Lyndal Punch. Roles and responsibilities. Experience. Expertise. Security Qualifications

Transcription

1 Experience 6 years as a Professional Consultant 4 years as an Investment Senior Associate Expertise Financial Management Consulting Financial and Management Accounting Financial and Internal Audit Enterprise Risk Management Corporate Governance Investment Portfolio Construction Performance Reporting Security Qualifications Bachelor of Commerce in Accounting Bachelor of Science in Investment Mathematics Member of Certified Practicing Accountant Roles and responsibilities Lyndal joins Callida Consulting from Access Capital Advisers where she worked as a Senior Associate within the Portfolio Construction and Risk Assurance Group. During this role Lyndal advised superannuation funds on their portfolio risk and liquidity management including assessing the appropriateness of portfolio fit for new investments; performance reporting; portfolio rebalancing and cash flow management advice; asset valuations; and worked with transaction teams in assessing key drivers of risk and return, including maximum loss scenarios. Prior to Access Capital Advisers, Lyndal gained over six years experience in the accounting profession where she worked for Oakton and Ernst & Young. During this time, Lyndal has completed substantial work as a corporate governance professional, particularly in the areas of enterprise risk management, public sector programme management and internal audit. Lyndal has had extensive experience in both performing and managing internal audit tasks. All assignments completed by Lyndal have required her to exercise advanced analytical skills, project management and exceptional team work. Lyndal s work experience has focused on enhancing the governance framework operating in each of her clients. Her work has included creating detailed process maps covering financial, information technology (IT), human resource (HR) and regulatory operations as well as developing policies, procedures and work instructions to comply with an organisation s statutory obligations. She also has a sound knowledge of the COSO internal control framework and assisted the Department of Defence in the development of their internal control frameworks using COSO methodology. This work included process mapping, risk and control identification, control testing, reviewing testers work papers, providing recommendations for control remediation and enhancement and reporting to the Assistant Secretary Financial Controls Framework and the Chief Finance Officer. Lyndal has also had the opportunity to assist on other large scaled projects for Ernst & Young. One of her many roles included providing project management assistance and business and financial advice to child care services throughout Australia. This engagement was for the Department of Family and Community Services and Indigenous Affairs (FaCSIA). One of Lyndal s most extensive roles has been with the Department of Finance and Deregulation. Lyndal was a primary resource in assisting the Department with the implementation of Net Cash. Net Cash is an Operation Sunlight initiative, designed to enhance transparency and accountability in the Commonwealth Government Financial Framework. As part of this role Lyndal developed detailed workbooks for a host of Commonwealth Agencies. She was key contact officer and was responsible for the distribution and collation of responses, data analysis and preparation of reports for Senior Executive Officers of the Department.

2 Lyndal also serviced the Department of Finance and Deregulation as a cost modeling specialist. Lyndal created cost models to inform key Senior Executives on the costs associated with renewing the Centralised Budget Management System (CBMS). Lyndal has gained experience on a number of other cost modeling engagements for many Commonwealth Government clients. These include Customs, Department of Immigration and Citizenship, Territory and Municipal Services and the Australian Passport Office. In each instance Lyndal was the primary developer of the cost models. Lyndal is also one of our financial statement professionals. Previous experience Previously, Lyndal was a Senior Associate in the Portfolio Construction and Investment Risk Assurance for Access Capital Advisers. Prior to Access Capital Advisers Lyndal worked as a Senior Consultant at Oakton (formally Acumen Alliance), a listed Australian Technology and Consulting company employing over 220 personnel in the ACT. Prior to that, Lyndal commenced as a Graduate at Ernst & Young completing government advisory and internal audit assurance services. Lyndal left Ernst & Young as a Senior Consultant. Page 2

3 Selection of Assignments Department of Finance and Deregulation Assisted with the implementation of Net Cash, an Operation Sunlight initiative, considered to enhance transparency and accountability in the Government Financial Framework Completion of cost modeling projects to renew the Department of Finance and Deregulation Centralised Budget Management System (CBMS) Australian Passport Office Completion of cost modeling projects to assist the Australian Passport Office in the replacement of the Passport Workflow Management System and the cost to develop a centralised Passport Personalisation Facility for the agency. CRS Australia Preparation of financial statements Territory and Municipal Services Conducted a review of internal budgeting within the ACT Department of Territory and Municipal Services Developed a cost model to determine the cost effectiveness of ACTION charter services to the Australian Capital Territory Department of Agriculture, Fisheries and Forestry Review of Commercial Horse Assistant Payment Program for the Department of Agriculture, Fisheries and Forestry Department of Defence Core team member of the development of the internal control frameworks using COSO methodology National Offshore Petroleum Safety Authority Core member in the development of policies, procedures, work instructions and template manual for all regulatory operations for National Offshore Petroleum Safety Authority (NOPSA). The manual was developed to assist NOPSA to achieve compliance with ISO 9001:2000, AGIS and PPC and ABEF award recognition Department of Immigration and Citizenship Core internal auditor for the Department of Immigration and Citizenship (DIAC). Most recent internal audits include: Onshore Assurance Review. This review is performed annually and focuses on State and Territory financial compliance with DIAC s Chief Executive Instructions and relevant legislative and management directives Offshore Assurance review. This review is also performed Page 3

4 annually and focuses on offshore post compliance with DIAC s financial framework. Work was performed in Seoul; Shanghai; Santiago; and Ottawa in FY Review of partner visa processing both onshore and offshore Risk based review of visa classes Financial Evaluation and Viability Reviews Preparation of financial viability assessments for the following agencies Australian Maritime and Safety Authority Australian Taxation Office Department of Families, Community Services and Indigenous Affairs Murray Darling Basin Commission Risk Management Experience Work of this nature has included facilitation of fraud and business risk assessments by means of presentation, data capture, data analytics and preparation of reports for the following agencies: Australian Greenhouse Office Australian Sports Anti- Doping Authority Department of Industry Tourism and Resources National Blood Authority National Health and Medical Research Counsel National Health Call Centre Network Ltd National Offshore Petroleum Services Authority Swimming Australia Inc. Portfolio Construction and Investment Risk Assurance Developing and monitoring superannuation funds risk and liquidity management policies Assessing the appropriateness of portfolio fit for new investments Working with transaction teams in assessing key drivers of risk and return, including maximum loss scenarios Advising Investment Committee s on portfolio risk and liquidity issues and investment performance Preparation of monthly and quarterly reports updating clients on the position of their portfolio, including aggregation of risk exposures, liquidity position and capacity to undertake new investments Provision of currency hedging advice on substantial unlisted and listed asset portfolios Calculation of crediting rates and quarterly indirect cost ratios in accordance with respective legislation Page 4

5 Employment History Callida Consulting May 2013 to present Principal Access Capital Advisers May 2009 May 2013 Senior Analyst - Investment Operations progressing to Senior Associate - Portfolio Construction and Investment Risk Assurance Oakton January May 2009 Senior Consultant Financial Management Consulting Ernst & Young August January 2008 Graduate Accountant progressing to Senior Consultant - Risk Assurance Services Page 5