
Timeline
About me
Product Owner | Investment Operations | Investment Data and Systems | ex EY
Education

College of saint benedict
-Accounting & finance
Experience

Ey
Jul 2013 - Apr 2018Provide accounting guidance and advice to clients regarding new accounting standards implementation, financial reporting support and regulatory reporting Melbourne, Minneapolis
Assistant Manager - Financial Accounting Advisory Services
Feb 2017 - Apr 2018Senior Accountant - Financial Services Assurance
Jul 2013 - Feb 2017

Vanguard
Apr 2018 - Nov 2022• Support APAC fixed income traders and portfolio managers throughout the trade life cycle• Collaborate with global teams to ensure accuracy of investment book of records through trade confirmations, reconciliation, investigating data issues• Liaise between Front Office and Global operation teams in investment related projects such as introducing new markets and security types, transitioning to new registry provider, changes in ETF workflows• Work closely with custodians and brokers to enhance operation rhythms Show less
Derivative Operations
May 2021 - Nov 2022Fixed Income Investment Support
Mar 2020 - May 2021Fund Financial Reporting
Apr 2018 - Mar 2020

Australiansuper
Oct 2022 - nowManager - reg tech product & systems• Product owner for regulatory reporting data and systems. Provide design principles, prioritisation and governance over product's performance.• Lead Finance's response to enterprise investment projects. Provide advice to the business on system migrations and data integration projects as well as industry changes.• Collaborate across Front, Middle and Back Office and their vendors to align senior stakeholders and deliver end to end results
Licenses & Certifications
- View certificate

Cfa institute charterholder
Cfa instituteSept 2024 
Anz chartered accountant
Chartered accountants australia and new zealandMay 2019
Cpa
Minnesota board of accountancyDec 2014
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