Tara Williams Email & Phone Number

Australia

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Sydney, Australia

Sydney, Australia

Sydney

• All encompassing financial control role of the Real Estate and Agricultural portfolio of Trusts, including management and financial reporting, budgeting and forecasting for two key mandates together worth $1.3b.• Business partnering with the Real Estate business unit driving the strategic plans, budgets and forecasts; including assisting the Head of Real Estate drive the results of the Real Estate business. • Coordination of Real Estate division budgeting and five year plan… Show more • All encompassing financial control role of the Real Estate and Agricultural portfolio of Trusts, including management and financial reporting, budgeting and forecasting for two key mandates together worth $1.3b.• Business partnering with the Real Estate business unit driving the strategic plans, budgets and forecasts; including assisting the Head of Real Estate drive the results of the Real Estate business. • Coordination of Real Estate division budgeting and five year plan process with multiple stakeholders and continuous reforecasting throughout the year. • Development of efficient and effective reporting processes and relationship with outsource service providers to deliver accurate and relevant monthly management reports.• Provision of training and development of team members to achieve a high performing agile team aligned with business objectives (manage a team of 3).• Building of strong working relationships with management, team, auditors, consultants and outsource service providers (including portfolio property manager and tax) to enhance quality and flow of information to key stakeholders.• Development of management reporting tools to provide succinct analysis of higher financial risk areas.• Provision of technical analysis and impact of newly released accounting standards and ASIC reporting guidelines. • Preparation of accounting papers to achieve desired accounting treatment for various transactions including successful implementation of hedge accounting. Show less

Sydney, Australia

• All encompassing financial controller role of the Belvino portfolio of companies, including assisting the Chief Executive of Belvino in reviewing commercial opportunities.• Responsible for leading the commercial and legal negotiations of refinancing the Belvino portfolio with a new syndicated facility.• Provided high quality and timely financial analysis, management reporting, statutory reporting and administrative services including:- Working with the Belvino business… Show more • All encompassing financial controller role of the Belvino portfolio of companies, including assisting the Chief Executive of Belvino in reviewing commercial opportunities.• Responsible for leading the commercial and legal negotiations of refinancing the Belvino portfolio with a new syndicated facility.• Provided high quality and timely financial analysis, management reporting, statutory reporting and administrative services including:- Working with the Belvino business unit to implement new transactions;- Monthly performance reports including variance commentary to shareholders;- Ownership of forecasting models, including enhancing models to make more streamlined.- Strategic financial support for decisions including scenario and sensitivity analysis eg. M&A, asset acquisitions and disposals (acquisition of 9 properties, 6 in NZ and 3 in Aus and establishment of new NZ entity).• Responsible for financial management and control of Belvino.• Ownership of all technical accounting matters, including writing the technical papers and obtaining audit and taxation sign-offs.• Management of one accountant and outsource service providers.• Ownership of the annual budget process including the management of the financial model, preparing the Board papers for the budget and presenting the budget to the Directors.• Full responsibility for tax compliance, including review and sign-off of monthly BAS, planning and preparation of annual tax returns in Australia and New Zealand. Show less

Sydney, Australia

• Responsible for data integrity of the financial results, including ensuring all monthly reporting completed accurately, review of all journal entries and balance sheet reconciliations.• Co-ordination, facilitation and ownership of the annual budget process, including liaising with numerous internal stakeholders (Commercial and Financial Management including CEO) and drafting the budgets for enterprise costs. Preparing the balance sheet and cashflow budget. Preparation of Budget… Show more • Responsible for data integrity of the financial results, including ensuring all monthly reporting completed accurately, review of all journal entries and balance sheet reconciliations.• Co-ordination, facilitation and ownership of the annual budget process, including liaising with numerous internal stakeholders (Commercial and Financial Management including CEO) and drafting the budgets for enterprise costs. Preparing the balance sheet and cashflow budget. Preparation of Budget presentation for Senior Management to present to International head office.• Review and sign-off period end International reporting pack, including commentary of movements.• Management of the half year, interim and annual audits, including extensive liaison with business groups and providing appropriate information on the project results, along with financial schedules.• Review and sign-off monthly management accounts for joint ventures.• Full responsibility for tax compliance, including review and sign-off of monthly BAS, planning and review of annual FBT return, review of tax computation and review of tax return workpapers for external tax providers.• Completion of tax schedules required for the US tax return.• Co-ordination, facilitation and review of quarterly forecasts.• Weekly cashflow reporting to New York.• People management – providing day to day leadership of a finance team including group accounting, payroll, accounts payable and accounts receivable (17 people).• Responsible for the performance, development, coaching and mentoring of 6 direct reports. Show less

North Sydney

Short term contract role to assist in preparation for year end.

