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Simon Chan Email & Phone Number

Trusted and results-focussed Finance leader and business partner | Making the complex simple | Balancing financial, business and risk outcomes | Casting positive leadership shadows | at Westpac Group
Location: Sydney, New South Wales, Australia 14 work roles 3 schools
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Trusted and results-focussed Finance leader and business partner | Making the complex simple | Balancing financial, business and risk outcomes | Casting positive leadership shadows |
Location
Sydney, New South Wales, Australia
Company size

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Simon Chan is listed as Trusted and results-focussed Finance leader and business partner | Making the complex simple | Balancing financial, business and risk outcomes | Casting positive leadership shadows | at Westpac Group, a company with 29965 employees, based in Sydney, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Simon Chan.

Simon Chan previously worked as Head of Finance, Mortgages LoB (Line of Business) at Westpac Group and Head of Business Performance, Specialist Businesses Division at Westpac Group. Simon Chan holds Bachelor Of Business, Accounting & Management from University Of Technology Sydney.

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Westpac Group

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About Simon Chan

I am a trusted Finance Leader and Professional:- With a proven track record of authentic, courageous, and balanced leadership; - Manages financial outcomes across a diverse range of businesses through a ‘portfolio CFO’ mindset; and - Prioritises delivery of value-accretive change, balancing achievement of financial, risk and business outcomes.My leadership style is centred around leading with conviction, authenticity and constructive challenging. This style enables me to build resilient strong team cultures valuing accountability, engagement and performance.My three key strengths:1. Delivering compelling insight and advice to improve financial performance though by connecting the dots between business drivers, financial and risk outcomes, and acceptable stretch;2. Creating clarity amidst complexity and chaos. I present clear articulation of key strategic issues and challenges, facilitate buy-in and different perspectives, and outline key actions and accountabilities; and3. Building engaged, high-performing teams with strong identities. This is enabled through my approachable leadership style, combined with coupled with a focus on fostering clarity, care, and connection, creates an environment conducive to personal growth and achievement for my team.My key capabilities:- Financial planning and analysis (FP&A) – Led performance reporting, forecasting and target setting processes to facilitate disciplined financial performance management. Articulated linkages between key business drivers and target financial outcomes. Partnered with businesses to develop 5-yr strategic financial and business plans. - Board and executive financial reporting – Presentation of financial performance updates for executive teams, emphasizing key focus areas, potential challenges, and necessary management actions.- External reporting disclosures – Preparation of financial reporting disclosures, including commentary, for release to the external market. - Financial investment governance – lead key processes and forums to support robustness of financial investment governance, including management of spend, adherence to key milestones, and realisation of business and financial benefits. - Experienced business partnering and relationship management with senior stakeholders.

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Westpac Group
Westpac Group
Trusted and results-focussed Finance leader and business partner | Making the complex simple | Balancing financial, business and risk outcomes | Casting positive leadership shadows |
sydney, new south wales, australia
Website
Employees
29965
AeroLeads page
14 roles

Simon Chan work experience

A career timeline built from the work history available for this profile.

Head Of Finance, Mortgages Lob (Line Of Business)

Current

Sydney, New South Wales, Australia

Apr 2024 - Present

Head Of Business Performance, Specialist Businesses Division

Sydney, New South Wales, Australia

(i) Enhanced investment financial governance processes for SBD division, including tracking of delivery against gold milestones and business outcomes. FY23 investment spend managed within target, and >85% gold milestones achieved.(ii) Delivering consistent and clear executive reporting and insights to support the SBD division executive team to outperform.

May 2021 - Apr 2024

Head Of Business Performance & Control, Business Division

Sydney, Australia

(i) Simplification of division performance reporting and forecasting processes.(ii) Led successful team adaption of operating under new hybrid/distributed working arrangements, prioritising team mental health, connection and engagement.

Nov 2019 - May 2021

Director, Wbc Group Financial Performance, Group Finance

Sydney, Australia

(i) Business lead to successfully implement the Group’s strategic performance reporting capability (TM1) and enhance the control environment for performance management reporting.(ii) Business lead to successfully integrate new Hyperion reporting tools and systems into BAU processes to deliver the Westpac Group’s external reporting.(iii) Transformed the.

Feb 2015 - Nov 2019

Head Of Business Performance And Balance Sheet Management, Australian Financial Services

Sydney, Australia

Aug 2012 - Nov 2015

Financial Controller - Mortgages, Deposits, Premium Financial Services

Nov 2011 - Aug 2012

Head Of Performance Management And Analytics, Westpac Retail And Business Banking

Sydney, Australia

Nov 2009 - Nov 2011

Head Of Finance, Transformation Program Financial Control

Westpac Group

Sydney, Australia

Jul 2008 - Nov 2009

Head Of Business Performance, Banking Technology Solutions & Services

Sydney, Australia

Nov 2007 - Jul 2008

Head Of Finance, Product And Channel Transformation

Sydney, Australia

Nov 2005 - Nov 2007

Senior Manager, Business And Consumer Banking (Finance) – Sales And Service

Business And Consumer Banking (BCB)

Jan 2002 - Nov 2005

Manager, Business Advisory - Australian Banking Products

Mar 2001 - Jan 2002

Manager, Retail Mortgages Business Performance

Sydney, Australia

Jan 2000 - Mar 2001

Analyst, Mortgage Product And Broker Distribution

Sydney, Australia

May 1999 - Jan 2000
Team & coworkers

Colleagues at Westpac Group

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3 education records

Simon Chan education

Education record

Sydney Technical High School, Bexley
FAQ

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What company does Simon Chan work for?

Simon Chan works for Westpac Group.

What is Simon Chan's role at Westpac Group?

Simon Chan is listed as Trusted and results-focussed Finance leader and business partner | Making the complex simple | Balancing financial, business and risk outcomes | Casting positive leadership shadows | at Westpac Group.

Where is Simon Chan based?

Simon Chan is based in Sydney, New South Wales, Australia while working with Westpac Group.

What companies has Simon Chan worked for?

Simon Chan has worked for Westpac Group.

Who are Simon Chan's colleagues at Westpac Group?

Simon Chan's colleagues at Westpac Group include Ben Eiszele, Mimi F, Karen Walker, Catherine Huynh, and Kritika Kharel.

How can I contact Simon Chan?

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What schools did Simon Chan attend?

Simon Chan holds Bachelor Of Business, Accounting & Management from University Of Technology Sydney.

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