Marcus Rosenberg Email & Phone Number

Hawthorn, Vic, Au

Heidelberg, Victoria, Au

• Hired as Manager Planning & Analysis. Promoted to Finance Business Partner (Finance Executive) • Create a suite of monthly management reports including scorecards to allow transparency into the business and improve performance. Highly recognized by senior management and therefore standardized nationally to other states.• Reviewed property sites profitability monthly to ensure that meet appropriate KPI’s and look to find further efficiencies to maximize results. • Team leader for 2 full time employees• Roll out national standardized cost centre structure for Dorevitch• Setup an online Sharepoint site to allow the operations team to conveniently access their reports.• Modelling for payroll back payments and write Board papers • Completed four Budget cycles meeting all required deadlines and monthly forecasts to assist future decision making.• Complete all finance project modelling required for Capex projects and new sites including Hospitals.• Provide regular finance training to operations teams • Built a monthly Hospitals report to allow focus on the profitability of this sector• Incorporated Commercial contract reporting to allow improved visibility• Presented monthly at Executive meeting on financial related matters • Assist operations team build Finance Business cases for approval by National

South Yarra, Vic, Au

Family Office & Investments Dfence (Retail), Bswarm (augmented reality) & The Bubble (hospitality). CFO for above various start-up companies• Establish a Family office including wealth family goals, Investment policy and individual risk profile of each family member. Review various investments to ensure they meet these risk profiles including freehold passive investment property, shares, bonds, hybrids and ETF’s.• Support Managing Director in establishing new startup businesses including managing cashflow cycle via reporting and forecasting for Harwood group and dFENCE product sales. • Determine sale price for share in PHS helicopter business. Review all contracts associated with sale from a Finance perspective. • Run payroll, workcover and superannuation payment process for 2 employees.• Prepare financial statements for 2017 & 2018 financial year in Xero.• Provide advice and analysis on buying & selling businesses & property, install appropriate online payment gateway, building an FX policy to manage currency risk, review of warehouse locations and sourcing labour for special projects. • Setup inventory reporting and Xero inventory module to ensure track all movements in warehouse.• Review of pricing and costing of new products• Built a Trademarks register and applied for various IP in Australia and internationally (using Madrid protocol).• Preparation of business invoices, Purchase orders and weekly payments run.

Broadmeadows, Victoria, Au

Finance Business Partner - Automotive Centre of Excellence, Construction & Industrial, eWorks, Vetassess, Education Solutions, Learner Experience, Food & Fibre, Corrections Education • Month end reporting, forecasting, commentaries and variance analysis• Building excel models, project scenario analysis, ROI and NPV for work on tenders • Presentation of performance results to Directors • Roll out of Budgets to different businesses. Review and scrutiny of returned submissions. Presentation to COO.

Melbourne, Vic, Au

• Preparation of Balance sheet forecasts for Coles Supermarkets for Wesfarmers Ltd.• Coordinate and consolidate monthly Profit and Loss Risks & Opportunities forecasts for Coles supermarkets, Express, Liquor, Finance Services and Property. Includes preparation of packs for Board of Directors.• Organize and run Coles Supermarkets functions and Coles Division planning team meetings.• Preparation of monthly Cashflow statements and forecasts • Complete Budget presentation packs for Wesfarmers and Board of Directors. Includes appendices for Coles Express, Liquor and Finance Services.• Setup new Outlook Planning distribution lists and setup of Planning Share point as central depository for Guidelines and assumption documents.• Complete monthly Capital WIP reports and Capex & tax flow notes for Wesfarmers Ltd.• Prepare Weekly Performance Trading Report for Wesfarmers and Coles board. Improved report by redesigning to be more focused to senior management and more efficient to prepare.• Build adhoc reports to assist senior management with Director meetings. Other Achievements• Project Lead - Roll out new budget efficiencies including direct input into Finance system (TM1) as opposed to using templates and new assumptions cubes to automate the process.

Chicago, Illinois, Us

Hired as Senior Retail Analyst on ANZ accountPromoted to Manager Finance RetailSupervision of 2 employees 750 branches, 2600 ATMs.•Manage and build relationships with key stakeholders for National, Queensland and NSW ANZ Retail account. This includes travel to the states to discuss monthly reports, Budgets, Forecasts and training of staff members. •Prepare monthly reporting presentations with commentary for National, NSW & QLD.•Coordinate and manage the Budget and rolling Forecast for ANZ Retail property. •Manage relationship with supplier Schneider electric to ensure energy costs slashed by 5% a year.•Preparation of Management Profit and Loss and Waterfall charts.•Coordinate the monthly accrual and debtors cycle for Retail. •Preparation of Facilities Management graphs, analysis and commentary, Scorecard, KPI’s. Review Facilities Manager and supplier contracts.•Manage web portal as a central depository for Retail guidelines and reports. •Benchmarking of ANZ costs per floor space to other accounts.•Manage two employees & complete Manager Essentials training program.•Preparation of new capex and cost initiatives tracking report .•Present month end results to ANZ finance and JLL Operations teams.•Work with operations teams to achieve stretch targets set by bank.Other Achievements•Design and roll out Leasing Incentive Tracker to leasing executives to improve internal controls and reporting of incentives. Nominated for initiative prize.•Organize and chair Financial Reporting forum between all JLL accounts including Qantas, Suncorp, ANZ & Telstra finance representatives. Opportunity to share value-add reports and initiatives.•Organized Operations optimization review to improve efficiencies and improve cost controls. Identified need for additional cost controls on security & need to contract R&M providers. •Completed Jones Lang LaSalle Managers program•Rolled out training for both operations and finance teams.

