Akif Tarique.CPA.MBA.ELI-MP

adnbce@r.postjobfree.com 908-***-**** www.linkedin.com/in/akiftarique

Chief Financial Officer

Challenges the Norm Collaborates Builds Trust Drives Operational Efficiency

A global leader in transforming and streamlining finance and business operations. Result oriented with emphasis on collaboration, implementing best practices, and integrating stakeholder insights. Passionate drive to meet customer expectations and deliver on expectations. Implements a thoughtful process of analyzing data to reach executable solutions. Outstanding ability to partner and create teams to drive culture and execute on goals.

Financial Planning, Projections & Analysis – Lead financial strategy, planning, analysis, forecasting and reporting across all areas of the business. Identify trends and provide direction on improving results through financial statement reviews, analysis and thought leadership.

Strategic Projects, Transformative Improvement, and Innovation – Set direction and drive strategic projects impacting overall organization. Drives cost efficiencies by reengineering operations through system / technology utilization and realigning resources.

Communication & Negotiation –Direct and open communicator, drive results by capitalizing on interpersonal skills and creation of alliances, executing on complex (audit, compliance, financial, operational, human resource) initiatives and problem solving.

Leadership Building / Talent Identification – Develop, retain, and manage high-performing teams by identifying key talent traits, leveraging individual strengths and hands-on coaching. A leader with ability to delegate, motivate and inspire team members.

PROFESSIONAL EXPERIENCE

ELEVATE BUSINESS COACHING, NY/NJ/PA 2020 – 2021

Founder/President Certified Coach: ELI – MP (Energy Leadership Index – Master Practitioner) - partnering with start-ups, small and mid-size businesses with emphasis on growth, strategy, finance, leadership, sales, expenses and building impactful teams.

Successfully advised Ed-Tech start-up resulting in raising funds within first two years

Created ‘Energy Leadership’ curriculum resulting in inclusion in major health insurance company’s L&D leadership offering.

METLIFE, New York, NY / Whippany, NJ 1999 – 2020

Chief Financial Officer, Corporate Support Areas, FP&A 2018 – 2020

Led reporting and analytics for ‘actual and forecast’ results for MetLife’s Corporate Service Areas (CSA) comprised of Legal/Compliance, Audit, Marketing, Human Resources, Risk, Office of CEO and Finance (Treasury, Tax, Controllers, Investor Relations) to address financial needs related to strategic initiatives, expense targets, and overall trending of key financial metrics.

Headed monthly / quarterly financial reporting and led discussions with executive leaders identifying performance against targets, gaining understanding of key metrics resulting in establishment of enterprise PLAN.

Streamlined operations across all Corporate Service areas by establishing trust and creating business relationships with senior leaders resulting in expense reduction of 200M in PLAN.

Assimilated and analyzed complex data to support strategic decisions resulting in establishment of realistic and ambitious targets enabling reduction of $100M expenses in one year.

Partnered with internal and external auditors to provide oversight and guidance to develop systems, processes, and controls to meet compliance requirements.

Akif Tarique adnbce@r.postjobfree.com 908-***-**** Page 2

METLIFE – Continued

Vice President/Plan Officer, Investment Finance 2013 – 2018

Led and delivered monthly forecasts and analytics to CFO, CIO, business segment leaders, investor relations and portfolio managers.

Oversee all financial related activities in development of Annual Plan (+$600B Assets, +$20M Income) and monthly projections for Investments including capital markets, delivering financial analysis, drivers, and trends resulting in robust decision making by senior leadership team.

Outlined strategic landscape for the global plan and projection platform driven by M&A activity, resulting in a single, uniform, and consistent process, modelling $600 billion of Invested Asset for US, Latin America, Europe, and Asia; model now used across enterprise as benchmark.

Developed strategy to outsource Net Investment Income modelling platform to 3rd party, allowing for parallel processing of GAAP and Statutory projections, gaining approval by CFO and CIO.

Spearheaded development of financial reporting and analysis framework for separation of MetLife’s Retail business, leading to successful separation of MetLife’s Retail segment one year ahead of expectations.

Built new collaborative process for development and expansion of Key Economic Indicators such as interest rates, spreads, and foreign exchange rates for entire enterprise leading to a single source for enterprise.

Assistant Vice President, Investments 2007 – 2013

Charged with reconstructing Investment Finance’s operating and income projection reporting model for anticipated mergers and acquisition activity and regulatory requirements resulting from financial crisis.

Led transformation of Investment projection and PLAN platform from SQL (in-house) to 3rd-party platform to centralize GAAP / Stat. projections and Stress scenarios for US, enabling creation of automated platform.

Collaborated with Investment’s IT, Operations, and Front Office Areas to develop income projection model (Fixed Income, Derivatives, Capital Markets (Securities Lending, Global Guaranteed Insurance Contracts), Mortgages, and Real Estate), addressing Fed’s requirements for Stress Testing as result of financial crisis of 2007 – 2008.

Director, Investment Finance 2003 – 2007

Created strategy to transition ownership of Investment Income planning and projections platform from Portfolio Management to Investment Finance. Developed high-performing team of MBAs, CPAs, CFAs, and other skilled professionals to align with expanded responsibility.

Owned transitioning of income modelling for Derivatives, Securities Lending, and Mortgage, resulting in more robust and transparent process driving $5 million cost reduction.

Manager, MetLife Securities 1999 – 2003

Selected for MetLife’s ‘Financial Accounting Rotational Management Program (FAMP)’ comprised of CPAs with experience in Accounting’s Big 7 consulting firms. Led conversion of MetLife Securities platform from ADP to Pershing.

ERNST & YOUNG, Iselin, NJ / New York, NY 1996 – 1999

Staff Consultant, Audit / Tax

Recruited by Ernst & Young while Junior at Rutgers University. Partnered in audit and tax consulting engagements.

EDUCATION & CERTIFICATIONS

Columbia University, New York, NY. Master of Business Administration, Finance and Business Management

Rutgers University, New Brunswick, NJ. Bachelor of Science (BS), Accounting

CPA – New Jersey

Certified Coach, Energy Leader Master Practitioner. iPEC, International Coaching Federation (ICF)

Board Member, Vice Chairman - ICHC

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