Umar Irfan, Cfa Email & Phone Number

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Sri Lanka

• Conducted feasibility studies for new investments totaling over US$100 million in multiple geographical locations within the apparel and textile manufacturing sector• Collaborated with SBUs to conduct cost analysis, identifying over US$60 million in potential savings, with successful initiatives cross pollinated to other SBUs• Closely monitored working capital utilization to maintain an optimal level of working capital and promptly identify potential non-performing balances• Developed and provided templates for the long-range planning (LRP) and annual budgeting process, along with guidelines for key assumptions and estimates• Scrutinized LRPs and Budgets of SBUs to ensure alignment with group vision and strategic plans• Continuously monitored the business and economic environment to identify potential financial risks and changes in key budget assumptions and estimates• Conducted scenario analysis to evaluate business outcomes based on varying levels of economic assumptions and estimates• Served as a Finance Business Partner, providing central support in budgeting, reporting, Capex, and funding• Improved month-end reporting timelines by 5 working days through the implementation of an EPM Solution, connecting SAP ERP system; and addressing bottlenecks in monthly accounts closure• Prepared and distributed monthly, quarterly and semi-annual Management Information reports• Ensured the timely posting of accurate audit entries in the SAP system prior to completion of the annual audits

Sri Lanka

• Enhanced profits by 10% through customer and product profitability analysis in collaboration with SBUs• Achieved over 20% reduction in short-term funding and finance costs through working capital optimization initiatives• Performed monthly and quarterly performance assessments of SBUs, presenting notable variances and their root causes to senior management• Developed interactive dashboards to monitor financial and non-financial KPIs• Ensured timely access to meaningful information for management to support operational and strategic decision-making• Conducted feasibility studies and business valuations for new investments, M&A transactions, and impairment reviews• Prepared investor presentations, board presentations, and board papers for new and strategic initiatives• Contributed to the formulation and implementation of financial policies and procedures• Established and facilitated internal mechanisms to address foreign currency shortages during the Sri Lankan economic crisis

Sri Lanka

• Standardized templates for annual budgets at Group and SBU levels, and promoted an activity-based budgeting approach• Standardized reporting and performance management templates across all SBUs to enable creation of group level financial performance dashboards• Performed monthly and quarterly performance assessments of SBUs, presenting notable variances and their root causes to senior management• Conducted feasibility studies and business valuations for new investments, M&A transactions, and impairment reviews• Prepared investor presentations, board presentations, and board papers for new and strategic initiatives• Conducted research to collect information for use in internal analysis as well as for the purpose of benchmarking • Collaborated with the investment banks to prepare equity valuation, an information memorandum, and prospectus for a highly successful IPO, oversubscribed by 11x• Overlooking the group’s statutory audit process to ensure a smooth flow of information and timely completion of the audits

Sri Lanka

Lecturer for CIMA P2, Advanced Management Accounting

Sri Lanka

• Served as a Project Manager, responsible for fostering a collaborative team environment, workflow management, delegation, and client management• Reviewed workings and Final Reports to ensure that the outputs meet the objectives and are free from any attention to detail errors• Performed business valuations, and equity valuations using asset-based, income-based (discounted cash flow), market-based and transaction-based approaches• Provided valuation insights to clients for M&A transactions (including purchase price allocations), capital raising, mandatory offers, taxation, impairment reviews and disputes• Developed financial models for feasibility studies of businesses and private and public sector projects• Created proposals and marketing materials for business development and client acquisition• Ensured timely completion of all risk management tasks in accordance with the PwC Risk Management Framework• Coached junior team members to foster professional growth and enhance technical competencies

Sri Lanka

• Performed business valuations, and equity valuations using asset-based, income-based (discounted cash flow), market-based and transaction-based approaches• Provided valuation insights to clients for M&A transactions (including purchase price allocations), capital raising, mandatory offers, taxation, impairment reviews and disputes• Developed financial models for feasibility studies of businesses and private and public sector projects• Performed financial statement analysis, researched market and industry trends to identify key business and value drivers• Gained firsthand experience in using collaboration tools (G-Suite) and business information databases such as EMIS, MergerMarket and Factiva for research and information gathering• Drafted reports and assisted the team in creating proposals and marketing materials for business development and client acquisition• Proficient in Microsoft Suite applications including advanced skills in Excel, Word, and Power Point for data analysis and presentation• Completed all risk management tasks in accordance with the PwC Risk Management Framework• Coached junior team members to foster professional growth and enhance technical competencies

Sri Lanka

• Developed financial models to evaluate feasibility of real estate, hospitality and sustainable energy projects in collaboration with cross functional teams• Performed ad hoc analysis and board presentations to support strategic level decision making• Developed and rolled out templates for annual budgets, monthly management reporting, and quarterly board presentations • Performed analysis to determine root causes for variances and non-achievements of KPIs• Collecting market information to facilitate pricing and other investment decisions• Coordinated and nurtured positive relationships with banks and internal departments to ensure a smooth flow of information, enabling the timely execution of both short-term and long-term financings

Sri Lanka

• Performed internal audits and business process reviews to identify and make suggestions for improvements• Utilized data-driven insights and business process modelling to develop optimized Standard Operating Procedures (SOPs) to enhance operational efficiency and mitigate potential risks• Adhered to risk management and compliance procedures in accordance with the EY Risk Management Framework• Led and collaborated with multiple audit teams, overseeing all stages from audit planning to completion, and ensuring that deliverables met objectives, deadlines and firm’s internal KPIs• Built and maintained meaningful relationships with clients, while researching and identifying opportunities on new/existing client

Sri Lanka

• Managed teams comprising of 3-6 members carrying out a range of assignments/ tasks, including the following:- Internal audits- Business Process Modelling (Flowcharts) & Gap Analysis- Preparing Standard Operating Procedures (SOPs)- Drafting System Notes and Data Flow Diagrams (DFDs) to support ERP implementation- Annual and Quarterly Stock counts- Developing Fixed Asset Registers including designing of a Coding System- Special assignments related to Media Agency Remuneration based on the Client’s Media Agency Fee Workbook (Guidelines)- Presentation to top management of clients to explicate audit findings, corresponding implications and the suggested improvements

Sri Lanka

Cfa Charterholder, Investments And Securities

- Passed all 3 levels in the first attempts - Placed in the 90th percentile in CFA level 1 - Placed well above the minimum passing score.

Postgraduate Diploma, Applied Statistics

Successfully completed the Coursework and qualified to proceed to MSc In Applied Statistics. However, voluntarily withdrew from pursuing.

Management Accounting

Activities and Societies: CIMA SL Toastmasters Club Associate Member of Chartered Institute of Management Accountants, UK

Education record