Sam Jones Email and Phone Number
Sam is an experienced accounting & finance professional with recent project management and SaaS implementation experience.He has accounting experience within a publicly listed group financial reporting team and has spent time working within payroll, accounts payable & receivable teams.He has 5 years of banking experience working as a credit analyst, frontline risk manager, strategy analyst and team manager of commercial and corporate analyst teams.Currently his work is focused on business and process improvement within the financial services team of the University of Victoria. His key project is a SaaS implementation to improve workflow, customer and employee experience.Given the experience above, his strengths include:- Undertaking financial (and credit) analysis of various business’s and understanding their drivers of success and causes of challenges- The ability to recognize and manage various forms of risk- Translating complex topics into simple, easily digestible concepts - Producing solutions that align to strategic goals of the organization - Managing cross functional teams & projects - Being a positive culture agent, even in challenging & stressful environmentsAustralian Citizen/Canadian Permanent Resident
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Associate Director, Payments And BankingUniversity Of VictoriaVictoria, Bc, Ca -
Associate Director, Payments & BankingUniversity Of Victoria Aug 2024 - PresentVictoria, British Columbia, CanadaI manage the team responsible for reimbursements, invoice payments and the facilitation of the corporate credit card program at the university. We utilize a variety of systems to achieve our service goals including Ellucian Banner, Millennium FAST, TeamDynamix, ChromeRiver and a number of proprietary applications. Service excellence is a core team value and I am always looking for ways to improve customer experience through better processes, upgraded technology and training.
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Business Analyst, Financial ServicesUniversity Of Victoria Dec 2020 - Aug 2024Victoria, British Columbia, CanadaWorking within the financial services team (payroll, accounts payable & receivable, banking, and procurement) I managed projects focused on:- Improving customer service & experience- Mapping & updating internal processes (particularly focused on risk controls)- Introducing new technology to improve our speed and service deliveryA major project I delivered was a SaaS implementation (TeamDynamix ITSM) that provides better transparency of request progress for customers and workflow management for team members.This role also involved:- Managing communications plans - Facilitating training for planned changes and technology introductions (both in person and online)- Providing creative solutions in a lean budgetary environment- Leveraging existing technology and resources in new ways for better results- Being reassigned to high priority, time sensitive tasks that required a broad skillset to address
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Team Manager - Business & Corporate Banking (Corporate Team)Commonwealth Bank Mar 2020 - Jul 2020Melbourne, Victoria, AustraliaSee role below for description. -
Team Manager - Business & Corporate Banking (Commercial Team)Commonwealth Bank Feb 2019 - Feb 2020Melbourne, AustraliaAs a team manager I was responsible for workflow management, risk management, education & training, recruitment and performance management for a teams between 12 and 19 lending portfolio analysts. The team was responsible for undertaking research and writing credit applications for traditional balance sheet & cash flow lending, working capital and asset finance products ranging from $3m to $150m. Some of the key outcomes achieved during this role included:- Bringing the teams regulatory and credit risk KPIs into tolerance - Developing a structured training program focused on retention, skill development and career progression- Boosting team engagement & employee satisfaction scores year on year - Introducing initiatives to boost productivity which meant faster turnaround times for lending applications and improved client outcomes- Improving the recruitment practices and developing clearer recruitment goals to help build a happy, high performing culture
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Strategy & Business Performance AnalystCommonwealth Bank Apr 2017 - Feb 2019Melbourne, AustraliaThis role focused on identifying growth opportunities, reporting on trends, work on change projects and process improvement. Some key outcomes achieved during this role:- Improving processes to ensure adherence to operational & credit risk requirements including anti-money laundering, privacy, data quality, credit quality and information management.- Leading the analysis behind a state business restructure project- Producing monthly financial, risk & customer satisfaction report packs for the senior leadership team allowing more responsive and agile decision making by management. - Advising managers on business strategy and process improvements through individual consultation and presentations at leadership meetings
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Business Improvement ManagerCommonwealth Bank Aug 2016 - Mar 2017Melbourne, AustraliaThis role was focused on improving regulatory & credit risk compliance, portfolio staff capability across the business. Some key outcomes achieved during this role:- Improving the reporting, notification and remediation of credit and operational risk issues.- Creating, implementing & managing an enhanced monitoring system that included the use of visual management boards.- Managing the introduction of a new AML/ATF process including training of staff and advising specific case requirements when on boarding complex customer groups and identification of beneficial owners- Improving staff retention & speed to productivity through improved local onboarding and training processes.
