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Work Background
Group CFO | Company Secretary | Board Member | Private Equity
Lumia CareGroup CFO | Company Secretary | Board Member | Private Equity
Jun. 2022 - Sep. 2025Melbourne, Victoria, AustraliaLumia Care is a private equity-owned national healthcare provider & nursing recruitment company established mid-2022 with revenues now exceeding $200m. The Lumia Group is a buy-and-build integration of companies such as Colbrow Care, Meditech, BlueCross, Kemp Recruitment, iNurse, Regal Health, Healthcare HQ and Popup Health. Key achievements include: • Board Partnership: Partnered with CEO & Board to establish & execute “buy & build” strategy • M&A: Successfully completed & integrated 12 business acquisitions and grew annual revenues from $8m to over $200m in 3 years. • Build teams: Established, built & led a high performing national shared services function • Debt facility / capital raising: Led the establishment of initial $25m Macquarie debt facility and then led replacement with $55m debt facility with Citibank to fund acquisition growth strategy • Passionate member of Group Board, Executive Leadership Team & Company Secretary • Budgeting & Forecasting: established and led financial, operational and cashflow forecasting • Transformation: delivered transformation program reducing admin headcount by 20% and achieving $5.4m annual cost savings • Governance: led clean external financial audits & preparation of full disclosure financial accounts whilst establishing strong internal controls & ensuring compliance with AASB accounting standards • Simplification: led consolidation of ABNs and brand consolidation across portfolio to streamline operations, reduce compliance obligations, reduce costs and support growth scaling
CFO | General Manager Commercial | $200m+ |  International Portfolio
ahs hospitalityCFO | General Manager Commercial | $200m+ | International Portfolio
Nov. 2019 - May. 2022Melbourne, AustraliaAHS are the market leader in hotel outsourcing services, operating in over 170 hotels across Australia and New Zealand with annual revenues in excess of $200m. • Strategic Planning: Developed & drove 5-year strategic plan, including large scale contract renegotiation and interim strategic pricing reviews, new business tendering, geographic expansion and productivity transformation program implementation that delivered $4m annual cost savings • Operational Leadership: Developed & drove operational COVID plan across 3,500 staff throughout Australia & New Zealand • Financial Leadership: Developed & managed COVID Jobkeeper program across 3,500 staff • 2IC to EGM, seconded into Executive General Manager role for 4 months • Cashflow Optimisation: led cashflow forecasting & working capital optimisation workstream resulting in 15% increase in quarterly cash surplus balances & 22% reduction in debtor days • SaaS: Led workstream & partnered with Tanda (external IT development team) to design and negotiate Group-wide time & attendance program - 9 month process, then UAT & implementation phases. • Strategic Leadership: established the right People, Processes & Systems to enable scaling the business for international growth whilst ensuring robust governance and multi-jurisdictional compliance • Governance: delivered clean external financial audits & implemented strong internal controls to meet AASB accounting standards
FP&A - Energy Markets | Customer Markets | Digital | ASX Listed | Digitisation
AGL EnergyFP&A - Energy Markets | Customer Markets | Digital | ASX Listed | Digitisation
Nov. 2016 - Nov. 2019Melbourne, AustraliaAGL is one of Australia’s leading integrated energy companies and the largest ASX listed owner, operator and developer of renewable generation in Australia. • Financial Leadership: Led the delivery of internal and external reporting, including month end close & ELT reporting, OFR, Appendix 4E reporting, investor relations presentation slides and Board performance reporting • Strategic Leadership / Transformation: Partnered with GM-level and ELT-level business stakeholders to deliver transformation projects that resulted in achieving stretch financial & operational targets & strategic capital investment programs • Digitisation: Developed & presented Digital customer experience roadmap to Exec Team, secured c$300m funding • Budgeting & Forecasting: led month end closure and monthly reporting, budgeting and forecasting across Customer Markets, Customer Operations & Digital.
Head of Planning, Analysis & Treasury | Digitisation | M&A
CareerOne GroupHead of Planning, Analysis & Treasury | Digitisation | M&A
Nov. 2015 - Nov. 2016Melbourne, Australia• Financial Leadership: Established and lead budgeting & forecasting, weekly and monthly performance reporting, KPIs, dashboards and monthly ELT reporting • M&A: Successfully partnered with members of the ELT to complete four company acquisitions • Transformation: Led and delivered transformation program across multiple entities within the group incorporating restructuring, process improvement & system implementation, resulting in cumulatively reducing FTE by c40% and halving the cost base • Cash Management: Managed relationship with CBA, prepared all lender reporting & led workstream to pay down & close $15m debt facility. • Finance Leadership: Led Finance Team in managing external financial audit requests to deliver clean audit and full disclosure financial accounts
Financial Planning and Analysis Leader | Fixed-term Contract | Digitisation
ColesFinancial Planning and Analysis Leader | Fixed-term Contract | Digitisation
Feb. 2015 - Sep. 2015Hawthorn• Budgeting & Forecasting: Established operational and financial reporting processes across Financial Services group, including completing and delivering inaugural budget to Board • Finance Leadership: Established all ELT and Board reporting processes and lead month-end processing • Data & Analytics: Partnered cross functionally to deliver big data projects with dashboard functionality mining data warehouse across financial, operational, customer and industry data.

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