Experience

New Forests

• Australia
• Investment Management
• 1 - 100 Employee

• Deputy Chief Financial Officer

  • 2020 - Present

  Finance leader for the worlds second largest forestry investment manager. Responsible for strategy implementation, finance transformation, acquisitions and divestments, treasury, tax, insurance, group finance, budgeting & forecasting, fund accounting, statutory reporting, audit, risk management and payroll. Lead a team of 15 finance professionals focussed on driving growth, implementing new systems, automation, process redesign and refinement, continuous improvement and contributing to the positive impact of natural climate solutions.



Brookfield Properties

• United States
• Real Estate
• 700 & Above Employee

• Director - Developments and Unlisted Funds

  • 2018 - 2020

  Finance leader supporting the developments business to deliver outstanding quality commercial office development projects (including Wynyard Place, 405 Bourke Street & Elizabeth Quay) in Australian capital cities on time and within budget. Responsible for Brookfield Strategic Real Estate Partnership (BSREP) local investment portfolio (commercial properties, commercial & residential developments, hotels, land). Quarterly and year end reporting to North America in IFRS and USGAAP. Lead team of 8 qualified accountants responsible for general ledger maintenance, budget vs actual analysis, cashflow forecasting, financial statement preparation, tax compliance. Delivered finance work streams for development completion and settlement of 65 luxury residential apartments, sale of a luxury hotel, sale of commercial properties, fund restructuring, acquisitions, new fund launch & initial investments.



Lendlease

• Australia
• Real Estate
• 700 & Above Employee

• Senior Finance Executive - Accounting & Analytics Real Estate Investment Management

  • 2017 - 2018

  Leader of finance team for Australian Prime Property Fund Commercial (APPFC) responsible for end to end fund accounting and fund analytics. Delivering day to day finance functions including fund analysis and fund modelling, investment and divestment transaction management, equity raising, capital calls, debt draw downs, unit pricing, distributions and tax compliance. Supported fund and portfolio managers in decision making, appropriately analyse and impact fund risk weighted returns to benefit investors, contributed to board, investment committee and due diligence committee papers. Facilitated efficient and accurate responses to investor queries improving communications between customer and investment manager.



AMP

• Australia
• Financial Services
• 700 & Above Employee

• The AMP Way, Program Lead

  • 2016 - 2017

  Delivered an organisation wide change program “to make AMP a more agile and efficient organisation” achieving significant sustainable cost savings with minimum investment in capital and operational expenditure.Collaborated with AMP Group Leadership Team (GLT) to design and achieve 5 key priorities comprised of 10 key initiatives to deliver Business Efficiencies, Better Processes, Lead Productive Teams, Better Projects, Game Changers (Rapid Process Automation & Offshoring) across the organisation.Introduced new agile ways of working to over 500 employees across a variety of specialist areas including Finance, Enterprise Risk Management, Insurance, Superannuation, Advice, Internal Audit, Treasury, Customer Solutions and Operations.

• Head of Business Partnering, Wealth Management

  • 2015 - 2016

  Delivered the 2016-2020 strategic plan for Contemporary Wealth Management, Superannuation & Investment Platforms (80% of AMP Group) with the CFO Insurance & Superannuation (I&S), and Director Superannuation & Investment Platforms (S&IP) to the AMP Group CFO & Leadership Team.Led a team of 8 finance and actuarial specialists during significant organisation restructure and produced new reports aligned to new structure.Provided clear and concise analysis of budget, forecast and actual management reporting to Insurance & Superannuation Finance Leadership Team and Superannuation & Investment Platforms Product Leadership Teams focussed on performance drivers, controllable and non-controllable items.



AMP Capital

• Australia
• Investment Management
• 500 - 600 Employee

• Head of Fund Accounting

  • 2013 - 2016

  Collaborated with Heads of business to achieve strategic fund and business initiatives, led the co-ordination, structure and implementation of accounting resources for overseas schemes, new joint ventures and new transactions in conjunction with the Fund & Asset Management, Tax, Risk and Legal teams, designed and implemented risk & control frameworks and testing programs to assure quality to international investors.Led and improved performance of AMP Capital Investors Limited (AMPC) Property, Infrastructure & Private Equity Fund Accounting teams. Responsible for ensuring the general ledger is accurate and complete in a timely manner to enable regular unit pricing (daily, weekly, monthly) and production of investor, management, statutory, taxation and other regulatory compliance reporting each period for over 200 property entities and 150 infrastructure & private equity entities. Led all new transactions, initiatives and change management activities for finance with fund managers including fund equity raising, debt funding, end to end acquisition & disposal of assets, finance due diligence, development projects finance reporting (operating & capital expenditure, cashflow budget, actual & forecast analysis), divestment and wind up, regulatory compliance, outsourcing activities & processes, performance review of service providers, system and process change, investor due diligence, business case review and finance sign-off, fund model reviews.

• Fund Finance Manager

  • 2012 - 2013

  Global Property Fund and Social Infrastructure Fund finance function management end to end including complex consolidations, performance fee calculations, fx translation, hedge accounting, asset acquisitions and sales transaction management, service provider management, institutional global investor equity raising (providing finance support to fund managers), accounting for a variety of public, private partnership (PPP) arrangements under IFRIC 12



PwC

• Professional Services
• 700 & Above Employee

• Senior Manager Financial Services (Assurance & Advisory)

  • 2009 - 2012

  Financial Services specialising in Property, Financial Planning, Superannuation, Asset and Investment management Clients included ASX listed, unlisted institutional investors, sovereign wealth funds, small to medium size boutique firms Training instructor audit methodology, tax, regulatory compliance, industry updates Internal leadership roles including recruitment, global & local quality reviews, mentoring & staff development Financial Services specialising in Property, Financial Planning, Superannuation, Asset and Investment management Clients included ASX listed, unlisted institutional investors, sovereign wealth funds, small to medium size boutique firms Training instructor audit methodology, tax, regulatory compliance, industry updates Internal leadership roles including recruitment, global & local quality reviews, mentoring & staff development



PwC Nederland

• Netherlands
• Business Consulting and Services
• 700 & Above Employee

• Manager International Business (Assurance, Advisory, Transactions & Eurofirm IFRS Technical Office)

  • 2006 - 2009

  SEC listed clients including implementation of Sarbanes Oxley programs in multiple European locations, Euronext listed clients, complex consolidations, IFRS & USGAAP statutory financial reporting including conversions and implementations from local GAAP, Transaction Due Dilligence, Performance Improvement SEC listed clients including implementation of Sarbanes Oxley programs in multiple European locations, Euronext listed clients, complex consolidations, IFRS & USGAAP statutory financial reporting including conversions and implementations from local GAAP, Transaction Due Dilligence, Performance Improvement



PwC Australia

• Australia
• Business Consulting and Services
• 700 & Above Employee

• Accountant, Senior Accountant, Supervising Senior Accountant, Assistant Manager

  • 1998 - 2006

  Financial Services, Property and Not-for-profit clients providing external audit, technical advisory, transaction support, project management, risk & compliance services. Financial Services, Property and Not-for-profit clients providing external audit, technical advisory, transaction support, project management, risk & compliance services.