Experience

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  Nomura

  Jun 2012 - Jul 2013

  Finance industrial placement – financial control & reporting

  • Assisted with regional and global financial accounting on a monthly and quarterly basis.• Reconciled account balances to ensure correct reporting, provided commentary for monthly movements and prepared reports and presentations for senior management. • Worked closely with auditors to ensure accuracy in our statutory accounts, meeting all SOX requirements.Key Achievements• Gained an extensive foundation in financial accounting, including BS and P&L reporting at a group level.• Took on sole responsibility of quarterly reporting to the Office for National Statistics, presenting the group results myself to external parties. Show less

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  Nomura

  Sept 2014 - Jun 2018

  Finance associate

  • Starting on the Graduate Scheme, gained vital experience within several finance functions: Treasury Product Control; Investment Banking Product Control; and Treasury Planning & Analysis. • Headed up the management and review of daily P&L and flash revenue reporting for two different product control functions, along with associated balance sheet reconciliations and month end processes. • Managed daily FX hedging for the organisation globally, instructing $billions in FX transactions daily to reduce overall group exposure.• Studied legal documents for revenue recognition triggers on large advisory deals. • Engaged in recruitment and interview processes for future graduate and intern classes.• Managed off-shore support teams based in India, ensuring quality and consistency of work. Key Achievements• Developed a strong eye for detail, working alongside a high-pressure trading environment with tight deadlines. • Played an integral role in the development and execution of new intraday reporting modules for internal reserve and external regulator reporting, requiring me to engage stakeholders across the firm and gain buy-in from senior management. • Conducted a business funding review, investigating the liquidity buffers held by front office and their suitability for current market environments – presenting my proposals for future liquidity reserves to the EMEA Treasurer. • Managed the annual budgeting process, sourcing and calculating estimated revenue figures for thousands of trading books across the firm globally under incredible time pressure.• Mentored a younger graduate, helping navigate her career and leading to a promotion within the first 12 months. Show less

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  Anglican diocesan services (ads)

  Aug 2020 - Oct 2022

  Senior accountant

  • Provided end-to-end financial support and advice to various entities within the diocese, including four Anglican schools; an Anglican banking and investment entity; property and trust management; insurance for Anglican outfits nationwide; St Mark’s Theological College; and Anglicare NSW South, West & ACT.• Took the lead on Anglicare’s cashflow management, balancing quarterly funding receipts with significant weekly creditor payments and a fortnightly payroll of over $1m.• Single-handedly ran the finance functions for Anglican Insurance and Risk Services (AIRS) and St Mark’s Theological College, running all aspects from AP/AR through to monthly management reporting and working with auditors to complete the annual financials.Key Achievements• Introduced long-term forecasting for Anglicare cashflow, allowing us to invest and gain returns on unused funds never achieved previously.• Overhauled the out of home care portfolio for Anglicare, reversing the losses of prior year to achieve a healthy surplus through diligent applications for extra funding and accurate costings for new intakes.• Implemented new trust fund management system for Anglican Church Property Trust, ensuring buy-in from all major stakeholders. Through effective change management, processing times were dramatically reduced and the quality of reporting significantly improved.• Developed new month end management reporting for leadership of St Mark’s Theological College, providing them oversight and enabling effective decision making.• Lead recruitment and onboarding efforts to grow our team, providing handover, support and oversight. Show less

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  William clarke college

  Oct 2022 - Nov 2024

  Finance manager

  • Lead a team of five, managing end-to-end financial operations of a P-12 Anglican School and its various business activities including canteen, school shop and BASC.• Managed the budgeting, modelling and forecasting operations for the school, liaising with key stakeholders at all levels to ensure sustainability in finances, facilities and resources.• Member of the Senior Leadership Team, reported regularly to Council and Finance Committee with monthly management analysis and providing relevant financial advice as appropriate.Key Achievements• Developed new month end processes to bring in significant time efficiencies and process improvements, freeing up resources. Absorbed the Assistant Accountant role at short notice for a period of 8 months in addition to regular duties.• Successful completion by due date of all regulatory reporting, including annual audit and financial statements, government acquittals, FBT, worker’s compensation, WGEA and census.• Produced a paper identifying inconsistencies in our treatment of contractors, most notably with music peripatetics, in light of recent case law and tax legislation changes. Agreed on interpretation and implemented new strategy to make us compliant.• Identified an underperforming member of the team and instigated formal Performance Management procedure. Lead fortnightly meetings with the team member and HR, reviewing performance and identifying areas of improvement. Show less

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  Marsden park anglican college

  Nov 2024 - now

  Business manager

  Managing all business operations of a growing Anglican college in Marsden Park, Sydney.