Jason Kwon, Ca Email & Phone Number

Auckland, New Zealand

Supporting businesses with financial modelling, business planning, finance transformations, decision support, data visualisation, and finance business partneringNotable deliverables include:• Renewables - Development of financial models / prospective financial information to support capital raising ($3m Seed; $15m Series A), post-transaction support comprising 90-day business planning, finance team and framework development, Salesforce project and stakeholder management and support, board readiness initiatives• Horticulture - Operational and financial review pertaining to inventory, Data visualisation using Power BI, Financial and operational reporting and consolidation enhancements, IFRS 16 lease implementation (Microsoft Dynamics 365 Business Central)• Professional Services - Operational process enhancements to key finance team activities (Month-end close, consolidation, statutory reporting), development and implementation of a suite of Power BI dashboards to support operational and financial reporting• Property Development - Development of operational forecast and monthly reporting templates to support Fund reporting, review of financial models / PFIs supporting Product Disclosure Statements• FMCG - Cost-to-serve analysis of current and future-state 3PL distribution models, development and implementation of a suite of Power BI dashboards to support operational and financial reporting• Financial Services - Development and ongoing maintenance of tools and templates to assist clients with compliance with AML/CFT Act, Financial Markets Conduct Act and other related statutes and regulations

Auckland, New Zealand

London, United Kingdom

Key Responsibilities• Review investor reporting for Long Harbour’s closed-ended PRS / Build-to-rent funds (c. £200m AUM).• Setting up of performance measurement of funds (returns, IRR and ratios) in accordance with INREV.• Detailed review of current financial reporting model and process and report findings and recommendations to risk committee.

London, United Kingdom

British Land launched a flexible workspace offering in July 2017 – Storey (www.storey.co.uk) – offering workspaces to ‘scale-up’ companies at one simple all-inclusive rate, removing the administrative burden of managing a traditional lease for the tenant and in return generating a premium over estimated rental values (ERV) for the British Land group.Key Responsibilities• Reviewing and challenging of assumptions to support the annual budget and five-year plan.• Contributing towards the six-monthly property valuation and IRR process.• Enhancing relationships with internal stakeholders (C-Suite, investor relations, FP&A, financial reporting, legal, tax, property analysts, facilities management).• Maintaining relationships with external stakeholders (solicitors, auditors, rates advisors, JV partners, quantity surveyors and contractors).• Ensuring compliance with and adherence to group policy, tax regulations and internal processes.• Ensuring timely and accurate quarterly, half-year and year-end financial reporting.Key Projects• Development and reporting of a suite of KPIs and property-level performance measures for the C-suite and executive directors for the Storey business unit forecasted.• Review inputs and methodology used in calculating premium over estimated rental value.• Formulation of the five-year plan for the Storey business unit.• Model integrity review of the financial models developed in Excel.• Feasibility of the migration of the forecasting function from Excel to Anaplan.• Establishment of finance controls and processes for the Storey business unit.• Assessment of the impact of the implementation of the new Lease accounting standard (IFRS 16).

London, United Kingdom

Following a strategic review of its international operations, M&S has focused on establishing joint venture and franchising partnerships and operating fewer wholly-owned operations in the international market.Key Responsibilities• Preparation of monthly KPI reporting for presentation to the International Leadership Team (ILT).• Preparation of monthly balanced scorecard reporting for M&S’ key franchising partners.• Analyses to support the ILT’s strategic initiatives and decision making.Key Projects• Assessment and analyses of pricing strategies in select regional markets – undertaking sensitivity analyses to assess the impact of pricing changes and foreign exchange fluctuations to head office shipment revenue and franchisee retail revenue.• Analyses of the impacts of retail price adjustments to sales volumes for franchise partners• Finalise the completion of the sale transaction of the Hong Kong business to Al-Futtaim (M&S’ largest franchising partner).

Auckland, New Zealand

KPMG’s Enterprise Advisory is a ‘one-stop-shop’ for small-to-medium businesses, providing advice on business-as-usual as well as forward-looking matters – such as succession planning, exit strategy, export strategy, governance and other operational aspects of a business.Key Responsibilities• Assisting clients with quantifying financial impacts of implementing their strategic initiatives, through three-statement financial modelling and scenario analyses.• Undertaking complex financial modelling engagements and provide support for any complex assignments requiring the use of Microsoft Excel.• Developing Excel-based tools to aid small-to-medium businesses in achieving their strategic aspirations or enhance their operational processes.• Providing support in other divisions (Deal advisory - corporate finance and transaction services) to support above-normal workloads.• Supervising and coaching of three junior analysts in their use of Microsoft Excel, VBA, financial modelling and data visualisation to undertake engagements.• Upskilling wider Enterprise division through training sessions focused on Microsoft Excel.Key Projects• Development of Excel-based management reporting, dashboard and strategic forecasting templates:• Bottom-up rolling forecast templates for variety of clients including law partnership, residential property development and online software subscription • A group consolidation tool and month-end workbooks for an engineering consultancy.• An automated year-end remuneration review tool for a multi-discipline engineering consultancy.• A top-down forecast template to assist valuation for a business brokerage business undergoing a period of acquisitions and fund-raising rounds.• A management reporting and rolling forecast template to aid management with monthly management reporting.• Financial model audit and review in accordance with FAST standard and KPMG best practice.

