• Manage an annual operating budget exceeding A$800K, overseeing financial planning, cash flow, accounts payable and receivable, expenditure control and management reporting.

• Develop annual budgets and rolling forecasts across 10+ expenditure categories, identifying variances and implementing corrective actions that have delivered approximately A$25K–A$35K in annualised cost savings.

• Prepare monthly management accounts and performance reports, typically within five business days of month-end, providing clear analysis of revenue, expenditure, cash flow, budget variances and key performance indicators.

• Oversee Xero accounting operations, including general ledger maintenance, transaction coding, bank reconciliations, supplier accounts, receivables and expense claims, processing and reconciling 150+ transactions and invoices each month.

• Control monthly operating expenditure of A$60K–A$80K, strengthening payment approvals, supplier oversight and cash-flow visibility to support timely payments and effective resource allocation.

• Coordinate payroll processing and reconciliations for approximately 25 employees, including PAYG withholding, superannuation and employee reimbursements.

• Prepare quarterly BAS information and coordinate lodgement with external accountants and tax advisers, reviewing GST and PAYG withholding records for accuracy and completeness.

• Maintain financial processes and records that support compliance with ATO requirements, including GST, PAYG withholding, Single Touch Payroll, superannuation and statutory record-keeping obligations.

• Lead and support four finance and administrative staff, providing technical guidance, mentoring and practical training in Xero, accounting procedures and financial controls.

• Strengthen internal controls through clearer approval procedures, regular reconciliations, improved documentation and systematic expenditure monitoring.

• Use Xero and Excel to analyse financial trends and provide actionable recommendations on cost management, resource allocation, cash flow and financial sustainability.

• Standardise Xero workflows and reporting procedures, contributing to an estimated 20%–30% reduction in finance administration and reporting turnaround times.

• Worked closely with the investment team to maintain coverage across multi-asset strategies. Tasked with generating and vetting new investment ideas. By leveraging advanced Excel models and market insights, I contributed three high-performing investment recommendations that delivered an average return of 15% YoY, exceeding portfolio benchmarks.
• Supported the Chief Investment OƯicer in evaluating new investment opportunities. Developed investment analysis reports with risk-return metrics and scenario models. This helped the CIO make faster, evidence-based decisions, increasing fund responsiveness to market changes and securing two acquisitions worth $40M.
• Conducted regular meetings with external analysts, companies, and brokers to gather market intelligence and due diligence information. As a result, my insights directly influenced asset allocation shifts, reducing exposure to volatile sectors and safeguarding 7% of capital during a downturn.
• Collaborated on quarterly investor letters and blog posts, translating complex financial data into clear insights. Helped shape the fund’s narrative and maintain investor confidence, leading to a 20% increase in investor retention.
• Identified ineƯiciencies in internal reporting workflows. Redesigned dashboards using Power BI and automated data pipelines via SQL. Reduced monthly report generation time by 80%, while increasing accuracy and enabling more timely strategic decisions.
• Created financial evaluations and investment committee papers for new property acquisitions. My financial due diligence supported five successful acquisitions worth $100M, each aligned with the fund’s long-term growth objectives

• Benchmarked R&D spending using Power BI, recommending 8–10% target range, resulting in 12% ROI improvement on innovation projects.
• Designed YouTube performance dashboards; contributed to 30% more visibility, 20% subscriber growth, and CTR improvement by 8.89%.
• Analysed Twitter engagement across two brands, boosting interaction by 15% with content-focused strategies.
• Identified underutilised LinkedIn markets, leading to a 10% growth in targeted regions.
• Provided insights behind a 158% CTR spike on Musimorph’s video, replicating success on other brands with 50% engagement improvement.
• Strengthened stakeholder collaboration, improving alignment across teams

• Faced with high operational and compliance risks, I led cross-functional risk assessments and implemented robust internal controls. This initiative reduced the region’s risk exposure by 50%, enhancing overall business resilience and audit readiness.
• Tasked with ensuring alignment with IIA standards, I maintained a 99% documentation quality rate across all internal audit reports. This contributed to the region receiving a clean external audit opinion for three consecutive years.
• Audit processes were lengthy and resource intensive. I reengineered the audit workflow, introduced automated templates, and fostered closer collaboration with business units. As a result, audit durations were reduced by 40%, freeing resources for risk advisory work.
• Faced with potential ethical breaches and fraud risks, I led forensic audits and investigations into procurement and finance operations. Uncovered irregularities that averted approximately $50 million in potential losses, reinforcing corporate governance.
• Recognizing gaps in follow-through, I established a robust audit tracking system and accountability framework. This led to a 95% closure rate of audit findings within agreed timelines, significantly strengthening internal compliance controls.

