Design and manage a program of strategic projects to complete a public company acquisition transaction; integrate business operations; identify, realise and measure benefits.

Coordinate planning, delivery, governance and continuous improvement of a dynamic portfolio of Superannuation projects – strategic, regulatory, product, investment, systems and remediation. • Manage the initiative pipeline, provide strategic leadership to prioritise and design program to align with delivery of the annual business plan according to financial and time goals• Establish projects, define scope, schedules, flight plan, benefits, budgets, risk management and KPIs• Recruit… Show more Coordinate planning, delivery, governance and continuous improvement of a dynamic portfolio of Superannuation projects – strategic, regulatory, product, investment, systems and remediation. • Manage the initiative pipeline, provide strategic leadership to prioritise and design program to align with delivery of the annual business plan according to financial and time goals• Establish projects, define scope, schedules, flight plan, benefits, budgets, risk management and KPIs• Recruit and onboard staff, providing coaching and support• Measure, track and report delivery progress against plans• Maintain Steering Committee engagement, including reporting, meetings, minutes and stakeholder engagement• Independent Trustee Board – prepare papers and present portfolio progress, outcomes, costs, risks, strategy and pipeline• Lead collaboration between Superannuation business and Group PMO functions to ensure fit-for-purpose project governance processes and artefacts• Maximise continuous improvement opportunities through post-implementation reviews, stakeholder feedback and best-practice assessments Show less

Managed Life insurance business strategic review program resulting in terms of sale. Established program of work to deliver transition of all business functions to new owner: • Managed workflow involving external and group-wide internal stakeholders towards timely completion of transaction negotiations and parallel programs of work to assess options• Stood up transition program of 15 projects and more than 70 positions; including governance structures – delivery schedule, benefits… Show more Managed Life insurance business strategic review program resulting in terms of sale. Established program of work to deliver transition of all business functions to new owner: • Managed workflow involving external and group-wide internal stakeholders towards timely completion of transaction negotiations and parallel programs of work to assess options• Stood up transition program of 15 projects and more than 70 positions; including governance structures – delivery schedule, benefits, budget, risk registers, change management, reporting• Established program structure / governance at the same time as commencing delivery of transaction outcomes within tight timeframes • Collaborate with new owner to align programs of work, joint SteerCo, data sharing, working groups and flight plans• Stakeholder engagement, including external counterparties, consultants and Senior Leadership Team Steering Committee Show less

Reporting to Munich Re Board member, managed a multi-national program to reimagine and transition the Group’s reinsurance operational footprint in APAC. Enabled delivery of diverse and cohesive market strategies in the region for non-life reinsurance business and shared services operations in 13 offices across nine countries.• Designed target operating model to locate resources and expertise closer to priority markets, and adaptable for future-oriented market strategies: program of seven… Show more Reporting to Munich Re Board member, managed a multi-national program to reimagine and transition the Group’s reinsurance operational footprint in APAC. Enabled delivery of diverse and cohesive market strategies in the region for non-life reinsurance business and shared services operations in 13 offices across nine countries.• Designed target operating model to locate resources and expertise closer to priority markets, and adaptable for future-oriented market strategies: program of seven projects• Successfully change-managed organisation-wide impacts, including branch establishment and closures: 350 positions affected• Aligned multiple stakeholders with diverse interests behind a coherent strategic target picture and new way of working, including managing and engaging a Steering Committee of 10 Executives from front-, middle- and back-office disciplines• Secured Group Board approval for the regional and home-office proposal• Increased efficiency, reduced organisational complexity and operating costs by 11%; delivered full-scope program outcomes three months ahead of schedule and under budget• Prepare business plans and financial scenarios, returns / payback on investment, organisation structures, operating governance frameworks, prudential license applications, corporate tax ruling applications, future performance metrics Show less

