Steve Umpelby Email & Phone Number

London, England, United Kingdom

Transformed privately owned financial services firm that focuses on metals trading, corporate FX, broking and wealth management, instigating major improvements that stabilised operations and improved cash flow and margin. Strengthened relations with US, UK and Middle East regulators, increasing transparency and trust. Drove key decisions, such as closure.

Fulfilled role of COO and CFO for specialist investment manager dedicated to renewable infrastructure, supporting growth and delivering change and playing pivotal role in the sale to Schroders. Scaled operations with new offices in the US, Netherlands and Germany. Created and led Environmental, Social and Governance (ESG) reporting and performed.

Recruited as Interim CFO by a private asset management firm focused on global mid-market corporate and clean energy infrastructure investments. Immediately undertook major $MM refinancing, enabling the covering of working capital and General Partner commitments. Initiated transformational changes across people, process and technology, including a new.

London

Selected as EMEA CFO for one of the world’s top interdealer broking firms with a presence in 30 countries. Appointed to the board of several operating companies and became a member of several committees, acting as Chair of Risk Committee. Over time, optimised operations leading to margin improvements, reversed FCA’s enforcement action with new governance.

• European CFO focused on business partnering executive team. Managed teams in UK, India and European locations Ran Retirement Solutions project for Fidelity UKGroup Head FP&A, Management Reporting and Finance Systems.
• Reengineered and offshored AP, AR and T&E functions to India
• Developed innovative new analysis and reporting
• Deployed new financial systems
• Introduced the Groups rolling forecast process
• Achieved significant cost savings from third party vendors

C.A.O. for BGI's European retail business focusing on new distribution channels and a variety of asset classes (inc quant active, index equity and fixed income, traditional fixed income and cash) with a mixed product set of hedge funds, etfs, OEIC's, SICAV's and managed accounts.

Aca, Accountancy

First time passes

Bachelor Of Arts (Ba), Economics

Activities and Societies: Tennis, Badminton, EconomicsBA In Economics