Summary
Overview
Work History
Education
Skills
Timeline
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Mitchell Thomas Tagney

Brisbane

Summary

Corporate finance professional with 10+ years of strategic and analytical experience spanning corporate finance, consulting and SMBs. Demonstrated ability to rapidly learn, adapt, and identify key business drivers, coupled with an insatiable curiosity for understanding cause and effect. Extensive expertise in business modelling, portfolio analytics, M&A, treasury management, and complex project evaluation. Successfully led acquisitions and capital developments across retirement living, residential aged care, self-storage, and management & letting rights sectors. Skilled in developing integrated financial models, managing multiple workstreams under pressure, and building robust relationships with internal and external stakeholders. A Chartered Accountant and CFA holder, driven by exceptional communication skills and strong commercial acumen.

Overview

18
18
years of professional experience

Work History

Head of Corporate Finance

Oak Tree Group
01.2024 - Current
  • Company Overview: Oak Tree Group (OTG) is a leading organisation dedicated to making a positive impact in the Retirement Living sector. Corporate Finance is essential The Project Origination Team is essential in ensuring the continued delivery and expansion of new social and affordable housing through the development of submissions to government and the analysis, co-ordination and negotiation of projects through to commercial and financial close.
  • Directed financial forecasting and budgeting processes to ensure alignment with corporate objectives.
  • Analyzed financial performance and identified trends to inform strategic decision-making.
  • Directed treasury functions including cash management, investments, foreign exchange transactions, ensuring optimal liquidity levels were maintained at all times.
  • Leveraged financial modeling techniques to assess the viability of new business ventures, providing senior leadership with valuable insights for strategic decisionmaking.
  • Optimized cash flow management by closely monitoring receivables, payables, and working capital requirements.
  • Developed comprehensive budget plans to support strategic business growth and profitability objectives.
  • Managed financial forecasting activities, providing senior leadership with accurate data for informed decisionmaking.
  • My key accountabilities include:
  • Implementation of CHL’s investment strategy, including undertaking commercial analysis and negotiation to secure optimal funding options to support social housing initiatives.
  • Preparing funding application and proposals for a range of stakeholders including government and funding partners.
  • Preparing Business Cases and other governance reports for senior management/Board.
  • Preparing feasibility and capital funding models for new social and affordable housing opportunities determining return on investment, both commercial and social.
  • Contributing to the negotiation of contractual agreements.
  • Competing due diligence relating to property development and other commercial matters, including managing project related risks and coordination of due diligence reports.
  • Develop strong relationships with key stakeholders, including government and financiers to drive development, business growth, and deliver quality project outcomes.
  • My key responsibilities include:
  • Business case development for greenfield and brownfield capital developments in aged care and retirement living. The Business Case development included consideration of the market demand/supply balance for the development proposed; the key risks and mitigants associated with the project; financial metrics (Net Present Value, Return on Investment, Payback period) and scenario/sensitivity analysis; as well as funding considerations for the project (e.g. capital grants from government, debt funding and minimum ratio requirements).
  • Business case development for acquisitions of businesses in the retirement living and aged care sector. Lead role in the due diligence team with a focus on financial considerations.
  • Presenting to key stakeholders (Executive team, Board committees) on the business case for the project as it progressed through the project management stage gates.
  • Progressing the projects through the Project Management Framework as appropriate to the size, scale, scope and complexity of the project.
  • Long term cash flow forecasting for the organisation’s project portfolio combined with the Business-As-Usual forecasts for discussion at Board level.
  • Ad hoc financial analysis for the business on various changes to the seniors living sector and business operations optimisation.
  • Examples of projects undertaken:
  • Brownfield redevelopment on the Gold Coast. The development included: 65 retirement living units, Clubhouse and sales display suite, as well as the demolition of part of the existing aged care facility. The project also included master planning of the whole site. My involvement was leading the business case considerations, assisting with the project management through initiation to development and unit marketing and sales. The project was completed under budget, on time and all units sold within 12 months.
  • Acquisitions in the aged care and retirement living space, including; a 100-unit retirement village in Warwick; 120-unit retirement village in Bundaberg; 50-unit retirement village in Melbourne; and 50-bed aged care facility in North Queensland. I undertook the financial due diligence and business case development.
  • Prepared internal and regulatory financial reports, balance sheets and income statements.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
  • Developed strategic plans for day-to-day financial operations.
  • Collaborated with C-level executives and stakeholders to develop long-term financial plans.