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Operations & Ecommerce ManagerKooee! All Natural Snacks Aug 2015 - Jan 2016Launceston, AustraliaWorked on the launch of a snack food company that is now found in most major supermarkets in Australia. Within a start-up with only a few staff you cover multiple roles but some of my key achievements in my time there included:- Undertaking the selection, build and launch of the online store & ensuring the user interface was effective across multiple platforms. This also included organizing the payment & delivery channel and process- Producing the product within the factory from end to end (including packaging)- Achieving early consistent sales growth via early sales channels & food expo’s through knowledge of product and clear understanding of what the brand represented -
Agribusiness AnalystCommonwealth Bank Jan 2015 - Aug 2015Eastern VictoriaI worked as an analyst within the regional & agribusiness banking team. The role included preparing the analysis & risk assessment on transactions up to $20m across a variety of agriculture sectors. Key outcomes achieved during the role included:- Providing comprehensive analysis of deals including appropriate structuring to ensuring regulatory & bank policy compliance- Being selected to educate colleagues from across the region in new platform & tool usage to ensure all team members are being able to complete work as effectively as possible- Leading projects at the state level aimed at providing current, relevant and understandable information to senior management regarding the local market and opportunities allowing for informed decisions to be made on staffing, strategy and expenditure.
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Graduate AnalystCommonwealth Bank Jan 2014 - Jan 2015Eastern VictoriaObtained a graduate role with Australia’s largest bank during a highly competitive recruitment process. The role provides board exposure across the bank & to senior leaders to assist in nurturing future leaders for the organization; time is split between in role & project experiences. Key outcomes from the role included:- Building a comprehensive internal & external stakeholder network.- Leading both local and national special projects focused on business growth, customer satisfaction & improving risk management practices.- Developing the credit writing & business process skills to be promoted into an analyst role prior to the conclusion of the program
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Group Reporting AnalystLend Lease Jan 2009 - Aug 2011Sydney Area, AustraliaMember of the Group External Reporting team assisting with the delivery of the full and half yearly statutory accounts. Key outcomes from the role included:- Completion of allocated notes to the financial reports- Organizing the review of subsidiary submissions to ensure required information is provided and complete- Managing the quality control process for note revisions- Responding to auditor requests for additional information -
Communications InternOxfam Australia Jul 2010 - Dec 2010Sydney Area, Australia/ New Dehli, IndiaI was awarded a co-op scholarship between Monash University and Oxfam International. I worked as a member of the Public Policy and Outreach Youth team coordinating and editing all communications for the newsletter, website & blog. Key outcomes from the role included:- Management of youth team external and internal communications- Improving quality and functionality of the Oxfam International Youth Program website- Managing a team of 12 volunteers to deliver a daily bi-lingual newsletter (at the International Youth Conference in New Delhi, India)- Maintaining the newly launched website for the youth programs team - Managing the upgrade of online resources relating to the youth program including content creation & editing- Coordinating contributions for the monthly Voice (program) newsletter with key stake holders
Sam Jones Skills
Sam Jones Education Details
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Accounting, Banking & Finance -
Catholic College SaleEnglish/Maths/Science/Business
Frequently Asked Questions about Sam Jones
What company does Sam Jones work for?
Sam Jones works for University Of Victoria
What is Sam Jones's role at the current company?
Sam Jones's current role is Associate Director, Payments and Banking.
What schools did Sam Jones attend?
Sam Jones attended Monash University, Catholic College Sale.
What are some of Sam Jones's interests?
Sam Jones has interest in Economic Empowerment, Civil Rights And Social Action, Politics, Education, Environment, Poverty Alleviation, Human Rights, Health.
What skills is Sam Jones known for?
Sam Jones has skills like Risk Management, Microsoft Excel, Financial Analysis, Project Management, Financial Modeling, Finance, Marketing, Critical Thinking, Business Strategy, Process Optimization, Team Leadership, Business Efficiency.
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