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Work Background
Old Mutual LimitedHead of Finance at Old Mutual Wealth
Sep. 2024I lead the finance function for Old Mutual Wealth, accountable for financial control, performance management, and reporting. My core focus is strong general ledger integrity, disciplined month-end and year-end close, and accurate, audit-ready reporting under IFRS, supported by robust balance sheet governance and clear standards.
Alongside control and reporting, I drive budgeting and forecasting across the business. This includes planning cycles, target setting, scenario and sensitivity work, and ongoing performance tracking. I partner with leaders to challenge assumptions, improve forecast accuracy, and ensure financial plans are practical, measurable, and aligned to strategy.
I manage audit engagement and finance governance, working closely with internal stakeholders and external auditors to resolve issues efficiently and strengthen the control environment. I also lead continuous improvement by streamlining processes, improving data quality, and driving automation to reduce manual effort and accelerate delivery timelines.
I lead and develop a high-performing team, setting a culture of accountability, quality, and delivery. I enjoy working across functions to solve problems, improve decision support, and build a finance function that is both commercially relevant and technically strong.
Old Mutual LimitedGroup Finance Transition Lead (Group Finance)
Sep. 2021 - Aug. 2024Led group-wide finance change initiatives with a focus on reporting readiness, governance, and delivery certainty. Drove key elements of IFRS 17 implementation and comparative reporting, and supported improvements to group reporting processes, timelines, and controls. Played a lead role in the implementation of a new consolidation/reporting capability, working across stakeholders to embed sustainable reporting outcomes.
Old Mutual LimitedHead of IFRS Financial Reporting (Group Finance)
Oct. 2018 - Aug. 2021Led IFRS financial reporting and consolidation improvements across the Group, strengthening reporting quality, processes, and internal controls. Delivered statutory and quarterly reporting requirements, supported audit and governance forums, and developed a high-performing consolidation team.
Old Mutual plcHead of Statutory Reporting (UK plc)
Oct. 2012 - Sep. 2018Led group statutory reporting and consolidation across multiple entities and jurisdictions, ensuring high-quality delivery to tight deadlines. Managed audit engagement, technical accounting matters, and governance requirements, including ownership of the group consolidation system and continuous process improvement.
Phoenix Group plcGroup Reporting & Consolidation Manager
Jul. 2007 - Sep. 2012United KingdomLed group reporting and consolidation under IFRS, delivering external reporting outputs and stakeholder commentary. Drove reporting timetable discipline, improved controls, and supported change initiatives that strengthened reporting quality and efficiency.
CQS Asset ManagementFund Financial Controller
Nov. 2006 - Jun. 2007United Kingdom, LondonOwned fund control and monthly reporting, including NAV oversight, fee validation, audit coordination, and process improvements to strengthen delivery and control quality.
Standard Life UKSenior Accountant & Analyst
Oct. 2005 - Oct. 2006United KingdomProduced consolidated IFRS statements and supporting disclosures, improved reporting procedures, and delivered analysis and governance reporting in a regulated environment.
KPMG Cayman IslandsSenior Accountant, Alternative Investment Products
Oct. 2003 - Sep. 2005Cayman IslandsManaged audits and financial statements for investment funds under IFRS/US GAAP. Secondment experience included daily and monthly fund accounting and key reconciliations supporting NAV and performance reporting.
Ernst & youngSenior Executive, Public Sector Advisory Services
Jan. 1999 - Aug. 2003South Africa, JohannesburgLed teams on large-scale ledger clean-up and reconciliation programmes, managing stakeholders, budgets, and delivery across complex client environments.
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