Experience

LK Group (Melbourne)

• Australia
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Financial Controller

  • Jun 2022 - Present

  LK Group is a Melbourne based private group with diverse interest across property, technology, retail, sporting, hospitality, human resources, business transformation and outsourcing spanning operations in Australia, the Philippines as well as the United States. My role is responsible for the financial reporting process across multiple businesses and industries and incorporating new businesses into the reporting structure. There is also a focus on implementing new processes and procedures throughout the group and also mentoring and motivating the finance team.



Nimble Australia Pty Ltd

• Australia
• Financial Services
• 1 - 100 Employee

• Financial Controller

  • Apr 2018 - May 2022

  Nimble is one of Australia's leading fintech businesses providing a range of online consumer financial services products including small and medium loans, unsecured personal loans and car loans. My role included annual statutory financial reports, quarterly and monthly reporting and liaison with a range of stakeholders including the board, shareholders, private equity debt holders, ASIC, APRA and internal departments and cross functional teams. I was also involved in working with external technology providers and cross functional project teams to develop and bring to market a range of new and unique online consumer financial services products. Achievements: • Implementation of real time customer loan funding through New Payments Platform (NPP). Resulting in instant customer funding and bank fees savings of $100K p.a. • Successful R&D claim for website software resulting in an $900K tax offset • Introduced Airwallex FX payments platform resulting in FX fee savings and supplier payment efficiencies • Security Trust Warehouse set up and reporting to enable $25m of new debt funding • Audit tender process resulting in a $300K savings over 3 years



Coulson Tiles Pty Ltd

• Finance Director

  • Sep 2015 - Mar 2018

  Coulson Tiles is a tile wholesaler importing tiles from Thailand, Malaysia, China and Italy and selling to national chains including Bunnings, Carpet Court and independent tile stores across Australia. The role involved extensive supply chain and inventory management as well as foreign exchange transaction and hedging. Responsibilities and Achievements: • Closely working with the supply chain area to ensure optimal levels of inventory ordered and held for optimal working capital management • Successful tender of new IT and external payroll service provider leading to overhead savings and efficiencies • Execution of foreign currency hedging strategy (USD and Euro) to manage FX costs • Systems and reporting improvements focusing on timely KPI measures to enable decisive executive action • Managing and developing finance team of AR, AP, payroll and Management Accountant



Connective

• Australia
• Financial Services
• 100 - 200 Employee

• Contract Financial Controller

  • Jun 2015 - Jul 2015

  Connective is a mortgage aggregator which brings together banks and other financiers and mortgage brokers. This contract role was to assist with the company's first statutory year end audit. Key responsibilities included preparation of the year end audit file, drafting the statutory accounts and being the main contact point for the auditors, Deloitte. Connective is a mortgage aggregator which brings together banks and other financiers and mortgage brokers. This contract role was to assist with the company's first statutory year end audit. Key responsibilities included preparation of the year end audit file, drafting the statutory accounts and being the main contact point for the auditors, Deloitte.



PBS SERVICES PTY LTD

• Australia
• Retail
• 1 - 100 Employee

• CFO

  • Jun 2014 - May 2015

  PBS Services Pharmacy Group manages 40 Priceline and Nova pharmacies in Victoria, NSW, Qld and SA. Key responsibilities: • Product gross margin profitability analysis by category and store enabling timely exception management • Data warehouse setup providing combined operational and financial reporting • External stakeholder management including banks, franchisor and wholesalers • Assisting the CEO and General Manager as part of the executive team PBS Services Pharmacy Group manages 40 Priceline and Nova pharmacies in Victoria, NSW, Qld and SA. Key responsibilities: • Product gross margin profitability analysis by category and store enabling timely exception management • Data warehouse setup providing combined operational and financial reporting • External stakeholder management including banks, franchisor and wholesalers • Assisting the CEO and General Manager as part of the executive team



