JAMES CASSIDY
Brisbane,QLD
Summary
A high-performing, strategic-thinking professional with over seventeen years’ experience in the mining and financial services sector. A professional with an excellent record for delivering marketing analysis, achieved through well planned and executed financial account development, and stakeholder management expertise. Results oriented with a sophisticated approach to analysing performance metrics, monitoring competitor activity, and assessing trends. An intuitive operative with strong strategic awareness and a naturally engaging personality ensuring trusted, long term relationships with customers and excellent team contribution when collaborating with colleagues.
Overview
15
15
years of professional experience
Work History
Strategic Partnerships & Growth Analyst
Australian Retirement Trust
11.2021 - Current
- Corporate Strategy - Strategic Partnerships and Growth
- Responsibilities
- Provide insights and expertise on emerging or realised business issues/opportunities to ensure the business responds in a timely, agile, and flexible manner
- Effectively use a variety of facilitation methods, analytical tools, and techniques to elicit, assess and analyse customer and/or business problems
- Support Senior Management in identifying and maintaining a catalogue of information sources and undertaken both qualitative and quantitative research to underpin effective strategic analysis
- (i.e., customer insights, service performance; capability assessments; ratings agency reports; cost benchmarking etc.)
- Documenting of requirements to support new growth initiatives and ownership throughout the delivery lifecycle to ensure the proposed change or business improvement is implemented and embedded successfully, the outcome is delivered and accepted by stakeholders, and targeted benefits are realised
- Use insights, analytics, and a deep understanding of customer experience journeys to identify, implement and optimise key customer touchpoints to positively impact growth outcomes
- Develop, foster, and maintain communication channels with key stakeholders and areas of the business in support of assessing and analysing the external competitive environment
- Provide insights to assist in the compilation of reports for the relevant Boards within the Group, Executives, Head of Strategic Partnerships & Growth and Group Strategy
- Challenge the Group to work with urgency and decisiveness when a sound commercial opportunity provides good outcomes
- Promote and ensure adherence to compliance and legislative processes and procedures
- Minimise business risk, ensuring risk mitigation strategies are evident and ensure regulatory compliance through the effective control of operational risks within the Group’s risk and compliance management framework.
- Prepared reports of findings by illustrating data graphically and translating complex findings into written text.
- Generated reports to support development and implementation of marketing plans.
- Tracked key performance indicators to measure success of campaigns.
- Analyzed data to uncover insights and identify key opportunities to inform strategic decisions.
- Utilized specialized software to capture and process data.
- Assembled reports and presentations to share insights and recommendations with stakeholders.
- Tracked key metrics and developed spreadsheets and data models.
A/Snr Manager Employer, Platforms & Partnerships
Australian Retirement Trust
06.2023 - 07.2023
- Accomplished multiple tasks within established timeframes.
- Managed and motivated employees to be productive and engaged in work.
- Cross-trained existing employees to maximize team agility and performance.
- Onboarded new employees with training and new hire documentation.
- Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments.
- Communicated clearly with employees, suppliers and stakeholders to keep everyone on same page and working toward established business goals.
- Developed and implemented business strategies to achieve business goals and stay competitive.
- Established team priorities, maintained schedules and monitored performance.
- Defined clear targets and objectives and communicated to other team members.
- Developed detailed plans based on broad guidance and direction.
- Leveraged data and analytics to make informed decisions and drive business improvements.
Corporate Strategist
QSuper/QInsure
01.2021 - 11.2021
- Business Performance and Optimisation (Dual hatted role)
- Responsibilities
- Work with stakeholders across QSuper/ QInsure to identify, understand and document the key strategic initiatives of the business
- Conduct discovery and analysis of key performance metrics that enable the business to understand its performance and the drivers of that performance
- Utilise data and analytical outputs to support and validate the development of the business plan and strategic initiatives
- Lead the analysis of industry performance, identifying areas of systemic opportunity and risk
- Responsible for enabling QInsure stakeholders with data, reporting and insights to optimise the delivery of key business planning functions
- Perform analysis and provide insights on claims, underwriting and product systems and performance to assist with the monitoring and development of strategic initiatives
- Provide guidance and advice within QInsure to understand their business objectives, and key performance measures to provide insights to leaders to support the development and implementation of the strategic initiatives
- Provide support with ad-hoc reporting, analysis and insights to the business as required
- Ensure accuracy and timely delivery of information and insights provided
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with a strong sense of personal responsibility.
- Proven ability to learn quickly and adapt to new situations.
- Worked effectively in fast-paced environments.
- Managed time efficiently in order to complete all tasks within deadlines.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Excellent communication skills, both verbal and written.
- Passionate about learning and committed to continual improvement.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Paid attention to detail while completing assignments.
