Simplyai

PE-owned AI professional services and consulting business specialising in Agentic AI, AI Ops, big data projects and innovation
Partner to the CEO for Simplyai’s operations
Responsible to the board for sales, finance, operations, M&A, compliance, risk
Ai thought leader and growth driver

Finance Director

Strategic Consulting

Ad-hoc partnership with Business Owners to provide advice during growth, expansion or exit.

Fractional CFO

Chartered Accountants Australia and New Zealand

Course Facilitator

Audience Republic

2IC of Audience Republic’s US, European and Australian operations.
Accountable to the Board for Post-sales functions along with funding, finance and compliance.

VP, Finance & Operations

Zapid Hire

2IC of Zapid Hire’s US, UK and Australian operations.
Country Manager of US operations and responsible for launch of US mid-market and enterprise sales GTM. 
Lead the team from 50 to 1,000+ customers.
Accountable to the Board for Pre & Post-sales functions along with funding, finance and compliance.

CFOO

Essence Group Sydney

Australian branded and contract manufacturer, distributor and E-Commerce provider of dairy and nutritional powders for Australian FMCG customers (inc A2 Milk, Swisse, Woolworths and ALDI), and a growing international export market (inc China, India and the US). 
- Reported to the Managing Director and managed the strategic direction of the senior leadership team. In addition, managed the organisational effectiveness of the sales, operations and finance functions of the Group (150+ employees), across Sydney, Nowra and Shanghai. 
- Accountable for development and execution of outcomes-based business plans resulting in YoY revenue growth of avg 100%+ and significant EBITDA margin improvement.
- During leadership tenure, Essence was awarded the high-profile, 2019 Australian Exporter of the Year Award (Agribusiness and Food) by the Australian Trade and Investment Commission for outstanding export achievements.

Finance & Operations Director

Extensive experience executing buy-side & sell-side financial due diligence for clients located in Australia, the UK, Ireland and the US across a wide range of industries, including: Property, Financial Services, Specialist manufacturing, Pharmaceuticals, Food manufacturing/distribution, Banking and Infrastructure.
- Advised on deal sizes from $50m-$5bn

Transaction Advisory Services - Snr Manager

Graduate in EY’s Financial Services Audit team and completed Chartered Accounting accreditation. Progressed to Audit Manager role and was a global secondee to EY Dublin office.
- Experience with IFRS, US GAAP, Irish GAAP

Financial Services Audit - Manager

Creating incredible customer experiences and building world class revenue and finance teams at early stage hypergrowth start ups

Matthew Caldicott

Neil Lloyd

Tinker Federal Credit Union

IT Manager - Application Development

Various 

Government Contractor 
Manager – Software Development 				
Led a 10 person, cross-functional Agile team responsible for the planning, implementation, administration, configuration, standardization, change mgmt., & data migration of a Supply Chain, MRP, & PLM program

Disciplines: 1. Software Dev & Testing 2. Product Mgmt 3. BI & Analytics 4. Data Warehousing
Tech: Agile, .Net, Microsoft Stack, Azure Dev Ops, SSIS, Infor LN/PLM, Ivalua P2P, AWS GovCloud

Retail/Restaurant
Multiple Projects:  1. Technology review & support of newly implemented tech tools/apps   2. Process analysis, design, & Improvement  3. Served in Operations manager role for a potential acquisition - worked with Legal on purchasing requirements, evaluated and analyzed business financials, and made purchase price & contract stipulations suggestions.  4. Website design and maintenance 5. Implemented merchant services app & associated metrics 6. Taxes - established CPA relationship & did financials and data prep for tax filings 

Horticulture
Multiple Projects: 1. Technology review & support of newly implemented tech tools/apps   2. Process analysis, design, & Improvement. 3. Setup bookkeeping, payroll, and AR/AP software and established best practices for each.

Consulting & Short Term Engagements

First Fidelity Bank

Led and managed a cross-functional team of 10-16 individuals.  The team operated across 6 functional areas, including:

•	Automation/RPA: Directed the identification, implementation, and management of automation and robotic process automation (RPA) initiatives, streamlining repetitive tasks and improving operational efficiency. 

•	Business Intelligence and Analytics: Spearheaded the team in developing and maintaining business intelligence solutions, enabling data visualization, reporting, and analysis for informed decision-making across the organization.

•	Data Engineering: Orchestrated the design, development, and maintenance of robust data engineering solutions to support efficient data processing, data science, software development, integration, and storage.  

