Summary
Overview
Work History
Education
Skills
Certification
Interests
Timeline
Generic
Andy Jackson

Andy Jackson

Bilgola Plateau,NSW

Summary

Experienced leader and strategist with a proven track record of driving impactful business outcomes. Expertise in international finance and operations is complemented by substantial experience in professional services, information technology, acquisitions, and business transformation. Recognized for commercial acumen and the ability to spearhead initiatives that enhance business development while fostering collaborative environments that drive results. Committed to leveraging strategic insights to navigate complex financial landscapes and adapt to evolving business needs, ensuring sustained growth and innovation within organizations.

Overview

35
35
years of professional experience
1
1
Certification

Work History

CFO

Citation Group
09.2023 - Current

Subsidiary of a Private Equity backed UK Parent that provides HR and Employment Law, Health & Safety and ISO & NDIS Certification Services all supported by global technology solutions.

  • Successfully led all local aspects of a Private Equity sale and repurchase of the Global Citation Group
  • Managed the finance requirements for the negotiation and purchase of the minority shareholder interest in the Australia business
  • Led the successful finance integration of two Australia based businesses (Payroll Platform business & Audit Certification business)
  • Led the transformation of the Australia finance function implementing required reporting and business analytics to meet reporting requirements of UK based Corporate team.
  • Mentored finance team members, fostering a culture of professional growth and skill development within the department.
  • Implemented improved budgeting and forecasting models across 4 diverse business units successfully taking on responsibility for presentations and reviews with UK senior leadership team
  • Led business wide budgeting process, ensuring alignment with corporate objectives.
  • Directed financial strategy, ensuring alignment with organizational goals and enhancing profitability.
  • Drove revenue growth by implementing pricing strategies that maximized both sales volume and profitability.

CEO & Group CFO

Retail Akumyn
06.2015 - 08.2023


Startup established in 2015 and is leading the way in the field of retail data, insights and services to the Australian Pharmacy industry.


  • Led onshore and offshore development teams tasked with building a cloud-based technology platform with multiple service applications and AI capabilities for the Australian Pharmacy industry
  • Pro-actively established and executed the provision of services including: Loyalty Platform, customer mobile application and reporting services, Data extraction software for multiple point of sale and dispensing platforms, Cloud-based reporting services for Pharmacy Groups, individual pharmacies and suppliers servicing the pharmacy industry, Deals Platform for management of retail and supplier deals
  • Negotiated and implemented Service Partnership Agreements with major Pharmacy Groups
  • Financial and strategic management across Retail Akumyn and the Akumyn Group including: Financial systems implementation, Financial policies and controls, Monthly reporting including rolling 12-month forecasts for all Akumyn Group companies, Payroll set up and reporting, Tax planning and reporting, Budgeting and 3-year strategic plan, Company Secretarial responsibilities

CFO

Weejah
05.2020 - 04.2022


Spatially enabled, Artificial Intelligence powered marketplace that matches the needs of the most vulnerable members of the community with professional workers who can deliver all the services needed to support them in their homes.

  • Board member and Company Secretary
  • Financial modelling and strategic plan to support Series A and B funding rounds
  • Legal and financial support for Service Partnership Agreements with key Aged Care providers
  • Design of financial requirements for marketplace platform enabling management of all financial aspects required for Carer and Care Recipients
  • Advised executive leadership on financial risks and opportunities, driving informed decision-making.

Principal

RC Harp
04.2014 - 05.2015


Lead Consultant on project to assist startup company in Information, Technology and Services industry:

  • Establishing strategic plan and go to market strategy.
  • Negotiation with key data providers and potential clients.
  • Scoping finance transformation for business unit of major Australian multinational.

General Manager, Australia and New Zealand

IMS Health Australia
07.2010 - 10.2013
  • Provided leadership to 200 employees in ANZ across both consulting and data services provision.
  • Focus on transforming the ANZ operations of this +$50m Healthcare, Information, Technology and Services Company.
  • Led the business unit in delivering significant revenue and EBITDA growth. Revenue & EBITDA declining in 2010, to +14% revenue and +9% EBITDA growth in 2013: Developed and implemented strategic growth plan identifying expansion opportunities into other adjacency's and business channels within the Healthcare sector, including Pharmacy, Pharmaceutical Wholesaler services and Healthcare IT services. Achieved growth through both acquisitions and development of local new offerings. Identified and negotiated 4 acquisitions in Healthcare Consulting, Market Research, Services and Technology spaces contributing 8% points of revenue growth in 2013. New investments realized +$6m of incremental revenue in 2013 with a 20% incremental EBITDA.
  • Negotiated and secured long term key data and services supplier contracts covering Pharmaceutical Wholesalers, Pharmacy banner and buying groups, Doctors and Hospitals. Annual contract value +$6m.
  • Built and developed a high-performance team of +100 employees through strong leadership and focus on individual and team development.
  • Led the development of a Consulting and Services organization comprising four practice areas (Management consulting, Commercial Effectiveness, Market Research and IT Consulting). Consulting & Services contributed $9m (18%) of total revenue in 2013.
  • Led an award-winning leadership team to develop culture initiatives that focused on developing the business through constructive individual leadership, problem solving and collaboration
  • Reduced employee turnover and absent rates
  • Able to hire niche talent through effective use of talent acquisition program and employer branding
  • Implemented cost reduction initiatives resulting in significant budget savings while maintaining service quality.

