Michael Montgomery Email & Phone Number

San Clemente, CA, US

Irvine, California, United States

• Short-Term Project
• Engaged to undertake a detailed review of working capital, cash flow and financial forecast
• To develop a financial model, which integrates a 16 week rolling cash-flow forecast
• Identify more efficient way to utilise (automate) cash receipt data for ‘real time’ review, and build tool to assist AR team and Management better track timing of Grant income (actual v budget)
• Detailed (Federal & State Grant) Contract Review

Docklands, Victoria, Australia

• Consulted for a RV manufacturer with multi-site production and a multi-site healthcare provider. Reviewed business operations, management structures, information systems, working capital / cashflow, and financial.
• Managed a portfolio of 10-15 businesses with impaired commercial loan facilities in various industries, with exposure to the Bank ranging from $3m to $50m
• Responsible for making credit decisions… Show more
• Responsible for making credit decisions and developing strategies to manage and minimise credit risk
• Prepared and presented detailed credit papers to executive management team Show less

Tullmarine

• Head of Finance for Manufacturing Division (Dairy Country) of Retail Food Group; annual turnover of c. $180m
• Finance Team Leader, managing a team of 5 (Accounts Payable & Accounts Receivable / Production Analyst)
• Commercial Finance (FP&A) lead for annual budgeting process and monthly forecasting cycle
• Management Reporting: Month end ownership (3 days), developed and maintained monthly management reports focused on KPIs
• Financial Reporting; Audit Preparation and managed… Show more
• Financial Reporting; Audit Preparation and managed the preparation of accurate and timely financial statements

Melbourne, Australia

• Financial Due Diligence lead; Significant analytical capabilities demonstrated by providing detailed financial analysis (incl. IRR, NPV) on numerous new business opportunities, including detailed revenue and COGS.
• Commercial Finance lead for annual budgeting process and monthly forecasting cycle
• Business partnering and key stakeholder management, across five business units
• Periodically performed detailed Financial and Commercial Analysis on existing business operations… Show more
• Periodically performed detailed Financial and Commercial Analysis on existing business operations
• Preparation of Annual budget, bid pack, periodic financial updates to executive team Show less

Melbourne, Australia

• Business partnering and key stakeholder management (incl. Head of Pricing, Merchandise Director, CFO)
• Ownership of $210m budget, ensuring accountability and strict control on out of budget spend
• Delivered financial and commercial insights, driving critical decisions on product pricing with customer focus
• Worked collaboratively and cross functionally with all merchandise and marketing functions

London, United Kingdom

• Portfolio / Relationship management; Managed a portfolio of 18 tour operators and 3 major UK airlines
• Periodic financial, operational and commercial business review and risk assessment; Evaluated management capabilities, business strategy, operations and financial metrics to understand level of overall risk
• Team management and people development; Active in the management and professional development / mentoring of junior staff and played a key role in the external recruitment… Show more
• Team management and people development; Active in the management and professional development / mentoring of junior staff and played a key role in the external recruitment process Show less

London, United Kingdom

• Team Management and People Development; managed a team of seven analysts
• Financial and Credit Risk Analysis | Investigative and Stakeholder reviews; examinations of business operations and trading performance, management structures, management information systems and financial forecasts..

Melbourne, Australia

• Business strategy; Operated distressed businesses, including day to day management of key staff, negotiations with customers and suppliers regarding working capital management. Monitored operating cash / monthly.
• Financial and credit risk analysis / Investigative and stakeholder reviews; Examinations of business operations and trading performance, management structures, management information systems and financial forecasts.
• Project management / Team management; Lead… Show more
• Project management / Team management; Lead specific projects in varied business environments. Projects utilised up to 20 staff and required management of internal and external stakeholders. Show less

Melbourne, Australia

• Portfolio Management; Managed a portfolio of 40-50 businesses (various industries) with impaired commercial loan facilities.
• Credit Risk; Responsible for making credit decisions and developing strategies to manage and minimise credit risk.
• Risk Management; Prepared and presented detailed credit papers to executive management team.
• Stakeholder Management; Delivered difficult messages in a clear, concise and unambiguous manner to key internal and external stakeholders.

Melbourne, Australia

Melbourne, Australia

Chartered Accoutant, Accounting

Bachelor Of Business, Accounting