Ben David Email & Phone Number

Adelaide, SA, AU

Adelaide, South Australia, AU

• Coordinate and manage the development and submission of tender responses in accordance with internal Lifecycle Management policies and procedures.
• Prepare bid management plan and communicate bid strategy, bid team roles and responsibilities for the capture team.
• Support Capture Managers by planning and arranging bid team, subcontract, phase review and approval discussions in accordance with capture plan.
• Identify, scope and sequence all relevant bid activities to meet review and submission timelines.
• Implement corrective action to mitigate schedule slippage.
• Ensure all customer solicitation requirements are identified and addressed in an appropriate proposal document structure.

Melbourne, Victoria, AU

• Advise & deliver TWC specialist products and services within a defined B&PB coverage region.
• Identifying customer needs and matching to appropriate solutions in line with the customers aspirations and trade cycle via a thorough review of a customer’s cash flow performance, budgeted projections, and associated.
• Deliver TWC capability to internal stakeholders to increase awareness & ability to support customers working capital requirements through TWC solutions.
• Building awareness of NAB expertise and specialisation by developing relationships and delivering capability to customer advisors and external stakeholders.
• Actively advising clients who trade internationally on risk mitigation when importing and exporting as well as awareness regarding sanction and embargoes.
• Ensuring that solutions provided meet appropriate return on equity (pricing for risk)

Adelaide, South Australia, AU

• Deliver robust pricing by planning & developing the estimate build-up in accordance with company policy & processes, using a combination of various statistical modelling and estimation techniques.
• Convene & conduct appropriate estimating and pricing reviews in accordance with company life cycle management processes.
• Review & provide feedback to basis of estimate authors on all bids and major contract change proposals.
• Develop bid related price and financial input summaries for management reviews in association with the commercial, finance and project management functions.
• Lead pricing negotiations with commonwealth financial investigation service reviews.
• Ensure integrity of all price proposals through detailed reviews and stringent analysis.

Sydney, NSW, AU

• Foreign Exchange product specialist servicing a corporate client base by communicating market summaries, advising market conditions, executing trades and proactively identifying client’s requirements.
• Providing importers & exporters with market insights, guidance and risk management solutions to manage their foreign exchange exposures.
• Drive banker engagement by educating them about in-house FX offering/platforms, alongside setups of in-house dealing platforms for new to bank client's using FX as a lead in product.
• Detailed analysis to recognise market trends and opportunities to up-sell, and communicating the information to clients and the banker network.
• Cold calling and client prospecting to actively develop and build new business pipeline, as well as win back existing customers that are using a third party provider for their FX transactions.
• Identification of market and portfolio risks to protect and optimise the relationship between client and business.

• Pricing and dealing of spot, forward, and option hedging solutions to meet the needs of SME corporate clients.
• Proactively managing and servicing an existing corporate importer/exporter client base by communicating market summaries, advising market conditions, executing trades and proactively identifying client requirements.
• Thorough analysis on daily market movements, overnight news events and key local and international data releases to recognise market trends and opportunities to up-sell products and services such as overnight orders.
• Relationship management through applying sales skills to develop and grow the client base, focusing on customer retention, and being alert and responsive to any threat of competition from other FX providers..
• Identify, pursue and establish new corporate FX business opportunities and communicate appropriate FX solutions.
• Working in a close knit dealing team to meet both individual and team monthly, quarterly and annual revenue targets.

Barangaroo, New South Wales, AU

• Timely and accurate preparation and completion of equity and fund reconciliations across a variety of functions and systems on a daily, weekly and monthly basis.
• Critical attention to detail to ensure all discrepancies & breaks are promptly investigated and appropriately cleared in an accurate and efficient manner.
• Generating operational reports between systems to deliver information to internal and external clients to facilitate effective record keeping.
• Client and management specific reporting on a daily, weekly and monthly basis on reconciliation breaks for audit and risk analysis.
• Creating and maintaining excel spreadsheets, databases and reports to track and balance monthly activity.
• Sound expertise in complex back office functions across Westpac through liaisons with unit pricing, new loans, settlements, broking, corporate actions as well as external fund managers for trade and rework resolutions.

• Assisting in the professional management of an allocated portfolio of commercial banking customers through operational, administrative and analytical functions.
• Assisting senior account executive and relationship manager in analysing, structuring and documenting new and existing commercial lending proposals to maximize profitability and client satisfaction, while minimising.
• Cooperative liaisons with other departments such as securities and major client group to ensure all supporting documentation is completed in compliance with the Bank’s lending policies and procedures.
• Structured & accelerated training on basic credit analysis, financial statements, analysing business and personal tax returns, analysing cash flow, structuring commercial loans, managing a commercial loan portfolio.
• Identifying opportunities for operational process improvement with recommended solutions.
• Completing reporting, administration and systems maintenance in a timely, accurate and professional manner.

Sydney, NSW, AU

• Collecting debt by telephone, carrying out tasks associated with the disconnection process on overdue accounts
• Account management by following up on individual portfolios of outstanding accounts and maintaining office back logs, to ensure debt collection targets are met/exceeded.
• Assessing risk for the business on accounts outstanding, scheduling for disconnection as appropriate in line with company and retail rules and regulations.
• Prioritising daily work according to highest dollar value to ensure maximum returns for the business
• Maintaining relationships with internal customers and ETSA utilities, delegating responsibilities and work as appropriate to ensure disconnection KPI targets are met on a daily basis

Sydney, NSW, AU

• High energy inbound/outbound telephone collections, navigating through multiple computer systems.
• Educating & negotiating customers around meeting repayment obligations to achieve a mutually beneficial outcome at the first contact.
• Empathise with customers to deal with a variety of monetary and personal problems.
• Meet all targets for efficient call times, number of dollars collected, and high levels of customer service.

Education record

Bachelor Of Commerce (Bcom), Corporate Finance

Diploma Of Financial Markets (Core)

Diploma Of Financial Markets (Foreign Exchange Markets)

Diploma Of Financial Markets (Foreign Exchange Markets)

Diploma Of Financial Markets (Debt Markets)

Career Qualified In Banking (Cqib) - Professional Banking Fundamentals, Banking, Corporate, Finance, And Securities Law