Luke Vumbaca
Summary
Strategic and detail-oriented financial services professional with a strong background in client advisory, stakeholder engagement, and delivering impactful presentations. Experienced in interpreting financial data, analysing business risks, and delivering insights to drive decision-making. Recognised for my ability to manage high-value client portfolios, build strong business relationships, and lead teams. This allowed for my rapid progression to Managing Principal at Marsh. My track record reflects a strong work ethic, results-driven mindset, and commitment to excellence.
Seeking to leverage my presentation, communication, and analytical expertise to transition into Transaction Advisory Services.
Overview
10
10
years of professional experience
Work History
Managing Principal,
Marsh (Previously Honan Insurance Group)
07.2020 - Current
- Analysed client businesses and advised on risk mitigation strategies, effectively negotiating optimal insurance solutions while managing multiple stakeholders.
- Conducted financial analysis of client circumstances, applying data-driven decision-making to structure optimal coverage solution.
- Successfully led a team of advisors, fostering a high-performance culture, ensuring stakeholder engagement, and optimizing financial outcomes for clients.
- Delivered market insights and financial presentations to boards of directors, CFOs, and at key stakeholder's conferences, demonstrating my strong communication and presentation skills.
- Developed an understanding of the M&A process through the placement of warranties and indemnities (W&I) insurance, assisting clients in transferring deal risk.
- Conducted insurance due diligence by evaluating companies and preparing reports that informed clients' M&A strategy and transaction decision-making.
- Collaborated with cross-functional teams to assist in the placement of prospectus liability insurance for IPO raisings, ensuring compliance with transaction requirements and deadlines.
- Developed expertise across diverse industry sectors, including ASX-listed companies, professional services, financial institutions, construction, and technology companies.
- Conducted in-depth financial analysis to support underwriting submissions, demonstrating financial statement interpretation and commercial risk evaluation.
- Prepared financial projections and budgets, leveraging expertise in financial planning and forecasting while analysing external market trends, economic conditions, and industry-specific risks to inform strategic decisions.
- Engaged with global markets to source optimal client solutions, demonstrating market awareness, stakeholder negotiation, and cross-border collaboration.
- Implemented networking and business development strategies, contributing to deal origination, stakeholder management, and business growth.
Analyst
Moody Kiddell
09.2018 - 07.2020
- Analyzed business operations to identify risk exposures and recommend tailored risk transfer solutions.
- Conducted financial analysis to support underwriting submissions, strengthening analytical and risk assessment expertise.
- Engaged with high-profile clients and external stakeholders, enhancing client advisory and relationship management skills.
- Developed strong research and problem-solving abilities through client prospecting and business development initiatives.
- Gained exposure to lending products through internal collaboration, further expanding financial knowledge.
Store Assistant
ALDI
03.2015 - 08.2017
- Developed strong teamwork, efficiency, and time management skills in a fast-paced, deadline-driven environment.
- Managed inventory planning and product display strategies, ensuring optimal organization and sales performance.
Intern
Fluent Financial Pty Ltd
01.2017 - 02.2017
- Developed excellent written communication skills as I assisted in the preparation of statements of advice.
- Conducted Product and Strategic research for advisors.
- Fostered pre-existing verbal communications skills as I attended client meetings.
- Provided support to advisors.
Education
AI Fluency
University of Sydney
Sydney, NSW02-2025
Certificate - Financial Modeling & Valuation Analyst
Corporate Financial Institute
02-2025
Double Degree of Applied Finance And Economics -
Macquarie University
Sydney, NSW01.2018
Minor - Business & Society
Vrije University
Amsterdam, Netherlands01.2018
Skills
- Microsoft office
- MS Excel
- MS PowerPoint
- Salesforce administration
Timeline
Managing Principal,
Marsh (Previously Honan Insurance Group)
07.2020 - Current
Analyst
Moody Kiddell
09.2018 - 07.2020
Intern
Fluent Financial Pty Ltd
01.2017 - 02.2017
Store Assistant
ALDI
03.2015 - 08.2017
AI Fluency
University of Sydney
Certificate - Financial Modeling & Valuation Analyst
Corporate Financial Institute
Double Degree of Applied Finance And Economics -
Macquarie University
Minor - Business & Society
Vrije University
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