Greater Sydney Area
Finance Director with experience across the Finance Process who has worked in numerous industries from Professional Services to Marketing. Skilled in Financial Analysis, Financial Accounting, Budget and Forecasting, Team Management & Stakeholder Management. Strong finance professional with a CPA Qualification
NCC Group is an information assurance firm providing services across software escrow and verification, cyber security consulting and managed services Primary Objectives: The remit of the role currently is to lead the APAC Finance team (4 staff across 2 countries) while partnering with the APAC Market Leader and APAC SLT right size the organisation and achieve long term growth. Key achievements included: Strategic: • Right sizing of the FY26 Operating Budget leading to a projected positive EBIT position (First Time in 4 years) Responsibilities: Financial Control: • Preparation of Ad Hoc Reports for stakeholders across the business • Review and Present all Regional Risk at Quarterly Regional Governance Meeting • Financial Planning and Analysis: • Review of Monthly P&L, End of Month Analysis & providing insights to APAC SLT • Preparation and Presentation of Operating Budgets and Quarterly Reforecasting Budgets to Global Executive • Review of Weekly P&L Forecasting for Global. Commercial: • Work with Business Leads to provide risk assessments and onboard new clients • Work with Business Leads on Fee pricing strategy for new clients / new projects with existing clients • Preparation of New Business Case & Client Profitability templates.
The remit of the role currently is to lead the APAC Finance team (13 staff across 3 countries) while partnering with the APAC President and 4 Country MD’s to manage and grow the business across the region. This has meant right sizing and implementing growth strategies while also managing group expectations as the business scales. Key achievements included: Strategic: • Development Centralised Rate Card and Fee Pricing Strategy/Review Process leading to 35% increase in revenue YoY on Tier 1 client • Development and Implemented Business & Client Insight tools and reporting leading to Revenue Growth of 300k YoY. • Development & Implementation of APAC Business Productivity reporting leading to reduction of staff costs by 10% Operations: • Development & Implementation of Salesforce Business Pipeline Reporting and Management process across APAC • Partnering with Key business stakeholders to improve the budget/forecasting process which lead to 50% decrease in time spent Governance: • Implemented Client and Vendor risk review process across the APAC Responsibilities: Financial Control: • Preparation of Ad Hoc Reports for stakeholders across the business Financial Planning and Analysis: • Preparation of Monthly Consolidated Management Reports • Preparation and Review of Monthly P&L, Flash Report Analysis & providing insights to APAC SLT • End of Month Preparation and Presentation of Results to Business SLT • Preparation and Presentation of Operating Budgets and Quarterly Reforecasting Budgets to Parent APAC CFO and Market CFO’s Commercial: • Work with Business Leads to provide risk assessments and onboard new clients • Work with Business Leads on Fee pricing strategy for new clients / new projects with existing clients • Management of Monthly Profitability Reporting to Country and APAC Leads • Manage Business Pipeline with APAC Leads and APAC Head of Sales
Marketing Agency Regional FY22 Net Revenue $16.6Mil GBP & FY22 Net Profit $7.0Mil GBP Financial Control • Review and Sign off on Monthly Payroll • Preparation of Ad Hoc Reports for stakeholders across the business Financial Planning and Analysis • Preparation of Monthly Consolidated Management Reports • Preparation and Review of Monthly P&L Review and Flash Report Analysis • Mid Month and End of Month Preparation and Presentation of Results to the Parent Entity • Work with Head of Finance & Country Leads to prepare the Operating Budgets and Quarterly Reforecasting Budgets • Management of Weekly Revenue meeting for Singapore region Commercial Finance • Provide Support to the business onboarding new clients • Work with business leads on fee costings for new clients / new projects with existing clients • Provide Monthly reporting to Country Lead on the Profitability of Client
