Sayed Hamed Sadat

Established and scaled a pro-bono financial advisory firm, recruiting and managing a cohort of 80 analysts to execute a large-scale "sell-side" investment banking simulation. Designed the firm's standardized client reporting framework and process documentation, creating the templates and job aids used by analysts to ensure consistent data quality in acquisition memos. Managed the end-to-end onboarding lifecycle for all incoming analysts, overseeing the collection of applicant data and delivering technical training on financial modeling to align team outputs with internal standards.

Co-Founder - Cedar Oak Capital - Toronto, ON

(2025-05 - 2025-09)

• Established and scaled a pro-bono financial advisory firm, recruiting and managing a cohort of 80 analysts to execute a large-scale "sell-side" investment banking simulation.
• Designed the firm's standardized client reporting framework and process documentation, creating the templates and job aids used by analysts to ensure consistent data quality in acquisition memos.
• Managed the end-to-end onboarding lifecycle for all incoming analysts, overseeing the collection of applicant data and delivering technical training on financial modeling to align team outputs with internal standards.
• Led data remediation initiatives by auditing intern-generated financial models and due diligence reports, identifying errors in valuation logic and implementing corrective measures before final stakeholder presentation.

Summer Private Equity Analyst | Remote - Elysian Holdings - San Francisco, SF

(2025-05 - 2025-09)

• Developed complex Excel models to forecast property tax liabilities across Texas municipalities, synthesizing historical data to support the operations team in accurately anticipating portfolio expenses.
• Conducted business analysis on operational workflows, identifying opportunities for automation through AI-powered customer support tools (voice agents) to reduce overhead and drive process efficiency.
• Prepared and presented strategic proposals to senior leadership, documenting the potential impact of technology integrations on portfolio value and operational costs to support board-level decision-making.
• Performed market research to validate operational strategies, consolidating findings into actionable reports used to guide post-acquisition value creation initiatives.

Development Officer - Fundraising - Roots Community Services - Brampton, ON

(2025-05 - 2025-08)

• Co-led a critical fundraising campaign to bridge a significant budget gap, delivering a 33% year-over-year increase in revenue that successfully stabilized the operating budget for two at-risk community programs.
• Managed the end-to-end donor pipeline for 200+ corporate prospects in the Peel Region, maintaining a centralized tracking system to ensure accurate data capture, timely follow-ups, and zero lead leakage.
• Executed a high-volume client outreach strategy, crafting tailored value propositions that converted local businesses into recurring partners by aligning their CSR mandates with the organization's mission.
• Acted as the primary point of contact for external partners, managing the full donor lifecycle from initial identification to final settlement and post-donation reporting to ensure long-term relationship continuity.

Bachelor of Management and Organizational Studies - Finance - Western University (2028-04)