Experience

Ascend Accounting Pty Ltd

• Australia
• Accounting
• 1 - 100 Employee

• Group Financial Controller

  • Mar 2023 - Present



RACQ

• Australia
• Financial Services
• 700 & Above Employee

• Finance Consultant

  • Oct 2022 - Mar 2023



BC Invest

• Hong Kong
• Financial Services
• 1 - 100 Employee

• Group Financial Controller

  • Jan 2022 - Sep 2022



Mortgageport

• Australia
• Financial Services
• 1 - 100 Employee

• Head Of Finance

  • Jan 2022 - Sep 2022



3P Learning

• Australia
• E-Learning Providers
• 200 - 300 Employee

• Consultant - Controller

  • Jun 2021 - Aug 2021

  Consultant to CFO and Senior Management on M&A integration and year end reporting - IFRS 3 - Business Combinations, IFRIC - Cloud Computing Arrangements -IAS 38 Intangible assets or IFRS 16 Leases. Consultant to CFO and Senior Management on M&A integration and year end reporting - IFRS 3 - Business Combinations, IFRIC - Cloud Computing Arrangements -IAS 38 Intangible assets or IFRS 16 Leases.



Quickstep Group

• Australia
• Aviation and Aerospace Component Manufacturing
• 100 - 200 Employee

• Group Financial Controller

  • Sep 2020 - Jun 2021

  Reporting to the CFO to provide expert advice and quality information across the spectrum of external and internal reporting requirements to stakeholders including ASX reporting, taxes and treasury. Sharp focus on maintaining strong internal control environment whilst delivering efficient and cost effective accounting operations support to the business. Quickstep Holdings Limited (QHL) is a global provider of advanced composite solutions to the aerospace, defense, automotive and other advanced manufacturing sectors. Quickstep manufactures complex composite parts and assemblies for ‘build to print' applications, along with the design, development and manufacture of complex engineered products for its customers. Show less



Money3

• Australia
• Financial Services
• 100 - 200 Employee

• Financial Controller

  • Mar 2017 - Apr 2020

  Brought on by the CFO to transform and lead & develop the finance team thus enabling strategic financial foresight into the business and provide knowledgeable and accurate financial advice and reporting to stakeholders, executive management, and the board. ► Monthly management accounts, annual and semi-annual statutory accounts ► Financial controls compliance with APRA, ASIC, ASX, ACL, and Responsible Lending matters. ► Led Finance M&A activity, for due diligence & integration of NZ subsidiary ► Developed and implemented internal financial controls and compliance reporting ► Managed the external audit process and reporting on an annual & semi-annual basis ► Hired, developed, led, and motivated a high achieving Finance team ► Reduced overhead expenses, enhanced cash flow management & capital appropriation requests. ► Led the upgrade, utilisation, and training of MS GP Dynamics system Show less



Myanmar Infrastructure Group

• Yangon, Myanmar

• Finance Director

  • Aug 2015 - Sep 2016

  Myanmar Infrastructure Group (MIG) is a wholly owned subsidiary of a Singapore listed company - Singapore Myanmar Investco. MIG has been contracted to build and deliver towers with power to local telecommunications providers of mobiles and internet services in Myanmar. As Finance Director is I reported on the financial aspects and delivery of the project. ► Recruit, Lead, manage and develop the finance team. ► Report and present the financials to the executives and board on a monthly and quarterly basis. ► Work closely with the project manager to ensure delivery of the project - KPIs, financials ► Develop the governance, compliance audit framework of the MIG group of companies. ► Manage the report the budgets to actuals and forecast and cash flow forecasts ► Procurement, HR and IT management ► Liaise and forge relationships with suppliers (vendor), customers, auditors, taxation consultants, financial institutions, lawyers and government bodies. Show less



Digicel Group

• Jamaica
• Telecommunications
• 700 & Above Employee

• Finance Manager - Projects

  • May 2015 - Jul 2015

  Audit and Compliance for Digicel Asian Holdings Pte Ltd including local policy documentation. Year end - 31 March 2015 annual accounts preparation including fixed assets and WIP. ► Tax preparation 2014 and 2015 ► System implementation & controls for Great Plains general ledger system ensuring accuracy of data transfers. ► Ad hoc projects and 2IC to CFO. Audit and Compliance for Digicel Asian Holdings Pte Ltd including local policy documentation. Year end - 31 March 2015 annual accounts preparation including fixed assets and WIP. ► Tax preparation 2014 and 2015 ► System implementation & controls for Great Plains general ledger system ensuring accuracy of data transfers. ► Ad hoc projects and 2IC to CFO.



