Billy Lacey Email & Phone Number

Sunshine Coast, Qld, Au

I deliver to growth-minded SMEs:* Financial mentoring for optimum business value * Change management * Financial analysis, forecasting and lean business planning * Business performance evaluation - at regular intervals, and on time.* Cash flow management * Quality control of (and solutions for) core finance functions and accounting functions Working with me as your CFO: I get to know your business; I delve into the numbers and take the time to learn what’s working, and what isn’t. You will see and hear from me regularly. We agree on achievable business goals, and define the actions required to meet them. I help you to interpret your data, fine tune systems and evaluate financial performance. As your CFO, I also have oversight of the existing financial functions and reporting mechanisms to ensure alignment to an agreed roadmap.

Business changes such as sales, acquisitions or expansion, require in-depth knowledge and the highest degree of confidentiality. I am a trusted sounding board with my clients and can access a network of related specialists (legal, banking) to ensure a project is diligently managed at all stages, through to completion.Contact me for a confidential discussion if you need support with:* complex business transactions * due diligence reporting* business loan applications* government grant applications* succession planning

Bendigo, Victoria, Australia

Company director and board member from inception of a new wealth and financial advice business formed by Ipsum Advisors Pty Ltd in conjunction with a joint venture (JV) partner, Partners Wealth Group. Ipsum Wealth Pty Ltd grew into a thriving and profitable business. I was involved intimately with establishment of the business and the key phases of its life cycle to maturity including strategy development, branding, client opportunities and retention, talent (resource) acquisition, ongoing relationship development with all key stakeholders including our JV partner and wider professional network, cross stream referral business strategies and revenue seeking opportunities.

Bendigo, Australia

I was a director and equity partner of Ipsum Advisors Pty Ltd (IAPL) and Ipsum Wealth Pty Ltd (IWPL). IAPL is a boutique tax/advisory business with a team of 25+ employees and servicing a variety of clients and industries predominantly in Victoria but also further afield in Queensland and New Zealand. IWPL is a financial advice business that assists clients of IAPL and third party clients.At IAPL my key responsibilities included:- Overseeing, managing, mentoring, developing and growing team members of IAPL and internal finance personnel of IAPL's in a broad spectrum of areas - skills growth and development from a technical tax/accounting and broad business mindset/commerce perspective.- Advanced tax strategy reviews , advice implementation in areas of the Australian taxation system including GST, Capital Gains Tax and Income Tax.- Build, test and refine new service lines from cash flow management, financial reporting/modelling, data analysis, quality control accounting/tax procedures and technology sets.- Value based pricing methodologies, testing and implementation for deployment.- Provision of advisory services and advice including due diligence, tax restructures and rollovers, government grant applications, funding applications for property/business loans and standardised KPI financial reporting monitoring and delivery.- Tactical tax and business management strategy advice and working closely with a portfolio of high net worth individuals.- Regular business performance analysis and improvement strategies for IAPL clients in the SME market, to increase efficiency and grow profit including working closely with clients on a regular monthly/quarterly cycle.- Facilitating board of director meetings and deployment of outsourced CFO services.- Drive new business, client acquisition and retention.- Relationship and third party strategic partnerships for the benefit of IAPL's clients.

Melbourne, Victoria, Australia

Senior Accountant working within the tax/business services unit. During my time at OHM I took a 12 month sabbatical to travel and work overseas at Bank of Ireland Global Markets during 2007-08.Management of a portfolio of clients, overseeing and training team members, technical review and service delivery including:- Year end core tax compliance and financial statement preparation processes- Business restructure work- Buy and sell side tax/accounting transactional and analysis- Regular reporting and management analysis information packs for clients- Implementation of improved accounting and bookkeeping functionality for enhanced data output and reporting- Provision of advice and computations in key areas of the Australian taxation system including income tax, capital gains tax, goods and services tax and fringe benefits tax

Within my role at Bank of Ireland Global Markets (BOIGM) I was responsible for the financial accounting and reporting of the government and corporate bonds held (asset), including:- Working closely with all interdepartmental departments within BOIGM at the transactional level to ensure all necessary recognition and recording of transactions (buy/sell side) within a multitude of general ledgers was completed on time and with a very high degree of accuracy including adherence to the international financial reporting standards (IFRS), net present value techniques and also foreign exchange movements. - Collaborating with the bond trading desk team prior to transactions for bond acquisitions being undertaken for purposes of pre-emptive financial recognition within the financial reporting system. - Attend to the end of month/quarter and end of year statutory reporting in relation to the bonds held and assistance with the key finance manager pertaining to the drafting of the notes to the financial accounts. - Adaptation and focus of timely, accurate and succinct reporting to meet the key needs of the users of the financial reports, both periodical and end of year statutory reporting.

Education record

Bachelor Of Business, Accountancy

Bachelor Of Business - Acc, Accounting