Head of Finance and Operations with expertise in strategic financial management and operational oversight. Proven record identifying and addressing business critical risks and maintaining operational governance and industry specific compliance through stakeholder collaboration and decisive leadership.Providing the financial architecture necessary to support organisational objectives and proactively mitigating potential financial risks. Strategically coordinates internal workflows across business units and stakeholders. Manages pre-contract responsibilities, coordinating project teams and overseeing the delivery of projects to clients, crafting policies, contributing to multimillion-dollar tender solution designs, developing budgets, maintaining cashflow forecasts, preparing payroll, State and Federal Tax, and BAS as well as maintaining labour hire licenses and industry specific insurances.

Financial Planner specialising in SME, SMSF, and retail clients. Establishing and nurturing long-term client relationships to provide strategic Financial Advice. Forecasting and monitoring the progress of clients’ long-term financial objectives and keeping them on track while being adept at managing complex stakeholder relationships. Generating reports and providing financial analysis and risk mitigation advice. Strategic analysis of insurance contracts and pricing from various vendors to be applied in the context of a client’s overall financial strategy and personal circumstances.Key Contributions:• Developing and implementing community engagement strategies to promote services.• Developing and implementing strategic direction for the organisation’s client risk strategy. • Providing regular material as a subject matter expert, significantly increasing the organisation’s social media presence.• Extending professional networks, increasing the lead generation for the firm.

Devising and executing strategies tailored to clients with diverse net worth and life stages. Specialist risk writing role with a strong focus on Self-Managed Superannuation Funds (SMSFs). Monitoring client files and ensuring ongoing compliance with industry specific regulations.Key Contributions• Seamlessly transitioning clients from one business to another following the acquisition of a new Client book through effective relationship management. • Increased awareness of the organisation’s value proposition by leveraging community engagement.

Responsible the financial planning relationships across five separate branches spanning a wide geographical area.Key Contributions:• Development and implementation of a comprehensive strategy to increase financial planning penetration within the region through the engagement of community stakeholders and local employers.• Developed, implemented, and facilitated training programs to increase the confidence of various stakeholders, including branch, lending, and agribusiness staff, leading to an increase in positive perception and lead generation.