Corporate Momentum is best described as a multi-disciplinary consultancy with a focus on delivering new profit for its clients through tailored programmes of activity. We identify and address key skill and resource gaps in your current business to get you from where you are now, to where you want to be.We specialise in four business outcomes. Profit Growth, Business turnarounds, Business exit planning and execution and Family business successions.Importantly, we don't just help you make a plan for your business, we roll up our sleeves and help you implement it until the desired outcome is achieved.After 20+ years in the game it's quite likely that we've already worked with brand names that you know and trust.Read more on our website at www.corporatemomentum.com.au.

Trusted partner to clients offering a broad range of advice, support and guidance in Finance, Analytics and Customer Experience.Working across Corporates, SMEs and Charities in a number of industries including FMCG, NFPs and Digital.Working in Salesforce, Certinia, and Tableau CRM to support businesses on their digital transformation journey.Identify gaps in existing business processes and work toward streamlining / automating these processes to improve operational performance.Implement new digital solutions in CRM and ERP platforms.Provide data and insights in the design and structure of marketing campaigns.Interpret and have a clear understanding of client financials, including budgeting & forecasting.Identify & review current business reporting processes with implementation of more effective reporting tools where required.Identify core areas of a business (pillars) and construct both individual reporting and staffing changes required to achieve the growth strategies.Developing and maintain client relationships for long term success.Service OfferingFinance- Support improvements in budgeting processes, allocation models, business planning.- Creation of Key Performance Indicators linked to Strategic Plans.- Advice on management of monthly and annually reporting of revenue, expenses and FTE. - Best practice advice on accounting management through Certinia (ERP)Analytics- Creation of analytics and model to enable confidence decision making- Dashboard design and implementation to provide daily, weekly and monthly reporting- Visualisation expert to help drive user engagement and story telling- Forecasting model design and creation to predict financial results, sales performance, FTE requirements and operational activity.Customer Experience- Creation and design of marketing campaigns to engage with customers- Customer Lifecycle and Journey Mapping- Customer Lifetime Value Model design and implementation- VOC and NPS Analysis.

BOQ Group operates BOQ, ME Bank and Virgin Money Australia. Reporting to the Head of Customer Strategy and InsightsResponsible for leading strategic projects undertaken by Group Customer Strategy. This involved completing complex and detailed analytical reviews of current business and industry performance and developing improvement and growth recommendations. Worked with external platform providers to design and launch a Brand Tracking Survey. With advice from the Brand & Marketing team I finalised the design of the survey. Partnered with external providers InMoment and Dynata to launch the survey on their platforms and integrate the response data into BOQ’s survey platform. Supported the team to design a new Customer Experience measurement framework to respond to changes in external NPS benchmarking providers.Communicate and implement customer strategy internally and externally.Manage strategic activities in the customer program.Lead discussions with leadership and stakeholders to advance initiatives.Lead specific workstreams, driving completion of strategic projects.

Transition into a dedicated digital transformation role at a global engineering firm.Using Prince2 project management to lead the delivery of 3 transformation projects.Facilitated the rollout of the National Key Account Management Framework with the National Pre-Sales Manager. Led the development and deployment of a holistic company solution, BidConnect, leveraging the Microsoft PowerPlatform. Managed a team of six developers to create three distinct applications supporting the Presales Team in winning bids. Championed the creation and launch of a national Innovation Framework within the Infrastructure Solutions business. Develop policies, frameworks, processes, and systems, which support and deliver components of the transformation.Identify and develop suitable pilot initiatives to test one or more components of the transformation.Assess the success of pilot initiatives and recommend initiatives for scale-up where appropriate.Support the business with pilot, scale-up and transform initiative implementation.Support the reporting of initiative implementation progress and value delivered to the organisation.Utilise established change management techniques and frameworks.Manage the near- and long-term impacts of strategy transformation and change on the business.Engage with stakeholders across the business to translate and embed transformation and change including strategic communications and coaching activities.