• Faced with recurring processing errors that impacted reporting reliability, I designed and implemented end-to-end financial control mechanisms. These eƯorts resulted in a 25% reduction in errors, improving audit outcomes and boosting confidence in financial reports.
• Tasked with evaluating operational sustainability, I conducted a comprehensive five-year cost analysis across key departments. This initiative identified redundancies and led to a 30% reduction in operational costs, contributing significantly to bottom-line growth.
• Challenged with enhancing fund performance, I implemented rigorous cash flow, investment tracking, and expense optimization measures. As a result, fund value increased by 15%, from AUD 338.83M to AUD 389.65M, exceeding performance benchmarks.
• Recognizing the need for real-time insights, I led the implementation of Power BI and Tableau dashboards. This reduced report generation time by 50% and empowered executives with dynamic visual analytics for more strategic decision-making.
• Inherited a team with skill gaps and low engagement. I introduced tailored training programs, performance frameworks, and mentoring sessions. This resulted in a technically proficient, performance-driven team with improved accountability and cross-functional collaboration.

• Tasked with overseeing daily Net Asset Value (NAV) calculations for multiple funds under stringent regulatory oversight. I implemented rigorous review controls and reconciliation protocols, achieving 100% accuracy and full compliance with regulatory standards, including PENCOM and SEC.
• Faced with manual processing errors and delays, I led the automation of investment transaction entries using system integration tools. This eliminated discrepancies across ledgers and significantly enhanced the speed and accuracy of portfolio reporting.
• Responsible for statutory submissions to PENCOM, I established a reporting calendar and internal checkpoints. Successfully met 100% of monthly and quarterly reporting deadlines for three consecutive years, ensuring transparency and avoiding penalties.
• Inherited legacy discrepancies in fund accounting records. I led a reconciliation project involving investment, custodian, and bank accounts, resolving all variances and restoring financial integrity across multiple fund classes.
• To improve audit readiness, I standardized record-keeping and created a central repository for all fund documentation. This enabled eƯicient audit trails, resulting in seamless audits with no material findings and increased stakeholder confidence.

• Inherited a system plagued with high volumes of unreconciled balances, creating financial reporting risks. I led the overhaul and standardization of reconciliation procedures across accounts, reducing unreconciled balances by 95% and ensuring accurate month-end closures.
• Manual reconciliation methods caused delays and frequent errors. I developed and automated 80% of the reconciliation process using advanced Excel techniques and macros. This improved accuracy to 99% and reduced the reconciliation cycle from days to hours.
• Recurring discrepancies had been eroding cash flow and distorting financials. I led root cause analysis and collaborated with finance and operations teams to resolve them. This resulted in average monthly savings of $98,000 and restored data integrity.
• Faced with low morale and inconsistent performance, I introduced structured staƯ training programs and individual KPI tracking. These initiatives lifted team morale, increased accountability, and improved overall productivity by over 40%

• Faced with the need to upgrade legacy financial systems, I led the full migration of financial data to Sage Evolution. This critical transition was executed with 100% data accuracy and zero operational downtime, ensuring uninterrupted finance operations.
• Recognizing delays in daily financial insights, I designed and implemented automated valuation tools. These tools enabled real-time asset monitoring and uninterrupted reporting, significantly improving decision-making for senior management.
• Tasked with improving unreliable budget forecasts, I introduced data analytics techniques and refined financial models. This improved forecast accuracy by 80%, leading to better resource planning and fiscal control.
• In a high-pressure reporting cycle, I prepared the 2012 year-end financial statements 7 days ahead of the regulatory deadline. This early delivery supported timely audit processes and improved the finance department's reputation for eƯiciency and compliance.