James Kapetanios
Kielor East,VIC
Summary
Talented leader with expert team leadership, planning and organizational skills built during successful career. Smoothly equip employees to independently handle daily functions and meet customer needs. Diligent trainer and mentor with exceptional management abilities and results-driven approach.
Overview
9
9
years of professional experience
Work History
Manager Financial Planning & Analysis, PMO and Capital Works
Cannatrek
08.2023 - Current
- Developed comprehensive financial models and forecasts for new business initiatives, ensuring accuracy and viability of proposed projects
- Established robust project management office processes to uphold governance standards, fostering efficiency and accountability across initiatives
- Orchestrated end-to-end budget and re-forecast processes in close collaboration with cross-functional teams, optimizing financial performance and aligning with business objectives
- Designed and implemented a comprehensive suite of Power BI reports for operations and sales, empowering informed decision-making by providing insightful business visibility and analytics
- Collaborated closely with business stakeholders on M&A opportunities, offering financial oversight and strategic advice to support informed decision-making and maximize value creation
- Successfully led and mentored the team of five members, fostering their professional growth and enhancing their work output through targeted coaching and support
- Implemented the structured analysis framework for evaluating business opportunities, incorporating metrics such as IRR, NPV, and Payback Period to facilitate data-driven decision-making and optimize investment strategies.
Manager Finance & Business Analysis
The Greater Metropolitan Cemeteries Trust
10.2020 - 07.2023
- Development and maintenance of operational Microsoft Power Business Intelligence (Power BI)
- Oversaw all aspects of financial reporting including accounting, AR, AP, inventory, prepaid fees, and assets
- Oversee the Financial analysis and modelling of all Business Cases presented to CEO and Trust for approval
- Monitor GMCT cash flow and develop trends and projections to support operational requirements
- Monitor actuals and performance against approved budgets
- Prepare product pricing for new products based on life cycle cost and market tolerance
- Provide financial modelling, including net present value (NPV) assessments and commercial recommendations in relation to land purchases, capital constructions and internal projects
- Contract negotiations to maximise value for money proposition
- Development of annual procurement plan including annual savings targets
- Financial analysis and modelling of all Business Cases presented to CEO and Board for approval
- Preparation of CAPEX budget for entire business
- Managing staff to develop their hard and soft skills
- Reporting and alignment to VGPB, Local Jobs First and Social Procurement policies and practices.
Senior Business Analyst
Lamanna Premier Group
09.2019 - 09.2020
- Built business cases and financial models to evaluate cost savings initiatives
- Implementation of Microsoft Power Business Intelligence (Power BI)
- Development of Power BI suite of reports for the trading and operations divisions
- Development of KPI's for the trading and operations divisions
- Tracking of projects against actual results
- End to end procurement process associated with logistics, warehousing & freight
- Weekly Profit & Loss reporting for all divisions as well as detailed operational labour and freight spends
- Preparation of targets and budgets for the trading and operations divisions.
Finance Business Partner (bananas)
Costa Group Pty Ltd
04.2018 - 08.2019
Graduate Progam
Coles Supermarket
10.2015 - 05.2018
Education
Skills
- Team Leadership
- Expense Tracking
- Contract Management
- Decision-Making
- Problem Resolution
- Hiring and Training
- Project Planning
- Revenue Forecasting
- Cost Control
- Business Analysis and Reporting
- Time Management
- Verbal and written communication
- Complex Problem-Solving
- Staff Training and Development
- Staff Management
- Strategic Planning
- Operations Management
- Project Management
- Cross-Functional Teamwork
- Customer Relationship Management (CRM)
- Performance Management
- Staff Development
- Policy Implementation
- Workforce Management
- Negotiation
- Budget Control
- Business Planning
- Key Performance Indicators
- Financial Management
Websites
References
Available upon request
Timeline
Manager Financial Planning & Analysis, PMO and Capital Works
Cannatrek
08.2023 - Current
Manager Finance & Business Analysis
The Greater Metropolitan Cemeteries Trust
10.2020 - 07.2023
Senior Business Analyst
Lamanna Premier Group
09.2019 - 09.2020
Finance Business Partner (bananas)
Costa Group Pty Ltd
04.2018 - 08.2019
Graduate Progam
Coles Supermarket
10.2015 - 05.2018
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