Experience

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  Bank Australia

  • Melbourne, Victoria, Australia

  • Head of External Reporting & Control and Company Secretary

    • Oct 2016 - Present
    • Melbourne, Victoria, Australia

    Responsibilities:Managing teams across the Finance function responsible for:- Financial governance and assurance.- Accounting, tax and regulatory policy and advice.- Financial, regulatory and tax compliance and reporting.- Capital and credit risk analytics, modelling and credit provisioning.- Finance Operations, including transaction processing, settlement and reporting, and payroll. - Company secretarial.Key Achievements:- Transformed financial and regulatory reporting through the establishment of a data management function and the implementation of a corporate data warehouse and reporting applications.- Re-designed and automated the Financial Report to align with internal management reporting and to more effectively tell the bank’s financial story.- Rationalised the bank’s entity structure.- Implemented an accounting policy manual and tax operations manual and provided accounting, regulatory and tax advice on new business opportunities, investments and transactions.- Liaised with a third party consultancy to design, develop and implement expected credit loss models to support credit provisioning and establish and develop a credit risk analytics and insights function.- Developed an integrated income tax provision and return model supporting accounting, reporting and compliance.- Remediated the bank’s governance and infrastructure supporting CRS/FATCA compliance.- Upgraded the human resource and payroll system, automating position management, payroll, payments and reporting and delivering rostering, time and attendance and self-service capability.- Designed and implemented the Bank’s delegations of authority framework and policy and defined the guiding principles and methodologies supporting financial delegations.

• 

  NAB

  • Melbourne, Victoria, Australia

  • Treasury Consultant

    • May 2016 - Oct 2016
    • Melbourne, Victoria, Australia

    Engaged to review the governance and control environment supporting Group Treasury.Key Achievements:- Strengthened the process and control environment supporting compliance with APRA’s prudential requirements across first and second lines.- Reviewed governance processes. Recommendations were endorsed to improve the robustness of the end-to-end operating model and infrastructure supporting Group Treasury.

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  Everest Coaching

  • Melbourne, Australia

  • Founder & Director

    • Jun 2013 - Oct 2016
    • Melbourne, Australia

    A personal and business development consultancy that provides leadership and performance coaching to individuals and teams.Coached clients to develop their behavioural flexibility, communication, thinking and decision-making through the application of Meta Dynamics and Extended DISC methodologies.

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  Barclays

  • Singapore

  • Consultant

    • Apr 2012 - Mar 2013
    • Singapore

    Engaged to evaluate and support the migration of business processes to the captive service centre in India.Key Achievements:Obtained sponsorship, rationalised and migrated Finance’s global Executive Compensation processes to the bank’s captive service centre in India.

• 

  Macquarie Group

  • Singapore

  • Division Director

    • Jan 2011 - Dec 2011
    • Singapore

    Responsibilities:Managing teams across the Finance function responsible for:- Financial, regulatory and tax reporting and compliance.- Financial and regulatory reporting and advice to the Board of Directors and local governance committees.- Review business and functional operating models to reduce the complexity and cost of the organization’s footprint.- Review commerciality of new business opportunities, including advice on legal entity structures, the impact of regulations and regulatory limits, accounting treatment and infrastructure requirements.Key Achievements:- Established Macquarie Bank’s Singapore Branch to support the Fixed Income Currencies and Commodities, Equities and Wealth Management businesses.- Designed, developed and implemented the bank’s strategic regulatory reporting tool (AxiomSL) for the Singapore Branch.- Implemented management reports providing financial and regulatory insights and metrics.- Thought leader to Finance’s global captive offshore strategy.- Offshored roles to the bank’s captive service centre in India.- Rationalised legal entity structure resulting in five entities approved for deregistration.

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  Deutsche Bank

  • Singapore

  • Finance Director

    • Nov 2004 - Jan 2011
    • Singapore

    Responsibilities:- Principal stakeholder manager to the Head of Global Markets Asia and the Chief Operating Officer, responsible for Finance’s service delivery.- Financial performance reporting.- Develop Finance’s decision support capability, providing timely and reliable financial and non-financial information, analysis and advice.Key Achievements:- Executed Finance’s Transformation strategy, managing internal and external stakeholders, managing the cross-functional migration of roles and responsibilities and implementing Finance’s new operating model.- Implemented the Quarterly Business Review process, providing insight into the business’ position and performance.- Built a Financial Performance and Analytics team to enable Finance’s decision support capability.

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  Credit Suisse

  • Switzerland
  • Banking
  • 700 & Above Employee

  • Vice President

    • Sep 2002 - Apr 2004

  • Vice President

    • Aug 1999 - Sep 2002

  • Vice President

    • Jul 1997 - Jul 1999

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  PwC

  • London, United Kingdom

  • Assistant Manager

    • Aug 1990 - Aug 1995
    • London, United Kingdom