Gary Steele Email & Phone Number

Worcester, GB

London, England, United Kingdom

ATHORA (€100bn+ Pan-European Life and Reinsurance business)Multi-phase implementation of Clearwater Analytics investment administration and accounting systemSuccessfully delivered: - the load position onto the Clearwater system.- documented the client's accounting solution requirements.- rationalised Athora IFRS 9 Chart of Accounts on SAP.- configured the.

Wolverhampton, England, United Kingdom

Responsible for the successful delivery of:- quarterly investment accounting and reporting.- year end investment related disclosures for Statutory Accounts and Regulatory Reporting.Also project managed a review of the funds investment management, operations, accounting and reporting processes working with the heads of the relevant business functions (using.

York, England, United Kingdom

Workstream lead responsible for the accounting and general ledger deliveries arising from the migration of fund administration and accounting onto Clearwater Analytics investment administration and accounting system.

York, England, United Kingdom

Leading the multi-phase migration of outsourced investment administration and accounting onto the Aviva platform (AUM £55bn). Also acting as an investment accounting and reporting SME to develop and successfully deliver the end state operating models and managing the accounting/ reporting cut over processes.

London, United Kingdom

Client side migration lead and investment accounting SME working on an outsourced fund accountant's programme to migrate the investment administration and accounting for client portfolios to a new administration system (from HiPortfolio to ICON).

Project managing various initiatives to grow the UK asset management business within the European division of Canada Life.

Leading the delivery of various investment division integration projects arising from the acquisition of Irish Life including the migration of various asset portfolios between European division asset managers and related back offices.

Built a head office team to deliver the local, statutory and regulatory investment reporting requirements of the life and reinsurance entities within the European division of Canada Life.Significant involvement with the development of data repository to collate the investment data to support Solvency II for European entities.

Expanded an Investment Financial Control team to support £30bn of investments for the European division of Canada Life including bonds, equities, properties, mortgages, derivatives and cash backing varied life and reinsurance actuarial liabilities. Project managed the migration of £11.1bn of investments backing blocks of business acquired from third parties.

Potters Bar, England, United Kingdom

Responsible for the preparation and delivery of 31 December 2005 solo and group UK GAAP accounts for the Canada Life UK legal entities. Included the project management and implementation of FRS 25, FRS 26 and FRS 28. Also delivered the Canada Life UK regulatory submissions to the Canadian parent GreatWest Lifeco.

Led a team delivering the management accounting and reporting for HBOS Life and Pension Services encompassing HBOS businesses including Clerical Medical, Halifax Financial Services and administration for third party clients (including Equitable Life) (with an aggregate cost base of 5,000+ employees). Also responsible for business planning, budgeting and.

Financial Controller for new legal entity formed to hold the 600 marketing, field force and administration staff (in 15 UK branches) acquired from Equitable Life.

Project managed the preparation of the Information Memorandum (Offer Document), sale data rooms (physical and virtual) and bidders questions process.

Responsible for preparation of Society's monthly management accounts and various aspects of year end statutory and regulatory reporting.

On-site audit manager for a varied range of clients across a number of sectors. Also undertook acquisition due diligence for clients and reviewed working capital models for two large Housing Association clients.

Trainee Chartered Accountant. Excellent hands on accountancy and audit training.

Master'S Degree, Management Science & Operational Research

Bachelor'S Degree, Applied Chemistry