KFC

• United States
• Restaurants
• 700 & Above Employee

• CFO | Financial Controller, Group Accounting Manager

  • Oct 2005 - Jun 2014

  Southern Restaurants is a national KFC and Pizza Hut franchisee with 66 stores in Victoria, NSW, SA and ACT. Key responsibilities: • Completed the successful $20m purchase of another franchisee group from due diligence to group integration. This increased the group’s store numbers from 44 to 66 sites and revenue increase by 50% • Retendered accounting and audit services for the group resulting in an annual savings of $370K p.a. • Implemented the interest rate management program through $65m SWAP program saving approximately $280K in interest p.a. • Liaison with franchisor (Yum Restaurants) including new store openings, business reviews, franchise renewals and sale and refranchise of existing stores • Banking relationship management including covenant reporting, applying for new debt facilities, interest rate SWAP strategy and reorganization of existing debt facilities (Westpac, CBA and NAB) • Managed and developed external advisor relationships including taxation advisors, valuers, bankers, insurance brokers, lawyers and auditors • Improved and developed financial systems reporting in Pronto replacing manual spreadsheet reporting and halving of the reporting cycle timeframe for over 80 cost centers • Centralised the Pizza Hut Financial functions from Adelaide to Melbourne offices.



Development Victoria

• Australia
• Government Administration
• 200 - 300 Employee

• Senior Management Accountant

  • Jul 2001 - Sep 2005

  Key responsibilities: • Completed commercial feasibility analysis for new marina structure, stadium rates negotiation, retender of outdoor cleaning contract, car parking services contract, asset valuations for infrastructure assets • Developed technical policy positions. COGS policy, asset ownership, qualified statutory reports • Installed the first online credit card readers in parking meters • Business Unit financial analysis, reporting, service contract management, commercial and financial support to the City Manager and Development Managers • Infrastructure project analysis, forecasting and reporting



City of Melbourne

• Australia
• Government Administration
• 700 & Above Employee

• Treasurer, Senior Management Accountant

  • Dec 1997 - Jun 2001

  Key responsibilities: • Management of the Investment Portfolio ($86 million externally managed and $13 million internally managed) and Banking Services contract • Subsidiary company reporting and project analysis, including property transfers, evaluation of business proposals, contract tenders and loan applications • Review and analysis of investment opportunities • Developed the 3 way integrated financial planning model (key commercial drivers, cash flows, p&l’s, balance sheet) • Provided financial commercial analysis of monthly council committee papers



Campbell's

• United States
• Food and Beverage Services
• 700 & Above Employee

• Corporate Consolidation Manager, Financial Accountant

  • May 1995 - Nov 1997

  Key responsibility: Consolidation of Australasian group companies (Australia, New Zealand, Malaysia and Hong Kong) for monthly reporting to local management and US listed parent company. Key responsibility: Consolidation of Australasian group companies (Australia, New Zealand, Malaysia and Hong Kong) for monthly reporting to local management and US listed parent company.



Pitcher Partners

• Australia
• Accounting
• 700 & Above Employee

• Senior Accountant

  • Nov 1991 - Apr 1995

  Senior Accountant in the Business Service division servicing mid to large size business in business advisory, audit and taxation services. Senior Accountant in the Business Service division servicing mid to large size business in business advisory, audit and taxation services.



Foo Kon Tan

• Singapore
• Accounting
• 100 - 200 Employee

• Secondee Auditor

  • Jan 1994 - Apr 1994

  Secondee auditor as part of the international secondment program whilst employed at Pitcher Partners Secondee auditor as part of the international secondment program whilst employed at Pitcher Partners



KPMG

• Canada
• Accounting
• 700 & Above Employee

• Accountant

  • Mar 1991 - Nov 1991

  Graduate Accountant. KPMG Private Business Services Division formed a new firm, Pitcher Partners in November 1991. Graduate Accountant. KPMG Private Business Services Division formed a new firm, Pitcher Partners in November 1991.