Steve Umpelby

Background

About Steve Umpelby

I am a versatile CFO with decades of global financial services experience, demonstrating commercial, strategic and operational acumen in highly regulated environments, driving fundamental business and cultural changes in renowned and specialist organisations, such as Fidelity International, Compagnie Financière Tradition, Capital Dynamics, Greencoat Capital and Sigma Broking Limited. Adept at driving effective decisions, I have resided on several boards, Exco's and chaired risk committees, steering strategic agendas that support growth aspirations and efficiencies. Thriving in dynamic cultures, I rise to any challenge, seeing the bigger picture and stabilising organisations to reverse losses, return to profit and enable successful company sales. Over the years, I have played a pivotal part in several M&A transactions, handling the due diligence process and ensuring timely completion. As a change advocate, I transform businesses from the inside out, embedding robust governance, processes, systems and cultures that revolutionise ways of working and deliver tangible results. Having navigated complex regulatory landscapes for many years in multiple countries, I am well versed in engaging with regulators, restoring trust and safeguarding regulatory compliance. I partner with business stakeholders, acting as a counsel and advisor to steer the strategic direction, restoring confidence and stabilising companies, ready for future scaling or exit. I promote data-driven decision-making, providing MI and accurate insights that strengthen the organisational position. I am always open to making new connections, exploring opportunities or sharing best practice, so contact me to discuss how I can add value to your organisation and drive it forward in complex and competitive markets.