Covara CapitalRole held 2025–present
Management company and offshore investment entities
Partner · COO / CFO / CCO
- Oversee accounting, budgeting, cash management, liquidity forecasting and financial reporting across the management company and offshore investment structures.
- Coordinate audits, regulatory filings and operating decisions with the founder, strategic investors, auditors, administrators, counsel and banks.
Yarra Square PartnersRole held 2019–2025
Budgets, forecasts and business profitability
Partner · COO / CFO / CCO
- Prepared management-company budgets, projections and monthly cash-flow reports, including business-profitability reporting.
- Prepared financial statements and daily return reporting; coordinated fund administration, audit and tax work.
Nikko Asset ManagementRole held 2009–2011
Daily P&L, planning and treasury
COO / CFO, New York adviser
- Managed daily P&L, financial planning, treasury and expense management for the New York investment adviser.
- The direct operating remit covered more than $4 billion of assets and 45+ employees.