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skills and experience

CAREER SUMMARY

Consumer electronics, venture capital, public practice accounting, and corporate finance. My data led journey so far.
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business tax and compliance - audit management
business tax and compliance - business tax returns
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Vice president | accounting and advisory | 2024-

H&R Block

Responsible for the national business accounting and advisory portfolio, the role requires deep analysis of the competitive environment to set strategic positioning and growth initiatives.

  • Analysing referral data for encroaching market shifts
  • Client persona profiling and spend behaviours
  • System configuration and workflow management
business tax and compliance - statutory reporting
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tax consultant | consumer tax | 2024

H&R Block

Working with sole traders to investors, and business owners to family groups including rentals, crypto currency trading, employment payouts, GST, managed funds, shares, dividends, and foreign income.

  • Analysing crypto trading data for tax compliance
  • Investment portfolio data aggregations and schedules
  • Applying tax legislation to client information
business tax and compliance - statutory reporting
business services - bookkeeping
business tax and compliance - audit management
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head of finace | aged carE | 2024

Manor Court Aged Care

An executive role overseeing finance, compliance, reporting, and government funding. It also involved a systems and cross functional review to improve efficiencies and consolidate the tech stack.

  • Developed a funding calculator model for fee invoices
  • Redesigned the general ledger and reconciliation process
  • Aggregated data from multiple sources for KPI reporting
business tax and compliance - activity statements
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exec. MGR finance and ict | aged care | 2021-2023

Huon Regional Care

Change management of systems, processes, and compliance for ATO, DoH, and the ACFI to AN-ACC funding transition. Deep data model for state health department inpatient bed block funding negotiation.

  • Designed and deployed a workflow management system
  • Reconfigured finance and operational data systems
  • Consolidated data models for automated reporting
business advisory - financial modelling
business services - cloud accounting
business tax and compliance - asic agent services
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director | public practise accounting |2016-2021

Avance Chartered

Systemised workflow management for 700+ clients across two offices and built a lottery agent product that led to a national partnership with the Australian Lottery and Newsagents Association (ALNA).

  • Migration of practice management to cloud based XPM
  • Client service automation and workflow tools (inc. APIs)
  • Lottery agent POS integrations and data normalisation
business tax and compliance - other external compliance
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director| public practice accounting | 2008 -2015

Altezza Partners

Founded and grew this firm to circa. 450 clients, that were mostly technology based. I exited in 2015 and completed a Diploma of Web Based Technologies before joining Avance Chartered Accountants.

  • Implemented MYOB Viztopia and workflow process
  • Developed a number of proprietary client dashboards
  • Managed the ICT systems processes for the firm
business tax and compliance - business tax returns
personal tax and wealth - annual tax planning
business tax and compliance - asic agent services
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director | venture capital |2005-2008

Pioneer Development Fund

Pioneer specialised in seed, start-up and early-stage investments. I started as a Business Analyst and progressed to investment Director across the funds seven technology focused investee companies 

  • Valuation and investment (IRR) return modeling
  • Financial forecasting and budgets for capital raising
  • Business and systems model design for go to market
business tax and compliance - other external compliance
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director| consumer electronics | 1994-2015

CR Computer Group

Starting with one location, the group grew to eleven locations and a central distribution center producing $20m in annual revenues selling new and recycled IT equipment, and delivering business services.

  • Designed and implemented an SQL based job flow tool
  • Configured and deployed the POS and general ledger
  • Implemented real time sales reporting to mobile phones
personal tax and wealth - ato representation

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