Kate Matisons
Palmyra
Summary
I am a self-motivated and hard-working individual with a diverse range of employment experience focused on strategy and business development. I currently work as a Growth & Development Services Lead for Wood’s Consulting business in APAC where I am responsible for analysis of internally-generated business intelligence to help inform and support key decision-making and ensure the governance and maintenance of Wood’s Growth & Development systems. My 7 years of experience in analytical roles has given me a wealth of knowledge to help provide key market research and analysis to help drive market facing initiatives and activities to stimulate the growth of the business.
I am looking to build on my strong analytical, communication and teamwork skills that I have learnt at previous employment positions at global brokering, consulting, and project development companies in the energy sector. I am flexible, open-minded and I take initiatives whether working individually or as part of a group. I am eager to contribute to a team's success and bring a positive attitude and commitment to continuous learning and growth.
Overview
12
12
years of professional experience
Work History
Growth & Development Services Lead - APAC
Wood
04.2023 - Current
- I am responsible for reporting and analysis of Wood's internally-generated business intelligence to inform and support key decision-making and forecasting for the Consulting Business Unit. I lead the Growth & Development Services function for the APAC sales region.
- I ensure the governance, maintenance and development of Growth & Development systems, including Wood’s global CRM system (Dynamics 365) and the Consulting business unit reporting dashboards (PowerBI).
- I manage the process for the development of Key Account Plans and regional Strategic Plans for the APAC Consulting business unit, including the creation of templates and market analysis inputs.
- I coordinate and lead the weekly APAC region Lead Review Meetings for key opportunity reviews.
- I prepare agendas and assist with the facilitation of internal business planning workshops.
- I assist in proposal coordination and bid preparation for opportunities for the APAC Consulting business unit.
Strategy & Development Analyst
Wood
07.2022 - 01.2021
- Analytical role that provided timely, thought-provoking insight to Wood’s senior leaders on relevant markets, industry trends and companies. The role reported into the global President of Strategy and required influencing skills at senior levels in the company through provision of analysis.
- Working with the global Strategy & Development team to undertake market analysis, identifying service gaps and potential opportunities for growth.
- Provided input into the global Strategic Planning Process (SPP).
- Assisted in creating multiple sector financial earnings models to help drive company strategy based on the forecast market outlook in each sector.
- Took part in the analysis of proposed transactions and strategic alliances for senior management review including M&A company analysis.
- Conducted analysis on information from the business impacting revision of existing strategies and marketing plans.
Strategy & Business Development Lead
Wood
01.2021 - 04.2018
- Analytical role within the Infrastructure, Energy and Technology sectors to help provide information to drive market facing initiatives and activities to stimulate the growth of the company. The role reported into the Vice President of Strategy.
- Working with the Strategy & Development team and Business Development leads to undertake market analysis, identifying service gaps and potential opportunities for growth.
- Taking part in the analysis of proposed transactions and/or other strategic alliances for senior management review.
- Conduct analysis of information from the business impacting revision of existing strategies/marketing plans.
- Engage effectively with key decision makers and service line stakeholders.
- Undertake business development opportunities screening and advanced industry peer/competitor analysis.
Analyst Internship Position
Poten & Partners
01.2018 - 07.2016
- An internship position working with brokers, commercial analysts and consultants in the energy and maritime sectors, in particular the trading and transportation of Liquefied Natural Gas (LNG)
- Analysing market information and working closely with brokers to drive successful trading / chartering strategy (e.g. vessel positions, trade info)
- Owning the preparation of daily market reports for top management and clients
- Developing expertise in the analytical practices used to develop strategic recommendations to clients including gas supply / demand models
- Preparing client presentations, which explain industry trends and discuss client options, and building models using Excel and PowerPoint
Internship Position
Clarksons Platou
07.2016 - 04.2016
- A three-month internship position working with brokers and commercial analysts in the energy sector, in particular the trading and transportation of Liquefied Natural Gas (LNG)
- Assisting the commercial analysts with market and industry research and creating corporate profiles
- Organizing and preparing client presentations using Power Point & Excel
Personal Financial Advisor
Westpac Banking Corporation
01.2016 - 09.2014
- Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate
- Conducted quality needs based conversations with customers to meet their financial needs by assessing their assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives
- Contributed towards meeting and exceeding personal and team sales targets
- Secured, developed and managed relationships with customers by providing an excellent customer experience
- Maintained self-service banking machines including ATMS, cash exchange and deposit machines
- Reporting including completing and resolving general ledger balances and end of day banking and cash handling
- Served as a coach and mentor for more junior staff members in the role
General Administration Duties
Gold Road Resources
01.2014 - 09.2013
- Knowledge learnt of the precious metals industry
- General Administration duties including organizing and recording client details into company database, answering the phone and filing
- Use of Excel and Access computer systems
Education
Postgraduate Certificate - Finance
Macquarie University
01.2023
Bachelor of Economics - International Business Economics, Money and Trade
University of Western Australia
01.2012
High School Certificate - undefined
Presbyterian Ladies’ College
01.2007
Skills
- Proficient user of Microsoft Office applications including MS Word, Excel, Power Point, Outlook, SharePoint and Teams
- Licence holder of market analysis tools including a Bloomberg terminal
- Knowledge and experience with CRM Microsoft Dynamics 365 and PowerBI
- High level of verbal and written skills as demonstrated through the preparation of verbal and written presentations and reports
- Experience with client face-to-face and telephone meetings
- Experience leading internal meetings and facilitating workshops
Computer Skills
Communication Skills
- Sound understanding of appropriate time allocation and management of stress through managing to balance working full time and completing studies at university
- Prepared specific client reports under certain time constraints
- Ability to collaborate with people of varying levels of seniority and agendas across different business units and sub-business groups
- Demonstrated leadership through training of new employees or current employees not familiar with a company system
- Helped with preparing company presentations, research assignments and market reports for different areas of the company including for the broker, consultant and analyst teams
Time Management and Prioritisation
Leadership and Team Work
Timeline
Growth & Development Services Lead - APAC
Wood
04.2023 - Current
Strategy & Development Analyst
Wood
07.2022 - 01.2021
Strategy & Business Development Lead
Wood
01.2021 - 04.2018
Analyst Internship Position
Poten & Partners
01.2018 - 07.2016
Internship Position
Clarksons Platou
07.2016 - 04.2016
Personal Financial Advisor
Westpac Banking Corporation
01.2016 - 09.2014
General Administration Duties
Gold Road Resources
01.2014 - 09.2013
High School Certificate - undefined
Presbyterian Ladies’ College
Postgraduate Certificate - Finance
Macquarie University
Bachelor of Economics - International Business Economics, Money and Trade
University of Western Australia