Philip Wilson, Ca Email & Phone Number

Melbourne, Vic, Au

Melbourne, Victoria, Australia

Leading an 8-member Finance Team with two direct reports, I oversee the preparation of budgets, monthly forecasts, and comprehensive financial reporting to Sodastream's Head Office in Israel, in accordance with US GAAP. I ensure a swift month-end closing by the second working day and maintain efficient reporting practices. I am committed to continuous process improvements for streamlined month-end reporting. I have implemented P2P and S2C internal control processes in line with PepsiCo's Global… Show more Leading an 8-member Finance Team with two direct reports, I oversee the preparation of budgets, monthly forecasts, and comprehensive financial reporting to Sodastream's Head Office in Israel, in accordance with US GAAP. I ensure a swift month-end closing by the second working day and maintain efficient reporting practices. I am committed to continuous process improvements for streamlined month-end reporting. I have implemented P2P and S2C internal control processes in line with PepsiCo's Global Control Standards. As part of the Executive Leadership Team, I contribute to strategy development, growth, and support for all management functions, focusing on financial prudence, return on investment, and regulatory compliance. I also serve as a Company Board Director and Public Officer for the Australian Taxation Office (ATO). Show less

Australia

I was requested to serve as the interim Finance Lead, reporting to the Managing Director (MD), and to lead the Finance Department amid significant staff turnover, which caused a major disruption in financial accounting and reporting. I promptly began to foster team morale, encourage teamwork, and facilitate knowledge sharing and training for new staff. I initiated reconciliation and corrective actions to restore the Finance Department to normal operations. Additionally, I was responsible for… Show more I was requested to serve as the interim Finance Lead, reporting to the Managing Director (MD), and to lead the Finance Department amid significant staff turnover, which caused a major disruption in financial accounting and reporting. I promptly began to foster team morale, encourage teamwork, and facilitate knowledge sharing and training for new staff. I initiated reconciliation and corrective actions to restore the Finance Department to normal operations. Additionally, I was responsible for various accounting projects that required investigation, analysis, improvement, and correction across all aspects of financial accounting and reporting, including compliance reporting. Show less

Melbourne, Victoria, Australia

Strait Link provides a vital link from and to Tasmania connecting customers to Australian and world markets across the Bass Strait, as a reliable and trusted supply chain partner.2IC to an experienced CFO of a shipping business (Toll Group’s shipping operations purchased by Allegro Funds in 2021) with annual turnover ~$250M. Strategic input in ERP transition from Oracle to D365 with transfer of all business operations to the new entities and migration of previous data. Weekly and… Show more Strait Link provides a vital link from and to Tasmania connecting customers to Australian and world markets across the Bass Strait, as a reliable and trusted supply chain partner.2IC to an experienced CFO of a shipping business (Toll Group’s shipping operations purchased by Allegro Funds in 2021) with annual turnover ~$250M. Strategic input in ERP transition from Oracle to D365 with transfer of all business operations to the new entities and migration of previous data. Weekly and monthly reporting of financial results and analysis to the Board of Directors. Participation in quarterly forecasting and annual budgeting. Preparing calculation of debt covenant ratio’s for quarterly reporting to bank. Setting up a reporting and responsibility structure of the new finance department. Preparing various new documentation e.g. monthly balance sheet reconciliation file, designing various manual forms, etc. Finalised the statutory financial statements and audit of five legal entities including consolidation for two holding companies for the previous financial year. Drafted technical position papers on various accounting topics e.g. acquisition of subsidiary and the resulting gain on bargain purchase. Tax and other regulatory compliance filings (e.g. NGER’s, Payment Times Reporting). Show less

Melbourne, Australia

Sodastream (subsidiary of PepsiCo, Inc., USA) is revolutionizing the beverage industry by empowering people with simple, creative, and fun ways to make and enjoy better-for-you bubbly beverages which compliments PepsiCo's mission to create more smiles with every sip and every bite for its consumers.Chief accounting and tax responsibility for the company with ~$100M in annual turnover. Spearheading 10-member Finance Team with 3 direct reports and overseeing preparation of budget, monthly… Show more Sodastream (subsidiary of PepsiCo, Inc., USA) is revolutionizing the beverage industry by empowering people with simple, creative, and fun ways to make and enjoy better-for-you bubbly beverages which compliments PepsiCo's mission to create more smiles with every sip and every bite for its consumers.Chief accounting and tax responsibility for the company with ~$100M in annual turnover. Spearheading 10-member Finance Team with 3 direct reports and overseeing preparation of budget, monthly forecasts, and full suite financial reporting to Sodastream Head Office (HO) in Israel under US GAAP, ensuring timely month-end closing and efficient reporting practices. Managing and reporting for three other legal entities in Australia and New Zealand. Spearheading continuous process improvements to streamline month-end reporting. As a member of the Executive Leadership Team, charting strategy, growth and supporting all management functions with an emphasis on financial diligence, ROI and oversight and compliance. Presenting Quarterly financial results to HO Senior Leadership in Quarterly Business Review (QBR) meetings. Controlling treasury function inclusive of cash flow projections. Presiding over tax reporting function by working closely with HO Tax Department on global tax matters and liaising with the tax advisor. Leading the implementing PepsiCo’s Global Control Standards (GCS) commencing from 2021. Compliance with legal, regulatory and statutory requirements especially relating to Significant Global Entity (SGE) requirements as per Tax Regulations. Leading FP&A reporting to HO. Supervising finance department input in the monthly Sales and Operations Planning (S&OP) meetings with HO. Coordinated payroll tax audit conducted by SRO Victoria in 2021.★ Exceeded budget targets for Sales and NOPBT by successfully collaborating with Senior Leadership in P&L management and gross margin on products and customer sales mix (more than 20% annual growth over five years). Show less

