Managed offshore Project Finance Team in India

1. To provide project finance support to the AMP Transformation Management Office (TMO) and the Project Coordination Practice. 2. To manage the development (automation) and implementation of a Project Financial Management Tool (PFMT) and 3.to improve processes and governance surrounding the tracking of AMP Transformation Program expenditure.Responsibilities:• Conducted weekly project initiative (financial tracking) reviews with Stream Leads• Managed the weekly and monthly management reporting submissions of project financial forecasts (Burn Rate) and commentary• Provided Finance and technical support for the development and implementation of the Project Financial Management Tool (PFMT) in Excel.• Coordinated the automatic roll-up and maintenance of PFMT files• Provided strategic reporting and what if scenario analysis to Transformation Director and Program sponsors• Provided financial and governance (business case) support to project managers/coordinators • Prepared and completed assigned tasks per month end timetableAchievements:• Completed the development and implementation of the PFMT which streamlined, automated and enhanced strategic project reporting enterprise wide• Improved project financial reporting and tracking processes in the TMO

To develop accounting (project) policy and procedure to ensure proper recognition of all strategic IT capital spend on ProjectsResponsibilities:• Provided high level advice in respect of accounting policies and accounting standards particularly in relation to capitalisation of intangible assets• Built a Financial Excel model that automatically calculated the IT P&L and Capital Expense split on each IT project• Developed accounting policies and guidance in consultation with Project Managers, the Financial Accounting Team and Finance Managers • Created a Project accounting framework for IT capitalisation which reflected the phasing , budget and schedules within each project• Effectively communicated new policies to key stakeholders• Suggested financial system reporting enhancements to ensure a streamlined process• Ensured policy and procedures reflected applicable Australian Accounting Standards and the policies of the Audit Office of New South WalesAchievements:• Completed a thorough handover of accounting policy and procedure which has ensured compliance with IT audit requirements

To improve the existing excel budgeting models so that they were agile when the budgeting process commencedResponsibilities:• Streamlined and redesigned the Revenue budgeting models (in Excel).• Reviewed data inefficiencies within existing business and finance models• Supported business managers in providing feedback on operating revenue and costs• Performed analyses on revenues and expenditures to validate assumptions made by the business• Integrated Revenue plans (on Digital Revenue), planned expenditures and financing needs into the model• Documented the assumptions and specific plans reflected in the budgets• Created a Control system to incorporate all fixed pricing contracts and provide transparency around business agreements• Supervised and managed two contract budgeting specialists in executing this scope of workAchievements:• Completed the design, build, testing and implementation of an effective budgeting model with what-if analysis capability for Finance and the Business

To provide support in the development of the Claims Business Case and establishment of adequate program financial processes and proceduresResponsibilities:• Maintained and developed the financial model for the GO Claims Business Case. This involved both Benefit and Cost modelling.• Supported the preparation of a standalone business case for Claims• Worked closely with key stakeholders including Project Managers and Program Director to ensure they were able to use the methodologies, practices and processes created and maintained by the IAG PMO Team• Prepared trend and variance analysis for management team• Prepared, supported and reviewed all program budgets and forecasts. Prepared analysis and extracted information for the budget and forecast reviews withProject Managers.• Analysed and reviewed monthly financial information and provided recommendations to Program Director based on results• Created benefit and costing financial modelling of budget and forecast data and statistical reporting• Prepared and reviewed financial data and charts for business case submission• Acted as liaison with Corporate for internal and external program audit requests• Adapted to fast paced environment where deadlines overlappedAchievements:• Claims Business case was completed

To provide confidence in the financial reporting to COO, Westpac Institutional Banking PMO & Regulatory Change Investment portfolio and support a high performance PMO.Responsibilities:• Managed Project finance execution and deliverables to Westpac Project Execution Framework Model (PEFm)• Managed key stakeholder relationships across business, IT and external vendors• Ensured compliance with Project Finance Governance Framework Model• Confirmed project funding status and established appropriate cost tracking structures• Aligned Costs with anticipated project benefits• Produced regular project financial updates and forecasts to relevant stakeholders as well as forward looking insights to call out early risks/issues and opportunities with actionable commentaries• Established robust program cost models that were user friendly for business stakeholders, easily extracted for governance purposes and enabled ‘what-if’Analysis• Led the development, validation and critique of business case/estimates (financial components) to ensure alignment to the assumptions and drivers for approval byProjects Committee• Reviewed financial and non-financial business results and project key performance indicators with a view to providing actionable advice and identifying business opportunities• Provided trend analysis between project spend against milestones delivery• Led the development and improvement of consistent financial processes and systems• Managed supply and demand of resources• Engaged in commercial negotiations between vendors and IT Commercial and improved the contractual process by ensuring linkage of commercial (e.g. SOW and invoices) to the project spend forecast to provide recommendation for financial approval• Supported a culture of servicing and meeting the Projects needs through expert advice and planning• Maintained effective working relationships with other projects, external stakeholders and service providers

To provide strategic and tactical project support to the PMO for the swift rollout of Economic Stimulus.Responsibilities:• Built and maintained synergies with the PMO, IT and Project Managers.• Produced comprehensive Economic Stimulus Programme OPEX and CAPEX budgets, forecasts and delivered financial statements and analyses as required.• Coordinated the development of the annual capital budget process for NBESP program• Developed Daily and Weekly Flash Cashflow reporting which assisted the achievement of paying PMO invoices within 4 business days. • Prepared a calculation process for Cost and Standard (Salary) Cost Recharging to NBESP • Allocated indirect PMO costs across NBESP projects in line with developed Cost Methodology Procedure.• Created a Post Handover Provision policy and process to allow for the closure of capital projects in SAP• Liaised with internal and external Auditors (Deloitte) on NBESP Stimulus Programme ensuring adequate controls in place.• Identified and implemented financial process improvements for PMO Finance, update user procedures and guidelines and streamline through process mapping.• Prepared and submitted monthly Balance Sheet Reconciliations and submitting revised Trial Balance to Corporate Finance.• Produced monthly PMO accruals schedules • Liaised with Project Management Unit (PMU) on NBESP project expense capitalisation issues.Achievements:• Both Programme Stages (590 individual projects) of Economic Stimulus for Social Housing in NSW were fully completed and rolled out ahead of the other states in Australia. Keeping the programmes within budget, ensuring forecast milestones were achieved and developing customised user-friendly reporting assisted in achieving a successful outcome.• Developed a Project Provision Policy in response to a business and financial requirement to close projects at the handover stage. This was implemented and the result meant that these projects could be fully capitalised and closed in SAP.

Production of monthly management accounts and financial information for third party client groups

Management Accounting & Reporting and providing consultancy on the rollout of a new Client system