Experience

Candella

• Australia
• Mental Health Care
• 1 - 100 Employee

• Non Executive Director

  • Jul 2021 - Present

  Candella is an ACNC registered not-for-profit organisation specialising in mental health and psychosocial wellbeing. Candella is an ACNC registered not-for-profit organisation specialising in mental health and psychosocial wellbeing.



Finance B.I.

• Finance Management | Business Intelligence Consultant

  • Jul 2015 - Present

  Worked with businesses to achieve long term finance sustainability via development and implement of • Financial management framework • Funding strategy and cashflow forecast model • Budget and business performance monitoring • Project finance and budgeting • Financial reports, process and procedure • Analytical tools to manage and enhance cash flow • Pricing model for product and services Worked with businesses to achieve long term finance sustainability via development and implement of • Financial management framework • Funding strategy and cashflow forecast model • Budget and business performance monitoring • Project finance and budgeting • Financial reports, process and procedure • Analytical tools to manage and enhance cash flow • Pricing model for product and services



The Man Cave

• Australia
• Mental Health Care
• 1 - 100 Employee

• Head Of Finance

  • Mar 2020 - Jun 2021

  Part of the leadership team: • Manage all financial matters including budgeting, compliance, risk and governance for the organisation • Establish funding strategy and financial metrics to monitor business performance and financial sustainability • Support all grant application and provide financial acquittals to grant donors • Formulate and implement pricing strategies for core services to achieve long term sustainability • Ensure all compliance to regulators, including Australian Charities and Not-for-profits Commission (ACNC), State Revenue Office, Consumer Affair Victoria, etc. • Oversee payroll, bookkeeping, month-end reconciliations and ATO lodgments and annual audit • Successfully applied and administered all Government COVID support grants • Lead an organisational constitutional change and application to the ACNC to achieve Fringe Benefit Tax exemption status • Coach the leadership team with financial matters, strengthening the organisation's financial literacy



Multicultural Centre for Women's Health

• Australia
• Hospitals and Health Care
• 1 - 100 Employee

• Operations Manager

  • Dec 2018 - Mar 2020

  • Oversee and manage financial operations, develop and monitor annual budget and cash flow, provide regular reports to the Board and Committees, generate year-end reports, fulfil tax-related and annual audit requirements • Develop and maintain risk management policies and procedures • Ensure compliance to Australian Charities and Not-for-profits Commission, government and funding agencies • Oversee operational functions, including administration, IT, leases, contracts and purchases, ensuring all activities are adhering to risk policies • Liaise with relevant federal, state and local government departments, and community organisations



Amnesty International Australia

• Australia
• Civic and Social Organizations
• 1 - 100 Employee

• Data Migration and Report Lead

  • Mar 2018 - Nov 2018

  • Implemented new CRM system • Worked with the project team to provide required data map to vendor and validate results • Established data rules for new system • Developed financial and donor reports • Establish reporting processes • Implemented new CRM system • Worked with the project team to provide required data map to vendor and validate results • Established data rules for new system • Developed financial and donor reports • Establish reporting processes



NAB

• Australia
• Banking
• 700 & Above Employee

• Strategic project implementation & Change Management

  • Oct 2012 - Jul 2015

  Change Manager• Ran Group Treasury Transformation Forum, which governed the deployment of all IT and Regulatory strategic initiatives owned by the department• Established change management framework and communication plans for Fund Transfer Pricing project• Managed change across Risk, Treasury and Finance functions• Organised workshops to showcase and obtain buy-in from senior stakeholders• Assessed business impacts and developed implementation plans, target operating model and risk mitigation plans • Worked with respective team to assess required resources and capability• Designed user guide and provided training to business users Project and Change Lead• Implemented a revised Risk Management framework, with major operation restructure and changes in positions across the three lines of defence, often used in the banking industry• Established project objectives and scope, governance framework and implementation plan• Obtained approvals from the Group and division CROs, and Group Treasurer for the above• Managed all project communication, include author Group Asset and Liability Committee • Ran project steering committee• Managed SME working group for the delivery of project milestones • Influenced senior management within Australia and international divisions to take on new accountability• Worked with internal audit and governance functions to ensure the implementation was aligned with regulatory and internal requirements• Partnered with central operations management team to drive the transition of operational activities• Worked with Human Resources to ensure smooth transition of people into new departments and rolesBalance Sheet Management• Developed risk management framework • Developed tool kit to support product and balance sheet analysis• Developed reports to monitor business unit performance and compliance• Analysed and interpreted market data • Liaised with stakeholders for the specification and development of reports

