Amir Aziz Email & Phone Number

• Lead the planning and budgeting process for client engagements totaling over $100M. Track project performance against budgets and update financial/operational forecasts on a monthly basis.
• Prepare and present financial and management reports to Senior Partners and Managing Directors. Provide value added variance analysis that identifies risks & opportunities; recommend strategic solutions to drive.
• Set up the financial planning practice for Tax projects in Southern California; grew the team to over 10 financial analysts, supporting $60M plus in annual revenue in the first year.
• Member of Deloitte Quality Review team; conduct project reviews and provide feedback to US and global teams. Establish controls to ensure integrity of engagement financials and management reporting. Identify and.
• Contribute to the growth and development of Engagement Controller Practice through procuring new assignments, leading practice initiatives, and building/expanding US & global teams.

• Analyzed financial statements with focus to grow revenues and control expenses. Developed financial and operational KPI’s to highlight drivers impacting business. Prepared and presented management reports, and reviewed.
• Collaborated with different business units to create consolidated annual plans and rolling forecasts. Analyzed actual performance against budgets. Prepared long term strategic plans for capital spending and investments.
• Established strong business relationships with financial institutions to ensure adequate capital liquidity. Worked closely with attorneys, finance companies, and vendors to review/negotiate complex legal and franchise.
• Developed financial models to evaluate new business opportunities. Managed projects for improving financial controls and operational efficiencies, resulting in substantial cost savings.

Los Angeles, CA, US

• AVP Finance & Accounting 2009 - 2010
• Lead quarterly updates of the operating plan and analysis of key business trends.
• Developed a dynamic model for forecasting mutual fund revenues.
• Managed highly visible projects to facilitate critical business decisions, resulting in substantial monetary savings, including:
• Merger of Fixed Income business units of the Institutional & Retail businesses.
• Mutual fund launch cost analysis.

Mba, Finance & It

B.Sc., Accounting