Supporting clients in business and digital transformation and improvements in finance, analytics and customer. Grand Royal Group – Migrated all business analytics from legacy system to Salesforce. Developed 2 Dashboards and 80 reports, as well as training IT department on use of tools.CXC – Project managed Go live of new implementation into Certinia (ERP) and transformation of business process, and training of staff. Supported change management actions.Novotech – as the result of a business merger, managed and negotiated the integration of 2 monthly financial management practices. Lead the elaboration, design and agreement of a new supply chain management process and wrote the solution design document.eBay - Worked with eBay’s National Category Management Department to develop a new always-on fit for purpose dashboard in Tableau CRM. Improved the team awareness and response to key accounts’ financial, sales and KPI performance. Liaised with data engineers across China, Germany and England to implement changes to Salesforce.Middlemore Foundation – Conducted a systems review to identify issues and potential improvements to the IT infrastructure for the management of fundraising and donor interactions. Developed a solution design document to respond to critical business issues and a change management plan.Etika – Conducted best practice research in the management of foreign currency exchange. Designed and implemented a solution and developed reporting to support the CEO and CFO. Kincare - Worked with inhouse IT and Salesforce to improve database management techniques and address existing capacity constraints. Identify a method to delete data and maintain correct records, while changing day to day ongoing operations.

An opportunity to get some experience in a Government Department on a 6 month contract.Successfully led the establishment of a Strategic Performance Reporting Framework, monthly dashboard and workforce forecasting model for the Senior Executive Team.Regular stakeholder engagement with the Commissioner, Deputy Commissioners and Assistant Commissioners to create a Mid-Year Fiscal and Economic Review submission.Plan, develop and manage project scope, timelines, budget.Identify and escalate project risks, issues and dependencies, including reporting to Senior Executives, Project Portfolio Board and Senior Responsible Officer.Prepare key project documentation (e.g. project plan, requirements documents).Build strong and effective working relationships with business representatives and stakeholders to leveraged shared business resources for the project.Drive operational and business readiness for the change.Support a performance culture and focus on realisation of project benefits.

Transition into Salesforce domain and combining analytics delivery, customer mindset and accounting qualifications2nd project role in a merger/demerger environment.Leading, designing and implementing the analytics program at CSG to support their migration to Fuji Xerox post acquisition. Guiding improvements in Sales team management and accounting practises Develop, design, and maintain interactive dashboards and reports using Tableau CRM in Salesforce.Integrate data from multiple sources, ensuring data quality and consistency.Develop and implement advanced analytics models.Design and deliver comprehensive and accurate reports.Write, optimise, and manage SQL queries for data extraction and analysis.Collaborate with cross-functional teams to identify data requirements and opportunities.Implement and promote best practices in data governance and management.Support the development of data-driven strategies and solutions

Delivered all project goals for customer experience and customer data for the acquisition & migration of Suncorp Life Insurance products & customers to TAL. Managed product NPS throughout the migration.Using Prince2 methodology;Oversee multiple streams of work and drive an open and positive inter-dependant relationship between the Project Team, Suncorp and TAL stakeholders.Responsible for managing, monitoring and auditing each phase of the implementation and the related project plans and budgets.Oversee scheduled activities and maintain plans.Proactively anticipate project deviations, maintain communication with key stakeholders, and/or take immediate corrective action.Manage the delivery of all monthly project management documents and regular briefs to the Project Steering Committee. Provide high level advice on issues and risk related to contract delivery between Suncorp and TAL. Customer Initiatives;Map the customer journey and lifecycle. Maintain a customer risk register. Develop and implement always-on trigger-based marketing campaigns. Work with UX to ensure new quote flows provide existing customers with a seamless transition. Work with Data Engineers and Architects to identify and implement processes to manage the collection, migration and use of customer data between 2 organisations.

Transition into Consultancy, leading a team of 10 Analysts, Data Scientists and Database Administrators.Managing delivery of Data and Analytics services to 60 clients across Australia & New Zealand's largest Charities and NFPs. Supporting Charities to maximise their fundraising programs. Creating the 2018 Charity Benchmarking Reporting for Australia, New Zealand and the Netherlands. Lead and inspire the Data & Analytics team, ensuring efficient operations and exceptional client outcomes.Serve as a principal consultant to Charities in managing their donor data and segmentation models.Act as a business champion and facilitative leader, gathering, analysing, and documenting business needs, issues, and desired outcomes.Facilitate the redesign of processes and/or systems to enhance efficiency and effectiveness where appropriate.Develop new products and bring them to market for existing and prospective clients.Provide leadership, guidance, and mentorship to the team, fostering a collaborative and innovative culture.Manage FTE and Budget of the team.

