Microsoft Excel
Shirley Wessels
Business Analyst / Commercial Analyst
Perth,WA
Summary
Skilled Analyst offering over 15 years of professional experience in various industries such as energy and utilities, A well-rounded, commercially astute with demonstrable high performer qualities. An intuitive, self-starter, autonomous and methodical problem solver combined with analytical and computing skills and strive for continuous business and process improvement. Bringing expertise in financial modelling and commercial analysis, along with excellent interpersonal communication, relationship-building and team leadership abilities. Results-driven and proactive with demonstrated record of accomplishment in meeting and exceeding sales and revenue objectives.
Overview
19
19
years of post-secondary education
15
15
years of professional experience
Work History
Market Analyst, Business Development
ATCO Gas Pty Ltd
Jandakot, WA
06.2018 - 06.2021
- Primary role as conduit for BD team to collaborate with Engineering, Finance, Regulatory and Legal teams to establish and agreed structure for processes and procedures.
- Developed and implemented processes to establish agreed workflows and procedures with stakeholders, resulting in responsibilities and accountabilities to drive outcomes.
- Identified and rectified processes post implementation, providing stakeholders with more certainty and clarity.
- Created Energy Analysis Models to analyse large volume of data and outlining findings for use by BD Managers and customers to make informed decisions for future business plans.
- Collected energy usage data to broaden results and optimize marketing strategies.
- Tracked key metrics and developed reports and dashboards in Salesforce.
- Worked closely with BD Managers to create and maintain energy analysis tools and materials for sales presentations and client meetings.
- Prepare NPV analysis, conduct due diligence and seek capital approvals for proposed projects.
- Prepare business cases, capital expenditure requests and contracts for final execution for management approvals.
- Completed and submitted monthly and yearly BD performance reports to support executive decision making.
- Performed energy research to uncover potential target areas, markets and industries to increase customers' knowledge of product technologies.
- Worked with customers to increase purchases of products and services, resulting in increased asset utilisation and market penetration rates.
Business Analyst
Puma Energy
Brisbane, QLD
08.2017 - 02.2018
- Created and maintained financial models for Commercial & Pricing teams with annual budgets and monthly forecasts.
- Used Qlikview and Power BI to monitor daily performance of commercial fuel and lubricants business segments.
- Prepared and analysed revenue variance, financial metrics, business pipeline and trends.
- Created and monitored daily and monthly dashboards and reports to Management for monthly sales projection and annual forecasting.
- Provided commercial and analytical support for capital expenditure proposals and financial modelling for capital projects.
- Sought business improvement opportunities to improve existing financial models, pricing tools and reports and increase efficiency to reporting.
- Conducted interviews with key business users to collect information on business processes and user requirements.
Commercial Analyst
Kleenheat
Perth, WA
01.2016 - 08.2016
- Coordinated and evaluated capital projects by assessing key commercial and financial issues and business risks impacting the project and determined mitigating actions to reduce identified risks.
- Provided analytical and commercial assessment for project compatibility with overall business objectives.
- Coordinated and managed 5-year Corporate Planning and Annual Budget and Forecast.
- Collaborated with business units in development of commercial targets.
- Provided insights to Management Accountant for monthly reporting and analysis of business unit’s operational performance.
- Championed commercial awareness and competency in business unit.
Energy Analyst
Kleenheat
Perth, WA
01.2015 - 12.2015
- Provided commercial and analytical support to Manager – Electricity.
- Revamped existing pricing model and made continuous improvements to pricing models.
- Created different pricing scenarios to cater for various customers’ needs.
- Developed cost comparison models to suit different end users with varying levels of competencies.
- Developed and established WA wholesale electricity trading in Short Term Energy Market (STEM).
- Provided commercial and pricing inputs for tender submissions.
- Provided mentoring and training to Sales team and junior staff members.
- Developed analytical models, sales reports and dashboards for weekly and monthly reporting.
- Assisted Management Accountant with revenue and cost for month end reporting.
- Participated in development and shaping of processes to embed regulations and compliance requirements for SME segment.
- Developed new forms and templates to meet compliance and audit requirements.
- Facilitated contract reviews and discussions with Legal team.
- Maintained external relationships with suppliers, customers, energy consultants and regulatory bodies.
Special Project Officer
Energy Action
Sydney, NSW
04.2014 - 01.2015
- Delivered Online Energy Trading Platform to WA retailers on time.
- Provided critical inputs and energy advisory into design and implementation of online auction platform to expand business into WA.
- Provided energy and pricing advisory to Management and IT team on various WA pricing models.
- Developed and implemented new processes to aid in price discovery of offers.
- Reviewed and analysed existing electricity and gas pricing models for improvements.
- Developed new electricity and gas pricing and analytical models.
- Prepared and communicated quantitative and qualitative tender outcomes.
- Engaged in contract negotiations with electricity and gas retailers.
- Developed and prepared tailored reports to meet clients’ requirements.
- Delivered training to existing staff on energy matters such as pricing, regulatory and compliance, contract negotiations and coaching.
Energy Analyst
Kleenheat
Perth, WA
06.2012 - 03.2014
- Provided analytical and commercial support to Commercial Manager and Sales Manager.
- Managed energy portfolio with annual revenue of approx. $150m.
- Streamlined billing process and increased speed to billing by 10 working days and reduced working capital requirements.
- Prepared month end accruals, variance analysis, annual budgets and forecasts.
- Managed and coordinated energy tenders and submissions.
- Provided assistance for external audits of carbon emission reporting.
- Contributed to Kleenheat's market entrance into natural gas retail market in WA.
- Developed and implemented gas and electricity pricing models.
- Conducted margin analysis and provide commercial advice to Sales team.
