Music (Guitar), Basketball, Investing, Family
BLAKE PENNEY
Financial Modelling & Corporate Finance Professional
Hawthorn,VIC
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Passionate problem solver with a keen eye for detail and an ability to distill complex analysis into high-level findings and proposed solutions. A fast learner and experienced across a range of industries with a passion for delivering value uplift.
Strong corporate skillset based in Corporate Finance, Valuation and Strategy with a fundamental skillset anchored in financial modelling from 5 years with Big Four Financial Modelling Teams.
Clear and concise communicator comfortable interacting with executives and front line staff alike.
Overview
12
12
years of professional experience
Work History
Planning & Design Lead - Enterprise Simplification
Bank Of Queensland
04.2023 - 08.2024
- Developed the business case for FY23 and FY24 to support the funding and establishment for 2 years of the Enterprise Simplification program.
- Lead the planning & design team for the Enterprise Simplification program, managing a wider team under the head of Design and Delivery to plan, report and realise benefits from the Enterprise Simplification program.
With the assistance of my team I helped to deliver 9 portfolios of work with over 50 initiatives in FY24 that helped achieved annual cost savings of over $20m for the bank - Promoted an atmosphere of collaboration and open communication within the design team, fostering a positive environment conducive to creativity and growth.
- Contributed significantly in achieving company goals by successfully completing multiple high-profile projects within given deadlines and budgets.
- Established a system for tracking project progress through each stage of the design process, enabling proactive adjustments as needed to meet milestones on time or ahead of schedule.
- Implemented new templates to uplift the standard of excel models used within BoQ for planning, risk management and tracking and benefit realisation.
Product MVP Developer
Atlas Carbon
05.2022 - 03.2023
- Responsible for the development of an MVP Carbon Sequestration Calculator. This was used by Atlas Carbon as a financial calculator product to support the first customers looking to implement uplifted grazing techniques and increase the rate of carbon capture within their grazing land. This provided financial snapshots of the investment required in farm infrastructure and management techniques to enable the capture of carbon within their soil and subsequent registration of carbon credits to provide additional revenue streams from the newly established industry of carbon farming.
- Worked with internal executives, agronomists and external consultants to develop the MVP and onboard the first customers to Atlas Carbon
- Provided ad-hoc financial analysis and development of presentations as required.
Associate - Capital Transactions Team
Future Estate Group
5 2019 - 11.2020
- My primary role at Future Estate was the development of the Future Estate corporate financial model supporting the three key divisions of the business: property development, hotel operations and strata management.
- As a corporate finance associate I supported the refinancing of existing land development assets to support the transformation of the company from developer to hotel operator.
- Developed numerous templates supporting the bank financing and funding of proposed apartment developments in Coburg, Melbourne
- Uplifted a number of processes through Excel automation and VBA to manage the automated creation and distribution of investor statements for financing and regulatory requirements.
Private Equity Analyst
Normanby Capital
01.2018 - 05.2019
- Developed the financial model to support the initial capital raise, financing, acquistion and greenfield expansion of American Tattoo Removal Group also known as Removery. The industry leading player worldwide within the tattoo removal space established by Normanby Capital.
- Developed the 3-way financial model to support the budgeting, forecasting and reporting process for Edge Early Learning - Normanby Capital's childcare corporate operating within South-East Queensland
- Increased deal flow by effectively researching and identifying potential investment opportunities for proposed Normanby Capital ventures
- Developed financial models for strategic acquisitions, resulting in successful portfolio expansion.
- Presented findings to senior management during investment committee meetings, contributing to informed strategy development.
- Collaborated with executives to evaluate potential M&A opportunities and conduct business valuations.
Senior Consultant - PWC Deals
PWC Australia
06.2016 - 01.2018
- Worked as a senior financial modelling consultant across numerous PwC Deals engagements spanning M&A, Capital Raising, Strategic planning and scenario analysis.
- Mentored junior consultants, helping them enhance their skills and contribute more effectively to projects.
- Designed and delivered management dashboards to support Telstra executives in the planning and operating of their key business units
- Prioritized projects and project tasks depending upon key milestones and deadline dates.
- Managed financial modelling engagements and business development within PwC to build out the teams financial modelling pipeline
- Built strong relationships with clients through consistent communication and proactive problem-solving efforts.
