Richard A Sage

Richard A Sage Email and Phone Number

Founder, Sotozeo.com - a tool to solve manual reconciliations faster @ Sotozeo
Richard A Sage's Location
Maszewo, Lubuskie, Poland, Poland
Richard A Sage's Contact Details

Richard A Sage work email

Richard A Sage personal email

n/a
About Richard A Sage

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.

Richard A Sage's Current Company Details
Sotozeo

Sotozeo

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Founder, Sotozeo.com - a tool to solve manual reconciliations faster
Richard A Sage Work Experience Details
  • Sotozeo
    Ceo
    Sotozeo Jun 2024 - Present
    Near Berlin
    Sotozeo.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.
  • Resneva
    Principal
    Resneva Mar 2014 - Present
    Near 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
  • Matterwise Llp
    Founder
    Matterwise Llp 2002 - Present
    For 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
  • Fal Oil Co Ltd (Sharjah)
    Financial Advisor
    Fal Oil Co Ltd (Sharjah) Sep 2009 - May 2011
    Sharjah, Uae
  • Masefield Ltd
    Group Financial Director
    Masefield Ltd Jun 2008 - Nov 2008
    London, United Kingdom
  • Trafigura Ltd
    Group Financial Controller
    Trafigura Ltd Jun 2003 - Jan 2008
  • Enron
    Senior Director
    Enron 1998 - 2003
    London, United Kingdom
  • Ubs Investment Bank
    Director
    Ubs Investment Bank 1994 - 1998
    London, United Kingdom
  • Arthur Andersen (Budapest, Hungary)
    Manager
    Arthur Andersen (Budapest, Hungary) 1991 - 1994
    Budapest
  • Price Waterhouse Coopers
    Audit Senior
    Price Waterhouse Coopers 1988 - 1991
  • Cambridge Tutors
    Tutor
    Cambridge Tutors 1987 - 1988

Richard A Sage Skills

Commodity Risk Management Hedging Mergers Trading Commodity Markets Due Diligence Management Derivatives Financial Risk Accounting Financial Modeling Analysis Mergers And Acquisitions Business Strategy Equities Financial Accounting Business Analysis Auditing Asset Management Vba Fixed Income Finance Trading Systems Corporate Finance Portfolio Management Project Management Investment Banking Options Valuation

Richard A Sage Education Details

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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