Power and Water Corporation

• Australia
• Utilities
• 500 - 600 Employee

• Senior Finance Manager

  • Dec 2014 - May 2015

  Engaged to split the Power and Water general ledger into 3 separate entities and ensure accuracy and completeness of data integration. To ensure accurate month end results are reported and to prepare accurate financial reports on a timely basis, for internal and external users including Power and Water Corporation's managers and Board members, NT Treasury, ABS and the Utilities Commissioner; and maintenance of the general ledger. ► Streamlined and reported on the reconciliation process for the coming year end to June 2015 for all entities as part of the “Report Readiness” Project to enable entities to pass audit and compliance issues. ► Supervised, led, and mentored finance team through the transitional phase to enable the entities to be audit ready for June 2015. Show less



Hastings Funds Management

• Australia
• Investment Management
• 1 - 100 Employee

• Consultant -Decision Support/Performance/Cost Reports

  • Oct 2011 - Jul 2014

  Strategic Reporting and Budgeting - 5 year planCorporate Finance Management Reporting for the RE and Hastings UK & Singapore subsidiaries.

• Senior Financial Accountant

  • Oct 2011 - Dec 2011

  Preparation of year end financial accounts for the RE group of Hastings Funds Management - owned by Westpac Banking Group.



APN Real Estate Securities

• Australia
• Financial Services
• 1 - 100 Employee

• Corporate Manager

  • Jun 2011 - Sep 2011

  Contract position to prepare year end consolidated accounts and tax, management accounts and manage the daily accounts function. Process improvements and supervision of account associate. Preparation of board reports and executive reports - covers Australia, Singapore and UK. Contract position to prepare year end consolidated accounts and tax, management accounts and manage the daily accounts function. Process improvements and supervision of account associate. Preparation of board reports and executive reports - covers Australia, Singapore and UK.



MNX, a UPS Company

• United States
• Transportation, Logistics, Supply Chain and Storage
• 300 - 400 Employee

• Consultant CFO [Logical Freight Solutions]

  • Apr 2011 - Jun 2011

  Consultant CFO - Crisis Management - Management of cash, funding and bank repayments severally lacking, brought in to manage relationship with external parties and internal management and implement processes and procedures to meet obligations. This included : ► Daily accounting functions, payables, receivables, banking, payroll and management of the accounts team. ► Developed and rolled out daily cash flow forecasting tool. Consultant CFO - Crisis Management - Management of cash, funding and bank repayments severally lacking, brought in to manage relationship with external parties and internal management and implement processes and procedures to meet obligations. This included : ► Daily accounting functions, payables, receivables, banking, payroll and management of the accounts team. ► Developed and rolled out daily cash flow forecasting tool.



Vanguard Australia

• Australia
• Financial Services
• 400 - 500 Employee

• Performance Reporting and Analysis

  • May 2009 - Dec 2010

  Reporting on the performance of the Australian Business this includes Institutional Sales, Retail Sales, ETF business , Funds Under Management, Responsible Enity (Corporate) Profit & Loss and Balance Sheet, Project Reporting and support services like HR, Legal & Compliance & Risk and Operations. This report is provided to the Australian Executives on a monthly basis

• Manager Reporting & Analysis

  • Dec 2007 - Dec 2010

  Annual Statutory accountants preparation and lodgement to ASIC for 3 years. Prepared and presented audit schedules to auditors - PWC. Managed staff and the month end process with accounts team and prepared management accounts to executives to the US. Reported on capital spend and NTA requirements. Project spend & cash flow reporting and cleaned the fixed assets reports. Applied IFRS - AASB 139 and also governance statement.



ANZ

• Australia
• Banking
• 700 & Above Employee

• Financial Controller - Interest Rate Swaps

  • Apr 2006 - May 2007

  Managed 5-member Interest Rate Products Control team for analysing and reporting daily profit and loss, P&L Attribution, as well as unusual movements of Interest Rate Swaps, Options, Futures, Government bonds, FRAs and Forwards ► Reduced month-end reporting from 5 days to 3 days, enabling better analysis of anomalies and faster reporting to executives ► Collaborated in the implementation of SOX controls, system upgrades and process improvement projects ensuring compliance with ASIC, ISDA, BASEL, ASX and local banking regulations ► Mentored and motivated the Rates team through training, technical expertise & product knowledge Show less



Commonwealth Bank

• Australia
• Financial Services
• 700 & Above Employee

• Contractor - Retail Transformation Office - Manager- Project Reporting and Analysis

  • Mar 2005 - Jul 2005

  The Project and Analysis team is part of the Retail Transformation Office, which provides support to project sponsors/owners, project managers and the RBS Leadership team for the successful initiation and implementation of projects in RBS. ► Perform overall progress tracking and reporting on key issues and risks, milestones, KPIs, benefits and spend across projects. ► Manage a team of 4 people to ensure the execution and management of all cyclical project reporting. ► Provide analytical assessment of the financial status of the projects based on slippages and actual vs forecasts. ► Co-ordinate the provision of commentary for executive reporting for RBS Exco. Identify issues and drive resolutions for change. Show less



