Experience

First Sentier Investors

• Australia
• Investment Management
• 400 - 500 Employee

• Senior Manager FP&A

  • Nov 2019 - Present

  Responsible for the delivery of critical FP&A outputs; - Monthly analysis and insights including Board and CFO reporting - Group forecasting - Group Planning (annual operating plan and 5 yr strategic plan) Leading process and system transition and transformation e.g. transition of key finance systems such as ERP and transformation of the forecasting and planning process from an excel driven model to system generated models within Workday Adaptive Planning Responsible for the delivery of critical FP&A outputs; - Monthly analysis and insights including Board and CFO reporting - Group forecasting - Group Planning (annual operating plan and 5 yr strategic plan) Leading process and system transition and transformation e.g. transition of key finance systems such as ERP and transformation of the forecasting and planning process from an excel driven model to system generated models within Workday Adaptive Planning



Cover-More Group

• Insurance
• 300 - 400 Employee

• Snr Finance Business Partner (Snr Mgr)

  • Mar 2017 - Feb 2019

  Responsible for managing the P&L for the Australia and New Zealand businesses including the provision of insights, annual operating plan and providing recommendations and analysis in respect of commercial terms for current and new business opportunities. Responsible for managing the P&L for the Australia and New Zealand businesses including the provision of insights, annual operating plan and providing recommendations and analysis in respect of commercial terms for current and new business opportunities.



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Snr Business Partner (Group Corporate Structure)

  • Oct 2015 - Aug 2016

  Business partner to the head of IT Delivery for the UK Ring-Fenced Bank (RFB). Providing decision support and challenge capabilities to the business as well as presenting the financials to the senior leadership team through forums such as SteerCo and ManCo.

• Project Manager, Tax Transformation

  • Jun 2015 - Oct 2015

  Responsible for delivery of the tax reporting and compliance workstreams as part of the global tax transformation programme, focused on optimising and streamlining E2E processes.

• Manager, Group Performance Reporting & Analytics

  • Jan 2011 - Jun 2015

  Responsible for the delivery of commercially focused reporting across global businesses and regions. The team was the single point for the provision of performance reporting and analytics to the Board of Directors.

• Snr Business Analyst (MI Actuals Project)

  • Dec 2012 - May 2013

  Responsible for the successful implementation to GOLive of Commercial Banking and Global Private Banking onto the HSBC Group TM1 system.



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Business Line Controller - EMEA Finance

  • 2010 - 2011

  Responsible for financial reporting requirements of the Finance function, including finalising the 2011 Budget, annual reporting and gaining agreement on allocations with the business. Responsible for financial reporting requirements of the Finance function, including finalising the 2011 Budget, annual reporting and gaining agreement on allocations with the business.



Royal Bank of Scotland Business

• United Kingdom
• Banking
• 700 & Above Employee

• Analyst - Global Restructuring Group

  • 2010 - 2010

  Responsible for Implementing a reporting framework for the Asset Protection Sceme (APS), which had to be reported to HM Treasury. Continuous improvement enabled the shortening of the reporting process from 45 to 20 working days. Responsible for Implementing a reporting framework for the Asset Protection Sceme (APS), which had to be reported to HM Treasury. Continuous improvement enabled the shortening of the reporting process from 45 to 20 working days.



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Business Unit Controller, Corporate Real Estate

  • Jan 2009 - Dec 2009

  Responsible for monthly management accounting of CRE UK, including allocations, Capex and detailed work on provisions. Responsible for monthly management accounting of CRE UK, including allocations, Capex and detailed work on provisions.



Macquarie Group

• Australia
• Financial Services
• 700 & Above Employee

• Finance Executive

  • 2007 - 2008

  Responsible for all aspects of the monthly management reporting annual reporting of the Macquarie Real Estate businesses, managed funds and joint ventures. Responsible for all aspects of the monthly management reporting annual reporting of the Macquarie Real Estate businesses, managed funds and joint ventures.



Moore Global

• United Kingdom
• Accounting
• 700 & Above Employee

• Audit & Accounts Senior (ACA)

  • 2003 - 2007

  Responsible for leading teams across business services including the provision of audit and accounting services, management accounting, corporate and personal tax. Responsible for leading teams across business services including the provision of audit and accounting services, management accounting, corporate and personal tax.