Hamish Ellis-Jack, Cfa Email & Phone Number

Auckland, New Zealand

Sustainable Property Investments is a value-add commercial property fund that has grown steadily over the last fourteen years and now comprises 10 Auckland based commercial property assets worth $155 million.As Chief Financial Officer I am responsible for all financial and investment aspects of the General Partner of the Fund.

Auckland, New Zealand

Providing consulting services for start-ups or SMEs requiring corporate finance and investor focused services.Specialising in investor pitch decks and presentations for capital raising and project financing. Many companies have great ideas, ambitious founders, and a great growth story. Investors want to hear the story and see the numbers to back it up to help them make investment decisions. Whether you need support around financial modelling and forecasting, strategy, investor presentations or any corporate finance and investment related decisions, I have the experience and skills to assist you to take your company’s story and help build the numbers to back it up for external and internal purposes. Experience across numerous sectors, countries and businesses means I can adapt to the nature of your company and your specific requirements.All CFO, corporate finance and financial analysis services required for companies at any stage of the life cycle can be provided for. Get in touch with Hamish today to discuss your company’s needs, for now and as you grow.

London, England, United Kingdom

During my time in London I provided corporate finance and investment advisory services to a number of different clients, based in the UK and abroad. I worked with a range of clients on a contract basis to provide a range of services. A number of my clients were PE back businesses, operating in the casual dining, health care, recruitment and financial services industries. A range of corporate finance services were provided including financial modelling and forecasting, transaction advisory and strategy and governance review and advisory. I also had a number of high net worth private clients looking to make investment decisions with their capital. Advisory services and supporting financial analysis and modelling were provided to support investment decisions and recommendations.

London, United Kingdom

Grand Impex Trading (“GIT”) is a Dubai based investment fund with an investment platform registered with the Ras Al Khaimah Investment Authority. GIT has offices in Dubai, London, Paris, Hong Kong, Douala and N’Djamena and is involved in a number of private and public investments and projects. As CIO, I am responsible for GIT’s investment portfolio, managing current investments and partnerships, as well as investigating new opportunities to invest in and partnerships to develop. Many of our projects are government backed partnerships, so have a social and development goal, as well as a financial return requirement. GIT aims to not only generate a healthy return for our backers, but also to improve the lives of all we work with and enhance the communities that we are working in and with.

Auckland, New Zealand

Northington Partners is a leading independent investment bank and corporate advisory business. Focusing on mid-market transactions, Northington Partners work on Mergers and Acquisitions, Equity Capital Raises, Direct Listings, IPOs and Corporate Finance advisory.

London, United Kingdom

Corporate Finance Analyst for Burger & Lobster in London (contracting).Financial modelling, strategy, investment analysis, transaction and funding advisory.

Auckland, New Zealand

• Acquisitions and divestments, DCF modelling and investment analysis of deals.• Financial modelling and forecasting of individual deals and ad hoc modelling and financial analysis projects.• Financial business partner role providing financial analysis and support to a sales team.• Preparation of budgets, monthly forecasting and reporting. My role at Spark has me working on internal transactions and investment decisions requiring financial modelling, valuation, working capital evaluation and other forms of financial and investment analysis. Operational evaluation and impacts are also analysed and evaluated with key stakeholders. This allows me to utilise my CFA skill set in a practical and commercial setting, allowing me to add significant value and bring a strong financial and investment understanding to the team and project. I also provide financial support for two wholesale sales portfolios. Managing relationships is required to effectively communicate and explain financial concepts and metrics to, at times, non-financial people. I work to bridge the gap and help sales people see the financial side and implications of deals and transactions and how they add value to the firm. Assistance with forecasting and targeting is also provided. I am also responsible for managing the exit of our Australian operations. This requires a wide range of stakeholder management to ensure a smooth financial and operational exit from that market and migration of key customers and services to our New Zealand operations. I’ve even had the opportunity to get my hands dirty and work with month end journals and manage general ledger accounts, putting my Accounting major to use.

Auckland, New Zealand

• Full scale in house M&A;• Extensive financial modelling and valuation;• Managing transaction process from start to finish; • Investment analysis for the Firm’s capital;• Commercial property investment and analysis;• Preparation of memos and presentations to Board, Investment Portfolio Governance Committee with investment recommendations and supporting analysis;• Advisory Business Review process for all stores;• Managing tender process for sale of large supermarkets;• Managing financing side of transaction and Firm’s debt portfolio;• Process review and optimisation of all team functions.Management and execution of the complete transaction process for sale and purchase of a supermarket. Everything including tendering, valuation, facilitation, funding arrangements, board approval and working with internal and external counsel for both buy and sell side.Quantitative and qualitative analysis required for operator evaluation when a supermarket comes up for sale. Financial analysis, valuation and benchmarking is required of their current stores to quantify performance and equity available to contribute to the purchase of a new store, with the balance being funded through debt. Deliverable is a thorough presentation with significant financial analysis and modelling to support our recommendations, with the story the numbers tell being delivered in ‘plain English’.Also responsible for providing investment recommendations and updates for bi-monthly board and Investment Portfolio Governance Committee meetings. Extensive financial modelling and advanced excel use is a key skill of my role, along with PowerPoint. Leadership and teamwork skills have been further developed, managing multiple task and stakeholders alongside and during a transaction. Cross team process review and optimisation has been directly undertaken by me to improve the work we do as a firm and deliver a better client experience.

Deloitte Centre, Queen Street, Auckland Cbd

Analyst in Recovery Service Line (part of Financial Advisory).Specialising in insolvency and liquidations, and working as part of a high performing team, my focus is to investigate and pursue areas of potential recovery in the liquidation of companies, evaluate the likelihood of return and seek to recover as much as possible with the ultimate goal of returning money to creditors. A hugely rewarding and at times challenging role that has developed and enhanced my legal knowledge and understanding of civil litigation procedures, financial analysis and investigation, and management skills as I am required on a daily basis to balance different stakeholders' perspectives and deal with people who can be rather uncooperative and seek to hinder our attempts to return funds to creditors. http://www.deloitte.com/view/en_NZ/nz/services/recovery/index.htm

Working as loan handler for a Payday Loans company. Responsibilities cover customer inquiries, data processing and general office and admin tasks to support the Finance team. Dynamic and versatile people skills required for and developed through this role.

Summer Internship in Audit and Assurance at PwC, commenced November 2012 and ran for thirteen weeks. Fast paced environment requiring quick learning, new challenges and team based work as well as individual accountability and autonomy. Jobs included External Audit, Internal Audit and IT Systems Review work.

Bachelor Of Commerce (Bcom), Accounting And Finance

Cfa Program, Charterholder.

Activities and Societies: Level III - Passed June 2017. Level II - Passed June 2016. Level I - Passed December 2014. Charter awarded.

Certificate Of Language, German

Activities and Societies: Goethe-Institut Certificate of Language in German. Goethe-Institut Zertifikat Deutsch level B1..

Ib Diploma