- Gave budget suggestions for projects, outlining financial needs, and forecasting.
- Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
Financial Modeling Analyst - Deal Advisory
KPMG New Zealand
07.2013 - 07.2016
- Developed best practice financial modelling skills through the completion of industry leading training in financial modelling
- Enhanced team collaboration by providing clear communication of complex findings through visualizations and reports.
- Worked cross-division to deliver financial modelling support to key consulting projects and exposure to Lean operations modelling achieved through the implentation of a time-motion study with Z Energy. Developing a data collection tool to support collection of time-motion study data, which was utilised by consultants to benchmark staff performance across Z energy service stations.
- Developing a financing and funding model for the Ministry of Education to support the planning and funding of all government built schools in New Zealand
- Seconded to NZ Post for 9 months to support their Corporate Finance team in a Transformation and procurement program to roll-out electric delivery vehicles and new parcel processing capital assets.
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
- Increased efficiency by streamlining data analysis processes and implementing automation tools.
- Facilitated workshops on data visualization tools, enhancing team's reporting capabilities.
Analyst - Strategy and Technology Group
Mitre 10 New Zealand
10.2012 - 05.2013
- This was a contract role offered upon completion of an internship in the Strategy and Technology team at the head office of Mitre 10 New Zealand
- Duties involved financial analysis, forecasting, data analytics, board reporting and research.
Education
Bachelor of Business - Finance - Finance
Auckland University of Technology
Auckland, New Zealand 04.2001 -
High School Diploma -
Westlake Boys High School
04.2001 -
Skills
Financial Modelling
Corporate Finance & Valuation
Data Analytics & Visualisation
Strategic Advisory
Project Management
Business Case Development
Professional Communication
Coding (VBA/Python)
Stakeholder Management
Strategic Thinking
Time Management
Microsoft Office
Financial modelling - Portfolio
I have a strong portfolio of work across numerous transaction and operational models; with a number of positive referees available and a well-respected name across modelling industry circles.
My direct Australian experience has covered a number of transaction/valuation models used for financing purposes with over $100m of capital raised alongside numerous operational and strategic models that are currently used for strategic planning, budgeting, reporting and scenario testing purpose across the private health, hotels/childcare, property development.
Work availability
Full time salaried / part-time consulting / equity options
Professional languages
British & Australian English
Qualifications
Bachelor of Business (Finance), CFA Level 1 exam, CA Bridging modules 1-2
Programminglanguages
VB.NET / VBA, Python, Solidity, C
Other education
University of Auckland (BSc: Computer Science coursework)
Accomplishments
- Developed the 3-way financial model to support the financing, acquisition and greenfield development strategy for Removery or American Tattoo Removal partners during my time at Normanby Capital
- Developed the MVP for Atlas Carbon supporting the development of their first product for graziers in Australia - a carbon sequestration calculator supporting the onboarding of their first customers
- Developed the 3-way financial model for Edge Early Learning to support budgeting, forecasting and reporting of the childcare operator in South East Queensland
- Delivered the Simplification program for Bank of Queensland alongside the Head of Design and Delivery supporting cost-reductions of $30m+ from the annual operating budget (9 portfolios of projects with over 50 initiatives)
- Delivered financial modelling training for new staff during my time at PwC
- Developed my best-practice financial modelling across a range of industries from some of the highest level practitioners in the world within PwC and KPMG.
Interests
Timeline
Planning & Design Lead - Enterprise Simplification
Bank Of Queensland
04.2023 - 08.2024
Product MVP Developer
Atlas Carbon
05.2022 - 03.2023
Private Equity Analyst
Normanby Capital
01.2018 - 05.2019
Senior Consultant - PWC Deals
PWC Australia
06.2016 - 01.2018
Financial Modeling Analyst - Deal Advisory
KPMG New Zealand
07.2013 - 07.2016
Analyst - Strategy and Technology Group
Mitre 10 New Zealand
10.2012 - 05.2013
Bachelor of Business - Finance - Finance
Auckland University of Technology
04.2001 -
High School Diploma -
Westlake Boys High School
04.2001 -
Associate - Capital Transactions Team
Future Estate Group
5 2019 - 11.2020
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