Cfo Executive Partner
Current
Sep 2024 - Present
Who is David Squires? Overview
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David Squires is listed as CFO Executive Partner at Gartner at Gartner, based in New York, New York, United States. AeroLeads shows a matched LinkedIn profile for David Squires.
David Squires previously worked as CFO Executive Partner at Gartner and Chief Financial Officer at Mufg Investor Services. David Squires holds Series 27, Finop; Financial & Operations Principal Exam from Finra; Financial Industry Regulatory Authority.
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Email format at Gartner
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Gartner
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Profile bio
About David Squires
I am a strategic, results-driven executive who transforms financial practices to build leading decision-support teams. Skilled in using data, technology, and lean Six Sigma with a client-centered approach to develop a balanced operating model that ensures scalability, flexibility, and peak performance. Expertise spans various business scenarios, from growth to crisis management, emphasizing sustainable, profitable outcomes.I am a trusted advisor who brings value by:• Driving financial outperformance and insightful decision-making to maximize day-to-day profitability.• Developing finance services beyond traditional accounting, incorporating data and technology for operational excellence.• Fostering an empowered, engaged team culture, ensuring sustainable high performance and effective consensus-building across the organization.Of Note• As CFO, I transformed the finance division at MUFG Investor Services from traditional accounting to best-in-class decision support, automating operations, self-service reporting solutions, and ongoing profitability forecasting. • As investment business CFO, I provided oversight of business restructuring at UBS AM, delivering -10% / -$15m cost-cutting over 12 months to counter ongoing margin compression.• As UBS Client Franchise Shared Service Head, I reduced reporting costs by 56%, cutting the hourly rate from $71 to $31 through service consolidation, automation, and offshoring to Poland, decreasing headcount by 30% and doubling offshoring footprint.
Current workplace
David Squires's current company
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8 roles
David Squires work experience
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Chief Financial Officer
- Serve as a trusted business partner for the C-suite, administrating assets of $650bn and revenue of $400m. Oversee financial operations, reporting, and governance and ensure a clean audit annually. Direct a team of 41.
- Saved $0.75m (15% annual capacity) by applying Lean Six Sigma for ongoing improvements.
- Launched a generative AI project for accounts, aiming for 60% efficiency improvement and $0.4m in savings.
- Shifted finance from traditional accounting to advanced decision support, introducing automated operations and self-service reporting for better profitability forecasts.
- Helped Firm achieve over 30% CAGR profit growth, by consistently outperforming budgets, and maintaining clean audits for four years.
- Saved $2.5m by identifying and off-boarding unprofitable clients, reallocating 25 staff, and preventing $1m in additional hires.
Jun 2019 - Sep 2024
Cfo For Asset Management Americas
- Finance business partner for Americas Asset Management (asset: $200bn, revenue: $600m) and Global Asset Management Investments (assets: $600bn, revenue: $1.1bn). Oversaw CFO duties for fund boards and ensured.
- Delivered -10% / -$15m cost-cutting over 12 months to counter ongoing margin compression.
- Attained CFO FINOP Series 27 qualification and oversaw successful compliance with CCAR requirements and stress testing for regulatory sufficient capital.
- Built consensus and successfully delivered strategic three-year plans and business and scenario modeling.
Apr 2016 - May 2019
Client Franchise Global Head / Americas Ras Head
- Responsible for strategic vision, daily service of client data, and reporting across UBS (IB, AM, WM and Consolidated). Integrated new teams into shared service utility. Managed six direct reports and a global team of.
- Built and led a shared service client reporting utility, achieving a 30% reduction in headcount and $3m annual cost savings while increasing the offshore ratio from 35% to 70% and reducing the hourly reporting cost.
- Sponsored and managed a $10m, two-year program that delivered a client economic profitability framework and monthly production capability across UBS for the top 2k clients, including a tactical solution within six.
- Created a 25-minute, bank-wide training module on client profit versus revenue, simplifying complex accounting concepts for 2k staff, including the CEO and Executive Board.
Nov 2011 - Apr 2016
Global Equities And Securities Client Management Team Head
- Responsible for the strategy and operational execution of client data, reporting, and analytics for UBS's institutional client franchise. Offered senior sales and management financial insights for managing client and.
- Developed and led the expansion of analytical insights across European secondary cash equities, global equities, and FI & FX, scaling to a 80-team capability securities-wide.
- Shifted focus to bottom-line contribution through continuous development of client profitability models and benchmarking, enhancing decision-making accuracy and resource allocation.
- Served as a business partner to the Global Equities CEO and COO as a member of the Global Client Committee.
Aug 2000 - Nov 2011
Equities Cost Controller
Jul 1999 - Aug 2000
Product Controller
Bankers Trust
Mar 1998 - Jul 1999
Assistant Accounting Manager
Fuji Bank
Nov 1994 - Mar 1998
4 education records
David Squires education
Series 27, Finop; Financial & Operations Principal Exam
Finra; Financial Industry Regulatory Authority
Education record
Acca - Association Of Certified Chartered Accountants
Upper 2:1, Ba Hons Accounting & Finance
University Of Brighton
Distinction, Btec National Diploma In Business & Finance
Hastings College Of Arts & Technology
FAQ
Frequently asked questions about David Squires
Quick answers generated from the profile data available on this page.
What company does David Squires work for?
David Squires works for Gartner.
What is David Squires's role at Gartner?
David Squires is listed as CFO Executive Partner at Gartner at Gartner.
Where is David Squires based?
David Squires is based in New York, New York, United States while working with Gartner.
What companies has David Squires worked for?
David Squires has worked for Gartner, Mufg Investor Services, Ubs, Bankers Trust, and Fuji Bank.
How can I contact David Squires?
You can use AeroLeads to view verified contact signals for David Squires at Gartner, including work email, phone, and LinkedIn data when available.
What schools did David Squires attend?
David Squires holds Series 27, Finop; Financial & Operations Principal Exam from Finra; Financial Industry Regulatory Authority.
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