Umar Manzar

UMAR MANZAR 706 Sundew Drive, Waterloo, ON·--· LinkedIn Profile Director FP&A Sales, Ceridian SUMMARY Seasoned finance executive with over 12 years of international experience and a proven ability to eliminate operational issues, drive profitability and face challenges head-on. Operates well in a highly competitive environment in which leadership skills, collaboration and working under pressure are a key to success. Areas of expertise include stakeholder management, financial planning & analysis (FP&A), strategic planning and corporate finance. SKILLS ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ CFA (Chartered Financial Analyst) charter holder and a bachelor’s degree in business administration. 12+ years of strong FP&A experience and strategic consulting experience in global organizations. Proven experience leading a multi-unit budget and forecast managing multiple stakeholders. Demonstrated experience linking business requirements to corporate needs utilizing the appropriate level of detail to provide consistent, reliable analysis. Communication and presentation skills - outstanding verbal and written communication skills with experience communicating complex concepts in a concise and clear manner with all stakeholders. Creative and solution oriented. Vastly experienced as a Process Excellence (PEX) problem solver and managed complex operational, financial, and technological projects. Organizational skills and ability to work in fast-paced environments- excellent management, collaboration and teamwork skills which have enabled me to deliver timely results in challenging environments. Deep interest and experience of working with various levels of the organization while performing research, defining new policies, testing new procedures, and transferring knowledge to other team members. Strong mentoring and coaching experience with superior team-management skills. Ability to influence and engage direct and indirect reports and peers. IT skills and data analytics- advanced skills in MS Office (particularly MS Excel and PowerPoint), Visual Basic and Tableau. PROFESSIONAL WORK EXPERIENCE Freelance Finance Executive – WATERLOO, CANADA Fractional CFO for Law Offices of Shannon P. McNulty ▪ ▪ ▪ Jun 2021 – to date Assist in formulating the company’s future direction through providing input on the company’s business plan, financial and tax strategies, budgeting, and forecasting. Developing performance measures that support the company’s strategic direction. Preparing and distributing monthly partnership financial reports, including productivity and financial statements. Investment research services for MoneyWiseSmart and InvestorScene ▪ ▪ Serving as subject matter expert in equity research. Analyzing and issuing research on the global economy and financial markets. Researching companies, particularly in terms of their financial functioning and issuing stock recommendations. UBS AG – ZÜRICH, SWITZERLAND Feb 2014 – Mar 2021 Director Mar 2019 – Mar 2021 ▪ ▪ ▪ ▪ ▪ Led a global team to deliver financial results and business analysis in a timely and value-enhancing manner. Was responsible for making investment decisions and allocating ~200-300mCHF across the sectors in the function. Took the lead in the three-year strategic planning and budgeting process. Worked with management to ensure congruency between function, business units and segment performance measures. Oversaw the development and consolidation of rolling forecast and supported senior management in decision-making. Page 1 of 2 ▪ ▪ ▪ Established and monitored internal financial controls, cost drivers, and efficiency potential. Identified opportunities to improve cost management and financial controlling procedures, templates, and products. Reviewed and challenged financial budgets and forecasts after analyzing the business cash flow and capital needs. Business Strategist Feb 2017 – Feb 2019 ▪ ▪ ▪ ▪ ▪ Performed quantitative analyses of historic and expected future spend using economic as well as financial data by applying spreadsheet modeling techniques. These analyses highlighted areas in which the function can improve its profitability in the prevailing macroeconomic environment. Created financial reports and presentations that were discussed with the Group CEO on a quarterly basis. Evaluated new projects and investment opportunities after calculating the NPV (using projected cash flows, discount rates, yearly expected changes in revenues and expenses and payback periods) for each project. Led the coordination of deliverables in various finance core processes and projects such as budgeting, operating and strategic planning deliverables. Prepared presentations and various financial analyses which assisted strategic and tactical business decision-making of Global Function Head and the Executive Committee. Business Controller Feb 2014 – Jan 2017 ▪ ▪ ▪ ▪ ▪ ▪ Analyzed Treasury revenue projections/actuals development and prepared recommendations on how cash reserves can be invested. This assisted senior management in making investment decisions. Responsible for delivering Group Treasury monthly forecast and explaining deviations to the senior management, in collaboration with External Reporting. Interacted with stakeholders from Treasury to gather information and analyze the drivers of Leverage Ratio Denominator (LRD) and Risk Weighted Asset (RWA). Prepared presentations for CC CFO detailing the drivers behind credit and market risk and how equity, fixed income and options can be used to optimize the Treasury portfolio. Created reports for the senior management analyzing and comparing RWAs, LRDs, Capital Adequacy ratios (CAR) and Liquidity Coverage ratios (LCR) to plan and actuals. Prepared and delivered presentations and reports for senior management committees (monthly and quarterly analysis for the CC Executive Committee, Finance Executive Committee, Group Executive Board and Management Discussion & Analysis) Managed the implementation and execution of the externally disclosed 2.1 bn CHF cost savings initiative within the Corporate Center in collaboration with senior partners in Group Strategic Planning and External Relations. DHL Nov 2009 – Jan 2014 Global Controller Basel, Switzerland Dec 2010 – Jan 2014 ▪ ▪ ▪ ▪ Monitored the global risks & opportunities faced by the organization, performing EBIT (Earnings before Interest & Taxes) VAR (Value at Risk) analysis using advanced statistical simulations and presented findings to the Global CFO. Conducted due diligence investment analysis to verify a diverse array of global investment projects submitted by the countries from real estate improvements to air/ocean/road fleet management. Prepared and presented investment business cases to the Investment Board headed by the CEO. Coordinated the implementation of the Gross Profit Sharing (GPS) methodology in 65 countries globally . Finance Freight Analyst, Bonn, Germany Nov 2009 – Nov 2010 ▪ ▪ Managed the restructuring project proposals, in Europe and presented the Investment Business cases to the CFO. Oversaw intra-Europe Investment Projects reporting and monthly reporting to the senior management. EDUCATION Chartered Financial Analyst (CFA) charter holder, CFA Institute, USA Bachelor of Business Administration (BBA), NUST Business School, National University of Science & Technology, Pakistan - Specialization in Investment Management & Finance (WES Canadian Equivalency Summary: Bachelor’s degree) ACTIVITIES ▪ ▪ ▪ ▪ Following financial markets and the world economy. Member, Toastmasters International. Volunteer work in AIESEC, the world’s largest student driven non-profit organization. Sports and fitness- working out, cricket, soccer, and skiing. Page 2 of 2