[ { "role": "CFO Infrastructure Debt ", "company": "Ares Management Corporation ", "endYear": "2024", "endMonth": "4", "location": "Sydney, Australia. ", "startYear": "2022", "startMonth": "2", "currentRole": false, "description": "" }, { "role": "CFO / COO - Infrastructure Debt", "company": "AMP Capital Investors Limited", "endYear": "2022", "endMonth": "2", "location": "Sydney, Australia ", "startYear": "2016", "startMonth": "2", "currentRole": false, "description": "Key Achievements\n\n\tExtensive role in building the infrastructure debt business from US$200m to US$10bn+ and intricate involvement in the sale of the platform from AMP Capital to Ares Management in February 2022 for c. A$600m. \n\tOne of 6 partners that transitioned to Ares Management upon completion of the sale of the infrastructure debt platform from AMP Capital.\n\tOwnership of all business processes including build-out and overhaul of operating model. Includes internal and external stakeholder management of; fund administration, bank syndication, legal, tax and compliance. \n\tKey role in growing the strategy, from initial business plans to board to complex multi-jurisdictional fund builds and investor DD and onboarding. \n\tLed a finance team of 10 across 3 geographic locations, growing from a team of 3. Covered all aspects of the finance process; FP&A, financial statements, & investor reporting. \n\tOwnership of all treasury items including; negotiating and amending debt facilities, liquidity management, FX and hedging programme and deal funding. \n\nRole Description\n\n\tRole included oversight of all finance and operational processes including; fund accounting, management accounting, treasury and liquidity management, hedging, tax, legal, compliance, Company Secretary, investor reporting and relations. Central touch point for relationships with all internal teams. \n\tBuilt out and refined operating model for the infrastructure debt business. This included change to external fund administrator following full review process, evaluation of insource and outsource models and integration of business into Ares Management from February 2022. Integration included full assessment of all service providers and end to end processes. \n\tVoting member of the Investment Committee 2020 – 2024. Required detailed understanding of all potential and current investments, which covered an array of digital infrastructure with a large focus on data centres, telecommunication towers and fibre. \n\tCoordinated fund structuring and fund builds to navigate all required regulatory and tax related considerations for a global investor base across complex multi-currency unhedged and hedged parallel fund structures.\n\tLead a finance team of 10 people located across 3 offices in Sydney, New York and Mumbai. Team looked after fund accounting, a large part of the operational process, tax compliance, corporate reporting and investor relations support. \n\n" }, { "role": "Fund Controller ", "company": "AMP Capital Investors Limited", "endYear": "2016", "endMonth": "2", "location": "Sydney, Australia ", "startYear": "2012", "startMonth": "9", "currentRole": false, "description": "" }, { "role": "Finance Manager ", "company": "Commonwealth Bank of Australia ", "endYear": "2012", "endMonth": "5", "location": "Sydney, Australia ", "startYear": "2011", "startMonth": "5", "currentRole": false, "description": "\tManager of Bank West and CBA Shared Services for the Institutional Banking arm of CBA. Role involved overseeing financial and regulatory reporting for the BankWest financial markets area as well as managing the futures and shared service function for all product desks for CBA Institutional banking.\n\tMain achievement was successful completion of a large-scale IT project to integrate the mortgage information and systems of BankWest into CBA’s existing platform. \n\tManaged all monthly, quarterly and annual regulatory filings for BankWest and numerous returns for CBA institutional markets. Process involved in depth work on ensuring completeness and accuracy of returns, re-stating returns where required and analysis and commentary on significant movements. \n\n\n\n\nKey Achievements\n\nMajor Project Implementation – Go-live achieved on a high profile and integral system implementation for CBA’s institutional bank which involved integration of BankWest into CBA. \n\nEnhancing Financial and Regulatory Reporting – emphasis placed on moving away from focus of merely providing numbers to analysis of numbers and where applicable providing commentary and detail for the business around variances and linking these with internal and external factors. \n\n\n" }, { "role": "Financial Controller ", "company": "Citigroup Capital UK Limited ", "endYear": "2011", "endMonth": "1", "location": "London, UK", "startYear": "2007", "startMonth": " 7", "currentRole": false, "description": "\tFinancial Controller at private equity firm for main investee company before moving to a Group Financial Controller role in mid 2008 with takeover by Citigroup. Investee companies looked after were across numerous industries and included; manufacturing/engineering, car financing and advertising. \n\tThe role involved all financial and management reporting requirements including individual and consolidated statutory accounts for over 20 entities, preparation of corporate tax returns and VAT, management reporting, budgeting, cash-flow forecasting and treasury functions. \n\tClosely working with Investment Directors on asset performance, liaising with the Investee entities to analyse and understand results, cash flow forecasts and modelling around valuation of assets. \n\tDetailed financial analysis and preparation of reports on performance of investments to potential buyers. \n\tAdditional responsibilities of the role were legal, compliance, company secretarial, payroll, accounts receivable and accounts payable management, coordination of audits and numerous ad-hoc specialised projects.