Roger Smith work email
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Roger Smith personal email
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Senior Finance Manager | People Management | Business Strategy & Transformation | Process & Systems ImprovementsI am a Senior Finance Manager with extensive business and cultural transformation experience, converting loss-making businesses back into the black by implementing measurable, targeted sales initiatives that promote employee engagement and enrich company culture. As a dedicated people manager, I genuinely believe that the success of a business is in the hands of the people who work there. I cultivate a sense of ownership and empowerment with my teams and celebrate success wherever possible. Merging four offices into one during 2020 provided me with the opportunity to unite and boost team morale. Client satisfaction scores increased by 30%, and the NSW region achieved a profit in the face of uncertain times. In addition to people management, my meticulous approach to establishing new business strategies and process improvements has re-set a high benchmark for my teams. An emphasis on compliance and governance has resulted in vastly improved advisor performance and financial success. I am known as a committed leader with an innate ability to articulate and fulfil my client’s needs on a deeper level, modelling an unparalleled advisory style to my team. Please feel free to get in touch via direct message here on LinkedIn.
Securitas/Microsoft
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Operations Program Manager - ApacSecuritas/Microsoft Sep 2024 - Present
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Program Director/Process ManagerJbwere May 2022 - Apr 2024Sydney, New South Wales, Australia -
Team LeaderKpmg Australia Jun 2021 - May 2022 -
Nsw Advice Manager - Private ClientsAmp Jul 2019 - Jun 2021Sydney, New South Wales, AustraliaLed 24 Private Client Advisers, 1 Operations Manager and 2 indirect reports to achieve increased revenue and attain high customer satisfaction by building a pro-active culture during a significant time of transformation for the company. SELECTED CONTRIBUTIONS♦ Achieved budget and increased revenue by 15% after several years of trading at a loss, leading the Private Client division in NSW to be the only profitable division in 2020. ♦ Increased client satisfaction scores from 54 to 84, recorded through the Net Promoter system.♦ Merged four AMP offices into one central Sydney office in 2020, resulting in unification of the team, improved company culture and additional revenue. ♦ Increased the result of internal audits based on ‘clients were provided high quality advice everytime’ with all advisers passing audit -
Senior Analyst (Contract)Deloitte Australia Mar 2019 - Jul 2019Sydney, New South Wales, AustraliaRan special purpose remediation project to manage and directly remedy internal controls, policies, and procedures through the application of financial compliance and governance procedures. SELECTED CONTRIBUTIONS♦ Analysed and reviewed previous dealership contracts and files to inspect for inconsistencies or inappropriate advice given. ♦ Coached team members to identify inappropriate advice and ensure correct process and procedures were completed for remediation. ♦ Examined company data to ascertain if correct advice had been given to customers who were believed to have received inappropriate advice. ♦ Completed the project with 100% compliance adherence through coaching and mentoring the team, and a renewed path forward for internal controls. -
Regional ManagerBt Jan 2015 - Oct 2018Sydney, New South Wales, AustraliaManaged the St George retail business within outer and regional NSW and ACT across over 30 Branches - the lowest performing division within the St George group. Reported to the National Head, with 22 direct reports. In 2017, I was moved into Westpac Premium high net worth business in Sydney CBD, which was also under-performing at the time. SELECTED CONTRIBUTIONS♦ Managed and developed Team Members and Advisers to a high performing team through implementing a new operational and cultural change strategy. Propelled the NSW and ACT region into the 2nd performing division. ♦ Onboarded 50% more females at in the team at St George, after inheriting a team of all males. Promoted a strong culture of inclusiveness and diversity. ♦ Grew Westpac Premium from below target at 78% to over 150% in lodgements, resulting in an award for the #1 new business revenue in the country for 2017.♦ Steered the business through the highly visible Banking Royal Commission period, adopting suggested changes for a 9–12 month period whilst maintaining a positive and active sales team. -
Project ManagerBt Financial Group Feb 2014 - Jan 2015Sydney, New South Wales, AustraliaApproached by the BT General Manager to lead this ground-breaking, innovative project within financial services with the objective of uplifting performance metrics, staff engagement and coaching outcomes focused on articulating appropriate fee value to clients though accuracy in communication and delivery style and grow conversion from leads to sales;♦ Delivered a ‘coach the coach’ style leadership, via presentation methods of one on-one F2F coaching, group facilitation as well as digital methods to Senior Leadership ♦ Due to the success of the program, it has now been set as the benchmark for all employees entering the banking business to undertake as part of their onboarding into financial services Westpac♦ Increased average case size by approximately 300%, achieved through individuals placing a higher value on their advice and service and a greater awareness of delivering a tailored communication style to each customer♦ Nominated for ‘Project of the Year’, and later became a finalist, hosted by CEO, Gail Kelly. -
Senior Financial AdviserSt George Bank Jul 2010 - Feb 2014Sydney Cbd -
AdvisoryYellow Brick Road 2008 - 2010
Roger Smith Skills
Roger Smith Education Details
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Master Of Business Administration -
Finance, General -
FinsiaFinancial Planning And Services -
Sydney Church Of England Grammer School (Shore)
Frequently Asked Questions about Roger Smith
What company does Roger Smith work for?
Roger Smith works for Securitas/microsoft
What is Roger Smith's role at the current company?
Roger Smith's current role is Operations Program Manager - APAC at Securitas/Microsoft account.
What is Roger Smith's email address?
Roger Smith's email address is ro****@****ail.com
What schools did Roger Smith attend?
Roger Smith attended Australian Institute Of Business, Kaplan Professional, Finsia, Sydney Church Of England Grammer School (Shore).
What skills is Roger Smith known for?
Roger Smith has skills like Superannuation, Wealth Management, Income Protection, Wealth, Investment Strategies, Investment Advisory, Financial Advisory, Wealth Accumulation, Retirement Planning, Retirement, Pensions, Strategic Financial Planning.
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Roger Smith
Canberra1rniconsulting.com.au1 6126258XXXX
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Roger Smith
Greater Sydney Area2hotmail.com, hotmail.com3 +131436XXXXX
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Roger Smith
Sydney, Nsw -
2orica.com, kcc.wa.edu.au
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2boc.com, flexihire.com.au
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