Experience

amicaa

• Australia
• Financial Services
• 1 - 100 Employee

• Head of Business Services

  • Aug 2022 - Present

  amicaa is a specialist investment management and corporate advisory business. Its investment management arm manages capital for institutional and wholesale investors seeking attractive income-oriented returns from Australian and New Zealand private debt investments. Its corporate advisory arm provides independent advice to companies when making important strategic decisions, such as strategic mergers, acquisitions and joint ventures or raising equity capital. amicaa is a specialist investment management and corporate advisory business. Its investment management arm manages capital for institutional and wholesale investors seeking attractive income-oriented returns from Australian and New Zealand private debt investments. Its corporate advisory arm provides independent advice to companies when making important strategic decisions, such as strategic mergers, acquisitions and joint ventures or raising equity capital.



Colonial First State

• Australia
• Financial Services
• 700 & Above Employee

• Senior Manager Business Partnering

  • Jul 2015 - Aug 2022

  Responsibilities included: Business Partner supporting Product, Investment and Wrap platform teams on strategic initiatives across repricing, cost allocation and product profitability Managed team supporting revenue analysis and forecasting Assisted Business with finance support across responses to Royal Commission and Regulatory notices. Preparation of Board Papers for Finance updates Member of the Wrap Leadership team Separation activities in relation to CFS becoming a standalone business Achievements: In 2015, moved the Finance function for the Wrap platform to Sydney Received a CEO Award in 2018 for work performed on Banking Royal Commission. In 2019 selected for SponsHERship Program, which supported fourteen female leaders across the business. Developed reporting for SPS515 requirements in relation to revenue. Worked on the sale of Colonial First State to KKR in 2020. Show less



SFG AUSTRALIA LIMITED

• Australia
• Financial Services

• Manager Management Reporting

  • Apr 2008 - Mar 2015

  SFG is a leading non-aligned client focused financial advice and end-to-end wealth management firm, that was acquired by IOOF in August 2014. Responsibilities: Managed team of four to deliver timely, accurate monthly reports to Head of SFG and Business Heads across the Group. Analysing results and highlighting any cost overruns to be addressed by the Business. Maintained all finance systems and ensured systems eliminated any unnecessary processing. Involvement in migration of all client data to Xplan (in relation to automating invoicing/receipts and management reporting requirements. Achievements: Incorporated acquired companies into the SFG finance processes efficiently by utilizing systems and processes to cope with increased workflow without increasing headcount. Mergers and acquisitions included the initial merger of 13 groups (2008), Money Managers (2009), Walmsley Halligan (2009), merger with Snowball Group (2011), Spencer’s (2012) and Lachlan Partners (2013). Development of a strong motivated team able to adapt to increasing work pressures arising from acquisitions, by continually improving and refining processes. Customer Service focused team to both internal and external clients. Show less



Swaab

• Australia
• Law Practice
• 1 - 100 Employee

• Finance Manager

  • Jan 2006 - Mar 2007



British Airways

• United Kingdom
• Airlines and Aviation
• 700 & Above Employee

• Finance Manager World Sales

  • Sep 1997 - Aug 2002

  World Sales covers UK&I Sales, telesales and all overseas commercial and airport operations. Achievements: Streamlined processes, resulting in a headcount reduction from 8 to 5. Established quarterly forums and fortnightly conference calls with worldwide business managers to enable them to work more effectively as a team. Established processes to co-ordinate the World Sales budget process to ensure compliance with central requirements. Tracking of profit improvement initiatives to ensure World Sales were able to meet their commitments. Show less



Gemini Consulting & Services

• United States
• IT Services and IT Consulting
• 300 - 400 Employee

• Consultant

  • Jan 1997 - Jul 1997

  Consulting role support internal research projects. Examples:Tourism Industry - Overview of the European bus market, overview of Air France, understanding the dynamics and changes in the air transport industry and associated implications.Securities industry - Analysing the effects of deregulation of the financial markets in the UK (1986), known as the “Big Bang”, and the implications for the Japanese, when they announced their own finance industry reforms.

• Business Analyst

  • May 1994 - Dec 1996

  Supported Healthcare and Innovation industry groups (as well as continuing support of finance offices across Europe, South Africa and Asia)Achievements:Four month secondment to manage Norwegian office accounting department in 1995,whilst replacement was found for the Finance Manager. This involved fortnightly visits to Oslo to manage, train, support and advise the local team of five.

• Analyst - European Finance Team

  • Jan 1992 - May 1994

  Achievements:International training, advice and support for nine offices worldwide.Facilitated the transition to bring Japan office online to the international Gemini system. This involved three weeks of training, advice and support to the local team in Tokyo followed by six months of on call support from Paris.Established the Gemini consolidation package on disk to meet all holding company requirements and reducing workload for accounting offices.Reorganization of the financial processes and systems for the Italian office. Show less



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Professional Year Technical Co-ordinator

  • May 1990 - Aug 1991

• Auditor

  • Feb 1988 - Apr 1990