Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Certification
Timeline
Generic
Mahmoud Morsi

Mahmoud Morsi

Dubai,

Summary

A forward-thinking professional and entrepreneurial leader, specializing in steering multi-disciplinary teams to achieve ambitious targets. With a unifying vision, team performance is driven to deliver superior outcomes while fostering enduring relationships with stakeholders in fast-paced environments. Leadership style is collaborative, dedicated to nurturing an inclusive and empowering work culture.

Diverse expertise spans finance, accounting, auditing, and mergers & acquisitions, traversing sectors from financial services—including banking, capital markets, asset management, fintech, cryptocurrencies, and currency exchange—to non-financial sectors like retail, manufacturing, oil and gas, telecommunications, and logistics. Openness to continuous learning and embracing new challenges equips the ability to comprehend different business models through financial, commercial, and regulatory lenses. This versatility ensures a comprehensive, well-rounded approach to problem-solving, underscored by structured, methodical strategies.

Overview

14
14
years of professional experience
4
4
years of post-secondary education
2
2
Certifications

Work History

Founder & Managing Partner

Morsi M Partners
Dubai
11.2022 - Current

Morsi M Partners (MMP), Incorporated in November 2022, is an independent professional services firm offering a comprehensive suite of advisory services, including Finance & Accounting, Corporate Finance Advisory, Tax, Investment & Family Office Advisory, Risk & Regulatory Advisory, and Management Consulting.

I founded MMP on the principles of collaboration and excellence, building a consortium of skilled advisors to deliver top-notch quality services to a diverse client base. Key achievements and responsibilities include:

Leadership and Consortium Building: Established a team of expert advisors to deliver services in Corporate Finance Advisory, Tax, Investment & Family Office Advisory, Risk & Regulatory Advisory, and Management Consulting, all while leveraging my extensive audit and accounting experience to lead the Finance & Accounting line of service, delivering several technical accounting advisory, preparation of consolidated and standalone financial statements, development of accounting policies, and regulatory returns preparation projects.

  • Client Portfolio and Stakeholder Engagement: Utilized strong interpersonal skills to grow a portfolio of reputable clients. Collaborated with various stakeholders, including individual and institutional sub-contractors, to deliver top-quality services to clients in sectors such as Banking, Asset and Wealth Management, Fintech, Brokerage, Media, and API.
  • Corporate Finance Advisory: Orchestrated several deals and fostered synergies across the region. Supported private equity firms with deal sourcing and divestment efforts, and assisted multiple startups with pre-series A and series A fundraising rounds.
  • Ethical Conduct and Risk Management: Upheld the highest ethical standards in all business dealings and maintained a robust risk management framework from client onboarding to KYC performance. Successfully passed a regulatory inspection check by the incorporating free-zone regulatory authority.

Senior Manager - Financial Services, Audit

Grant Thornton
Dubai
11.2021 - 10.2022
  • Managed end-to-end planning and delivery of audit, accounting advisory, financial statements preparation and compilations, and regulatory compliance assignments for several banking, asset and wealth management (AWM), cryptocurrency, and Fintech clients.
  • Led the strategic, financial, and operational aspects of establishing the Financial Services audit team in the Dubai office, including recruitment, budgeting, and training.
  • Built strong relationships and served as the key contact for GT's High-Profile Clients (HPCs), overseeing client relationships, account strategy, and project sourcing and delivery.
  • Conducted a re-pricing exercise of the existing portfolio, resulting in a 30% increase in the average fee per client.

Key projects and selected clients include:

  • Consolidated financial statements audit of EFG Hermes Holding (first-time IFRS adoption) for filing with the London Stock Exchange.
  • Financial statements audit and ICFR/SoX review for HSBC Bank Middle East - UAE Operations and Bank of Baroda UAE Branch.
  • Financial statements preparation for funds administered by Standard Chartered Bank UAE.
  • Audit and regulatory compliance reviews (IRAP, ICAAP, client money, safe custody, and PIB returns) for several Dubai Financial Services Authority (DFSA) regulated companies.
  • Audit and Accounting Advisory on digital assets' accounting treatment for an emerging Cryptocurrency Exchange.