Management Consultant

Keystone Executive Coaching
01.2020 - 01.2024
  • Improved business efficiency by 25% and revenue by 50% over the course of 1 year, by identifying key business opportunities and bottlenecks, and implementing process improvements for 15 SMBs in trades, NDIS, and health sectors, with a team of 3.
  • Delivered market insights and competitive benchmarking for a range of growth opportunities, helping the client define and implement a winning strategy that increased their market share by 15%.
  • Introduced advanced financial modeling and forecasting for clients, resulting in a 20% reduction in budgets and costs.
  • Designed and delivered customized employee engagement and leadership development programs to clients, resulting in a 30% increase in employee engagement and a 10% decrease in turnover rates.
  • Due diligence on investments, including the review and financial analysis of business plans, financial statements and other supporting documentation for investment decisions and corporate development across a broad mandate including commercial real estate, supported living housing, mixed residential developments, healthcare, AI, professional services and tech.
  • Evaluated, analysed and supported market research on investment opportunities in the healthcare and supported living industry in Australia and Queensland for the delivery of monthly reports for investment principals and investor relations.
  • Built property portfolio feasibility models from scratch used for evaluating future mixed type property investments and planning property portfolio consisting of 30 developments.
  • Deployed 42 million AU$ into commercial property with a focus on Special Disability Accommodation in SE-Queensland.
  • Prepared, reviewed and presented capital proposals, presentations and other materials for senior management and stakeholders to support investment decisions and effectively communicate results and project status.
  • Monitored the performance of existing portfolio businesses and undertook DCF valuations, built 3-way financial models and cost and pricing models to support growth strategies.
  • Delivered 2025 budget for group building bottom-up budget to a top-down target.
  • Participated in the restructure and turnaround of 8 entities: including performance appraisal, cost saving exercises and rebudgetting leading to the financial viability of 4 assets and the closing down of the remaining entities.
  • Built, delivered and automated monthly management reports on 37 portfolio entities in the group.
  • Worked on a 1$ million-dollar deal to acquire a small IT services firm as well as post-deal integration into service stack.
  • Implemented technology solutions that streamlined processes, improved efficiency, and reduced costs for clients.
  • Conducted thorough assessments of clients'' operational structures, recommending actionable steps for improvement.
  • Led strategic planning sessions to align organizational goals with client vision.
  • Analyzed organizational structures to identify areas for improvement and efficiency.

Senior Financial Analyst

Australian Agricultural Company
02.2022 - 09.2022
  • Collaborated with the Head of Intensive and Regional Managers to scrutinise monthly financial results, applying the Top Down Bottom Up approach to empower informed decision-making.
  • Facilitated strategic choices for business units by analysing a blend of financial and non-financial metrics to discern trends and disparities, identified areas of opportunity, and recommended risk mitigating strategies to prepare the organization for future challenges.
  • Cultivated robust internal and external relationships, yielding incisive, objective-driven analyses and reports.
  • Spearheaded month-end close processes, ensuring precise and prompt financial reports across sectors.
  • Delivered pivotal financial and commercial viewpoints on key KPIs and business outcomes.
  • Undertook monthly discrepancy analyses between actuals, budgets, and projections, pinpointing potential risks and avenues.
  • Played a key role in strategic planning through top-tier analysis and reporting to buttress decision-making.
  • Crafted financial models tailored for forecasting, outlay, and management of designated business units.
  • Orchestrated the creation of yearly budgets and evolving forecasts for the division.
  • Instituted capex governance procedures and curated capex reports for intensive business segments.
  • Contract role at PE backed global workforce solutions company, engaged to rebuild the company’s corporate model, facilitate the development of a 5-year plan, implement financial tracking of cost reduction strategy and assist the C- suite with other strategic initiatives.
  • Expanded responsibilities, serving as a finance business partner for AMS's emerging SaaS division, Hourly, during its pre-launch phase.
  • Lead the development of the 2021FY budget, conducted monthly accounting tasks, and crafted go-to-market models, including pricing strategies, to facilitate the successful market entry of Hourly.
  • My role as a property research analyst at Eureka Group, an ASX-listed company specialising in affordable senior rental accommodations across Australia, granted me a unique partnership with the Head of Real Estate. Within this collaboration, I was tasked with delivering specialised property research, feasibility assessments, and demographic insights, while also identifying prime development sites and crafting strategic retirement village acquisition proposals for the Board of Directors.
  • This multifaceted position involved the provision of specialised property research, feasibility evaluations, and demographic analyses. Concurrently, I was entrusted with pinpointing potential development sites and creating strategic acquisition proposals for presentation to the Board of Directors. The overarching objective remained centered on strategically acquiring retirement villages and greenfield development sites on a national scale.
  • Developed financial models to support strategic decision-making and forecasting initiatives.
  • Analyzed budget variances, providing actionable insights to enhance operational efficiency.
  • Streamlined reporting processes by implementing advanced analytical tools, improving accuracy and timeliness of data delivery.
  • Presented financial performance reports to executive leadership, influencing key business strategies and investment decisions.
  • Provided valuable insights by leading monthly variance analysis reviews between actual results and budget/forecast expectations.

