As SaaS specialists in Treasury Management and Lease Accounting, MyTreasur-e is at the forefront of delivering new and exciting technologies for organisations of any size. Our software has been designed from the ground up with a focus on flexibility, visibility and control, that allows the most complex of processes to be verified and simplified to provide an intuitive user experience.

Fintech product analysis and advice, specialising in Treasury, Hedge Accounting and Lease Accounting

I was hired by LeaseAccelerator, a US headquartered Lease Accounting SaaS provider, as one of the founding employees tasked with establishing their local presence in the Australian-Pacific region. I hired, trained, and developed a local team of specialists and developed client facing initiatives for onboarding, implementations, project management and client success.To ensure success, I was also tasked as the APAC advocate in the product development life cycle for system enhancements that were pertinent to the IFRS accounting standard. This included gaining a wholistic view of local user stories, advising on the product roadmap, providing specifications, and leading local testing initiatives.My role held me accountable for the commercial management of the Australian client facing team, as well as the success of all implementation projects led from the Australian office, ensuring projects kept on time, within budget and exceeded customer expectations, and leading the Technical Customer Support initiatives once clients had gone live.

Client facing professional services role for client advisory engagements relating to:- Outsourced treasury solutions- Systems advice, upgrades and implementation- Pricing and dealing of financial instruments- Process and control review- Derivative risk management- Hedge accounting- Executive Policy and Procedures- Funding and investmentWe deal with corporations and financial institutions from all industries across Australia, including both growing and established businesses.

CFO Advisory provides market leading advice and assistance primarily relating to Technical Accounting, Financial Analysis and Reporting Requirements. Our goal is to be the trusted advisor to CFO's to improve or enhance the business reporting finance function and the quality of regulatory compliance.Our teams spread over Financials, Corporates and Government with specialist areas in:Financial Reporting Process AdvisoryIFRS AdvisoryTreasury and Derivatives Risk Management AdvisoryMy role is to manage multiple client engagements providing technical knowledge, direction and training, in order to deliver outstanding customer service and results.

Visual Risk (now known as G-Treasury) is a specialist provider of superior treasury solutions to public and private sector corporates, debt management intensive entities and financial institutions ranging from commercial banks to credit unions.From front-office to back-office, Visual Risk offers the broadest and most advanced suite of components available today and can easily tailor a solution to perfectly meet the demands of any modern treasury.Here I led a development team as Product Manager and Business Analyst for Visual Risk’s Hedge Accounting and Cash Management product offerings, including specifications, product roadmap prioritisation, user stories, storyboards, data diagrams and test plans.I also implemented and managed a portfolio of 30 clients utilising the Visual Risk Treasury Management SaaS product. This included all day to day functions such as Treasury Management and Audit Trail, Hedge Accounting, Valuation Advice, Facilities Management, Risk Analytics and Cash Management.

The Corporate Solutions Group’s role is to originate new-to-bank business to CBA with a particular focus on larger corporate clients. They are responsible for networking and business development to both Australian, and multinationals. The transactions encompass End to End solutions such as Transactional Banking, Debt, Equity, FX and Global Supply Chain products - to provide a holistic solution to prospective clients.

The primary responsibility for Transfer Pricing is to ensure the accurate interest rate risk transfer from business units to Group Treasury, via the application of cost and worth of funds. My role within the team is to perform analytics and strategy analysis on the fixed income portfolio for base rates and premiums, as well as a primary point of contact for all methodology queries from across the Group. * Advised on the Group's transfer pricing premium methodology based on the transition of the Group's Fixed Income Funding Portfolio during the financial crisis. * Developed and presented pricing and risk optimization strategies to Institutional Banking executives on how to best manage products during the financial crisis, with particular emphasis on loan facilities and leasing products. * Created new ways of analysing and presenting monthly premium data and pool balance breakdown for senior management reporting packs. * Advised on transfer pricing methodologies for individual products in order to best manage their interest rate risk transfer. * BAU duties highly utilizing SQL across multiple platforms

As an Economic Capital analyst I was responsible for the methodology, integrity and calculation for economic capital relating to Credit Risk, Operational Risk and Non-Traded Market Risk. This also included the data management and calculation of regulatory capital for Operational Risk, which is directly reported to APRA* Became the Bank’s first point of contact for all Operational Risk Economic Capital and Regulatory Capital queries and issues.* I streamlined the calculation process to measure the Group’s Operational Risk, reducing the amount of required man hours in the simulation process from nineteen working days to six.* The role required a very high level of analytical accuracy and superb communication skills, as a large part of BAU activities included queries relating to statistical methodology.* Technical requirements include expert knowledge of systems utilizing VBA, SQL and SAS.

Graduate Program Rotation* Customer facing role specifically targeting the Banking industry within the Institutional Banking arm of the Bank.* The relationship associate role was to manage existing relationships with foreign Banks that were establishing corporate bases within Australia.* Specifically the financial institutions that would be looking for opportunities in structured finance, payments clearing, corporate referrals, trade finance, debt capital markets and other global markets products.* Responsibilities also included portfolio analysis on all existing relationships, leading to the identification for new product opportunities.

As a risk analyst I analysed and advised the credit rating of large corporate transactions in industries relating to infrastructure, health care, telecommunications and media. I executed thorough financial analysis with the latest theories and ratio analysis, conducted research on blue chip corporations via major information portals such as Bloomberg, Moody’s, S&P and Factiva, and liaised with relationship teams and their clients on proposed transactions communicating risk issues and contract amendments that were required.