Moazzam Sardar
Financial Controller @Multrees Investor Services
Signup · Get unlimited contacts
WORK HISTORY
Financial Controller @Multrees Investor Services
Edinburgh, GB
Ensure high quality accounting and compliance by managing the Finance controls environment and developing this in line with internal and external regulations.• Responsible for a sharp quarter end close and development of strong management reporting tools.• Prepare financial and related information to the Audit and Risk and Remuneration Committees and the Board of Directors.• Responsible for finance reporting requirements and Regulatory capital monitoring and reporting and associated policies.• Set and monitor finance policies, judgmental accounting areas and Present to Exec and Governance where required• Prepare, obtain approval from the Exec and Governance, monitor and report on the annual budget and forecasting including the annual salary review process• Analyse, understand sales plans in relation to fee and price impacts, provide input and analysis for sales prospect fee schedules.• Develop and improve processes for P&L tracking, working with department leads to understand their needs, provide monthly and quarterly MI on progress• Review client and strategic procurement relationships and ensure appropriate due diligence is performed.• Create robust forecasting scenarios across P&L/capex/cashflow, working as a partner with the Exec and the wider business to ensure that all strategic imperatives are considered.• Oversee AR, AP and Payroll, enforcing credit policy, reviewing the pay run and payroll and ensuring correct governance in these processes is followed at all times.• Oversee the revenue process from inception of fee schedules to calculation and collection of fees. Improve processes to decrease time to collect.• Project manage any Finance changes, and project participation across Change programme, including developing processes as required,• Prepare Annual Report and Financial Statements and the year end audit files and for review by external auditors, liaise with same to bring about a successful year end process.
EDUCATION
Heriot-Watt University
MA (Hons) , Accountancy and Finance
ACCA
Chartered Certified Accountant
Edinburgh College
Highers, Accounting (A), Mathematics (A) and Business Management (B)
ABOUT MOAZZAM SARDAR
I’m an ACCA Fellow and Financial Controller with 14+ years of progressive experience across financial services, FCA-regulated firms, and growth-focused environments.At Multrees Investor Services, I manage a high-performing finance team responsible for FCA compliance, statutory and management reporting, budgeting, audit, cash flow, payroll, and board-level insight. I’ve successfully delivered multiple year-end audits, improved forecast accuracy, automated MI using Power BI, and helped shape strategic financial decisions at senior level.My core strengths lie in balancing strong financial control with commercial insight - whether optimising operational costs, analysing fee pricing, or partnering with business units to drive growth.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.