Operations/Performance Adviser
QSuper
10.2017 - 01.2021
- Projects, and Compliance
- Responsibilities
- Perform detailed analysis on operating financial performance, developing input costs to analyse marketing activity performance
- Perform evaluation and analysis of business unit strategies and recommend cost and process efficiencies, and highlight areas that may impact on current practice
- Attend monthly senior leadership meetings to present Group Marketing financial performance and offer insights to improve where required
- Forecasting preparation, analysis and preparation of budget reconciliation and reports for Customer & Marketing
- Assist in the creation of metrics, tracking, and reporting on capacity and utilisation of internal marketing services resources
- Develop financial and budget management capability across Group Marketing
- Coordinate cost centre managers to deliver compliant forecasts
- Assist with identifying business efficiencies
- Oversee annual business budgets & phasing process
- Conduct analysis to investigate, review and improve key processes that impact business outcomes
- Analyse business data and supplier data to identify opportunities to improve performance
- Updating documentation of workflow, process and procedure as a result of business improvement implementation
- Develop and maintain effective business relationships with all stakeholders who provide, assist with and rely on the collection and distribution of data
- Risk Manager for Business Continuity and Business Impact Assessments
- Identify and complete contract variations
- Manage technical, operational and contractual issues as required
- Proven ability to learn quickly and adapt to new situations.
- Organized and detail-oriented with a strong work ethic.
Business Analyst
RIO TINTO
09.2011 - 09.2017
- Provide strategic and expert advice to management on application and associated issues and initiatives including risk and issue identification and management
- Analyse business requirements and system specifications and provide strategic expertise to staff and management to ensure specifications are aligned to business requirements
- Create project artifacts such as project definition document, business requirements, functional specifications, user stories, user experience documentation
- Analyse and solve complex system problems to provide innovative solutions to business requirements in the delivery of support, and completion of project work in required timeframes
- Liaise, consult and negotiate effectively with team members, other project teams, stakeholders and client groups to develop and maintain effective working relationships and the integrity of the overall integrated solution
- Overseeing information migration projects to ensure a standard and consistency in methodology and quality of data
- Fostering and maintaining productive working relationships through regular engagement with stakeholders across disciplines, projects and teams
- Collaborate with developers regularly to provide business context, clarify requirements and give feedback during design and implementation
- Support Rio Tinto planning process by providing updates on product group valuation, risk, asset ranking (for portfolio management)
- Develop business requirements for changes to business processes, policies and information systems
- Facilitate workshops using a variety of tools and techniques to elicit accurate and meaningful requirements
- Assist the business with development of user acceptance testing and verification of issues
- Build strong relationships through engagement with our lines of business (customers), colleagues, project managers and other key stakeholders
Sales and Marketing Specialist
RIO TINTO
06.2009 - 09.2011
- Undertake market studies to support business opportunities as required
- Participate in improvement projects, such as the integration of new systems or development of new marketing programmes
- Liaise with global stakeholders on a weekly basis
- Monitor forecast performance, as well as report out the performance analysis on a monthly, quarterly, mid-year and year-end basis
- Monitor growth indicators of key economic sectors, as well as assess key factors driving the economic growth or decline of the sector
- Synthesize customer, sales, economical, historical, or other types of data to develop trends, value-added insights, or recom
Education
MBA - Business
AUSTRALIAN INSTITUTE OF BUSINESS
Adelaide, SA06.2019
Graduate Diploma - Management
AUSTRALIAN INSTITUTE OF BUSINESS
Adelaide, SA2018
Skills
- Data Analysis
- Problem Solving
- Competitive Analysis
- Industry Trends
- Customer Segmentation
- Project Management
- Data Visualization
- Business Intelligence
- Data Analytics
- KPI Tracking
- Vendor Relationship Management
- Business Acumen
- Strategic Planning
Accomplishments
Formulating and implementing business strategies
Development of an External Environment Framework for the QSuper/ QInsure business which pulled insights from multiple sources that could impact the Group performance and business strategies. The Framework provided insights into Technological, Regulatory, Economic conditions, Competitor updates and Industry trends.
Improved annual financial performance for the overall Group Marketing budget ($19.8 million) from 10% yearly variance to less than 1% since beginning in the role.
Delivered Zero based budgeting methodologies to the Group Marketing division. This enabled us to identify over $900k in “low-value” activities which we were able to re-forecast into more “high-value” activities to achieve greater scorecard metrics.
Timeline
A/Snr Manager Employer, Platforms & Partnerships
Australian Retirement Trust
06.2023 - 07.2023
Strategic Partnerships & Growth Analyst
Australian Retirement Trust
11.2021 - Current
Corporate Strategist
QSuper/QInsure
01.2021 - 11.2021
Operations/Performance Adviser
QSuper
10.2017 - 01.2021
Business Analyst
RIO TINTO
09.2011 - 09.2017
Sales and Marketing Specialist
RIO TINTO
06.2009 - 09.2011
MBA - Business
AUSTRALIAN INSTITUTE OF BUSINESS
Graduate Diploma - Management
AUSTRALIAN INSTITUTE OF BUSINESS
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