Experience

St Bart’s

• Australia
• Non-profit Organization Management
• 1 - 100 Employee

• Finance Business Partner

  • Apr 2021 - Present

  Managing the finance team comprising a senior accountant, payroll, accounts payable and receivable staff members, my primary responsibility is the integrity of the financial reporting and performance of the organization including, monthly executive reporting, budgeting, financial planning, analysis, and advice to the executive ensuring that all financial compliance, regulatory, legal and reporting requirements are completed in line with best practice. A key aspect to this role is to partner with the operational managers, and executives to bridge the gap between the operational side of the business with the financial controls and reporting, producing meaningful analysis and reports with a view to optimise the decision making process and ensure the scarce resources are utilized in the most effective means possible to meet the organizational objectives. My Strategic Objective is as follows: • Ensure efficient, accurate and compliant reporting. • Partner with operational areas and provide detailed business analysis to ensure optimal business performance. • Embrace a change management approach to ensure all areas and procedures continue to develop and evolve in an ever changing business and financial environment. • Develop and promote a high performing teams and culture. • Promote a robust decision making process with Finance as the source of truth for the business.



Murdoch University

• Australia
• Higher Education
• 700 & Above Employee

• Senior Financial Analyst

  • Oct 2020 - Apr 2021

  The primary purpose of my role at Murdoch University is to support the Colleges in the areas of budgeting, forecasting, financial management and control, and reporting by providing accurate, relevant and timely financial information. As a Senior Financial Analyst I facilitate robust decision-making and maintain open communications between the Finance Office and it’s stakeholders in understanding their financial position and providing a firm platform for long term financial sustainability. Strategic Objective: • Ensure efficient, accurate and compliant reporting • Plan for long term financial sustainability • Develop a high performing teams and culture • Facilitate a robust decision making process with Finance as the source of truth • Responsibly protect, manage and maximize University resources • Optimize through embracing technology and automation • Continually engage with stakeholders with a focus on risk



Child and Adolescent Health Service

• Nedlands, Western Australia, Australia

• Finance Manager / Management Accountant

  • Oct 2019 - Aug 2020

  Working directly with the Executive Director, Director and Heads of Departments, I am the Finance Manager for the Medical Services Directorate and the Procurement, Infrastructure and Contracts Management Directorate at the Perth Children’s Hospital (PCH). My primary responsibility is the financial accuracy and integrity of the division’s financial results, working with, and reporting to, other finance divisions within CAHS and the WA Health Department. My secondary responsibility is to partner with the business as the financial specialist and to promote a culture of continuous improvement and as a key member with research, development and implementation of initiatives and projects to promote PCH, CAHS and our services to the community. Duties: • Responsible for all aspects of accounting, financial and business management and control; • End of month preparation and business unit consolidation; • Preparation and submission of consolidated financial accounts; • Preparation and presentation of monthly senior management reporting; • Completion of detailed business unit reporting including clear insightful reports and analysis; • Develop, manage and maintain the budget process within a complex organisation; • Proactively manage the external audit process and requirements; • Provide senior management with accounting and financial management support and advice; • Partnering with senior management develop, implement and monitoring of business cases for new/improved services to be presented to internal and external stakeholders; • Manage, control and monitoring of various contracts; • Develop and promote effective working relationships with all levels of staff and management both internal and external to CAHS; • Identification of opportunities to improve financial performance and provision of strategic financial advice; • Management of the asset register and controls;



Financial Advisor..

• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Mar 2003 - Oct 2019

  I have over 30 years of financial services industry experience gained in corporate finance, where I spent over 10 years in Sydney in finance manager and financial controller roles. From corporate finance I transitioned into personal financial planning when I moved home to Perth. I am a Fellow Chartered Financial Practitioner of the Association of Financial Advisers (AFA(FChFP)) as well as a Certified Practicing Accountant and Financial Planning Specialist (CPA(FPS)) and have also completed a Bachelor of Business (BBus) and Master of Commerce (MCom)degrees. As an Authorised Representative I am able to provide specialist knowledge on all areas of financial planning including: • Life insurance - Life, TPD, Trauma and Income Protection • Retirement planning • Superannuation strategies • Investment portfolio management • Salary packaging • Centrelink entitlements • Estate planning My understanding of superannuation legislation, salary packaging options and investment strategies allows me to present at workshops and seminars relating to various Western Australian superannuation schemes.



American Express

• United States
• Financial Services
• 700 & Above Employee

• Financial Controller

  • Jan 1999 - Mar 2003

  American Express: Jan 1999 to Mar 2003 (4 years) • Financial Controller, Card Services division for the Australian and Asian region • Managing 10 staff American Express: Jan 1999 to Mar 2003 (4 years) • Financial Controller, Card Services division for the Australian and Asian region • Managing 10 staff



Hutchison Telecoms

• Telecommunications
• 100 - 200 Employee

• Finance Manager

  • Jul 1995 - Jan 1999

  Hutchison Telecommunications: Jul 1995 to Jan 1999 (4 years) • Finance Manager • Managing 16 staff Hutchison Telecommunications: Jul 1995 to Jan 1999 (4 years) • Finance Manager • Managing 16 staff



Mayne Nickless Ltd

• Internal Auditor

  • Feb 1990 - Jul 1995

  Mayne Nickless Ltd: Feb 1990 to Jul 1995 (5 years) • Internal Audit Manager for NSW, QLD and WA • WA Administration Manager for the Railex business • Managing 8 staff Mayne Nickless Ltd: Feb 1990 to Jul 1995 (5 years) • Internal Audit Manager for NSW, QLD and WA • WA Administration Manager for the Railex business • Managing 8 staff



Headley Warwick and Partners

• Accountant

  • Nov 1987 - Feb 1990

  Public accountant Public accountant