•	Marketing Support & Data Analytics: Led the team in leveraging data analytics to derive actionable insights from our data (customer demographics, segmentation, industry, & marketing) to enable data-driven decision-making to optimize our marketing strategies.

•	Financial Analysis and Central Reporting: Managed the team responsible for financial analysis and central reporting, providing accurate and timely financial insights, performance metrics, and reporting & dashboards to support strategic decision-making and operational reporting and management. 

•	Salesforce: Oversaw the implementation, customization, and maintenance of Salesforce CRM system, ensuring alignment with business requirements and driving effective sales and customer relationship management.

Culture: Nurtured team vision and cultivated a strong departmental & organizational culture, fostering collaboration, innovation, efficiency, and a high-performance mindset.


Managed a multimillion-dollar budget - effectively allocating resources and ensuring financial efficiency. 
Developed & executed technology roadmap & infrastructure plan:  aligning with business objectives to enable future growth.

Senior Vice President, Director of Data Engineering

Dell Technologies

Lead of the Enterprise Data Governance team & serve as an Enterprise Data Steward

- Bring together a cross-functional team to drive the maturity of data management practices for Dell Technologies. 
- Focus on establishing a data governance framework for data policies, standards and practices to achieve end-to-end data quality and protection to meet our business needs. 
- Serve as a point of escalation for governance, data quality and protection issues, working closely with business & IT stakeholders to improve the quality of value of core data assets, as well as support strategic enterprise-level requirements.
- Develop and execute data quality strategies in line with the organization`s business strategy and goals
- Support enterprise data-decision making processes and facilitate discussion to address conflicting viewpoints with the goal of arriving at mutually satisfactory agreements
- Build strong relationships across all functional domains; influence the requirements and sequence into the technology and process change roadmaps
- Create enterprise policies on data management, data quality, and tool usage; derive plans to enforce policies through process change or technology
- Plan and execute deliverables against roadmaps tied to critical business outcomes for personalization and privacy

Team Lead - Enterprise Data Governance (Sr Mgr Equivalent)

Chesapeake Energy

- Data Governance Tool Implementation – (Collibra) – Served as projects Product/Project Manager 
	Led a 6+ person team through implementation, org change management, and training development & delivery 
	Managed project scope & budget, vendor relationship, support SLAs, renegotiation, and problem resolution  
	Served as the system administrator, configuration and design analyst, and created system technical documentation 
	Participated in product selection, initial negotiation, requirements design, and blueprinting sessions
	Product was delivered in scope & under budget

-	Data Platform Modernization –Snowflake implementation & legacy data warehouse consolidation & retirement
-	Data Expertise - stewardship, ownership, classification, certification, data families, lineage, quality, literacy, etc.
-	Enterprise Data Strategy and Governance – implement & manage data culture, processes, & policies for all corporate data to promote and drive value.  Results include capital & cost efficiencies and improved data science 
-	Training/Speaking: Collibra Trainings: Chief Digital Officer (CDO) Data Leader 2019 Summer Program, Collibra Operating Model, API, & Workflow courses.  Speaker: Collibra 2020 Data Citizens Conference

Sr Data Strategist

(2 value streams: Drilling & Completions and Admin Services & Legal)
-	Responsible for product roadmaps, setting vision & strategy, portfolio management of key business products, product delivery, value delivery, product selection, resource coordination, managed service engagements, etc.
-	Operational Model Pilot – served as inaugural team member of our new operational model rollout.  Had opportunity to influence change, improve processes, establish initial community of practice, etc. 
-	Projects: Digital transformation, cloud technology, redesign of corp. intranet, legal ERP, hydraulic fracture hit & interference mitigation, & multiple A&D projects (asset sales, company sale, & integration of new company)

Product Line Manager

(IT Monetize product line) – lead & mentored 3 IT analysts 
-	Tech Team Lead, PM, BA, & System Admin/Support – led IT strategy & activities for 12 depts & 100+ apps:
Marketing (Commodities – Allegro Project), A&D, SharePoint, Enterprise Content Management (ECM), Tax, Internal Audit, Fleet, Facilities, Real Estate, Legal, EH&S, Corporate Security, Ethics, Compliance, Admin Services, Project Costing - SAP, Equipment Rental, Preventative Maintenance, Supply Chain, SOX, & Manufacturing

