Summary
Overview
Work history
Education
Skills
Certification
Timeline
Generic

Nawaf Alharbi

Riyadh,Saudi Arabia

Summary

Finance Professional at NEOM managing a SAR 200M+ portfolio. Expert in end-to-end JV debt modeling (SAR 40M+), valuation, and OpEx optimization. Proven track record in identifying structural financial risks and delivering rigorous investment cases to the Board of Directors and Investment Committees. Driven to apply technical modeling and capital allocation expertise within a high-intensity Investment Banking environment.

Overview

3
3
years of professional experience
1
1
Certification

Work history

Financial Analyst

NEOM
NEOM, Saudi Arabia
2023.09 - Current
  • Debt Modeling: Led end-to-end structuring for SAR 40M+ Joint Venture debt facility to fund strategic asset designed to reduce COGS through vertical integration.
  • Strategic & Investment Advisory: Developed strategic investment cases and valuation models (DCF, Precedent Transactions) for Board of Directors and Investment Committee reviews to facilitate capital allocation.
  • Portfolio Valuation: Managed 3-statement models and DCF/IRR valuations for SAR 200M+ portfolio to track performance and guide investment/exit strategies.
  • OpEx Optimization: Finance Business Partner for multiple Business units; analyzed spending patterns to align OpEx with strategy, capturing SAR 5M in annual savings through vendor renegotiations and elimination of budget redundancies.
  • Risk Advisory: Analyzed JV contracts and financials to flag 90% revenue concentration to two clients; identified that net margins were driven by government incentives and advised leadership on margin compression & Quality of Earnings risks.
  • Data Visualization: Developed interactive P&L visualizations (Power BI) for business units, enabling granular analysis and aligning product portfolio selection with strategic targets.

Tax Consultant Intern

Deloitte
Jeddah
2023.01 - 2023.07
  • Case Analysis: Analyzed 5+ major cases for KSA and Global clients, evaluating financial implications under ZATCA regulations and advising on legal proceedings.
  • Client Advocacy: Supported representation of clients alongside lawyers in litigation hearings, presenting clear, fact-based financial arguments to advocate for client interests and favorable outcomes.
  • International Research: Researched tax reciprocity refund agreements across 70+ countries, providing insights used by over 50 international clients for refund applications generating USD 500k+ revenue.

Education

Executive Education - Strategic Corporate Finance

IE Business School
Madrid, Spain
2024.10 -

Bachelor of Science - Finance

King Abdulaziz University
Jeddah / Saudi Arabia
2018.09 - 2022.12

Skills

    Advanced Financial Modeling: 3-Statement Modeling, DCF, LBO, M&A, Sensitivity Analysis & Scenario Modeling

    Soft Skills: Structured Problem Solving, Client Engagement, Cross-functional Collaboration

Certification

  • CME-1, CME-4A, & CME-5 – Capital Market Authority (CMA)
  • Corporate Finance Technical Foundations – Corporate Finance Institution
  • Financial Modeling & Valuation (DCF, LBO, M&A) – Wall Street Prep
  • Bloomberg Market Concepts – Bloomberg Terminal Training

Timeline

Executive Education - Strategic Corporate Finance

IE Business School
2024.10 -

Financial Analyst

NEOM
2023.09 - Current

Tax Consultant Intern

Deloitte
2023.01 - 2023.07

Bachelor of Science - Finance

King Abdulaziz University
2018.09 - 2022.12
Nawaf Alharbi