Manager - Financial Services, Audit

PriceWaterhouseCoopers
Dubai
03.2018 - 10.2021

Manager – Assurance – Financial Services (July 2020 – October 2021).

Senior Associate III / Assistant Manager – Assurance – Financial Services (March 2018 – June 2020).

  • Managed the consolidation of PwC's audit book for FSRA and DFSA regulated clients (the "ADGM and DIFC Portfolio," or the "Portfolio"), comprising 40+ clients. Assembled and led a diverse team of 15+ members (Associates to Senior Associates) across three countries to deliver quality audits.
  • Sourced and executed new projects, significantly expanding the client base across regulated and non-regulated sectors, including numerous FinTech clients.
  • Led and managed the creation of digital solutions, enhancing efficiencies in internal processes and external audit delivery.
  • Fostered collaboration across the network to deliver group audit assignments, working closely with PwC offices in Switzerland, the United Kingdom, Australia, France, Spain, Luxembourg, Cyprus, Egypt, Jordan, Bahrain, and Lebanon.
  • Delivered technical Assurance trainings, achieving the highest regional trainer rating, and successfully conducted “Train the Trainer” sessions for new instructors in the PwC Middle East network.
  • Collaborated with PwC's Learning & Development ("L&D") Director and team to plan, orchestrate, and deliver a series of trainings to PwC's Center of Excellence ("CoE") teams in Lebanon and Jordan, focusing on Banking, Insurance, AWM, and Currency Exchanges.

Key Projects / Selected Clients Include:

  • Banking Audit: SAMBA Financial Group (Saudi National Bank) and Sharjah Islamic Bank.
  • Fintech Audit: Checkout, TransferWise (Wise), and YAP Payments.
  • DFSA Regulated Clients' Audit: Swissquote, Hinduja Bank Middle East, Moody's Investors Services, Ithmar Capital Ltd, Credit Financier Invest (CFI), and Columbia Threadneedle Investments Ltd.
  • FSRA Regulated Clients' Audit: Macquarie Bank Ltd and BNP Paribas.
  • Currency Exchange Houses Audit: Al-Ansari Exchange and Rostamani Exchange.

Senior Consultant - Transaction Services, Deals

PriceWaterhouseCoopers
Dubai
08.2016 - 02.2018

Senior Consultant III / Assistant Manager - Transaction Services, Deals (July 2017 - February 2018).

Senior Consultant II - Transaction Services, Deals (August 2016 - June 2017).

  • Performed sell-side and buy-side financial due diligence engagements for UAE and KSA corporate and private equity clients.
  • Conducted comprehensive analysis and produced financial due diligence reports covering P&L analysis, EBITDA adjustments, earnings normalization, balance sheet, working capital, net debt analysis, enterprise and equity value analysis, and price/volume analysis.
  • Supported one of the largest financial forensic investigations by performing independent cold reviews of valuation and financial forensic reports.
  • Demonstrated ability to navigate between macro big-picture views and detailed problem-solving, effectively addressing complex accounting matters as they arise.

Key projects / selected clients include:

  • Gulf Capital and Saudi Binladin Group.
  • Advised Oman Telecom on its stake acquisition of Zain Telecom.

Senior Associate - Audit

PriceWaterhouseCoopers
Dubai
01.2015 - 07.2016
  • Led the fieldwork for the audit of Dubai World Group and its subsidiaries' consolidated financial statements, one of PwC’s High-Profile Clients (HPCs). As a Senior In-Charge, coordinated and planned project delivery and reviews with multiple stakeholders, including associates and the shared services center for work execution, as well as the senior management team for review
  • Conducted audits across multiple sectors, including the renowned security company G4S, and companies in the oil field services sector such as Interwell, IDEC LTD, and EPPCO.

