Jasmine Sim Email & Phone Number

Auckland, New Zealand

Auckland, New Zealand

Lead +100 contact centre teams in managing Hardship, Collections and Deceased Estate. Navigated through unprecedented support packages for customers impacted by Covid19. Transform engagement model with collection agencies.

Auckland, New Zealand

Business Partnered with Executive Teams in cost management while maintaining service quality, optimising vendor contracts and stream lining processes.

Auckland, New Zealand

Partnered with external consultants, project lead bank wide cost saving and revenue growth initiatives.

Leading a team of finance experts in providing consultancy and support to CFO and CEO on the management results for the NZ banking group, from providing insightful assessment of monthly results to partnering with the wider business in building a forecast and target for the group. Oversee the delivery of Australia Stock Exchange annual and half yearly.

New Zealand

• Led a team of 13 senior analysts in full profit management / strategic financial planning / pricing for 5 Consumer and Commercial business segments with $150 million in total Net Profit and $2.5 billion of financial.
• Executed a massive Finance restructure with 10/23 roles being disestablished, 7 roles being restructured which resulted in cost savings of $700k pa and improved succession plan within Finance. Managed a smooth.
• Successfully delivered strong profit for NZ business, with profit growth of $2 million YoY. Launched cost out program & achieved targeted savings of $5 million
• Partnered with GM and MD to deliver growth strategy to CEO in a tight competitive and strong regulatory environment, including signing agreements with key strategic partners to secure growth over 3-5 years.
• Led a new Finance team, promoted engagement level post restructure, focused on coaching and career development
• Built strong network and advocate across Australia and NZ

New Zealand

• Reported into CFO, led a team of 5 Senior Analysts in managing short / long range forecast and pricing for all 5 business segments (Consumer + Commercial)Selected Achievements:
• Consistently rated as top performer in the business, resulted in promotion to lead additional 3 business segments, and full ownership of pricing within a short timeframe.
• Partnered with GM in structuring strategic pricing for key consumer and commercial accounts, securing $1.5 billion assets over next 3-5 years.
• Built complex financial models in developing New Product Initiatives, critically assessed accuracy and validity of assumptions with Sales, Marketing and Operations, and benchmarked to historical/industry trend. Won.
• Successfully supported business in building a strong growth agenda and forecast in a low growth environment, provided GM with in-depth analysis of product performance and recommendation on price levers to sustain sales.
• Improved forecasting accuracy on short and long range outlook. Provided leaders with comprehensive analysis of sales volume, profitability and recommendation on ways to improve margins. Driven an increase in 10bps.

New Zealand

• Reported into CFO, led a team of 2 Opex Analysts in cost/capex management and driving productivity. Selected Achievements:
• Executed a huge cost out exercise ahead of Global Financial Crisis, which resulted in the exit of Branch network, Auto and Mortgage business thereby promoting a more sustainable financial business. Led an intensive.
• Built Operation headcount model to support Operation Leaders in resource planning for 500 staff, driven leaders to focus on improvement in key metrics to successfully achieve cost out target.
• Built a robust excel based ABC model to accurately allocate costs to product, facilitated Exec level discussion on cost allocation. This project provided visibility to product profitability, which led to strategic.
• Successfully managed comprehensive Consumer Credit Fee justification process, streamlined model and led discussion at exec level and provided recommendation on appropriate fee setting.

New Zealand

• Selected Achievements:
• Built complex financial planning model for PL and worked collaboratively with marketing and sales to drive growth in Direct and Branch model. Provided leaders with tools to assess effectiveness of marketing campaign.
• Rebuilt Sales Incentives Plan with GM to drive appropriate and compliant sales behaviour.
• Proactively built from scratch financial reports and key sales metric report, and provided sales leaders with in-depth actual vs budget analysis.

New Zealand

• Held 2 roles in Pacific Retail Finance (PRF) prior to GE’s acquisition in 2006. Originally joined as Management Accountant, before being promoted to Acting Financial Reporting Manager, reported to CFO, responsible for.
• Over PRF and GE integration, managed smooth accounting and staff transition. Provided best practice analytical reports and fee justification process through the transition.
• Provided recommendation to the Board on key productivity metrics and ways to drive cost out and improve pricing margin.
• Successfully provided month end report packs to senior leaders and monthly Board papers in a timely manner
• Modelled, monitored and analysed company’s liquidity and interest rate risks, provided report to ALCO (Asset and Liability Committee) on assessment of risks and recommendation on mitigation plan.
• Together with GM of Insurance launched a new Insurance underwriting company, implemented Insurance accounting policy, provided training to Finance staff on revenue recognition

Wellington & Wairarapa, New Zealand

• Reported to Treasurer, responsible for council's cash flow management and forecast. Liaised with banks on deposit investment, borrowing and interest rate hedgesSelected Achievements:
• Produced quarterly management reports & budgets for treasury activities, including setting rates charged
• Assisted in the impact assessment of adopting IFRS
• Worked with leaders in building budgets for Treasury and Corporate activities, including capex forecast for $10 to $30 million investment in water plant.
• Kept up-to-date with economic environment, and provided Treasurer and Asset/Liability Committee with forecast of interest rates

Wellington & Wairarapa, New Zealand

• Financial AccountantAs fresh graduate gained knowledge in all key accounting aspects from accounts payable/receivable administration, indirect tax, payroll processing to financial and management accounting.Selected.
• Successfully developed hands-on experience in all key accounting aspects in Finance.
• Efficiently completed key tasks with quality and in a timely manner, resulted in promotion to managing 1 accountant
• Developed advanced skills in Excel and Access through assisting CFO in building Billing and Work-in-Progress (WIP) module from scratch
• Provided training to sales leaders in using the newly built Billing and WIP system.

Bachelor Of Commerce (Bcom), Accounting And Business/Management

Postgraduate Diploma In Commerce, Finance, General