Jason Smith

Head of Corporate Services and Chief Financial Officer at Mutual Trust Pty Ltd
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Location
Greater Melbourne Area, AU

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Experience

    • Australia
    • Financial Services
    • 100 - 200 Employee
    • Head of Corporate Services and Chief Financial Officer
      • Dec 2017 - Present

      Following the merger of The Myer Family Company with Mutual Trust I am the Leadership Team member responsible for; * Integration Management * Strategy & Business Improvement * Legal, Governance, Risk & Compliance * Marketing * IT * Finance Following the merger of The Myer Family Company with Mutual Trust I am the Leadership Team member responsible for; * Integration Management * Strategy & Business Improvement * Legal, Governance, Risk & Compliance * Marketing * IT * Finance

    • Australia
    • Investment Management
    • 1 - 100 Employee
    • Chief Operating Officer
      • Oct 2016 - Dec 2017

      As Chief Operating Officer of MFCo, a Myer Family Investments subsidiary, I was responsible for the Operations, Legal Risk & Compliance, Marketing, IT and Finance functions of MFCo As Chief Operating Officer of MFCo, a Myer Family Investments subsidiary, I was responsible for the Operations, Legal Risk & Compliance, Marketing, IT and Finance functions of MFCo

    • Book and Periodical Publishing
    • 1 - 100 Employee
    • Chief Executive Officer
      • Feb 2016 - Sep 2016

      As Chief Executive Officer of Australian Geographic, a Myer Family Investments subsidiary, I led the strategic re-positioning of Australian Geographic's product offering and sale of the business to University Co-operative Bookshop Limited in September 2016 As Chief Executive Officer of Australian Geographic, a Myer Family Investments subsidiary, I led the strategic re-positioning of Australian Geographic's product offering and sale of the business to University Co-operative Bookshop Limited in September 2016

    • Australia
    • Investment Management
    • 1 - 100 Employee
    • Investment Subsidiaries Controller
      • Oct 2015 - Jan 2016

      Myer Family Investments (MFI) is the Myer Family’s wealth management vehicle established by the estate of Sidney Myer with investments in listed equities, private equity and debt funds and operating businesses. In this role I was responsible for the financial management of MFI’s investment subsidiaries / operating businesses including; MFCo – an accounting and wealth management firm Juicy Isle – a juice and carbonated soft drink manufacturer and route trade distributor Metro Quarry Group – a sand mining business Australian Geographic Retail – a 70 store retail chain Show less

    • Australia
    • Beverage Manufacturing
    • 700 & Above Employee
    • Director of Projects
      • Jan 2015 - Sep 2015

      A range of projects for the Group CEO and CFO including structuring options for how the business takes its Brands to market, leading the divestment of excess assets including the sale of the Asti winery and vineyards and restructuring of the Finance function.

    • Senior Vice President Americas Finance (CFO)
      • Jan 2014 - Dec 2014

      Management of the end to end Finance function for TWE's Americas Region which accounted for c.50% of Group sales by volume and c.33% of the TWE Group's wine production.

    • Group Commercial Finance Director
      • Nov 2011 - Dec 2013

      Executive responsible for the commercial finance function globally managing Senior Commercial Finance personnel globally across the Viticulture, Production and Sales & Marketing Functions of TWE's business.

    • Australia
    • Food and Beverage Services
    • 1 - 100 Employee
    • Chief Financial Officer, Company Secretary & Executive Director, Aussie Farmers Dairy Company
      • May 2008 - Oct 2011

      CFO and Company Secretary of Australia's fastest growing business (BRW Fast 100 winner 2009) and Executive Director of the Aussie Farmers Dairy Company. Responsibilities included finance, franchise administration, company secretarial, legal, IT (whole of business) and contact centre management (90 seats) as well as the creation and establishment of the Group's fresh white milk processing plant in Camperdown, Victoria. CFO and Company Secretary of Australia's fastest growing business (BRW Fast 100 winner 2009) and Executive Director of the Aussie Farmers Dairy Company. Responsibilities included finance, franchise administration, company secretarial, legal, IT (whole of business) and contact centre management (90 seats) as well as the creation and establishment of the Group's fresh white milk processing plant in Camperdown, Victoria.

    • Australia
    • Financial Services
    • 700 & Above Employee
    • Group Tax Manager / Group Tax & Accounting Manager / CFO EquiServe / CFO EMEA
      • Jun 2001 - May 2008

      Commencing as the Group Tax Manager in 2001, significantly reducing the global effective tax rate in 2 years, I also led the Group Accounting Function from 2003 migrating the same from Sydney to Melbourne. After completion of due diligence and the acquisition of the EquiServe business in 2004 I was appointed CFO responsible for the end to end Finance function and integration of the same into Computershare North America's existing business completing the assignment well ahead of schedule and delivering greater than budgeted synergy benefits. In 2006 & 2007 I was the CFO for Computershare's Europe, Middle East and Africa (EMEA) business based in Bristol, United Kingdom. Responsibilities included management of the end to end finance function including a significant Treasury portfolio. As Group Manager - Special Projects in 2008 I completed the on market acquisition of QM Technologies amongst other assignments for the Executive Management Group. Show less

    • Senior Manager, Tax & Legal Services
      • Feb 1990 - May 2001

      Commenced as an audit trainee before moving to tax consulting in 1994 specialising in advising companies in the Consumer Products and Services space, in particular the IT industry, including a secondment to the UK in 1998/99 providing structuring advice to largely US based companies expanding their operations into Europe. Commenced as an audit trainee before moving to tax consulting in 1994 specialising in advising companies in the Consumer Products and Services space, in particular the IT industry, including a secondment to the UK in 1998/99 providing structuring advice to largely US based companies expanding their operations into Europe.

Education

  • Institute of Chartered Accountants
    CA, Accounting
    1994 - 1996
  • University of Melbourne
    B.Com, Accounting & Business Law
    1990 - 1993

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