Ziaul Karim
Senior Associate Financial Modeling & Analysis @Okoa Capital
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WORK HISTORY
Senior Associate Financial Modeling & Analysis @Okoa Capital
Park City, UT, US
Drive financial modeling, due diligence, and portfolio optimization for alternative investments. Re-engineered 3-statement and loan builder models (arrays/XLOOKUP/LAMBDA), cutting calc time ~40% and enhancing audit readiness. Built HubSpot–QuickBooks pipelines and loan intake platforms, boosting client onboarding efficiency 30% and streamlining reporting. Lead diligence, IC memos, and KPI monitoring to support fundraising and strategic decision-making. Own the modeling and loan intake systems backbone for underwriting, monitoring, and partner reporting. Created tight loops from CRM to Loan Intake to Financial models to Decision decks that raise speed and data quality.
EDUCATION
University of Utah - David Eccles School of Business
Master of Business Administration - MBA
University of Utah - David Eccles School of Business
Master of Science - MS, Finance
University of Dhaka
Master of Science - MS, Accounting and Information Systems
University of Dhaka
BBA, Accounting & Information Systems
ABOUT ZIAUL KARIM
Finance professional with experience spanning private equity, impact investing, FP & A, and academic leadership. Skilled in financial modeling (3-statement, portfolio, scenario/sensitivity), due diligence, variance analysis, and strategic planning. Delivered measurable results including improving forecast accuracy by 25%, cutting reporting cycles by 10+ hours, reducing operating costs by 15%, and securing $200K+ in annual savings. Proven track record in sourcing and evaluating 500+ startups, authoring IC memos, optimizing deal structures, and supporting fundraising. Recognized for teaching excellence (Top 5 faculty, 90%+ student evaluations), mentoring 40+ internships, and leading strategic initiatives that elevated institutional ranking from 10th to 3rd nationally. Collaborative leader experienced in cross-functional environments with expertise in data-driven decision support, automation, and process improvements that strengthen financial oversight and organizational performance.
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