Matterwise Practical Expertise for Middle and Back Offices and beyond |
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| Functional expertise regarding FX exposures: identifying, reporting efficiently, and hedging, but also defining strategy from first principles, considering how FX interacts with accounting and tax (all sectors). |
Recognise the importance of getting basics done well, such as reconciliations, static data management, and bookkeeping entries, and can make them happen. |
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| Wide experience of derivatives and commodity contracts from NDFs and oil futures to CDSs and Cocoa Futures Arbitrage. |
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Create straight-through processes avoiding duplication. |
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| Deep experience of most middle and back office functions, and an understanding of how they fit together: Daily, Monthly and Annual Accounting, Reporting Risks etc. |
Clear up messes with enthusiasm and support start-ups/major expansions with energy. |
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| Exceptional knowledge of data structures to design efficient use of computers, whether existing systems or bespoke. |
Pass knowledge on to your staff from Day 1 to maintain your gains after end of assignment. |
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| Understanding accounting rules and double entry bookkeeping from first principles. |
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Define, specify, and test system elements from tiny upwards, and work directly with your programmers. |
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| Knowledge of related functions so particularly valuable for matters which cover multiple functions, or tend to fall between functions. |
Hands-on where commercially justified E.g. to understand issues, and then delegate to your staff to provide solution at lowest cost for you. |
Apply sharp analysis (comprehensive, objective, quick) to problems in any field to enable relevant group/individual to choose lasting solutions, especially when no solution is cost-free. |
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And here is a by-product from one engagement: A tool to align items from overlapping lists. Cost just USD20 for lifetime usage. |
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