Simon Lynch Email & Phone Number

Sydney, Nsw, Au

Australia

Sydney, Australia

Responsible for leading the Financial Accounting function in alignment with the bank’s strategy and Finance & Control’s business plan.The financial accounting function owns business processes, controls and services in relation tooperational accounting, operational payments, general ledger management, financial closing & account reconciliation, local/group statutory & regulatory reporting, accounting policies and interpretations, Sarbanes Oxley Coordination, securitisation reporting, external audit coordination and all elements of financial control.

Sydney, Australia

Business SME and Scrum Master representing the Global Reporting team in the EFS Program, providing regulatory reporting expertise in:• Impact assessments• Business solution design, test and implementation• Review of requirements and design deliverables • Change Management planning and support including Knowledge Transfer & engagement with BAU reporting team, Return Owners and Control Owners.

Senior Manager in Global Capital & Funding team responsible for: • Facilitating internal and external cash transactions • Balance sheet and P&L control and analysis • Supporting Treasury on daily liquidity requirements and cash management• Supporting Treasury on external and internal funding transactions, and ongoing analysis of issued debt and hybrids • Driving collaboration across Finance, other support functions and businesses• Facilitating legal entity restructurings, capitalization's and FX management

Sydney, Australia

Senior Manager in the financial control group supporting the Macquarie Capital Principal Investments business with particular emphasis on funding and capital implications of investments.

Wellington & Wairarapa, New Zealand

Leading a newly created team to provide strategic planning and analysis for the RBNZ currency business. Responsible for:• Financial modeling and forecasting.• Creating KPI’s, budgeting and financial control of the business unit.• Developing business plans for strategic projects

Sydney, Australia

Financial Controller – Bank of America N.A., Australian Branch – Sep 2011 to April 2014Transferred to Australia in 2011 to manage the BANA Australian Branch finance team, consisting of three people and responsible for:• Providing reporting, advice and support to the various lines of business in BANA including Corporate Banking, Global Treasury Services, Fixed Income, Currency & Commodities, Treasury and Leasing.• Monthly and quarterly legal entity and management reporting, balance sheet analysis, reconciliations and controls.• Analysis of interest rate margins by business, client and risk rating. • Financial planning and budgeting for the various lines of businesses and providing in depth financial analysis and advice to management. • Liquidity risk reporting including stress testing, going concern, and Basel III LCR and NSFR reporting. • The preparation of various regulatory reports to APRA, RBA, ABS and the Federal Reserve.• Preparation of annual financial statements and facilitating the annual external audit.• New systems implementations and project work. • Driving process efficiencies and improvements.• Finance representative on the BANA Australian Branch Local Management Team and the Asset and Liability Committee in which I presented the financial results of the entity and analysis of the various lines of business, including profit and loss drivers and balance sheet utilization.

Legal entity controller of the main UK global wealth management entity, the main EMEA service entity, legacy Merrill Lynch Investment Management group companies, numerous holding companies, oversight of the main EMEA commodities entity and providing support to the main EMEA broker dealer, Merrill Lynch International. • Management of reporting arm of the team including supervising several contractors and permanent associates. Ensuring the completion of monthly tasks and that training and development requirements are met.• Being the Corporate Reporting lead on the numerous equity injections and complex group reorganizations. • Ensuring the delivery of large number of financial statements under UK GAAP. Requires working with various areas within the firm to collect the required disclosure information, liaising with auditors and presenting the completed financial statements at board meetings. Principal deliverables include various regulated entities and the preparation of the main UK group consolidated financial statements.• Member of the Finance Systems Roadmap team facilitating the conversion of the Oracle and Insight general ledgers to SAP.

Ifrs Learning And Assessment Program, Accounting

The IFRS learning and assessment program covers the development, content and use of IFRS, giving you the knowledge and guidance you need.

Certified Scrum Product Owner

Certification in Scrum terminology, practices, and principles to fulfill the role of Product Owner on a Scrum team.

Graduate Diploma In Applied Finance, Banking, Distinction

Chartered Accountant, Accounting

Graduate Diploma In Professional Accounting, Accounting

Bachelor Of Commerce (B.Com.), Business Administration And Management, General