Simon Davis Email and Phone Number
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• An emotionally intelligent results driven leader with 30+ years’ experience (20+ years General Management and ~10 years Commercial Analyst) in professional services, corporate and capital markets. • Currently Business Manager at Company Matters, a part of MUFG Corporate Markets, a division of MUFG Pension & Market Services responsible for Operations, Strategy, Finance, New Business Development and Personnel.• Previously, was Head of Operations of Vistra Australia (75 employees) following the role of General Manager for Leydin Freyer (45 employees), an outsourced accounting and company secretarial professional services firm that we grew 200% at ~30% EBITDA margins over 5 years leading to the sale to Vistra – a corporate services firm that operates in ~50 countries with over 5,000 employees.Primary skillsets• Emotionally Intelligent Leadership – five skills of: Self-awareness, Self-regulation; Motivation, Empathy and Social skills. Throughout my career there are many examples of recruitment and retention of high performing professionals to form teams that are set up for success with the right tools, culture and management philosophy to enable them to reach their potential. • Strategy setting – setting the roadmap to achieve targets with best-practice governance, financial reporting, engagement with key stakeholder groups including regulatory bodies and strategic partners. • Financial management - having been involved in small business of the past 20+ years, I have a strong understanding of working capital drivers, budgeting, invoicing, cash management incl debtors/creditors, monthly reporting, cash flow forecasting and ensuring a strong economic return for key stakeholders. • Governance & Risk – compliance of all on-going statutory and government regulations for businesses including monthly board reports and statutory reporting requirements.• Client management + Business Development – strong client relationship skills combined with strategic planning to identify new business opportunities thereby maximizing existing income streams and creating new income streams.Recent achievements include:• General Manager for Leydin Freyer, an outsourced accounting and company secretarial professional services firm which we grew 200% over 5 years, leading to the sale in late 2021 to Vistra – a corporate services firm that operates in 50 countries with over 5,000 employees.• Created a “business within a business” to provide outsourced services to Professional Associations including accounting, company secretarial, professional development.
Mufg Pension & Market Services
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Business Manager - Mufg Corporate GovernanceMufg Pension & Market ServicesMelbourne, Vic, Au -
Business ManagerCompany Matters Pty Ltd Jul 2024 - PresentMelbourne, Victoria, AustraliaEstablished in 2006, Company Matters is part of MUFG Pension & Market Services offering the following services:- Company Secretarial Services & Governance Advisory- Corporate Administration Services- Legal Services- CFO ServicesEach year, the Company Matters' team advises over 300 clients. These clients are large and small. Listed and unlisted. Public, private and not-for-profit. They operate in many different sectors, across the globe and in emerging… Show more Established in 2006, Company Matters is part of MUFG Pension & Market Services offering the following services:- Company Secretarial Services & Governance Advisory- Corporate Administration Services- Legal Services- CFO ServicesEach year, the Company Matters' team advises over 300 clients. These clients are large and small. Listed and unlisted. Public, private and not-for-profit. They operate in many different sectors, across the globe and in emerging markets.Collectively, the Company Matters' team boasts over 200 years' commercial experience. Our aggregate CV includes time spent at the 'coal face' in-house of S&P/ASX 50 entities as well as top tier legal and advisory firms, enabling us to provide technical yet practical solutions. Show less -
DirectorFull Circle Giving Trading Name (Registered March 2024) Of Rpt Pty Ltd - Fundraising Services Feb 2012 - PresentMelbourne, AustraliaServices• Fundraising Services – setting the roadmap to achieve targets with best-practice governance, financial reporting, engagement with key stakeholder groups including regulatory bodies and strategic partners. • Benefactor matching, strong relationships with Private Ancillary Funds (PAFs), High Net-worth individuals and family offices.• Business Development – through strategic planning identifying new business partners to generate maximize existing income streams and identify… Show more Services• Fundraising Services – setting the roadmap to achieve targets with best-practice governance, financial reporting, engagement with key stakeholder groups including regulatory bodies and strategic partners. • Benefactor matching, strong relationships with Private Ancillary Funds (PAFs), High Net-worth individuals and family offices.• Business Development – through strategic planning identifying new business partners to generate maximize existing income streams and identify new income stream whilst maintaining a rigorous approach on economic financial management.• Governance – compliance of all on-going statutory and government regulations for businesses including monthly Board Reports, Minutes, and associated documentation. Show less
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Executive DirectorAustralian Rugby Foundation Oct 2022 - Mar 2024Melbourne, Victoria, AustraliaLaunched in 2014, the Australian Rugby Foundation is the philanthropic arm of Rugby Australia. The Foundation was established to promote the physical, mental and social good of Rugby Union and make a positive impact in the community. Furthermore, our purpose is to enhance the long-term competitiveness and vitality of Australian rugby by raising funds from benefactors to support Rugby Australia’s (RA’s) programs that are under-funded relative to other sporting codes to generate the desired… Show more Launched in 2014, the Australian Rugby Foundation is the philanthropic arm of Rugby Australia. The Foundation was established to promote the physical, mental and social good of Rugby Union and make a positive impact in the community. Furthermore, our purpose is to enhance the long-term competitiveness and vitality of Australian rugby by raising funds from benefactors to support Rugby Australia’s (RA’s) programs that are under-funded relative to other sporting codes to generate the desired outcomes of RA’s strategic vision. • Provided leadership in fundraising for the Australian Rugby Foundation growing revenue by ~700%; • Executed on the delivery of donor programs including hosting matchday VIP hospitality for clients domestically and internationally when the national teams travelled abroad; • Successfully executed on business plans and fund-raising targets; • Reported to Rugby Australia Management and Board when required; and, • Provided leadership, development and implementation of all and ancillary activities and events that supported the growth of the Australian Rugby Foundation. Show less -
