Mufaddal Abbas
Toronto,ON
Summary
Driven, skilled and highly motivated Sr. Accounting, Finance, Investments, Administration & Business Functions professional with 9+ years of progressively combined and proven experience in a broad spectrum of dynamic areas. I aspire to help Citco Fund Services attain its goals by using my robust organizational skills, genuine passion for professional excellence and to use my keen interest in utilizing technology and automation tools to streamline process to improve the control environment.
Overview
4
4
years of professional experience
Work History
Vice President, Client Services
Citco Fund Services
08.2022 - Current
● Implemented a standardized data template for the team to provide inputs in order for the Client Services team to project revenues for the upcoming year
● Performed a verification of the Global P&L dashboard to ensure fund attributes were accurate and trained team members on how to upload the attribute template
● Created a standard upload template in Dynamo to update ROR and AUM on a monthly basis
Manager, Strategic Business Risk
Sun Life Global Investments (SLGI)
11.2020 - 08.2022
Achievements Snapshot
● Spearheaded a 35% increase in efficiency of review timelines. The enhanced process also resulted in “no comments” from the OSC
● Analyzed CLHIA guidelines, red flag criteria, past trends, and performed testing of the reports in Microsoft Excel and Tableau.
Manager, Operational Control
CIBC Mellon
12.2019 - 11.2020
● Successfully collaborated with the lines of business to support the SOC (Service Organization Control Report) planning, fieldwork, and tracking audit progress. Act as the conduit for Internal Audit and External Audit queries related to the SOC
● Proactively conducted regular meetings with the lines of business, Risk, Compliance, Audit and the senior management team at CIBC Mellon to discuss control testing results and action plans
● Identified new areas of risk by partnering with the business units and developed tests for testing
Education
Level II Candidate -
CAIA
08.2024
CPA -
Chartered Professional Accountants of Canada (CPA)
Toronto, ON01.2014
Bachelors Of Commerce - Accounting
Ryerson University
Toronto, ON12.2009
Skills
- ● Accounting Software: Business Vision, Peach Tree Accounting Software, SAP (Financial Accounting Module), Advent Geneva, ACCPAC Accounting Software, Simply Accounting, MANTRA
- ● Analytics: MicroStrategy, Tableau
- ● Finance Applications: MCH, Bloomberg, EAGLE Investment Systems
- ● Programming Languages: PL/SQL
- ● Applications: MS Word, Excel, Outlook, PowerPoint, Access 00-03, AutoCAD 2000, SharePoint
- ● Databases: MS Access 2000-03
Languages
English
Full Professional
Urdu
Native or Bilingual
Gujarati
Native or Bilingual
Arabic
Limited Working
Hindi
Professional Working
Timeline
Vice President, Client Services
Citco Fund Services
08.2022 - Current
Manager, Strategic Business Risk
Sun Life Global Investments (SLGI)
11.2020 - 08.2022
Manager, Operational Control
CIBC Mellon
12.2019 - 11.2020
Level II Candidate -
CAIA
CPA -
Chartered Professional Accountants of Canada (CPA)
Bachelors Of Commerce - Accounting
Ryerson University