Michael Montgomery

Michael Montgomery Email and Phone Number

Finance @ Assault Fitness
San Clemente, CA, US
Michael Montgomery's Location
Irvine, California, United States, United States
Michael Montgomery's Contact Details

Michael Montgomery work email

Michael Montgomery personal email

n/a

Michael Montgomery phone numbers

About Michael Montgomery

A US Permanent Resident (Green Card Holder), with no working restrictions.A Big 4-trained Chartered Accountant (CPA equivalent) with over 17 years of experience in financial control, commercial finance/FP&A, business partnering, restructuring/workout, credit management, and business process improvement. A strong multidisciplinary financial skill set with specializations across industries such as Manufacturing, Retail/FMCG, Real Estate, Hospitality/Foodservice and Financial Services.A self-starter and noted problem solver, with an impeccable work ethic and keen focus on improving organizational efficiency, through cost optimization, enhanced internal controls, and improved cash flow and working capital management. Detail orientated, strong analytically and commercially minded with an internal drive to make positive andmeaningful impacts on SMEs, with focus on enhancing financial and operational performance by providing accurate (and timely) financial data and meaningful analysis for better decision-making.KEY SKILLS• Commercial Finance / FP&A: Led annual budgeting, five-year financial planning, and monthly forecasting cycles in multiple roles. Possess strong analytical capabilities, including IRR/NPV analysis.• Cost Accounting: Extensive understanding of cost accounting and accurate inventory valuation, experience developing standard costing inventory models and Bill of Materials.• Financial Reporting: Led month end close (3 days post end of month), Financial Statement preparation; audit liaison. • Credit / Risk Management: Expert in developing and implementing strategies to manage and minimize credit and liquidity risk, utilizing critical thinking and analytics. • Working Capital Management / Financial Control: Expertise in identifying key issues impacting business efficiency, optimizing cash use, working capital, and debt management. • Financial Analysis & Management Reporting: Proficient in variance analysis, labor analysis and KPI reporting. Capable of communicating findings to management and stakeholders and experienced in developing monthly management reports and board packs.• Financial Modelling / Technical Skills: Advanced financial modelling skills and high proficiency in Microsoft Excel, PowerPoint, and Word. Adept in using Oracle, QuickBooks, TM1, SharePoint and excellent working knowledge of IFRS (~ US GAAP).• Stakeholder Management / Staff Engagement: Skilled in developing and maintaining effective relationships with key internal and external stakeholders, influencing decision-making through clear communication.

Michael Montgomery's Current Company Details
Assault Fitness

Assault Fitness

View
Finance
San Clemente, CA, US
Employees:
27
Michael Montgomery Work Experience Details
  • Assault Fitness
    Finance
    Assault Fitness
    San Clemente, Ca, Us
  • Mercy House Living Centers
    Consultant
    Mercy House Living Centers Apr 2024 - Aug 2024
    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
  • Bendigo And Adelaide Bank
    Asset Manager / Consultant
    Bendigo And Adelaide Bank May 2021 - May 2023
    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 forecasts to advise banking executives on credit risk and strategic options.• 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 • 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 forecasts to advise banking executives on credit risk and strategic options.• 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 and developing strategies to manage and minimise credit risk• Prepared and presented detailed credit papers to executive management team Show less
  • Retail Food Group
    Divisional Financial Controller
    Retail Food Group Mar 2020 - Apr 2021
    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 • 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 the preparation of accurate and timely financial statements• M&A Lead in sale and 6-month transitional process of Dairy Country to Fonterra (ASX listed entity) Show less
  • Delaware North
    Senior Commercial Analyst | Finance Business Partner
    Delaware North Feb 2018 - Mar 2019
    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 analysis• 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 • 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 analysis• 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 • Preparation of Annual budget, bid pack, periodic financial updates to executive team Show less
  • Coles
    Finance Business Partner | Merchandise Finance
    Coles Jul 2016 - Jul 2017
    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
  • Civil Aviation Authority
    Risk Manager | Relationship Management
    Civil Aviation Authority Jan 2014 - Apr 2016
    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 • 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 process Show less
  • Moorfields Corporate Recovery Llp
    Manager | People Development
    Moorfields Corporate Recovery Llp Apr 2013 - Dec 2013
    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. Advise banking executives of existence of credit risk and security position.
  • Deloitte
    Client Manager | Restructuring
    Deloitte Jul 2007 - Feb 2013
    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 reconciliations• 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 • 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 reconciliations• 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 specific projects in varied business environments. Projects utilised up to 20 staff and required management of internal and external stakeholders. Show less
  • Commonwealth Bank
    Manager | Risk Management | Relationship Management
    Commonwealth Bank Feb 2010 - Aug 2011
    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.
  • Pkf Chartered Accountants & Business Advisers (Australia)
    Analyst
    Pkf Chartered Accountants & Business Advisers (Australia) Dec 2005 - Jul 2007
    Melbourne, Australia
  • Inpact Mcdonald Carter
    Auditor
    Inpact Mcdonald Carter Jan 2004 - Dec 2005
    Melbourne, Australia

Michael Montgomery Skills

Interpersonal Skill Project Management Risk Assessment Turn Around Management Financial Risk Restructuring Accounting Team Management Team Leadership Liquidity Risk Finance Cash Flow Financial Analysis Investigative Reporting Operational Risk Management Report Writing

Michael Montgomery Education Details

Frequently Asked Questions about Michael Montgomery

What company does Michael Montgomery work for?

Michael Montgomery works for Assault Fitness

What is Michael Montgomery's role at the current company?

Michael Montgomery's current role is Finance.

What is Michael Montgomery's email address?

Michael Montgomery's email address is mi****@****.com.au

What is Michael Montgomery's direct phone number?

Michael Montgomery's direct phone number is +614488*****

What schools did Michael Montgomery attend?

Michael Montgomery attended Institute Of Chartered Accountants, Rmit University.

What are some of Michael Montgomery's interests?

Michael Montgomery has interest in Golf, Afl, Running, Snowboarding.

What skills is Michael Montgomery known for?

Michael Montgomery has skills like Interpersonal Skill, Project Management, Risk Assessment, Turn Around Management, Financial Risk, Restructuring, Accounting, Team Management, Team Leadership, Liquidity Risk, Finance, Cash Flow.

Who are Michael Montgomery's colleagues?

Michael Montgomery's colleagues are Jimmy Redding, Nicolas C., Erika Johnson, Daniela O'connell, Amanda Gibbons, Marcus Smith, Nicole Fish.

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