Experience

Planet First Partners

• Luxembourg
• Investment Management
• 1 - 100 Employee

• Chief of Staff

  • Oct 2023 - Present



Planet First Partners

• Luxembourg
• Investment Management
• 1 - 100 Employee

• Chief Operating Officer

  • Jun 2021 - Apr 2023



Oakley Capital

• United Kingdom
• Venture Capital and Private Equity Principals
• 100 - 200 Employee

• Senior Fund Officer Luxembourg

  • Sep 2019 - Apr 2021

  Review of work performed by Finance Function; Fund Administrator and other service providers. Review of call notices and distribution notices to investors. Assisting London Finance team in deliverables and review of documentation. Setting up the Luxembourg Office (running of the day to day activities). Performing HR duties and responsibilities. Responsible for the cash management of entities. Performing calculations and recharging cost to entities within the Oakley Luxembourg structure. Responsible for the hiring, building and managing of a small Finance Team in Luxembourg and assist with all other hires for Luxembourg office. Responsible for assisting with filing AIFM application and setting of policies and procedures in the role as a Conducting Officer and Director of the AIFM. Review of funds flow for new investments and investments sold throughout the investment structures. Responsible for assessing the impact of transfer pricing. Responsible for reviewing VAT computations and VAT regimes of entities in Luxembourg. Review of ATAD II and DAC 6 impact as well as other new tax and accounting regulations. Serves as director of companies within the fund structure. Implementation of Accounting software for the use of the entities within the Luxembourg structure. Streamlining processes and initiation of cost reduction. Oversee the process of taking work in-house previously done by service providers as part of cost reduction. Performing “what-if” scenarios for senior management. Working with the finance teams of the operational company of the investments acquired and ensuring all needs are met for reporting and audits. Drafting of recharge agreements between the entities in different jurisdictions. Responsible for sourcing third parties and building relationships. Responsible for the external audit of the funds and assistance of the Administrator. Responsible for the preparation of financial statements under IFRS and review of Lux GAAP financials. Show less



Oakley Capital Bermuda Limited

• Bermuda

• Head of Finance

  • Jun 2013 - Aug 2019

  Review of monthly accounting packs for the funds and the AIM listed vehicle. Preparation of monthly accounting for Special Vehicle Entities (“SPVs”) and management companies to the funds. Coordinate the semi-annual and year end financials procedures, including the preparation of financial statements. Responsible for the external audit of the funds and the AIM listed vehicle. Prepare and coordinate annual filings with Bermuda, UK and US authorities. Preparation of the Quarterly reports for the funds and communication with investors. Served as member of investment committee. Review of fair value valuations for Level 3 investments in funds Performing “what-if” senarios for senior management Monitoring of regular cash movements and cash flow analysis. Apply knowledge of the business and private equity industry to ensure that the accounting systems, controls and reviews are applicable and appropriate. Preparation of tax reports for SPVs to HMRC. Show less



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Audit Senior

  • Sep 2011 - May 2013



The South African Breweries

• South Africa
• Food and Beverage Services
• 700 & Above Employee

• Financial Planner

  • Feb 2010 - Jul 2011

  Planner to the Brewing department at the Newlands Brewery Co-ordinate and prepare departmental budgets, profit forecasts and monthly. Monthly variance analyses on fixed costs. Conduct ad-hoc investigations and cost-benefit analyses. Review and maintain internal controls for line departments. Assisted in new system implementation for the finance function and creating policies and procedures in regards with new system applications for other regions. Preparation of monthly management reports: flash and month-end, management information pack, analysis of management information. Show less



PwC

• Professional Services
• 700 & Above Employee

• Auditor

  • Jan 2007 - Jan 2010