Rachel Blake Email & Phone Number

Co-ordinate invoicing for business units across Australia (WA, NSW, NT and QLD), working with project managers and contract administrators to ensure timely and accurate revenue generation. Utilising NetSuite and a sound knowledge of surveying business operations to:- Generate progress claims and invoices for hundreds of surveying projects, varying in size and complexity.- Conduct project reconciliations with a focus on project profitability. - Provide ongoing training to new starters as well as support to existing personnel in utilising business systems. Key achievements:- Led the revamp of the invoicing process for one of our major business units, contributing to a significant improvement in the debtor position for the company.

Perth, Western Australia, Australia

Project Officer to a team spearheading the economic development of WA's battery and critical mineral industries. My duties included:- Meeting with and assisting proponents with project development, with a focus on highlighting supporting government initiatives.- Undertake research and consultation across government and industry to identify issues, enablers and potential policy options to support proponent's projects.- Preparation of Ministerials and presentation materials to keep both government officials and the public informed about the current state and opportunities within WA's battery and critical mineral industries.Key achievements:- Co-led the creation of an investment prospectus, emphazing opportunities for WA's battery and critical mineral sectors (see below). This document served as essential marketing collateral promoting WA's attractiveness for foreign investment, critical to WA achieving growth and diversification in these sectors.

East Perth, Western Australia, Australia

Project Officer to the Project Management Office overseeing the implementation of the Sustainable Health Review, a 10 year reform program for Western Australia's public health sustem, geared towards improving patient outcomes and making better use of government funding.I oversaw the preparation of reports, the development of insights to inform resource coordination and the organisation of project management documentation. I also kept a close eye on project progress, collecting and analyzing data to spot emerging issues and track progress against milestones.Key achievements:- Upskilled in the use of PowerBI to enhance dashboard development and reporting capabilities for tracking progress of the Sustainable Health Review delivery.- Accepted an assignment to the contact tracing division to provided essential public health advice during the COVID-19 pandemic.

Perth, Western Australia, Australia

Responsible for providing holistic financial advice to a diverse client base, including:✔ Investment advice ✔ Wealth management ✔ Banking & Finance ✔ Cashflow & Tax Planning ✔ Superannuation and Retirement Planning ✔ Risk Management ✔ Salary Packaging & Employment-Related Issues ✔ Estate Planning ✔ Strategies for Expatriates ✔ Social security ✔ Strategic Business PlanningKey achievements:- Co-led the adoption of a new CRM system and establishment of formal policies and procedures. As a result, the business was able to scale significantly and in 2020, was recognised by the Financial Planning Association of Australia (FPA) as the Professional Practice of the Year for excellence in financial planning practices and client service delivery.

Perth, Western Australia, Australia

Responsible for supporting the lead Adviser to provide timely strategic financial plans. Required to manage the preparation of documentation, attend client meetings as well as facilitate less complex client meetings. Contribute to and coordinate the preparation and implementation of financial plans following a discovery to implementation timeline. Direct workflow and oversee task completion, obtaining assistance from paraplanning and the administration team where required.

Perth, Western Australia, Australia

Responsible for preparing and maintaining detailed client files and records, undertaking research and analysis to inform strategy as well as preparing proposals for presentation to clients.

She Codes Plus Program

HTML, CSS, Git, Python, Django, Rest Frameworks, React, JavaScript

Certified Financial Planner, Financial Planning

Professionalism, Ethics, Client Relationship, Stakeholder Relationship, Strategy Development, Applied Structures, Risk Management.

Bachelor Of Commerce (Bcom), Financial Planning And Services, Distinction

Business Law, Communications in Business, Macroeconomics, Econometrics, Economic Techniques, Finance (Introduction, Managerial, Personal.

Bachelor Of Commerce - Bcom, Commerce

Business Application Programming, Statistics for Business, Accounting, Marketing, Management, Economic Principles and Issues, Government.

Education record