Chief Financial Officer

• Apr 2022 - Present

Coach and Director

• Jul 2012 - Present

Through the inspiration of triathlon 3sports Coaching offers tailored and personalised training programs, education and group sessions for athletes of all levels. At 3sports you'll receive the support and motivation to reach your goals. Through the inspiration of triathlon 3sports Coaching offers tailored and personalised training programs, education and group sessions for athletes of all levels. At 3sports you'll receive the support and motivation to reach your goals.

Finance Operations

• Sep 2020 - Dec 2021

As the Finance Operations Officer my role oversees the following responsibilities: - Reviewing and updating SOP's - Reducing operating costs and improving processes - Budget Management and Planning - Management Reporting - Commission Payable and receivables - Audit management - Risk & Compliance - AML/CTF - Professional Indemnity policy management - Business Financial Reporting and analysis - including KPI's like origination volumes, arrears, hardship and analysis of trends, Distribution channels, Product Profitability modelling & Pricing - Funder reporting - APRA reporting - ABS reporting Show less

Independent Advisor Finance and Risk Committee

• Dec 2019 - Dec 2021

I sit as an independent advisor on the Finance and Risk Committee. This is a not for profit role. I sit as an independent advisor on the Finance and Risk Committee. This is a not for profit role.

Financial Controller

• Mar 2017 - Jul 2019

GM

• Jun 2011 - Jun 2019

Business coaching, consulting and accounting services. - Developing business plans, processes and workflows, marketing plans and succession plans; - Problem solving and the suggestion of specific solutions to business improvement; - Collaboratively working with clients to seek solutions and formulate action plans for that business to proceed; - Business set up, valuation, tax preparation, bookkeeping and financial reporting; - Client base includes business’s with turnover in excess of $1 million and employees greater than 5; - Sectors covered include sales, service and health. Show less

Finance Operations Director

• Jun 2016 - Mar 2017

Financial Controller

• Jun 2013 - May 2015

Responsible for the management of all financial and management accounting functions, middle office operations and investor relations. Responsible for the management of all financial and management accounting functions, middle office operations and investor relations.

Client Services Manager

• Aug 2012 - Jan 2013

- Complete responsibility for preparation of year end accounts,activity statements and taxation returns for clients (family members and companies) - Financial review and analysis, and reporting on all organisations requesting donations from the family office foundations; - Special projects as agreed. - Assistance with philanthropic work within the family Foundations. - Complete responsibility for preparation of year end accounts,activity statements and taxation returns for clients (family members and companies) - Financial review and analysis, and reporting on all organisations requesting donations from the family office foundations; - Special projects as agreed. - Assistance with philanthropic work within the family Foundations.

Associate

• Jul 2011 - Jul 2012

Business services Business services

Financial Controller

• Dec 2010 - May 2011

- Responsible for the management of all financial and management accounting functions, middle office operations and shareholder requests, including caretaking the CFO duties in their absence; - Mentoring and supervision of 6 staff members; - Developing business plans, processes and workflows; - Budgeting, forecasting and cost analysis; - Provision of management information, group and regulatory reporting for the Company and its related entities; - Provide high quality explanatory notes on reporting to the shareholders and Board; - Coordinate and manage the financial year end process including liaison with external auditors; - Payroll management, including review and calculation of superannuation, payroll tax, workers comp, LAFA, long service and annual leave. - Manage trading floor expectations; - Problem solving and the suggestion of specific solutions to business improvement. Show less

Travelling

• May 2010 - Oct 2010

Travelled through Europe Travelled through Europe

Senior Business Analyst

• Aug 2009 - Dec 2009

Working on the finance transformation project of SGB and WBC. - Analysing, documenting and recommending business processes and workflows relating to Test Environment and UAT; - Collecting and documenting business requirements and non functional requirements for the test environment solution; - Liaising with third parties, business SME’s and internal business units as required; - Report writing; - Creation, review and documentation of test cases/scripts and acceptance criteria for technology solution; - Requirements gathering and solution walkthrough workshops; - Ensure adherence to test script execution according to the Test Execution Plan; - Defect maintenance and resolution; Show less

Statutory Reporting and Distributions Manager

• May 2007 - Jul 2009

- Management of a team responsible for the statutory accounts and operations of over 200 Australian Equities, Fixed Interest, Private Equity and Infrastructure products while providing support of the front office investment management processes; - Agree financial statement formats with our custodians, external auditors and AMPCI Management; - Liaise with AMPCI Product managers in relation to any special requirements for these accounts; - Review accounts prepared by our external custodians prior to submission to the Management Accounts Committee (MAC) and AMPCI Board Audit Committee (BAC); - Preparation and lodgment of financials with regulators; - Provide high quality explanatory notes to the MAC and BAC, together with presentation of the accounts to management and Board; - Manage the preparation of statutory accounts, general ledger maintenance, ASIC and ASX continuous reporting requirements and the day to day operations for the ASX listed AMPCI China Growth Fund; - Assist in the co-ordination of the Australian MAC process for all managed trust accounts; - Coordinate the preparation of the AMP Life illiquid asset valuation report for Private Equity, Infrastructure, Property and Illiquid Debt investments including commentary on the valuation process, valuation basis and analysis of material valuation movements; - Coordinate and manage the financial year end and half year end process including liaison with custodians, external auditors and our front office; - Coordinate and manage the quarterly distribution process for all products including liaison with custodians, external auditors and our front office; - Participate in the continuous development and improvement of business processes and procedures to ensure efficiency and effectiveness in managing operational risk; Show less

Trust Reporting Manager

• Jul 2002 - May 2007

- Reporting for approximately 170 Schemes including control and review of half year and year-end financial reports, working paper files, BAS’s and investment performance reporting; - Managing a team of 7 including conduct of performance discussions, setting objectives and monitoring of development plans for all team members; - Control and review of financials and returns prepared and lodged with regulators (ATO, APRA and ASIC); - Managing external stakeholder relationships with Scheme auditors, custodian, ATO, APRA and ASIC; - Managing internal stakeholder relationships with Directors and other business units; - Preparation and presentation of papers to the Audit & Compliance Committees and Boards of Directors for financial reports and other project related matters; - Implementation of new products, changes to existing products and product closures. Review of PDSs and other technical product publications; - Ongoing review and documentation of existing processes and workflows. Design and implementation of new operational processes and controls; - Process improvement e.g., changes to audit review process to reduce cost over-runs; - Change Management e.g., managing the team through project implementations and process improvements; - Preparation and management of annual budget for business unit; - Support for the calculation of unit prices and distributions for all Schemes; - Act as subject matter expert and key contact on various projects, including custody migration (FOCUS), IFRS project, product structure rationalisation (DUPLO) and trade up of Funds (Darwin). Tasks have included creation of BRDs, process mapping and training and implementation of outcomes. Show less