Robert Whelan Email
Chief Financial Officer @ FNZ (UK) LTD
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Robert Whelan Location
- London, GB
Robert Whelan Work
- 2024 -now Chief Financial Officer @
- 2019 -2024 Non Executive role as Trustee and Board Director of NCB, a national children's charity @
- 2018 -2023 CFO and Board Director, HSBC Retirement Services Ltd @ HSBC Asset Management
- 2016 -2023 CFO, HSBC Alternative Investments Ltd (‘HAIL’) @ HSBC Asset Management
- 2015 -2020 CFO, UK Business @ HSBC Asset Management
- 2014 -2015 CFO Asset Management Europe @ HSBC Asset Management
- 2013 -2014 Head of Financial Planning and Analysis (FP and A) @ Insight Investment, London
- 2012 -2013 Director of Management Reporting @ RBC Investor Services, London
- 2010 -2011 Head of Executive Decision Support, Corporate and Institutional Banking @ RBS plc, London
- 2010 -2010 Corporate Business Performance @ Barclays Bank plc, London
- 2006 -2008 Director, UK Business @
- 2004 -2006 Finance Director UK @
- 2000 -2004 Associate Director (2003), Manager (2001) Assistant Manager (2000) - Americas Regional Controller @
- 1998 -2000 Treasury Manager @
- 1995 -1997 Management and Property Accountant @
Robert Whelan Education
- Cass Business School
Executive MBA with distinction (Strategy and Finance)
2006-2008 - Chartered Institute of Management Accountants
ACMA
1993-1995 - Business & Accounting Training
(Accounting)
1989-1991
Robert Whelan Skills
- Mergers & Acquisitions (M&A)
- Planning Budgeting & Forecasting
- Organizational Development
- Analytical Skills
- Restructuring
- US GAAP
- Strategic Planning
- Growth Strategies
- Transfer Pricing
- Business Valuation
- Risk Assessment
- Product Development
- Regulatory Reporting
- ICAAP
- Statutory Reporting
- Project Management
- Business Transformation
- Senior Stakeholder Management
- Project Appraisal
- Working Capital Management
- Regulatory Capital
- Business Strategy
- Business Development
- Business Process
- Asset Managment
- Financial Modeling
- Equities
- Investment Banking
- Financial Analysis
- Cash Management
- Risk Management
- Corporate Finance
- Financial Risk
- Financial Reporting
- Investments
- Financial Services
- Treasury
- Finance
- Valuation
- Financial Audits
- Banking
- Private Equity
- Management
- Strategy
- Accounting
- Strategic Financial Planning
- Forecasting
- Asset Management
- Financial Planning
- Portfolio Management
- Managerial Finance
- Equity
- Operations
Robert Whelan Summary
- Robert Whelan, based in London, GB, is currently a Chief Financial Officer at FNZ (UK) LTD. Robert Whelan brings experience from previous roles at National Children's Bureau and HSBC Asset Management. Robert Whelan holds a 2006 - 2008 Executive MBA with distinction in Strategy and Finance @ Cass Business School. With a robust skill set that includes Mergers & Acquisitions (M&A), Planning Budgeting & Forecasting, Organizational Development, Analytical Skills, Restructuring and more. Robert Whelan has 2 emails on RocketReach.
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