Gerard Smith Email & Phone Number

130 Kerrs Road, Wiri

Auckland, New Zealand

Financial Controller and Head of External Reporting role, leading and influencing teams across a number of functions (including Finance, Tax, Capital and Treasury finance, Regulatory reporting) to deliver high quality reports (e.g. Annual reports, International funding prospectuses and presenting to Global credit rating agencies, Management reporting, Reserve Bank Reports and Board papers) and presenting regularly at Board meetings, supporting the Chief Financial Officer, Board Audit Committee Chairs, Directors in respect of all of Westpac’s financial reporting in New Zealand and to Westpac Banking Corporation Board Audit Risk Committee. Acting CFO for Westpac New Zealand when required.

Auckland, New Zealand

• Leading process transformation projects and leading the external audit relationship for both the Annual reports, subsidiary financial statements and funding programme updates. Creating innovative ways to create operating capacity within teams (e.g. process transformation, creating internships from several major Auckland universities, sharing of resources and driving accountability)• Developing Board and Governance processes for Managed Funds of Westpac by liaising and influencing with a large number of senior stakeholders and Directors• Leadership role representing Westpac at Reserve Bank of New Zealand meetings and meetings of major Banks in NZ, influencing regulators through submissions to the Financial Markets Authority and the Reserve Bank of New Zealand on Financial Reporting and regulatory matters

Auckland, New Zealand

• Leading financial assurance services teams to serve clients in a range of industries (including property and construction, manufacturing and hospitality). Providing financial assurance on key risks and communicating workable solutions to CFOs and Boards of Directors of listed NZ entities• Leading the Quality Assurance team of 5 managers performing audit file reviews for the Auckland office and for offices throughout Australia. Preparing the Auckland practice for Global Practice Reviews • Head of National Training for Audit and Assurance, attending International training courses and presenting back to the Deloitte Audit partners and managers throughout New Zealand. The role led a group of 8 Audit managers throughout New Zealand to deliver the annual training curriculum throughout Deloitte New Zealand

Birmingham, United Kingdom

• Providing financial services to a number of Global clients (including China, Europe and USA) in the property and manufacturing industries. Led a number of complex projects for clients including audits, international due diligence projects (acquisitions, delisting from New York and London stock exchanges) and transitions to International Financial Reporting Standards (IFRS)• Active member of various working groups supporting revenue growth (e.g. Real Estate Business Development team and assisting with proposals, Work Smarter teams, Audit Practice review team, Staff recruitment team)

Auckland

• Responsible for over 30 clients providing a range of financial reporting assurance and business advice. Clients ranged from large (Bluescope Steel, Navman Group, Fuji Xerox, Exel Logistics) to small (Oracle New Zealand, Visique, Stamford Plaza, Novotel, i-Globe) businesses• Developing influencing skills by being an active member in the Revenue growth team across all business units of EY, fee negotiations with clients, Entrepreneur of the Year candidate assessments, facilitating in-house training and advising clients on complex accounting advice and conversion to IFRS

Auckland, New Zealand

• Learned new legislative framework for NZ and adjusted to having a high number of low fee clients by focussing on key deliverables and leveraging time• Reporting directly to Head of Finance CFO of various small and medium enterprises on audit findings and accounting solutions and setting budgets/scope of work and negotiating fees• Performed a range of introductions of new business lines into existing and pitching to new clients

London, United Kingdom

• Initially a graduate, promotion to Manager in less than 5 years in the Audit division and subsequently the Private Equity Transaction Support group and the audit group working on a wide variety of engagements including due diligence on MediaKey plc (Publishing), Astra Zeneca (Chemicals) and News Corp. (working on an Initial Public Offering of an on-line education service) • Leading worldwide audits / projects on clients such as Psion Plc, Mid Kent Water Plc, Ministry of Defence (internal audit) and assisting with people management through recruitment

London, United Kingdom

Various duties including database management and account reconciliations

Sydney, Australia

Commencing in a data entry role, progressed to performing Superannuation benefit assessment for customers based in AustraliaProviding customer services to call centre queriesProviding other reception and administration functions