Experienced account executive/financial administrator with Commerce undergraduate qualifications from The University of Melbourne and 6 years’ relevant experience working in financial services and other industries. Experienced in account management, business development, financial operations, data analysis/financial modelling, dispute resolution, financial forecasting/reporting and leading small teams.KEY SKILLS► Highly developed account management and relationship building skills – with a demonstrated ability to develop and maintain productive relationships with internal and external stakeholders at all levels.► Financial reporting and analysis – including 4 years’ experience completing monthly reporting, budgeting and forecasting, doubtful debt analysis and financial modelling whilst working for APRA AMCOS.► Client services experience – extensive client services and account management experience including within the financial services sector working for Catholic Development Fund.► Business process improvement – key contributor to the improvement of business processes at CDF and APRA AMCOS including collating customer feedback and streamlining workflow management between account executives and relationship managers.► Exceptional Communicator – a well-presented and articulate individual, with a positive and friendly demeanour. Conveys verbal and written information in a clear and easily understood manner.► Critical thinker – with exceptionally strong problem solving, analytical, organisational, planning, prioritisation and time management skills.► Strong Attention to Detail – excellent analytical skills and a keen eye for detail. Thoroughly checks work before submitting to ensure a high degree of accuracy.► Calm under pressure and adaptable – with a proven ability to work productively in demanding, fast paced, high pressured, challenging and deadline driven environments.► IT/Software Skills – highly competent using MS Office incl. Advanced Excel, SQL, Xero, FX and CRM systems.► Languages – English (native), Italian (advanced)
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