Jeremy NILO
Aberfoyle Park,Australia
Summary
Accomplished Corporate professional with over 17 years of experience in Treasury Management and risk compliance. Proven track record in preparing and reviewing financial reports while maintaining robust stakeholder relationships. Exhibits excellent written and verbal communication with internal stakeholders and clients. Strong expertise in Microsoft Suite, particularly Excel. Facilitates effective time management and scheduling. Demonstrates leadership in team management and upskilling. Initiates process improvement to drive organisational success. Committed to personal growth and development.
Overview
15
15
years of professional experience
Work History
Manager Trust Management
People First Bank (formerly People's Choice Credit Union)
Adelaide, Australia
09.2021 - Current
- Protect sensitive data by maintaining privacy protocols
- Resolve external stakeholder concerns via email and phone discussions
- Interpretation of complex trust documentation and ensured adherence to regulatory guidelines
- Manage timely execution of routine tasks along with pressing ad-hoc requirements
- Deliver precise and prompt trust-related performance reporting of financial instruments to internal and external parties
- Partner with cross-functional teams to analyse and resolve data discrepancies
- Review of securitisation reporting for regulated bodies
- Serve as primary liaison for documentation and sample testing requests during external audits, ensuring compliance
- Document precise meeting minutes for review by Senior Managers, Executives and regulators
- Nurture strong external relationships with banking counterparts, trustee and rating agencies to ensure effective collaboration
- Foster collaboration across internal teams in order to collect performance metrics for Trust reports
- Compile reports from various business units for monthly finance committee discussions
- Oversee and manage team-based business functions
- Facilitate training and skill development for team members
Senior Treasury Analyst – Treasury Operations
People First Bank (formerly People's Choice Credit Union)
Adelaide, Australia
08.2016 - 09.2021
- Provided timely service to highly regarded clients
- Supported internal risk management activities
- Prepared intra- and end of month liquidity reporting
- Assessed daily cash flow projections
- Prepared monthly securitisation and liquidity reporting to regulated bodies
- Optimised liquidity management within established governance frameworks
- Monitored current and prospective external stakeholders to identify and recommend investments
- Executed RMBS tasks such as pool creation, documentation execution, and monthly Trust Management reporting
- Organised and coordinated events for Social Club
Treasury Analyst
University of South Australia
Adelaide, Australia
09.2015 - 05.2016
- Performed risk-based assessment on counter-party credit limits
- Strategically negotiated with banking institutions and nurtured relationships for optimal business return
- Used good judgement in the investment of excess funds
- Assisted in the preparation of annual financial reports, budgets and financial plans
- Monitored cash flow and investment movements as per business requirements
- Initiated and completed projects to improve business functions
- Attended personal development seminars related to business function
Treasury & Financial Operations Accountant
ElectraNet Pty Ltd
Adelaide, Australia
09.2013 - 09.2015
- Developed staff expense and reimbursement tracker to reduce user errors and increase reporting accuracy
- Contributed to the culture of continuous improvement by driving efficiencies through improved work practices, such as an automated Accounts Payable process
- Prepared and monitored cash flow projection
- Confirmed and settled domestic and international transactions
- Managed accounts payable and receivable processes
Treasury Dealer / Analyst
Glencore Grain Pty Ltd
VIC, Australia
12.2009 - 03.2013
- Ensured compliance with risk parameters while guiding internal stakeholders effectively
- Demonstrated sound judgement in allocating surplus funds
- Collaborated across departments to identify cash flow priorities
- Nurtured external partnerships with banking counterparts
- Forecasted future cash flow needs through effective verbal and written communication
- Prepared forecasts detailing anticipated cash requirements across all ANZ operations
- Executed foreign currency trades aligning with ANZ operational needs
- Integrated treasury functions between Australia and New Zealand
Education
Bachelor of Economics - Finance, Commerce and Economics based studies
University of Adelaide
Adelaide, SA12-2006
SACE -
Temple Christian College
Mile End, SA01.2001
Skills
- Proficient in Microsoft Office: Word, Excel (Advanced), PowerPoint, Access, Outlook
- Building and maintaining internal and external relationships
- Effective written and verbal communication
- Risk management
- Decision-making
- Policy implementation
- Customer service
- Negotiation
- Data analysis
- Project planning and management
- Staff management and development
- Strategic planning
- Cash flow forecasting and liquidity management
- Foreign exchange hedging
- Previous first-aid officer
Affiliations
• 2010: ETC Australia – Microsoft Excel (Advanced)
• 2011: Citibank - Foreign Exchange Markets Bourse Course (Sydney)
• 2015: Treasury Training Services – Understanding Treasury Management (Melbourne)
• 2019: People’s Choice – Leadership Foundations
• 2021: St John Ambulance – First Aid Officer
Voluntary Work
Council Member: Adelaide Christian Schools (2012 - 2015)
Board Member: Adelaide Christian Schools (2015 - Present)
References
- Robert Staskiewicz, Leader, Trust Management & Treasury Risk (Retired), People First Bank, 0413 089 092
- Michael Pole, Group Financial Controller, Aerison, 0407 944 255
Note
I prefer not to notify my current employer of my application, so I have not listed my current manager as a referee. However, Robert Staskiewicz, my previous manager, is one of my referees and has managed me for a longer period than my current manager.
Timeline
Manager Trust Management
People First Bank (formerly People's Choice Credit Union)
09.2021 - Current
Senior Treasury Analyst – Treasury Operations
People First Bank (formerly People's Choice Credit Union)
08.2016 - 09.2021
Treasury Analyst
University of South Australia
09.2015 - 05.2016
Treasury & Financial Operations Accountant
ElectraNet Pty Ltd
09.2013 - 09.2015
Treasury Dealer / Analyst
Glencore Grain Pty Ltd
12.2009 - 03.2013
Bachelor of Economics - Finance, Commerce and Economics based studies
University of Adelaide
SACE -
Temple Christian College
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