Dan R. Email & Phone Number

Sydney, Nsw, Au

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

As Senior Growth Manager at Valiant Finance, I spearheaded key initiatives within our distribution team to drive profitability and growth. My accomplishments include:Operational Improvements:Implemented a new operational model, resulting in a significant profitability increase of approximately 180%.Improved Unit Economic Growth:Partnered with the Chief Growth Officer to develop pricing changes and marketing strategies, boosting net revenue per settlement by 5-20%.Process Optimization: Documented administrative tasks into Standard Operating Procedures (SOPs) and trained offshore agents, allowing onshore sales teams to focus primarily on sales activities. This change resulted in the offshore team improving connected calls to converted leads from 34% to 55%. Automated Contact Management: Created a model that automatically generated a list of contacts for Business Development Managers (BDMs) based on specific criteria such as last touchpoints and milestones. This ensured regular contact and activity, enhancing client engagement and collaboration with Valiant.

Sydney, New South Wales, Australia

As a Growth Manager, my key accomplishments include:Implemented Robust Reporting Framework:Developed live Salesforce reports for Business Development Managers (BDMs) to track earnings and progress towards targets in real-time.Established Quality Assurance Framework:Designed and implemented a comprehensive quality assurance framework for the offshore team in Manila, ensuring adherence to standard procedures through tailored solutions from a thorough GAP analysis.Conducted Insightful Partner Interviews:Performed qualitative interviews with B2B partners and quantitative data analysis using tools like Excel to identify improvement opportunities and optimize workflow.Led a Team of Account Managers:Redefined roles, developed KPIs focused on call activity and conversion metrics, and established monthly training sessions to enhance team performance and productivity.

Sydney, New South Wales, Australia

Having been promoted to a team lead position, I managed a team of 16 onshore officers while working with multiple stakeholders to ensure a seamless transition once St. George Auto FInance announced its sale to Angle Auto.

Sydney, Australia

Responsible for managing the workflow handled by the operations team, ensuring efficient and timely SLAs. The biggest achievement included transitioning tasks from the offshore team back to the onshore team during the height of Covid-19, documenting over 10 BAU tasks and training new officers, demonstrating adaptability and leadership.

Sydney, Australia

St. George Auto Finance offered lending to automotive dealerships across Australia. As an operations officer, I provided support to business managers and dealerships with day-to-day enquiries on any finance applications and fleet management administrative tasks.

Sydney, Australia

Konica Minolta is an international provider of integrated print hardware and software solutions. I completed an internship with the credit department and was entrusted with the following responsibilities: - • Formulate an up-to-date credit policy to reflect new procedures and policies adopted by Konica Minolta.• Performed banking reconciliations and assisted credit officers perform daily allocation duties via SAP and Microsoft Excel.• Prepare invoices for clients.• Contact clients via telephone regarding payment for contracts.

Sydney, Australia

APP Securities is an Australian stockbroking & investment banking firm. Working in the equity research department, my duties included: -• Evaluate equities by predominantly using fundamental analysis.• Construct Multi Stage Dividend Discount Models (DDM) financial models (via Microsoft Excel) of designated companies for senior analyst.• Prepare and publish AM reports for the daily meeting for other departments and clients.

Kuala Lumpur, Malaysia

Sage 3 Capital, is a financial firm which deals with debt restructuring, the procurement of banking facilities and Corporate Finance advisory. As an intern, I was entrusted with various responsibilities: - • Preparation of reports.• Conduct research on firm’s client companies.• General office assistance, i.e. photocopying and mailing documents.

Bachelor Of Applied Finance With The Degree Of Bachelor Of Economics, 3.5/4.0

The Bachelor of Applied Finance and Bachelor of Economics, have been approved by Australian Securities and Investments Commission.

Gce A-Levels, Mathematics, Chemistry, Physics And Biology