Chloe Jones Email & Phone Number

Personal finance writer and contributing author for financial related insights.

Melbourne, Victoria, Australia

Strategic Leadership: Develops and implement strategic plans to drive growth, profitability, and competitive advantage within the financial services sector.Team Management: Leads, mentors, and develops teams across various departments, fostering a culture of excellence, innovation, and continuous improvement.Financial Oversight: Oversees financial operations, including budgeting, forecasting, and financial reporting. Ensures financial strategies align with organizational goals and comply with regulatory standards.Risk Management: Identifies, assess, and mitigates financial and operational risks. Implements robust risk management frameworks in line with Australian financial regulations.Product and Service Management: Oversees the development, launch, and management of financial products and services. Ensures offerings meet customer needs and regulatory requirements.Stakeholder Relations: Builds and maintains strong relationships with key stakeholders, including clients, regulatory bodies, and industry partners. Act as a key spokesperson for the organization in financial matters.

Australia

- Leads the development and implementation of strategic financial plans to support organizational growth and stability. Analyses market trends and financial forecasts to inform strategic decisions.- Oversees the preparation of comprehensive financial reports, including profit and loss statements, balance sheets, and cash flow statements. Provides insightful analysis to senior management and stakeholders.- Directs the formulation of budgeting processes, including setting annual budgets, forecasting, and variance analysis to ensure financial objectives are met.- Mentors and leads finance teams, fostering a culture of continuous improvement and professional development. Ensures the finance team's skills and knowledge are up-to-date with current financial practices and technologies.- Acts as a key financial advisor to senior management, providing strategic insights and recommendations. Builds and maintain relationships with external stakeholders, including investors, financial institutions, and regulatory bodies.

New South Wales, Australia

- Conducts detailed financial analysis to support business decision-making. Prepares and presents financial reports to management and clients, highlighting trends, forecasts, and financial health.- Develops and manages budgets, forecasts, and financial plans, working closely with various departments to ensure financial objectives are met.- Ensures all financial practices comply with Australian laws and regulations. Identify financial risks and develop strategies to mitigate them.- Provides advice on investment strategies, financial planning, and portfolio management to optimise financial performance and meet financial goals.

- Builds and maintains strong relationships with clients, understanding their financial needs and providing personalised banking advice.- Recommends and sells banking products and services (such as loans, credit cards, and savings accounts) that meet clients' financial goals.- Oversees client accounts, including opening, closing, and managing accounts, as well as handling queries and resolving issues.- Ensures all banking activities comply with the relevant laws, regulations, and policies, including Anti-Money Laundering (AML) and Know Your Customer (KYC) requirements.- Assists clients with financial planning and investment decisions, providing insights on market trends and financial products.

Master Of Business Administration - Mba, Business And Personal/Financial Services Marketing Operations

Bachelor'S Degree, Finance