Sai Man

About Sai Man

Financial and actuarial executive with 25+ years of experience across global insurance, investment institutions, and mission driven nonprofits. Fellow of the Society of Actuaries and Chartered Financial Analyst charterholder with deep expertise in cash flow forecasting, liquidity management, investment strategy, capital planning, and enterprise risk oversight.Proven CFO and senior finance executive, partnering with boards, CEOs, and executive teams to strengthen financial insight, investment governance, and capital strategy in support of sustainable performance and strategic growth. Experience includes formalizing investment policy frameworks and liquidity management structures that integrate cash flow forecasting, working capital efficiency, and portfolio allocation to optimize capital deployment and long horizon returns. Lead rating agency engagement, audit readiness, regulatory oversight, and enterprise risk governance.Across sectors, align financial stewardship with organizational purpose, whether enhancing shareholder value, protecting policyholders, or advancing mission impact. Nonprofit leadership includes donor analytics, CRM governance, fundraising strategy, reserve planning, and transparent reporting that strengthens donor trust and long term sustainability.Known for building trusted relationships across boards, investors, regulators, and advancement leaders, translating complex financial and actuarial analysis into clear strategic direction. Built scalable financial infrastructure and capital frameworks that support disciplined expansion and margin improvement.Professional Designations• Fellow, Society of Actuaries• Chartered Financial AnalystCore Expertise• Asset Liability and Capital Allocation Strategy• Investment Oversight and Portfolio Construction• Liquidity Strategy and Reserve Planning• Board Reporting and Governance Infrastructure• Rating Agency and Audit Coordination• Enterprise Risk and Capital Frameworks• Model Risk Management and Assumption Governance• Donor Analytics and Revenue Forecasting• Long Term Financial Projection Modeling• Leadership of Multidisciplinary Finance and Technology TeamsIndustry ExperienceLife, annuity, health, pension & longevity risk transfer, group life, disability, fixed income and structured products, alternative assets, nonprofit grant management, fundraising campaigns and donor analysis.Technical PlatformsMG ALFA, AXIS, Prophet, MoSes; Tableau, Power BI, Alteryx; Bloomberg, Yield Book; Python, C++, R; Excel; Virtuous CRM; Intuit (QuickBooks TurboTax, Mailchimp).

Experience

1. Chief Financial Officer & Chief Investment Officer (CFO & CIO)

   Kairos Benevolence Fund

   Jun 2025 — Present · US

   Serve as the executive leader of finance, investments, and capital strategy for a national nonprofit supported by 1,600+ donors and $4 million in contributions. Advise the CEO and Board on enterprise strategy, governance, and long-range financial planning. Architect scalable financial systems and investment frameworks to support disciplined growth and sustained mission impact.Highlights:• Provide executive leadership across finance, investments, fundraising analytics, and governance, ensuring faithful stewardship of donor resources and alignment with mission impact.• Designed and implemented KBF’s formal Investment Policy Statement (IPS), establishing asset allocation ranges, liquidity tiers, risk parameters, spending policy, and governance oversight for operating and mission designated funds.• Structured portfolio framework across short term operating reserves and longer duration mission capital, integrating cash flow forecasting with strategic capital deployment.• Advise the CEO and Board on liquidity management, grant funding capacity, donor concentration risk, and sustainable payout strategy.• Developed donor analytics, campaign performance dashboards, and data-driven insights to support giving growth, corporate partnerships, and advancement strategy. • Strengthen organizational infrastructure through enhanced technology integration, business planning, forecasting, KPI dashboards, and streamlined reporting.• Represent KBF externally in investment and actuarial meetings, as well as national industry conferences.

Education

• University of Manitoba

  B.Commerce, Actuarial Management Science