Nathan Whale Email & Phone Number

Sydney, New South Wales, Australia

Wollongong, New South Wales, Australia

• In September 2020 I was promoted to Finance Manager with 4 direct reports. During this period, the Finance team executed a number of key projects that I was a key contributor to, including: - issuance of the Credit.
• leading & managing the Finance team, and providing mentorship to junior team members
• accurate and timely completion of monthly financial results, KPIs, KRIs and regulatory reporting;
• regular forecasting, analysis and commentary provided to senior leaders, committees and the board, including preparation of the assets and liabilities committee pack (ALCO/pricing);
• leading ad-hoc finance projects and major tasks including the preparation of budgets and financial statements;
• liaising with key 3rd party suppliers, contractors, auditors and consultants;

Wollongong, New South Wales, Australia

In October 2021 my remit was extended to managing the Credit team as well as the Finance team, increasing the number of my direct reports to 8. My key achievements in this period included: - managing both the Finance and Credit team through a record year of loan growth to achieve $1bn in assets (+40% FY22) - appointment as a lender under the government.

Wollongong, New South Wales, Australia

In this role I was a senior member of the Finance team, reporting to the Head of Finance/CFO. Key responsibilities included: * Regulatory reporting * Financial modeling, forecasting and data analysis* Preparing monthly management reports including KPI & KRI reporting* Creating automated Power BI reports* Managing & leading the Finance team in annual tasks.

Wollongong, Australia

During this role, I worked as the sole product analyst in the Product & Marketing team reporting directly to the Deputy CEO. My key achievement during this period was the implementation of the Credit Union's first credit card product. My responsibilities included: * Managing the full suite of retail banking products including home, personal and commercial.

Wollongong, Australia

As the Business Analyst - Finance I worked on a 12-month major IT project involving a core-banking system conversion. Key Responsibilities in this role included:* Finance Project Management* Monitoring budget & actual spend* Managing timesheets of all project resources* Capitalisation of project costs under AASB 138* System Configuration* Testing of.

Wollongong, Australia

Key responsibilities included accounts payable, treasury management, account reconciliation, regulatory reporting, data extraction/analysis, budgeting, financial reporting and risk reporting. This developed core personal and software skills including teamwork, problem-solving, performing variance analysis, Microsoft Excel, Microsoft SQL Server and SAP.

Graduate Diploma Of Chartered Accounting, Accounting

Graduate Diploma Of Legal Practice

Bachelor Of Laws (Llb)

Bachelor Of Commerce (B.Com.), Accounting, With Distinction (Deans Merit)

Education record