Summary
Overview
Work History
Education
Skills
Languages
Websites
Conferences and Management Retreats
Affiliations
Timeline
Generic

Allan Manzi

Sydney,Australia

Summary

Intermediate Financial Analyst with experience in Corporate Insolvency and Restructuring. Completed 10 Module Insolvency - Law and Practice with Bond University. Achieved 90% client satisfaction rate for managing 30 finance teams under direct supervision undertaking internships.

Overview

3
3
years of professional experience

Work History

Intermediate Financial Analyst

Helm Advisory
03.2023 - Current
  • Exposed and actively managing appointee’s portfolio at the firm that range from Creditors Voluntary Liquidations, Provisional and Members Voluntary Liquidation, Receiverships, Small Business Restructuring, Safe Harbor, Deed of Company Arrangement and Voluntary Administration.
  • Ensures all statutory deadlines are met including Australian Securities Investments and Commission lodgments on appointee’s portal.
  • Liaising with creditors, directors, members, solicitors, Australian Taxation Office, statutory bodies and other relevant stakeholders.
  • Investigations into Company affairs and financial projections, citing relevant legislation and case law that apply to client files in statutory reporting to Australian Securities Investments and Commission.
  • Analyzing profit & loss and balance sheet statements to identify company assets available for recovery for the benefit of creditors.
  • Examine financial statements and conducting bank statements analysis to trace voidable transactions, possible insolvent trading period, creditor defeating dispositions in relevant appointments and reporting same to the manager.
  • Preparing and issuing initial information and statutory reports to creditors and attending to creditor queries.

Finance Mentor/Supervisor

Intern Match
04.2022 - 03.2023
  • Managed the performance of 30+ graduate cohorts throughout their internships with SME’s and not for profits based in Australia.
  • Defined program outcomes by conducting stakeholder engagement with host companies.
  • Analyzed financial statements and provided fundraising recommendations to executives.
  • Constructed pro-forma statements to forecast finances for the equestrian centers participating in Brisbane Olympics 2032.

Quality Assurance (Apprenticeship)

Gateway Bank
01.2022 - 04.2022
  • Undertook gap analysis of quality assurance function with bank’s lending practices and current trends.
  • Developed a report identifying findings and recommendations on current state and future roadmap.
  • Created Quality Assurance dashboards and process checklists for improved risk assessment.

Education

Restructuring -

Bond University
Sydney, NSW
06.2024

Bachelor of Business Administration -

SP Jain School of Global Management
06.2022

Skills

  • Technical Skills: Financial reporting and Analysis, Corporate Finance, Fundamental and Technical Analysis, MS Excel & Word.


  • Soft Skills: Communication with fluency in English, Interpersonal and people management skills, team player, Computer Skills, Active Listener and Fast Learner.



Languages

French
Limited Working
English
Native or Bilingual

Websites

Conferences and Management Retreats

  • Bali Conference Annual Retreat 2023 - August 2, 2023 - August 4, 2023.
  • 10th Annual Fintech Summit 2023 - October 12, 2023.
  • Wiki Finance Expo Sydney 2023 - November 16, 2023.
  • 36th Australasian Finance and Banking Conference (AFBC) December 13, 2023 - December 15, 2023.
  • Bali Conference Annual Retreat 2024 - July 31, 2024 - 2 August, 2024.


Affiliations

  • Community Treasurer.

Timeline

Intermediate Financial Analyst

Helm Advisory
03.2023 - Current

Finance Mentor/Supervisor

Intern Match
04.2022 - 03.2023

Quality Assurance (Apprenticeship)

Gateway Bank
01.2022 - 04.2022

Restructuring -

Bond University

Bachelor of Business Administration -

SP Jain School of Global Management

Similar Profiles

CREATE PROFILE
Allan Manzi