Head Of OperationsVistra Nov 2021 - Jul 2022Melbourne, Victoria, Australia• Vistra, a global corporate services firm which offers accounting, company secretarial, taxation, payroll and private wealth services globally, acquired Leydin Freyer (45 employees) on 1 November 2021 and I was appointed to Head of Operations, Australia (75 employees) as part of this transaction.• My responsibilities were as per my role at Leydin Freyer listed below. -
General ManagerLeydin Freyer Corp Pty Ltd Jan 2017 - Dec 2021Melbourne, AustraliaLeydin Freyer (LF) provided outsourced company secretarial and accounting services to public and private companies in the resources, technology, health and biotechnology sectors. I joined as employee #15 and we grew the firm to 45 employees which included an outsourced arrangement with Sundaram Business Services and was responsible for the following areas. • Strategy setting – setting the roadmap to achieve targets with best-practice governance, financial reporting, engagement with key… Show more Leydin Freyer (LF) provided outsourced company secretarial and accounting services to public and private companies in the resources, technology, health and biotechnology sectors. I joined as employee #15 and we grew the firm to 45 employees which included an outsourced arrangement with Sundaram Business Services and was responsible for the following areas. • Strategy setting – setting the roadmap to achieve targets with best-practice governance, financial reporting, engagement with key stakeholder groups including regulatory bodies and strategic partners. • Financial management having been involved in small business of the past 20+ years, I have a strong understanding of working capital drivers, budgeting, invoicing, cash management incl debtors/creditors, monthly reporting, cash flow forecasting and ensuring a strong economic return for key stakeholders. • Governance & Risk – compliance of all on-going statutory and government regulations for businesses including monthly board reports and statutory reporting requirements.• Client management + Business Development – strong client relationship skills combined with strategic planning to identify new business opportunities thereby maximizing existing income streams and creating new income streams. Show less
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General ManagerRugby Victoria Jan 2015 - Jan 2017Melbourne, AustraliaLed a well-qualified team to develop, administer and promote the game of Rugby Union in Victoria.Key duties included:- Execution of the Strategic Plan as developed by the Board and the senior executive team;- Leadership of the governance and financial reporting requirements of the organisation;- Management of key stakeholder relationships including affiliated bodies, State and Local governments;- Marketing, sponsorship and new business development opportunities. -
General ManagerCapitalconnect/Hallmark Editions/Commstrat/Stirling Enterprises Jul 2004 - Dec 2014MelbourneCreated a “business within a business” to provide corporate services: member management, accounting; company secretarial, professional development and event management to many associations.Grew and led the team that was eventually acquired by a large ASX-Listed Private Equity Group.The key responsibilities of the role included: business development and strategic marketing; the provision of corporate governance requirements including the preparation of monthly board papers and… Show more Created a “business within a business” to provide corporate services: member management, accounting; company secretarial, professional development and event management to many associations.Grew and led the team that was eventually acquired by a large ASX-Listed Private Equity Group.The key responsibilities of the role included: business development and strategic marketing; the provision of corporate governance requirements including the preparation of monthly board papers and recording of minutes; ASIC financial reporting requirements; client growth acquisition strategies; and the management of employees who manage other aspects including marketing and communications, continuing professional development (CPD), sponsorship development and conference management. Show less
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Senior AssociateDeutsche Bank May 2002 - May 2004Melbourne, AustraliaEquities analyst covering resource companies including BHP Billiton, Rio Tinto, Alumina, WMC Resources and others -
Senior AssociateCredit Suisse May 2000 - Apr 2002Melbourne, AustraliaEquities analyst covering energy companies including Woodside, Origin Energy, Santos, Oil Search, AGL and others. -
Commercial AnalystBhp Jan 1997 - Apr 2000Melbourne, AustraliaFinancial and project economics modelling of new sales agreements and new projects as well as other marketing initiatives.
Simon Davis Skills
Simon Davis Education Details
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Finance -
Kaplan Professional Education910 Generic Knowledge, 923 Securities -
Management Science (Operations) & Information Systems -
International Baccalaureate -
School Certificate
Frequently Asked Questions about Simon Davis
What company does Simon Davis work for?
Simon Davis works for Mufg Pension & Market Services
What is Simon Davis's role at the current company?
Simon Davis's current role is Business Manager - MUFG Corporate Governance.
What is Simon Davis's email address?
Simon Davis's email address is si****@****tra.com
What schools did Simon Davis attend?
Simon Davis attended University Of Sydney, Kaplan Professional Education, University Of Auckland, The International School Nido De Aguilas, Auckland Grammar School.
What skills is Simon Davis known for?
Simon Davis has skills like Start Ups, Financial Modeling, Investments, Business Strategy, Finance, Corporate Governance, Portfolio Management, Business Analysis, Capital Markets, New Business Development, Capital Raising, Corporate Advisory.
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4gta.com.au, skm.com.au, stantec.com, mercmarine.com
3 +161397XXXXX
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Simon Davis
Greater Melbourne Area -
Simon Davis
Service Delivery Manager @ Gbst | Agile Project Management | Cross-Functional Team LeadershipSydney, Nsw3iress.com, hotmail.com, iress.com.au2 6141064XXXX
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2nab.com.au, nabgroup.com
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