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Financial Analyst Manager

Location:
Toronto, ON, Canada
Posted:
May 30, 2020

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Resume:

Talib Iqbal, CA (England & Wales)

Email: addigw@r.postjobfree.com - LinkedIn: https://www.linkedin.com/in/talib-iqbal-ca-a58b98a8/ - Cell: +.289-***-**** PROFILE

Finance professional with wide ranging experience in leading organizations and Big4 audit firm. Expertise to compile, analyze & interpret critical financial data to facilitate decision-making and ensure IFRS compliance. Possess financial acumen to provide insight on strategy development and be a partner to the business on financial matters. Capable of working independently and establish priorities with limited supervision. Areas of Expertise

• Financial Reporting

• Analytics, Budgeting & Forecasting

• Month end/Quarter end close

• Excellent understanding of IFRS

• Product Profitability

• Strategic and Operational planning

• Internal Cost Allocations

• Cost Optimization

• Internal Controls on FR

• GL Reconciliations & Controllership tasks

PROFESSIONAL EXPERIENCE

Sun Life Financial Inc. – Senior Financial Analyst Mar.2019 - Present Working under Investment Management Finance Team, Key Responsibilities are:

Provide analysis of key expense trends to support divisional expense reporting

Prepare monthly and quarterly management reporting packages to communicate expense result

Prepare monthly forecasts to support management decision making

Prepare Inter-company AP/AR reconciliations for Investments sub advisors and provide monthly sign offs to controllership teams in Canada and USA

Analyse allocations across Investment Management to ensure accuracy and reasonableness of allocations TD Bank – Senior Accounting Analyst Jan. 2018 – Mar. 2019 Worked under Chief Accountant’s team, key responsibilities are:

Responsible for monthly close, reporting and analysis processes for actual results on a timely basis ensuring IFRS and Bank policies compliance. Prepare journal entries for month-end close.

Prepared monthly bank reconciliations and ensured sub-ledger balances agreed to GL and reconciling differences are referred to the relevant operations team for settlement

Being a dedicated resource with the business, responsible for implementing an effective reporting and control framework to ensure integrity of financial & compliance reporting

Provided information and support the process for internal, SOX and external audits, ensuring that requests are managed effectively and efficiently

Prepared quarter end financial reporting submissions to various stakeholders.

Assist business partners with operational activities and provided guidance on specific accounting issues relative to business

Major Achievements:

Prepared System Operating Procedures (SOPs) of 20 tasks I was performing on a daily/monthly basis

Worked as SME with Finance Integration & Transformation Team responsible for transfer of roles to newly created Fin Ops Center

Riyad Bank – Financial Planning and Analysis Manager Feb. 2013 – Apr.2017

Supported month end and quarter end reporting packages, performed detailed analysis of the actual results and forecast, provide value-added insights, identified significant variances versus budget and identified key issues impacting the business

Participated in preparation of annual budget of the segment and setting teams/regions targets

Initiated frequent interaction with business partners to develop a clear understanding of issues and provided value add advice to ensure business results are optimized Major Achievements:

Ensured IFRS 8 Compliance by leading a comprehensive customer income reclassification exercise under various segments including Corporate, Retail and Treasury customers for a C$ 2.5 Bn portfolio

Worked closely with consultants to identify gaps in IFRS 9 and IFRS 16 adoption. Talib Iqbal

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HSBC –Financial Reporting Manager Mar. 2007 – Feb. 2013

Prepared Financial Statements in accordance with IFRS, Bank’s accounting policies and interpretation of current and historical performance trends for the stakeholders both on segment level as well as entity level

Supported the month-end, quarter-end and year-end close process including management, regulatory and external reporting.

Prepared analytics for the identification of opportunities to enhance business opportunities for retail banking

Prepared Financial analysis of new retail products and initiatives proposed by various business group to ensure appropriate accounting and controls are observed

Responsible for Settlement of Visa, MasterCard transactions Major Achievements:

Nominated as the Finance lead to facilitate the implementation of a number of system changes: o Defined requirements, managed QA activities, and monitored post-migration GL reporting issues for the implementation of a new Treasury back-office solution. o Liaised with business teams and support functions for the implementation of a new credit card management system and its mapping with reporting tools.

Successfully managed and cleared group and external audits as well as central bank inspections without any control weaknesses or irregularities identified.

Askari Bank – Financial Analyst – Credit Cards Business Sep. 2004 – Mar. 2007

Responsible for periodic financial and performance reports of the Credit Cards business.

Managed attestation for the validity of financial results and highlight significant information including variances and trends.

Analyzed unit’s financial performance and recommended strategies for revenue growth and cost optimization.

Responsible for quarterly MasterCard reporting

PricewaterhouseCoopers (PwC) Sep. 1998 – Aug. 2004 Achievements - Assurance group

Planned and managed audit engagements, managed client relationships, assisted clients in their statutory and group reporting, and kept the partners adequately informed about progress.

Determined the audit strategy by conducting the initial assessment and documentation of risk environment/controls.

Led practice development by managing and mentoring audit teams. Collected client feedbacks by conducting regular audit debrief sessions.

Assisted and guided clients in preparing financial reporting in accordance with IFRS EDUCATION

Chartered Accountant (CA) England and Wales

Chartered Accountant (CA) Pakistan

Chartered Professional Accountants (CPA) Ontario:

Registered to appear in Common Final Exam

COMPUTER SKILLS & CONTINUED PROFESSIONAL EDUCATION Proficient in the following software:

• Hyperion Enterprise, Essbase, Discoverer, Tableau, TM1, AS400,PeopleSoft, EKIP and IBM Host On- demand

• SAP Business Objects (BO)

• MS Office Suite (MS Word, MS Excel, & PowerPoint etc.) Attended courses related to Banking / Finance including:

• “Compliance: Protecting Our Business” by Riyad Bank

• “Successful Business Planning & Financial Modeling” by HSBC Middle East Talib Iqbal

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Community Involvement

HSBC Climate Champion

Completed 2 weeks on-field training in Oxford, UK where HSBC Champions spent time with scientists learning about the activities needed to make a positive impact on environment like trees, wild life and clean water.



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