Naeem Merchant Email & Phone Number

I am a Senior / Head of Financial Reporting & Investment Finance (CPA & CFA), expert at delivering positive value to the finance and reporting functions with a diverse set of asset classes and active investment strategies. I quickly build high performance teams capable of delivering financial data and analysis to the C-Suite, providing significant positive influence to investment decision making. As a leader of implementing financial management and reporting capability programs, I focus on optimizing asset performance and protecting cash flow. I lead transformation projects that strengthen business critical financial processes and build robust risk prevention and management systems. Accountable for delivering improved accounting functions that meet full compliance, I have experience in IFRS conversions, system implementations, financial transformation programs, fund admin onboarding and collateral management, and am proficient in Oracle, eFront, Hyperion, Investran, & Advent Geneva.I am passionate about understanding finance analysis and enjoy presenting new information that can be generated and used to significantly enhance financial management and control.Skills:✔ Financial / MIS Reporting✔ Asset Management✔ System Implementations✔ TWR & IRR Analysis✔ Financial Compliance✔ Regulatory Reporting✔ Internal Process Controls✔ Fund Accounting✔ Budgeting & Forecasting✔ Services Outsourcing✔ Project Management✔ Team Leadership to 25✔ Collateral Management✔ Financial Consolidation ✔ Cashflow Protection