London, United Kingdom

• Review of financial information for a number of entities within the NNS Capital Group. This included an investment management company with over 1,000 stock lines and numerous derivative positions, an entity with a complex loan derivative transaction and an entity with a complex purchase and sale transaction;• The review required ensuring accounting entries made appropriately and evidence supported those entries;• Preparation of technical accounting papers to retain on file… Show more • Review of financial information for a number of entities within the NNS Capital Group. This included an investment management company with over 1,000 stock lines and numerous derivative positions, an entity with a complex loan derivative transaction and an entity with a complex purchase and sale transaction;• The review required ensuring accounting entries made appropriately and evidence supported those entries;• Preparation of technical accounting papers to retain on file and provide as audit evidence to support complex transactions;• Preparation and review of the consolidated and company financial statements for a number of entities within the NNS Capital Group in accordance with International Financial Reporting Standards for the years ending 31 December 2003 to 31 December 2007;• Review of team members work for one of the entities within the NNS Capital Group, including providing technical and accounting support to the team member;• Liaison with the auditors in ensuring all audit questions answered appropriately and that the audit was conducted in an efficient manner for year ending 31 December 2010 for one entity. Show less

London, United Kingdom

Top 5 property asset manager in the UK with overall funds under management of £8.5bn including specialist funds under management of £2.9bn as at 31 December 2009.Overall responsibility for the financial and management accounting reporting and systems in respect of the specialist funds, including the Leisure Fund Limited Partnership, Industrial Property Investment Fund and a number of Retail Limited Partnerships.• Overall responsibility for the financial and management accounting… Show more Top 5 property asset manager in the UK with overall funds under management of £8.5bn including specialist funds under management of £2.9bn as at 31 December 2009.Overall responsibility for the financial and management accounting reporting and systems in respect of the specialist funds, including the Leisure Fund Limited Partnership, Industrial Property Investment Fund and a number of Retail Limited Partnerships.• Overall responsibility for the financial and management accounting reporting and systems in respect of 7 existing Limited Partnerships;• Involvement in the launch of a new Fund, including legal and tax structuring, operational and financial requirements, and outsourcing of finance and administration function;• Implemented process of performing reconciliations for all balance sheet accounts and analysis of income statement for all specialist funds;• Completed a balance sheet project to ensure all balance sheet accounts were supported by appropriate documentation;• Extensive liaison with Directors, managing agents, trustees and auditors;• Presented at external investor meetings on the results of the Limited Partnerships;• Acted as technical support to the finance team in dealing with any technical issues. Identified changes to accounting policies and wrote technical paper to support changes in accounting policies which was presented to the Limited Partnership Board and auditors;• Member of the internal Carbon Reduction Commitment Committee established to understand and implement the internal process for CRC compliance;• Involvement in providing feedback on the strategy of Legal & General Property Limited with other Senior Managers in the business;• Created proforma financial statements for the Limited Partnerships;• Led the team in updating the risk management framework and challenged the team on the controls and control objectives within this framework;• Managerial responsibilities for line reports (3 direct and one shared). Show less

London, United Kingdom

• Review of financial information for a number of entities within the NNS Capital Group. This included an investment management company with over 1,000 stock lines and numerous derivative positions;• The review required ensuring accounting entries made appropriately and evidence supported those entries;• Preparation and review of the consolidated and company financial statements for a number of entities within the NNS Capital Group in accordance with International Financial Reporting… Show more • Review of financial information for a number of entities within the NNS Capital Group. This included an investment management company with over 1,000 stock lines and numerous derivative positions;• The review required ensuring accounting entries made appropriately and evidence supported those entries;• Preparation and review of the consolidated and company financial statements for a number of entities within the NNS Capital Group in accordance with International Financial Reporting Standards for the years ending 31 December 2003 to 31 December 2007;• Liaison with the auditors in ensuring all audit questions answered appropriately and that the audit was conducted in an efficient manner for years ending 31 December 2003 to 31 December 2007;• Creation of management account reporting templates for the entities I am responsible for;• Performed the role of Project Manager for the implementation of a new accounting system across all NNS Capital entities. This entailed being involved in all aspects of the system implementation from the previous Excel reporting templates, from the initial decision on the system to implement all the way through to finalisation of the implementation. Show less

Sydney & London

• Reporting directly to Engagement Leaders;• Co-ordination of entire audit engagement, including involving specialists and other divisions within the firm;• Review of formal client correspondence prior to Engagement Leader review;• Verbal client communication both informally as a key client contact and in meetings;• Technical advice for clients, including the implementation of new accounting standards and interpretations and for complex transactions;• Negotiation of fees and… Show more • Reporting directly to Engagement Leaders;• Co-ordination of entire audit engagement, including involving specialists and other divisions within the firm;• Review of formal client correspondence prior to Engagement Leader review;• Verbal client communication both informally as a key client contact and in meetings;• Technical advice for clients, including the implementation of new accounting standards and interpretations and for complex transactions;• Negotiation of fees and overruns directly with clients;• Experience in both IFRS and UK GAAP with excellent level of knowledge of both sets of accounting standards;• Leading audit team for the audit of the valuations of investments in Opportunity Funds and Infrastructure Funds. This involved coaching the team in how valuations are developed for such investments and the procedures involved in auditing these valuations (investments included property development companies, secured mortgage lending companies and real estate holding companies);• Role in establishing relations with new clients. Show less

Chartered Accountant

B Business, Accounting