BMO

• Canada
• Financial Services
• 700 & Above Employee

• Contractor [Project Insight]

  • Jan 2004 - Dec 2004

  Implementing ABC costing throughout the bank and all its divisions. UAT testing and implementation in the Private Client Group & Capital Markest Divisions Implementing ABC costing throughout the bank and all its divisions. UAT testing and implementation in the Private Client Group & Capital Markest Divisions



CIBC Capital Markets

• Capital Markets
• 700 & Above Employee

• Manager Equity Derivatives

  • Mar 2002 - Nov 2003

  Supervision of 3-6 staff on producing P&L daily to front office. Month end balance sheet reporting and reconciliations. Year end accounts preparation and audits. Manage internal and external relationships in the midst of major restructures. Supervision of 3-6 staff on producing P&L daily to front office. Month end balance sheet reporting and reconciliations. Year end accounts preparation and audits. Manage internal and external relationships in the midst of major restructures.



Bloomberg

• United States
• Financial Services
• 700 & Above Employee

• Corporate Accountant - Capital Budgeting

  • Mar 1998 - Feb 2002

  𝗙𝗿𝗼𝗺 𝟭𝟵𝟵𝟴 - 𝟮𝟬𝟬𝟬 𝗶𝗻 𝗦𝘆𝗱𝗻𝗲𝘆 𝗔𝘂𝘀𝘁𝗿𝗮𝗹𝗶𝗮 𝘁𝗵𝗲𝗻 𝗡𝗲𝘄 𝗬𝗼𝗿𝗸 𝗳𝗿𝗼𝗺 𝟮𝟬𝟬𝟬-𝟮𝟬𝟬𝟮 𝗦𝘆𝗱𝗻𝗲𝘆 𝗔𝘂𝘀𝘁𝗿𝗮𝗹𝗶𝗮 - 𝟭𝟵𝟵𝟴 - 𝗝𝘂𝗹𝘆 𝟮𝟬𝟬𝟬 Set up and run the accounting function including HR and GST. News & Data Analytics reporting on listed companies. Implemented new business stream - converting free BBGs to half paying in Australia and reported to head office in NY 𝗡𝗲𝘄 𝗬𝗼𝗿𝗸 - 𝗔𝘂𝗴 𝟮𝟬𝟬𝟬- 𝗙𝗲𝗯 𝟮𝟬𝟬𝟮 Capital expenditure reporting worldwide - (Approx $US1b) Review & Analysis of worldwide expenses and reporting to senior management & the board. Internal audit, tax and systems implementation- G/L & HR systems Volunteer on Mike Bloomberg's mayoral campaign in 2001 and also events post 9/11. Show less



Milton Corporation Limited

• Australia
• Investment Management
• 1 - 100 Employee

• Senior Financial Accountant

  • Dec 1993 - Jan 1998

  Investment & Property Development Group, Publicly listed, turnover $AUD30.4m, market cap $AUD566.2m) 4 listed companies on the ASX - Management Accounting, JV Accounting, Property Development, Equity Accounting and Consolidations and company, and secretarial filings and reporting. (Investment & Property Development Group, Publicly listed, turnover $AUD30.4m, market cap $AUD566.2m) Dec 1993 - May 1997 Investment & Property Development Group, Publicly listed, turnover $AUD30.4m, market cap $AUD566.2m) 4 listed companies on the ASX - Management Accounting, JV Accounting, Property Development, Equity Accounting and Consolidations and company, and secretarial filings and reporting. (Investment & Property Development Group, Publicly listed, turnover $AUD30.4m, market cap $AUD566.2m) Dec 1993 - May 1997



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Derivative Analyst (Interest Rate Swaps)

  • Aug 1991 - Apr 1993

  Back office operations - preparation of daily P&Ls for interest rate products, options, futures, checking daily trades, reporting to front office and HQ in NY, Bank of England daily limits reporting. ISDA compliance, currencies reported, Italian lira, British pounds, $AUD, Japanese yen, French & Swiss Francs and Euro. Back office operations - preparation of daily P&Ls for interest rate products, options, futures, checking daily trades, reporting to front office and HQ in NY, Bank of England daily limits reporting. ISDA compliance, currencies reported, Italian lira, British pounds, $AUD, Japanese yen, French & Swiss Francs and Euro.



UHY Haines Norton Sydney

• Australia
• Accounting
• 1 - 100 Employee

• Graduate to Audit Senior /Manager

  • Jun 1988 - Mar 1991

  Audits included Mercantile Mutual Life Company, Australian Mortgage Insurance, manufacturing companies, distribution companies and various government audits and not-for-profit organisations. Audits included Mercantile Mutual Life Company, Australian Mortgage Insurance, manufacturing companies, distribution companies and various government audits and not-for-profit organisations.