Ali Abbas
Senior Accountant @Firstcfo Inc
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WORK HISTORY
Senior Accountant @Firstcfo Inc
Toronto, ON, CA
Deliver hands-on financial planning and analysis support to SaaS-based startups, including forecasting, revenue modeling, and scenario analysis to guide data-driven decision making.• Build dynamic financial models and dashboards that translate complex data into clear insights, supporting both short-term tactics and long-term strategy.• Manage a diverse portfolio of technology clients, offering end-to-end financial oversight from cash flow projections to operational budgeting and growth planning.• Partner directly with founders, CFOs, and investors to present financial reports, track KPIs, and support fundraising and board-level conversations.• Handle full-cycle month-end processes, including reconciliations, management reporting, budget variance analysis, and preparation of financial statements using platforms like Xero and QuickBooks.
EDUCATION
CFA Institute
CFA Charterholder
Institute of Business Management
Bachelor of Business Administration (BBA)
Institute of Business Management
Master of Business Administration - MBA
ABOUT ALI ABBAS
Driven Investment Research and Capital Markets Professional with 7+ years of experience in Financial Modeling, Investment analysis of various asset classes such as Equities, Fixed Income, Real Estate and other synthetic products. I help companies make informed investment decisions, optimize investment management strategies, and execute high-value financial transactions.Some examples include: Led Mergers & Acquisitions (M&A), Equity Capital Market (ECM), and Debt Capital Market (DCM) transactions valued at $33M, streamlining financial structuring processes that improved investment viability by 20%. Developed detailed financial models for investment research, Investment Public Offering (IPO), Buy side and Sell side M&A transactions, Corporate Debt Issuance, Leveraged Buy out (LBO). I have worked on a variety of sectors such as Energy, Consumer Discretionary, Financials, Information Technology and Real Estate. Managed Equity and Fixed Income accounts for corporate and retirement fund clients, outperforming the benchmark index in 2020, generating an additional $70K in client gains.I get excited about opportunities where I can leverage my expertise in financial modeling, M&A and investment research to drive strategic advisory and help companies grow in competitive capital markets.I love connecting with new people, you can reach me at a••••••••@yahoo.com.
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