Marketing Agency Regional FY21 Net Revenue $15.6 Mil SGD & FY21 Net Profit $4.3 Mil SGD Financial Reporting • Review of Journals & Balance Sheet Reconciliation entities in the group • Review of Monthly Revenue recognition across the region Financial Control • Review and Sign off on Monthly Payroll • Preparation of Ad Hoc Reports for stakeholders across the business • Monthly Preparation and Presentation of Results to the Parent Entity Financial Planning and Analysis • Preparation of Monthly Consolidated Management Reports and delivering this to Senior Management. • Preparation and Review of Monthly P&L Review and Flash Report Analysis • Work with Head of Finance & Country Leads to prepare the Operating Budgets and Quarterly Reforecasting Budgets • Management of Weekly Revenue meeting for Singapore region Commercial Finance • Provide Support to the business onboarding new clients • Provide Monthly reporting to Country Lead on the Profitability of Clients Project & Process Improvements. • Development and Implementation of Client Profitability reporting across the APAC Region • Onboarding of internal companies into the Merkle B2B P&L for the Singapore Region • Lead & implemented the set up and transition of Merkle B2B Revenue Pipeline reporting on to the Salesforce Platform
The Frame Group is SME providing ICT and Digital Transformation services to clients. During 2020/21 the business was going through a period of transformation and restructuring with a changing market. In 2022, Frame Group was sold to Varley Group and now operates as a subsidiary business of Varley. Primary Objectives: The remit of the role was to lead the finance function while also restructuring both the back-end finance process and management reporting. Key achievements included: • Operations: • Implementation and Optimisation of Month End Processes and Setting Key Deadlines that has led to a 50% decrease in the close period • Creation and Implemented new Budget & Forecasting Template and Processes • Working with CFO to prepare Rocketboots for listing to the ASX (ASX: ROC) Responsibilities: • Financial Reporting: • Review of Journals & Balance Sheet Reconciliation for End of Month Reporting across Frame Entities • Management of FBT returns for Frame Group • Management of IFRS 16 Lease Schedule • Preparation, Review and Management of Monthly Revenue Process • Financial Control: • Review and Sign off on Fortnightly Payroll and Weekly Payments • Preparation of Ad Hoc Reports for stakeholders across the business • Management of Month-End Process to ensure deadlines are adhered to. • Preparation of Monthly Bank Compliance Reporting • Management of Annual Audit Process • Financial Planning and Analysis: • Preparation & Presentation of Monthly Consolidated Management Reports. • Preparation and Review of Monthly P&L Review and Flash Report Analysis • Preparation of the Yearly Budget
Primary Objectives: This was a contract role and I was hired to support the day to day finance function while assisting in the business transition as the business was sold to MUFG prior to joining. Responsibilities: • Financial Reporting: • Preparation of Journals & Balance Sheet Reconciliation for end of month reporting • Preparation of monthly and quarterly management fee calculations • Preparation of Financial Statements • Preparation of Monthly BAS Calculations • Preparation of Monthly Cash Flow Forecasts for AFSL Licence requirements
Primary Objectives: The remit of the role was to support the day to day finance function while improving the process and supporting the operational staff where possible Key achievements included: • Operations: • Implementation of ASC 842/IFRS16 Leasing Standard changes • Implementation of ASC 606/IFRS17 Revenue Recognition changes • Development of FBT reporting template and process leading to a 40% reduction in cost YoY and 60% reduction after 2 years • Implementation of Blackline process leading to 1 to 2 day saving in time to complete month-end Responsibilities: • Financial Reporting: • Preparation of Journals & Balance Sheet Reconciliation for end of month reporting across FTI Australia entities • Management of FBT returns for FTI Group • Collating & Reviewing Internal (SOX) and External Audit data & Financial Statements • Preparation and management of ASC606/IFRS15 Review compliance for all Australian Entities • Preparation and management of Monthly revenue process and Reports • Financial Planning and Analysis: • Review of monthly revenue reports and monthly discussion with • Senior management around revenue results • Assist in the Preparation & Presentation of Monthly Management reports • Monthly P&L Review and Flash report analysis • Assist in the preparation of the Yearly Budget
In this roll I took take care of 6 entities, this work entailed: - Month End process - Bank Reconsiliation - FBT preparation and Lodgement - Balance Sheet Reconsiliation - Settlement of AP Payment - BAS Preparation and Lodgement