Tristan Farnworth
Sydney,NSW
Summary
Highly motivated and detail-oriented with a solid foundation in finance and credit analysis, coupled with hands-on experience in consulting. An effective and versatile team member with a proven track record of delivering high-quality results in fast-paced environments. Demonstrate strong communication skills, both written and verbal, with the ability to build and maintain relationships with clients and stakeholders. Currently pursuing a Bachelor's Degree in Commerce (Finance and Accounting) looking forward to leveraging academic knowledge and experience to advance professionally within the banking/financial sector.
Overview
2
2
years of professional experience
Work History
Consultant
180 Degree Consulting – Macquarie Branch
02.2024 - Current
- Worked collectively with a team to tackle complex challenges frequently confronted by non-profits and NGOs.
- Conducting in-depth research to develop innovative, practical, and sustainable solutions
- Collaborated with clients to assess individual requirements and provide customised solutions
- Developed practical expertise in the implementation of up-to-date consulting methodologies and frameworks
- Cultivated professional relationships with industry partners and sponsors to enhance career development opportunities.
- Achieved successful presentations of key findings and recommendations to stakeholders
SMB Account Manager
ORIX Australia Corporation Ltd
08.2023 - Current
- Executed comprehensive account management for clients' fleets by overseeing the operations of managed and leased vehicles. Developed a strong understanding of vehicle acquisition, maintenance, utilisation, and disposal to meet clients' needs seamlessly.
- Negotiated contracts with manufacturers, dealers, and service providers to strengthen relationships while ensuring the company received quality services and maintained required returns.
- Conducted fleet analysis to enhance vehicle utilisation and identify cost-saving prospects
- Effectively communicated with internal stakeholders, showcasing strong communication and customer service abilities. Ensured client satisfaction by understanding their needs and delivering exceptional service.
Junior Credit Analyst
ORIX Australia Corporation Ltd
12.2022 - 08.2023
- Collaborated with Senior Credit Analysts and Group Credit Manager to execute various tasks in Small & Medium Businesses and company's largest credit facilities
- Evaluated financial statements and interpreted balance sheets to analyse the financial health of different companies and business structures.
- Evaluated client creditworthiness by assessing financial metrics, payment behaviour, and risk profiles using Microsoft Excel, Equifax reports, and internally generated reports
- Enhanced proficiency in establishing or improving credit options, evaluating appropriate terms and minimizing risk through term variations
- Performed comprehensive annual reviews of Fleet accounts at facilities up to $2M. Gathered and merged pertinent reports and information on clients' financial data and positioning.
Junior Accountant
Key Solutions Group (KSG)
06.2022 - 10.2022
- Collaborated with senior managers and partners at KSG on a wide range of tasks for diverse clients such as individuals, businesses, Trusts, and self-managed super funds.
- Prepared, lodged, and updated tax returns using accounting software and applications such as MYOB, Xero, and Microsoft Excel at KSG.
- Tracked and recorded expenses, ensuring accurate and up-to-date financial records were maintained
- Assisted with the preparation and collaboration of audit reports
- Performed monthly, quarterly, and annual accounting activities for businesses including GST reconciliations
- Source and consolidate relevant reports and information relating to individual and SMSF investing activities.
Education
Bachelors Degree in Commerce - Finance And Accounting
Macquarie University
11.2024
Graduated in 2020 -
St Pius X College, Chatswood
Skills
- Outgoing Personality
- Integral people and listening skills
- Ability to work effectively and efficiently in both groups and individually
- Flexible and resourceful
- Ability to acquire knowledge quickly and accurately
- Proficient in Microsoft suite, Xero, MYOB, Equifax and Illion
- Meticulous attention to detail
- Problem-solving skills
Timeline
Consultant
180 Degree Consulting – Macquarie Branch
02.2024 - Current
SMB Account Manager
ORIX Australia Corporation Ltd
08.2023 - Current
Junior Credit Analyst
ORIX Australia Corporation Ltd
12.2022 - 08.2023
Junior Accountant
Key Solutions Group (KSG)
06.2022 - 10.2022
Bachelors Degree in Commerce - Finance And Accounting
Macquarie University
Graduated in 2020 -
St Pius X College, Chatswood
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