Team supervision
Data analytics
Project management
Financial Modeling & Forecasting
Saif Afouri
Senior Associate, Transaction Advisory Services
Dallas,TX
Summary
Results-driven finance professional with extensive experience in financial planning and analysis (FP&A), revenue forecasting, and financial modeling. Proven track record of leading long-range planning (LRP), variance analysis, and cross-functional collaboration to drive strategic decision-making. Adept at leveraging data-driven insights to improve processes, optimize financial performance, and support senior leadership in high-impact business initiatives. Strong background in M&A due diligence, working capital analysis, and financial integration, providing a well-rounded financial perspective.
Overview
9
9
years of professional experience
4
4
years of post-secondary education
2
2
Certifications
Work History
Senior Associate, Transaction Advisory Services
KSM CPAs & Advisors
07.2023 - Current
- Trained and supported new team members, maintaining culture of collaboration
- Led and supported financial due diligence engagements for small to mid-size companies, providing actionable insights for clients in various industries, including transportation, software, manufacturing, construction, and wealth management
- Developed financial models for revenue analysis, evaluating trends across geographies, product lines, service offerings, and customer segments, identifying key growth drivers and profitability insights
- Performed in-depth revenue analysis to identify key drivers such as customer churn, customer acquisition, and wins, delivering strategic recommendations to enhance profitability and long-term growth
- Built expense and payroll cost models, evaluating headcount planning, labor costs, and spending trends to support decision-making
- Conducted working capital analysis, financial due diligence, and Quality of Earnings (QoE) assessments for M&A transactions
- Wrote comprehensive financial reports and analysis, summarizing key findings, company performance, and historical trends with detailed narratives to guide stakeholders
- Strong experience in working with multiple and complex data sets, transforming complex, unstructured financial data into meaningful, actionable trends, ensuring alignment with client objectives and industry benchmarks
- Managed and mentored associates, ensuring high-quality financial analysis, reporting, and constantly meeting multiple deadlines
Senior Associate, Transaction Advisory Services
Whitley Penn
04.2023 - 06.2023
- Led a project to support the seller in performing a net working capital true-up after the transaction close date, resulting in a $500K reduction in the final payment due to the buyer from the seller.
Associate, Deal Advisory
KPMG
02.2022 - 03.2023
- Aggregated, manipulated, and analyzed target company data to identify historical and projected financial and operating trends, quality of earning adjustments, working capital considerations, potential liabilities and risks impacting the target company, and supported the SPA review process
- Reviewed and analyzed key revenue and cost assumptions in the targets’ financial models to help clients validate their investment thesis and understand the run-rate of the business, and normalized earnings and net working capital. Analyzed monthly recurring revenue (MRR), churn, retention, and cohort metrics
- Contributed to projects of varying sizes including buy-side, sell-side, and carve-out for private equity clients and publicly traded companies
- Assisted in building multiple data-books and detailed report writing to present diligence findings to clients
- Collaborated closely with the offshore team, providing thorough guidance on assigned tasks and managing daily responsibilities
- Worked closely with the offshore team to provide detailed guidance on requested tasks and managed day-to-day responsibilities
- Actively participated in multiple in-person training events covering advanced data processing techniques, effective report writing, data-book preparation, deal cycles, and valuation methods
Senior Associate, Transaction Advisory Services
KSM CPAs & Advisors
11.2021 - 02.2022
- Assisted in performing financial due diligence for small and mid-size market companies
Analyst, M&A and Commercial FP&A
Stericycle
06.2019 - 11.2021
- Financial analyst with responsibilities of M&A and Commercial FP&A analyst within Stericycle, a $3B publicly traded company
- Led the development and execution of the 5-year Long-Range Plan (LRP), collaborating with department heads to understand planned spend, revenue projections, and strategic initiatives
- Maintained and refined the forecasting process throughout the year, performing variance analysis against forecasts and LRP, providing actionable insights to leadership
- Presented financials and key findings to senior leadership, explaining major variances and trends in revenue, costs, and profitability
- Partnered with accounting teams monthly to analyze journal entries causing variances to budget and forecast, improving accuracy and expediting the month-end close process between FP&A and accounting
- Enhanced Monthly Management Review by building Price x Volume analysis at the service line and customer level and implemented the analysis in the monthly State of The Company Operating Letter to C-level and VPs
- Built from scratch an IRR, ROI, and NPV of Cashflow model for the marketing department for a potential project enabling a comprehensive assessment of the potential project and its value to the company
- Played an integral role in successfully divesting a $100M BU in 2019, a $75M BU in 2020, and a $70M BU in 2021
- $100M transaction sold to strategic buyer: Created carve-out P&L, Pro-forma P&L, and performed due diligence with no support from outside financial firms and consultants
- $75M transaction sold to strategic buyer: Collaborated with Big 4 advisors to develop QoE, standalone cost models, ending balance sheet, and constructed various schedules from scratch to support investment banking advisors and leadership in the creation of (CIM) material
- $70M transaction: Finance lead for Stericycle; Collaborated with Big 4 FDD advisors to create QoE, built detailed five-year P&L projection model, and primary finance contact for the investment bank advisors and internal senior leadership
- Primary financial analyst to support a $70M division. Formed strong relationships with departmental heads to become a trusted finance business partner to lead long-range planning, budget, forecasts, and strategic analysis
Staff Accountant
Stericycle
04.2018 - 06.2019
- Joined the organization during a period of significant projects related to internal controls and audit readiness for a group of business units.
- Integral parts of internal controls project for business units which included ensuring all IPE has a source, parameters, and report logic controls that are adequately designed and adhere to GAAP guidance
Controller
Coast to Coast Imports
05.2016 - 04.2018
- Held the position of Controller at a $50M used car dealership, assuming additional responsibilities as an Office Manager
- As the Controller, prepared income statements, balance sheets, and cash flow statements, while overseeing one direct report
Education
Bachelor of Science - Accounting
West Virginia University
Morgantown, WV 08.2011 - 12.2015
Skills
Certification
CPA Exam – All Sections Passed
12-2017
CFA Program – Passed Level I
12-2019
Timeline
Senior Associate, Transaction Advisory Services
KSM CPAs & Advisors
07.2023 - Current
Senior Associate, Transaction Advisory Services
Whitley Penn
04.2023 - 06.2023
Associate, Deal Advisory
KPMG
02.2022 - 03.2023
Senior Associate, Transaction Advisory Services
KSM CPAs & Advisors
11.2021 - 02.2022
CFA Program – Passed Level I
12-2019
Analyst, M&A and Commercial FP&A
Stericycle
06.2019 - 11.2021
Staff Accountant
Stericycle
04.2018 - 06.2019
CPA Exam – All Sections Passed
12-2017
Controller
Coast to Coast Imports
05.2016 - 04.2018
Bachelor of Science - Accounting
West Virginia University
08.2011 - 12.2015
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