Danielle Warren-Smith
Advisory Board Member at Travengers AU- Claim this Profile
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Bio
Experience
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Travengers AU
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Australia
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Travel Arrangements
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1 - 100 Employee
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Advisory Board Member
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Apr 2021 - Present
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South African Women's Network
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Sydney, New South Wales, Australia
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Founder
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Feb 2016 - Present
As someone who has lived in London, Shanghai, South Africa and Sydney, I know firsthand the challenges that women face both personally and professionally when starting again in a new country and leaving family, friends and everything they know behind. I established this network for women to connect, support their businesses, share their stories and support one another. We meet regularly and welcome both members of the network and guest speakers to share their stories and expertise with… Show more As someone who has lived in London, Shanghai, South Africa and Sydney, I know firsthand the challenges that women face both personally and professionally when starting again in a new country and leaving family, friends and everything they know behind. I established this network for women to connect, support their businesses, share their stories and support one another. We meet regularly and welcome both members of the network and guest speakers to share their stories and expertise with us. Show less As someone who has lived in London, Shanghai, South Africa and Sydney, I know firsthand the challenges that women face both personally and professionally when starting again in a new country and leaving family, friends and everything they know behind. I established this network for women to connect, support their businesses, share their stories and support one another. We meet regularly and welcome both members of the network and guest speakers to share their stories and expertise with… Show more As someone who has lived in London, Shanghai, South Africa and Sydney, I know firsthand the challenges that women face both personally and professionally when starting again in a new country and leaving family, friends and everything they know behind. I established this network for women to connect, support their businesses, share their stories and support one another. We meet regularly and welcome both members of the network and guest speakers to share their stories and expertise with us. Show less
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Seer Data & Analytics
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Australia
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Information Technology & Services
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1 - 100 Employee
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Finance and Operations Lead
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Jan 2022 - Aug 2022
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Gemi Investments
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Australia
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Investment Management
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1 - 100 Employee
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Finance Manager
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Aug 2020 - Jan 2022
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EarlyBirds
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United States
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Information Services
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1 - 100 Employee
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Consultant
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May 2020 - Jan 2022
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BEAM Corp
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Australia
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Investment Banking
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Corporate Advisor
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Aug 2019 - Apr 2020
• Working with the CEO to deliver bespoke corporate advisory solutions to clients • Financial modelling of scenarios, budgets and forecasts and stress testing models and forecasts. • Review and assessment of valuation models. • Preparation of client presentations to communicate strategy and facilitate decision making. • Stakeholder management including CEOs and founders of businesses as well as tax and legal advisers. • Working with the CEO to deliver bespoke corporate advisory solutions to clients • Financial modelling of scenarios, budgets and forecasts and stress testing models and forecasts. • Review and assessment of valuation models. • Preparation of client presentations to communicate strategy and facilitate decision making. • Stakeholder management including CEOs and founders of businesses as well as tax and legal advisers.
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Equity Partners Management
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Australia
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Investment Management
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1 - 100 Employee
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CFO
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Feb 2017 - Oct 2019
• Responsible for the finance function of the private equity business including month end processes and reporting. • Preparation of Fund, Management and AFSL companies monthly, quarterly and annual accounts and reports, cashflows and budgets. • Preparation of annual financial statements and tax returns. • Preparation of investment valuations and quarterly reporting to investors. • Regulatory compliance - ATO, ASIC, AML and AFSL. • Stakeholder management including investors… Show more • Responsible for the finance function of the private equity business including month end processes and reporting. • Preparation of Fund, Management and AFSL companies monthly, quarterly and annual accounts and reports, cashflows and budgets. • Preparation of annual financial statements and tax returns. • Preparation of investment valuations and quarterly reporting to investors. • Regulatory compliance - ATO, ASIC, AML and AFSL. • Stakeholder management including investors, senior leaders of investee companies, auditors, tax and legal advisers. • Management of the process for stand-alone private equity transaction including establishing new trusts, compliance for new investors, trust reporting. Show less • Responsible for the finance function of the private equity business including month end processes and reporting. • Preparation of Fund, Management and AFSL companies monthly, quarterly and annual accounts and reports, cashflows and budgets. • Preparation of annual financial statements and tax returns. • Preparation of investment valuations and quarterly reporting to investors. • Regulatory compliance - ATO, ASIC, AML and AFSL. • Stakeholder management including investors… Show more • Responsible for the finance function of the private equity business including month end processes and reporting. • Preparation of Fund, Management and AFSL companies monthly, quarterly and annual accounts and reports, cashflows and budgets. • Preparation of annual financial statements and tax returns. • Preparation of investment valuations and quarterly reporting to investors. • Regulatory compliance - ATO, ASIC, AML and AFSL. • Stakeholder management including investors, senior leaders of investee companies, auditors, tax and legal advisers. • Management of the process for stand-alone private equity transaction including establishing new trusts, compliance for new investors, trust reporting. Show less
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Lumix Wealth
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Australia
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Financial Services
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Business Manager
