Financial systems project management

“This system needs to go in ............. now!”

I have successfully project managed the implementation of a number of financial packages on behalf of employers and clients, including:

  • Initial diagnostic reports to identify current system weaknesses and recommend remedies
  • Preparation of financial systems specifications
  • Canvassing, shortlisting and selection of financial packages on behalf of clients
  • “Design” of financial system structures, flows, reports and charts of accounts
  • Management of the implementation and training processes and hand over to client staff

Industry Experience

I have experience across a wide range of industries; manufacturing, service and finance, and have held senior financial, treasury, analytical, project management and accounting roles in a number of well known organisations.

Financial Services
             - Stockbroking
             - Investment banking
             - Funds management
Television production
Pastoral / Agribusiness
Heavy Engineering
Government Privatisation
             - Packaging
             - High Technology Electrical Products
             - Compact Discs
             - Stockfeed
             - Food
             - Heating and Refrigeration
             - Orthopaedic products
             - Furnishings
             - Smallgoods
             - Clothing

Contact Details

My service is flexible, responsive and cost effective, and as I do not employ assistants you will always be dealing with the principal to ensure full responsibility and accountability at all levels of the project.

Please contact me on  0413 808 050 to arrange an introductory meeting.

William A. Cox, CPA



Financial “Firefighting” and interim management

My broad industry experience means that I can quickly and efficiently fill senior financial positions on a short to medium term or extended basis (either part time or full time) to help alleviate problems arising from unforseen departures, crisis situations or simply to ensure that your financial projects or tasks are completed on schedule. This could include:

  • Standing in as Chief Financial Officer, Financial Controller or Treasurer
  • Dealing with cash flow management and treasury issues in times of financial stress, or to improve current performance
  • Assistance during critical events, such as finance applications/restructures, acquisitions, floats, etc.
  • A resource for annual events, such as budgets, statutory accounts, audits and annual reports
  • Acting as a specialist resource for ad hoc projects or investigations
  • Development of an information memorandum or business plan.

Financial analysis and modelling

“Change management - what are the critical issues, what are my options, and what are the financial ramifications?”

I can assist with the careful analysis of any proposed business changes to clearly and thoroughly quantify both the opportunities and the critical risks.  Such analysis would be appropriate during:

  • Business/strategic planning
  • Expansion planning
  • Mergers and acquisitions
  • Project viability analysis & feasibility studies
  • Cash flow forecasting and management
  • Capital raising and/or finance applications or restructures
  • Scenario and sensitivity modelling

Management information systems


“I don’t understand these accounts! Give me information which tells me what my business is really doing - and where the money is going.”

I can help you to restructure your information and accounting systems to produce:

  • Timely and accurate management reporting (including “one-day reporting”)
  • Clear and succinct information - able to be understood by non-financial managers
  • Cash flow and balance sheet reporting in addition to profitability
  • Working capital control and Key Business Indicators