Rick Li Email & Phone Number

Sydney, New South Wales, Australia

Reporting to the CFO, I am accountable for the RedZed’s treasury risk and liquidity management, funding and securitisation programs, banking partnerships, and investor relations.

Reporting to the CFO, I am accountable the Group’s funding, securitisation program, treasury risk management, and relationships with the Group’s banking partnerships and external investors.

Reporting to the Managing Director and the Board, I was responsible for the day-to-day management of the marketing, finance, HR, and operations of the business and execution of strategic initiatives for the business.

Reporting to the Group Treasurer, I was responsible for the execution of funding transactions (including warehouses, term issuances and whole loan sales) in support of the Group’s various lending businesses. A key part of my role is to represent the Group in fostering strong working relationships with Pepper’s key funding partners, investors and other external counterparties and internal stakeholders.

Sydney, Australia

Reporting to multiple TfNSW Deputy Project Directors, I provided advice and project management expertise on business unit strategy, project governance, and project business systems. I led the implementation of solutions that integrated the project’s systems and processes, and aligned them to TfNSW objectives. In addition, I mobilized key strategic initiatives and projects for the project executive leadership team to drive a consistent culture for the project team and its principal contractors.

Reporting to the Group Treasurer, I was responsible for the execution of funding transactions. (including warehouses, term issuances and whole loan sales) in support of the Group’s various lending businesses. A key part of my role is to represent the Group in fostering strong working relationships with Pepper’s key funding partners, investors and other external counterparties and internal stakeholders. I have completed private placements, and public RMBS transactions, Wholeloan sale of… Show more Reporting to the Group Treasurer, I was responsible for the execution of funding transactions. (including warehouses, term issuances and whole loan sales) in support of the Group’s various lending businesses. A key part of my role is to represent the Group in fostering strong working relationships with Pepper’s key funding partners, investors and other external counterparties and internal stakeholders. I have completed private placements, and public RMBS transactions, Wholeloan sale of mortgages, construction loans funding, auto and equipment warehouse facilities, and other warehouse facilities. Show less

Sydney, Australia

In this role, I develop and implement solutions designed to increase cultural and performance improvements in the organisation, I analyse job task protocol and make recommendations for improvement, ensuring that any change management programs encompass continual improvement of the approved system for all organisational levels and the organisation is informed through executive level briefings and organisational training. Through continual collaboration, I ensure that client service and… Show more In this role, I develop and implement solutions designed to increase cultural and performance improvements in the organisation, I analyse job task protocol and make recommendations for improvement, ensuring that any change management programs encompass continual improvement of the approved system for all organisational levels and the organisation is informed through executive level briefings and organisational training. Through continual collaboration, I ensure that client service and expectations remain each team member’s top priority.• Developed and implemented the overall management system for the $9B Sydney Metro NorthWest project, created as a roadmap to define key policies and processes, and the intermeshing of procedures to achieve organisational goals and objectives.• Devised a business system strategy and an overall technology strategy intended to foster a culture toward the systems-based management approach, increasing engagement for a PPP infrastructure project, and enabling a portfolio review to coincide with a planning and needs analysis.• Designed and wrote an issues appraisal and decision-making framework through which all significant and critical issues were discussed and escalated according to severity.• Created a document information management framework for internal staff and external contractors. Show less

In this role I was involved in all types of business development, managing project deliverables, and providing strategic advice in relation to financial implications of actions and risk management. I regularly communicated with clients on the topics of commercial issues, project availability and project management to ensure satisfaction and resolve issues. I strived to foster an overall corporate culture of considering the needs of clients at the commercial level.• Directed the build… Show more In this role I was involved in all types of business development, managing project deliverables, and providing strategic advice in relation to financial implications of actions and risk management. I regularly communicated with clients on the topics of commercial issues, project availability and project management to ensure satisfaction and resolve issues. I strived to foster an overall corporate culture of considering the needs of clients at the commercial level.• Directed the build and implementation of an enterprise technology solution designed to oversee resource planning, customer relationships, and campaign management.• Managed the development and implementation of a mobile technology solution (iPhone app) within the pharmaceutical industry targeted to focus on customer requirements analysis and budget management.• Designed an organisational change plan and human resource strategy for a major aged care provider.• Created a mergers and acquisition strategy for a major retail industry organisation, involving financial, risk, and business processes analyses.• Developed a key business plan for a leading healthcare provider. Show less

As a senior manager for the bank, I was challenged with driving profit-building strategies in the organisation and handling the execution over $10B in financial transactions. I was continually involved in financial/credit analysis, customer and stakeholder liaison, contract negotiations, and process improvements. With a keen eye for prospecting, I identified capital market opportunities within Asia, promoting financial solutions to clients, and obtaining credit approval. I also played a key… Show more As a senior manager for the bank, I was challenged with driving profit-building strategies in the organisation and handling the execution over $10B in financial transactions. I was continually involved in financial/credit analysis, customer and stakeholder liaison, contract negotiations, and process improvements. With a keen eye for prospecting, I identified capital market opportunities within Asia, promoting financial solutions to clients, and obtaining credit approval. I also played a key role on the BASEL compliance team to ensure governance, and regulatory compliance as related to capital requirement issues.• Grew business from an annual revenue of $500K to $25M in four years.• Managed key stakeholders, accounting for 30+% of the annual divisional revenue. Show less

As a founding partner of the business, I was involved in business development and service delivery, actively seeking out start-up companies, and offering financial, technological and management consultation. I handled strategic development, marketing, operational management, financial management, and customer relations. I also advised the organisation on critical factors of operation, including valuation, risk assessment, and commercial viability for $500M+ in transactions.• Designed a… Show more As a founding partner of the business, I was involved in business development and service delivery, actively seeking out start-up companies, and offering financial, technological and management consultation. I handled strategic development, marketing, operational management, financial management, and customer relations. I also advised the organisation on critical factors of operation, including valuation, risk assessment, and commercial viability for $500M+ in transactions.• Designed a “go-to-market” and finance strategy for an Australian retail company.• Designed and implemented asset/liability management strategies for a national utilities company.• Designed and implemented a customer processing operational and change strategy for a national leasing group, resulting in increased speed to market and distribution.• Led process re-engineering programs for an Australian IT consulting group, resulting in a real-time group view of working capital and cash flow. Show less

Sydney

Mba

Mbus, Master Of Business In Finance