Adeel M  

A dynamic professional with extensive experience with multi-billion-dollar insurers and investment houses with a passion for success by transforming the organisation into lean, result-oriented, compliant, optimally financially managed and governed, to steer decision-making and strategy.

Key highlights
• 7 years of International CFO / COO experience, with over 24 years of finance experience in Investment Management (multi-asset class) and the Insurance sector (SPVs, REITs and private/hedge funds)

• Chartered Accountant (ICAEW), Chartered Certified Accountant (FCCA), Certified Internal Audit (CIA), Associate of the Chartered Insurance Insuers (ACII), CFA Level 2 passed and Masters from UCL (Finance Specialization)

• Built a central investment finance function for a global Insurer/ Asset Manager with global operating units along with a COSO-based governance framework, processes and policies

• IT skills: Bloomberg AIM, BNYM Eagle, Clearwater Analytics, CRD, Burgiss/eFront.

• Spearheaded and developed a ground-up technology-enabled integrated front-to-back office target operating model. A key achievement was the reduction of 6 FTE, automation reduced the daily close process to T+0 days, and the timely availability of financial reports to key stakeholders, including reporting with 22 operating subsidiaries within 5 working days from the end of the month.

• Strong financial reporting, advisory and end-to-end consolidation, detailed knowledge of IFRS & US GAAP & experience in supporting decision-making excellence. IFRS Implemented experience including hands-on global implementations including the development of the ECL model.

• As a finance leader/CFO headed investment management functions of two multi-billion-dollar multi-asset class asset managers and worked as a consultant, auditor, and advisor to several global insurers and asset managers.

• 16 years of Big 4 audit & advisory experience with 5yrs as director and service line leader. Key experience included global audit, SEC reporting, PCAOB, SOX audit & SOX compliance setup.

• Strong budgeting and strategic planning experience with strong budgetary discipline and ALM & cash flow management including reporting to Board/ Investment Committees.

• Developed and successfully implemented a strategic vision for setting up an authorized investment management firm with an AUM of $7.5b and a $350m life insurer in the State of Qatar.

• Held QFCRA authorized Compliance oversight function, MLRO and Finance functions. Further, led the authorization of 3 sub-investment funds in Luxembourg.