Auckland, New Zealand

An opportunity arose at KPMG New Zealand to be part of a team providing Advisory services, and initially providing support to the Audit team for New Zealand owned and operated businesses, as well as subsidiaries of multi-national companies. I had secured a lateral transfer to KPMG New Zealand commencing January 2015.Key Responsibilities • Ensure smooth execution of audit engagements from risk analysis to reporting.• Guiding junior audit personnel with their responsibilities.Key Clients• Hella Lighting – an automotive and component lighting manufacturer.• Ecco Shoes - distributor of Danish-branded footwear.• New Zealand’s leading exporter of forestry products to China, India, Korea and the United States.• Korean-owned forestry investment vehicle.• Local charitable organisations.Key Achievements• Progression to Assistant Manager in April 2016.• Selected for secondment to KPMG San Francisco office in January 2017.

San Francisco Bay Area

Network firms within KPMG seek support from other firms to provide additional resource to manage ‘busy season’s. An opportunity arose in 2015 seeking applications for short-term secondments to the US office. I was successful in securing a three month secondment to the San Francisco office.Key Client• Triton Container International Limited, a container leasing company who was at the time, undertaking a reverse takeover of TAL International.Key Responsibilities • Review selected workpapers, including client’s application of non-GAAP policies and general information technology controls (GITC).

Auckland, New Zealand

Member of the Consumer, Industrial Products & Services (CIPS) team undertaking annual audits, interim reviews and agreed upon procedures for well known New Zealand iconic companies, and New Zealand based subsidiaries of established global brands.Tasked with gathering audit evidence within statutory reporting deadlines across all line financial statement line items, including areas involving management's judgments and estimates.Key Responsibilities • Gathering audit evidence within statutory reporting deadlines across all financial statement line items, including areas involvement management judgement and estimates.Key Clients• Airwork Holdings - NZX-listed aviation services provider.• Samsung - Korean-owned global technology distributor.• New Zealand-owned coffee and tea manufacturer.• A pension fund for a Dutch-owned oil and gas manufacturer.• New Zealand-owned construction and scaffolding company.

Auckland

ValueFinancials is an efficient, cost effective and simple solution for preparing financial statements in accordance with New Zealand equivalents to International Financial Reporting Standards (NZ IFRS).Charged with the development of financial statement templates based on PwC's best practice model financial statements (NZ IFRS, Differential Reporting, Reduced Disclosure Regime for Tier-2 entities) and assisting clients with preparation of their statutory financial statements.Regular involvement in the preparation of financial statements for New Zealand's iconic organisations, ranging from limited liability companies to limited partnerships, trusts and local governments and its council-controlled organisations.Engaged in ad-hoc financial modelling assignments for start up operations and SMEs - projection of P&L, balance sheet and cash flows.Key Responsibilities • Charged with the development of financial statement templates based on PwC’s best practice model financial statements prepared in accordance with NZ IFRS.• Assisting clients in the preparation of annual statutory financial statements.Key Projects• Development of financial statement templates in accordance with NZ IFRS.• Development of financial statement templates for the local government sector.• Financial statement preparation assistance for:o SKYCITY Entertainment Group – NZX-listed hotel and casino operatoro New Zealand-owned biscuits manufacturero New Zealand-owned leisure and fitness operator

Bacchid Benevolency Ltd, the commercial trading arm of the Auckland University Students Association (AUSA), provides hospitality services to its captive audience market of over 30,000 students based at the University of Auckland City campus as well as the Albany campus of Massey University (CampusWorks and Shadows Tavern). Bacchid also operates external to the tertiary institution environment, with corporate and functions catering (Romfords and Absolute Catering) and in the healthcare environment (Oliver's Real Food, located at Manukau Health Park).A two-pronged role, I was charged with providing operational and strategic support in the areas of Finance and IT to Bacchid's internal customers and external stakeholders.Primarily responsible for ensuring an accurate and complete capture of revenue and being the first port of call for queries pertaining to an ERP solution implemented during my tenure (Microsoft Dynamics AX) and other general IT queries.Cross-trained in other facets of the Finance department:- Month-end Processing- Monthly Management and Board Reporting and Forecasting- Accounts Payable- PayrollDirect involvement with the end-of-year external audits and annual budgeting.

The Desktop Service team, ITS, provides technical support to over 1200 University staff and a further 700 PCs in the student oriented Information Commons. Charged with prividing general ICT support to University ICT users as well as assisting with the development and implementation of system management automation services. Responsible for all aspects of the PC lifecycle for supported customers, including PC procurement, image creation, patching and deployment, user migrations, PC disposal and inventory updating.