Australia
• As a Financial Professional with 25 years’ experience in financial services working for leading investment managers and investment banks, both in Australia and the UK, I bring strong experience and knowledge across operations and accounting. • Certified Practicing Accountant (CPA), with a Postgraduate qualification in Applied Finance and an undergraduate degree in Accounting and Finance. Key skills and core competencies • Experience in a wide range of products from the vanilla to the more complex exotic instruments. • Strong working knowledge of compliance regulations, for both investment funds and small & medium size businesses • Strong proven track record of coaching and developing staff • Board, Director & Stakeholder Reporting & Presentations • Board governance/company secretary • Financial Control - financials, budgeting, annual audits, tax compliance • Treasury – liquidity management & yield enhancements • Fund accounting / unit pricing / tax distributions • Back and middle office operations
Oversee group-wide financial strategy, capital allocation, and long term planning to support the operating business, growth initiatives, and cross border expansion beyond Singapore and Australia.
Oversee end to end operational infrastructure—including transaction execution, operations, fund administration, compliance processes, and middle/back office functions—ensuring full alignment with Australian financial regulations and industry best practices
• Provide leadership, direction and management of MSC Groups finance team • Managing the groups financial forecasting, budgeting and audit and oversee the preparation of all financial reporting • Advising on long-term strategic business, capital management and financial planning
• Managing the accounting and operational requirements for all of the Merricks group of funds • Day to day regulatory compliance for the funds, ensuring statutory obligations and legal requirements under regulators both domestically and internationally
• Managing the firms reporting obligations, with responsibility for the preparation of the financial accounts. • Budgeting and cash-flow forecasting • Statutory taxation obligations (including Income Tax, FBT, BAS, and Payroll Tax) • Regulatory Compliance – day to day compliance, ensuring statutory obligations and legal requirements under regulators both domestically and internationally are completed timely and accurately • Treasury – managing liquidity and enhancing yield • Back / Middle office management – Managing collateral management, reconciliations, benchmark tracking, shadow fund accounting
6mth contract - Portfolio Analytics