Chartered Accountant @
Canadian Institute of Chartered Accountants
Puneet is a seasoned risk management professional, with over 9 years of experience serving the financial services industry in Canada, the United States and the Caribbean. Puneet’s experience includes working directly with the executive and senior management team of large and mid-tier banks, global insurance organizations and local regulators including Office of the Superintendent of Financial Institutions
Puneet is a seasoned risk management professional, with over 9 years of experience serving the financial services industry in Canada, the United States and the Caribbean. Puneet’s experience includes working directly with the executive and senior management team of large and mid-tier banks, global insurance organizations and local regulators including Office of the Superintendent of Financial Institutions (OSFI) and the Federal Reserve Bank (FRB). Further, Puneet has significant experience working to establish strategy and enhance processes for the corporate treasury functions of multi-national corporations. Puneet has established eminence in the global marketplace and is received as a thought-leader in the areas of risk strategy, risk governance, enterprise and financial risk management, treasury and internal audit. As part of this experience, Puneet has assisted in managing and organically growing a multi-million dollar portfolio for the risk advisory services of a large professional services firm in the Canadian and US marketplace.
Puneet is a designated Chartered Accountant and Chartered Professional Accountant, a committee member of the Risk Management Association Toronto chapter, and an active speaker in risk management and treasury conferences.
Governance, Risk and Regulatory Manager and National Corporate Treasury Subject Matter Leader @ From 2008 to Present (7 years) National Treasury Practice Program Director @ With today’s evolving regulatory and business environment, characterized by multi-national operations, more complex financial transactions, and greater emphasis on maintaining adequate levels of liquidity, organizations require increased capabilities within their treasury function to deliver optimal risk management solutions to the business along with funding strategies to enable organizational growth.
Deloitte has a dedicated Canadian Treasury practice to meet these increasing needs, enabling Treasurers, CFOs and finance executives to optimize their treasury capabilities. The Canadian Treasury practice is uniquely positioned to serve its clients, as it is comprised of treasury professionals across all Deloitte service lines (Enterprise Risk Management, Financial Advisory Services, Consulting, Audit and Tax), thereby blending the appropriate skill sets, backgrounds and experience, and harnessing the depth and breadth of Treasury expertise across the firm to meet its clients’ needs.
Through deploying multi-disciplinary teams and going to the market with industry tailored strategies, Deloitte’s Canadian Treasury practice is able to deliver customized solutions, including a comprehensive treasury health check, across the following areas:
• Financial risk management
• Liquidity management
• Cash management and working capital
• Capital structure and funding
• Valuations, accounting and tax
• Treasury transactions (e.g. financial close, consolidation and other treasury back office process optimization).
Deloitte’s practitioners are equipped to leverage their diverse experience to provide a holistic approach in improving the overall health of their clients’ treasury function, and enhance current practices to shift its mandate from a perceived cost centre to a value enabler in the organization. From 2008 to Present (7 years) Analyst @ From 2007 to 2008 (1 year) Toronto, Canada Area
Honours BBA, Accounting @ Wilfrid Laurier University From 2003 to 2007 Chartered Accountant @ Canadian Institute of Chartered Accountants Puneet Chattree, CPA, CA is skilled in: Risk Management, Financial Risk, Capital Markets, Governance, Valuation
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