
Nabil Refaiy FMVA CMSA CBCA FTIP FPWMP CFC
General Director
Cairo, EgyptWork Experience
General DirectorFull Time
Perpetual Wealth Planning PWP
Jan 2020 - Jun 2025 -5 yrs, 5 months
Egypt , Cairo
- Job Details:Industry Focus: Financial Services, Business Valuations, Wealth Management, ERP Implementation Strategic Leadership & Business Development - Founded and scaled a multidisciplinary firm offering financial consulting and ERP integration services. - Defined and executed long-term strategic plans, resulting in sustainable growth and expanded market reach. - Built and nurtured key client relationships across industries, enhancing brand credibility and client retention. Financial Strategy & Wealth Advisory - Led high-level financial planning and business valuation engagements for SMEs and high-net-worth individuals. - Oversaw the design and delivery of customized wealth management solutions aligned with client goals and regulatory frameworks. - Developed comprehensive financial models supporting investment analysis, scenario forecasting, and risk mitigation.
Chief Financial Officer CFOFull Time
SHAR Holding Group
Oct 2012 - Oct 2019 -7 yrs
Saudi Arabia , Riyadh
- Job Details:Spearheaded enterprise-wide digital transformation through SAP ERP implementation, resulting in 50% improved operational efficiency and real-time financial reporting. Negotiated and secured SAR 600M+ credit facility from Saudi National Bank (SNB), enhancing company's capital structure and growth capabilities Orchestrated complex corporate restructuring from limited liability to closed joint stock company, ensuring regulatory compliance and governance frameworks Expanded banking relationships resulting in 400% increase in credit facilities while maintaining competitive interest rates below market average Directed comprehensive financial operations including budgeting, forecasting, cash flow management, and risk assessment for SAR 2B+ project portfolio Established robust succession planning by developing finance leadership pipeline, resulting higher internal promotion rate Optimized working capital management through strategic cash flow initiatives, reducing DSO by 25%
CFOFull Time
Abdulmohsen Al Sahli Group
Jun 2010 - Aug 2012 -2 yrs, 2 months
Saudi Arabia , Riyadh
- Job Details:Secured and optimized SAR 1B+ in project and trading finance through strategic banking partnerships Executed cost optimization initiatives resulting in 15% reduction in operational expenses while maintaining service quality Restructured SAR 200M+ banking debt portfolio, improving interest rates by 200 basis points and extending maturity profiles Implemented data-driven pricing strategy and cost analysis framework, increasing gross margins by 20% Enhanced liquidity position by negotiating 300% increase in banking facility limits with favorable terms Developed automated financial reporting systems, reducing month-end closing time by 40%
Finance ManagerFull Time
Tebrak for Trading & Construction
Feb 2001 - Jun 2010 -9 yrs, 4 months
Saudi Arabia , Riyadh
- Job Details:Led successful implementation of Horizon ERP system, streamlining financial operations and improving reporting accuracy by 95% Negotiated and secured SAR 400M+ in credit facilities from tier-1 banks, supporting company's expansion initiatives Managed corporate transformation to closed joint stock company status, ensuring compliance with Capital Market Authority regulations Developed and executed US equity market investment strategy, achieving 25% average annual returns Mentored and developed 15+ finance professionals, with 90% achieving senior positions within 5 years Increased banking facility limits by 600%, while maintaining debt-to-EBITDA ratio below 3.0x Managed SAR 700M+ project finance portfolio with zero default rate
Education
Bachelor's Degree in Finance
Ain Shams University (ASU)Jan 1986 - Jan 1990 - 4 yr
Achievements
Author of ( Advanced Management of Contracting Costs book )
Skills
- Financial Data Analysis
- Financial Analysis
- Financial Modeling
- Budgeting & Forecast
- Strategic Planning
- Cash Flow Management
- SAP FICO
- Treasury Management
- Cost Control
- Investment Analysis
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Languages
Arabic
FluentEnglish
Advanced
Training & Certifications
FMVA®
Corporate Finance Institute CFI·2024FTIP®
Corporate Finance Institute CFI·2024CBCA®
Corporate Finance Institute CFI·2024CMSA®
Corporate Finance Institute CFI·2023FPWMP®
Corporate Finance Inistitute·2022Financial Analysis, Financial Modeling, Business Valuation, Merger& Acquisition, etc....
CFI Corporate Finance Institute·2020