Alan Berkley

Alan Berkley Email and Phone Number

Chief Financial Officer and Compliance Officer @ EiVA Hr Solution
London, GB
Alan Berkley's Location
London, England, United Kingdom, United Kingdom
Alan Berkley's Contact Details

Alan Berkley personal email

n/a
About Alan Berkley

Alan Berkley is a Chief Financial Officer and Compliance Officer at EiVA Hr Solution. He possess expertise in equity derivatives, financial modeling, product control, equities, accounting and 8 more skills. Colleagues describe him as "I worked with Alan at Aptitude Software where we collaborated on product design and strategy. From both experience and observation, I found Alan to be a highly accomplished communicator when working with stakeholders from a diverse array of backgrounds and functions. He is very generous in his commitment to sharing knowledge with his colleagues. He is highly adept at translating financial systems requirements with clarity and context. Alan displays great pragmatism in his focus on delivering tangible value to his customers and accelerating the time to value wherever and whenever such opportunity exists. For Alan success lies in delivering products or solutions that truly address pain points which he achieves through his open attitude and active listening. This blend of technical and interpersonal skills give him great versatility and a wide field of vision both operationally and strategically. Working with Alan was a very positive experience." and "I worked with Alan at Aptitude for approaching 3 years, where we partnered between my role in the sales organisation and Alan's role in senior product strategy. In this time I've seen Alan excel in all aspects of product management, be it in analysis or release phases or planning out roadmaps and also in thought leadership and product vision. During this time Alan's responsibility has grown and he has shown an adaptable skillset, taking on areas outside of his original expertise. Alan's resilience, maturity and pragmatism have all been welcome and vital in making a success in managing stable products and launching new products to the market."

Alan Berkley's Current Company Details
EiVA Hr Solution

Eiva Hr Solution

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Chief Financial Officer and Compliance Officer
London, GB
Alan Berkley Work Experience Details
  • Eiva Hr Solution
    Chief Financial Officer And Compliance Officer
    Eiva Hr Solution
    London, Gb
  • Sayas Associates
    Founder
    Sayas Associates Apr 2024 - Present
    London Area, United Kingdom
    Providing expert consultancy on finance architecture, systems, controls and processes with a particular focus on Financial Services.Clients including Lloyds of London syndicates.
  • Aptitude Software
    Director, Business Architecture & Product Strategy
    Aptitude Software Nov 2022 - Oct 2023
    London, England, United Kingdom
    Leading the design of a new SaaS subledger and accounting rules engine resulting in the migration of core business lines SaaS models. Assessing the long-term product-market fit for a portfolio of 5 Finance Digitalisation products, resulting in successful migrations and retiring of outdated offerings. Leading assessments and proof of concept projects for integrating Machine Learning and Artificial Intelligence in finance. Managing the strategy, design, and positioning of new products to address multiple market challenges, including ESG reporting, Multi-GAAP FX, and bespoke finance calculations. Speaking engagements at international conferences and webinars, advocating for the importance and benefits of Finance Digitalisation.
  • Aptitude Software
    Senior Finance Specialist / Senior Product Manager
    Aptitude Software Oct 2017 - Nov 2022
    London, England, United Kingdom
    Product Management of a portfolio of 5 products addressing the needs of CFOs and Finance DepartmentsDriving revenue growth via the creation of a new business line in Lease Accounting. Key involvement in all successful sales engagements.Leading the design, creation and marketing of a new multi-GAAP subledger and accounting rules engineProviding market expertise and finance knowledge to shape and evolve products as the internal "voice of the client"Expert advisor to clients and internal consultants across multiple Finance Digitalisation and Regulatory Change implementation projects in Financial Services and various other industries
  • Aptitude Software
    Finance Specialist / Product Manager
    Aptitude Software Aug 2016 - Oct 2017
    London, United Kingdom
    Roadmap management and prioritisationResearching and designing the functional approach for early versions of the productsSupporting product implementations for financial services clients
  • Ubs
    Director In Product Control
    Ubs Sep 2007 - Jul 2016
    London, United Kingdom
    Product Control Lead Service Manager• Key team member in the redesign of the finance infrastructure. Improved efficiency of both financial and management reporting; Re-writing multi-GAAP posting rules; Re-designed the primary control procedures; Global standardisation; Applied lean principles to improve efficiency.• Re-designing the Product Control control framework. Establishing globally consistent KPIs and KRIs • EMEA lead on lean initiative to optimise P&L controls across departments• Member of departmental management team• Member of presentation team for FCA review of New Business Controls
  • Ubs
    Associate Director
    Ubs 2011 - 2015
    London, United Kingdom
    EMEA lead for Global Investor Solutions, Structured Equity Derivatives, Global Investment Solutions and Commodity Index Product Control• Directed a team over 30, including seven in London and over 25 in India• Coached and mentored team members to improve performance, achieve promotions and develop skills• Managed the outsourcing and offshoring of 50% of headcount• Financial Control of a gross balance sheet of $12bn• Partnered daily with key Managing Directors in the business• Managed the implementation of new controls, processes and reporting requirements to improve risk management• Liaised with both internal and external auditors
  • Ubs
    Authorised Officer, Exotic Equity Derivatives Product Control
    Ubs 2010 - 2011
    London, United Kingdom
  • Ubs
    Non-Officer, Exotic Equity Derivatives Product Control
    Ubs 2007 - 2010
    London, United Kingdom
  • Barclays Investment Bank
    Equity Derivatives Product Controller
    Barclays Investment Bank Jun 2005 - Aug 2007
  • A National Youth Organisation
    Chief Executive
    A National Youth Organisation Aug 2002 - Aug 2004
    London, United Kingdom
    Led of a team of 14; Overall responsibility for all activities

Alan Berkley Skills

Equity Derivatives Financial Modeling Product Control Equities Accounting Fund Derivatives Management Accounting Financial Controlling Team Management Structured Products Mutual Funds Building Business Partnerships Finance

Alan Berkley Education Details

Frequently Asked Questions about Alan Berkley

What company does Alan Berkley work for?

Alan Berkley works for Eiva Hr Solution

What is Alan Berkley's role at the current company?

Alan Berkley's current role is Chief Financial Officer and Compliance Officer.

What is Alan Berkley's email address?

Alan Berkley's email address is al****@****ley.com

What schools did Alan Berkley attend?

Alan Berkley attended Association Of International Certified Professional Accountants, University Of Leeds.

What skills is Alan Berkley known for?

Alan Berkley has skills like Equity Derivatives, Financial Modeling, Product Control, Equities, Accounting, Fund Derivatives, Management Accounting, Financial Controlling, Team Management, Structured Products, Mutual Funds, Building Business Partnerships.

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