Strategy• Develop tools and systems to provide critical financial and operational information to the CEO and make actionable recommendations on both strategy and operations;• Provide the board, finance, audit, and investment committees with relevant information and modelling to facilitate decision making and planning for financial issues;• Long-term budgetary planning and costs management in alignment with the company’s strategic plan.Accounting Activities• Preparation of month-end, quarter-end and year-end financial statements for chief entity and subsidiaries;• Manage preparation of data for, and support of, external audits;• Serve as a key point of contact for external auditors;• Develop and maintain 3 year capital budget and 3 year funding & liquidity budget.Prudential and corporate reporting• Month-end, quarter-end and year-end APRA reports;• One-off financial reports and correspondence to APRA as required; • Statutory reports to meet ASX reporting and continuous disclosure requirements;• Reporting requirements and lodgement deadlines for ASIC reporting.Finance & Treasury• Funding and liquidity planning and ensure availability of funds as needed;• Cash, investment, and asset management;• Develop and utilize forward-looking, predictive models to provide insight into the organization’s operations and business plans.Planning, Policy, and Investor Relations• Coordinate the development and monitoring of corporate and departmental budgets;• Represent the company to financial partners, including investors, analysts, auditors and public officials.Team Management• Leadership to achieve our vision and goals across the organisation;• Mentor the accounting team, managing work allocation, training, problem resolution, performance evaluation, and an effective team dynamic;• Oversee the finance (treasury) team, reviewing the investment, liquidity and funding processes and procedures.

During the introduction of the new tax regime (including the GST), I assisted a colleague in transitioning his accountancy practice to cope with meeting the demands of the clients in that period of time. The responsibilities included financial accounts and tax returns, BAS return and IAS returns.In addition, I provided professional accounting and tax advice as required by the clients.

The role as General Manager required complete operation and supervision of the professional business services of the partnership to allow the partners to concentrate on the provision of fee earning activities. The management included the following:Strategic planning• review and redesign of job descriptions• design of work in progress, billing and cash flow models • design new "user friendly" financial reportsFinancial controller• preparation of monthly budgets and periodic financial accounts• supervision of creditors system and credit control functions• preparation of schedules for FBT and income tax returns• liaison with the firm's bankerStaffing and personnel• recruitment of professional staff• supervision of administration, accounts and support staff• counselling and correction of all non-professional staffPremises • service contracts and lease negotiations• liaison with property managers re maintenance• capital expenditure and leasing proposalsComputer Services • supervision of the upgrade of the computer network• supervision of computer consultants carrying out general maintenanceMarketing• co-ordinate marketing groups and marketing activities for individual servicesStaff Training • supervision of the training programPartners and Management meetings• planning and chairing the regular partners and management meetings

The role incorporated a wide range of administrative, financial and management tasks for Kendalls KBM, and the associated entities including:Financial controller• monthly financial statements, productivity reports, budgets and cash flow reports• fringe benefits tax returns, and workpapers for the annual tax returns• creditors systemMarketing committeeStaff training and professional developmentPremisesStaffing and personnel• recruitment and review of staff• supervision of the administration and support staff teamCompany secretary• statutory accounts and secretarial reports• annual returns for corporate entities• preparation of ASC forms for corporate entities• maintenance of company registersSPECIAL PROJECTSMERGER OF ACCOUNTANCY PRACTICES• to administer the transition to a merged firm.1981 - 1987 in the Audit section of the practice1981 Employed as graduate audit intermediate.1984 Appointed audit senior.1985 Appointed audit manager.The audit clients of the firm included NBFI (Credit Union) sector, manufacturing companies, the entertainment industry, solicitors trust accounts, union and staff associations and superannuation funds and sports associations.With the appointment to audit senior, and then audit manager, the responsibilities for the audit function increased. The duties included preparation of the audit tenders, supervision of the team of 5 auditors, work program preparation and review of audit files. Report preparation was also required for partners and for clients. The responsibilities also included preparation of financial statements in compliance with therelevant legislation and accounting standards, and the monthly billing procedures.