Principal consultant to firms providing financial & business analysis and project management services. Recent consulting in regard to* Valuation, funding and structuring advice;* Margin analysis, sales performance and forecasting tools development based on database analysis;* Introduction of new accounting and MI systems leading to new streamlined hedging, client refund, supplier payment platforms and processes;* Leakage analysis and reconciliation;* End to End Business process mapping and analysis to enable new regulatory regime compliance, systems integration, process standardisation and improvement.

Business Analysis – process capture & modelling, requirements gathering & designing integrated systems: sales & cancellations (berth, group & boat), accounting, payments, boat & skipper logistics.

Having advised the owners since January 2012, this engagement includes provision of valuation and corporate finance advice; management information and accounting systems changes to allow re-engineering the expense recognition, hedging and payment processes ; ad hoc analysis of sales commission levels, sales performance and forecasting; and ongoing financial management duties.

Control Model Development for Senior Manager / Certified Regime Project.Delivery of change model for compliance with elements of new PRA / FCA Senior Manager & Certified Persons Regime, current function modelling, determination of new functions needed, requirements documentation.

Investment Valuation, Metering Contract Analysis,Tender Costing & Pricing Models, and forecasting FTE and other variables including medium to long term changes in energy demand for B2B customers looking at effects of climate change policies, energy efficiency investment, insolvency and the economic environment. - Portfolio Volume analysis underpinning introduction of Fixed Means Fixed product.

Elected in May 2010, I initially pursued various development objectives for the rugby club in my spare time. Taking a break from my career in investment analysis, I dedicated myself to instrumenting big changes for the club. Having significantly increased sponsorship (c. 150%) and fundraising (c. 1,000%) and improved club facilities and external relationships, I stepped down to get back into investment analysis.

Analysis of infrastructure investment proposals, capital and operational expenditure planning, and investment and policy recommendations for submission to the Board. Ensured budgets were adhered to for these approved projects.

Worked on various proposals with clients (including EDF Energy) to provide energy, water and telecommunications infrastructure. Developed bids for approval by the investment board and submission to local authorities.

6 months as Analyst ("Executive") in the Mergers & Acquisitions team, following years as ANZ Credit Analyst. Focussed on Natural Resources & Infrastructure sectors and some generalist experience.Work on Property transactions preceded promotion to Manager in Property, where I was heavily involved in Australia's largest Property IPO.Tasks included:• Preparation of company- and fund- specific pitch books, tear sheets and financial models• Preparation of successful ‘beauty parade’ documents and ongoing transaction participation• Industry snapshots, reports, transaction overviews• Sundry ad hoc analysis – financial, business, CompCo trading and transaction multiples• Analysis, due diligence, product-partner liaison and external party communications for o Australia’s largest Property IPO, the A$1.2B Hedley Leisure & Gaming Property Fund o A$448m takeover of Grand Hotel Group, the largest Australian hotel group takeover. o Structuring advisory for A$1.2B development of coal port loader in Newcastle, NSW.

Specialist focus on the Telco, Media & Entertainment sectors, with additional experience with Utilities & Infrastructure, Natural Resources & Gas and Financial Institutions & Government sectors, involving:• Preparation of company-specific quarterly, annual and ad hoc financial analysis, credit reports and recommendations along with industry-wide reports and updates• Financial analysis in negotiating syndicated loans for: o Energy company Vector’s NZ$600m acquisition of 66% of Natural Gas Corp and underwriting of float to fund ongoing takeover (using MergeCo modelling in Excel) o refinancing by Watercare Services of NZ$150m in term and revolving loans o capital return by Canwest MediaWorks (NZ$300m)• Promotion to this role followed graduate rotation through transactional and securities roles where I was awarded recognition for process improvement using Excel.

• Monthly marking to market and reporting of recommendations portfolio value• Upgrade of generic & stock specific Excel valuation models following: o identification of a range of valuation ratios for various sheets within the models o development of other sheets to reveal income drivers and period-to-period changes o consultation with analysts to customise the improvements to their stocks and preferences

Intensive Excel financial modelling including:• Budget projections for seeking private equity for the 3rd generation national network rollout• NPV analyses for proposed transmission sites and pricing campus wifi network products• Budgeting and financial analysis for the 2nd generation network rollout (including cost projections for backhaul, personnel and hardware)

• Engineering technical duties• Development of Excel models to: o Record and predict demand for capacity at transmission nodes & across our network o Predict radio link reliability variation with distance given various topographies, equipment configurations and transmission tower characteristics