Taseen Hassan

Family Office of Chairman SEDCO -Led portfolio management and due-diligence across private credit, trade-finance, real estate, and global public markets; produced investment memos and models that guided IC approvals and portfolio rebalancing. -Evaluated Sharia-compliant trade-finance funds (Sidra, Horizon, SAB Invest), preparing DDQs and cash-flow models (IRR, MOIC, LTV stress tests) that enabled 8–10% targeted net returns with strong collateral coverage. -Assessed UK industrial, life-sciences, and global multifamily real-estate opportunities by modeling cap-rates, NOI, and exit scenarios to recommend balanced yield and long-term appreciation strategies. -Led a Strategic Asset Allocation exercise, designing a solver-based optimization framework; reduced home bias from 69% to 28%, lifted expected returns by ~10 bps and realized H2-2025 performance by ~150 bps, enhancing risk efficiency with a ~19% improvement in Sharpe, delivering a robust and IC-defensible portfolio.

Private Equity PortCo Team – LPG Distribution Company – Riyadh • Prepared an investment case for Saudi's largest fuel retail giant to invest in the portfolio company, projecting a 14% EPS uplift by 2029E through accretion analysis; conducted synergy analysis based on LPG sales reaching 30% of existing diesel volumes, resulting in a 3.5% net margin uplift and 2.5x EPS growth by 2029E. • Automated financial reporting with VBA-enabled Excel dashboards integrated with PowerPoint; streamlined data consolidation from 23 branches generating SAR 10m monthly revenue and provided insights into branch-level (product mix, profit margins) and company-level metrics (revenue growth, cost structure, adjusted margins). • Developed investment teasers, memos, and virtual data rooms, positioning the company and vending machine factory as standalone investment opportunities to attract interest from leading strategic and financial investors in Saudi Arabia. • Assisted in establishing an 1,800 sqm LPG dispenser factory in Riyadh by securing global engineering collaborations, diversifying revenue streams. Investment Analysis • Assessed 5+ investment opportunities seeking $23m in funding, analyzing competitive landscape, financial performance, returns, and valuations to deliver strategic recommendations. Facilitated the advancement of 2 opportunities (Modest Fashion and Ultra-Luxury Perfume) to the Investment Committee. • Conducted benchmarking of 200+ Sukuk and equity funds, using Duration analysis and Sharpe ratios for risk-adjusted rankings and identifying freestyle equity managers as outperformers, leading to deployment under the Liquid Mandate. • Oversaw post-acquisition reporting for 13 investments totalling $97m in capital commitments, focusing on private equity buyout funds targeting health and tech sectors across Asia.

KEY ACHIEVEMENTS: - Collaborated with multiple banks to design a financing product, facilitating the disbursement of PKR500m for exotic cow breeds. The objective was to increase annual milk supply by 10 million liters. - Developed a comprehensive dashboard automating credit processes, providing clarity on available, blocked, and utilized limits. The dashboard facilitated strategic forecasting for credit line availability amounting in excess of PKR 20 Billion. - Spearheaded a corporate partnership with Faysal Bank to financially empower employees. Successfully onboarded over 200 employees on the Faysal Noor Card across 7 locations, enhancing financial benefits for employees nationwide.

KEY ACHIEVEMENTS: General Accounting - Facilitated the automation of fixed assets, seamlessly integrating existing processes and developing new ones amid the phase-out of MS SharePoint. Collaborating with a vendor, we executed the project within four months. The successful implementation ensures uninterrupted documentation and accounting, enhancing internal control efficiency at FrieslandCampina. -Valued the Nara Dairy Farm, encompassing 6000 cows and an annual milk production of 23 million liters, utilizing the DCF method. Adjusted the risk premium based on market uncertainties during periods of political and economic instability, hence providing valuable insights to leadership for an informed buy/sell decision. - Instructed and upskilled over 25 accounting team members, focusing on GPT prompting, Excel automation, and the integration of GPT in VBA coding. Additionally, provided training in video editing using Clipchamp and various other AI modules, enhancing their skill set for diverse applications.

KEY ACHIEVEMENTS: - Created CAP tables for funding via SAFE convertibles, aiding investor visibility into ownership and valuation. -Appointed a QCR Rated auditing firm for the annual audit of financial statements and fulfilment of tax and regulatory compliance. - Invited quotes from CPA (US) firms to ensure compliance with US tax and regulatory regime.