Senior Associate - Audit

Ernst & Young
Amman
01.2012 - 12.2014

Senior Associate - Audit (July 2014 - December 2014)

Associate - Audit (January 2012 - June 2014)

  • Performed audits on various medium and large enterprises (public and non-public) in Jordan, USA, and Kurdistan Iraq, covering a wide range of industries including logistics, manufacturing, retail, brokerage, telecom, real estate, and investments.
  • Conducted business cycle understanding and tests of controls on several business processes (treasury, procurement, sales, and payroll) across different industries.

Key projects / selected clients include:

  • Reviewed the financial accounts and controls of Aramex JFK station in New York, USA (on-site assignment).
  • Conducted financial statements audit of Lafarge Cement Company, multiple high-profile family-owned businesses, and several telecom companies in Kurdistan, Iraq (on-site assignments).
  • Audited financial statements for The Engineering and Development Group (EDGO), Coca-Cola, Aramex PJSC, Nuqul Group, and Fitness One.

Financial Analyst

Global Strategy & Governance (GSG)
Amman
08.2010 - 07.2011
  • Participated in the design and launch of MENA's top 15 banks' index project.
  • Assessed the implementation of Basel Accord in accordance with Basel Committee on Banking Supervision for the Libyan Foreign Bank.
  • Conducted ratio and comparative analysis on banks’ financial statements.
  • Monitored and reported on economic, political events and market activities on a day-to-day basis utilizing Capital IQ, Bloomberg and information available on public domains of Amman stock exchange, Tadawul-KSA, DFM-UAE, Egypt stock exchange, and Kuwait Stock Exchange.

Education

Bachelor of Arts - Finance

Jordan University
Amman, Jordan
09.2006 - 06.2010

Skills

  • Leadership and collaboration

  • Creative problem solving and innovation

  • Catalyst of change

  • Project management

  • IFRS / Financial Reporting

  • Mergers & Acquisitions

  • Customer Acquisition

  • Strategic Thinking

  • Negotiation

Accomplishments

• A strong record of merit-based scholarships (9th grade - 12th grade) and a full scholarship awarded for my undergraduate degree at Jordan University.

• Ran as a candidate in the Student Council elections of 2010 in which I came second with 180 students’ votes.

• Represented the national team of Egypt in Al-Hassan 1st international Taekwondo championship in 2001. Golden & Bronze Medalists in several national Taekwondo tournaments in Amman, Jordan.

Affiliations

• Certified Public Accountant (CPA) and member of the AICPA. (Licensed by the state of New York).

• Certified Cryptocurrency Auditor (CCA) and member of the Blockchain Council (January 2022).

• Affiliate member to the UAE Accountants and Auditors Association (“AAA”).

• Member of the Corporate Finance Institute ("CFI").


Certification

Certified Public Accountant ("CPA") - License 141426).

01-2015

Certified Cryptocurrency Auditor

01-2022

Timeline

Founder & Managing Partner

Morsi M Partners
11.2022 - Current

Certified Cryptocurrency Auditor

01-2022

Senior Manager - Financial Services, Audit

Grant Thornton
11.2021 - 10.2022

Manager - Financial Services, Audit

PriceWaterhouseCoopers
03.2018 - 10.2021

Senior Consultant - Transaction Services, Deals

PriceWaterhouseCoopers
08.2016 - 02.2018

Senior Associate - Audit

PriceWaterhouseCoopers
01.2015 - 07.2016

Certified Public Accountant ("CPA") - License 141426).

01-2015

Senior Associate - Audit

Ernst & Young
01.2012 - 12.2014

Financial Analyst

Global Strategy & Governance (GSG)
08.2010 - 07.2011

Bachelor of Arts - Finance

Jordan University
09.2006 - 06.2010
Mahmoud Morsi