Melbourne, Australia

Managed and mentored 5 member Finance Team and oversaw Treasury function. Coordinated monthly close of financial statements and financial reporting under International Financial Reporting Standards (IFRS) including taxation. Partnered with HO Finance and IT to resolve various accounting issues and new transaction types. Authored technical consultation memoranda on complex accounting transactions. Ensured compliance with regulatory requirements and statutory financial statements. Efficient… Show more Managed and mentored 5 member Finance Team and oversaw Treasury function. Coordinated monthly close of financial statements and financial reporting under International Financial Reporting Standards (IFRS) including taxation. Partnered with HO Finance and IT to resolve various accounting issues and new transaction types. Authored technical consultation memoranda on complex accounting transactions. Ensured compliance with regulatory requirements and statutory financial statements. Efficient management of treasury function. Accurate FP&A reporting to local Management and HO. Active participation in monthly S&OP meetings with HO.★ Contributed towards business operations by sharing financial insights with Senior Leadership by developing a monthly Management Report file from scratch.★ Achieved cost savings of $100K+ in 2016 by effectively implementing cost reduction strategies including renegotiating utility rates, bank interest income, and online card processing fees.★ Refiled FBT Returns for previous four years with ATO, resulting in refund of excess FBT paid (~$25K).★ Transformed accounting and recording of transactions to ensure integrity of financial information and data, resulting in accurate financial reporting. ★ Surpassed budget targets for Sales and NOPBT by effectively partnering with Senior Leadership in preparation of annual budget P&L and gross margin by products and customer sales mix.★ Directed accounting system and process for implementing a new deposit method of billing for gas cylinder sales. Show less

Melbourne, Australia

Executed monthly close of financial statements with limited guidance. Performed treasury function and created a new cheaper and efficient solution with the bank for fund transfers to HO. Handled ATO’s GST Review for prior periods.★ Appointed to lead and manage the Finance Department during first week of employment after termination of the Finance Director. ★ Championed enforcement of internal control procedures resulting in change of status by HO Internal Audit to be SOX compliant.

Melbourne, Australia

VicRoads is a State Government agency whose purpose is to create a smart, safer road network to better connect Victoria.Managed five corporate contracts. Conducted audit of Purchasing process, ensuring compliance with policies, procedures, and regulations. Identified areas for improvements and recommended solutions. Reported audit findings to Chief Financial Officer (CFO). Issued Purchase Orders (POs). ★ Oversaw end-to-end of contract management process including negotiating… Show more VicRoads is a State Government agency whose purpose is to create a smart, safer road network to better connect Victoria.Managed five corporate contracts. Conducted audit of Purchasing process, ensuring compliance with policies, procedures, and regulations. Identified areas for improvements and recommended solutions. Reported audit findings to Chief Financial Officer (CFO). Issued Purchase Orders (POs). ★ Oversaw end-to-end of contract management process including negotiating service agreements and implementing a new Corporate Warehousing & Distribution contract. Show less

Melbourne, Australia

The Auditor-General provide assurance to Parliament and the Victorian community about how effectively public sector agencies are providing services and using public money.Execution of final audits of the Victorian Government’s Departments (Department of Treasury & Finance (DTF), Department of Premier & Cabinet (DPC), Essential Services Commission – Victoria, Ombudsman Victoria, Museums Board of Victoria, State Revenue Office (SRO), RMIT University). Developing and maintaining excellent… Show more The Auditor-General provide assurance to Parliament and the Victorian community about how effectively public sector agencies are providing services and using public money.Execution of final audits of the Victorian Government’s Departments (Department of Treasury & Finance (DTF), Department of Premier & Cabinet (DPC), Essential Services Commission – Victoria, Ombudsman Victoria, Museums Board of Victoria, State Revenue Office (SRO), RMIT University). Developing and maintaining excellent client relationships and first point of contact by clients. Maintaining high quality of audit working papers by ensuring compliance with VAGO’s Audit Methodology. Reviewing client’s financial statements for accuracy and compliance with DTF’s Financial Reporting Directions (FRD’s) and statutory and Australian Accounting Standards (AASB) requirements. Involved in preparation of the Closing Report on progress and final results of the audit to the Audit Committee and key executives.★ Identified areas for improvement in disclosures notes in the financial statements of various Departments.★ Extensive work on disclosure requirements in financial statements for new Accounting Standards.★ Identified issues for recommending improvement in financial accounting and reporting processes in the Management Letter. Show less

