Ali Shegefti Phone: 415-***-**** Email: *******.********@*****.*** Aliso Viejo, CA, 92656
Accomplished financial analyst and venture associate with a proven track record of managing impactful outcomes. Skilled in thorough financial analysis, due diligence, and market research. Recognized for supporting strategic initiatives and delivering valuable insights. Proficient in budgeting, forecasting, and financial modeling. Strong expertise in optimizing financial performance, driving cost savings, and enhancing operational efficiency. Excellent communication and collaboration abilities. Achieved 15% operational efficiency improvement. Proficient in data analysis, strategic planning, process improvement, and financial modeling. Well-prepared to excel in driving financial success and capitalizing on investment opportunities. Experience:
Business Analysis Manager Plug and Play Tech Center Sunnyvale, CA Contract July 2019 – Present
• Supervised a team of 3 business analysts, leading strategic decision-making through financial modeling, competitive analysis, product efficiency evaluation, customer needs assessment, competitor analysis, and market trend analysis. Communicated key insights to the CEO and stakeholders.
• Collaborated cross-functionally with finance, product, sales, and operations led development of standardized tools, and templates to enhance team productivity and ensure consistent analysis of market trends and data.
• Monitored KPIs using relational database, implementing corrective actions to direct performance improvement.
• Achieved a 70% increase in customer retention and 15% operational efficiency improvement through and process optimization. Financial Analyst Plug and Play Tech Center Sunnyvale, CA June 2018 – July 2019
• Prepared and monitored annual budgeting, and monthly forecasting, by collecting, analyzing, and loading projections as well as documenting assumptions.Performed data modeling to support strategic decision making.
• Conducted thorough investment research, due diligence on potential investment opportunities, M&A, including market analysis and financial modeling.
• Delivered ongoing business development support to portfolio companies, assisting in development of growth strategies.
• Prepared investment memos and presented findings to investment committee members. Venture Associate Archer Alliance Dubai, UAE Sep 2014 – Sep 2017
• Identified and evaluated 20 potential business opportunities, leading to closure of 5 business deals and compelling business expansion and market penetration. 2 were M&A.
• Conducted thorough due diligence on 5 investment opportunities, ensuring informed investment decisions.
• Evaluated 10 startups, executing seamless on-boarding processes, and closing 3 investments.
• Managed end-to-end investment activities, including deal-sourcing, due diligence, and preparation of investment documentations, contributing comprehensive legal support.
Financial Analyst Archer Alliance Dubai, UAE Sep 2011 – Sep 2014
• Provided periodic reporting regarding organizational performance, earnings, and expenses to stakeholders/ directors.
• Developed and utilized standardized financial models and tools, improving accuracy and efficiency in cost forecasting.
• Collaborated with stakeholders to optimize budget allocation and ensure financial targets were met.
• Analyzed financial data and implemented cost-saving initiatives, leading to a 10% reduction in operational expenses. Education:
Stanford school of Business, Master’s, Minor: Business Analysis, Stanford, CA. 2019-2020 Hult Business School, Master of International Business Administration, Minor: Finance, San Francisco. 2017-2018 Tehran Polytechnics, Bachelor of Science in Finance, Tehran, Iran. 2010-2014 Skills:
Analytical, data analysis, data modeling, metadata management, big data analysis, data visualization tools, business analysis, strategic planning, process improvement, financial modeling and reporting, budgeting, forecasting, cash flow, financial statement, financial systems, MS office, excel, PowerPoint, word, trading securities and ETFs, accounting, problem-solving, communication, team management, self- driven, motivated.