- CFO Advisory- Deal Support- Debt Refinancing

Siegfried is a national CPA firm that assists Fortune 1000 and other large organizations, across all industries, with their most important projects.Clients noted belowKey responsibilities● Recognized as one of the top consultants of the New York region● Managed ~10 consultants as a Team Leader● Assisting with employee recruitment, including performing screening meetings and interviews● Assisting Sales Directors with business development

Financial Services FirmSeconded to a client who is a leading provider of ownership data management; providing analytics, proxy solicitation, bankruptcy and advisory services to corporate issuers and mutual funds in the United States and Canada.Key responsibilities:Finance Director and member of the senior finance team, directly advising the CFO and CEO as well as providing leadership over several projects.● Managed day-to-day operations● Advised on an IPO… Show more Financial Services FirmSeconded to a client who is a leading provider of ownership data management; providing analytics, proxy solicitation, bankruptcy and advisory services to corporate issuers and mutual funds in the United States and Canada.Key responsibilities:Finance Director and member of the senior finance team, directly advising the CFO and CEO as well as providing leadership over several projects.● Managed day-to-day operations● Advised on an IPO (confidential S-1 filing) on the NYSE● Advised on a Trade Sale (dual track with IPO)● Project managed key initiatives, such as company restructure, revenue recognition (ASC606/IFRS15), ERP vendor selection and FAM implementation Show less

Communications/Technology CompanySeconded to a client who is a leading technology company specialising in business communications, providing contact centre, unified communications, and networking products and services.Key responsibilities:Member of leadership team on a highly complex and successful equity divestiture (sell-side) with bankruptcy considerations.● Creating carve-out methodologies including detailed memos and workpapers for audit● Liaising with KPMG M&A… Show more Communications/Technology CompanySeconded to a client who is a leading technology company specialising in business communications, providing contact centre, unified communications, and networking products and services.Key responsibilities:Member of leadership team on a highly complex and successful equity divestiture (sell-side) with bankruptcy considerations.● Creating carve-out methodologies including detailed memos and workpapers for audit● Liaising with KPMG M&A advisory on carve-out processes● Responding to changes in scope due to bankruptcy/new buyer considerations● Participating in discussions on the implications of bankruptcy● Creating General and Special Purposes Financial Statements● Creating ad-hoc presentations and analyses for the CFO to present to buyers Show less

6 month contract to assist with year-end and half-yearly reporting Manager in the IFRS Reporting Policy & Developments team, within the Chief Accounting Office.Responsible for the technical understanding, implementation and application of International Financial Reporting Standards globally, by interpreting new standards and assessing the technical and commercial implications for the business, as well as acting as a technical consultancy/adviser for the wider finance teams and… Show more 6 month contract to assist with year-end and half-yearly reporting Manager in the IFRS Reporting Policy & Developments team, within the Chief Accounting Office.Responsible for the technical understanding, implementation and application of International Financial Reporting Standards globally, by interpreting new standards and assessing the technical and commercial implications for the business, as well as acting as a technical consultancy/adviser for the wider finance teams and business.Key duties include:• Preparation and review of IFRS reporting and technical accounting papers• Advise, support and consult stakeholders in relation to technical accounting and policy issues• Support and communicate the development, setting and maintenance of IFRS financial accounting/reporting policies group wide, including maintenance of the Group Reporting Manual• Interpret and implement new IFRS developments/standards - including project management and oversight of significant changes impacting the group.• Support liaison with auditors on technical accounting issues• Support provision of ad-hoc advice on technical accounting issues• Support the Group’s reporting process including development of the IFRS financial statement proforma and preparing external disclosure notes Show less

Group Finance and Operations Manager, reporting to the Group CFO and CEO. Assisted in the growth of the company through participation as senior finance in key projects.Key responsibilities:• Projects, including:- USD $101.5m follow-on equity offering on the NYSE- GBP £50m retail bond offering on the LSE- Rest of World (non-Indian) SAP rollout (ongoing)- Rest of World (non-Indian) SOX compliance engagement (ongoing)• Change management (designing new… Show more Group Finance and Operations Manager, reporting to the Group CFO and CEO. Assisted in the growth of the company through participation as senior finance in key projects.Key responsibilities:• Projects, including:- USD $101.5m follow-on equity offering on the NYSE- GBP £50m retail bond offering on the LSE- Rest of World (non-Indian) SAP rollout (ongoing)- Rest of World (non-Indian) SOX compliance engagement (ongoing)• Change management (designing new Cashflow/FCTR/Amortisation formats)• Creation of IFRS accounting position papersEros International plc (NYSE: EROS) is a leading global company in the Indian film entertainment industry that acquires, co-produces and distributes Indian films across all available formats such as cinema, television and digital new media. Eros International Plc became the first Indian media company to list on the New York Stock Exchange. Show less

Managing SME audit client engagements direct to Partner with a good understanding of IFRS and Australian Accounting Standards.Key responsibilities:• Provided high quality audit services to clients from a variety of industries• Managed audit teams of up to eight members and ensured audit engagements were completed on time and within budget• Exhibited strong analysis and interpretation skills of financial statements, management accounts, and non financial information as part… Show more Managing SME audit client engagements direct to Partner with a good understanding of IFRS and Australian Accounting Standards.Key responsibilities:• Provided high quality audit services to clients from a variety of industries• Managed audit teams of up to eight members and ensured audit engagements were completed on time and within budget• Exhibited strong analysis and interpretation skills of financial statements, management accounts, and non financial information as part of audit procedures• Liaised and reported to senior management, both client and internally• Displayed an in-depth knowledge of accounting and auditing standards• Regularly delivered training and marked mock exams to KPMG chartered accounting candidates.• Management of staff on audit engagements, preparation of engagement budgets and forecasts, management of engagement WIP and billing.• Involved in divisional operations, assisting the Partnership with revenue forecasting and legal compliance.• Assisted partnership group on tender documents.Private Enterprise - Tax and Accounting (3 years)Key responsibilities:• Preparation of tax returns (individual, trust and business), BAS statements and payroll tax.• Completion of accounts as well as monthly/quarterly statements as required.• Accounting and audit compliance for Self Managed Superannuation Funds.• Organisation of business processing, including payroll, workcover, day-to-day operations, internal share offers/sales and debtor/creditor control.• Directly involved in staff training and management of new Cadet Accountants, including being consulted on the decision regarding their performance and continued employment. Show less