Umar Mirza

Experience

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  KPMG Audit - Financial Services

  Nov 2008 - Apr 2013

  Senior Associate

  • Leading a number of audits with a diverse portfolio of clients in the Financial Services Sector. Experience include clients from Aircraft Leasing Industry, Funds Industry, Banks and Pension Funds.• Responsibilities included:- Day to day delivery of quality audit, with experience of reporting under both Irish GAAP and IFRS, reporting directly to the engagement partner or director and leading communication with client management- Develop and manage relationships with senior client management throughout the year, with particular focus in managing their expectations and adding value to their business.- Preparation and review of company and consolidated financial statements in accordance with both Irish GAAP and IFRS.- Review of business processes and internal controls to identify best practice improvements and efficiencies, and reporting these through audit committee papers and management letters. - Manage multiple deadlines, audit projects and teams simultaneously, and deliver to deadlines- Manage teams of junior staff to deliver the highest quality work within agreed timeframes whilst supporting their development needs- Liaise with all lines of service (including tax and pensions) to co-ordinate the overall service offering- Preparation of audit strategy and business plans, including setting budgets, scheduling audits, selecting staff and assigning workloads - Involvement in discussions of audit fee negotiations and overruns.- Manage engagement financial metrics (WIP, bill on account cover, recovery and cash collection).- Ensure implementation of firm’s risk management manual, audit manual, auditing policies and procedures and controls testing to work in line with KPMG's methodologies. Show less

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  EY

  Mar 2014 - Apr 2015

  Executive

  • Led the audit of financing company of one of the largest automobile manufacturers in the world efficiently by producing quality deliverables, meeting the deadline and receiving exception feedback from the client. Key responsibilities included: - Managing the team, deadline and the budget. - Finalising and circulating audit instructions to component auditors in Germany, France and Spain. - Preparing and presenting quality deliverables. - Managing client expectations and building long-lasting relationship.• Engaged in the audit of one of the largest SEC listed funds in Europe involving different structures and varied investment strategies. Also, engaged in the audit of one of the largest SPV company in the world. - Key responsibilities involved understanding and evaluating the financial performance and controls environments, preparing the audit plan, leading the audit field work, liaising with the client and fund administrators on a regular basis and preparing board reports.• Involved in preparing global instructions, coordinating and drafting SSAE 16 Report (SOC 1 Report) for one of the largest fund administrators in the world. The nature of the work involved understanding and assessing the design and operating effectiveness of the controls. - Key responsibilities included preparation and of global inter-office instructions, coordinating these instructions with EY offices globally, tracking of key deliverables on time and managing client relationship. Received outstanding feedback from the client for providing quality information and laid the corner-stone for a long-lasting relationship. Show less

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  Olayan Financing Company

  Jan 2016 - Apr 2018

  Assistant Financial Planning Manager

  The Olayan Group is a private multinational enterprise with offices in three continents and over 15,000 employees through 50 affiliated companies. It is engaged in Healthcare, Beverages, Food, B2B and Energy Services sectors in Middle East and North Africa through distribution, manufacturing and providing services . It is a global investor, with emphasis on both public & private equities and on fixed income securities.Responsibilities include: - Coordinating management reporting, budgeting and forecasting of approximately 40 Operating Companies (OpCos) in various sectors including consumer, food, healthcare, energy, engineering, logistics and construction materials. - Reviewing financial information of OpCos, compiling and analysing information to present to the top-management. - Conducting different financial analysis to support management decision making e.g. capex evaluation, financial model reviews, sensitivity analysis and working capital analysis. - Leading various projects to improve quality of management reporting. - Overseeing preparation and presentation of financial statements of OpCos in accordance with International Financial Reporting Standards and local accounting standards (SOCPA standards). - Advising OpCos on complex accounting issues and assist in adequate application of accounting standards thereon. - Reviewing OpCos' compliance with local corporate laws and requirements of regulatory authorities and adherence to Joint Venture agreements (where applicable). Show less

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  Olayan Saudi Holding Company (OSHCO)

  Apr 2018 - Dec 2020

  Group Financial Planning and Reporting Manager

  • Coordinated and diligently reviewed monthly reporting of 45+ operating entities spread across 5 different sectors and 10+ countries, monthly. Plus, reporting to Board and Ex-Com. • Worked with operating companies in developing budgets, forecasts and long-range projections while keeping a market view, focusing on product innovation, cost cutting and taking benefit of synergies where possible. • Achievements• Successful implementation of a new consolidation software called Business Planning and Consolidation software. • Worked with operating companies in developing 5-year long range plan• Core part of the team which led successful acquisition of a company. • Corporate restructuring• Development of people in Planning and Accounting team. Show less

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  Weir Engineering Services

  Jan 2020 - Jun 2021

  Chief Financial Officer

  • Responsible for managing the financial operations of the company, review financial bids, ensure compliance with statutory and legal matters, perform capex appraisals, reviewing and improving controls environment, and manage working capital and treasury.• Communicate with the departments regarding the leading and lagging indicators so that timely mitigating actions can be taken.• Maintain relationship with the banks by addressing all their queries on quarterly financial statements and ensuring adequate funding lines are in place to meet strategic business needs. • Update Board of Directors regarding the financial and non-financial KPIs performance of the company on a regular basis.• Ensure that the team is motivated and driven to learn and complete tasks in a timely manner.• Work with the team members regarding their personal development plan Show less

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  Advanced Metals Company (AMCO)

  Jul 2021 - Dec 2022

  Chief Financial Officer

  • Responsible for managing the financial operations of the company, review financial bids, ensure compliance with statutory and legal matters, perform capex appraisals, reviewing and improving controls environment, and manage working capital and treasury.• Communicate with the departments regarding the leading and lagging indicators so that timely mitigating actions can be taken.• Maintain relationship with the banks by addressing all their queries on quarterly financial statements and ensuring adequate funding lines are in place to meet strategic business needs. • Update Board of Directors regarding the financial and non-financial KPIs performance of the company on a regular basis.• Ensure that the team is motivated and driven to learn and complete tasks in a timely manner.• Work with the team members regarding their personal development plan Show less

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  Deloitte Consulting

  Oct 2022 - now

  Senior Manager