Melbourne, Victoria, Australia
Banking and treasury executive with over 17 years experience. I have built a career spanning treasury, capital markets, securitisation, equity raising, institutional banking, finance and technology, with a strong foundation developed within a major Australian bank and global financial centre. Currently Treasurer and Acting CFO at Bank First, I am focused on leading the finance function, including delivering resilient funding structures, effective liquidity and risk management and strategic balance sheet outcomes that support long-term organisational objectives. Known for combining technical depth with practical execution, I bring a collaborative leadership style, a strong governance mindset and a proven ability to build and sustain effective working relationships across a broad range of internal and external stakeholders.
Appointed Chief Finance Officer and Treasurer at Bank First a $4bn mutual bank that supports teachers and nurses, expanding my remit and joining the Executive Leadership Team. This entails my substantive role as Treasurer while managing an expanded finance remit to strengthen financial control, regulatory reporting and forward-looking planning and performance capabilities to support sustainable growth.
I effectively managed the treasury operations at Bank First, focusing on optimizing the $4bn ADI balance sheet. • Developed and implemented a comprehensive liquidity and funding strategy to enhance financial resilience. • Collaborated with executive leadership to align treasury activities with strategic objectives. • Drove initiatives in interest rate risk management to support sustainable growth and member value.
Responsible for leading the execution of NAB Group capital markets transactions, delivering more than $22 billion in aggregate transaction volume. Accountable for the execution of capital management initiatives, including: - ASX-listed share buybacks - Share placements and entitlement (rights) issues - Dividend Reinvestment Plan (DRP) underwrites - DRP neutralisation transactions - Additional Tier 1 capital issuances across ASX-listed and wholesale OTC markets - ASX-listed Tier 2 subordinated debt issuances Also responsible for capital execution across the broader NAB Group, including subsidiary capital transactions, capital markets support for M&A activity, and leading the capital execution team through workflow management, transaction delivery, and oversight of supporting staff.
Supported bank ADI and non-bank financial institution (NBFI) clients to structure, arrange and execute cost-efficient securitisation transactions that met issuer objectives and satisfied investor requirements. The secondment provided coverage for a team member on parental leave. The role spanned both the origination of on-balance sheet warehouse activities and the facilitation of access to public issuance funding (primarily RMBS, as well as CMBS and ABS asset classes) and ancillary facilities, including establishing new-to-bank relationships and deepening relationships with existing clients.
- Responsible for delivery of complex external and intra-group capital transactions across a number of jurisdictions, markets and transaction types - Execution role supporting NAB's issuance of common equity (CET1), Additional Tier 1 capital and Tier 2 capital/subordinated debt transactions in domestic and offshore markets, with a focus on the ASX-listed hybrid market - Support wider capital management activities such as strategy formulation, capital structure and subsidiary and offshore branch balance sheet requirements - Engage with Treasury and Finance executives, Group Legal, Group Tax, Treasury Finance, Group Funding, Investor Relations, Shareholder Services, Group Balance Sheet and Liquidity Risk, Group Accounting Policy and Operations on markets, regulatory, legal, tax, accounting and process/operational matters relating to capital transactions - Engage externally with financial markets professionals, banking advisors, investment banks, legal advisors, accounting, audit and tax advisors - Assists in managing the impact of regulatory change on the Group’s capital execution strategy, including developing compliant capital instruments