Peter C. Email & Phone Number

Sydney, Nsw, Au

Australia

Sydney, Australia

Overseeing a large High Performing Finance Team.Responsibilities include:- Board Presentations for results, IFRS17 and Tax- Statutory and Regulatory Reporting- Tax (direct and indirect including stamp duty)- IFRS17 implementation - Transfer Pricing- Financial Control- Transformation- Finance Policy- Auditor Relationship- AIFRS projections- Finance RMF- Technical Accounting- Cashflow Forecasting- CFO Delegate- Head of Credit Control Committee- Head of Social Club Committee- Member of IT Governance Committee- Various Commercial Pricing CommitteesSuccessful implementation of Robotics and Alteryx finance transformations.

Sydney, Australia

www.santecapital.com.au• Manager of Evolution Healthcare Group, a multi-site Australian and New Zealand Private Hospital owner and operator• Reporting to highly successful private equity firms• Successful acquisitions and divestments including large sale and leaseback transactions• Responsible for end-to-end financial management including reporting, taxation, compliance, banking, legal, audit relationship insurance and commercial, including payroll.• Hedging, cashflow forecasting, budgeting, AFSL compliance reporting and HR function.• Small high performing team• High paced environment and constant change• Company secretary of Australian and New Zealand entities

Sydney

• Leadership of the IAG Re Finance Team• Financial and Management accounting of the world’s largest reinsurance program• Monthly and Quarterly Performance Reporting to Senior Leadership Team• Business Partnering to provide insights to commercial business managers• Presenting monthly finance results to Head of Shared Services and Head of Reinsurance• Complete ownership of annual budgeting and intra-year forecasting process• Development of TM1 Cognos reporting for Management Reporting to Group• Preparation of Berkshire transaction accounting entries for the IAG Group• Key member of Berkshire quota share implementation teams• APRA Regulatory and ASIC Financial Reporting• Management of the KPMG audit relationship for half year review and full year audit• Oversee cashflow management of 12 bank accounts in various currencies• Acquisition accounting of IT company for Information Analytics team• Responsible for relationship building with Steadfast Re, contract negotiation, trust agreements and establishment of collateral of Collateralised Reinsurance program with Bermudian, US and Swiss non-APRA authorised Reinsurance markets• Restructure after acquisition of Wesfarmers Insurance for $1.845bn• Provide Training and Development to finance team members• Develop and Implement efficiencies into existing processes• SAP accounting software developments• Re-engineering of legacy processes that are no longer fit for purpose• Process notes documentation project• Tax accounting• ECM implementation

Sydney, Australia

• Preparation of Board papers and technical accounting papers• Monthly and Quarterly Management Performance Reporting• Leading meetings with APRA regulators• Developing the ICAAP summary statement• Preparation of Australia and New Zealand financial statements and tax computations• Responsible for Business Continuity Plan and disaster recovery plan• Restructure of finance team • Vendor and payment approvals• Review and provide recommendations on weekly cash forecasts and requirements• Working with Head of Tax and external consultants to work through New Zealand tax issues• Primary contact for auditors during the financial statement audit process• Quarterly and Annual APRA forms preparation and D2A reporting• Annual budgeting and forecast process. Monthly budget to actual analysis and reporting to heads of Treaty, Property Facultative, Casualty Facultative, Claims and the MD of the Life Company.• Identification of accounting issues and subsequent remediation under US GAAP and AIFRS • Quarterly review of ICAAP position and recommendation of dividend to local Board• Design and creation of an Business Impact Analysis tool within an Access database• Implementation of XL cubes over SAP general ledger to streamline US and APRA reporting• Research and comment on the impact of emerging accounting standards on the operations of the business• Business partnering with claims and underwriting teams• Addressing APRA’s new LAGIC standards • Hiring and training of new staff in insurance accounting, data ingestion and programming• Creation of new general ledger reconciliation work papers and ensure all reconciliations are complete, reviewed, signed off and ready for auditors.• Manage relationships with heads of cost controlling in Stamford (US) and Cologne (Germany)• Monthly reporting to Cologne under German GAAP

255 Pitt Street, Sydney

• Detailed analysis of complex transactions and preparation of technical accounting papers for the Board and Group• Responsible for relationship with subsidiary finance teams, Inexus Group Limited (UK) and LBC Tank Terminals (Belgium)• Key relationship with auditors for half-year review and year end audit• Working with Investor Relations on detailed Q&A for market analysts, ASX listing rules research, responding to analyst and media coverage of the Fund.• Advanced AIFRS technical accounting knowledge• Management of a team of financial accountants and frequent interaction with the Company Secretary, Legal, Valuation team and Compliance• Lead team in preparation of AIFRS financial statements, including Left Hand Notes and Accounting Issues Paper for the Audit and Compliance Committee• Budgeting and Forecasting of the Infrastructure Fund and wider Infrastructure business, including mandates for management of the infrastructure assets held by the Life Insurance business. Accountability for variance of budget to actual• Complex tax computations for the Fund• Maintenance of a complex stapled security structure• Financial and Insurance due diligence on acquisition of Oaklands Hill Wind Farm from AGL

680 George Street, Sydney

• Auditing AIFRS financial statements• AIFRS technical accounting advisory• Extensive APRA regulatory prudential framework advisory• Competent GS007 internal control auditor• Significant regulatory and compliance experience in relation to insurance and funds management• Frequently lead and manage large audit teamsKey Clients: AMP Capital InvestorsCount Financial Limited GroupAon Insurance GroupAsbestos Injuries Compensation FundSCOR Reinsurance Asia-Pacific – Australia BranchAMAL Asset ManagementAnkura Asset ManagementEnstar Australia Limited (purchaser of AMP Gordian GI runoff)AMP Gordian GI EntitiesSkills and Experience:I have experience across a diverse range of businesses covering most industries, however have specialised in financial services (insurance and asset management). My primary roles have involved external audits, however I also have experience with acquisitions, corporate structuring, business/process reviews, APRA reviews and valuation of illiquid assets, financial valuation modelling, taxation, International and US Accounting Standards. Other responsibilities include:• Financial Services Performance Management champion• Financial Services Accountant 3 Team Leader• Providing technical updates and training to peer group

New York Practice, Cayman Islands Office

Ernst & Young Cayman Islands office is the market leader for assurance and advisory services in the asset management / hedge fund industry. Extensive experience also gained in the banking and captive insurance industries.Management responsibilities include leading a team of senior accountants, and servicing high profile hedge fund, banking and insurance clients including: UBS Alternative & Quantitative Investments, UBS Zurich fund managers, Mallet Capital Investors, Cleveland Clinic Health System, Mayo Clinic, Lasik Insurance, SC Johnson Insurance (J.Win) and many others.

259 George Street, Sydney

Tax, Business Services and Audit role servicing a wide range of clients from high net worth individuals to ASX listed companies.Provided a complete suite of services including GST advisory, tax planning, corporate structuring, SMSF audit, tax compliance and statutory audit.

Ca Program

Masters Of Accounting

Commerce, Finance And Marketing