- Overseeing the preparation of accounts and day to day financial duties, such as book-keeping, budgeting and preparation of reports. - Oversee the financial administration of the club, review procedures and financial reporting, advise the board on financial strategy, and advise on fundraising.

- Managed ~ 20 diversified corporate cash flow clients across industries including wholesale, manufacturing, retail, and contracting - Build relationships with CFO, COO, CEO, MD and board members as a trusted advisor - Oversee credit function including compliance, covenant monitoring, and quality assurance to ensure no overdue financials and annual reviews- Manage internal stakeholders e.g. credit executives, valuers, legal, client services to ensure timely delivery / execution of credit function- Develop / mentor assistant managers in credit writing skills, client engagement, and business development techniques- Accountable for leading account planning sessions, pipeline reporting, and CRM management- Grow portfolio FUM, ROE, NPAT, TCR (total customer return) via deeper product penetration and New to Bank clients- Leverage relationships with accounting firms and other COI (circle of influence) - Execute targeted and accretive new client acquisition strategy leveraging industry expertise (including peer benchmarking) - Demonstrate value proposition through pitch book presentations focused on capability, working capital management / efficiency, debt sizing, and strategies to drive Enterprise Value for the client - Develop innovative solutions targeting clients needs, present solutions to key stakeholders both internally and key decision makers- Collaborate and manage product partners (transactional banking, merchants, asset finance, markets, trade & supply chain, and private bank) to ensure timely execution of client strategies in client account plans- Portfolio generated three years of double digit income growth attributed to the on boarding of "whole to bank" NTB clients, deepening existing clients product penetration (9 products per client), and repricing for risk and capital utilisation. During FY12 ROE & NPAT were ~ 40% / 50% above hurdle with TCR growing by 5%.

Position focused on origination and relationship management throughout SEQLD. Key responsibilities / achievements included: - Apply solution selling techniques to identify the core needs of a business and its owner and then identify appropriate products to meet those requirements- Prospect new customers via a disciplined sales call strategy including cold calling, direct marketing, and leveraging internal, supplier, industry, and third party relationships - Prepare internal credit documents and underwriting case based on detailed financial analysis, deal rationale covering risks and mitigants, supported by research- Present underwriting case to a preliminary investment committee for approval by internal stakeholders to issue a formal proposal - Prepare and present client proposals and negotiate commercial terms- Monitor current and forecast micro and macroeconomic trends and report on the likely impact on target industries, competition, and product development, - Partner with core industry associations to gain deep knowledge of industry best practise and then leverage this expertise to structure tailored solutions, - Develop and maintain existing customer relationships by implementing appropriate customer retention strategies, - Coach and develop assistant relationship managers via customer and prospect meetings, deal structuring techniques to balance credit risk with key financial hurdles, and strategies to develop and maintain portfolios including techniques to identify cross sell opportunities,- Maintain a quality and up to date sales database and provide reports to management on key sales performance measures,- Settled $35 million in new business volume at margin hurdles greater than 150% of plan whilst generating fee income of approximately $100k,- Achieved a “no detractor” Net Promoter Score (NPS) across client book,

Business development position supporting sales of Caterpillar machinery via dealerships throughout Victoria, Tasmania, and South Australia. Position involved working alongside two State Finance Managers to source and develop new business from existing and new clientele. Roles focused on developing working relationships with sales representatives, dealer management and with the end user.