إيلي يعقوب, PART TIME CFO PROGRAM - DIRECTOR

إيلي يعقوب

PART TIME CFO PROGRAM - DIRECTOR

PFC-INTERNATIONAL

البلد
قطر
التعليم
دكتوراة, Finance
الخبرات
22 years, 7 أشهر

مشاركة سيرتي الذاتية

حظر المستخدم


الخبرة العملية

مجموع سنوات الخبرة :22 years, 7 أشهر

PART TIME CFO PROGRAM - DIRECTOR في PFC-INTERNATIONAL
  • قطر - الدوحة
  • أشغل هذه الوظيفة منذ فبراير 2021

Leading 7-member technical team offering services such as Investment Advisory, CFO part-time Program, Investment management, M&A, Restructuring, Banking relations and Business development and coordinated with a diversified clientele from Family private offices, conglomerates to Mid-caps and SMEs.

Achievements
 Delivered 9 M&A projects, 25 Feasibility study, 7 part-time CFO Projects, 2 Restructuring, Business plans, Board presentations.
 Increased turnover of 30% in 1 year, by diversifying account portfolio.
 Remodelled the valuation program including templates, legal and commercial approach and introduced M&A services and Sustainable Finance to the revenue stream.
 Transitioned company to global reach by setting an international business development counter in Spain and secured 13 new clients

Cluster Finance Manager في Al Jaber Engineering
  • قطر - الدوحة
  • فبراير 2019 إلى فبراير 2022

Managed 8-member cross-functional accounting and financial team of the affiliated entities for JEC coordinated with 7 companies General Managers with multi-segment exposure (BIM Technology, Civil, MEP, Infrastructure, Coating, Concrete filling, Acoustic systems, Design Modelling, Hotels) generating above QAR 200 M Annual turnover.

Achievements

 Successfully merged 3 companies with different partnership structure leading to reduce monthly cost by QAR 850K.
 Lead market exit of one ‘zombie’ company and reduced the group’s leverage, raising profitability margin by 1.18%.
 Established a centralized Accounting, HR and administrative team resulting a monthly saving of QAR 670K.
 Renegotiated agreements with multiple suppliers resulting an annual cost deduction of QAR 1.6M and extending payment terms.
 Halted revenue leakage and recovered QAR 5.2M in unbilled claims.
 Leading communication with 7 Banks in Qatar to reschedule 50% of Debts during stress economic periods (COVID 19) by lowering the Interest cost by 35% and improving the current ratio by 26%.
 Upgrading the capital structure by lowering the financial leverage for 15% by introducing new financial instruments.
 Integrated companies in one ERP(SAPB1), aligning with group strategy.
 Rolled over departments’ budgets and introduced succession planning.

Chief Financial Officer في Benta Pharma Industries
  • لبنان - بيروت
  • نوفمبر 2015 إلى نوفمبر 2018

Benta Pharma Industries Group (BPI) - Lebanon| UAE| Kuwait| France| Egypt| Iraq| Liberia| Nigeria
Headed 14-member from finance and accounting functions of a fully integrated and diversified group from Manufacturing, Licencing, Patenting, Pharmaceutical, Medical Equipment & Devices, Orthopaedics, Dialysis and Cardiology centre along with Hospital Management and coordinated with all units’ heads and stakeholders. Multi-geographical presence with an annual turnover of more than USD 300 M.

Achievements
 Implemented internal audit procedures with USD 450k annual saving added to a ‘7-figure amount’ theft detection.
 Implemented new accounting procedures, which reduced processing time on monthly and quarterly basis by 45%.
 Bolstered decision-making capabilities and empowered redirection of 20% of report preparation staff to variance analytics. Designed a Microsoft power BI platform for reporting.
 Improved strategic planning and accountabilities; Uncovered performance issue with a major business to restore year-end margin to budget performance. Architected suite of reports with year to date and monthly; bottom-up forecast of financial data at granular level, originated from business leaders.

Financial Manager في Al-Jaber & Makhlouf w.l.l (multi industry Comapny including manufacturing, PMV, Construction & Cont)
  • قطر - الدوحة
  • يناير 2007 إلى أكتوبر 2015

AL JABER & MAKHLOUF (PART OF AL JABER HOLDING)
QATAR, LEBANON, KSA

(Multi industry company having many divisions i.e., Manufacturing(Asphalt, Prime Coat, Tack Coat, Crushers), Infrastructure Projects (Highways & Roads), Construction, Trading & Machinery, Heavy transportation (PMV))

 Managing the finance & accounting related to all subdivisions & Countries.
 Leading communication with financial institutions in all aspects (Corporate & Commercial Banking, Private Banking, Investment & treasury, Retail….)
 Monitoring and development of financial statements, Cash flows & financial reports, tax reports, special analyses, and analytical reports like P&L by Business unit (Manufacturing or projects) and budget to effective related reports on a frequent basis.
 Foster strategic alignment and cooperation between stakeholders and the operational and support divisions.
 Managing internal control safeguards, business change management & mapping, corporate purchasing and warehouse functions, assets, loan collateral, financial risk exposure.
 Treasury & Cash management.
 Leading the insurance requirement for the business and the related claims preparations.
 Key contracts negotiator with subcontractors, suppliers (Debtors).
 Liaison with Lawyers with for different variance cases (bad collection, insurance claims, EOT, Certificates issuance, personnel problems…)
 Monitor al off-balance sheet transactions (APGs, PGs, RBs, PGs, LCs, Guarantee cheques, BB) with direct input on the legal aspects.
 Assist the Head of Contract in Extension of time (EOT) and Claims Preparation.
 Ensure accurate & timely reports for financial institutions, external & internal auditors, legal advisors, risk consultants, group corporate governance board, accreditation authorities, government agencies, funding agencies.
 Due Diligence improvement.
 Monitoring the Balance Score card & KPIs consolidated report.
 Structuring, promoting & executing the financing process of the group projects, manufacturing & trading activities.
 Leading Feasibility studies for new investment abroad and for opening new divisions
 Managing the MIS & the overall ERP process.
 Worked with other departments, helping them balance their budget and meet goals.
 Ensure improvement & innovation in automated financial and management information systems for the companies and ascertain compliance with company, group, and holding company requirements.
 Oversee the matrix of authorization process & maintain the highest level of ethical standards in alignment with corporate guidelines and procedures.
 Working capital and equity management in addition to the operational expenditure plan with corporate directors to ensure the best use of cash resources.
 Monitor conventional and non-conventional Projets’ Joint Venture communication & financial presentation

