CFO reporting to CEO & Board (July 2019 onwards)Financial Controller reporting to CEO & Board (September 2015 - June 2019).

Achievements- Successful transition of management reporting team from life business into Group CFO, including the transfer of all offshore processes from Life CFO into the shared services team.- Significant amount of insight and advice for life business including advice on IFRS 4 which could lead to optimal acquisition ratio and profit outcomes, and advice on deferred acquisition costs for the superannuation business.- Subject matter expert for FY15 accelerated reporting – working with other finance teams have identified a 2 day decrease in reporting times. Responsibilities:- Reporting and analysis of life business profit and loss and capital including overs and unders.- Budgeting and forecasting for the entire life business (3 year rolling forecasts).- Pro-actively manage FTE’s and expenses (direct and group allocations) for the life business.- Internal sales reporting and external benchmarking surveys.- Relationship manager and single point of contact for life business for all life shared services finance (Tax, Financial Control & Reporting and Systems).- Leader of people initiatives for the shared services management reporting team (43 in Australia).- Coaching and mentoring a team of 7.

Achievements- Life CEO award for “relentless execution” for delivery of year end 1 week ahead of prior year.- Owner and executor of Suncorp Group’s “11+1” and “5+1” hard close exercises allowing faster and more accurate forecasting and reporting. - Group initiatives including: CFO Hackett review of accounting operations and manager of the Suncorp Finance and Corporate Graduate program.- Superannuation & investment initiatives: Implemented ORFR, intra-fund consolidation, launch of term deposit funds, and superannuation product launches. Investigation into the accounting for interest rate swaps and worked closely with investment accounting and performance reporting teams, leading to an uplift in profit.- Life Risk initiatives: innovator of the SLAM initiative to develop leading processes to drive effectiveness and efficiency in finance and business teams, provide accounting advice on sub-debt, provide technical accounting advice and support on the “Life Company of the Future” strategic initiative ($496m write-down). - Corporate initiatives including: providing business case and operational support on the outsourcing of fund services and administration to National Asset Servicing resulting in total cost savings in excess of $5m.Responsibilities:- Finance representative for 8 licensed company boards..- “Point of contact” for the life business and manager of the shared service finance relationship ensuring SLA’s are met and key stakeholders are satisfied with services rendered.- Brief Life Executives on monthly results and significant issues and responsible for co-ordinating all CFO teams month end close.- Responsible for all annual corporate statutory accounts (10) and superannuation accounts (3), regulatory returns, regulatory capital calculations and reporting from shared service finance. - Ensure compliance for licensed entities, and manage cashflow and capital forecasts.- Advise on AIFRS and regulatory developments impacting the life business.

Achievements- Implemented Suncorp’s “transforming finance” strategy: Managed Initial scoping, process mapping, base services and workflow, documentation, knowledge sharing (whilst in India and Australia) and “steady state” phases of the strategy. - Financial control lead for Suncorp Life’s Future of Financial Advice (FOFA) Project.- Re-engineered capital monitoring and reporting processes- Provide indirect tax and financial accounting advice, and financial modelling support Financial Control & Risk- Responsible for non-life entities (distribution, advice, superannuation, asset management, custody and fund administration services) within the Suncorp Life Group including consolidation of all entities. - Responsible for non-life financial reporting including month end statutory and consolidation reporting, quarterly board reports for licensed entities, quarterly group reporting packs and statutory accounts.- Responsible for capital monitoring and reporting for non-life entities including consolidation of Australian and New Zealand Life capital reports.- Preparation of technical accounting memos and business / product advice memos.- Propose and execute on dividends, capital injections and capital reductions.- Coaching and development of a small team (offshore and onshore).Tax- Responsible for non-life corporate tax and indirect tax compliance including monthly tax calculations, quarterly tax reports to Suncorp group and monthly BAS.- Provide corporate tax and indirect tax advice to stakeholders within Finance and to the Suncorp Life businesses.Management Reporting and Business Insights- Responsible for monthly product based management reporting and quarterly budget analysis to the boards for licensed entities.

I joined BlackRock (BLK) as a result of the BlackRock - Barclays Global Investors (BGI) merger on 1 December 2009.Achievements- Legal Entity Rationalisation- Developed a new regulatory capital model used to report and forecast capital positions- Assist with preparation of 3 year strategic plan.- Transitioned legacy BLK financial accounting and sub-ledger functions from Melbourne to Sydney. And then worked to transition functions across to BLK's various Centres of Excellence across the world.- Assurenet (On-line reconciliations application): In both BGI and BLK responsible for User Acceptance Testing and training in Australia and act as the regional administrator for Assurenet (Regional “Super User”).Financial Control- Primary audit contact and reviewer of statutory accounts.- Responsible for internal and external financial reporting and analysis (ASIC, APRA, ABS and BlackRock Inc (NYSE listed)).- Responsible for month end close, balance sheet reconciliations, regional financial reporting to Japan and globally to New York.- Reviewer of accounting from BLK centres of excellence.- Responsible for regulatory capital and cashflow management.- Coaching and development of a small team of financial accountants and a billing manager.Tax - Key tax contact and reviewer of income tax returns and FBT returns.- Review of monthly BAS and PAYG instalments (including variations).- Review of transfer pricing and Schedule 25A

Barclays Global Investors was acquired by BlackRock on 1 December 2009.Achievements- Assisted in the setup of a Sydney based trading entity on behalf of our global head-office – dealing with a steering committee, ATO and local bankers.- Regional “Super User” for Barclays “RACE” financial reporting software – participated in training and calibration in London head office and trained Barclays staff in Australia. Financial Control- Key audit contact (internal and external) and review of statutory accounts for four corporate entities.- Review of all internal and external financial reporting and analysis (ASIC, APRA, ABS and Barclays plc (NYSE and LSE listed)).- Responsible for month end close and all balance sheet reconciliations.- Australian Sarbanes-Oxley key contact, including process mapping, identifying key controls with management and validation of key controls.- Responsible for Accounts Payable, Accounts Receivable and Treasury.- Coaching and development of a small team of financial accountants.Tax- Key tax contact and reviewer of income tax returns and FBT returns.- Review of monthly BAS and PAYG instalments (including variations).- Review of transfer pricing, schedule 25A and preparation of high risk transfer pricing models.

Assurance experience:- End to end management of an audit – planning, controls validation, analytics, substantive procedures, coaching, reviewing and completion.- Performed external audits (financial and Sarbanes-Oxley) at large listed companies for Australian, Hong Kong, Singapore, UK and US listed entities.- Managed 4 clients, in charge of the work-in-progress, billing and successful in negotiating a higher fee for one client and over-runs on another. - Technical research, statutory accounts and process improvement advice.Other professional experience:- Vendor due diligence, completion audits, initial public offerings, investigating accountant reports and leveraged management buyouts. - Compliance related experience including eligible revenue returns and ACCC record keeping rules for telecommunications companies.