Experience

The CFO Centre - New Zealand

• New Zealand
• Financial Services
• 1 - 100 Employee

• Chief Financial Officer

  • Jun 2023 - Present

  Auckland, New Zealand If you are an entrepreneur, CEO or Managing Director running an ambitious company with fast growth potential and looking to build your company to support shareholder objectives, our ‘part-time Finance CFO’ model may well be of interest to you. Ambitious companies looking to grow quickly need to build a quality finance function led by a senior CFO with ‘big business’ experience, but that person does not necessarily need to be fulltime. I’m a part-time CFO for The CFO Centre, the… Show more If you are an entrepreneur, CEO or Managing Director running an ambitious company with fast growth potential and looking to build your company to support shareholder objectives, our ‘part-time Finance CFO’ model may well be of interest to you. Ambitious companies looking to grow quickly need to build a quality finance function led by a senior CFO with ‘big business’ experience, but that person does not necessarily need to be fulltime. I’m a part-time CFO for The CFO Centre, the world’s number 1 provider of senior, high calibre part-time CFOs. Our business model means that growing businesses can acquire the services of a top-quality CFO for considerably less than it would cost to appoint one on a full-time basis. Our goal is to help busy CEOs and MDs free up time to grow their businesses while we take on the management of the finance function. Since we introduced this model to Australia in 2009, more and more business owners are choosing a part-time CFO over the full-time alternative. When we engage with our clients we perform a detailed review using our unique 12 Box Architecture which helps us to understand the areas of vulnerability (as well as the areas of strength) in your business before designing a comprehensive implementation plan. As an overview, we can help with: 1. Manage cash flow 2. Improve profit 3. Tighten up internal controls 4. Create reporting infrastructure to improve visibility 5. Plan for an exit 6. Manage risk 7. (Re)design the business plan and create an implementation timetable 8. Find investment/funding 9. Become compliant 10. Maximise tax efficiency 11. Advise on outsourcing 12. Manage the relationship with the bank I welcome the chance to have a quick conversation with you, please do not hesitate to get in touch with me via LinkedIn. Show less



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Country Head of International Subsidiary Banking

  • Jan 2017 - Mar 2023

  Auckland, New Zealand • Manage a team of 7 Relationship Managers with responsibility to grow existing relationship revenues and acquire further subsidiaries of global HSBC customers through proactive overseas country engagement. • Oversee & work with internal (including overseas) deal teams including credit analysts, industry sector specialists, senior executives, product partners (across Cash Management, Trade, Loan, Syndications, Global Markets, M&A, project finance, structured banking and DCM) to deliver… Show more • Manage a team of 7 Relationship Managers with responsibility to grow existing relationship revenues and acquire further subsidiaries of global HSBC customers through proactive overseas country engagement. • Oversee & work with internal (including overseas) deal teams including credit analysts, industry sector specialists, senior executives, product partners (across Cash Management, Trade, Loan, Syndications, Global Markets, M&A, project finance, structured banking and DCM) to deliver tailored solutions for clients. • Required to engage across all levels of an organisation from C-suite, including Boards, to specialists and teams. • Review credit risk transactions for new and existing clients to develop, negotiate and deliver appropriate transaction, documentation and security structures.

• Country Head of Corporate Banking

  • Sep 2013 - Dec 2016

  • Responsible for the design and implementation of the business strategy and ensuring the corporate book is internationally focused. • Corporate Banking contributes circa 57% of revenues and NPBT to the overall HSBC business in New Zealand, as publicly disclosed. • Led a team of 23 FTE covering customers/targets in Mid-Market (MME), Large Corporates (LC) and Global Banking (GB) sectors to meet customer needs and provide an excellent customer experience delivered by professionally trained… Show more • Responsible for the design and implementation of the business strategy and ensuring the corporate book is internationally focused. • Corporate Banking contributes circa 57% of revenues and NPBT to the overall HSBC business in New Zealand, as publicly disclosed. • Led a team of 23 FTE covering customers/targets in Mid-Market (MME), Large Corporates (LC) and Global Banking (GB) sectors to meet customer needs and provide an excellent customer experience delivered by professionally trained people with market leading products and services. • Drive cross product sales and associated activities, including sophisticated products such as Treasury, Debt Capital Markets, Project & Export Finance and general advisory services to the larger corporates including both domestic and cross-border banking solutions, cash management, trade services. • Develop and deploy an effective acquisition and retention strategy to increase HSBC’s market share. • Ensure high credit quality in the portfolio, minimise credit losses. • Implement and drive Financial Crime Compliance (FCC) and Regulatory Compliance (RC). • Member of Executive Committee, Asset & Liability Committee, Risk Management Committee.

