Phil Shoebridge


Senior financial & management accountant with experience in business results reporting, tax accounting, forecast/budgeting and statutory accounts.

Recent experiences have been with financial reporting of results for the international operations of an Australian company together with their local joint ventures including tax accounting and statutory reporting. Managerial accomplishments have included the establishment of a monthly financial reporting process, developing and coordinating annual plans for diverse head office divisions and developing tools and KPI’s for monthly forecasting of financial results.

The results were achieved in a constantly changing structure, within very tight deadlines and delivered through people with a variety of financial skills.

Work History

Work History


Finance Manager, International & Joint Ventures, Greater Union Organisation

Nov 07 to Mar 08 & Jul 08 to Aug 08 & Mar 09 to Apr 09

Contract role managing the international reporting of offshore interests in Germany, UAE and Netherlands and joint venture reporting with Village theatres locally. Responsibilities included the reporting to Board level of financial results and KPIs, commentary and variances. Half yearly results reporting, budget and re-forecast for international operations completed during the contract plus tax caluclations and reporting for joint ventures. Completion and management of statutory accounts for international holding companies through various offshore accountants and auditors.

Retirement by Design, Lend Lease Communities integration project.

Nov08 to Jan09.

Contract role with Lend Lease providing financial and tax support for the sale of 7 retirement villages and 2 hostels into a new public entity as part of the purchase of Babcock & Brown retirement business by Lend Lease. Preparation of sale village accounts, review and investigation of balance sheet values, completion of tax reviews for auditors, transfer of body corporate accounts and write down recommendations for the sale.

Manager Financial Accounting, JPMorgan/Chase

Aug 07 to Oct 07

Contract role responsible for external regulatory reporting for a number of managed fund clients. Key deliverables for the group included price to account reconciliations, monthly reporting to clients, distribution calculations, statutory accounts and tax returns. Managed a team of 4 over the very busy year end cycle to meet month and year end financial reporting requirements.

Finance Manager, State Street Australia Ltd

2006 - 2007

Managed a team of9 with responsibilities for payroll, corporate tax, GST/FBT/expat tax, statutory reporting, transfer pricing and management accountant reporting to a US parent for a number of multicurrency entities. Became a mentor to staff and restructured department with headcount saving.


Completed the statutory accounts with ValueFinancials and coordinated the successful audit by Ernst & Young for all companies. Implemented the balance sheet method for tax effect accounting of the entities.

Manager Financial Accounting, Investa Property Group

2001- 2006

Managed the financial reporting for 5 of the client’s property companies in Corporate Property Services.

Responsibilities included: managing a dual ledger reporting model for monthly results to head office clients using Oracle & Proman, fixed assets and project management accounting, tax reporting, statutory accounts for property companies and management & sale of commercial properties.


·Development of IFRS conception statements with the client for leases, lease incentives and non-current assets and implementation of adjustments under the new reporting standards.

·Implementation of Sarbanes Oxley risk assessment following development and testing with the client Audit team.

Senior Manager, Financial Accounting, Investment Property, Westpac

1998 - 2000

Managing an accounting team with responsibilities for taxation, CGT, fixed assets, accounts payable/receivables and lease commitments.

Responsibilities included: Financial reporting for 5 legal entities with property assets of $900m, intergroup reporting, reconciliation of subsidiary ledger (Centreman/Proman) to Oracle, statutory reporting, operational risk management, GST and PAYG.


·Replacement of Centreman with Proman (property management system) to meet compliance with GST and BAS implementation. Assumed responsibility for BAS reporting of 5 property companies following business testing and implementation of new systems.

Westpac Head Office Corporate Offices 1989 -1998.

Financial Controller, Call Centres, Westpac1996 -1998

Manager Head Office Reporting, Westpac1994 -1996

Manager Corporate Services, Westpac 1992 -1994

Manager Accounting Services, Westpac1989 - 1991





CPA Australia

Master of Business Administration

University of New England, Armidale

8 Distinctions, 2 High Distinctions

Graduate Diploma Financial Management

University of New England, Armidale

6 High Distinctions

Recipient of University Award for Most Distinguished Results

Fellow of the Financial Services Institute of Australasia.

RMIT Melbourne


Professional memberships: CPA Australia, FINSIA.

Systems Experience: Microsoft Word, Excel, Access. Oracle GL & fixed asset, Sun systems/GL, Professional Advantage, Vision, Adept Property Management (Proman)