Talal Tashfeen

Financial ControllerFull Time

• Job Details:• Reporting to the CFO. • Front line for managing client month-end reporting and Finance regulatory compliance. • Accountable for managing external audits and the internal controls program. • Responsible for the multi-year budgeting and forecasting process.

Corporate Accounting ManagerFull Time

• Job Details:• Led a team across 2 countries overseeing the full accounting cycle, financial reporting (IFRS), and regulatory compliance (Canadian Investment Regulatory Organisation, Ontario Securities Commission) for Fidelity Investments Canada and Fidelity Clearing Canada. • Developed and maintained strong relationships with business partners and cross-functional teams, having effective collaboration and improved communication, resulting in a 25% reduction in time spent on collecting information. • Created efficiencies through automation and elimination of journal entries and redundant processes, saving 100+ hours every month. • Leveraged Microsoft Excel to design comprehensive financial dashboards, enabling real-time tracking of KPIs and reducing report preparation time by 30%. • Managed the month-end and year-end close processes four years in a row, ensuring accurate and timely financial reporting, and successful external and regulatory audits. • Documented accounting policy and set up processes for new business lines (Crypto, Digital Assets, Private Wealth, Investly). • Pivotal role in the SOX project documenting processes, risks and providing recommendations to improve inputs from the business into the financial statements. • Set up executive presentations using PowerPoint, effectively conveying financial insights to senior executive management, leading to 15% enhanced decision-making efficiency during quarterly meetings.

Finance ManagerFull Time

• Job Details:• Managed day-to-day accounting and financial operations for the Saudi office~ a portfolio of $14M USD. • Built relationships with the banks and clients, achieving effective accounts reconciliation and new business for the firm culminating in Days Sales Outstanding (DSO) reduced from 182 to 147 days. • Implemented automation, including digital filing, monthly financial package and cash flow forecasts, resulting in more than 30 % efficiency and over 22+ hours saved per month. • Monitored cash positions correctly anticipating future needs and repatriation of funds when surplus arises. • Successfully collaborated with the external auditors for completion of financial year end external audit and a Tax audit by the General Authority of Zakat and Tax. • Provided pricing and financial guidance to Partners to help clear aged Work in Progress (WIP) and improve profitability.