Akhil Uday

Chartered Accountant

Treasury | Financial Reporting | Investment Banking

🇮🇳 Indian National 🚗 Valid Qatar License ✓ Resident Visa (Valid Until 2027)

Professional Summary

Performance-driven Finance Professional with a distinguished background as a Chartered Accountant (CA) complemented by robust expertise in Treasury Management, Investment Banking and Financial Reporting. Adept at delivering insights and data-driven financial solutions, with an ability to lead critical projects in cash flow optimisation, asset management, and financial planning & analysis (FP&A). Proficient in liquidity management, cash flow optimization, and strategic financial planning to enhance organizational fiscal health.

Professional Experience

Treasury Analyst

QIC Asset Management LLC (Qatar Insurance Group) | Doha, Qatar
March 2025 – Present
  • Oversee the strategic deployment of internal cash reserves and short-term liquidity for QIC Group entities, managing an aggregate liquidity pool of over USD 500Mn to ensure optimal capital preservation and yield across the Group
  • Involved in managing specialized Money Market Funds for institutional investors and family offices, currently over USD 500Mn in AUM
  • Oversee daily cash positions, prepare short- and long-term cash forecasts, and optimize liquidity to meet operational and investment needs
  • Monitor financial risks, recommend mitigation strategies, and ensure compliance with regulatory requirements and internal controls
  • Maintain relationships with banking partners, negotiate terms, and manage cash transactions, payments, and financing arrangements
  • Utilize treasury management systems to streamline processes, enhance reporting, and improve overall operational efficiency

Consultant

Old Doha Port (Supreme Committee for Delivery and Legacy) | Doha, Qatar
May 2023 – December 2024
  • Develop and manage the port's financial forecasts, budgets, and long-term financial plans to support strategic growth and operational efficiency
  • Oversee cash flow operations, ensuring optimal liquidity levels for port activities, including operational expenses, capital projects, and debt servicing
  • Analyze operational and capital expenditures, identify cost-saving opportunities, and implement measures to enhance financial performance
  • Prepare and present timely and accurate financial reports, including profit and loss statements, balance sheets, and cash flow statements
  • Manage banking relationships, oversee payment processing, and optimize financing strategies for infrastructure development
  • Lead internal audits and ensure the implementation of strong financial controls to safeguard assets

Investment Banking and Real Estate Advisory - Intern

QInvest LLC | Doha, Qatar
July 2022 – August 2022
  • Conduct detailed market research, analyze industry trends, and compile data on real estate investments
  • Assist in building and updating financial models, including valuations, discounted cash flow (DCF) analysis, and comparables
  • Support the due diligence process by gathering and reviewing financial statements, legal documents, and operational data
  • Participate in client calls and meetings, preparing summaries and developing materials to address client needs
  • Assist in tracking and analyzing real estate portfolios, including rent rolls, property valuations, and performance metrics

Article Assistant

Joseph and Rajaram Chartered Accountants | Chennai, India
September 2018 – October 2021
  • Participated in statutory, limited review, and tax audits for listed Fertilizer and Logistics companies
  • Prepared financial statements, computed taxes, and handled financial areas such as inventory, trade payables, and loans for clients

Professional Certifications

Financial Modeling & Valuation Analyst (FMVA)®
Corporate Finance Institute, Canada
Financial Planning and Wealth Management Professional (FPWMP)®
Corporate Finance Institute, Canada
Capital Markets & Securities Analyst (CMSA)®
Corporate Finance Institute, Canada

Education

Chartered Financial Analyst
CFA Institute (USA) - Level 1 Candidate
May 2026
Chartered Accountant
Institute of Chartered Accountant of India
2024
Bachelor of Commerce (Accounting and Finance)
University of Madras
2020