JASON KATZ

• Advised CFOs and Finance Teams of ASX-listed and multinational firms on financial reporting, risk management, and governance
• Led the preparation and review of complex consolidated financial statements, ensuring compliance with IFRS, AASB, and Corporations Act standards
• Provided financial insights to Boards and Audit Committees, translating technical accounting into strategic business recommendations
• Managed engagement economics and financial performance, optimizing cost structures and improving profit margins
• Oversaw a team of 25 professionals, driving performance, professional development, and resource allocation across key engagements

Key Achievements:

• Successfully onboarded a newly established global client under Blackstone Group, leading their first standalone consolidated financial statements preparation and submission, identifying accounting errors worth $835M in the process, and simplifying complex transactions for Board approval.
• Managed finance-related aspects of a $10B Successor Fund Transfer (SFT), overseeing the preparation and review of financial statements, as well as asset transfers.
• Spearheaded a strategic resourcing review that increased profit margins by 15% and enhanced cost efficiency through process automation.

• Led the preparation and review of FY23 Financial Statements, ensuring IFRS compliance and accurate financial disclosures
• Drafted Board and Committee papers, translating complex financial results into strategic insights for senior executives
• Managed finance-related aspects of a $10B Successor Fund Transfer (SFT), overseeing asset transfers and financial due diligence
• Assisted in the preparation and review of wind-up accounts and the transition of financial reporting processes post-transfer

• Reviewed and enhanced the Risk and Controls Matrix (RACM) for Mirvac’s Development and Construction business
• Designed the Risk and Controls Framework for the Investments Business, improving financial governance and compliance
• Mapped financial processes across accounts payable, receivables, and capital expenditure, identifying areas for efficiency gains

• Managed end to end financial reporting and investor reporting processes for institutional investment funds
• Collaborated with external auditors during year-end audit process to ensure accuracy of financial reporting standards.
• Created various monthly, quarterly, annual reports for investors and regulatory bodies as required by law or contractual agreements.
• Analyzed complex financial information and reported results to senior management.
• Prepared client financial statements by calculating asset value.
• Performed financial reconciliations and ensured compliance with investment accounting standards