KEY RESPONSIBILITIES -Recording all financial transactions and maintaining accurate accounting books in alignment with IFRS for Pakistan and US GAAP for the US counterpart. - Ensure compliance with Pakistan & US Tax and Corporate law. - Overseeing payroll processes and ensuring timely disbursement of salaries and benefits to employees. - Efficiently managing company payables and receivables to maintain smooth cash flow operations. - Petty Cash management and documentation. - Clear and process monthly remittances amounting to upwards of $30,000/month for operational expenditures. - Prepare monthly budget forecasts to ensure financial planning and control. - Track investments incurred per project to monitor financial performance and project profitability. KEY ACHIEVEMENTS: - Led the transformation from manual to digital financial records by implementing QuickBooks, streamlining financial reporting and analysis. - Introduced a formalized payroll system with automated salary slips, utilizing Google Sheets and Apps Script, resulting in a more efficient and error-free payroll process. - Streamlined payroll disbursement by setting up an online banking portal, which expedited salary payments by 5 working days and enhanced employee satisfaction. - Developed a comprehensive taxation policy for the company and employees, leading to a substantial 10% reduction in taxable incomes. - Designed competitive company health and benefits plans, estimating an annual premium of PKR 1.2 million, which significantly improved employee retention and reduced turnover to 0%. - Authored a finance department handbook to document and standardize financial processes, facilitating seamless knowledge transfer and ensuring consistency in financial practices.

A community service society comprised of more than 300 members at Lahore University of Management Sciences KEY RESPONSIBILITIES - Provide vision and direction to functional and projects departments working for underprivileged education, Cancer Awareness, Blood Donation, Career Counselling and uplifting of janitorial staff. - Ensure consistent funding for community services through sponsorships and donations. - Provide strategic guidance in relation to deployment of funds, areas of expansion and collaborations. KEY IMPACT CREATED - Guided an internship program for 250 college students in Lahore/Karachi relating to YoY 25% increase in surplus. - Oversaw a youth leadership symposium for coaching 500 underprivileged children on anti-discrimination. - Supervised flood relief and medical camps targeting more than 1000 flood victims in South Punjab.

Directed a Cancer Awareness project based off 21 members at LCSS. RESPONSIBILITIES: - Design the programmatic strategy targeted at Cancer Awareness and related health areas. - Provide road-map for related or constrained expansion in other community service domains. - Facilitate sustainable fund raisings and surplus sources to ensure going concern. - Budgetary planning and oversight of flagship events. KEY IMPACT CREATED: - Regular weekly visits to Children's Hospital Lahore to engage with young Cancer warriors and their parents. - Increased the YoY donation surplus (along with sponsorships secured) by 45% by directing a 3-day long Cancer Awareness Fundraiser. - Raised funds in excess of PKR 100,000 for New Year’s Toy drive targeting more than 500 young cancer patients. - Managed a clean up drive for the slums on banks of River Ravi for almost 30-40 resident families targeting cleanliness awareness. -Secured sponsorships in excess of PKR 150,000 for Cancer Awareness programs.

A Cancer Awareness project by LCSS. KEY RESPONSIBILITES: - Manage a team for 20 members and deploy in community service. - Design operational strategy. - Take effective steps to reduce absenteeism and member turnover. KEY IMPACT CREATED: - Maintained cohesive department culture through weekly via Zoom. - Designed an approach to scale down in-person activities during the COVID-19 period. - Facilitated the renovation of Cancer ward at Children's Hospital.

Instructor's Assistant for the Organizational Behavior and Corporate Financial Reporting courses. KEY RESPONSIBLITIES - Supervised communication, testing and feedback thereby improving education quality for 110 students. - Maintained student record and analyzed individual performance to provide instructor with recommendations for individuals to be focused specially.

A three-way marketplace which connects Halal consumers with Halal vendors in London. KEY RESPONSIBILITIES - Assisted in testing of the minimal viable product in London by dummy testing. - Facilitated fleet management comprising of 44 riders involving analytical judgments regarding route optimization and stacking to reduce lead time. - Streamlined communication between vendors, riders and clients to prevent late deliveries and stakeholder frustration. - Analyzed past data to create a robust model for predicting day and hour wise average orders to optimize fleet management and improve efficiency.

KEY RESPONSIBILITIES: - Build pipelines and funnels to close sales. - Learn industry best practices and coach owner-operators on cost saving strategies and technologies. - Contact complementary businesses and build strong business relationships. - Perform targeted prospecting making use of advanced labels related to buyers buying stage. - Manage individual customer accounts for up to 90 days after the deal is closed for necessary customer service and referrals. KEY ACHIEVEMENTS: - Hit 100% QoQ revenue quota for the first quarter by building strong pipelines. - Nurtured partnerships with complementary businesses such as trucking insurance, factoring providers etc. to generate referrals leading to at least 70% increase in referred leads. - Achieved all activity KPIs such as prospecting, email marketing, and cold calling.

KEY AUDIT PARTS: - Applied substantive analytical procedures in the audit of Fauji Fertilizer Company Energy Limited on expense accounts and reviewed debt covenants for financing to ensure compliance. - Audited inventory of PepsiCo. International (PCI) and Alza Pharmaceutical. - Authenticated the account receivables of Urban Poverty Alleviation Program (UPAP) by applying substantive tests of detail and verifying 980 borrowers with receivables amounting to PKR 50 million.

Exams Passed: 13/13 Strategic Professional Exams: Strategic Business Leadership, Strategic Business Reporting, Advanced Assurance & Auditing, Advanced Financial Management.

- Graduated with distinction and Dean's Honour List.