Experience

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  Irish Life Investment Managers

  • Ireland
  • Financial Services
  • 200 - 300 Employee

  • Senior Financial & Product Governance Manager

    • Apr 2023 - Present

  • Property Finance Manager

    • Apr 2015 - Apr 2023

    Reporting directly to the CFOMain responsibilities:• Lead a team of Financial Accountants• All accounting related activities for €3.5bn of assets under management across a wide range of asset classes (office, retail, industrial, residential & Infrastructure)• A key player in the setup and management of a range of fund structures (ICAV, QIAIF, Unit Trust, Limited Partnerships, Section 110 Companies, Irish SPV holding companies, European SPVs)• Monthly reporting to senior management, board or directors and investors• Cash flow reporting• Application owner and system administrator of our property management system, MRI Horizon (we also previously used Bluebox/Tramps)• I am currently leading an upgrade project for Horizon• Support property team in due diligence of potential acquisitions• Oversight and co-ordination of activities with third parties (property managing agents, fund administrators, depositary, auditors, tax advisors, legal advisors, company secretarial)• Ensure good governance, efficient processes and strong internal controls• Complete quarterly risk reviews• Ensure all tax and regulatory returns are accurate and filed on time• Oversight and review of NAV, financial statement and audit processes

  • Property Accountant

    • Nov 2011 - Mar 2015

    Main responsibilities:• Monthly management reporting on property funds (e.g. variance analysis, balance sheet reconciliations)• European SPVs – conversion of monthly management accounts from local GAAP to IFRS and co- ordination of annual audit process.• Oversight of property managing agents to ensure that their deliverables were completed in a timely manner.• System administration and providing training on Property management systems (Trace Bluebox and then Horizon). I spent the majority of 2014 leading the migration from Bluebox to Horizon.

  • Data Quality and Income Specialist

    • Oct 2007 - Oct 2011

    Main responsibilities:• To manage the security prices and benchmark data that were received from external providers daily and to ensure that they were accurate.• Setup of new funds on internal systems.• To manage relationships with the external data providers.• To ensure that dividends due on securities held were paid accurately and in a timely manner.

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  Irish Life Corporate Business

  • Dublin City, County Dublin, Ireland

  • Pension Consultant

    • Dec 2003 - Sep 2007
    • Dublin City, County Dublin, Ireland

    Main responsibilities:• Completing renewals (issuing risk benefits, costs and benefit statements to our customers) and answering queries from brokers and employers.• Main contact for Hewitt Associates who were the biggest broker that my team looked after. This relationship involved regular contact by phone and email, the preparation of monthly service reports and service meetings two or three times a year.• Training new members of the team.