Jonathan Rae Email & Phone Number

London, Gb

London, Greater London, Gb

Responsible for all financial and governance aspects of the business including arranging debt financing across 1,500 apartment development pipeline and maintaining robust financial systems and controls. Partner with acquisitions, development and operations teams, providing finance support and insights.

Establishing corporate financial model and business planning toolAssisting with appraisal of new investment opportunities

10 week road trip across 11 countries

London, Gb

Leading all aspects of engagement with the investment community • Responsible for external messaging, including during period of significant share price volatility following EU referendum• Define and execute international investor targeting and engagement programme, building relationships with key buyside and sellside contacts• Host investor meetings, either leading or alongside CEO/CFO• Responsible for delivery of external reporting including Annual Report• Brief internal contacts, including Board, on share price performance and peer activity; represent investor views in setting strategy and key investment decisions• Lead relationship with corporate brokers including ensuring regulatory compliance with aspects of the Listing Rules

London, Gb

Divisional Finance Director for £7.5bn gross assets, £400m turnover business – one of the UK’s largest listed owners of retail space with c. 50 multi-let assets• Responsible for driving performance and providing decision support through financial insight and analysis, budgeting and forecasting and preparation of monthly management information; maintenance of internal controls, debt advisory and co-ordination of Retail Executive Committee• Management of team of 8 responsible for property analysis (investment appraisal, valuations), programme management and business partnering - including challenge and management of team costs, HR initiatives and marketing / business development spend• Integration of business development and data insights into asset business plans

London, Gb

Experience of leading major systems implementation• Led team of internal specialists and external consultants to successfully deliver property forecast system (in Anaplan modelling system) providing full cashflow, IRR and accounting returns forecast across portfolio

London, Gb

Establishing framework for Board management of exposure to strategic risks• Define risk appetite framework; set parameters to control strategic risk exposure• Co-ordinate Risk Committee (Executive Committee level body) and prepare reportingMaintaining good governance and robust operational effectiveness• Co-ordinate risk management processes across the business, including response to key operational risks including business continuity, insurance, and H&S• Board and Audit Committee Reporting; liaison with outsourced internal audit

London, Gb

Executing deals on both sides of the balance sheet to deliver strategy• Complex corporate property transactions including £470m disposal of Ropemaker Place and £100m acquisition of 50% interest in SouthGate, Bath (sat on JV Board)• Key capital markets transactions: £350m secured debt facility (HUT) – May 12; £400m convertible bond issue – Sep 12; £493m equity issue – Mar 13• Evaluation of potential investments including non-core and M&ADetermining corporate strategy and evaluating performance• Including gearing, dividend policy, composition of debt portfolio, hedging strategy, long term scenario-modelling• Monitor performance of key investments against investment case

London, Gb

Travelling in South America, including 4 weeks at Spanish school in Buenos Aires and trekking in Patagonia

London, Gb

Managing finance operations across a range of disciplines• Managed team of 15, delivering key finance operations: oversight of outsourced property management accounting (billing, cash collection and service charge); credit control; accounts payable; data control• Instigated management reporting across the business• Implemented improvements to improve process efficiency and data integrity

London, Gb

• Managed overseas reporting team and outsourced service providers responsible for financial reporting and compliance across property operating companies and holding company structures across 7 jurisdictions• Accounting for corporate acquisitions and disposals including complex European portfolio disposal and forward funded acquisitions

London, Gb

Experience across a range of technical finance and accounting roles• Group financial reporting and consolidation, statutory accounts and preparation of corporate P&L, balance sheet and cash flow forecasts

Gb

• Employed in Assurance practice (audit) within Consumer and Industrial Products and Services• Extensive experience of IFRS and UK GAAP accounts review• Completed CA (Chartered Accountant) qualification in September 2005 with first time passes; awarded prize for performance in Test of Professional Skills exam• Consistently rated in top-tier (c. 10%) of annual performance ratings against peers• 6 month secondment to Forensic Accounting Services

New York, Ny, Us

• Summer internship programme – Equity Research, Capital Markets team; company analysis and valuation