David Stevenson Email & Phone Number

Henley-On-Thames, England, United Kingdom

Key Responsibilities• Reporting financial and strategic information and representing Finance at Board meetings (Germany and Switzerland) including presentation preparation and following up on any concerns of the Board• Overall ownership of financial information for the German speaking world including the preparation of annual and quarterly reporting, country and entity forecasting (Revenue over E100m/AuM over E30bn/Costs over E80m) • Delivering regulatory reporting to the Bundesbank, BAFIN, FINMA and FMA for financial performance, liquidity and capital management monitoring, entity data and general statistics including the preparation of ICARA forecasting and modelling• Managing the contribution of the offshore service provider team• Working with key stakeholders across EMEA and in the UK office, including through visits to GermanyKey Achievements• Consistently received positive key stakeholder feedback• Successfully ran the ICARA financial base case and stress testing for the German business• Presented in person to the Bundesbank and BAFIN in German• Improvements made in external audit relationship and process leading to smoother audit experience• Processes improved/reports migrated to service provider creating more time for value-add activities• Completed regulatory returns to deadline, with savings of E270k (costs had been incurred previously)• Accuracy of forecasts significantly improved, providing the Board with much clearer view of Finances• All regulatory reports have been prepared with no need for revisions• Global revenue allocation process updated to reflect revenue allocations missing to Switzerland

Singapore

Key Achievements and Responsibilities CFO (2016 to 2019)• Managed resources (onshore, offshore or external teams) to complete objectives, e.g. designed and monitored SLA requirements for reviewing offshore support performance and controls• Resolved regional and country Financial Reporting, Financial Statements and Taxation issues• Provided explanations to global teams on all queries and input on all global projects• Managed the cross-function Valuation Committee responsible for the oversight of valuation• Managed the Treasury Reporting and Monitoring for the Asia Pacific legal entities• Documented and actioned transfer pricing responsibilities of Singapore legal entities• Managed Financial and AUM compliance and regulatory reporting for Singapore legal entities

Singapore

Key Achievements and Responsibilities FP&A (2007 to 2019)• Successfully led the Analytics and Planning function across the region covering diverse cultures and skill sets to consistently prepare accurate plans, forecasts and reports on time. This also allowed for meaningful variance analysis against plans/forecasts and a better understanding of results• Successfully rolled out a regional performance monitoring scorecard covering all business performance areas and regional monthly financial management reporting. This provided a more focused and visual approach to reporting for management with an easier understanding of key trends• Developed financial models and analysis to evaluate the performance of key investments, cost rationalisation, sales teams, and products for key information and recommendations to management• Partnered with sales management to analyse client profitability using jointly developed assumptions.The business was able to focus on more profitable clients and to structure new deals better• Built and redesigned regional reporting in line with changes in business objectives / structureKey Achievements and Responsibilities CFO (2016 to 2019)• Managed resources (onshore, offshore or external teams) to complete objectives, e.g. designed and monitored SLA requirements for reviewing offshore support performance and controls

Singapore

* Managed a team of 5 to support the Global Markets business and finance teams across financial reporting, financial analysis, process improvement and general administration of the function* Acted as the key hub for the coordinated organisation and development of the functi

Singapore

* Led the Sarbanes Oxley roll-out project in Asia Pacific with a team of 5 * Assessed the Internal controls framework by business* Conducted training for all employees carrying out key controls across the region

Singapore

* Focused on key internal financial controls and business process improvement * Represented audit on regional management committees* Managed resources to complete assignments (internal and external teams)

London, United Kingdom

* Led the internal audit function for a global pharmaceutical group* Focused on financial audits, key financial internal controls and the development of best practices across the Group

London, United Kingdom

* Managed teams to complete the external audits of small and medium sized businesses

Aca

Education record

Diploma, German

Ba Honours Degree, Psychology