Talk to sales Try for Free
Phil Alvey

Phil Alvey

Followers of Phil Alvey1000 followers
location of Phil AlveyLondon, England, United Kingdom

Connect with Phil Alvey to Send Message

Connect

Connect with Phil Alvey to Send Message

Connect

  • Timeline

  • About me

    Portfolio CFO | Banking & Financial Services | Executive & Non-executive Director

  • Education

    • Wakefield District College

      -
      A-Levels, Special Papers, S.T.E.P. (Mathematics, Further Mathematics, Physics, Chemistry)

    • University of Cambridge

      -
      MA (Hons) Mathematics 2:1

  • Experience

    • HSBC

      Aug 2000 - Dec 2020

      Chief Financial Officer and member of the Executive Committee at HSBC Bermuda, a full service bank serving half the population. Managed relationships with the regulator and government. US$10 billion balance sheet. Head of Finance for 18 countries across Europe. Lead strategic analysis for the region (PBT of $1 billion), enhanced the governance and risk management, and transformed the operating model for the Finance function (from over 200 FTE under line management). Lead the controllership, reporting and analysis of the HSBC Group's largest entity (total assets c.$1 trillion). Support the European CFO in implementing a new operating model. Built and lead a consolidated North American financial reporting function. Lead the HSBC Group's US GAAP and SEC reporting; Financial Controller of the Holding Company Group. Technical compliance and training for the HSBC Group.

      • Chief Financial Officer, Bermuda

        Apr 2016 - Dec 2020

      • Chief Financial Officer, International Europe

        Nov 2013 - Dec 2020

      • Chief Accounting Officer, UK

        May 2009 - Nov 2013

      • Senior Manager, Office of the CFO

        Nov 2008 - Apr 2009

      • SVP, IFRS Close and Reporting

        Apr 2007 - Nov 2008

      • Head of US and Holding Companies' Reporting

        Dec 2003 - Apr 2007

      • Financial Accounting Manager, Group Accounting Policies

        Aug 2000 - Nov 2003

    • HSBC Armenia CJSC

      Nov 2013 - Jun 2020
      Non Executive Director (NED) HSBC Armenia

    • OOO HSBC Russia (RR)

      Nov 2013 - Jun 2016
      Non Executive Director (NED) HSBC Russia

    • HSBC Service Delivery (Polska) Sp. z o.o.

      Feb 2014 - Sept 2020
      Non Executive Director (NED) HSBC Service Delivery Poland

    • HSBC Insurance Bermuda Limited

      Mar 2017 - Apr 2020
      Non Executive Director (NED) HSBC Group Insurance Captive

    • CAF Bank Limited

      Mar 2021 - Jan 2024
      Chief Finance Officer & Director, CAF Bank

      CFO & Treasurer of CAF Bank Limited, holding SMF2 responsibilities; specialist bank serving the charitable sector. Executive Director.

    • Aurora Nexus

      Jan 2022 - Mar 2025
      Director & Trustee

      Chair of the Quality, People & Risk Committee; member of the Finance Committee.

    • Angel Advisory & Services Limited

      May 2024 - now
      Executive Director

      Short-term contracts providing advisory services to organisations as they navigate change; including strategic and financial planning, enterprise-wide risk management, investment strategy and policies/controls.

    • The Bank of London

      Nov 2024 - Feb 2025
      Interim CFO

      CFO and SMF2 for the world’s first purpose built global agency, clearing and transaction bank and a next-generation technology company.

    • SPANA

      Jan 2025 - now
      Trustee, Treasurer, Chair of the Finance & Audit Comittee

  • Licenses & Certifications

    • Chartered Accountant

      INSTITUTE OF CHARTERED ACCOUNTANTS IN ENGLAND AND WALES
      Nov 1998

    • SMF 2

      Financial Conduct Authority
      Apr 2021