
Timeline
About me
Finance & Accounting Director
Education

University of warwick
2010 - 2014Master's degree mathematics, operational research, statistics and economics first class honoursActivities and Societies: Secretary of the Statistics Department Student Staff Liaison Committee, Vice-President of Mauritian Society, Events Organiser of MORSE Society, Project Leader in Warwick Volunteers, Helper for Orientation 2011 and 2013, Member of the Statistics Department Student Staff Liaison Committee Dissertation Title: An Application of Bayesian Forecasting in Fuel Economy (see Project section below)
Experience

Mauritius union group
Apr 2010 - May 2010Internship trainee
The mauritius commercial bank ltd
Jul 2012 - Sept 2012Summer internship
Champions life academy
Jun 2013 - Jul 2013Summer internship (fund raiser)
Deloitte
Aug 2013 - Sept 2013Summer internship
Barclays investment bank
Jun 2014 - Aug 2014Treasury summer analyst
Deloitte uk
Sept 2014 - Sept 2017Assistant manager Managed audit engagement teams of 5+ associates from planning to signing of accounts for clients across multiple locations and industries. Experienced in all aspect of audit engagement, including going concern assessment, process walkthroughs, identification of risks of material misstatements, and recommendation of controls surrounding those risks and resolution matter. Key high-profile engagements (client - turnover): International (Walgreens Boots Alliance - £23bn+), Private Market (Bakkavor Group - £1.6bn), FTSE100 (Barratt Development - £3.7bn). Show less

Morgan stanley
Sept 2017 - Apr 2021Investment management finance controller Provided oversight of EMEA IM Business Unit’s financial and non-financial performance, both in the public (Equity, fixed income and multi-assets investments) and private side business (real estate, infrastructure and private credit/equity). Monthly reforecasting, reporting and presentation to Senior Management (EMEA COO, Regional Heads of Sales), Senior Executive Operative Committee and Board of Directors of MSIM legal entities. Prepared annual budget of legal entities and management reporting, including stress testing for ICAAP process. Designed a revolutionary model for country-by-country profitability metric for the Country Heads of Sales. Managed up to 2 direct reports within the team and provided performance evaluation, mentoring, and career guidance. Spearheaded transition of IM BU’s accounting system as part of firmwide system transition. Halved month-end process time through innovative personal initiatives, including revamping the process for cash identification and invoice processing. Show less

Columbia threadneedle investments emea apac
Apr 2021 - Oct 2022Finance manager Initiated, led and transformed the regional management reporting process into a globally consistent process, achieving significant efficiencies and synergies during month-end and quarterly processes, cutting down process time by half. On top of heading up the EMEA Management Reporting function, I took on an additional role as the North America Management Reporting Lead, transforming my role into a Global Management Reporting Lead. Hired, built and managing a team of 4 to operate under the new global operating model. Managing the team in delivering monthly and quarterly financial reporting, including consolidation of Forecasts/Plan, Flows and AUM. Prepared briefings and commentaries for Global Head of Lead Finance Office for presentation to Ameriprise’s CFO for Investor Call. Monthly and quarterly financial reporting and presentation to EMEA CEO, Business Management Committee, EMEA Fund Boards and the external auditors. Led the financial reporting side of BMO Asset Management (pre- and post-integration with CTI). Show less

Longfellow real estate partners
Oct 2022 - nowHeads up the operation of finance, accounting, compliance and fund administration
Director, Finance And Accounting
Jan 2024 - nowAssociate Director, Finance And Accounting
Oct 2022 - Jan 2024
Licenses & Certifications
- View certificate

Chartered financial analyst (cfa) - first time passes
Cfa institute 
Chartered accountant (aca) - first time passes
IcaewJul 2017
Honors & Awards
- Awarded to Jonathan Wan, ACA, CFAMauritius National Scholarship Government of Mauritius Jan 2010 - Ranked 4th overall in Mauritius at the 2009 A-level examinations.- Ranked 8th in the subject Accounting in Mauritius at the 2009 A-level examination.
- Awarded to Jonathan Wan, ACA, CFASpecial Prize Mon Desert Mon Tresor Sugar Estate 2009 For outstanding performance at the national speaking competition
Volunteer Experience
Project Leader
Issued by Warwick Volunteers on Mar 2011
Associated with Jonathan Wan, ACA, CFAPresident
Issued by Amnesty International Mauritius Section on Jan 2008
Associated with Jonathan Wan, ACA, CFAMentor
Issued by East London Business Alliance on Jun 2019
Associated with Jonathan Wan, ACA, CFA
Languages
- enEnglish
- frFrench
- crCreoles and pidgins, french-based
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