Responsible for the corporate financial functions including the formulation and implementation of strategy; establishing policies to ensure compliance with group policies, local accounting standards and legislation; liaising with regulators, external professionals and business partners to achieve the objectives of the company.

Responsible for the entire finance function of Aioi Nissay Dowa including Statutory and management reporting, solvency and capital forecasting, budgeting, direct and indirect taxation, payroll, investments and accounts receivable and payable.Achievements include:• Successfully applied the new Prudential Capital Standards to the Company including providing information to the Board in relation to the impact of the new standards on the Company’s solvency and successfully applying to the regulator for exemptions of certain capital items.• Designed and implemented an Accounts Payable system to replace a manual process.• Successfully transferred outsourced payroll providers without any effect on staff

Included preparing the monthly management accounts and commentary for Board submission, preparing the budgets, head office reporting, general ledger reconciliations, preparing ad-hoc reports for management and undertake other projects as required. Achievements include:• Reduced the time taken to produce the monthly management accounts from 10 days to 4 despite the addition of a reporting entity, through creating new processes and improving existing processes to increase the efficiency of producing the accounts.• Streamlined the management report preparation process, which was very manual, to reduce the time taken to prepare the reports and to ensure consistency between reports. Included writing reports in the core accounting system.• Effected system changes to simplify the chart of accounts and enable more reporting to be produced from the core accounting system.• Created a user friendly budget model that allowed users to make changes and view the results easily.• Created an accounting system and required processes for a new company, including creating a Statutory Financial Reporting package.

Marked examination papers of the CPA program including Corporate Governance and Strategic Management Accounting.

Included preparing the monthly management accounts and commentary for Board submission, managing the claims reporting system, assisting in the preparation of the statutory financial reports and participating in projects.Achievements include:• Developed the Claim Recovery System to enable the company to use it as a major claims reporting tool.• Updated many of the spreadsheets used by the department to improve the efficiency of performing various tasks which included developing spreadsheets and reports to reduce manual data inputs.• Created processes using the available tools to enable more detailed information to be derived, for example, with expense analysis.

Various roles within the group following the transfer of the Swann Finance department to Sydney (Nov 2003 to Aug 2006)Chief Accountant (Acting) - Swann Insurance (Jun 2003 to Nov 2003)Financial Accountant - Swann Insurance (Aug 1999 to Jun 2003)Assistant Accountant - Swann Insurance (Jan 1998 to Aug 1999)My responsibilities in these roles included preparing monthly management reports and annual statutory reports, budgeting, reporting to external parties, reporting to head office based in the UK, expense monitoring, balance sheet reconciliations and undertaking various projects which were started in response to regulatory changes or company ownership changes and staff management including recruitment, training and development and supervision.