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CURRICULUM VITAE

                                 JONATHAN JACKSON CA

PROFESSIONAL EXPERIENCE SUMMARY

I am a Chartered Accountant who works in corporate and personal insolvency contexts. I
have experience:
   •   Reporting at an executive level,
   •   Managing a team of staff,
   •   Discharging the duties of a Management Accountant including analysing and
       modelling businesses (under time pressure and often with incomplete information),
       reporting to key stakeholders and making recommendations regarding business
       risks and weaknesses and proposed remedial action.
   •   Discharging the duties of an Insolvency Accountant including meeting all statutory
       requirements and acting in an efficient and commercial manner to meet the objects
       of formal and informal appointments (primarily to identify, control and realise assets
       for the benefit of creditors).

I started working in an accounts role for a forklift dealership 'Allforks CAT' in 2004. A key
achievement was designing and implementing an excel-based costing tool to: (1)
standardise quotes for equipment sales and service agreements; (2) provide management
with more control over financial commitments; and, (3) ensure fidelity between what was
quoted to the customer, what was ordered from the factory, and what was built on the shop
floor. This task required me to liaise with all aspects of the business. The tool led to
quicker and more timely quoting, more “won” contracts, and less administrative errors
which were associated with costs.

This formed the basis for my career where I thrive working in problem-based contexts,
working from a perspective which encompasses the organisation as a whole.

With a view to becoming professional, in 2005 I commenced formal accounting studies
and started working for a public practice insolvency firm. My focus from that time has been
in the management of external administration of distressed companies requiring immediate
financial risk assessment, establishment of commercial strategies, communication with
lenders, employees and key suppliers, and making decisions on profitable trading and
sustainability with significant financial exposure.

This area of corporate accounting and business operation requires the ability to
understand and apply all aspects of successful commercial performance, including high
level budgeting, cash flow analysis, identifying risks and opportunities, operating under
significant stress and tight time-frames in an environment that often involves conflict
negotiation and sensitive and honest communication.

Working within the insolvency industry has given me meaningful exposure to many
industries including but not limited to construction, manufacturing, retail, primary industry
and hospitality.
PROFESSIONAL EXPERIENCE PARTICULARS

From November 2009
Manager & Insolvency Accountant
Dye & Co. Pty Ltd – Chartered Accountants

A full-time position providing professional services as a lead accountant on insolvency
appointments, reporting directly to appointees and overseeing team members.

It is highlighted that insolvency accounting requires a 'jack of all trades', from more high
level tasks of a Management Accountant as outlined above, to the basic capturing of
financial transactions and preparing statutory accounts and tax lodgements for the client
company.

June 2005 – October 2009
Insolvency Accountant
D'Aloia Handberg / BDO Kendalls

These were full-time positions. I started in 2005 in a mixed administration and
professional role, and from 2006 have worked in a purely professional capacity.

March 2005 – June 2005
Office Administrator
McArthurs Management Services Agency Temp

I completed temporary assignments on a casual basis, requiring a steep learning curve.

January 2004 – March 2005
Accounts & Sales Support
Allforks CAT – Caterpillar Mitsubishi Distributor

A ‘full-time’ casual position in a role with a company undergoing major changes. The job
encompassed accounts, administration, implementing various compliance policies relating
to a new distribution agreement and sales support.


EDUCATION

2008-2012 - ICAA Chartered Accountant ('CA') Program

2006-2007 University of Melbourne - Graduate Diploma in Professional Accounting

2005 Monash University - Graduate Certificate in Accounting

2000-2004 University of Melbourne - Bachelor of Arts (Honours)
I graduated with a first-class Honours in both Anthropology and Social Theory. In 2002 I
received a Dean’s Award.

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Jonathan Jackson CV

  • 1. CURRICULUM VITAE JONATHAN JACKSON CA PROFESSIONAL EXPERIENCE SUMMARY I am a Chartered Accountant who works in corporate and personal insolvency contexts. I have experience: • Reporting at an executive level, • Managing a team of staff, • Discharging the duties of a Management Accountant including analysing and modelling businesses (under time pressure and often with incomplete information), reporting to key stakeholders and making recommendations regarding business risks and weaknesses and proposed remedial action. • Discharging the duties of an Insolvency Accountant including meeting all statutory requirements and acting in an efficient and commercial manner to meet the objects of formal and informal appointments (primarily to identify, control and realise assets for the benefit of creditors). I started working in an accounts role for a forklift dealership 'Allforks CAT' in 2004. A key achievement was designing and implementing an excel-based costing tool to: (1) standardise quotes for equipment sales and service agreements; (2) provide management with more control over financial commitments; and, (3) ensure fidelity between what was quoted to the customer, what was ordered from the factory, and what was built on the shop floor. This task required me to liaise with all aspects of the business. The tool led to quicker and more timely quoting, more “won” contracts, and less administrative errors which were associated with costs. This formed the basis for my career where I thrive working in problem-based contexts, working from a perspective which encompasses the organisation as a whole. With a view to becoming professional, in 2005 I commenced formal accounting studies and started working for a public practice insolvency firm. My focus from that time has been in the management of external administration of distressed companies requiring immediate financial risk assessment, establishment of commercial strategies, communication with lenders, employees and key suppliers, and making decisions on profitable trading and sustainability with significant financial exposure. This area of corporate accounting and business operation requires the ability to understand and apply all aspects of successful commercial performance, including high level budgeting, cash flow analysis, identifying risks and opportunities, operating under significant stress and tight time-frames in an environment that often involves conflict negotiation and sensitive and honest communication. Working within the insolvency industry has given me meaningful exposure to many industries including but not limited to construction, manufacturing, retail, primary industry and hospitality.
  • 2. PROFESSIONAL EXPERIENCE PARTICULARS From November 2009 Manager & Insolvency Accountant Dye & Co. Pty Ltd – Chartered Accountants A full-time position providing professional services as a lead accountant on insolvency appointments, reporting directly to appointees and overseeing team members. It is highlighted that insolvency accounting requires a 'jack of all trades', from more high level tasks of a Management Accountant as outlined above, to the basic capturing of financial transactions and preparing statutory accounts and tax lodgements for the client company. June 2005 – October 2009 Insolvency Accountant D'Aloia Handberg / BDO Kendalls These were full-time positions. I started in 2005 in a mixed administration and professional role, and from 2006 have worked in a purely professional capacity. March 2005 – June 2005 Office Administrator McArthurs Management Services Agency Temp I completed temporary assignments on a casual basis, requiring a steep learning curve. January 2004 – March 2005 Accounts & Sales Support Allforks CAT – Caterpillar Mitsubishi Distributor A ‘full-time’ casual position in a role with a company undergoing major changes. The job encompassed accounts, administration, implementing various compliance policies relating to a new distribution agreement and sales support. EDUCATION 2008-2012 - ICAA Chartered Accountant ('CA') Program 2006-2007 University of Melbourne - Graduate Diploma in Professional Accounting 2005 Monash University - Graduate Certificate in Accounting 2000-2004 University of Melbourne - Bachelor of Arts (Honours) I graduated with a first-class Honours in both Anthropology and Social Theory. In 2002 I received a Dean’s Award.