Experience

Cbus Property
• Australia
• Real Estate
• 1 - 100 Employee
• Treasury Manager

  • Feb 2019 - Present


Centre for Policy Development

• Australia
• Public Policy Offices
• 1 - 100 Employee

• Treasurer

  • 2013 - Oct 2022

  Director / Treasurer on a volunteer board Director / Treasurer on a volunteer board


Vicinity Centres
• Australia
• Real Estate
• 700 & Above Employee
• Treasury Manager

  • Oct 2018 - Feb 2019

Dexus
• Australia
• Financial Services
• 700 & Above Employee
• Treasury Consultant

  • Apr 2018 - Sep 2018


Charter Hall

• Australia
• Real Estate
• 500 - 600 Employee

• Treasury Operations Manager

  • Oct 2015 - Jan 2018

  Treasury system management. Running a team of people for day to day operations including debt rolls, swap settlements, valuations, audit queries and compliance.

• Treasury Analyst

  • Jun 2013 - Oct 2015

  Treasury system management,running day to day operations including debt rolls, swap settlements,valuations, audit queries and compliance.



Vodafone Hutchison Australia

• External Treasury Manager

  • May 2010 - Nov 2012

  Settlement of the $3b and $1.7b Syndicated loan facilities Management of loan facilities, term selection, roll notices & cash flows and reporting. Management of foreign exchange contracts and Interest rate hedges. Compliance reports on loan facilities. Modelling funding strategies. General Ledger entries and hedge accounting for the loan facilities. Preparation and of Business Continuity Plan, Risk Matrix and risk mitigation strategies. Settlement of the $3b and $1.7b Syndicated loan facilities Management of loan facilities, term selection, roll notices & cash flows and reporting. Management of foreign exchange contracts and Interest rate hedges. Compliance reports on loan facilities. Modelling funding strategies. General Ledger entries and hedge accounting for the loan facilities. Preparation and of Business Continuity Plan, Risk Matrix and risk mitigation strategies.



Rubicon Asset Management Ltd

• Assistant Treasurer & Manager Finance and Fund Operations

  • Jul 2004 - Jul 2010

  Rubiocn had over $5 billion invested in real estate internationally and over $200 million of managed investments including equity and loan portfolios. Assistant Treasurer Involvement in several IPOs, equity raisings, and debt raisings, Managed the FX portfolios for the management company and investment trusts with the associated Accounting. Reviewed, selected and implemented Treasury management software Presentation of in depth forecasts and associated analysis in due diligence of the acquisition of mezzanine loan portfolios Created 2-year cash flow model for the Rubicon Group of trusts and companies, the group held in excess of 50 individual investment properties, associated loans, currency hedging and interest rate hedging. Manager Finance and Fund Operations Unit Pricing for onshore and offshore equity trusts, Preparation of management reports including; consolidated profit and loss, consolidated balance sheets. Reconciliation of management and trust bank accounts Reporting on ASIC Licence requirements Show less



National Australia Bank

• United Kingdom
• Banking
• 1 - 100 Employee

• Manager daily reporting - National Custodian Services

  • Jan 2001 - Feb 2004

  Management of the 24 hour reporting cycle to Investment managers on a daily basis.Working on the development and implementation of the Pace Data Warehouse system and the interface with HiPortfiolo and client requirements.Creation and checking data uploads for external parties, including QIC, MLC and William Mercer for both invetment management systems and general leger systems.Management of client queriesReview of new clients processing and related requirementsCreation of systems review of information in Hi-Portfolio to 3rd party systems such as Bloomberg & Information Express Show less

• Team Leader Daily Reporting - National Custodian Services

  • Jun 1999 - Jan 2001

  Running a team of people tasked with creation and checking data uploads into a number of fund manager data warehouse systems. This includes completeness, format control and accuracy.


NIML
• Netherlands
• Professional Training & Coaching
• Trust accountant

  • 1995 - 1999