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May 2014 - Sep 2018
• Annual review of model portfolios of the business, analysis of alternatives and formulation and justification of the business and investment case to justify any changes or funds recommended. • Successful design and implementation of new comprehensive portfolio report for clients, in depth analysis of underlying investments including performance, costs, asset allocation and factors contributing to portfolio performance. • Formulation of business strategy to drive revenue growth including… Show more • Annual review of model portfolios of the business, analysis of alternatives and formulation and justification of the business and investment case to justify any changes or funds recommended. • Successful design and implementation of new comprehensive portfolio report for clients, in depth analysis of underlying investments including performance, costs, asset allocation and factors contributing to portfolio performance. • Formulation of business strategy to drive revenue growth including marketing, advertising, events, networking and collaborating with other businesses. • Responsible for writing award applications for the business, resulting in the business winning an award and being a finalist in three other awards. • Identification of business KPIs and quarterly analysis of KPIs to measure and assess the impact of the chosen strategies on business performance and goals. Show less • Annual review of model portfolios of the business, analysis of alternatives and formulation and justification of the business and investment case to justify any changes or funds recommended. • Successful design and implementation of new comprehensive portfolio report for clients, in depth analysis of underlying investments including performance, costs, asset allocation and factors contributing to portfolio performance. • Formulation of business strategy to drive revenue growth including… Show more • Annual review of model portfolios of the business, analysis of alternatives and formulation and justification of the business and investment case to justify any changes or funds recommended. • Successful design and implementation of new comprehensive portfolio report for clients, in depth analysis of underlying investments including performance, costs, asset allocation and factors contributing to portfolio performance. • Formulation of business strategy to drive revenue growth including marketing, advertising, events, networking and collaborating with other businesses. • Responsible for writing award applications for the business, resulting in the business winning an award and being a finalist in three other awards. • Identification of business KPIs and quarterly analysis of KPIs to measure and assess the impact of the chosen strategies on business performance and goals. Show less
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DDI | Development Dimensions International
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United States
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Human Resources Services
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700 & Above Employee
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Project Accountant
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May 2012 - May 2013
• Deliver accurate financial support to this organisation by ensuring accounts, reconciliations and transactions were completed in accordance with legislation and company procedures. • Deliver accurate financial support to this organisation by ensuring accounts, reconciliations and transactions were completed in accordance with legislation and company procedures.
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Macquarie Group
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Australia
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Financial Services
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700 & Above Employee
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Operational Risk Manager
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Mar 2005 - Mar 2008
• Design and implementation of KRI reporting for the divisions within the Treasury and Commodities group business. • Gathered, analysed and interpreted risk data and communicated the results to relevant stakeholders, which facilitated capital allocations on a quarterly basis. • Design and implementation of KRI reporting for the divisions within the Treasury and Commodities group business. • Gathered, analysed and interpreted risk data and communicated the results to relevant stakeholders, which facilitated capital allocations on a quarterly basis.
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Morgan West
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Johannesburg Area, South Africa
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Corporate Finance Executive
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May 1999 - Jun 2004
• Successful execution of structured product transactions including fixed income and derivative transactions. • Analysis, modelling and pricing of new investment products. • Client presentations and monthly reporting. • Successful execution of structured product transactions including fixed income and derivative transactions. • Analysis, modelling and pricing of new investment products. • Client presentations and monthly reporting.
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FirstRand Corporate Centre
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South Africa
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Financial Services
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700 & Above Employee
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Special Projects
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Jan 1998 - Apr 1999
• Implementation of new software and transformation of the business from stock broking business into an asset management business. • Design and implementation of new business processes. • Trained staff and implemented controls to ensure the successful migration of the business with accuracy and completeness of information. • Implementation of new software and transformation of the business from stock broking business into an asset management business. • Design and implementation of new business processes. • Trained staff and implemented controls to ensure the successful migration of the business with accuracy and completeness of information.
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BNP Paribas
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France
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Banking
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700 & Above Employee
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Product Accounting
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May 1997 - Oct 1997
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EY
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United Kingdom
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IT Services and IT Consulting
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700 & Above Employee
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Audit Manager
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Jan 1994 - Feb 1997
• Planning and execution of audits of a variety of businesses including large domestic banks and smaller privately owned companies. • Managing audit team and mentoring junior staff members. • Worked in forensic accounting division of the business on specific projects. • Planning and execution of audits of a variety of businesses including large domestic banks and smaller privately owned companies. • Managing audit team and mentoring junior staff members. • Worked in forensic accounting division of the business on specific projects.
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Education
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Wharton Online
Business Strategies for Social Impact -
Future Directors Institute
Board Ready Program -
South African Institute of Chartered Accountants
Chartered Accountant - Accounting , Auditing, Finance, Tax -
University of Witswatersrand
Bachelor of Accounting (Hons in Tax), Accounting, Tax, Finance, Auditing -
University of the Witwatersrand
Bachelor of Commerce (B.Com.), Accounting and Business Information Systems -
Integrity Education
Diploma in Financial Planning