CFO Europe, Middle East & Africa (EMEA)

IMS Health
01.2004 - 06.2010


  • Responsibility for financial activities across 47 countries of this +$950m US Listed Healthcare, Information, Technology and Services business unit headquartered in London.
  • Responsibility for all aspects of financial reporting and US GAAP disclosures, financial planning and analysis, budgeting, procurement and facilities.
  • Led a team of Finance Directors organized by country and business unit managing 90+ finance employees.
  • Led large scale business transformation projects: EMEA business transformation project, reporting to EMEA President, driving sustainable annualized savings of +US$80m (15%) across multiple business functions. EMEA finance transformation project implementing new financial systems (SAP and Hyperion), enhanced financial controls and transitioning finance transaction-based functions to shared services centres. Process and efficiency improvements delivered 30% headcount reduction and $2.7m of cost saving.
  • Complex contract negotiations (M&A and multi-country sales contracts): Financial lead on +15 EMEA acquisitions and lead acquisition integration process. Financial lead on multiple EMEA multi country sales contracts (average annual contract value +$1m) driving significant value for clients and company.
  • Streamlined reporting and designed and implemented budgeting and forecasting process across complex matrix organization.
  • Implemented governance and best practice reporting, accounting systems and internal controls including transition to Sarbanes – Oxley compliance and reporting.
  • Developed business cases and investment models to ensure financial returns and to generate opportunities to drive business expansion.

CFO Asia Pacific

IMS Health
05.2001 - 12.2003


  • Led a team of Finance Directors and responsible for all Asia Pacific financial activities across 15 countries of this +$60m business unit headquartered in Sydney.
  • Responsibility for all aspects of financial reporting and US GAAP disclosures, financial planning and analysis, and budgeting.
  • Worked directly with business leaders to improve business profitability by 25% and establish a platform for growth through new offerings, new channels and acquisitions.
  • Implemented governance and best practice reporting, accounting systems and internal controls.
  • Reduced account receivables DSO by 20%.
  • Implemented new opportunity tracking and sales forecasting processes leading to significant improvements in sales force tracking and sales forecasting accuracy.

Finance Director Australia & New Zealand

IMS Health Australia
08.1995 - 04.2001
  • Responsibility for all aspects of statutory and corporate financial reporting and local disclosures, financial planning and analysis, and budgeting.
  • Worked directly with General Manager and functional leaders to improve business profitability and drive business growth through new offerings.
  • Led successful divestment to Joint Venture partners of Direct Mail business.
  • 18 months leadership responsibility for Software Development team of 22 employees developing next generation of pharmacy software and communication systems.

Senior Finance Analyst

IMS Health
01.1991 - 07.1995
  • Responsibility for corporate reporting and financial analysis for EMEA business unit.
  • Various assignments to Internal Audit function auditing various European Operations and performing various special purpose audits.

Education

Bachelor of Commerce - Accounting And Finance

City of London University
UK

Skills

  • Executive leadership
  • Mergers and acquisitions expertise
  • Financial transformation & process improvement
  • Strategic financial planning
  • Financial & performance metrics analysis
  • Board reporting
  • Collaboration across diverse teams
  • Budget planning & data driven forecasting
  • Adaptability to change

Certification

Institute of Chartered Accountants England & Wales

Interests

Golf (member of Pennant Hills Golf Club, Sydney)

Watching all Sports

Wines

Timeline

CFO

Citation Group
09.2023 - Current

CFO

Weejah
05.2020 - 04.2022

CEO & Group CFO

Retail Akumyn
06.2015 - 08.2023

Principal

RC Harp
04.2014 - 05.2015

General Manager, Australia and New Zealand

IMS Health Australia
07.2010 - 10.2013

CFO Europe, Middle East & Africa (EMEA)

IMS Health
01.2004 - 06.2010

CFO Asia Pacific

IMS Health
05.2001 - 12.2003

Finance Director Australia & New Zealand

IMS Health Australia
08.1995 - 04.2001

Senior Finance Analyst

IMS Health
01.1991 - 07.1995

Bachelor of Commerce - Accounting And Finance

City of London University
Andy Jackson