Liam Doherty Email & Phone Number

Austin, Tx, Us

London, United Kingdom

As the Director of Fund Finance at Harbour, I played a pivotal role in leading the controllership, financial underwriting and operations of Harbour's credit and litigation funds, contributing to the company's growth and success.Fund Valuations and Investor Reporting- Managing fund valuations, implementing a new methodology to provide accurate fair value estimates and enhance reporting- Managing fund administrators, monthly Net Asset Value calculations and financial statements under US GAAP- Modeling carried interest calculations in accordance with LPA documentation- Managing capital call process across all private equity investment vehicles - Developed segmented track record analysis, a pivotal tool for fundraising and investor reporting which sets out real time actual and forecast fund metrics such as IRR, MOIC, DPI, RVPI- Cash flow and fee forecasting to optimise efficient operations- Managing annual audit process and tax reporting across all jurisdictionsUnderwriting and Origination- Head of modelling and underwriting for all credit and litigation funds, ensuring robust risk assessment and investment diversification- Origination of credit and litigation funding deals- Preparation and presentation of investment committee submissions, effectively communicating the rationale behind investment thesis and financial modelling- Introduced a new probability-weighted underwriting analysis, incorporating risk assessments to better guide investment decisionsFundraising and Capital Management- Assisting with raising capital through various channels to support fund growth- Helping manage Harbour's credit fund by implementing various aspects such as deal underwriting, credit committee & board submissions, operational implementation and tax structuring- Played a key role in raising bespoke co-investment vehicles- Reviewing and drafting LPA, subscription documents, side letters and other associated fund documentation

London, United Kingdom

As a business partner for the global Investment business, my key duties included:- Provide support to the management team on ad hoc projects including (but not limited to) business efficiency projects, capital funding requirements, global cost allocations, DSO cycle, business intelligence strategy, Brexit and FCA reviews- Preparation of the annual budget, quarterly forecasts and FCA returns- Review of monthly management accounts and providing insight on significant variances- Preparation of weekly and monthly reports for leadership, including compilation and analysis of data to support client and resource activity analytics- Creation of revenue and expense analytics for regular distribution to the business- Analysis of results and identification of business drivers to support financial commentary- Liaising with key stakeholders (regional, country and local business and finance managers) to provide input on monthly reporting, business performance and the planning/forecasting cycle- Managing the Global Finance Services/Genpact support team in India

Key responsibilities included:Preparation of annual budget and monthly forecastingBuilding a cost of funds model incorporating working capital run-off requirements and sensitivity analysisICAAP modelling for three different business scenarios, including both with and without management actionsPreparation and compilation of monthly Executive Committee packs for the Premium and Retail financing businessesMonth-end financial reporting, including preparation of and commentary on key metrics and variancesFinancial modelling for pricing premium and retail financing dealsAd hoc projects relating to corporate strategy and investment decisionsProcess review and simplification projectsPreparation and presentation of technical training sessions to the wider business

Brisbane, Australia

Key responsibilities included:Preparation and review of tax return, tax effect accounting and tax consolidation calculationsProvision of tax advice on corporate and international tax issuesDue diligence and tax structuring for mergers and acquisitionsAssisting clients with their tax risk management framework and transformation projects M&A modelling, specifically managing the tax inputs and impactsTransfer pricing modelling for cross-border sale of commoditiesEconomic modelling for tax office audit proposalsGeneral tax modelling for 3-5 year plans for clientsProvision of technical training and mentoring for the teamOngoing assistance with promoting firm culture and awarenessAssisting with identifying business development and client service teaming opportunitiesManaging the workflow of junior staff to ensure accurate and timely flow of information throughout the team

Brisbane, Australia

Master'S Degree

Graduate Diploma Of Taxation

Bachelor Of Commerce (Bcom), Accounting And Finance

Ssce