Michael Fallon Email & Phone Number

Cbd

Running my own consulting business assisting large and complex companies with management and financial reporting, budgeting and forecasting, process improvements including the following;Brighte Capital Pty Limited• Set up the financial and management reporting processes for the newly incorporated fintech company• Built monthly reporting model to automate the production of monthly profit and loss, balance sheet and cashflow statements• Built a department expense reporting… Show more Running my own consulting business assisting large and complex companies with management and financial reporting, budgeting and forecasting, process improvements including the following;Brighte Capital Pty Limited• Set up the financial and management reporting processes for the newly incorporated fintech company• Built monthly reporting model to automate the production of monthly profit and loss, balance sheet and cashflow statements• Built a department expense reporting model to automate the monthly expense reportBank of Sydney• Prepared the forecast and budget for 2018 to 2022 reporting to the CEO, managing a team of seven• Built monthly reporting model to automate the production of monthly profit and loss and department expense reportInsurance Australia Group• Prepared the Partner Insurance business monthly management report including detailed commentary on resultsZurich Financial Services Australia Limited• Prepared the Life and Investment business monthly management report including detailed commentary on the results, managing a team of threeSuncorp Group Limited• Prepared the General Insurance Leadership team monthly management report including a detailed commentary on the results, managing a team of threePacific Life Re Australia• Set up the financial and management reporting processes for the newly incorporated life reinsurance company in Australia• Automated the financial statements and quarterly management information package using excel models and Essbase queriesYellow Brick Road Wealth Management• Developed a business growth model that allowed for business assumption changes and factored in new products for the wealth management business which allowed the CCO and CFO to see the impactThe Westpac Group• Responsible for HR Group People Capability Business Partnering including monthly reporting, budgeting and forecasting for all Best Bankers training programs across Westpac, St George Banking Group, BT Financial Group Show less

347 Kent Street Sydney

Head of Management Reporting for ANZ WealthResponsibilities• Develop analytics for the profit business units to enable better focus on the company’s key value drivers.• Manage the monthly management reporting, planning and forecasting process and presented to the ANZ Wealth Executive Board.• Lead the improvement of Activity Based Costing Management framework to enable the business to better understand current resource activities, the costs and areas to gain… Show more Head of Management Reporting for ANZ WealthResponsibilities• Develop analytics for the profit business units to enable better focus on the company’s key value drivers.• Manage the monthly management reporting, planning and forecasting process and presented to the ANZ Wealth Executive Board.• Lead the improvement of Activity Based Costing Management framework to enable the business to better understand current resource activities, the costs and areas to gain efficiencies.• Develop and manage the management expense budgeting framework to provide best in class expense budgeting and forecasting facilities.• Determine the allocation of management expenses to products to ensure equitable distribution based on the activities of the business and present to the ANZ Wealth Executive Board. • Review and refine expense policies and provide ongoing support and guidance to key internal customers.• Review Cost Benefit Analysis for strategic projects within ANZ Wealth and approve prior to resources being allocated by the Project Governance Board. Measure projected benefits against actual benefits achieved and report to Project Governance Board and ANZ Wealth Executive Board.Key Achievements• Centralised the ANZ Wealth management reporting and analysis resources within Corporate and Finance resulting in more efficient use of resources and reducing month end reporting by 3 working days.• Worked with the Finance representatives within the business units meeting the expense reduction target of 5% during the Global Financial Crisis.• Developed Activity Based Costing using SAS Enterprise Guide and SAS ABM enhancing senior management understanding of resource activities and costing.• Part of management team responsible for developing SAP Business Intelligence tool automating business unit P&L reporting and allowing drill down interrogation of data.• Worked with the finance representatives within the business units achieving a 5% expense reduction target Show less

Key Achievements• Maintained a comprehensive and up to date process for the timely and accurate production of monthly accounts.• Prepared a commentary, which emphasised the key results and explained significant variances from budget and forecast for presentation at monthly executive board meetings.• Prepared graphs and tables of Key Performance Indicator's for presentation at the monthly executive board meetings.• Coordinated the preparation of quarterly and year-end reporting… Show more Key Achievements• Maintained a comprehensive and up to date process for the timely and accurate production of monthly accounts.• Prepared a commentary, which emphasised the key results and explained significant variances from budget and forecast for presentation at monthly executive board meetings.• Prepared graphs and tables of Key Performance Indicator's for presentation at the monthly executive board meetings.• Coordinated the preparation of quarterly and year-end reporting to the UK within strict deadlines.• Coordinated the preparation of all ISC Reports including the Financial Statements; Schedule 1 Forms A to K and Restricted Investment returns.• Worked on major projects such as the introduction of the new reporting requirements for Margin on Services in the financial reports of life companies.• Reduced resources required to complete reporting due to the introduction of a new general ledger system. • Successful completed f restructuring the Life Operations reporting with the introduction of the new Life Act 1995.• Provision of accurate accounting and internal control guidance to all Divisions of the Company.• Successfully tested accounting interfaces for new and updated computer systems.• Reviewed existing interfaces from computer systems, recommended and implemented improvements. Show less

Sydeny

Senior Audit Manager working on clients such as News Limited, Hastings Deering Pty Limited, Angus & Robertson PublishersStarted as a Junior Audit Clerk while enrolled in a Bachelor of Economics Degree majoring in Accounting. Progressed to Senior Accountant responsible for a number of Audit assignments. Obtained a Bachelor of Economics part-time and completed the Professional Year with the Institute of Chartered Accountants.

Professional Year, Accounting, Fca

Activities and Societies: Touch Football, BBQ's, Reading, Travel, Eastwood Rugby Premiers 1979 & 1980 Professional Year

Bachelor Of Economics Majoring In Accounting

Higher School Certificate, 3 Unit Economics & 3 Unit Maths

Activities and Societies: Year 11 & 12 Prefect First 13 Rugby League team Higher School Certificate