Qusai Jhaveri

Finance professional with 4+ years of experience across FP&A, financial modeling, investment analysis, and strategic planning. Worked with firms including Morningstar and Gateway.fm, supporting management reporting, forecasting, fundraising, KPI analysis, and business performance strategy. Experienced in building financial models, variance analysis, cash runway reporting, and delivering insights that support C-suite decision-making.

CFA Level II cleared with strong analytical and problem-solving skills in fast-paced business environments.

FP&A/ Financial Analyst at Gateway.Fm (2024-04 – Present)

• Developed comprehensive financial models and P&L analyses across business units, delivering concise performance summaries, plan vs. actuals variance analysis, analysing key cost drivers and other metrics.
• Collaborated closely with C-suite executives and key department stakeholders to assess growth strategies through financial modeling, budgeting and scenario analysis, driving disciplined and efficient growth.
• Supported the annual audit processes by one of the Big Four audit firms.
• Owned financial close cycles, delivering in-depth results & variance analysis and preparing detailed quarterly/annual business review presentations for internal stakeholders, focusing on key financial and operational highlights.
• Conducted precise cash flow forecasting to determine and optimize the company's financial runway and liquidity planning.
• Supported treasury functions like investment decision support and tracking portfolio performance against benchmarks.
• Built and maintained business dashboards to monitor performance against forecast and budgets.
• Designed and tracked KPIs for business unit reporting, enabling trend analysis, proactive performance management which led to increased margins across the board.
• Worked closely with business unit leaders and core leadership to drive revenue & cost forecasting, and oversee Capex & Opex budget planning aligned with long term strategic goals.
• Created and improved operational processes, enhancing governance frameworks and reducing cost leakages. Implemented a receivables process which reduced average debtor days from 45 to 26.
• Supported fundraising as a part of the core team working on financial projections, pitchdecks, Financial research, responding to institutional investor questionnaires.

Analyst: Model Portfolios and Separate Accounts at Morningstar Inc. (2021-04 – 2022-10)

• Prepared, analyzed, managed & collected quantitative data related to model portfolios domiciled in North America.
• Successfully completed projects on expanding the model portfolio database from 400 to 2500 Models.
• Maintained financial models of portfolio risks and sensitivities.
• Assisted in building relative/comparable valuation models for investment vehicles based on metrics like P/E's, P/B ratios.
• Conducted ratio analysis for key metrics such as asset allocations, portfolio Turnovers and management teams.
• Analyzed portfolios risk and return metrics of different equity and fixed income strategies using Morningstar direct to improve the quality and reliability of data.
• Prepared 100+ company profiles & added new AMCs and institutions to add to the database.
• Increased the advisor volume on the platform by 80% in Model universe.

Post graduate Diploma in Financial Planning – George Brown College (2023)

CFA Level 2 in Chartered Financial Analyst (2023)

CFA Level 1 in Chartered Financial Analyst (2021)

Course in Financial Modeling & Valuations – Wallstreet Prep

Bachelor of Management Studies (B.M.S) in Management Studies – University of Mumbai (2019)