Financial controller في Administrators SARL - Nini Hospital
  • لبنان - طرابلس
  • مارس 2005 إلى يناير 2007

Developed the financial statement & analytical accounting reports, budget & forecasting reports, annual business plan.
Identified & drove cost-saving initiatives, driving operational & finance process improvement.
Developed financial protocols policies & procedures in parallel with new change management requirements.
Responsible for meeting set targets & objectives for their divisions.
Mentored accountants for purposes of ensuring that their accounting and analysis duties are done well.
Coordinating with the accounts, cost control, planning, financial reporting & Analysis department in developing the modeling & accuracy of the reports in order to ensure a robust financial control & business analysis.
Ensured that there is fiscal responsibility within the firm’s operations
Ensured that the decision-makers in the firm understand the financial implications of the missions they set for their company in a specific period
Nominated learning & development for accounting, cost control, administration & billing departments’ employees, work proper segregation of duties, conduct performance reviews, and manage leave & Overtime to ensure efficiency.
Assisting in coaching for the department/hospital heads on finance-related activity including the financial tools & Information to improve commercial awareness.
Design and implement an overall financial risk plan for the hospital in alignment with the medical & the nursing directorate strategies.
Oversee, and in some areas implement, the plan of risk control actions (e.g. purchase of insurance or other risk financing options, health and safety measures, liaison with regulators, business continuity plans)
Provide timely and accurate reports for external & internal auditors, general consultants, accreditation parties, government agencies.
Conduct feasibility studies for the implementation of new units with the coordination of the medical and technician related team.

External Auditor في Ernest & Young (Big 4)
  • لبنان - بيروت
  • أغسطس 2001 إلى فبراير 2005

Preparation and Validation of financial statement, explaining the necessary notes to clarify reports according to IFRS or US GAAP Norms.
Managing a portfolio of clients including multi-industries such as banking, financial institutions, nonprofit organizations (schools, Universities), contracting, Retailing, FMCG, Automotive, trading, and manufacturing industries.
Prepare audit plans and assess budgets
Conducting fieldwork
Carrying out first stage review or reviewing working papers prepared by junior staff
Supervising junior staff
Acting as a lead auditor for nominated duties
Maintaining knowledge of and good relations with the audited body
Keeping senior management informed of progress

الخلفية التعليمية

دكتوراة, Finance
  • في Toulouse Business School
  • أغسطس 2024

Dissertation under preparation subject: Impact of Leadership on companies Innovations - Case of Family Groups in Qatar

دبلوم, CFA - Level 3
  • في CFA INSTITUTE
  • يونيو 2009

CFA Candidate - Level 3

ماجستير, Financial Management
  • في USEK - (DONE in EDHEC)
  • مارس 2004

Average Grade 88.75/100. Currently working on my thesis concerning internal audit in the Lebanese hospitals, studying specifically Lebanese non-university hospitals.

بكالوريوس, Accounting & Audit
  • في Holly Spirit University (USEK)
  • سبتمبر 2003

Average Grade 84/100

الثانوية العامة أو ما يعادلها, Mathematics
  • في Collège des Frères
  • يونيو 1998

Specialties & Skills

Financial Modeling
Financial Control
Finance Operations
Financial Management
Budget Forecast
Network ability
Internet navigator
JD Edward, Oracle Applications, Hyperion, Focus RTL, Sharepoint, Microsoft Office SPSS
 Working Capital Mgt.  Enterprise Evaluation  Mergers & Acquisitions  Liquidation  Cash flow &
XLSSTAT 2022
INFOGRAPHIC
R, R Studio, Bibliometrix

حسابات مواقع التواصل الاجتماعي

الموقع الشخصي
الموقع الشخصي

لقد تم حذف الرابط بسبب انتهاكه لسياسة الموقع. يرجى التواصل مع قسم الدعم لمزيد من المعلومات.

اللغات

الانجليزية
متمرّس
الفرنسية
متمرّس
العربية
متمرّس

التدريب و الشهادات

Advance Trade Finance (UCP 600, ISBP 745, INCO TERMS 2020) (الشهادة)
تاريخ الدورة:
July 2020
Level 1 & 2 (تدريب)
معهد التدريب:
CFA INstitute
تاريخ الدورة:
January 2011
Training (تدريب)
معهد التدريب:
Value Added Taxes
تاريخ الدورة:
May 2003
Extensive Training (تدريب)
معهد التدريب:
Hospital Financial Management, Risk assessment and management in the health care, key performance in
تاريخ الدورة:
April 2005
Extensive Training (تدريب)
معهد التدريب:
JD Edward
تاريخ الدورة:
January 2008
Training & Workshop (تدريب)
معهد التدريب:
Situational Leadership
تاريخ الدورة:
May 2006

الهوايات

  • Travel, museum, gastronomy, music, meditation, hiking, nature