Lachlan Roach Email & Phone Number

Sydney, New South Wales, Australia

• Manage various stakeholders, including Customer Commercial Team, Client Partner, Client Delivery Executive, Account Executive and various other Account Leaders
• Work with Telstra Legal to ensure any ambiguous commercial terms are clearly articulated to the customer, and interpret any WTSA (Commercial Agreement) terms when negotiating commercial outcomes
• Review and approve Statements of Works and Non-Standard Requests, and negotiate pricing and commercial terms with the customer
• Assist in preparation of Contract Variations and approval once completed
• Calculate Early Termination Payments when customer disengages a service early
• Other analysis and decision support required to understand, monitor and manage customer profitability

Sydney, Australia

• Financial analysis of customer profitability reporting including Revenue, labour and third-party costs including monthly commentary;
• Working with the Client Delivery Executives (CDE), Account Executives (AEs) and Project Managers to build/maintain a customer budget/forecast;
• Working with the CDE to establish, measure and monitor key financial metrics;
• Analysis of one-form credits to provide CDE with view of financial impact;
• Working with Finance Analyst to prepare monthly journals to accurately reflect the financial performance of the account, with focus area of lease accounting
• Working with product finance (Global Products & Solutions) to ensure Services revenue (NAS) is accurately reflected within the correct products and streams.

Brisbane, Australia

• Assist with the coordination and completion of the annual budget and long term strategic planning for Origin Upstream
• Provide analysis to Origin Corporate and the Upstream Leadership team on profit and loss, cash flow, reserves, production, pricing, capital drivers and key economic drivers
• Create budgeting models for each asset using TM1 including assumptions and variance explanations
• Review Depreciation and Amortisation process within TM1, design assurance process, as well as design reports for senior stakeholders
• Assurance of budget report for MD of Origin Upstream and MD of Origin Energy
• Provide ad hoc business analysis and reports as well as assisting with queries relating to TM1 within all of Origin Upstream

London, United Kingdom

• Assisted Head Office Finance with reanalysis of the Group’s budget overheads along functional reporting lines
• Communicated and assisted the divisional finance teams with the changes necessary to their cost centre structures in order to be able to report along the new functional reporting lines
• Ensured that all changes to the cost centre structures have been made in the divisional SAP/ Enterprise reporting package, which involved travelling to the Belgium office
• Prepared reports to key management personnel including the Group’s executive management
• Liaised with management to ensure heads and new cost centre structure were in line with organisational needs
• Developed and ran consolidation process for 2013/14 functional budget

London, United Kingdom

• Prepare monthly financial reports for dissemination to Financial Directors, including variance explanations and movements in forecasts
• Dissect and analyse operating expenses
• Preparation of monthly and ad hoc general journals for the business unit
• Preparation of monthly headcount file for all of Edexcel
• Provide accounting advice to Managers within the business unit, on forecasting, budgeting, expense tracking on projects and against operating budget and other ad-hoc financial information
• End of financial year accounting

London, United Kingdom

• Data mining and report production and presentation in Microsoft Excel spreadsheets
• Reconciling the financial information in Microsoft Excel spreadsheets with the use of pivot tables and lookup functions; including tying company’s share of premium, taking into account brokerage fees and commissions
• Uploading premium and policy information into the financial system and then reconciling aged debtors
• Help prepare pre-audit notes for premium and policy audit
• Use Microsoft Access databases to extract policy information via Microsoft Access queries

Sydney, Australia

• Prepare Monthly Financial and Non-Financial Reports for dissemination to Business Unit Managers and Executive General Managers, including variance explanations and movements in forecasts.
• Dissect and analyse operating expenses.
• Preparation of business unit’s Capital ($50 million per year) and Operating Budget ($11 million per year)
• Preparation of business unit’s quarterly Capital and Operating forecasts/outturn
• Report monthly on variances between actuals and budgets for Operating and Capital Expenditure
• Preparation of monthly and ad hoc journals for the business unit

Sydney, Australia

• Prepare Monthly Financial and Non-Financial Reports for dissemination to Executive General Managers, including variance explanations and movements in forecasts.
• Dissection and analysis of operating expenses
• Reviewing contract specifications, place in the market, review and evaluate offers and place orders. This included commercial negotiations, in particular on commercial departures
• Processing of payments in a timely manner in accordance with contract clauses and conditions. This involved calculation of foreign exchange payments, including currencies in JPY, USD and EUR.
• Preparation of business unit’s Capital and Operating Budgets
• Preparation of business unit’s quarterly Capital and Operating forecasts/outturn

Sydney, Australia

• Preparation of the business unit’s Capital Budget (Around $2.2 billion over 5 years)
• Preparation of the business unit’s Operating Budget (approximately $5million per year)
• Liaising with senior management in the preparation of Capital and Operating Budgets
• Assisting Engineering Project Managers in the preparation of project reports and budgets
• Providing accounting and business advice to engineers on project spend and capitalisation
• Month-end processes including journals and project accruals

Sydney, Australia

• Assist in preparation of monthly reports for dissemination to Executive
• Dissection and analysis of operating statements
• Review small contract specifications, place in market, review and evaluate offers and place orders
• Assist in the preparation of business unit’s Capital Budget and Operating Budget
• Report on variances between actuals and budgets for Operating Expenditure
• Preparation of journals for business unit

Ipswich, Australia

• Preparation of IAS, BAS, PAYG statements
• Preparation of Individual, Sole Trader, Partnership, Company, Trust and Self Managed Pension Fund tax returns
• Preparation of financial statements for Partnerships, Sole Traders, Companies and Self Managed Pension Funds
• Maintenance of Share Registry for Self Managed Pension Funds
• Meeting with clients on a regular basis
• Maintenance of asset registers for Individuals, Sole Traders, Partnerships, Trusts and Self Managed Pension FundsPreparation of Cash Flow Statements for various entities to be presented to banks

Qualified Accounant

Subjects were all first time passes and completed in 2007. Sign off wasn't until 2010 due to the mentor program. That being said, I have.

Bachelor Of Commerce, Accounting, Banking And Finance

Education record

Activities and Societies: 1st XV Rugby, 1st VI Volleyball, Atheltics (High Jump), Swimming, 2nd V Baskeball Vice Captain of the School and.