Experience

  • Improved operational and financial KPI reporting for Executive Teams and Boards in retail, professional services and project management companies as well as to regional management teams in multinational sales and consulting companies.
  • Rollling cash flow and financial forecasts for Board and Executive Teams resulting in timely KPI reporting aimed at minimising "surprises" - a focus on future performance against expectations rather than just analysis of last month and year to date.
  • HR support - Upgraded recruitment, induction, balanced scorecard and staff appraisal and performance management processes; Upgraded HR policies and procedures to provide clarity to staff and management.
  • Designed and delivered financial risk and controls framework, checkpoints and controls for a multinational engineering and development company; participated in internal audits in consulting and sales companies and in a Sarbanes Oxley (SOX) audit.
  • Business Development Support - Set up pipeline management and business development framework in a quantitiy surveying and project management company.
  • Business Process Improvement - Review and document processes and potential improvements in centralised accounts payable; recruiting, international remuneration and employment contracts - Document policies and procedures for each financial cycle from transactions through reporting - Operations review, improvements and initial project implementation.
  • Business Projects - Office relocations and office fit outs; Business continuity and disaster planning; IT business plans and software selection, managing projects and participating in project teams.
  • Business Planning and Budgeting - Lead planning and budget process including strategic planning sessions, staff focus sessions and leading and coaching the management and operations teams through planning and budgeting.
  • M&A and Due Diligence Support - Developed M&A framework and checklists for an engineering and development company and conducted operational reviews, financial due diligence reviews on acquisition targets - consulting companies and registered training authorities.