Samuel Chaplin, CFA, ACA

Samuel Chaplin, CFA, ACA

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  • Timeline

  • About me

    Senior Manager - Capital Markets, FAAS

  • Education

    • Tring School

      2005 - 2012

      A Levels in Economics (A*), Mathematics (A), Geography (A*) and the Extended Project Qualification (A*).

    • University of Exeter

      2012 - 2016
      Bachelor’s Degree Economics & Finance First Class

      Received a first class degree in Economics & Finance with Industrial Experience. Additionally, awarded 'best in class' for scoring the highest mark within the module Economics of Financial Crises for my essays on the Financial Crisis.

  • Experience

    • SJD Accountancy

      Aug 2009 - Sept 2012
      New Client Team
    • Royal Bank of Scotland

      Jul 2011 - Jul 2011
      RBS Insight Day into Global Banking & Marketing
    • Aon Hewitt

      Apr 2013 - Apr 2013
      Work Experience
    • EY

      Jul 2014 - Jul 2015
      Associate (Industrial Placement Student)

      Completed an industrial placement year-long internship as part of my degree. Predominantly worked on the group team of a FTSE 100 medical equipment manufacturing company. Other experience includes covering a British social care firm and a Japanese multinational engineering and electrical company.

    • EY

      Sept 2016 - now

      Client coverage includes a high-growth technology unicorn, a FTSE listed software company, private equity backed life science group and a public multinational commodity trading and mining company.Experience includes a US SPAC listing, IFRS conversions, business combinations, significant Group financial reporting and SOX implementation projects. Returned to the EY London office as an Assurance Manager in March 2021. Assurance Manager on an 18 month secondment in the Bay Area. Primarily covering a large multinational American technology conglomerate, with exposure to autonomous vehicle, drone delivery and biotech industries. Products & Services assurance department. Main clients included a NYSE & Euronext listed British multinational bottling company, with a market cap over $20B, and a German multinational conglomerate, one of the leading industrial manufacturers in Europe. Completed a 2 month secondment to Germany during this time.

      • Senior Manager - Capital Markets, FAAS

        Oct 2023 - now
      • Senior Manager

        Oct 2022 - now
      • Manager

        Mar 2021 - Oct 2022
      • Manager

        Jun 2020 - Mar 2021
      • Senior Associate

        Oct 2019 - Jun 2020
      • Senior Associate

        Sept 2017 - Oct 2019
      • Assurance Associate

        Sept 2016 - Sept 2017
  • Licenses & Certifications

    • ACA

      ICAEW
      Dec 2018
    • Private Equity and Venture Capital

      Università Bocconi | Coursera
      Mar 2021
    • Chartered Financial Analyst (CFA)

      CFA Institute
      Apr 2024
  • Honors & Awards

    • Awarded to Samuel Chaplin, CFA, ACA
      Economics of Financial Crises Best in Class Award 2015/16 University of Exeter Business School Apr 2016 Received an award for achieving the highest mark in Economics of Financial Crises.
    • Awarded to Samuel Chaplin, CFA, ACA
      Business School Commendation Professor David Boughey Aug 2013 Having completed my first year at Exeter University I received a commendation from the Dean of the Business School for my first year result.
  • Volunteer Experience

    • English Teacher

      Issued by Hope Agency on Jul 2013
      Hope AgencyAssociated with Samuel Chaplin, CFA, ACA