Experience

Hong Kong Academy

• Hong Kong
• Primary and Secondary Education
• 1 - 100 Employee

• Chief Financial Officer

  • Oct 2009 - Present

  Chief financial and operations officer of one of Hong Kong’s most progressive, private, international schools. Reporting to the Head of School and ex-officio member of Board of Trustees. Duties include development and oversight of the finance and operations team; financial reporting; cash flow and treasury functions; internal controls; audit; IT; human resources; procurement; budgeting and planning. Led major initiatives with Board of Trustees and senior management including development of 5-year operations growth plan as part of the school's strategic plan. Formulated and executed major parts of a HKD 700 Million capital funding plan for the construction of new campus opening in 2013. All elements of funding now completed or near completion including: individual and corporate debentures; capital levies; government and commercial loans; and a major gifts campaign. Led the refurbishment and move to school’s interim campus over the summer of 2010. Participated as Steering Committee and Chair for recent school accreditation process. Show less



Canadian International School of Hong Kong

• Hong Kong

• BOARD MEMBER / FINANCE COMMITTEE MEMBER / FUNDRAISING COMMITTEE CHAIR

  • Jan 2002 - Sep 2009

  Voluntary position on non-executive governing board. An active role in setting the school's strategic direction and providing guidance to Head of School and senior team. Member of the Finance Committee from 2004 to 2009. From 2003 to 2005, chaired the Fundraising Committee tasked with HK$120 Million funding of the school's new Performing Arts Center. Voluntary position on non-executive governing board. An active role in setting the school's strategic direction and providing guidance to Head of School and senior team. Member of the Finance Committee from 2004 to 2009. From 2003 to 2005, chaired the Fundraising Committee tasked with HK$120 Million funding of the school's new Performing Arts Center.



Kids Clubs International Ltd

• Shenzhen, Guangdong, China

• INVESTOR / NON-EXECUTIVE DIRECTOR

  • Jul 1998 - Sep 2009

  Provided comprehensive advice during incubation, start-up and growth of a four-unit English kindergarten business in Shenzhen. Actively advised on business plan creation and initial launch, attracting RMB 16 Million in private equity capital. Continue to assist with curriculum development, location selections, ongoing operations and strategy development. Provided comprehensive advice during incubation, start-up and growth of a four-unit English kindergarten business in Shenzhen. Actively advised on business plan creation and initial launch, attracting RMB 16 Million in private equity capital. Continue to assist with curriculum development, location selections, ongoing operations and strategy development.



Gotham City Concepts Ltd

• Hong Kong

• MANAGING DIRECTOR / CFO

  • Apr 1998 - Sep 2009

  Major investor and operating partner in the Fat Angelo's restaurant group. Developed the concept from initial idea to business plan though start-up and growth to multiple units. Led 200-person workforce and held full P&L responsibility with one other Managing Partner. Directed strategic, financial and operational planning. Oversaw all business development, marketing, human resource, IT, financial, legal and administrative affairs of the Group. Led senior management team in developing the business and achieving goals. Specific Results: Nurtured company from infancy to recognition as a leading casual restaurant brand with 5 locations in Hong Kong and HK$66 Million revenue; Raised HK$18 Million of private equity financing and HK$14 Million of bank financing; Multiple years of +30% ROE allowing growth to be financed internally; Developed and implemented an integrated PC-based IT strategy including point-of-sales, payment processing, product costing, inventory control, payroll, financial reporting and budgeting systems; Led development of all policies, procedures, staff training and evaluation systems. Show less