Financial Analyst

Reamped Energy
08.2020 - 01.2022
  • Delivered accurate forecasting for margins and operational costs, ensuring fiscal responsibility.
  • Led commercial initiatives with in-depth financial analysis and strategic modelling, catalysing business expansion and revenue growth.
  • Orchestrated efforts to elevate profitability by astutely refining retail pricing models and streamlining supply chain costs.
  • Effectively minimised cash flow risks by meticulously forecasting prudentials, expenditures, and anticipated revenue.
  • Provided commercial analysis and decision support for many areas of the business including retail, marketing, trading, and media as well as involvement in various integration and transformation projects. Became a commercial lead on a number of business development projects to improve and future-proof the commercial models for key pillars of the retail business.
  • Lead role in the creation and execution of the group strategy to enter various markets in Asia including Japan, Hong Kong and South Korea
  • Developed the KPI framework as well as related reporting and actions
  • Detailed overview of the Japanese gambling market and adjacencies including identification and evaluation of partnership and acquisition opportunities
  • Proactive identification and business case development for an acquisition opportunity in the Philippines as well as market sizing and opportunity evaluation for the entire Asia region
  • Responsible for the creation and maintenance of the Australian wagering market model and related competitor reporting

Financial Controller

Property Vine
11.2019 - 08.2020
  • Engaged as an investor in Property Vine, a public company focused on short stay accommodation, management letting rights, property sales, and property management, enlisted to rejuvenate the back-office amidst the search for a sustainable long-term candidate during COVID era. During my tenure, I undertook the following key responsibilities:
  • Instrumental in revamping back-office operations, promoting streamlined processes and heightened efficiency.
  • Conducted in-depth financial and operational data analyses, introducing financial models tailored to the company's multifaceted real estate ventures.
  • Spearheaded the creation and finalisation of exhaustive financial forecasts and budgets, playing a pivotal role in charting the company's strategic course.
  • Oversaw the month-end procedures, ensuring the impeccable upkeep of journals, balance sheets, and consolidated financial reports.
  • Regularly presented monthly financial briefings to the company, disseminating crucial financial insights and prospective strategies.
  • Instituted robust governance frameworks for business modelling, synchronising the Corporate Model with Property Vine’s overarching strategic goals.
  • Orchestrated scenario-driven analyses to guide high-stakes business choices, encompassing capital commitments and feasibility checks, followed by rigorous post-investment assessments.
  • Managed treasury functions, overseeing liquidity positions, and facilitating optimal cash management strategies.
  • Diligently handled covenant reporting, ensuring compliance with financial ratios and other requisite benchmarks to maintain the company's standing with creditors.
  • Key Responsibilities
  • Preparing, analysing, and implementing consolidated yearly budgets and forecasts for each branch/department across Australia.
  • Completing Month End reporting (Review and process of monthly Journals, provisions, accruals, debtor reporting).
  • Preparing monthly financial/management report packs for the Executive & Management teams. Including sales/profitability/debtors/costs/headcount and other financial data analysis with commentary and comparisons to prior year/budget and forecasts.
  • Treasury Management – daily/weekly cash forecasts to ensure sufficient cash flow to meet short-term obligations.
  • Oversaw and was a key contact in the successful completion of year end Audit by Deloitte.
  • Drafting and lodging yearly FBT return in conjunction with Deloitte review.
  • Full maintenance of the FAR (Additions, disposals, revaluations & depreciation)
  • Monthly Work in Progress (WIP) calculation and major projects review.
  • Monthly Leave provisions analysis and entries.
  • Quarterly reporting, maintenance, and BAS for Stowe’s subsidiary.
  • General Ledger maintenance (Review and Balance Sheet Reconciliations)
  • Bank Guarantee and Bond facility maintenance for major projects.
