Ferdaous A.

Engaged with the Carta ecosystem, utilizing Accelex Technology integration to transform unstructured financial documents into structured data tailored for investment reporting. Conducted validation of AI-extracted data by comparing it to source documents and executed data quality checks to maintain accuracy. Extracted and verified crucial financial metrics such as FMV, IRR, MOIC, RCI, TCI, NAV, contributions, distributions, capital commitments, revenues, EBITDA, net debt, GICS sector, industry classification, and business activity. Oversaw the monitoring of investor and fund administrator portals to collect private market investment documents for client reporting. Organized and tracked the availability of financial documents including capital calls, distributions, statements, and performance reports while ensuring traceability. Collaborated with cross-functional teams including Clearwater Analytics to facilitate data workflows and handle client inquiries, validating extracted data while participating in biweekly calls to maintain alignment and process consistency.

Focused on financial analysis and reporting for Dar Ben Gacem by evaluating monthly financial performance, monitoring revenue, expenses, and profitability metrics. Identified operational inefficiencies and uncovered opportunities for enhancement by tracking KPIs. Provided actionable recommendations and strategies to optimize cost management and boost revenue generation, while sharing succinct reports with cross-functional stakeholders during monthly meetings.

Performed a decade-long analysis of the company's revenue streams to evaluate performance trends and profitability. Gathered, cleaned, and structured financial data from various records; identified revenue gaps and constructed dashboards while employing forecasting techniques to provide insights over five years. Delivered findings and recommendations to the CEO through visual representations and reports. Collaborated with the Blue Fish team to conduct risk assessments.