1. Jo-Ann Long B. Comm, FCA, GAICD
Mobile: 0450545854 28 Donald Square, Bayswater, WA 6053 Email:jolong@iinet.net.au
CORPORATE FINANCE EXECUTIVE
Chief Financial Officer | Company Secretary
Corporate Finance Executive and CA with over 25 years of experience building, leading and advising corporations on financial
management, restructures, international expansion, acquisitions and risk management. Strong expertise in Oil and Gas joint venture
operations, tax strategies, risk management and governance. Strong skills in complex business structures, audit, commercial
agreements, corporate law, tax strategy and business risk management. Excellent leader with broad commercial and business skills,
strong discipline of financial management and a track record of documented contributions leading to improved financial performance,
heightened productivity and enhanced internal controls.
Professional Experience
Transerv Energy Ltd – Perth, Western Australia 2008-2017
CHIEF FINANCIAL OFFICER (2008-2016)
COMPANY SECRETARY (2014-2017)
Corporate officer of oil and gas public listed company investing in assets in Australia and Canada with net assets of over $50ml.
Operator of joint ventures exploring and developing an onshore gas field in the Perth Basin and exploration leases in Duvernay and
Montney in Alberta and British Columbia Canada. Broad scope of authority including executive guidance for all:
- Corporate/Operational Finance - Taxation - Public Company Accounting & Reporting
- Strategy, Budgets and Forecasting - Joint Venture Operations - Investor Relations
- Contracts and Procurement - Risk Management and Audit - Mergers and Acquisitions
Spearheaded tax strategy and cashflow management guiding company through severest downturn in the resources industry enabling
the company to continue to grow. Gained tremendous finance and regulatory experience setting up international companies and
commercial operations. Managed financial control of drilling operations driving enhanced costs controls and developing multi-
company accounting and reporting systems. Key Contributions:
Corporate and
Operational Finance
 Managed cashflow together with budgeting and forecasting in challenging non-revenue
circumstances resulting in the avoidance of market raisings at inopportune times or under
disadvantageous market conditions.
 Managed implementation of fully integrated ERP accounting system (Classic) improving overall
budgeting, forecasting and recording functionality in both company and joint venture financial
management resulting in enhanced financial reporting.
Joint Venture
Operations
 Advised on joint venture requirements and operating procedures for both Australian and North
American jurisdictions.
 Managed $72ml in costs for three drilling campaigns with a team of 7 engineers resulting in the
campaigns being on time and budget.
 Successfully negotiated, in 6 months, Native Title Agreement with Yued people in the Perth Basin.
Strategic Tax Planning  Devised and managed the Transerv global group tax strategy to address multinational tax
planning, compliance needs and transfer pricing successfully minimising company tax payable.
 Gained $49ml in available tax losses for the group in a consolidation reset.
 Gained $95ml as a starting base for Petroleum Resource Rent Tax purposes substantially reducing
any future PRRT liability.
 Gained savings of over $3ml in tax in Canada with repatriation of profits tax free.
 Gained over $15ml cash in research and development grants over 7 years.
 Minimised interest withholding tax resulting in saving of $500k.
Strategic Initiatives  Managed corporate restructuring resulting in demerger of Canadian assets and a spin off company
to progress expansion of international asset base.
 Played key role in a major asset acquisition, resulting in diversifying the Company’s asset base,
revenue growth and increase in net assets.
Company Secretary  Reduced legal costs by initial preparation of all documentation and NOM for share consolidation,
first strike, unmarketable parcel, demerger, change of scale, capital raisings and options.

2. Jo-Ann Long B. Comm, FCA, GAICD Page 2
Transfield Services Ltd – Perth WA July to December 2007
COMMERCIAL MANAGER
Lead teams for contracts, purchasing, finance and administration in a JV arrangement with the Water Corporation delivering
engineering design and project management and construction services to the value of $450ml. Managed all financial, governance,
budgets, cashflow, cost analysis and performance reporting. Advised on development and implementation of financial and supply
chain strategies to achieve objectives and maximize results. Managed all commercial and contractual activities with a team of 5
professionals.
Woodside Energy Ltd – Perth WA 1998 to 2007
MANAGER HSE GOVERNANCE (2006-2007)
SENIOR – FINANCE, AUDIT AND BUSINESS RISK (1998 -2006)
Senior Finance Manager in major international Oil and Gas producer with turnover of over $4bl and operator of joint ventures in the
largest gas field in Australia and JV participant in numerous international oil and gas fields. Broad scope of responsibilities included:
- HSE Governance and Audit - Internal Audit - Business Risk Management
- Joint Venture Operations - Process Documentation - Enterprise Training
Managed a team of 12 staff, documenting and improving companywide financial processes and procedures. Completed and managed
a wide range of risk based internal audits and international joint venture drilling audits. Lead risk management reviews in local and
international business units and projects with spend of $1.5bl. Developed audit and governance framework for HSE, managed and
lead complex HSE and ready for startup (RFSU) audits with teams of up to 5 professionals. Managed HSE budget of $10ml and reporting
to Board. Key contributions:
Corporate and
Operational Finance
 Identified and delivered, together with executive team, A$100ml reduction in costs as part of a
profit enhancement project.
 Designed a framework to develop finance staff through training and leadership programs and
acted as mentor.
 Developed a team and reduced SAP month end processing times by 7 hours in just one part of the
process and overall by 3 days. Implemented GST and developed training for employees and
contractors.
Internal Audit and
Governance
 Lead and managed recovery of audit claims of more than A$60ml.
 Lead and managed a mediation and negotiation process, with a team of senior managers,
resulting in the reduction of a $40ml audit claim to $300k.
 Prepared and presented training paper to audit team on corporate governance requirements
comparing the Turnbull Report, CLERP 9 and Sarbanes Oxley.
 Lead a senior management team in developing the first, structured 5-10 year strategic plan for
health and safety with a focus on improvement in performance and leadership behaviours. Plan
applauded by Board, approved and implemented.
Business Risk
Management
 Developed methodology for risk management based on COSO and ERM methodologies (an
American model – Treadway Commission in 2004) and
 Devised and presented enterprise risk management training to over 70 people with excellent
feedback.
QUALIFICATIONS
Bachelor of Commerce, “Major in Accounting and Finance” - University of Western Australia - Perth WA (1986-88)
Chartered Accountant - 1991
Professional Memberships – Member and Fellow, Institute of Chartered Accountants Australia & New Zealand, Graduate Member of
the Australian Institute of Company Directors
REFERENCES – on request