Sr Application Systems Analyst

Access Midstream - Formally Chesapeake Energy/Chesapeake Midstream

-	IT Technical Lead – Capital Expenditure, Cost Efficiency, & Project Management program  
o	Leadership: led 2 direct reports & multiple contractors and consultants 
o	Strategic Planning & Architecture: Led product & vendor evaluation & selection process.  Designed the program’s technical strategy & architecture.  Selected Oracle’s Primavera Unifier as product
o	Community: Presented our IT strategy at Oracle’s Houston O&G technology summit

Sr. Application Administrator/Analyst (Business Analyst/Project Manager)

-	PM, BA, & System Admin/Support - led IT strategy & activities for 5 depts & ~20 apps:
  Supply Chain, Midstream, BI, Damage Prevention - Assets, Preventative Maintenance, & PeopleSoft ERP
-	Technical Trainer & Writer- Conducted national training and developed courseware & technical training docs

Business Analyst

-	Helpdesk/Desktop Support - Provides Sr. Level support for 150 custom applications

Sr. Technical Support Specialist

Baker Hughes

-	Member of a directional drilling team that provided real-time formation evaluation, surveying, logging, & reporting services at the well site to ensure that the well is drilled according to specification & along its planned trajectory. 
-	Install, configure, & troubleshoot well site computer systems, networks, software, SQL databases, rig monitoring sensors, & downhole tools (specialized in directional navigational gamma ray & electromagnetic tools).
-	MWD Directional Gamma Training Academy–Engineer level oilfield/MWD training academy.

MWD Field Service Engineer

Hughes Christensen (North America & Canada Region)
-	IT Leadership – managed 2 resources, SLA for IT services, & our division’s strategic technical roadmap
-	Business Analyst/Project Manager – Performed project management & business analysis for special projects
-	Projects: Mobility, R&D, manufacturing, logistics, inventory management, industry rig count metrics, & sales

•	Sr. IT Support Specialist, Marketing – Hughes Christensen (North America & Canada Region)
-	Application, desktop, & remote support for specialized Oil & Gas hardware & software.

Coordinator - IT Support, Marketing – Hughes Christensen & Sr. IT Support Specialist

AOL - Time Warner

-	Project Management - Manage life cycle of projects by initiating, planning, executing, and closing projects.  Main Projects:  1. PC refresh for all management & support personnel 2. Network account & file server auditing & maintenance procedures 3. Network wiring closet rewire/upgrade 4. Various server installs and maintenance.
-	Network Administration/Support – (Server 2K & active directory environment) - Responsible for all network related activities & equipment in OKC site which include but are not limited to account management, file server management, local infrastructure equipment such as server hardware, switches, routers, network cabling, etc.
-	Desktop Support/PC Technician – (1,000 users, Windows 2K & XP call center environment) - Provide onsite support & repair for software, hardware, network, telecom, printer, audio/visual equipment, etc.
-	Remote Desktop Support – (5,000+ users) - Provide remote desktop & server support to other corporate call centers both domestically & internationally when their local support is unavailable.
-	Employee of Month ¬– April 2005.  Also nominated August & December 2005.

Operation Support Specialist

•	Summary: 	IT & Community Leader, technologist, philanthropist, & public speaker who holds an MBA & possesses over 20 years of proven business & IT subject matter expertise in the following disciplines:  Team Leadership, Product Management, Data Strategy & Governance, Organizational Change Management, Agile Scrum, Project Management, Business Analysis, Application Implementation & Support, Vendor Management, & more.

•	Oil & gas experience –15 years’ experience - Field based Directional Drilling team (MWD) experience.        - 15 years Oil & Gas IT experience as a PM, BA, Team Lead, IT Coordinator, Sr. Applications Analyst, Administrator, and Support Pro.  - Trained in Sales, Service Industry, Drilling, & Engineering disciplines.  

•	Education - MBA, Certified Scrum Master, and numerous Microsoft, Oracle, CompTIA, & tech industry certifications & specialized technical & functional training programs.

-	Lead a 10-person, cross-functional team responsible for Data Engineering, SalesForce, Marketing Cloud, RPA/Automations, BI & Reporting, Financial Analysis, Data Warehousing, ETL, Software Dev., etc.
-	Lead our tech first data strategy, digital transformation, vendor management, & product selection.  
-	Manage a multimillion-dollar budget, develop team, dept. roadmaps, team vision, & culture, etc.

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The Battle

Matthew Caldicott

Neil Lloyd

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