Open to opportunities

Waqar Zaman

@waqarzaman

Message

Senior financial analyst specializing in investment-ready financial models and rigorous FP&A forecasting.

United Kingdom

Message

What I'm looking for

I want to build and refine advanced financial models that leadership can trust—combining rigorous logic, strong QA, and clear KPI storytelling for investment decisions, forecasting accuracy, and strategic planning.

I’m an ACA-qualified finance professional with 8 years of experience building decision-ready financial models across investment evaluation, scenario planning, and FP&A.

Big 4-trained at KPMG, I bring a strong foundation in tax/financial due diligence and corporate transactions—paired with hands-on deal-side modelling across infrastructure, real estate, and private markets.

I translate complex client requirements into structured model logic, with a clear focus on logical model architecture, quality assurance, and presenting key metrics to senior stakeholders.

Recently, I’ve developed integrated 3-statement models and cash flow forecasting tools (including a 13-week cash flow forecast), supported investment committee materials, and strengthened forecasting accuracy through scenario and KPI variance analysis. I’m also pursuing CFA Level 1 and the Advanced Financial Modeller qualification to keep pushing modelling excellence.

Experience

Work history, roles, and key accomplishments

Investment Advisory Senior Analyst

Gajah Investment Group

Dec 2025 - Apr 2026 (4 months)

Developed bespoke investment evaluation and scenario-planning models for mining and infrastructure deals, translating client requirements into clear, structured logic. Built integrated 3-statement models and a group cash flow model with a 13-week forecast to support liquidity planning, delivering model outputs and key metrics to investment committee stakeholders.

Advanced Excel Financial Modelling Scenario Planning Quality Assurance Cash Flow Forecasting Stakeholder Management

Senior Investment Analyst

Irbis Capital Partners

Aug 2025 - Oct 2025 (2 months)

Built EV-to-equity bridge models and capital structure analyses for live logistics and infrastructure investment processes. Developed integrated financial models for container leasing and infrastructure platforms to ensure mathematical accuracy and logical consistency, supporting deal execution and internal senior review materials.

Financial Modelling EV To Equity Bridge Integrated Financial Statements Deal Support

Finance Consultant (FP&A)

WFM Consultancy Ltd

Dec 2022 - Dec 2023 (1 year)

Provided FP&A and financial modelling support to SME and mid-market clients, building bespoke budgeting, forecasting, and cash flow models for business planning and decision support. Delivered clear, decision-ready outputs tailored to client needs across multiple planning cycles.

FP&A Budgeting Forecasting Financial Modelling Financial Planning client support

Education

Degrees, certifications, and relevant coursework

CFA Institute

CFA Level I, Finance

Currently pursuing CFA Level 1, scheduled to sit in May 2026.

Advanced Financial Modeller

Advanced Financial Modeller, Financial Modelling

Currently pursuing the Advanced Financial Modeller qualification, scheduled to sit in July 2026.

ICAEW (ACA qualification)

ACA (ICAEW), Accounting

Qualified as an ACA (ICAEW) in 2023, with training across financial analysis, audit methodology, and tax accounting. Completed extensive work supporting due diligence for real estate and corporate transactions.

Queen Mary University of London

MSc Mathematical Finance, Mathematical Finance

2015 - 2016

Completed an MSc in Mathematical Finance, supporting a rigorous quantitative approach to financial modelling. Built strong foundations for structured decision-ready models.