ROWENA FITZSIMONS
Turner,ACT
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills eager to secure position within local community.
Detail-oriented team player with strong organizational skills. Ability to handle multiple tasks simultaneously with a high degree of accuracy.
Practiced at driving improvements to quality, productivity and service, demonstrated over 17 years of banking experience.
Results-driven candidate with successful track record of providing administrative support in busy office environments.
Overview
23
23
years of professional experience
Work History
Budgets & Reporting Analyst
Defence Force
06.2023 - Current
- Forecast expenditures and revenues to establish department's financial position by examining and analyzing financial reports and discussing financial data and future requirements.
- Participated in annual close-out process to assist fiscal services management by preparing required documents and performing transaction research.
- Interacted with internal and external divisions and branches in office setting.
- Conduct financial modelling and analysis to identify and assess risks in business operations.
- Deliver guidance on financial regulations and requirements.
- Produce financial statements and reports to comply with regulations.
- Analyze financial trends and provide detailed financial reports to management.
- Track budget forecasts and monitor budget performance.
Practice Manager
Capital Assessment & Therapy Centre
06.2021 - 05.2023
- Managed daily practice operations to optimize appointment scheduling, patient records management and billing functions.
- Provided outstanding support to entire staff which helped improve process flow and boosted efficiency.
- Provided supervision and management to team of support personnel.
- Boosted staff morale by offering constructive feedback and specific direction.
- Addressed and remedied all patient or team member issues.
- Developed and implemented strategies to improve patient access, satisfaction and care quality.
- Oversaw accounting, budgeting, and financial reporting.
- Created and implemented organizational policies and procedures.
- Established and maintained effective communication with staff, physicians and community organizations to promote high quality patient care.
Mobile Lending Manager
IMB Bank
07.2017 - 05.2021
- Made recommendations after completing prospects' loan analysis.
- Advised clients of financial services that could prove to be beneficial.
- Analyzed financial statements and tax returns to complete underwriting process.
- Approved and underwrote consumer loans for lines of credit and home equity.
- Oversaw entire loan process to provide each client received exceptional service.
- Complied with established internal controls and policies.
- Established internal audit procedures to validate and improve accuracy of financial reporting.
Business Banking Manager
NAB
03.2013 - 07.2017
- Met with customers to assess needs and propose customized solutions.
- Delivered exceptional experience and maintained productive relationships with area small businesses.
- Provided leadership and direction to grow team portfolio and increase revenue.
- Structured and finalized secured and unsecured loans.
- Established internal audit procedures to validate and improve accuracy of financial reporting.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Designed and maintained financial models to identify and measure risks.
Business Transactional Banking Specialist
NAB
07.2012 - 03.2013
- Met with customers to assess needs and propose customized solutions.
- Delivered exceptional experience and maintained productive relationships with area small businesses.
- Provided leadership and direction to grow team portfolio and increase revenue.
- Structured and finalized secured and unsecured loans.
Business Banking Associate
NAB
06.2006 - 07.2012
- Developed valuation for complex transactions across variety of sectors.
- Developed and reviewed written pitch and marketing materials for client meetings.
- Created financial models and analyzed financial statements.
- Managed execution of transactions by coordinating diligence and presentations across multiple stakeholders.
- Spotted problems, generated options and recommended solutions.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Prepared contracts and related documentation according to strict standards.
- Developed advanced product knowledge to share current information while generating and delivering products quotes.
Customer Service Officer
NAB
07.2004 - 06.2006
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
- Assisted call-in customers with questions and orders.
- Communicated with clients regarding account services, statements, and balances.
- Processed various transactions with accuracy and according to bank standards and legal requirements.
- Assisted customers with navigating bank systems, completing transactions and opening or closing accounts.
- Strengthened customer relationships by upholding strict standards and delivering fast, friendly customer service.
- Educated customers about available services, products and bank resources.
- Addressed customer inquiries, requests and complaints with courtesy and professionalism.
- Answered bank phone lines and directed customers to appropriate department to address concerns.
- Consulted with customers on individual needs and offered solutions aligned with individual situations and preferences.
- Stayed current on banking products, services and regulations to continue delivering top-notch service and support.
- Went above and beyond with service to promote loyalty and support bank goals.
- Reached out to existing bank customers and offered personalized support for different needs.
- Trained and mentored new banking personnel on customer service strategies, supporting group performance goals.
- Collected feedback from customers to help improve service delivery and banking processes.
- Monitored transactions for compliance with regulations and identified supervisor of discrepancies.
- Responded proactively and positively to rapid change.
Events Coordinator
Australian National University & CSIRO
01.2001 - 10.2004
- Coordinated schedules and timelines for events.
- Managed event logistics and operations.
- Brainstormed and implemented creative event concepts and themes.
- Managed administrative logistics of events planning, event booking, and event promotions.
- Assisted in development and implementation of new menus to offer variety and options to customers.
- Managed staff schedules and maintained adequate coverage for all shifts.
- Oversaw food preparation and monitored safety protocols.
- Coordinated with catering staff to deliver food services for special events and functions.
Education
Ongoing Batchelor of Education (Primary) - Inclusive Education
Central Queensland University
BundabergCertificate in Commercial Credit -
Moody's Analytics
2012
Accounting For Lenders -
Moody's Analytics
2011
Certificate IV in Financial Services -
Swinburne University
2005
Year 12 Certificate -
Lake Ginninderra College
2000
Skills
- Relationship Management
- Financial Analysis
- Complaints Resolution
- Account Management
- Regulatory Compliance
- Policy and Process Improvement
- Project Coordination
- Business Administration
- Security Conscious
- Adaptability & Resilience
- Strategic Analysis
Timeline
Budgets & Reporting Analyst
Defence Force
06.2023 - Current
Practice Manager
Capital Assessment & Therapy Centre
06.2021 - 05.2023
Mobile Lending Manager
IMB Bank
07.2017 - 05.2021
Business Banking Manager
NAB
03.2013 - 07.2017
Business Transactional Banking Specialist
NAB
07.2012 - 03.2013
Business Banking Associate
NAB
06.2006 - 07.2012
Customer Service Officer
NAB
07.2004 - 06.2006
Events Coordinator
Australian National University & CSIRO
01.2001 - 10.2004
Ongoing Batchelor of Education (Primary) - Inclusive Education
Central Queensland University
Certificate in Commercial Credit -
Moody's Analytics
Accounting For Lenders -
Moody's Analytics
Certificate IV in Financial Services -
Swinburne University
Year 12 Certificate -
Lake Ginninderra College
Similar Profiles
Byron TourleByron Tourle
Marine Technician at Defence ForceMarine Technician at Defence Force
Shalena MegsonShalena Megson
Drone Operator at Defence ForceDrone Operator at Defence Force
Connor BarnesConnor Barnes
0311 Infantry Rifleman at Defence Force0311 Infantry Rifleman at Defence Force
RANJAN KUMAR SAHURANJAN KUMAR SAHU
Administrative Officer at Defence ForceAdministrative Officer at Defence Force
Dominic DeeganDominic Deegan
Concrete Laborer at Mario Fabris LandscapingConcrete Laborer at Mario Fabris Landscaping