Ammar Anwar, Mba Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

• Led in the delivery of periodic financial forecasts and reconciliations for the organization overseeing over $400M+ in revenues and expenditures • Assisted the Finance team with the timely delivery of the quarterly performance report, comparing actual results to budget• Collaborated as required with other LAO departments to gather and provide relevant information for budgets, forecasts, and accurate reporting• Used multiple financial models to forecast projected revenues and provide relevant data analysis to senior management• Conducted market research to assess the impact of external factors on LAO operations and deliver applicable reporting• Drafted and updated timely financial and management reports, such as the multi-year business plan and presentations for management, Board, and the Ministry • Performed variance analysis for all LAO departments, while identifying and interpreting relevant financial transactions and discrepancies• Drafted and updated forecasting policies and procedures to improve efficiency and provide guidance to employees• Built an ad-hoc report for HR information related to employee leave time, turnover, payroll, and vacancy data, which will assist in providing accurate reporting of trends, forecasts, and future budgets for various departments at LAO• Developed a template to streamline, track and compare the submitted business unit forecasts with one generated by Finance • Co-led the implementation of the Oracle Cloud EPM suite at LAO to be used for budgeting and forecasting• Provided training and ongoing support to organization-wide budget owners on using the Oracle Cloud EPM software• Prepared any other ad-hoc reports required by management for reporting and analysis of financial data for LAO

Toronto, On

• Led monthly financial activities associated with over 100 client funds, reporting monthly on approximately $30M+ total expenses• Established client workflows translating client requirements into business processes and allowing for standardization from the RFP process through to implementation• Collaborated with internal teams in delivering semi-annual and annual budgeting and forecasting reports to achieve the client’s short-term and long-term goals with a focus on cost-effectiveness and control• Assisted senior management and internal staff in the process of effective financial analysis and audit requirements by providing various financial reports, including variance analysis and accruals to clients• Identified key risk management issues while documenting effective reporting procedures and policies • Created training material to assist in the on-boarding of new staff on the team• Led the training of all new Junior and Senior Expense Analysts hired on the team, ensuring ease in their transition and ongoing support for further development

Toronto, On

• Supported and collaborated with the Financial Reporting teams to accurately provide the required financial statements• Developed and maintained multiple reconciliation reports to ensure accurate daily/monthly accruals while also completing journal entries, reporting risks and variances across all lines of the P&L• Assisted senior staff in the prepartion of semi-annual and annual reporting requirements, while ensuring accuracy and effective analysis to meet client requirements

Toronto, On

• Communicated with clients, investment managers and internal staff to ensure all client issues were resolved on an organizational level. This included resolving client queries for over 115 funds in an effective and timely manner• Monitored and delivered timely reports to ensure settlement of trades, including FX deals• Reconciled multiple foreign currency cash accounts while maintaining the policies and procedures of the fund’s investment mandates• Drafted new training material to be used by new hires in the Custody Services department, replacing old methods while ensuring alignment of CIBC Mellon and the department’s overall goals

Toronto, On

• Completed basic to complex personal and trust tax returns (T1, T3) while complying with CRA’s tax reporting requirements• Prepared over 720 tax returns over a short period of time accurately and with minimal direction• Analysed a variety of statements to gather information and accurately provide tax reporting services to clients

Master Of Business Administration - Mba

Bachelor Of Commerce - Bcom, Business Management - Accounting With A Minor In Business Law

Ontario College Advanced Diploma, Business Administration - Accounting

- Graduated with Honours