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Bio

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Simon Ward is a seasoned finance professional with 20+ years of experience in corporate finance, mergers and acquisitions, strategy, and management. He has held various leadership positions, including Chief Financial Officer at Harmoney and Oracle Team USA & Core Builders Composites. Simon holds a Chartered Global Management Accountant degree and a Bachelor of Commerce (Hons) in Accounting & Finance from the University of Auckland.

Experience

  • Harmoney
    • Auckland, New Zealand
    • Chief Financial Officer
      • Apr 2014 - Present
      • Auckland, New Zealand

      Harmoney was established in 2014 to introduce peer to peer lending to New Zealand. Harmoney has since become the largest online personal lending platform in Australia and New Zealand, giving people a quick and simple way to borrow online. Harmoney provides risk-priced, unsecured personal loans up to $50,000 and has helped 50,000 customers borrow more than $1.7 billion through over 80,000 loans (as of Jul 2020).

  • Oracle Team USA & Core Builders Composites
    • Warkworth, New Zealand & San Francisco, CA
    • Chief Financial Officer
      • May 2010 - Mar 2014
      • Warkworth, New Zealand & San Francisco, CA

      Responsible for the financial management and human resources administration of Oracle Team USA, Core Builders Composites and associated companies, with activities across North America, Europe and New Zealand. Member of, and financial advisor to, the Oracle Team USA strategy group, which directed the team's successful campaign to defend the 34th America’s Cup.

  • Core Builders Composites
    • Warkworth, New Zealand & Washington, USA
    • Finance Manager
      • Jun 2008 - Apr 2010
      • Warkworth, New Zealand & Washington, USA

      Established CBC’s Warkworth facility before relocating to Washington to take on the financial management and human resources administration for the manufacture of the 90 foot wing-sailed trimaran in which Oracle Team USA won the 33rd America’s Cup in February 2010.

    • Business Finance Manager
      • Sep 2002 - Mar 2008

      Responsible for forecasting, performance reporting, price verification and monitoring operational controls for Bank of America's European Rates, Currencies, Commodities, Credit and Equity businesses.

    • Solicitor
      • Feb 1999 - Mar 2002

      Corporate/Commercial and Banking/Finance and solicitor, with particular experience in:• Mergers and acquisitions.• Corporate finance.• Corporate restructuring.• Insolvency.• Management incentive schemes.• Joint ventures.• Distributorship, licensing and outsourcing arrangements.• General contractual advice.

    • Accountant
      • Nov 1994 - Sep 1997

      Provided management, financial and taxation accounting services to a broad range of medium sized businesses.

Education

  • 2003 - 2005
    The Chartered Institute of Management Accountants
    Chartered Global Management Accountant
  • 1993 - 1998
    University of Auckland
    Bachelor of Commerce (BCom) Hons - Accounting & Finance, Bachelor of Laws (LLB) - Commercial Law
  • Kamo High School, Whangarei

Suggested Services

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Industry Focus. “Financial Services”

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