Reporting to the Chief Executive, the Head of Member Services is responsible for front-line member engagement and support across member facing activities at the Australian Investment Council. The Head of Member Services is responsible for management of the finance function.

Reporting to the CEO, the Head of Member Services and Finance has oversight & responsibility of the Australian Investment Council's member services program of work and management of its finance function.

Reporting to the CEO, the Head of Commercial & Finance is responsible for the full finance function, administration and commercial activities at AVCAL.

Responsibilities• Reporting to the Chief Financial Officer, the Financial Controller is responsible for managing 4 direct reports and a team of 12 staff. The role is responsible for a departmental budget of $3.2m and stewardship of the consolidated entity’s expenditure of $133.0m (Budget 2015/6).• Provision of an effective and efficient finance function including all budgets, forecasts, management and statutory reporting; taxation; monitoring actual revenues and expenditure to operational budgets and forecasts; managing and reporting cash flow and funds management.• Manage external audit relationships and ensure that the internal control systems are in place and effective.• Liaise with the Board and sub committees on finance related issues.• Provide business units with the necessary financial analysis, advice and assistance to achieve revenue and expenditure targets in line with strategic goals.• Deliver change management initiatives, determining the scope and impact on people, processes, systems and operating models.Achievements• Designed and embedded new finance processes as part of the CAANZ amalgamation project.• Reviewed and updated all finance related policies and procedures.• Established new subsidiary entities in Hong Kong and Singapore and established business relationships with local providers of accounting and payroll services.• Successfully worked with the Transformation Director to monitor the roll out of the transformation plan and substantiate the realised synergy cost savings, that were in excess of $20m in year one. • Produced the reporting and the back-up documentation requested by the Investigating Accountants (EY) to satisfy them in relation to verifying the realised synergy savings.• Delivered the organisational changes required in the finance function following the amalgamation, supporting those staff exiting (and those staying) and treating them empathetically and with respect.

Responsibilities• Reporting to the COO, the Head of Finance was responsible for managing 4 direct reports and a team of fifteen staff. The role was responsible for a departmental budget of $3.5m and stewardship of the entity’s overall expenditure in excess of $100.0m. I was promoted to this role following an organisational restructure• Provision of an effective and efficient finance function including all budgets, forecasts, management and statutory reporting; taxation; monitoring actual revenues and expenditure to operational budgets and forecasts; managing and reporting cash flow; payroll, accounts payable / receivable and funds management.• Manage external audit relationships and ensure that the internal control systems are in place and effective.• Resolve any complex commercial issues that may arise, including amalgamations and substantially contribute to the development and achievement of the corporate strategic plan.Achievements• Managed a high performing, effective and efficient, productive, full function finance team. • Successful audit and lodgment of the statutory financial statements and all tax statements and returns.• Worked on the “Amalgamation” and “Transformation” projects, which resulted in the merger between ICAA and NZICA, from the feasibility stage through to the conclusion of the implementation stage. Worked with the project team to produce the Explanatory Memorandum document, including ICAA disclosures and also synergy targets. Successfully worked with Investigating Accountants (EY) to verify the disclosures in the EM and the verification of the synergies realised at the end of year one.• I was a member of the JPOG team that successfully oversaw the implementation of the new learning management system, that facilitated the on line delivery of the CA Program and the incorporation of NZ candidates into the program.

Responsibilities• Reporting to the Chief Operating Officer, the Group Financial Controller is responsible for managing three direct reports and a team of ten staff, the role is responsible for a departmental budget of $7.2m• Provision of an effective and efficient finance function including all budgets, forecasts, management and statutory reporting; taxation; monitoring actual revenues and expenditure to operational budgets; managing and reporting cash flow; accounts payable / receivable and funds management, for each of 4 operating entities and the group consolidated entity.• Manage external audit relationships and ensure that the internal control systems are in place and effective.• Resolve any complex commercial issues that may arise, including acquisitions and substantially contribute to the development and achievement of the corporate strategic plan.• Manage risk and compliance by ensuring adherence with all legal, statutory and corporate governance requirements on an ongoing basis (including Sarbanes Oxley). Monitor operational risk by overseeing Kaplan’s compliance and risk management framework.Achievements• Successfully integrated the finance functions of Kaplan and Finsia following the acquisition.• Recognised as a hard working team player by all colleagues at Kaplan.• Superior organizational skills. Deliver accurate reports, adhering to a strict timetable, including US reporting requirements.• Successful completion, audit and lodgment of the statutory financial statements for 2007, 2008 and 2009.• Successful completion and lodgment of all tax statements and returns.• Flexible and positive attitude. Excellent relationship with the Chief Operating Officer and Executive Management.• Excellent written and communication skills. Ability to work comfortably with colleagues at all levels, from junior staff, through to Executive Management and the Board of Directors.

Responsibilities• Reporting to the CEO, the GM Finance & Administration is a member of the 6 persons Executive Management Team. Managing five direct reports and an overall team of eleven staff, the role is responsible for a departmental budget of $1.1m and stewardship of the entity’s overall expenditure of approximately $29m. • Provision of an effective finance function including all financial budgets, forecasts, management and statutory reporting; taxation; insurance; legal compliance; monitoring actual revenues and expenditure to operational budgets; managing and reporting cash flow; accounts payable / receivable and funds management.• Manage risk and compliance by ensuring adherence with all legal, statutory and corporate governance requirements on an ongoing basis. • Secretary of the Audit, Finance, Risk Management and Compliance Committee.Achievements• Played a key leadership and hands on role in the process of the sale of the education business to Kaplan in 2007. I was involved in the negotiations of the deal, the due diligence work carried out and the drawing up of numerous contracts relating to the sale. I also worked with the Board to develop strategy for Finsia to adopt following the sale. The 8 months of work leading up to the sale in August 2007 was highly confidential and it secured the sale of the education business for approximately four times the book value of the assets sold.• Successfully run finance function, all statutory accounting completed and all routines run efficiently and effectively.• Contribute to new commercial ideas and initiatives, culminating in business plans and strategies.• Excellent relationship with the Chief Executive Officer, Audit Committee and Board of Directors.• Crucial element of my role is to be focused on the results of Finsia.• Effective leadership and efficient cost control demonstrated. • Recognized as a hard working team player by the Board of Directors and Executive Management Team.

Managed finance function