  • Cognos and Pronto report building to support management teams and other finance functions.
  • Assist other finance functions of AR, AP, Payroll and Systems with ad hoc duties as well as extensive analysis and process reviews.
  • Assisting in the development of finance and administration systems, policies and processes that align with corporate objectives and strategies.
  • Liaise with company stakeholders – supporting executive and management teams, Deloitte tax and audit teams as well as insurance brokers.
  • Mentoring and guiding indirect reports including a graduate accountant and other administration/accounts staff
  • Directed financial planning and analysis to align with organizational goals.
  • Implemented cost control measures to enhance operational efficiency and profitability.
  • Oversaw budgeting processes, ensuring alignment with strategic objectives and compliance standards.
  • Led cross-functional teams to develop robust financial reporting frameworks and improve transparency.
  • Mentored finance staff, fostering professional development and enhancing team performance.
  • Developed risk management strategies to mitigate financial exposure and safeguard assets.
  • Streamlined accounting processes through automation, reducing cycle times and improving accuracy.
  • Implemented robust compliance measures to ensure adherence to regulatory requirements and industry standards.
  • Negotiated favorable terms on credit facilities from banks, securing access to funds as needed for business growth initiatives.
  • Provided strategic financial guidance to senior management, supporting informed decision-making processes across the organization.
  • Developed comprehensive budgets in collaboration with department heads, facilitating better resource allocation decisions.
  • Restructured debt obligations for optimized capital structure, reducing interest expenses over time.
  • Streamlined accounting operations with the introduction of advanced software solutions, improving accuracy and efficiency in record-keeping practices.

Financial Planning & Analysis Manager

National Storage
10.2015 - 11.2019
  • As the Financial Planning and Analysis Manager for a publicly listed REIT (NSR), entrusted with comprehensive oversight of financial modelling and strategic analyses. My key contributions and responsibilities included:
  • Conducted rigorous monthly financial and operational assessments, pinpointing variances to projections, forecasts, and historical data.
  • Orchestrated both internal and external valuation mechanisms, collaborating closely with stakeholders to refine financial models.
  • Played an integral role in M&A undertakings, executing financial and operational due diligence for over 80 centers and aiding in strategic divestments.
  • Offered robust analytical support for top-tier reorganisation, consolidation, and relocation decisions.
  • Crafted consolidated business propositions for executive and board evaluations, anchored by thorough financial scrutiny.
  • Championed a data-centric decision-making culture and steered technical deliberations within the business intelligence sphere.
  • Launched data governance initiatives and steered the yield program, overseeing a substantial revenue pool exceeding $25 million.
  • Formulated intricate annual revenue budgets for 160+ centers by leading financial, yield, and operational analyses.
  • Pioneered the adoption of Power BI analytics, catering to a broad spectrum of users ranging from Area Managers to the executive echelon.
  • Actively engaged in investor relations, leading REIT site tours for investment banks and institutional stakeholders, with a spotlight on Perth assets.
  • Devised scenario-driven analyses to inform capital commitment decisions, feasibility appraisals, and performed post-investment examinations.
  • Lead role in the creation and execution of the group strategy to enter various markets in Asia including Japan, Hong Kong and South Korea
  • Developed the KPI framework as well as related reporting and actions
  • Detailed overview of the Japanese gambling market and adjacencies including identification and evaluation of partnership and acquisition opportunities
  • Proactive identification and business case development for an acquisition opportunity in the Philippines as well as market sizing and opportunity evaluation for the entire Asia region
  • Responsible for the creation and maintenance of the Australian wagering market model and related competitor reporting
  • Developed financial models to support strategic decision-making and improve resource allocation.

