analysis, company valuations and decision making. The unique learning point of the program is the use of real life live companies for the purpose of comprehension.

Sri Lanka

Lecturer for the CFA program conducted by Mercury Institute of Management, which is the only CFA approved tution provider in Sri Lanka. Modules delivered include Equity Investments and Financial Reporting and Analysis.

Audit and Assurance Carrying out financial audits under the direction of the audit manager. Activities included audit planning, fieldwork, test of controls, recalculations, etc., documenting findings and presenting issues Financial Advisory Services M&A Advisory Comprehending and evaluation of transaction details and technicalities for mergers, acquisitions, divestitures, etc.Analysing key metrics and value drivers affecting transactionsIdentifying synergies and the potential to realize synergies Incorporating due diligence factors to analysis, valuations and other decision making metricsRecognizing drivers and impediments for realization of synergies Forecasting post transactions risks/challenges. Constructing transaction structure and control measures to mitigate risks/challenges Liaising and collaborating with stakeholders related to M&A transactions Corporate Valuations and Financial Modeling Understanding business models Creating and structuring financial models replicating business models covering a range of industriesCarrying out financial valuations based on methodologies including Discounted Cash Flow, Market Multiples, etc. Liaising and collaborating with internal and external due diligence teams to factor findings Recognizing and presenting key valuation metrics driving valuations Analysing and interpreting valuations to provide value additions such as negotiation check points, walk away values, trigger points, etc. Transaction Services Conducting financial due diligences for transactions including pre deal evaluation, acquisitions, disposals, special projects, etc. Planning activities for establishing scope of work including distinguishing between high, medium and low priorities activitiesCarrying out fieldwork analysing/interpreting information, providing insight to risks, illustrating areas for potential improvements/synergies, etc. Work carried out included focus on earnings quality, sustainability, negotiating points, etc.

Investment Management, Charterholder

Activities and Societies: CFA Sri Lanka The CFA designation is considered as one of the most prestigious and respected investment.

Stern Certificate In Advanced Valuation, Advanced Valuation

Taught by Professor Aswath Damodaran, one of the leaders in the field, the Advanced Valuation certificate course provides a deeper.

Management Accounting

CIMA is the world’s largest and leading professional body of management accountants. Our mission is to help people and businesses.

Education record