Lucy Armstrong Email & Phone Number

Canberra, Australian Capital Territory, Australia

Canberra, Australia

Sydney, Australia

• Preparing monthly sales and revenue forecasts for the Tax & Accounting Software business.
• Responsible for rebuilding the revenue model which has significantly reduced complexity in the planning process, and has simplified the analysis of monthly variances between actuals and forecast.
• Responsible for designing a sales metric model to be rolled out for 2018 budget. The model outputs KPIs for various parts of the business, including marketing and sales, to ensure that the business is aligned to reach.
• Providing insightful analysis and scenario modelling to the business to help drive strategic decisions.
• Calculating the financial impact of projects for preparation of business cases.
• Managing a Financial Analyst who is responsible for all expense reporting and forecasting across the business.

Sydney

• Preparing monthly expense forecasts for the Legal business, and coordinating the delivery of sales and revenue forecast deliverables.
• Responsible for streamlining the month end reporting requirements and forecast deliverables, including the automation of reports and offshoring processes.
• Working closely with various US finance teams on a project to transition the business onto a new global reporting system and driver based revenue model.
• Overseeing the Capital Expenditure budget and working closely with the Project Management Office and Investment Committee to monitor and forecast project spend.
• Responsible for delivering ad-hoc projects including re-mapping of ~7,000 products to the management reporting product hierarchy, and automating manual data manipulation processes to simplify processes.
• Business partnering with the Product Development team to provide support and advice, and to present the financial results and other finance related topics at their Management Team meeting.

Sydney

• Responsible for managing the performance and forecasting finance team for the Superannuation business.
• Partnering with various teams throughout the business to perform a quarterly forecast including estimating cash flows and market flows through the various Superannuation products.
• Preparing and presenting a variety of monthly reports, including a detailed Financial Performance Report that is distributed amongst the Superannuation and Finance leadership teams.
• Preparing ad-hoc analysis for various projects and initiatives by projecting both financial and non-financial impacts on the business and its members.
• Transitioning the forecasting and reporting processes onto the newly installed TM1 system, by building a suite of new reports and financial analysis tools that pull data directly from the system.
• Monitoring the month end accounting process to provide updates to the CFO, by ensuring that all journals are posted by the various accounting teams and that the results are in line with expectations to forecast.

New York

• Responsible for managing the internal business planning activities for the Corporate Finance and Public, Project & Infrastructure Finance ratings lines of business.
• Budgeting for revenue, headcount/compensation expense, and operational expense through consultation with senior Managing Directors in the line of business, regional business planning teams, commercial and the pricing.
• Performing quarterly forecasts which involves extensive modeling and a detailed review of revenue drivers, headcount and non-compensation expenses.
• Preparing mid-month revenue forecasts using month to date revenue drivers, pipeline information and various modeling techniques to estimate the revenue for the current month.
• Preparing and presenting monthly reports for each of the Global Managing Directors within the line of business including analysis of financial results, market activity and headcount.
• Contributing to the Moody’s Investor Services annual strategic plan by providing analysis to create assumptions regarding issuance projections within various sectors and regions of the capital markets.

Manhattan, New York

Temporary contract to cover maternity leave for the Head of Business Management (Americas) in the Risk group. Responsible for cost containment, business continuity co-ordination and business operations support for the Risk group.

Canberra, Australia

• Providing KPMG Partners and management with a wide range of recurring and on-demand internal management reports of both a financial and non-financial nature.
• Preparing the annual budget with the finance manager for the Government Advisory Services group, which has budgeted annual revenues of almost AUD$70 million generated from 6 offices around Australia.
• Divisional Administrator of the in-house practice management system (SAP). Responsible for delivering formal and informal training and advice to KPMG staff on using the system effectively. Most recently, developed and.
• Analyzing and advising on client engagement management practices such as budgeting, monitoring of financial results and improving profitability.
• Responsible for the development of complex models in MS Excel to assist in analysis of financial results and internal activities such as business development, recruitment, resource management and training.
• Providing forecasting reports and tools for the Government Advisory Services practice, which range from detailed monthly forecasts through to high level 5 year projections.

Melbourne, Australia

• Preparing monthly balance sheet reconciliations for more than 200 accounts including numerous bank reconciliations.
• Posting monthly journals to the general ledger to record ordinary revenue and business expenses, as well as more complex journals involving accruals, prepayments, depreciation, and employee leave provision movements.
• Preparing annual budgets and reporting on expenditure and budget variances for retirement villages on a monthly basis.
• Providing analysis to aid with the preparation of monthly reports at the request of retirement village mangers.
• Aiding the Australian Unity tax group with the preparation of Business Activity Statements to be submitted to the Australian Tax Office on a monthly basis.
• Assisting in the preparation of audited annual reports, including the consolidated financial accounts.

Diploma In Chartered Accounting

Bachelor Of Buiness, Accounting & Finance

Diploma In Business, Public Relations & Marketing