Robert Cellini Email & Phone Number

Melbourne, Vic, Au

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

Role Purpose:To act as a conduit between CBUS and prospective merger partners and co-ordinate all activities associated with the due diligence process.Major Achievements:Created and developed strong relationships with key stakeholders and SME’s across CBUS, Merger Partner, Investment Consultants, Lawyers, Advisors, technology providers and other associated parties.Created datarooms to securely provide information and data to Merger Partner for due diligence activities.Successfully engaged with many SME’s across the entire business to collate and upload ~600 pieces of documentation within a timely manner. Co-ordinated ~ 320 follow-up questions and responses post RFI between CBUS and Merger Partner as part of due diligence process.Responsibilities:Support CBUS due diligence activities Support Merger Partner due diligence activitiesAct as a key conduit between CBUS and Merger Partner and associated advisors for mutual exchange of information, data and questions.Maintain & update project templatesAssist with preparation of board papers, status reports and other key papers for various committeesSet up and co-ordinate meetings and workshops to facilitate exchange of information as part of due diligence process.

Melbourne, Australia

Role Purpose:Build and maintain relationships with superannuation rating agencies to help position VicSuper favourable amongst industry competitors.Maintain and utilise a comprehensive database of industry research and statistics to regularly analyse and inform VicSuper performance against industry across multiple measures.Major Achievements:Created new and grew existing relationships with key external providers such as superannuation rating agencies and benchmark consultants that ultimately lead to a number of industry awards.Lead an initiative to review our fees against the market that resulted in a price reduction of 6+bps and move VicSuper from 3rd into 2nd quartile comparative positioning.Utilised industry research and statistics to lead routine benchmarking initiatives such as member outcomes assessment, review of internal fund metrics and provide various insights for executives and senior leaders regarding our relative positioning against the industry. Key player in annual strategy & business planning process by providing insight into industry benchmarks and trends. Chosen to manage portal, provide documents and co-ordinate questions/responses for due diligence phase of proposed merger.Responsibilities:Creating, growing & maintaining relationships with external rating agencies & research houses.End-to-end management and co-ordination of all data/information requirements of the fund for rating & award submissions.Manage a comprehensive competitive intelligence quantitative dataset that allows for ready access to competitor and market information across VicSuper’s key strategic pillars.Preparing, developing and analysing key quantitative financial and non-financial information to ensure that management makes well-informed decisions to ensure future growth and viability.Provide strategic and analytical input into macro growth and retention strategies and initiatives.

Melbourne, Australia

Role Purpose:Partner with businesses to provide insight and guidance into costs of their product and service offering Major Achievements:Successfully managed 30+ costing reviews from green-field analysis to model updates across various areas of the Bank; consistently achieving customer satisfaction scores of 80% or more on all reviews.Undertook a review of the Global Trade business worth $150m; which previously had only ever been Australia focus. This exercise involved liaising with over 15 countries to obtain relevant information/data. As a result, I was able to provide insight into the three operating models along with analysing the cost and efficiency of over 50 processes in 16 countries.Lead from Melbourne a detailed and complex review into the $50m New Zealand Institutional Payments & Cash business. Successfully presented analysis in under 3 months, with key findings around channel effectiveness and impact of operational costs on products.Responsibilities:Partnered with businesses to lead, develop, implement and manage cost management strategies that were aligned to business strategies and goals.Engaged and managed all key customers to clearly understand all business requirements and ensure appropriate and effective resource allocation along with project delivery.Provided detailed analysis, insights and recommendations for business performance improvement.

Melbourne, Australia

Role Purpose:Partner with businesses to provide insight and guidance into costs of their product and service offeringMajor achievement:Chosen to lead and manage the first ever cost review into the $700m Mortgages business. Significant outcomes of the review included analysis of the efficiency of their operational processes and a deep insight into the cost of on-boarding new customers via a variety of channels.Responsibilities:Assisted and educated internal customers by providing analysis, insight and recommendations to better understand their respective areas and control/manage their resultant costs structures and product/services offerings.

Melbourne, Australia

Major achievement:Successfully managed and coordinated the completion of 12-15 quarterly commentary datasets submitted to Group Finance for regulatory and management purposes.Responsibilities:Responsible for the financial management, control and reporting of the monthly, quarterly, half-yearly and annual results.Analysis & interpretation of monthly, quarterly, half-yearly and annual results for Business Unit Heads, Divisional management & Group Finance.Financial modelling Balance Sheet and Profit/Loss key metrics and business drivers.Construct and manage the annual budget/business plan process (~$350m).Monthly maintenance, review and update of the forecast position for select business units.

Melbourne, Australia

Major Achievement:Successfully coordinated the development of the annual network budget model.Responsibilities:Responsible for the monthly board report (Profit & Loss and Balance Sheet) incorporating results for three funds and associated commentary and analysis of those funds.

Cpa Qualification, Accounting

Graduate Diploma Of Applied Finance

Bachelor Of Business, Accounting