Experience

One Key Access

• Australia
• IT Services and IT Consulting
• 1 - 100 Employee

• Co-founder and CFO

  • Jul 2020 - 3 years 6 months

  Melbourne, Victoria, Australia



Australia Post

• Australia
• Consumer Services
• 700 & Above Employee

• Head of Corporate Finance/ Commercial Advisory

  • Feb 2011 - Jul 2020

  Melbourne, Australia • Investment Appraisals - manage the financial & commercial evaluation of all business investments across Australia Post with a team of 6 Managers & Analysts to (1) deliver insight [returns, risks, strategic fit] & recommendations; (2) help business areas develop business cases; and (3) develop & maintain investment evaluation framework, policies, guidance notes, training & tools • Lead and support key strategic projects and transactions including project management and cross-functional team… Show more • Investment Appraisals - manage the financial & commercial evaluation of all business investments across Australia Post with a team of 6 Managers & Analysts to (1) deliver insight [returns, risks, strategic fit] & recommendations; (2) help business areas develop business cases; and (3) develop & maintain investment evaluation framework, policies, guidance notes, training & tools • Lead and support key strategic projects and transactions including project management and cross-functional team co-ordination, due diligence, structuring, research, negotiation, stakeholder management and drafting/ presentation of findings & recommendations • Lead financial modelling and valuation for acquisitions, divestment, joint ventures, new business proposals, contract tenders, performance reviews, procurement, property development and other key strategic projects • Economic, market intelligence, competitor and benchmarking research/ insight for management • Enterprise Valuation for corporate planning and government shareholder reporting • Impairment Testing and Purchase Price Allocation work post acquisition • Strategic Consulting - including Business Strategy and Commercial Reviews Assignments • Investment Economic Returns and Benefits Analysis and Advice • Benefits Realisation - Drive Benefits Realisation on investments and key enterprise programs

• Manager, Investment Performance

  • Sep 2006 - Jan 2011

  Melbourne, Australia • Portfolio Companies Management - Oversaw the financial management of Post’s subsidiaries & joint venture (JV) companies, which included: - monthly and quarterly performance reports for the Australia Post Board and the Government Shareholder; - provision of strategic/ financial advice and support to the subsidiaries and JV companies including strategic planning, significant projects, acquisitions, major contracts, financing & treasury etc - Provided advice & support for… Show more • Portfolio Companies Management - Oversaw the financial management of Post’s subsidiaries & joint venture (JV) companies, which included: - monthly and quarterly performance reports for the Australia Post Board and the Government Shareholder; - provision of strategic/ financial advice and support to the subsidiaries and JV companies including strategic planning, significant projects, acquisitions, major contracts, financing & treasury etc - Provided advice & support for Australia Post’s senior management on subsidiaries and JV companies affairs including parental funding, business strategies, strategic planning, approval of projects and acquisitions, commercial contracts, financial structure, risk management strategies, performance issues and improvement opportunities • M&A Support - including acquisition target research, valuation advice, due diligence management, project management, financial modelling and integration support • People Management - manage one full time financial analyst

• Manager, Financial Planning and Performance

  • Jan 2006 - Sep 2006

  Melbourne, Australia • Financial Planning and Performance Reporting - coordinated the overall corporate financial reporting process and production of monthly performance report, quarterly business review and annual corporate budget for the Australia Post Board and senior management • Balance Sheet Management - managed the Corporation’s key Balance Sheet Liabilities • Strategic Planning - reviewed and provided inputs to the annual strategic plans of all business units • People Management - managed a team of… Show more • Financial Planning and Performance Reporting - coordinated the overall corporate financial reporting process and production of monthly performance report, quarterly business review and annual corporate budget for the Australia Post Board and senior management • Balance Sheet Management - managed the Corporation’s key Balance Sheet Liabilities • Strategic Planning - reviewed and provided inputs to the annual strategic plans of all business units • People Management - managed a team of 5 analysts and liaise with senior management and finance managers across Australia Post

• Financial Analyst, Business Analysis & Policy

  • Apr 2002 - Dec 2005

  Melbourne, Australia • M&A Advisory & Support - advised and supported senior management on mergers and acquisitions, joint ventures and significant new business developments including: target research (including comps, financial data and operational information), strategic evaluation, financial modelling, valuation, structuring, acquisition impacts analysis, project management, due diligence management, post-acquisition integration planning, co-ordination of key internal and external service providers, and drafting… Show more • M&A Advisory & Support - advised and supported senior management on mergers and acquisitions, joint ventures and significant new business developments including: target research (including comps, financial data and operational information), strategic evaluation, financial modelling, valuation, structuring, acquisition impacts analysis, project management, due diligence management, post-acquisition integration planning, co-ordination of key internal and external service providers, and drafting recommendations, summary reports and Board Papers for updates and final approvals • Investment Evaluation - evaluated and provided recommendations on major capital investment decisions • Capital Planning and Reporting - managed Australia Post’s capital investment program, compile annual capital budget and quarterly Board reports • Capital Investment Policy Development & Maintenance - maintained and improved Australia Post’s Capital and Investment Policy and business case process



Challenger Limited

• Australia
• Financial Services
• 700 & Above Employee

• Corporate Finance Executive

  • Mar 2001 - Apr 2002

  Melbourne, Australia Challenge Corporate Finance is a boutique Investment Bank based in Melbourne • M&A transaction execution - advised clients on a number of completed and incomplete transactions including the merger between Incitec Ltd and Pivot to form Incitec Pivot Ltd and Advised Nufarm on its acquisition Davidson Industries Pty Ltd etc • Debt Capital Market - advised clients on a number of public hybrid or debt securities issues and debt funding startegy including advising Nufarm on its successful… Show more Challenge Corporate Finance is a boutique Investment Bank based in Melbourne • M&A transaction execution - advised clients on a number of completed and incomplete transactions including the merger between Incitec Ltd and Pivot to form Incitec Pivot Ltd and Advised Nufarm on its acquisition Davidson Industries Pty Ltd etc • Debt Capital Market - advised clients on a number of public hybrid or debt securities issues and debt funding startegy including advising Nufarm on its successful NZ$225 million Capital Notes issue in New Zealand • Preparing research, financial models, valuation and structuring advice to support key transactions. • Project management and due diligence support for key transactions undertaken; • Preparation of key transaction documentation, including prospectus, information memoranda & takeover offers; and • Preparing and presenting presentations, discussion papers, briefings and pitches for clients. Show less



IQ Corporation Pty Ltd

• Strategic Business Development Manager

  • Apr 2000 - Mar 2001

  Melbourne, Australia • Strategic Planning and development - development of detailed business plans and financial models for key business units • Transactions support - advised, managed and supported a number of transactions undertaken including acquisitions, private capital raising and Joint Venture proposals Financial Management - Budgeting, business performance analysis and preparation of monthly and annual financial reports for business units across Australia, UK and Israel



KPMG

• Canada
• Accounting
• 700 & Above Employee

• Assistant Manager

  • Mar 1996 - Apr 2000

  Melbourne, Australia • Audit & Assurance - planning and executing audit engagements • Financial Analysis • Financial Statements Preparation • Financial Due Diligence Clients included: Life insurer, funds managers, superannuation funds, consumer finance, packaging and media companies