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.
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Cfo Executive PartnerGartner Sep 2024 - PresentStamford, Ct, Us -
Chief Financial OfficerMufg Investor Services Jun 2019 - Sep 2024New York, UsServe 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 across finance.• 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. -
Cfo For Asset Management AmericasUbs Apr 2016 - May 2019Zurich, ChFinance 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 compliance with US regulations (CCAR and IHC). Led monthly financial closes and forecasting and provided regular updates and outlooks to regulators. Managed six direct reports.• 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. -
Client Franchise Global Head / Americas Ras HeadUbs Nov 2011 - Apr 2016Zurich, ChResponsible 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 100.• 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 from $71 to $31, saving an additional $4.1m annually.• 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 months.• 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. -
Global Equities And Securities Client Management Team HeadUbs Aug 2000 - Nov 2011Zurich, ChResponsible 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 sales performance. Managed six direct reports and a global team of 80.• 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. -
Equities Cost ControllerUbs Jul 1999 - Aug 2000Zurich, Ch -
Product ControllerBankers Trust Mar 1998 - Jul 1999
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Assistant Accounting ManagerFuji Bank Nov 1994 - Mar 1998
David Squires Education Details
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Finra; Financial Industry Regulatory AuthorityFinop; Financial & Operations Principal Exam -
Acca - Association Of Certified Chartered Accountants -
University Of BrightonBa Hons Accounting & Finance -
Hastings College Of Arts & TechnologyBtec National Diploma In Business & Finance
Frequently Asked Questions about David Squires
What company does David Squires work for?
David Squires works for Gartner
What is David Squires's role at the current company?
David Squires's current role is CFO Executive Partner at Gartner.
What schools did David Squires attend?
David Squires attended Finra; Financial Industry Regulatory Authority, Acca - Association Of Certified Chartered Accountants, University Of Brighton, Hastings College Of Arts & Technology.
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