• Manager, Enterprise Risk, MLC & NAB Wealth (Secondment)

  • Jul 2012 - Oct 2012

  Deliver the APRA required Internal Capital Adequacy Assessment Process (ICAAP) for MLC & NAB Wealth. Key achievements:• Established a risk and compliance framework to enable the launch of new Retirement Solutions Investment Guarantee products, which was approved by MLC & NAB Wealth Asset and Liability Committee• Delivered the APRA required Internal Capital Adequacy Assessment Process (ICAAP) for MLC & NAB WealthResponsibilities:• Lead the negotiation with senior management to establish roles and accountabilities for the risk management of the new retirement solution portfolio• Lead a review of the MLC & NAB Wealth risk profile, including capital, funding and liquidity management • Establish MLC & NAB Wealth stress testing framework, which was used to inform annual business plans, Risk Appetite Statement and Capital Management Plan• Manage project communication to key stakeholders including Wealth CRO, Appointed Actuary and Treasurer

• Senior Risk Analyst

  • Oct 2009 - Jun 2012

  Provide 2nd line balance sheet risk oversight for NAB Wealth and Retail banking unitsKey achievements:• Completed balance sheet risk assessment and profile for all NAB Wealth entities and businesses including Insurance, Superannuation and Funds under Management • Integrated the management of NAB Wealth balance sheet risk into the NAB Group policy and standards• Completed review of Wholesale Secured Funding standard for new APRA requirement for Covered Bonds• Established monthly balance sheet risk reports and reporting process for all units within scopeResponsibilities:• Analyse all balance sheet risks for NAB Wealth and Retail banking business units• Ensure appropriate risk policy, framework and limits are in place• Develop risk reporting framework and provide monthly risk dashboard to senior management• Perform risk compliance and assurance against regulatory requirements and internal policies• Assess balance sheet risks for new products and transactions and provide appropriate approvals• Supervise an analyst with balance sheet risk oversight and reporting for Personal and Business Banking

• Risk Reporting & Modelling Analyst, Group Balance Sheet Risk

  • Dec 2007 - Sep 2009

  Managing system development and changes; operational improvement and reporting process of interest rate and liquidity risk in the banking book.Key achievements:• Managed a project to develop a new configuration tool for the liquidity and market risk engine• Developed end-to-end change management process and user acceptance test frameworkResponsibilities:• Manage daily operations for the liquidity and market risk engine (Kamakura Risk Manager) • Ensure compliance with APRA APS 117 and 210, and produce relevant returns• Produce reports and insight for internal management• Release management, including prioritising requirements, planning, process changes, user acceptance testing and providing system training to end users• Data quality management and process mapping

• Business Analyst– Basel II Project, Group Finance (contractor)

  • Jun 2007 - Dec 2007

  Developed a new database for regulatory financial and risk reporting which provided analytical support to APRA Report Improvement (Basel I and Basel II) project.Key achievements:• Developed a new database for regulatory financial and risk reportingResponsibilities:• Establish financial reporting process to comply with APRA and Basel II credit risk capital requirements• Develop credit risk reconciliation processes



Mercedes-Benz Mobility AG

• Germany
• Financial Services
• 700 & Above Employee

• Support Analyst, Information & Process System

  • Nov 2005 - Jun 2007

  Key achievements:• Developed and automated monthly production of financial reports using MS SQL and VBA• Performed system and database administration, release management and implementationResponsibilities:• System and database administration• Provide system training• Manage external offshore vendors for all system changes and release implementation• Support asset securitisation to third-party investors• Develop financial models and reconciliation processes• Develop financial reports for business performance measurement

• Business Analyst, Information & Process System

  • Nov 2004 - Nov 2005

  Key achievements:• Developed a new loan repayment model (consumer sale by instalment), which was accredited by external actuaries• Developed monthly securitisation report provided to external third-party investorsResponsibilities:• Manage external vendor relationship• Engage with business stakeholders for requirement specification and prioritisation of delivery• Document functional specification for new system development• Manage user acceptance testing by business stakeholders• Develop and provide system training• Reconcile and analyse financial reports to support treasury and accounting function

• System Implementation Assistant, Information & Process System

  • Nov 2002 - Nov 2004

  Key achievements:• Designed new business operational processes and developed training documents for new systemResponsibilities:• Data analysis for the migration to a new data warehouse• Clarify and develop business processes for new system implementation• Develop system and new functionality training document• Facilitate workshop and user training for new system