Senior Analyst, Corporate Finance & Restructuring

Deloitte
01.2011 - 10.2015
  • Led analysis and prepared business plans for capital commitments and business opportunities, increasing ROE by 5x, complemented by rigorous post-investment reviews.
  • Ensured project delivery that adhered to timelines and budget constraints, consistently aligning with Deloitte’s operational standards.
  • Reviewed distressed debt portfolios for $5-10MM of exposure to banking institutions, presenting recommendations to senior leadership to restructure debt or assess risk of default, in addition to meeting with stakeholders to discuss financial distress and potential alternatives for recovery.
  • Performed comprehensive financial analyses and discounted cash flow valuations for potential acquisitions or divestitures, increasing the senior team’s understanding of each opportunity.
  • Identified and interpreted key business metrics, translated data into actionable insights, and reported to management to improve client performance.
  • Performed investment appraisals and comprehensive market research to understand client strategies, resulting in +90% completion rate on time and under budget for all projects.
  • Performed financial analysis and valuations for financial restructurings, bankruptcy proceedings, and out-of-court workouts.
  • Led the execution of M&A mandates, including sell-side, buy-side, equity raising and debt raising.
  • Played a central role in negotiation processes, fostering collaborative relationships with founders and management teams to facilitate successful outcomes.
  • Led comprehensive financial analysis, due diligence, and transaction structuring efforts, optimising deal terms and mitigating risks to maximise value for clients.
  • Developed comprehensive operating models, deal documents and client presentations to assist with facilitating a transaction
  • Demonstrated exceptional project management skills, orchestrating multiple deals simultaneously and adhering to strict timelines and deliverables.
  • Mentored and managed a dedicated team of 2 Analysts, providing leadership and guidance to ensure seamless deal execution and client satisfaction.

Senior Accountant, Business Services & Insolvency

Vincents Chartered Accountants
01.2008 - 10.2011
  • Tax preparation for Sole Traders, Company, Partnership and Trusts.
  • General tax duties.
  • Investigative Accounting (IA) Reports.
  • Business valuations.
  • Financial Modelling.
  • Expert Witness Reports.

Education

Chartered Financial Analyst -

Brisbane
01.2023

Institute of Chartered Accountants in Australia - undefined

Brisbane
01.2013

Bachelor of Commerce - Accounting & Finance

James Cook University
01.2007

Skills

  • Financial Modeling and Valuations
  • Mergers & Acquisitions
  • Portfolio Analytics
  • Treasury & Cash Flow Management
  • Business Case Development
  • Data Analysis & Presentation
  • Compliance & Reporting
  • Strong Commercial Acumen
  • Exceptional Communication
  • Exceptional problem solving and analytical decision-making skills, including the ability to identify and navigate potential risks
  • Strong project management and planning skills, including project scheduling and budgeting
  • Business case development and strategic report writing for Executive/Board level
  • Complex financial modeling - corporate and project finance
  • Strong communication skills with a focus on driving results through collaboration
  • Excellent time management and meeting of deadlines
  • Attention to detail and inquisitive mindset
  • Ability to work independently as part of a wider team and adapt in a fast-paced environment
  • Focused on building strong relationships and helping team members achieve their best
  • Financial systems implementation
  • Cash flow management
  • Working capital management
  • Debt financing
  • Mergers and acquisitions
  • Capital allocation
  • Strategic planning
  • Financial modeling

Timeline

Head of Corporate Finance

Oak Tree Group
01.2024 - Current

Senior Financial Analyst

Australian Agricultural Company
02.2022 - 09.2022

Financial Analyst

Reamped Energy
08.2020 - 01.2022

Management Consultant

Keystone Executive Coaching
01.2020 - 01.2024

Financial Controller

Property Vine
11.2019 - 08.2020

Financial Planning & Analysis Manager

National Storage
10.2015 - 11.2019

Senior Analyst, Corporate Finance & Restructuring

Deloitte
01.2011 - 10.2015

Senior Accountant, Business Services & Insolvency

Vincents Chartered Accountants
01.2008 - 10.2011

Institute of Chartered Accountants in Australia - undefined

Brisbane

Bachelor of Commerce - Accounting & Finance

James Cook University

Chartered Financial Analyst -

Brisbane

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Mitchell Thomas Tagney