
A highly accomplished finance professional with extensive experience in investment strategy, demonstrating a consistent track record of exceeding performance targets and delivering exceptional results. Expert in deal structuring, strategic advisory & a strong ability to drive organizational growth and enhance market share. Known for exceptional leadership skills, fostering engagement, and managing top-tier talent. Adept at building and maintaining client relationships, providing insightful financial solutions, and driving both strategic and organic growth while ensuring operational efficiency and cost-effectiveness. Client-centric and results-driven, committed to leveraging business acumen to achieve sustainable success.
• Maintained and grew mortgage portfolio of $2.2 billion AUD by 9% in concurrent quarters & 7.2% annually through strategic relationship management & business acquisition.
• Designed & implemented streamlined business acquisition framework resulting in implementation on national level & business unit of 15 private bankers optimizing performance surmounting to 22% uplift in productivity.
• Actively recruited high level talent to align with business & strategic objectives, leading to an annualized business growth of 10.7%.
• Prepared monthly reports to senior compliance & wealth management from monitoring activities, thereby maintaining 100% compliance on monthly audits.
• Managed the restructuring of off-shore banking unit resulting in substantial tax benefits, senior management & board reporting, budgeting & forecasting, statutory reporting & maintenance of financial compliance.
• Facilitated with various departments & stakeholders to developed strong relationships with clients, leading to increased customer satisfaction and repeat business.
• Implemented new valuation system to re-engage existing customer base leading to 26% uplift in existing customer engagement & $135 million AUD in new business generation within 6 months.
• Facilitate interactions with numerous parties simultaneously ensuring financial goals are identified and reached accordingly, always exceeding customer expectations.
• Generated consistent business and managing multiple industry related referral partners from both 1st & 3rd party channels translating to consistent growth in business.
• Established skill in exceeding all performance metrics in both productivity & profitability amounting to over $70 million AUD in funded loans in my first year in role with a total of $115 million AUD in my first two years of lending.
• Managed various stakeholder expectations through frequent forecasting, relationship development & sales leadership.
• Systematically utilized change management to reconfigure operating methods to maximize productivity and revenue generation.
• Facilitated collaboration of numerous divisions to produce new marketing campaigns generating consistent revenue from both existing & new channels.
• Demonstrated extensive skill in financial analysis of trusts, businesses & partnerships in accordance with regularly updated & refined policies to advise customers on financial options.
• Proved proficient in compiling 15 or more full applications on a weekly basis encompassing various financial statements pertaining to personal loans, credit cards, lines of credit, trust accounts & pay slips.
• Performed with a clear acumen in credit policy showing ability to convert applications outside policy.
• Proficient in conducting multiple interviews daily with customers to ascertain their financial situation and goals, while establishing tailored options to each individual case.
• Established ability to generate consistent increases in business through ongoing network development & customer relationship building skills.
• Proven ability to excel working within tight deadlines and fast-paced atmosphere, while collaborating with a diverse stakeholder base.
• Demonstrated to be very self-sufficient being capable to work autonomously, while also working efficiently and respectfully in team settings.
• Proficient at preparing, organising and presenting evidence-based correspondence in a timely manner, while efficiently managing a vast portfolio of court proceedings.
• Identified and appropriately addressed various administrative and dynamic workplace issues, while communicating with multiple agencies and stakeholders to ensure prompt resolutions were achieved.
• Handled day-to-day running of court proceedings involving substantial coordination of 70 or more cases, while also ensuring high levels of efficiency and communication with colleagues.
• Actively listened to colleagues, legal practitioners and Judges requests, confirming full understanding before addressing concerns accordingly.
• Overseeing the generation of 150 corporate leads annually, capitalizing on major commercial business opportunities bringing in new company revenue and improving bottom line profit totaling $45 million AUD.
• Accountable for operational management of 15 business development managers ensuring their performance in role was achieved on a national level, surmounting to all staff exceeding performance metrics by an average of 127% to plan.
• Researched & analyzed the hotel industry to identify potential target markets, customer needs & industry trends. Formulating business acquisition plans for business expansion & consistently gained market share resulting in a 15% uplift.
• Client relationship management – built & maintained strong relationships with existing & prospective clients, comprehensively understanding their needs & providing tailored solutions.
• Financial reporting & analysis –managed the preparation & presentation of financial reports including balance sheets, income statements & cash flow statements equating to reports of $75 million AUD.
• Stakeholder relations – served as a primary liaison, presented financial performance & strategic plans to investors, financial institutions & prospective business partners.
• Risk Management – Identified & mitigated financial/business risks to ensure profitability & daily operations are maintained to the highest standards.
Relationship Building & Management
Financial Analysis
Portfolio Management
Financial Modeling
Investments
Business Development
Microsoft Office
Staff Management & Development
Operations Management