拉尔夫玻姆, 金融专家 in Melbourne, Victoria, 澳大利亚
拉尔夫 is 可用 租用
雇佣 拉尔夫

拉尔夫玻姆

验证专家  in 金融

金融专家

位置
Melbourne, Victoria, 澳大利亚
至今成员总数
2021年6月2日

ACCA会员, 拉尔夫 is a natural leader and strategic thinker, having helped grow businesses in the services, 投资, and property sector from the ground up. He has excelled in executing complex equity, 债务, and property deals to suit individual projects and entities. An expert in the automation of processes, he enjoys consulting with clients worldwide to help develop their accounting function so it provides clear, concise data for efficient decision-making.

职业生涯突出

导演
buda企业管理
财务总监
C2的资本
高级经理
税收敏捷性

教育强调

荣誉学位
开普敦大学

认证了

ACCA | Association of Chartered Certified Accountants
Association of Chartered Certified Accountants
Investment 政府 Qualification
Chartered Institute of Securities 投资

案例研究

工作经验

导演

2020年至今
buda企业管理
  • Served as virtual 首席财务官 to a PPE startup, assisting them in creating and managing their finance department.
  • Helped the PPE startup in their fundraising by advising on deal structures.
  • Restructured the tax affairs of a top UK entertainer to reduce his tax bill by 30%.
  • Created a rapidly growing advisory firm, providing a wide range of advisory services to the UK market.
  • Managed the accelerating growth of the firm and established the internal tax and accounting advisory processes for the firm.
重点领域:会计, 咨询, 创业公司, 筹款, 风险资本, SaaS, 首席财务官, 虚拟首席财务官, 财务控制, 分析, 早期的创业公司, 业务建模, 商业模式, 房地产, Software as a Service (SaaS)

财务总监

2018年至今
C2的资本
  • Structured property and equity deals with values ranging between $3 million and $100 million, developed investor disclosure documentation, and collaborated to raise the required funds to settle on 投资 acquisitions.
  • 雇佣d and trained the finance team to produce high-quality and efficient internal reporting. Developed all finance processes to drive down processing times through automation, such as monthly accounts completed within four days.
  • Established the investor relations team, defining the 投资 registry processes, creating performance reports, and integrating fund reporting with financial reporting.
  • Liaised with the capital team, 律师, 银行, and brokers to settle all of the group's properties to date with deals ranging from $3 million to $45 million.
  • Increased efficiencies by decreasing the complexity of ownerships within the group, restructuring 债务 burden into equity, and renegotiating interest rates down 4-6%.
  • Created and launched the employee share scheme for the group.
Focus areas: 房地产投资, 筹款, 创业公司, 可行性研究, 定居点, 财政部, 基金会计 & 政府, 金融建模, 预测, 自动化, Three-statement建模, 财务分析, 金融, 税收, 财务报告, 财务管理, 绩效管理, 微软365, 鑫元鸿, 咨询, 股本, 金融咨询, 风险资本, 会计, 交易结构, Small & Medium-sized Enterprises (SME), 另类投资, 客户服务, 金融服务, 澳大利亚, SaaS, 首席财务官, 虚拟首席财务官, 财务控制, 分析, 早期的创业公司, 业务建模, 商业模式, 房地产, Software as a Service (SaaS)

公司的会计

2017 - 2018
宾利
  • Overhauled financial procedures and automated processes. Enhanced productivity and reduced timescales of monthly accounting process from three weeks to 1.5周.
  • Project managed a cloud accounting migration from Excel into MYOB. Improved efficiency and functionality of the firm’s data. The greater detail in reporting led to better terms from 银行.
  • Implemented receivables financing software into the firm, allowing the firm to access funds locked up in aged receivables.
Focus areas: 金融建模, 财务分析, 预测, 自动化, Three-statement建模, 税收, 财务报告, 财务管理, 绩效管理, 微软365, 股本, 会计, MYOB, 客户服务, 金融服务, 澳大利亚, SaaS, 财务控制, 分析, 商业模式, Software as a Service (SaaS)

高级经理

2011 - 2016
税收敏捷性
  • Managed all operations and staff while supervising a personal portfolio of 250+ clients, primarily creative startups and property developers.
  • Streamlined operations and formalized processes, enabling each client manager to take on an extra 100 clients, driving up revenue per employee.
  • Project managed complex UK tax disputes with HMRC and rectified these to the satisfaction of all parties.
  • Led sales pitches with potential new business, increasing turnover by 20% in 12-months.
Focus areas: 税收, 财务报告, 咨询, 财务分析, 预测, Small & Medium-sized Enterprises (SME), 创业公司, Three-statement建模, 自动化, 金融, 财务管理, 绩效管理, 微软365, 鑫元鸿, 股本, 金融咨询, 会计, Intuit QuickBooks, 金融建模, 客户服务, 金融服务, 英国公认会计准则, 联合王国, SaaS, 财务控制, 分析, 早期的创业公司, 业务建模, 商业模式, Software as a Service (SaaS)
2016 - 2017

Diploma in 商法 and 税 Law for 税 Agents

Applied 教育 - 澳大利亚

2003 - 2008

荣誉学位 in 金融与管理学anagement

开普敦大学 - Cape Town, South Africa

2014年1月至今

ACCA | Association of Chartered Certified Accountants

Association of Chartered Certified Accountants

2012年2月至今

Certificate for Financial Advisers

IFS金融学院

2011年6月至今

Investment 政府 Qualification

Chartered Institute of Securities 投资

金融

会计, 预测, 税收, 财务报告, 财务管理, 房地产投资, 金融咨询, 性能报告, 金融建模, Three-statement建模, 英国公认会计准则, 首席财务官, 筹款, 债务重组

输出的软件

Microsoft Excel

行业专业知识

Healthcare, Construction, 金融服务, 早期的创业公司, 风险资本, 房地产

地理专业

澳大利亚, 联合王国, South Africa

Data & 分析软件

Intuit QuickBooks

其他

金融, 管理, 税务会计, 绩效管理, 鑫元鸿, 股本, 财务分析, 咨询, 创业公司, 可行性研究, 定居点, 财政部, 基金会计 & 政府, 微软365, Restructuring, Small & Medium-sized Enterprises (SME), 自动化, 另类投资, 客户服务, SaaS, 虚拟首席财务官, 分析, 商业模式, 业务建模, Software as a Service (SaaS), 政府, 统计数据, 市场营销, 公司法, 公认会计准则, 财务报告, Microsoft Power BI, 商法, 澳大利亚税法, 投资, MYOB, 交易结构, 整合, 财务控制, 经济学

有效的合作

如何使用Toptal

Toptal matches you directly with global industry experts from our network in hours—not weeks or months.

1

分享你的需求

Discuss your requirements and refine your scope in a call with a Toptal domain expert.
2

选择你的才能

Get a short list of expertly matched talent within 24 hours to review, interview, and choose from.
3

Start your risk-free talent trial

Work with your chosen talent on a trial basis for up to two weeks. Pay only if you decide to hire them.

Top talent is in high demand.

开始招聘