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Rizwan Ahmed, CFA, ABV, CVA

Rizwan Ahmed, CFA, ABV, CVA

Sr. Manager, Investment Banking

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location of Rizwan Ahmed, CFA, ABV, CVASeattle, Washington, United States

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  • Timeline

  • About me

    Senior Technical Manager, Valuations at Carta, Inc.

  • Education

    • IBP Diploma 2003 Institute of Bankers Pakistan

      2002 - 2003
      Diploma Banking and Financial Support Services

    • CFA Institute, USA

      2001 - 2003
      CFA Charterholder Finance

      Activities and Societies: Member of CFA Institute and CFA Charterholder

    • ACMA 2002 Institute of Cost & Mgt. Accountants of Pakistan

      2000 - 2002
      MBA 1998 Institute Business Administration

    • University of Southern California

      2013 - 2014
      Master of Business Administration (MBA) Finance, General GPA 3.96/4.00

      Dean's List.

    • Institute of Business Administration

      1994 - 1998
      MBA Finance

      Activities and Societies: Member of CFA chapter of Pakistan

    • Institute of Business Administration

      1995 - 1997
      BBA (Hons; position in BBA (Hons; rd position in BBA (Hons finance

      Sixth Semester; Second Semester (1994)1st position in HSc.

  • Experience

    • BCC Capital Partners

      Oct 2014 - Dec 2015
      Sr. Manager, Investment Banking

      M&A assignments, capital-raising activities, financial advisory, business valuations, and related transactions.

    • FFG Valuations, Inc.

      Dec 2015 - Aug 2019
      Manager

      Business Valuations for M&A, estate and gift planning, goodwill impairment, complex securities and derivatives, Purchase Price Allocation, intangibles, 409(A), deferred compensation, stock options, litigation valuation analysis.

    • Andersen

      Oct 2019 - Aug 2021
      Senior Manager, Valuations

      Business valuations relating to purchase price allocations (M&A related), 409(A)/ ASC 718 deferred compensation, intangibles, Estate and Gift planning, ESOPs and employee incentive options, C to S Conversions, goodwill impairment testing, complex securities (convertible debt, warrants and other derivatives), litigation valuation analysis. Experience working on assignments pertaining to IRS Section 409A, ASC 805, ASC 350, ASC 718, ASC 815, ASC 820.

    • KPMG US

      Sept 2021 - Jan 2025
      Senior Manager, Economic and Valuation Services

    • Carta

      Jan 2025 - now
      Senior Technical Manager, Valuations

      Valuation projects primarily relating to Auditable Reporting Services

  • Licenses & Certifications

    • Accredited in Business Valuation (ABV)

      AICPA

    • Certified Valuation Analyst (CVA)

      National Association of Certified Valuators and Analysts (NACVA)