ZAID Ali ALJAZZAZI
Tucson
Summary
Results-driven investment banking analyst with expertise in financial modeling, strategic investment analysis, valuation, M&A transactions, and capital raising. Proven ability to utilize financial insights and analytical skills to inform strategic investment decisions. Currently pursuing CFA Level 1 certification and holds the Securities Industry Essentials (SIE) certification. Effective communicator experienced in collaborating across functions and engaging with senior leadership in dynamic international financial environments. Seeking a challenging and impactful role in corporate finance, investment banking, or strategic finance within a top-tier U.S. financial institution.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Investment Banking Analyst
Acquara Management Consultant
10.2024 - Current
- Developed comprehensive valuation models (DCF, comparables, and precedent transactions) for complex M&A transactions exceeding $50M.
- Led detailed due diligence processes for multiple buy-side and sell-side transactions, managing cross-functional teams and facilitating seamless deal closures.
- Actively participated in structuring deals, supporting capital raising efforts, and preparing high-quality investment presentations for premier clients.
- Enhanced financial strategies through advanced modeling, comprehensive risk assessments, and precise forecasting techniques.
- Collaborated effectively with senior analysts and executives, refining investment strategies and developing actionable financial insights tailored to dynamic market conditions.
Communications Executive
9Yards Communications
04.2024 - 10.2024
- Developed and executed targeted social media campaigns for 10+ corporate and governmental clients, increasing client engagement metrics by over 35% and driving a 25% boost in online following.
- Conducted detailed market trend analyses and competitive benchmarking across 5 major industries, leading to optimized campaigns that increased client ROI by 20%.
- Created strategic content, including over 100 captions, taglines, and comprehensive brand voice guidelines, improving message consistency and client satisfaction by 30%.
- Coordinated cross-functional teams of up to 8 people, successfully strategizing and implementing marketing initiatives that exceeded project objectives and timelines by 15%.
Financial Analyst Intern
Avicenna Home Care Agency
10.2023 - 04.2024
- Conducted financial analyses on operational costs and revenue streams, identifying over $20,000 in annual savings through budget optimization.
- Prepared monthly financial statements and cash flow forecasts that helped management reduce expenses by approximately 10%.
- Built financial models that assessed service profitability, resulting in improved pricing strategies and an 8% increase in overall operational efficiency.
- Assisted in maintaining compliance with healthcare financial reporting standards, successfully passing 2 internal audits and ensuring zero regulatory infractions.
- Developed and implemented financial models evaluating profitability, pricing strategies, and operational effectiveness.
Financial & Investment Analyst Intern
Nirvana Holding (CEO’s Project Management Office)
06.2023 - 09.2023
- Performed financial feasibility studies and risk analyses for investment projects valued up to $15M, providing critical insights that influenced executive-level investment decisions.
- Developed and maintained financial models to track investment performance, leading to a 12% improvement in budget forecasting accuracy across multiple subsidiaries.
- Prepared and delivered executive-level presentations and detailed financial reports directly for the Group CEO, contributing to strategic decisions on portfolio management and capital allocation.
- Conducted in-depth analysis of operational and financial metrics for 4 subsidiary companies, identifying approximately $100,000 in annual cost-saving opportunities.
- Gained substantial exposure to corporate finance operations, strategic investment processes, and cross-industry capital allocation strategies within a diversified holding group.
Financial Operations Analyst Intern
Nirvana Tours and Logistics
06.2022 - 09.2022
- Performed detailed cost analyses and financial assessments for fleet operations, reducing operational expenses by approximately 8% through improved resource allocation.
- Enhanced financial forecasting accuracy by developing strategic budgets, resulting in a 10% reduction in variances between projected and actual expenditures.
- Created competitive pricing models, which contributed to a 12% increase in profitability and strengthened market positioning.
- Worked closely with the finance team to ensure precise reporting of operational KPIs and financial data, improving report accuracy by 15% month-over-month.
Financial Research Analyst Intern
Gewan Holding
06.2021 - 09.2021
- Conducted in-depth financial research on over 15 potential investment opportunities, market trends, and economic factors, directly shaping corporate growth strategies.
- Supported senior analysts in preparing detailed investment reports and financial models, streamlining evaluation processes and reducing analysis time by 20%.
- Delivered actionable insights that influenced capital allocation decisions, contributing to two new business expansion initiatives worth approximately $5M combined.
- Performed rigorous due diligence on acquisition targets, assessing financial statements and risk factors to ensure long-term viability and alignment with corporate objectives.
Finance Intern
Nirvana Holding
06.2020 - 09.2020
- Helped refine revenue forecasts and budget models for expansion projects, contributing to a 10% improvement in forecast accuracy over prior estimates.
- Assisted in developing financial models and preparing detailed budgets for upcoming expansion projects, providing clear analysis that helped prioritize investment decisions.
- Conducted market research and basic due diligence on competitors and potential partners, supplying critical background data for new project proposals.
- Worked closely with senior finance team members to refine revenue forecasts and review profitability estimates, helping improve planning discussions.
- Prepared internal reports and presentation materials that made it easier for executives to evaluate project options and make timely decisions. Assisted in advanced financial modeling, detailed budget analysis, and strategic evaluation for corporate expansion projects.
Education
Bachelor of Arts - Economics, Concentration in Finance
University of California, Riverside
Riverside06.2024
Skills
- Financial Modeling & Valuation
- Investment Banking & Corporate Finance
- M&A Due Diligence & Transaction Structuring
- Strategic Investment Analysis & Market Research
- Risk Management & Forecasting
- Advanced Excel
- Bloomberg Terminal
- Capital IQ
- Financial Databases
- Strategic Communication & Stakeholder Engagement
- Data-Driven Decision-Making & Analytical Problem-Solving
- Regulatory Compliance & Cross-border Investments
- Investor relations
- Capital raising
- Financial analysis
Certification
- CFA Level 1 Candidate
- Securities Industry Essentials (FINRA SIE), 2024
Languages
English
Arabic
Personal Information
- Relocation: Open to Relocation
- Citizenship: U.S. Citizen
- Date of Birth: 01/24/02
- Nationality: USA
Timeline
Investment Banking Analyst
Acquara Management Consultant
10.2024 - Current
Communications Executive
9Yards Communications
04.2024 - 10.2024
Financial Analyst Intern
Avicenna Home Care Agency
10.2023 - 04.2024
Financial & Investment Analyst Intern
Nirvana Holding (CEO’s Project Management Office)
06.2023 - 09.2023
Financial Operations Analyst Intern
Nirvana Tours and Logistics
06.2022 - 09.2022
Financial Research Analyst Intern
Gewan Holding
06.2021 - 09.2021
Finance Intern
Nirvana Holding
06.2020 - 09.2020
Bachelor of Arts - Economics, Concentration in Finance
University of California, Riverside
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