Bio
Experience
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Qatar
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Investment Management
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500 - 600 Employee
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Director of Performance and Valuations
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Sep 2018 - Present
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Head of Performance and Analysis (Office of the cfo)
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May 2017 - Sep 2018
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Germany
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Financial Services
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700 & Above Employee
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Managing Director - Head of Group Reporting and Analysis
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Jan 2015 - Apr 2017
Leading a 300 person strong global team based in over 12 countries this role is focused -- The production of all Group Financial and Regulatory Reporting- Production of Board level reporting of Group wide results- Production of quarterly and annual statutory accounting and regulatory returns- Managing key external regulatory relationships- Leading process improvement projects focused on improving the timeliness and quality of regulatory returns
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Head of India Finance Centres
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Mar 2013 - Dec 2014
As Head of the India Finance Centres and a member of the India Service Centre Exco I was responsible for:- Providing leadership to over 1000 employees based in 4 Finance Centre hubs- Taking the Finance lead for the opening of the new hub in Pune including all elements of the project from idea to delivery. (Winner of the inaugural ‘Living the Values Award’)- Taking the Pune Hub live with no significant operational errors and best in class retention.- Transitioning the 500+ staff from GTO - GFS to Finance whilst strengthening the local management and preparing their integration into the CB&S offshore operating model.
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Head of Off and Near Shore Analytics / Head of GM Equities P&L Production
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Mar 2009 - Mar 2013
As head of Analytics and a Member of the Manila Site Exco responsible for strategy setting and governance of the Bank’s 2000 member team in Manila I was responsible for:- Providing Functional Leadership, Budgetary Control and Strategic direction for in excess of 700 Finance professionals in 3 near / offshore locations. - Contributing to the Group Finance location strategy discussions- Delivering an inventory analysis tool from inception to a global go live from Manila - Consistent delivery in excess of 10% p.a. efficiency gains for Finance - Chair of the retention committee focused on improving retention across the near and offshore. - “Dean” of the college of Finance offshore including the delivery of competency and role mapping for all Finance employees - Overseeing the growth of the equities p&l production teams team from 75 roles in 2009 based mainly in Manila, to over 270 roles by the end of 2010, based in both Manila and Mumbai. - Significantly up skilling the teams such that by the end of 2010 the offshore team owned over 90% of all global equities trader daily contact and was the key escalation point for all business aligned COOs based in the Bank’s main hubs.- Leading the new P&L system roll out for Equities in Asia Pacific as a key element in the resolution of the Hong Kong Equities unsubstantiated balance issues- Key operational achievements including average P&L delivery improvement of 2 hours, adjustments down by 33% and 15%p.a. efficiency saves
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Finance Director for Emerging Markets Equities and Hedge Fund Derivatives
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Feb 2008 - Feb 2009
Supporting the Emerging Markets and Hedge Fund derivatives Heads I was responsible for:- Day to day management of a team of 15 Finance managers - Production and analysis of daily performance metrics and deal reviews for the sub business that ranged in complexity from flow cash business to structured equity transactions.- Overseeing the unwind / recovery of over EUR 10bn of the Bank’s assets from structured loans / corporate investments with no Finance originated errors.- Partnering with the Front Office to significantly improve business relevant MI to aid with financial decision making including trader / position and structure assessments.
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Interim Manager ANZ GM Equities
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Sep 2007 - Feb 2008
As an emergency short term posting the key responsibilities for this interim role were to:- Assume the project management for and ensure implementation of the new P&L reporting platform in Sydney.- Help address the balance sheet substantiation issues - Assist with the day-to-day management of three teams (20 people in total) responsible for the product control for the GME team in Sydney.- Complete an assessment of the team in advance of handover to the full time head.
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Head of Global Markets Financial Control Germany
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Sep 2004 - Aug 2007
As a member of the Frankfurt Finance management team, I was responsible for:- Day-to-day management of three teams (25 people in total) responsible for the financial control for all core Germany booked products.- The Global Markets Germany monthly ledger close involving guiding controllers based in Frankfurt, London and Luxemburg and covering the Banks’ EUR funding pool reconciliation and interest gap analysis.- Project lead for the FFT funding project impacting all businesses sourcing from/to the EUR funding pool with the aim of addressing historical funding issues through both system and process change resulting in a significant reduction in the annualized “interest gap.”
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Finance Director for the Global Exchange Services Business
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May 2002 - Aug 2004
As the Head of Finance for the business (Revenues Eur 100m, balance sheet value Eur 3bn) I was the key point of contact for the business and coordinated finance activities across 8 hubs.
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Credit Suisse
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London ; New York
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Head of Flow Business Sales Credit Reporting
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Aug 1999 - Apr 2002
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London ; New York
Managing the Sales Credit Reporting team of 15 controllers, I oversaw the reporting of sales activities of the CSFB flow sales teams for the CSFB European Franchise. Moving to New York at the end of 2000 for a eight month secondment, I managed the Americas sales reporting based from New York whilst overseeing the integration of the DLJ high yield reporting team during the CSFB purchase of that firm.
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PwC
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Liverpool; UAE; Kingdom Saudi Arabia; Vietnam
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Manager Consultant / Auditor
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1993 - 1999
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Liverpool; UAE; Kingdom Saudi Arabia; Vietnam
Completed a range of work including asset valuation work in Vietnam, a 2 month secondment to Lucent Technologies in Saudi Arabia, PwC internal restructuring projects across the Indochina Region and FTSE 100 audit work in the UK.
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Education
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1993 - 1996Institute of Chartered Accountants in England and Wales
ACA -
1990 - 1993Salford University
Bachelor of Science (BSc), Fianance and Accounting -
1983 - 1989St anselm‘s College
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Industry Focus. “Investment Management”
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