Thomas Bell Email & Phone Number

Brisbane, Australia

Leading the finance function of various fund management boutiques and responsible entities within the Pinnacle Investment Management Group. This includes:- Reporting directly to Pinnacle’s CFO and the Managing Directors of numerous fund management boutiques in varying life stages and industries (equities, infrastructure and agriculture)- Day to day management and mentoring of the finance teams for each of the entities and corporate groups. This includes recruitment and training along with continuous improvements around controls and procedures- Ensuring timely delivery of accurate and insightful monthly management reporting, budgeting and cashflow forecasting- Quarterly board pack coordination for entities and groups. This includes preparation of responsible entity board packs (including rigorous AFSL calculations) and attendance/presentation of financials/regulatory requirements at board meetings- Coordination and review of the payroll function (HC 100+, 10 separate payrolls monthly, 7 domestic, 3 international), termination calculations, jurisdiction compliance, staff incentive calculations/payments- Corporate financial reporting ensuring compliance with GAAP and/or IFRS along with management of numerous external audits (9 corporate and 50+ funds) with varying timelines and deliverables- Managing tax including income tax returns, BAS, FBT and payroll tax (ITR/BAS both at the fund and corporate level)- Treasury, including banking and management of AP, AR, debt and debt covenants- Employee unit trust administration along with executive loans (incl Div7A calculations, tax statements, ESS)- Management of company secretarial duties such as share registers and minutes- Streamlining of various aspects of the finance functions based on both unique business needs and group efficiencies, from the research phase to implementation and beyond

London, United Kingdom

- Built strong relationships between Finance and Front Office by providing high quality Finance Business Partner support to the Global Research Businesses (Equities, Macro and FICC Research) and Index Products businesses- Singlehandedly managed month end close including journal processing, Accrual and Prepayments tracking, Actual vs. Budget analysis and Review Deck preparation- Successfully facilitated the business with Annual Budgeting and Rolling Forecast cycles by working closely with the COOs to model Outlooks and interlocking in the budgeting system- Team management including management of the offshore resources - Presented complex financial analysis to Senior Management on various scenario forecasts - SME support on the sale of a Non Core Business to a leading Market Data firm by acting as cost lead for strategy- Redesigned multiple reporting files and packs to make the monthly reporting automated and streamlined

London, United Kingdom

- Ownership of monthly Flash and CFO report for a FTSE 250 Investment Manager (35bln GBP AUM)- Analysis of actuals, forecast and budget numbers at a group level

Brisbane, Australia

- Critically appraising corporate strategy and business operations (across various industries (ag, property, retail) - including assessing key revenue and cost drivers- Overall financial management of property assets and trading businesses with the overall objective of realising highest possible return for client- Assessment of contracts and official declarations for legal matters relating to business/asset transactions and sales- Coordinating and providing instructions to legal counsel and other experts including management of asset and business sales- Workflow management of the division and performance appraisal of staff and involvement in recruitment processes- Delegation and review of work, running and implementation of training

Brisbane, Australia

Graduate Diploma, Chartered Accounting

Bachelor Of Commerce (Bcom), Accounting And Finance

Bachelor'S Degree, Real Estate Development

Education record

Education record