Mohamed Shalaby

• Financial Planning & Analysis (FP&A): Prepare and analyze financial statements, forecasts, budgets, and cash flow models to inform business decisions and improve financial performance.

• Developed dynamic financial models and rolling forecasts (Excel/Sheets) incorporating CAC, LTV, churn, and conversion rates to support strategic decisions for B2C/B2B clients.

• Strategic Advisory: Develop and implement customized financial and business strategies for SMEs and entrepreneurs to enhance profitability, scalability, and sustainability.

• Investment & Financial Planning: Guide clients through investment decisions, financial modeling, budgeting, and capital structuring — ensuring alignment with long-term objectives and risk appetite.

• SME Advisory: Provide end-to-end advisory to SMEs across industries, focusing on business diagnostics, restructuring, revenue growth strategies, cost control, and investment readiness.

• Business Modeling Develop tailored business and financial models to assess feasibility, profitability, and risk for startups and growing businesses. Built modular, scenario-driven models to assess startup viability, incorporating cohort-based revenue projections, retention curves, and sensitivity toggles.

• Mentorship Capacity Deliver training, mentorship, and workshops to entrepreneurs and businesses leaders, with a focus on building practical business and financial skills.

• Identify key performance drivers and inefficiencies; implement solutions that improve margins and streamline operations.

• Led and investor-readiness preparation valuation models

• Developed and implemented national-level financial inclusion strategies aligned with USAID priorities, targeting low income populations, women, youth, and small businesses.

• Advised government bodies, financial institutions, and NGOs on inclusive finance frameworks, regulatory reforms, and innovative financial services.

• Designed financial products and delivery models tailored to underserved groups, driving access to finance for SMEs and entrepreneurs in rural and urban settings.

• Built multi-stakeholder coalitions with banks, MFIs, fintechs, and development partners to scale outreach and impact.

• Led capacity-building programs for financial service providers and local partners to improve delivery, sustainability, and impact measurement.

• Monitored and evaluated project performance, produced donor reports, and translated data into actionable insights to improve program effectiveness.

• Advocated for enabling policies that support SME growth, digital financial inclusion, and gender-inclusive finance systems.

• Facilitated knowledge sharing and cross-sector learning through workshops, reports, and regional exchanges.

• Led all finance, accounting, and investment operations across Centro CDX and its subsidiaries, ensuring financial accuracy, efficiency, and compliance.

• Partnered directly with C-suite to translate complex financial insights into strategic decisions, driving profitability and business growth.

• Developed and executed capital structure and funding strategies, securing financing at optimal cost and supporting expansion initiatives.

• Led M&A and investment deals end-to-end, Executed full-cycle M&A transactions, integrating operational KPIs into valuation models and using scenario analysis to model synergies and risk-adjusted returns.

• Built financial infrastructures and operating models for new startups, ensuring long-term financial health and scalability including

• Designed scalable FP&A frameworks and dashboards using Excel/Sheets for tracking KPIs (ARPU, burn rate, runway), enabling faster decision-making across ventures.

• Owned investor relations, delivering valuation models, investment decks, and roadshow presentations to secure investor confidence.

• Drove budgeting and cost optimization, leading to enhanced resource allocation and financial discipline across departments.