Experience

Toronto Hydro

• Canada
• Utilities
• 700 & Above Employee

• Director

  • Dec 2022 - Present



Enercare Inc.

• Canada
• Consumer Services
• 400 - 500 Employee

• Senior Manager, Corporate Reporting

  • Feb 2022 - Dec 2022

  • Ensured the monthly business review presentation materials (MBR) are prepared timely and accurately • Built relationships with stakeholders to improve the month and quarter end processes to enhance the timeliness and quality of deliverables • Developed new reporting tools to assist with the submission of month and quarter end close • Ensured the monthly business review presentation materials (MBR) are prepared timely and accurately • Built relationships with stakeholders to improve the month and quarter end processes to enhance the timeliness and quality of deliverables • Developed new reporting tools to assist with the submission of month and quarter end close



MLC Australia

• Australia
• Financial Services
• 400 - 500 Employee

• Associate Director, Reporting and Strategic Projects

  • Aug 2019 - Oct 2021

  Trusted adviser for the sale of MLC Wealth Limited to IOOF Holdings limited for $1.4bn. Responsible for delivering the due diligence and supporting schedules to interested parties to support the sale. Performed deep dive into expenses to identify cost saving opportunities. Reviewed the offshore financial control function procedures and streamlined processes to bring the process back onshore. Deep dive into the Advice business to provide recommendations on the structure to the ELT.

• Associate Director, Reporting

  • Aug 2017 - Aug 2019

  Delivered management and financial reporting for the Wealth business which involved interpreting financial results against consensus, competitors and business trends to provide insights to the CFO and group executives. Managed the delivery of the Results Announcement and Investor Presentation for the Wealth business to Group. Facilitated Oracle Hyperion and SmartView training for all team members. Mentored and coached a team of three.

• Manager, Performance Management

  • Aug 2015 - Aug 2017

  Trusted adviser for Group Executives and their direct leadership team for the rollout of NAB's executive performance management framework across the Wealth division, which included delivering strategic scorecards, performance dashboards and strategy execution plans.

• Manager External Reporting

  • Jan 2014 - Aug 2015

  Reviewed and presented Board papers in relation to quarterly reporting for the Boards, including for AFSLs, dividend payments, capital injections and capital reductions. Monitored the monthly reporting for Australian Financial Services Licensees’ compliance obligations. Managed the APRA submissions and statutory reporting obligations for the Group



NAB

• Australia
• Banking
• 700 & Above Employee

• Manager, Board Reporting

  • Jul 2012 - Jan 2014

  Prepared the monthly Board Reporting for the CEO, CFO and Performance Council to provide timely insights on the Group performance. Deep dived into the Net Interest Margin Analysis to ensure it was calculated consistently compared to peers. Owned the reporting on Asset Quality and Provision for Bad & Doubtful Debts, UK business units and all-bank general expenses. Engaged and liaised with key stakeholders across the bank to coordinate deadlines and expectations for the half-year and year end processes with the respective business lines. Preparation of key notes for inclusion in the Results Announcement and Annual Financial Report.

• Senior Analyst, Group Financial Control

  • May 2011 - Jul 2012

  Reviewed reconciliations and movements for Equity and Reserves for the National Australia Bank. Monthly submission of HFM and applicable validations to ensure accurate reporting. Accounting for Share Based Payments for the National Australia Bank in accordance with accounting standards.



Billabong Group - Australia

• Australia
• Retail
• 100 - 200 Employee

• International Financial Accountant

  • May 2009 - Feb 2011



PwC

• Professional Services
• 700 & Above Employee

• Auditor

  • Jun 2007 - May 2009