Richard A Sage Email and Phone Number
Richard A Sage work email
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Richard A Sage personal email
Valuable and confident at clearing up messes (hence Sotozeo.com) and supporting start-ups/major expansions.Hands-on where commercially justified E.g. to understand issues, and then uses computer tools or delegates to other people to provide solution at lowest cost to client.Enjoys and effective at training all levels of staff who want to learn, and creating Living Documentation, to maintain gains after end of assignment.Functional expert on FX exposures: identifying, reporting efficiently, and hedging, but also defining strategy from first principles, considering how FX interacts with accounting and tax (all sectors).Considers the big picture and the details at the same time.Published chapter in textbook on accounting for multiple-currency activity.Wide experience of derivatives and financial instruments from NDFs and oil futures to CDSs to Cocoa Futures Arbitrage, with deep experience of most middle and back office functions, and an understanding of how they fit together:Daily, Monthly and Annual Accounting, Reporting Risks, Contractual Structures, Trade Confirmation, Company Secretarial, and parts of Tax.Recognises the importance of getting basics done well, such as reconciliations, static data management, and bookkeeping entries, and can make them happen.Then ensuring data is appropriately labelled for all the different downstream requirements in order to create straight-through processes avoiding duplication.Qualified Fellow of Risk Management (GARP), as well as Fellow of the Institute of Chartered Accountants in England and Wales.So understands accounting rules from first principles, without regarding the current text as sacred, and sees common accountants' misunderstandings.Has also managed IT (Cambridge degree is in Computer Science), Projects, HR and Facilities, with particular experience on handling matters which cover multiple functions, or tend to fall between functions.Came in top 50 of the Modeloff World Excel championship 2019: but discourages Excel being used when more appropriate tools are available.Has written useful systems using SQL, HTML, PHP, VBA, Perl, and Julia.Applies sharp analysis (comprehensive, objective, quick) to problems in any field to enable relevant group/individual to choose lasting solutions, especially when no solution is cost-free.Highlights weaknesses of soggy compromises.Has published articles on technical accounting and risk matters.Has lived in Central Europe, Middle East and Asia, as well as London, with significant work in Switzerland, Netherlands and Americas.
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CeoSotozeo Jun 2024 - PresentNear BerlinSotozeo.com is a tool to help accountants and bookkeepers with reconciliations which automated reconciliations do not resolve (there are always some!)In particular, it matches amounts many-to-one and many-to-many where references are inconsistent, inaccurate, or incomplete. -
PrincipalResneva Mar 2014 - PresentNear Berlin• Analysed FX exposures for a group operating in different complex multi-currency environments• Specified, tested, and rolled-out reporting tool using DataWareHouse to show FX exposures for group companies globally - all monthly and some daily• Specified considerations for SAP implementation to make FX exposure reporting simple and robust• Proved absence of true Transaction Currency field in SAP ECC, confirmed by senior SAP staff.• Mathematically specified and solved FX hedging requirements for the interaction of exchange rates and tax in countries where reporting currency is not the same as business currency• Explained large amounts reported as "FX P&L" separating real losses due to currency exposures, from amounts due to accounting process classifications - see GLMER.com• Identified apparent trading inconsistencies for group risk department to resolve
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FounderMatterwise Llp 2002 - PresentFor a client:• Stabilised Middle Office by automating most time-consuming process (broker reconciliations) within six weeks which also enabled one FTE to be cut.• Designed, tested, and implemented interface betweeb CTRM system (CXL) and Accounting system (SUN), to create Straight Through Process to report daily P&L from the accounting ledger, so largely eliminating month-end as a separate process.• Advised on how to make transfer of Static Data efficient to new systems, and did much cleaning of the data.• Documented existing assumptions (often implicit and not clearly understood) in processes, recommended and implemented changes to create greater transparency and control.• Designed, tested, and trained staff on ancillary systems including CashEntries to enable non-Accountants to enter as they see transactions, without knowing Debits and Credits, so reducing number of errors.• Built reporting templates and Trained non-accountant users to enable the whole daily-reporting, monthly-reporting, and ongoing maintenance to be robust and efficient. See less
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Financial AdvisorFal Oil Co Ltd (Sharjah) Sep 2009 - May 2011Sharjah, Uae
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Group Financial DirectorMasefield Ltd Jun 2008 - Nov 2008London, United Kingdom -
Group Financial ControllerTrafigura Ltd Jun 2003 - Jan 2008 -
Senior DirectorEnron 1998 - 2003London, United Kingdom -
DirectorUbs Investment Bank 1994 - 1998London, United Kingdom -
ManagerArthur Andersen (Budapest, Hungary) 1991 - 1994Budapest
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Audit SeniorPrice Waterhouse Coopers 1988 - 1991 -
TutorCambridge Tutors 1987 - 1988
Richard A Sage Skills
Richard A Sage Education Details
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Computer Science
Frequently Asked Questions about Richard A Sage
What company does Richard A Sage work for?
Richard A Sage works for Sotozeo
What is Richard A Sage's role at the current company?
Richard A Sage's current role is Founder, Sotozeo.com - a tool to solve manual reconciliations faster.
What is Richard A Sage's email address?
Richard A Sage's email address is ra****@****ise.com
What schools did Richard A Sage attend?
Richard A Sage attended University Of Cambridge.
What skills is Richard A Sage known for?
Richard A Sage has skills like Commodity, Risk Management, Hedging, Mergers, Trading, Commodity Markets, Due Diligence, Management, Derivatives, Financial Risk, Accounting, Financial Modeling.
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