Sydney, New South Wales, Australia
An all round CFO/Finance Director with extensive experience of both large and small businesses including telecommunications, energy, technology, research, subscriptions, online retail, fintech, B2B and B2C. Areas of responsibility include finance, human resources, legal, IT, inventory management, facilities management, company secretarial, compliance and treasury management. Experience of fund raising, product pricing analysis, business relocation and restructuring, sales target setting and commission structuring, cost control, metrics setting, business planning, foreign subsidiaries and business support at an executive level. Specialties: Turnarounds, change management, analytical, commercial, strategic, online, fund raising, compliance.
Quantaco provides accountancy and advisory services to the hospitality industry. Using the latest technologies (NetSuite, Adaptive and in-house platforms), Quantaco helps hospitality providers improve their performance. As a Client Director, my responsibilities include: • Running management meetings for clients including industry updates, benchmarking and business insights derived from monthly management accounts • Dealing with ad-hoc queries from clients including banking covenants • Managing one person in Sydney and a team of 5 in Hyderabad, India • Reviewing month end P&L and Balance Sheet to ensure accuracy • Review regular compliance submissions for accuracy – BAS, PAYG, Payroll Tax, Income Tax • Involved in set up of proprietary technology including BI tools and subsequent roll out to clients Achievements • Involved in first rollout of BI tool to client based on Phocas platform • Created training pack including Miro diagram used to train Hyderabad team on Clearing Accounts • Quickly understood Hospitality industry to enable meetings with clients
numobile is a Mobile Virtual Network Operator (MVNO) selling refurbished phones with a service plan on the Telstra network. As CFO, my responsibilities include: - Leading the finance organization including month end close, FP&A, operational reporting, risk and credit - Partnering with the CEO to provide strategic and financial assessments of growth opportunities and support business decision making - Provide financial and operational reporting on the installed customer base to drive profitability and provide insights - Inventory management and efficient use of working capital - Compliance with industry regulations - Reporting to and manage relationship with parent group - Lead cross functional projects and helping to problem solve across the business - Optimising credit decisioning and fraud processes to minimise fraud and bad debt and maximise profitability - Understand the customer journey helping to remove friction points while maintaining appropriate risk controls
Alinta Energy is an Australian utility with seven power stations, 800,000 electricity and gas customers, 400 employees and EBITDA of AUD$400m. Working in the Wholesale department, reporting to the GM Wholesale my responsibilities include: • Liaison with Finance including weekly flash reporting, quarterly reforecasts and annual budget. Variance analysis including impact of market movements on the Alinta portfolio • Providing commercial analysis to the GM and ED to support business decisions such as day to day energy trading and investing in new renewable energy projects • Strong focus on operational excellence including improving reliability of weekly flash reporting, introducing a new gas flash and implementing a more transparent budget process Achievements • First role in Australia, quickly gained an understanding of Australian energy markets and Alinta’s position and was able to contribute from day one • Introduced new East Coast gas weekly flash report with significantly increased detail which influenced day to day decisions around contracted gas and storage usage and market purchases • Took ownership of budget and reforecast for three business areas, increased transparency of process and increased stakeholder buy in including accountability for assumptions • Led wholesale input for data request from ACCC for electricity supply and prices enquiry
Bloomberg New Energy Finance (BNEF) is a subscription business with turnover of USD40m, providing research on renewable energy, including solar and wind. Reporting to a UK CEO and a US CFO with an emphasis on revenue growth and cost control. Responsibilities included: • Executive level business/decision support, analysis and stakeholder engagement • Weekly, monthly and annual reporting and business planning/budgeting ensuring good communication between the central Bloomberg functions and BNEF • Integrating operational metrics into the regular financial reporting including sales pipeline and activity, subscription cancellations, user engagement and contract base growth • Strong focus on user engagement including product and website usage, customer segmentation, product development and ensuring product embedded in client’s workflows Achievements • Revenue doubled from USD20m to USD40m and bottom line USD8m loss reduced to breakeven during my tenure • Lead product streamlining project with cross functional input resulting in USD4m cost savings • Expanded management accounts to include operational KPIs such as sales activity, cancellation trends and customer usage and engagement metrics • Heavily involved in business planning including negotiating and agreeing sales targets • Trusted right hand man to CEO including cover for board meetings when CEO unavailable
As the first Finance Director at Trucost PLC I have taken on all of the back office responsibilities including setting up an appropriate finance function as well as legal, IT, FSA registration and compliance, human resources, company secretarial and facilities management. My key achievements have been: • Set up weekly and monthly KPIs to enable management to effectively measure and control the business • Set up a robust internal control system including purchase orders, regular reconciliations etc and reviewing all costs and supplier contracts and reducing spend wherever possible. Discovered and halted £200k employee fraud • Develop and maintain the business plan and use this to help raise finance and also to drive budgeting within the business • Working with CEO on all corporate finance matters including fund raising and dealing with investor queries and keep investors up to date on business progress • Set up US subsidiary, Trucost Inc, and set up payroll for US employees and project managed office move in the UK from Pall Mall to Chancery Lane, the first move in 8 years • Implemented FSA registration and ongoing compliance • Supervise one accounting assistant