Director - Investment Operations & Treasury

• Jan 2023 - Present

KF Matheson Holdings, the family office division of Baylis Medical Technologies, is one of the largest family offices in Canada representing the proceeds of the Baylis Medical divestiture to Boston Scientific. KF Matheson manages and invests the accumulated families’ wealth and Foundations’ assets, excluding any majority-owned operating entities. The investment mandate is largely focused: on passively managed direct assets, direct real estate holdings, and selection/oversight of 3rd party managers. A small portion of the portfolio will be in early stage / venture / growth investments in adjacent fields to the principals’ primary business, which will either be direct investments or co-investments.Responsible for leading a team to setup and manage:- Treasury and investment operations, including relationships with banks, brokers, custodians and asset managers- Portfolio performance and risk reporting; selecting, acquiring and implementing systems to facilitate portfolio tracking and reporting.- Financial reporting- Supporting tax planning and compliance- Partnering the investment team on early-stage portfolio management, private equity asset manager selection and acting as a sounding board on all matters related to the investment portfolio

Controller - Finance & Investments

• May 2022 - Jan 2023

Director Finance Operations

• Jul 2021 - Apr 2022

- Corporate reporting based on IFRS - Corporate financial planning and analysis - Corporate controlling - Overseeing accounting, reporting and administration of debt funds covering all aspects including NAV reporting, investor liaison, management of fund administrators etc. - Leading and mentoring the finance team - Designing and implementing new systems - Corporate reporting based on IFRS - Corporate financial planning and analysis - Corporate controlling - Overseeing accounting, reporting and administration of debt funds covering all aspects including NAV reporting, investor liaison, management of fund administrators etc. - Leading and mentoring the finance team - Designing and implementing new systems

Member of the Audit and Risk Committee

• Sep 2016 - Mar 2022

Active member of the Group's Audit & Risk Committee of the Board. Responsible for oversight and development of corporate governance practices, internal and external audits, risk and control framework and advisory on various significant financial matters related to the group. Active member of the Group's Audit & Risk Committee of the Board. Responsible for oversight and development of corporate governance practices, internal and external audits, risk and control framework and advisory on various significant financial matters related to the group.

Group Financial Controller

• Sep 2013 - Jul 2021

Leading the group finance function: 1) Financial Operations - Financial reporting (IFRS) including monthly, quarterly and annual closing - Fund accounting / fund administration - Treasury and cash flow management - Management reporting - Investor reporting and management - Controlling - Acting as an accounting and structuring technical hub for the group and its portfolio companies - Relationship management and coordination with banks, auditors, advisors, fund administrators and counterparts in group companies I successfully scaled financial operations for handling operations of a couple of hundred million in AUMs to over USD 1.5b including complex structures and co-investment operations involving global private equity partners. 2) FP&A - Budgeting and forecasting - Portfolio KPI monitoring and performance reporting - Financial modelling and valuations - Lead role in all capital raising and compliance activities (debt / equity) - Providing decision support data and advisory for strategic decisions of the group, as well as playing a key part in execution of new strategic initiatives Raised over $300m in acquisition / debt finance at extremely attractive terms Implemented a robust portfolio KPI and KRI monitoring system Developed a complex group wide financial model combining the portfolio Enhanced liquidity risk management through active forecasting and management Significant decision support for all strategic initiatives, including new fund launches 3) Partnering on M&A and Portfolio Management - Due diligence - Legal / tax structuring - Ongoing portfolio management with a focus on improving budgeting, business planning, audit and controls, capital structure, financial and management reporting capabilities of our group companies through active involvement and review - Mentoring and managing relationship with the finance leadership of group companies - Sponsoring digitization project in portfolio companies including new ERPs and Business Intelligence (PowerBI)

Audit and Risk Business Partner

• Jun 2012 - Sep 2013

My key responsibilities include carrying out various financial, operational and compliance audits including special investigations emphasizing on generating visible and often quantified value for the organization while strengthening the control structure. Additional roles and responsibilities included: • Leading large teams of staff seconded from professional firms (KPMG and E&Y) on audits. • Playing a business partnering role for other departments; suggesting process and efficiency improvements, ensuring compliance from planning stage and conducting third party (outsourced service providers) audits. • Acting as an audit partner to Marketing/ Media through providing ongoing advisory and services to strengthen governance over a PKR 5 billion advertising spend. • Maintaining an up to date Strategic Risk Profile for Unilever Pakistan. • Acting as the Local Authorisation Controller for SAP as part of Global Process Excellence Team and streamlining/ automating the process. • Creating and maintaining knowledge portal for Pakistan Internal Audit Unit and advising on IT control issues (as a development goal to further my personal interest and experience in IT security and controls). • Liaison with and ensuring implementation of the recommendations proposed by Unilever Group Corporate Audit.

Senior Associate

• Apr 2009 - Jun 2012

My key responsibilities include: - Engagement planning based on the understanding of the client’s business processes and assessment of business and audit risks, supervision of the engagement, review and finalisation, including close liaison with client's management; - Co-ordinating with various professionals such as lawyers, actuaries, independent valuators and information technology experts and decision-making in respect of critical reportable matters; - Acting as the team leader at various engagements, assigning, supervising and reviewing work to the team and handling daily on the job issues and client relationships. - Assisting clients in preparation of financial statements and group reporting packages in accordance with the applicable financial reporting framework including compliance with International Financial Reporting Standards (IFRS), local corporate laws and directives of regulatory authorities; - Providing non-assurance advisory services for the implementation of risk management and control frameworks in client organizations and compliance with various corporate and commercial banking regulations; and - Conducting training sessions for staff and ensuring compliance with PwC's Audit Methodology in ABAS group.