Omar Halabi, CFA

Experience

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  Ernst & Young Lebanon

  Aug 2006 - Oct 2007

  Associate Auditor

  My role included:- Conducting the audit of companies in major industries from planning, fieldwork, and reporting of financial statements audited in different industries (Entertainment, Banking, Hospitals, Manufacturing, Wholesale, Retail, and Pharmaceutical);- Performing quarterly reviews including financial statements analysis, operating performance analysis and sales variation analysis.

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  Growthgate Partners

  Dec 2007 - Jul 2009

  Associate - Investment Advisory Team

  My role included:- Performing in-depth research and analysis of the financial aspects of target companies; - Analyzing portfolio companies' financial performance and position; - Preparing investment advisory analysis reports from inception to completion; - Developing financial forecasts and mapped financial data; - Attending meetings with third party advisors and target companies, significantly contributing during due diligence sessions.Key Accomplishment:• Effectively monitored and analyzed the financial performance of the portfolio companies, to consistently achieve successful Exit Sale of each company. Show less

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  FFA Private Bank

  Jun 2010 - Nov 2017

  Vice President, Investment Banking

  My role included: - Leading and managing the delivery of financial advisory transactions, such as sell-side advisory and private placements- Developing financial forecasts and valuations, generating management reports, preparing and presenting financial updates- Working with C-suite level client representatives to conduct financial reviews of business, preparing and presenting reports to highlight key drivers and variances- Providing analytical perspectives on critical business decisions across sectors - Interacting with lawyers and auditors to ascertain optimal capital structure and transaction structure for major clientsKey Accomplishments:• Collaborated with investors to raise equity and debt finance to achieve successful business expansion plans.• Consistently exceeded targets, detailed scope of work for engagements, safeguarded quality control and absolute accuracy in all deliverables. • Key contributor to the achievement of challenging business targets, worked with the Director to identify new business opportunities.• Inspected potential strategic / financial investors, delivered high level presentations to secure numerous opportunities. Show less

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  The Unit Consultancy

  Jan 2018 - Nov 2018

  Associate Director

  My role included: - Managing the firm’s investment advisory transactions into completion- Developing financial models and valuations, generating management reports and preparing and presenting financial updates- Preparing management presentations that analyzes the potential investment, returns and risks characteristics- Liaising directly with senior client representatives to analyze financial situation and present reports to highlight key drivers and variances- Raising debt and equity financing through connecting strategic, financial and HNW investors with available opportunities Show less

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  Middle East Venture Partners (MEVP)

  Nov 2018 - Aug 2019

  Chief Financial Officer

  My role included: - Managing the finances of MEVP Group and the managed funds and advising portfolio companies on all financial matters- Monitoring the performance and position of the managed funds and portfolio companies against set risk and return objectives- Advising on financial matters related to prospective deals and portfolio companies, including proper allocation of funds- Preparing regular reports to the Limited and General Partners and regulators detailing performance and risk parameters in line with distinctive investment strategy across each fund - Supporting the fundraising efforts and handling fundraising related due diligence from potential investors Show less

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  Deloitte

  Oct 2019 - Feb 2024

  As part of the Restructuring Services team at Deloitte Middle East, we offer clients a wide array of services depending on their need:- Financial restructuring, where we support businesses improve their capital structure;- Value creation services. whether its M&A-focused, going through a transformation or facing the need for a turnaround, we help businesses enhance their financial performance and position to become more successful; - Contingency planning and insolvency, through identifying available options when faced with financial distress and crisis; - Portfolio lead advisory services, by advising holders, companies in deleveraging, portfolio acquisitions and management and investment strategies;- Supply chain risk mitigation, a value adding proposition that identifies weaknesses and mitigates risks in supply chain management. By applying a commercial outlook, we help senior management and key stakeholders identify and prioritize untapped value creation opportunities. After identifying improvement opportunities in businesses, we work with management to quantify the opportunities and then deploy a program that robustly tracks and measures success in implementing the necessary changes that will result in sustained improved performance. Show less

  • Assistant Director

    Dec 2021 - Feb 2024

  • Manager, Turnaround and Restructuring

    Oct 2019 - Dec 2021
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  نادي النصر السعودي - AlNassr Saudi Club

  Feb 2024 - now

  Chief Financial Officer