• Head of Retail Banking and Wealth Management

  • Mar 2009 - Sep 2013

  Auckland, New Zealand • Led a national team of 57 FTE, including 3 retail branches. Client facing roles total 52. Mentoring and coaching. • Set and monitor overall Premier proposition and strategy. • Responsible for returning RBWM to a profitable business contributor with a 2013 NPBT of NZD8.5m compared to a loss of NZD9.7m in 2009 (as inherited) in a very competitive and tight (GFC) economic environment (as per publicly available accounts). • Agree and implement marketing plans including collateral across… Show more • Led a national team of 57 FTE, including 3 retail branches. Client facing roles total 52. Mentoring and coaching. • Set and monitor overall Premier proposition and strategy. • Responsible for returning RBWM to a profitable business contributor with a 2013 NPBT of NZD8.5m compared to a loss of NZD9.7m in 2009 (as inherited) in a very competitive and tight (GFC) economic environment (as per publicly available accounts). • Agree and implement marketing plans including collateral across a wide range of media. • Member of HSBC NZ’s Executive Committee, Asset & Liability Committee. • Daily margin and liquidity management. • Compliance and Anti-money Laundering controls and processes. • New product launches.

• Senior Commercial Banking Manager

  • Jul 2006 - Mar 2009

  Auckland, New Zealand • Manage the Auckland Commercial Banking team which comprised a team of 16 FTE. • Build a high-quality client portfolio of diversified risk with a consistent and growing income stream meeting the bank’s ROE hurdle rates through successful product cross selling. • Leading marketing initiatives with client acquisition focus on those requiring trade finance, investment banking, capital market and/or sophisticated treasury products and can take advantage of HSBC’s global network. • Member… Show more • Manage the Auckland Commercial Banking team which comprised a team of 16 FTE. • Build a high-quality client portfolio of diversified risk with a consistent and growing income stream meeting the bank’s ROE hurdle rates through successful product cross selling. • Leading marketing initiatives with client acquisition focus on those requiring trade finance, investment banking, capital market and/or sophisticated treasury products and can take advantage of HSBC’s global network. • Member of EXCO and involvement with setting and implementation of strategic plans. • Development and sourcing of new client relationships. • Coach and mentor.

• Global Relationship Manager

  • Jul 1998 - Jul 2006

  Auckland, New Zealand • Managing a portfolio of a minimum 30 clients with turnover typically exceeding NZD70m. • Responsible for marketing and maintaining account relationships, negotiating facilities and documentation, credit assessment and ensuring continued safety of each relationship while maximising account revenues. • Development and implementation of client marketing plans with a focus on cross-selling products with considerable interaction with product specialists • Focus on ancillary income (other… Show more • Managing a portfolio of a minimum 30 clients with turnover typically exceeding NZD70m. • Responsible for marketing and maintaining account relationships, negotiating facilities and documentation, credit assessment and ensuring continued safety of each relationship while maximising account revenues. • Development and implementation of client marketing plans with a focus on cross-selling products with considerable interaction with product specialists • Focus on ancillary income (other than debt/interest margin) to enhance overall client profitability which includes: Treasury Products, Trade Finance, Payments and Cash Management, Debt Capital Markets, Advisory. • The portfolio covered a wide range of sectors including: Retail, Importers/Exporters, Wholesale, Energy, Manufacturing, Forestry, Commercial Property, Hotels, High Net Worth Individuals.



Manhattan Entertainment Ltd

• General Manager Finance Administration

  • Jan 1995 - Jun 1998

  Auckland, New Zealand Small family owned Importer/Wholesaler of licensed merchandise.



Standard Chartered Bank

• United Kingdom
• Banking
• 700 & Above Employee

• Global Relationship Manager

  • Feb 1993 - Nov 1994

  London, England, United Kingdom Manage a portfolio of clients and tasked with originating new clients in the Retail sector.

• Assistant Financial Controller, Treasury UK

  • Feb 1990 - Feb 1993

  London, England, United Kingdom Monthly and annual accounts, budgeting, Regulatory Reporting, Successful implementation of an automated multi-currency general ledger system.