Melbourne, Victoria, Au

Business Agreement Manager (May 2009 – Oct 2009) Senior Customer Investment analyst (Dec 08 – 1 May 09) • Review business agreements for all large customers and present to Sales and Commercial Finance Director.• Prepare Customer Investment board papers for CEO.• Preparation of presentations for senior management on customer investment.• Provide customer investment analytics and explanations to management.• Arrange and run all team meetings to discuss all business agreement issues with all state employees (11 employees). Senior Performance & Planning Analyst – Australia, Asia Pacific (May 2007 –Nov 08)• Completion and distribution of Foster’s Australia, Asia, and Pacific Executive pack to Finance Director including commentaries. Also includes business unit scorecards and KPI sheets.• Consolidation of AC Nielsen pack for Finance Director.• Prepare Quarterly Business Review deck. Prepare Beer pack tax returns.• Upload of marketing brands sales data in Data warehouse.• Coordination and consolidation of Mid month and Work Day 1 Flash.• Sales reports and automation of performance business unit reports.• Review Volume Price Cost Mix tool to analyze consumers purchasing patterns• Complete monthly Profit and Loss and Balance sheet reconciliations.• Build relationship with Sales teams and provide them with monthly reporting Supervise contractor overheads analyst.

Us

Lubes Business Analysis & Reporting Manager – Australia & Fuels analyst (April 06- May 07)Senior South Pacific Lubes & Specialties Business Analyst – Australia and Industrial dept (June 02 – June 04)Business Analyst - New Zealand, Pacific Islands and Guam (April 01 – May 02)•South Pacific Lubes analyst team leader and coordinator -supervision 2 full time employees.•Presentation of Lubes division management statements and special topics to the Leadership Team.•Prepared Analytical Scorecards, Balanced Scorecards, KPI’s, Trend Analysis and Factor Analysis for management. This includes variance commentary.•Complete month end reporting process for Australia. Communicate to Singapore.•Coordinate Budgeting cycles. Capital Employed, CAPEX.•Review Profit and Loss /OPEX for unusual fluctuations and explain variances to management. •Setup timetables and expanded Performance Analyst database to include other valuable information •Provided custom made reports to top level management, sales managers and all sales employees in Industrial sector including customer margin pivots.•Resolve all issues and complete all projects assigned by the local, global and Asia pacific management.•Forecasting Fuels profit loss for the month.Achievements: •Ranked as high achiever & the top analyst in the Business analyst team. Top third of all employees in Mobil Lubricants & Specialties for all years working in this division. Receive promotion in first 6 months in the Treasury department. •Setup, tested and maintain progress of new Global Data Warehouse accounting system. Met all project deadlines. Business Objects report leader and trainer.•Initiated setup and maintained a Performance Analyst database- now key foundation of the team•Work on Asia Pacific report standardization project and migration of my team to Bangkok. Asked to do expatriate assignment in Thailand.•ExxonMobil’s Management Development Program -Only high achievers enrolled.

Us

• Credit analyst for Upstream dept– Analyze / review all customers financial statements, prepare KPI / ratio analysis and refer to credit agency recommendations. Prepare an individual credit report on each customer and present annual package to senior management. • Superannuation plan investment analyst for ExxonMobil superannuation fund. Present to Trustee board of directors on quarterly basis. Ensure plan is running smoothly, meeting all investment criteria and returns higher than plan.• Cash Management for Australia and New Zealand for one day money market.• Supervision of one banking administration employee. • Bank Guarantee creation / review /control.• Maintenance of affiliate finance loans and WHT payments.Other Achievements: Divestment of 2 companies & co-ordinate the Closure of Brisbane Cash Office & transition to Melbourne.

Tokyo, Jp

American Express – Travel Services – UK Contract work & Travel Sony – Europe UK Contract Work Burlington Resources (Large listed American Oil company) UK Contract Work• Management packs, assist implementation of a new SAP and PeopleSoft accounting system, assistance to auditors for both system and end of year audit & stock takes of Playstation hardware and software.

Australia, Au

Business Services- Consulting, Management Accounting, Tax, Financial accounting Status: Promoted to senior accountant. Provide Excel training to employees and clients.• Regular liaison with clients and supervision of three employees.• Preparation of financial statements and tax returns for large groups which included companies, trusts, and superannuation funds. Tax strategy.• Preparation of budgeted profit and loss, balance sheet, cash flows for clients.• Forecasting of new products entering markets• Performance measures– Ratio and benchmark analysis, NPV & IRR. • Preparation of information memorandums for sale of business.Clients: JB Hi Fi, Bob Jane T marts, Autobarn, Bradmans, National Theatre

Bachelor'S Degree, Business/Commerce, General

Education record