Mohsen Yamani, Cfa, Cpa, Ca Email & Phone Number

Toronto, Ontario, Canada

Toronto, Canada Area

• Responsible for the current and forward-looking performance management of the enterprise’s Global Technology group, providing thought leadership and performance analysis around the continuous evaluation of short and long-term financial objectives and the identification of opportunities for efficiency & profitability.• Partner with the CIO and IT Leadership to manage various enterprise planning processes including in-year forecasting and long-term P&L budgeting processes and translate performance trajectory into clear messaging for internal and external stakeholders.• Preparation of financial presentations and reporting packages for Executive committee, Board of Directors and Risk & Audit committee.• Lead financial systems strategy (ERP, BI, Planning) and established a new framework for evaluating and prioritizing new opportunities to make the best use of cash (investment scorecard and ranking system).• Lead scenario modeling, financial modeling/valuation, multi-year projections, business case analysis and post transaction integration for key company projects, M&A, JV and Investments.• Designed and implemented a new global Cloud-based planning and performance management software for the global CITCO enterprise.• Coach, develop and guide a high performing team of finance professionals. Drive collaborative cultural change and awareness by building cross-functional working relationships based on trust and improving collaboration within portfolios.• Lead ad-hoc and cross-functional projects and initiatives as required.

Mississauga, Canada

- Managed and lead the financial planning & analysis process including the full year operating and strategy plans, annual budget, 4 year forecasts and monthly rolling forecasts.- Lead and supported critical business projects such as financial due diligence for M&A deals, discussions on accounting for complex transactions, business case development, modeling, pricing & decision support for product launches and business initiatives.- Built and updated international, regional business unit and departmental financial models and dashboards to measure and monitor key metrics and KPIs on an ongoing basis.- Lead and implemented process improvement and enhancement initiatives such as a large scale software implementation and training staff with best practices and how to work efficiently.

Toronto, On, Canada

- Controller at Quantica Inc, a private equity investment of Extuple Inc. in algorithmic trading software. o Lead the financial reporting, planning and forecasting for the business and its subsidiaries.o Closely supervised the accounts payable, accounts receivable, and payroll functions.o Involved with the process of opening up a US subsidiary and the eventual liquidation of the company.- Evaluated and monitored investments in the technology sector ranging from large public, small public and private companies in the Canadian and US markets providing insights for million dollar investment decisions. - Uncovered and analyzed material trends at the company and industry level by reading broker reports and company releases and interacting with external senior management teams and directors.- Programmed a python back tester using current trading methodology delivering an automated approach to back testing multiple securities. Developed mathematical formulas with the team in order to achieve trading goals.

Toronto, On. Canada

- Audited and reviewed the financial statements of publicly listed and private clients in sectors ranging from real estate, manufacturing, IT, pension, insurance, media and not-for-profit to extensive experience in the asset management industry, including mutual funds, hedge funds, and private equity firms.- Lead various teams of two to ten professionals completing entire audit jobs with responsibilities of planning the engagement, developing auditing procedures, assigning tasks to associates, coaching the associates, investment valuation testing, drafting deliverables, and acting as the first point of contact for senior client personnel.- Reviewed complex accounting transactions to ensure overall compliance with IFRS, US GAAP & Canadian GAAP.- Responsible for managing team and client relationships and communicating directly with engagement leaders, CFOs, controllers and other key level management which exhibits excellent teamwork and leadership skills and ability to communicate with confidence and empathy.- Became an Excel Champion and held training seminars on intermediate and advanced excel skills to various associates in both the Toronto and Oakville offices, ensuring every singe person learned something new to help complete their work fast and with high quality.- Helped in an "Efficiency Project" to increase efficiencies by utilizing excel to help automate some of our audit work greatly reducing time required for completion.- Ran various on-campus recruitment events and attended multiple speaking engagements on behalf of PwC.

Burlingtone, On, Canada

- Acted as key pricing analyst providing research, daily pricing and valuation for bonds, equities, options, currency forwards and spot rates ensuring accurate closing net asset values for the client mutual funds.- Streamlined a large number of manual processes performed by the pricing team by developing macros, such as a macro to automatically keep a running record of key financial stats which linked information from Bloomberg and Reuters reducing processing time from 20 to 2 minutes.- Took the lead to develop a training seminar in Excel which was delivered in person to over forty staff including supervisors and vice presidents to show them how to perform intermediate/advanced Excel functions.- Initiated and managed a project to develop audio visual "how to" guides for all standard operating procedures for the whole fund accounting department to make training effective and faster.

Honours Bachelor Of Commerce (Bcom), Minor In Economics

International Business And Technology Program