Head of Australia / New Zealand general insurance business unit, which grew from start-up to $500m annual premium. A team of more than 50 positions, including seven Senior Management direct reports covering Underwriting, Client Management, Claims, Operations, Compliance and Legal, Finance. Program-related aspects:• Identified, assessed, negotiated and structured ongoing relationships with 14 Agency distribution partners and two national broker networks• Business owner responsible to… Show more Head of Australia / New Zealand general insurance business unit, which grew from start-up to $500m annual premium. A team of more than 50 positions, including seven Senior Management direct reports covering Underwriting, Client Management, Claims, Operations, Compliance and Legal, Finance. Program-related aspects:• Identified, assessed, negotiated and structured ongoing relationships with 14 Agency distribution partners and two national broker networks• Business owner responsible to negotiate and structure acquisition of a listed insurer, and deliver integration program• Lead idea and discovery project phases to envision future business options, generate feasibility study, quality assure conclusions, generate local and international Board support• Stand up and manage program of work to deliver establishment of new business unit, seed business, obtain regulatory approvals, capital requirements, legal and organisational structure Show less

Taxation Aspects• Lead taxation strategy, advice and compliance for Australasian group• Implement substantial new regimes and apply them in the Group’s business environment – Australian GST; Taxation of Life insurers; Taxation of general insurers; Tax consolidation; Reportable fringe benefits; IFRS tax-effect accounting• Lead, industry consultation with Government in respect of proposed legislation• Manage and negotiate Tax Authority audit activity to acceptable… Show more Taxation Aspects• Lead taxation strategy, advice and compliance for Australasian group• Implement substantial new regimes and apply them in the Group’s business environment – Australian GST; Taxation of Life insurers; Taxation of general insurers; Tax consolidation; Reportable fringe benefits; IFRS tax-effect accounting• Lead, industry consultation with Government in respect of proposed legislation• Manage and negotiate Tax Authority audit activity to acceptable conclusionsCompany Secretarial and Governance aspects• Company Secretary for Australian Group Companies, including broad responsibilities for Corporate Governance, Compliance, communication with Directors• Lead governance and regulatory aspects on projects to sell an interest in a JV and to assess implications for new lines of business• Contribute, as Deputy to the General Manager, to the efficient functioning of the Finance & Administration Division, involving supervision of up to nine staff covering multiple disciplines including Legal, Compliance, Risk Management and Investment Administration Show less

• Cross-border taxation planning and compliance for multiple Y2K projects across 48 countries• Formulate tax-effective cost allocation methodologies, considering transfer pricing, VAT, international transaction allowances and country-specific tax regulations• Analyse tax effect on project costs and financial reports• Develop and maintain working relationships with personnel from many different cultures, often involving complex technical issues• Define and collect data necessary… Show more • Cross-border taxation planning and compliance for multiple Y2K projects across 48 countries• Formulate tax-effective cost allocation methodologies, considering transfer pricing, VAT, international transaction allowances and country-specific tax regulations• Analyse tax effect on project costs and financial reports• Develop and maintain working relationships with personnel from many different cultures, often involving complex technical issues• Define and collect data necessary for a multi-year financial plan for the Y2K program• Process and analyse program financial reports, and monitor the effects on general ledger and Group results• Present verbal and written reports to various levels of management Show less

• Advise on New Zealand / Australia cross-border tax issues and NZ domestic tax compliance• Analyse and negotiate business acquisitions, commencement, business plans, capital raising, product marketing and pricing strategies, internal controls and statutory audits; operating policies and procedures

• Taxation planning, advice and compliance in relation to a wide range of taxes, including income tax, CGT, FBT, sales tax, withholding tax, payroll tax, land tax, stamp duty, concessions, allowances and international taxation• Advise on a wide range of business structures including public and private companies, trusts, partnerships, joint ventures and individuals• Supervise and provide technical guidance to a team of seven• Feasibility study, business plan, due diligence and… Show more • Taxation planning, advice and compliance in relation to a wide range of taxes, including income tax, CGT, FBT, sales tax, withholding tax, payroll tax, land tax, stamp duty, concessions, allowances and international taxation• Advise on a wide range of business structures including public and private companies, trusts, partnerships, joint ventures and individuals• Supervise and provide technical guidance to a team of seven• Feasibility study, business plan, due diligence and governance requirements to prepare for IPO; negotiations with directors, shareholders, suppliers and customers• Succession planning, capital raising and forecasting• Management reporting including consolidations, analysis of key performance indicators, benchmarks and financial results• Statutory audit and financial account preparation• Design and lead in-house continuing professional development programme for Partners and staff Show less