\n\n\n\nKey Achievements \n\nSuccessful Sale of Main Investment - extensive involvement with the due diligence processes around sale of key assets. Assisted with preparation of prospectus documents showing analysis of business performance, tax documents, population of data rooms and dealing with due diligence questions. Involvement extended to detailed analysis in order to carry out internal restructuring and optimization of tax position to maximize benefits of disposal. \n\nCorporate Restructuring and Liquidations - Unwinding of the corporate structure of the major investment and preparing and putting numerous entities through the liquidation process. This involved detailed work on tax, legal and accounting issues relating to the unwinding of a complex corporate structure.\n\nManagement and Financial Reporting Changes – Implemented new monthly internal management reporting focusing on analysis of investment performance and linking this to both internal and external factors in the business environment and the impacts on valuations for monthly and quarterly group reporting. Reports made concise and clear for principal and Director review. \n\nImplementation of New Tax Reporting System – Implementation of a standard template for completion of corporate tax returns for UK entities. Also, management of the process to establish US tax reporting requirements for the extended group comprising 229 entities in total. This involved gaining an understanding of the requirements and implementing a system to obtain standardised forms from all group entities. \n\nCost Analysis and Rationalisation – Involved in the main entity’s detailed expense analysis with a view to reducing the overall cost base. Analysis included the review of contracts and devising efficiencies to improve overall profitability. Reviews were ongoing and to an ever-decreasing level of materiality in line with a group in a wind-down process.\n\nManaging Cash Extraction from Investee Companies – required analysis of forecast results and actual results to both plan and carry out dividend payments within the group. Priority to extract cash where possible led to a need to work closely with investee companies to understand earnings, monitor assumptions, understand variances and relay impacts to senior management. \n" }, { "role": "Product Control ", "company": "Barclays Capital ", "endYear": "2006", "endMonth": "9", "location": "London, UK ", "startYear": "2006", "startMonth": "4", "currentRole": false, "description": "\tResponsible for reporting the P&L of the Metal Financing business, as well as the Management books and assisting with various other P&L’s including energy, base and precious metals. \n\tDetailed market commentary was provided on all books and linking positions held to broader market movements and external factors. \n\tAssisted in the transforming of the manner in which the Financing business reports its daily P&L. \n" }, { "role": "Balance Sheet Manager ", "company": "Marsh & McLennan", "endYear": "2006", "endMonth": "3", "location": "London, UK", "startYear": "2005", "startMonth": " 7", "currentRole": false, "description": "\tInitially appointed to document key processes as part of the Sarbanes-Oxley requirements, providing an end-to-end description of processes that had in the past been noted as a weakness in the audit Management Letter. \n\tRetained to work on an expatriate tax liability project and then for an extended period in the role of Balance Sheet Manager. This role involved review and sign-off of the majority of Balance Sheet reconciliations across the Marsh UK entities. \n" }, { "role": "Accountant / Senior Accountant ", "company": "Ernst & Young ", "endYear": "2005", "endMonth": "6", "location": "Sydney, Australia ", "startYear": "2002", "startMonth": "3", "currentRole": false, "description": "Commenced as a graduate and continued to senior accountant level with primary responsibilities that related to the audit of Financial Services institutions. Areas within Financial Services are focused around banking and general insurance. Consistently rated at the top end of my peer group during my time at Ernst & Young. \n\nRoles and Assignments Undertaken on Major Clients:\n\n\tMajor clients were Commonwealth Bank of Australia (“CBA”), Wizard Mortgage Corporation and Aon Insurance. Lead senior which involved both interim and year-end process including financial analysis and investigation of variances and detailed walk-throughs of processes\n" } ]