Kuwait

EY's purpose is "Building a better working world." The insights and quality services provided help build trust and confidence in the capital markets and in economies the world over.Presided over portfolio of audit clients consisting of listed and regulated entities across various industry sectors including Investment, Contracting, Manufacturing, and Hospitality. Directed Audit Teams of Senior Auditors, allocated workload, and support execution of daily tasks. Formulated Technical… Show more EY's purpose is "Building a better working world." The insights and quality services provided help build trust and confidence in the capital markets and in economies the world over.Presided over portfolio of audit clients consisting of listed and regulated entities across various industry sectors including Investment, Contracting, Manufacturing, and Hospitality. Directed Audit Teams of Senior Auditors, allocated workload, and support execution of daily tasks. Formulated Technical Consultation Memoranda on complex accounting and auditing issues. Analysed client’s financial statements to ensure accuracy and compliance with statutory and IFRS disclosure requirements.★ Promoted through roles of increasing scope and responsibility from Assistant Manager (2009 – 2010) to Manager.★ Successfully led teams on large High Risk and Managed Risk audit engagements in my portfolio.★ Received Certificate of Appreciation in recognition of contributions to Audit Performance Coaching as I improved efficiency of audit function by reducing hours spent on audit engagement by ~10% by utilising techniques including zero-based budgeting and offshoring routine audit activities.★ Achieved non-audit fees billings US$100K+ annually by proactively identifying additional billings opportunities at clients.★ Received high score (more than 4.5 on a scale of 1 to 5) annually on the firm’s 360 Degree feedback (i.e. feedback from staff reporting to me). Show less

Los Angeles, Usa

Undertook statutory audits under US Generally Accepted Auditing Standards (GAAS) across a variety of clients across various industry sectors including Manufacturing, Healthcare (including Provider care), Contracting, Entertainment and Investment companies. Developed industry specialization in Healthcare sector. Managed junior staff teams ranging from 2 to 5 members. Reviewed client’s financial statements for accuracy and compliance with statutory and US GAAP disclosure requirements including… Show more Undertook statutory audits under US Generally Accepted Auditing Standards (GAAS) across a variety of clients across various industry sectors including Manufacturing, Healthcare (including Provider care), Contracting, Entertainment and Investment companies. Developed industry specialization in Healthcare sector. Managed junior staff teams ranging from 2 to 5 members. Reviewed client’s financial statements for accuracy and compliance with statutory and US GAAP disclosure requirements including reviewing the SEC filings of listed clients. Developed Technical Consultation memos on complex and unique accounting and auditing issues affecting client’s financial statements e.g. unique accounting and audit issues related to US Healthcare. Ensured compliance with Sarbanes Oxley Act (SOX) on listed clients and recommending implementation of systems to improve efficiency and increase performance by issuing Management Letters.★ Based on close monitoring of hours spent on audit engagements, audits completed within budgets with identification of potential additional billing opportunities to executives.★ After working on one healthcare client was offered work to become part of the Health Sciences group auditing a variety of Healthcare related clients.★ Consistently received high ratings and positive feedback from clients for annual Client Care Survey’s. Show less

Alkhobar, Saudi Arabia

Undertook statutory audits in accordance with the firm’s GAM and complying with Saudi legislative requirements for clients across various industry sectors representing Oil Drilling, Seismic Surveying, Contracting, Healthcare and Manufacturing industry sectors. Prepared and reviewed client’s financial statements in accordance with Saudi Accounting Standards (SOCPA). Extensive use of Caseview to generate financial statements from Caseware. Provided mentoring and training to Saudi national staff… Show more Undertook statutory audits in accordance with the firm’s GAM and complying with Saudi legislative requirements for clients across various industry sectors representing Oil Drilling, Seismic Surveying, Contracting, Healthcare and Manufacturing industry sectors. Prepared and reviewed client’s financial statements in accordance with Saudi Accounting Standards (SOCPA). Extensive use of Caseview to generate financial statements from Caseware. Provided mentoring and training to Saudi national staff members in audit and accounting skills. Assisted in organizing various seminars to outside parties on various professional development topics.★ Reduction in hours spent on the engagements by 5 to 10% from the previous year.★ Appointed Office Champion for Caseware software’s implementation and training for the whole office staff. Show less

Chartered Accountant (Ca)

Certified Public Accountant (Cpa)

Diploma, International Financial Reporting (Ifrs)

Chartered Accountant (Ca)