- Developed numerous reports for different reporting requirements and stakeholders.
- Provided training and mentoring to junior sales analyst and Sales team.
- Maintained professional relationships with suppliers, customers, energy consultants and regulatory bodies.
Energy Market Analyst
Alinta
Perth, WA
06.2010 - 06.2012
- Managed and prepared quarterly budget and forecasting models.
- Conducted in detailed segmented profit analysis and findings.
- Prepared monthly electricity sales volume forecast and revenue accruals.
- Prepared and compiled weekly business report to Management.
- Analysed and reported on demand and supply of retail portfolio and customers’ consumption patterns.
- Prepared and provided gas and electricity pricing for Sales team.
- Contributed to regular presentations for senior managers and directors.
- Documented processes for Budgeting and Forecasting models.
- Provided analytical and commercial support to other business functions.
Senior Business Analyst
Horizon Power
Bentley, WA
10.2008 - 06.2010
- Managed Cost to Serve model and analysis for product development and pricing.
- Reviewed and recommended product tariffs, commercial pricing and annual charges.
- Managed and coordinated development of demand and energy forecasting project.
- Analysed customer data and information for customer segmentation.
- Provided customer information to internal and external queries.
- Conducted market and industry research for modelling and analysis.
- Reviewed and reported monthly expenditure and variance analysis.
- Provided commercial support and peer reviews for other projects.
- Provided inputs in preparation of business cases and executive submissions.
Business Analyst
Horizon Power
Bentley, WA
08.2007 - 10.2008
- Contributed to design and development of approved business support systems, processes and ongoing administration and maintenance.
- Analysed and reported on operational and financial data and information.
- Performed business research and analysis to identify and recommended opportunities for improvement in operational and financial management.
- Developed and maintained effective relationships with stakeholders.
- Performed financial modelling and economic analysis for projects.
- Provided timely and accurate monthly financial reports for Generation Services to support compliance, regulatory and operational requirements.
- Coordinated and prepared annual long term capital and operating budgets.
Finance Officer
Horizon Power
Bentley, WA
11.2006 - 08.2007
- Coordinated month end process to ensure timely close off of accounts such as processing standard and tax journals.
- Performed monthly general ledger reconciliations and quality checks.
- Assisted with monthly financial reporting and analysis.
- Contributed in redesign, implementation, testing and training stages of new Chart of Accounts project.
- Provided financial analysis to Financial Controller and Senior Business Analysts and other business units for finance queries.
Assistant Accountant
Clough Engineering
Perth, WA
05.2006 - 11.2006
- Assisted in accounts receivable / payable, cash management and general ledger functions for division.
- Prepared journal entries for posting to general ledger and reconciliations.
- Allocated costs and process invoices for intercompany charge outs to projects.
- Monitored status of accounts receivable and payable to facilitate prompt processing.
- Maintained fixed asset register.
- Prepared monthly overhead reports.
- Contributed to monthly management reporting, statutory and taxation reporting.
Risk & Insurance Officer
Clough Engineering
Perth, WA
09.2004 - 05.2006
- Assisted Group Risk Manager to ensure business units’ personnel, equipment and activities are adequately risk managed.
- Prepared monthly management reports and provided budgets and forecasts to internal stakeholders.
- Reviewed contracts and agreements to identify potential risks and mitigation strategies.
- Maintained insurance registers and records for loss and premium history.
- Advised Managers and Business Units on insurance matters for reducing liability and preventing losses.
- Maintained and updated Group Insurance Manual and Guideline.
- Organised timely issuance of insurance certificates for projects' commissioning, mobilisation and decommissioning.
- Prepared billings and payments on timely basis.
Education
Graduate Diploma of Business -
CPA
Australia 07.2017 - 12.2021
Graduate Diploma of Applied Finance -
Kaplan
Australia 07.2010 - 12.2014
Master of Professional Accounting -
University of Notre Dame Australia
Fremantle, WA 07.2004 - 06.2009
Bachelor of Economics -
University of Western Australia
Perth, WA 07.2001 - 12.2003
Diploma of Risk Management & Insurance -
Nanyang Polytechnic
Singapore 07.1998 - 06.2001
Skills
Financial Modelling
undefinedSoftware
Microsoft Word
Microsoft Powerpoint
Microsoft Access
Cognos
Power BI
Qlikview
Salesforce
Microsoft Excel VBA
Timeline
Market Analyst, Business Development
ATCO Gas Pty Ltd
06.2018 - 06.2021
Business Analyst
Puma Energy
08.2017 - 02.2018
Graduate Diploma of Business -
CPA
07.2017 - 12.2021
Commercial Analyst
Kleenheat
01.2016 - 08.2016
Energy Analyst
Kleenheat
01.2015 - 12.2015
Special Project Officer
Energy Action
04.2014 - 01.2015
Energy Analyst
Kleenheat
06.2012 - 03.2014
Graduate Diploma of Applied Finance -
Kaplan
07.2010 - 12.2014
Energy Market Analyst
Alinta
06.2010 - 06.2012
Senior Business Analyst
Horizon Power
10.2008 - 06.2010
Business Analyst
Horizon Power
08.2007 - 10.2008
Finance Officer
Horizon Power
11.2006 - 08.2007
Assistant Accountant
Clough Engineering
05.2006 - 11.2006
Risk & Insurance Officer
Clough Engineering
09.2004 - 05.2006
Master of Professional Accounting -
University of Notre Dame Australia
07.2004 - 06.2009
Bachelor of Economics -
University of Western Australia
07.2001 - 12.2003
Diploma of Risk Management & Insurance -
Nanyang Polytechnic
07.1998 - 06.2001
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