Jonathan Wan, ACA, CFA

Jonathan wan, aca, cfa

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location of Jonathan Wan, ACA, CFALondon, England, United Kingdom
Phone number of Jonathan Wan, ACA, CFA+91 xxxx xxxxx
Followers of Jonathan Wan, ACA, CFA702 followers
  • Timeline

    Apr 2010 - May 2010

    Internship Trainee

    Mauritius Union Group
    Jul 2012 - Sept 2012

    Summer Internship

    The Mauritius Commercial Bank Ltd
    Jun 2013 - Jul 2013

    Summer Internship (Fund Raiser)

    Champions Life Academy
    Aug 2013 - Sept 2013

    Summer Internship

    Deloitte
    Jun 2014 - Aug 2014

    Treasury Summer Analyst

    Barclays Investment Bank
    Sept 2014 - Sept 2017

    Assistant Manager

    Deloitte UK
    Sept 2017 - Apr 2021

    Investment Management Finance Controller

    Morgan Stanley
    Apr 2021 - Oct 2022

    Finance Manager

    Columbia Threadneedle Investments EMEA APAC
    Current Company
    Oct 2022 - now

    Director, Finance And Accounting

    Longfellow Real Estate Partners
    London, England, United Kingdom
  • About me

    Finance & Accounting Director

  • Education

    • University of warwick

      2010 - 2014
      Master's degree mathematics, operational research, statistics and economics first class honours

      Activities 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 2010
      Internship trainee
    • The mauritius commercial bank ltd

      Jul 2012 - Sept 2012
      Summer internship
    • Champions life academy

      Jun 2013 - Jul 2013
      Summer internship (fund raiser)
    • Deloitte

      Aug 2013 - Sept 2013
      Summer internship
    • Barclays investment bank

      Jun 2014 - Aug 2014
      Treasury summer analyst
    • Deloitte uk

      Sept 2014 - Sept 2017
      Assistant 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 2021
      Investment 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 2022
      Finance 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 - now

      Heads up the operation of finance, accounting, compliance and fund administration

      • Director, Finance And Accounting

        Jan 2024 - now
      • Associate Director, Finance And Accounting

        Oct 2022 - Jan 2024
  • Licenses & Certifications

    • Chartered financial analyst (cfa) - first time passes

      Cfa institute
      View certificate certificate
    • Chartered accountant (aca) - first time passes

      Icaew
      Jul 2017
  • Honors & Awards

    • Awarded to Jonathan Wan, ACA, CFA
      Mauritius 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, CFA
      Special 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
      Warwick VolunteersAssociated with Jonathan Wan, ACA, CFA
    • President

      Issued by Amnesty International Mauritius Section on Jan 2008
      Amnesty International Mauritius SectionAssociated with Jonathan Wan, ACA, CFA
    • Mentor

      Issued by East London Business Alliance on Jun 2019
      East London Business AllianceAssociated with Jonathan Wan, ACA, CFA