Combining Analytics with Customer Experience to create many new Customer Experience analytics models, dashboards and reports.2 year project to deliver an enterprise wide Customer Lifetime Value model for all lines of business covering 9 million customers. Current value model reconciled to NPAT results, and a 5 year future value modelNew customer segmentation model, leveraging the CLV model.Customer Retention model to influence the design of customer marketing campaigns. This led to the creation of Suncorp's 'Double Up and Save' campaign which increased GWP by $20m in the first year.Lead & provide support, advice and coaching to junior analysts to enable them to develop their career and grow.Develop Customer Metrics for organisation and executive scorecards.Manage the roadmap and backlog of work, and liaise with stakeholders to prioritise items for delivery while maintaining a healthy team.Support Marketing and Product decisions and help to establish a data driven understanding of the current customer behaviours.Effectively and independently combine complex data from multiple sources and identify new sources of data to augment analysis.Measure, benchmark and analyse the performance of Suncorp's customer experiences across multiple platforms and channels.Support the design and targeting of marketing campaigns.Prepare business cases on the viability of new customer propositions and initiatives.Effectively utilise both report writing and dashboards as part of interpreting customer experience insights for a wide range of stakeholders.Consistently apply best-practice techniques, and produce sharable, reproducible results.Present complex analysis to stakeholders, in a simple and compelling way.

Career Shift from Analytics roles into Customer Experience and Marketing Campaign Design.Doubled the sales performance of a BTL marketing campaign from $7m to $14m in one year. Integrated third party data and customer needs analysis to focus the campaign on key customer pain points.The delivery of the portfolio strategic direction through the design and implementation of customer focused solutions. Focus on acquisition and retention of customers and influence the portfolio’s P/L and key business objectives.Design and implement customer focussed product solutions and initiatives utilising a strong understanding of competitors product, market and industry trends.Conduct customer needs analysis to address any threats and opportunities.Identify opportunities to improve process, systems and procedures to support business improvement in collaboration with the relevant business units.Develop and maintain positive working relationships with key portfolio stakeholders.Monitor performance of the channels and actively work with the channel representatives to increase performance and exceed targets.Manage the implementation of key portfolio projects to meet the key business initiatives.

Advisor to 5 National Distribution Managers, covering $2bn in insurance premiums for Commercial, Statutory and Personal products. Merged 2 analytics functions into one team, and developed a new suite of reports following a restructure.Led a multi-skilled team to build a Channel Profitability model. Assisting the Distribution National Leadership team to make strategic decisions based on a solid evidence base.Led the Distribution National Leadership team through a change management journey to review, consolidation and enhance the annual budgeting process. Harmonised three disparate processes and provided the Executive General Manager Distribution with greater strategic insight into their budget. Monitor and analyse channel performance metrics, providing insights and recommendations to improve partner effectiveness and achieve targets.Work closely with internal teams, including sales, marketing, and product management, to ensure alignment of channel activities with overall business objectives.Provide commercial and operational advice, guidance, and value-added analysis to the GMs and operations to enhance performance.Prepare and assist in planning, budgeting, and forecasting processes.

Working across all Finance Teams in Commercial Insurance to offshore aspects of all teams day to day operations.Oversee multiple streams of work and drive an open and positive inter-dependant relationship between the Project Team, Finance Teams and the Offshore Partner - Genpact.Responsible for managing, monitoring and auditing each phase of the implementation and the related project plans and budgets.Oversee scheduled activities and maintain plans.Proactively anticipate project deviations, maintain communication with key stakeholders, and/or take immediate corrective action.Develop a contract delivery assessment framework to monitor the quality of work delivered from offshore team.Ensure the timely delivery of project goals from a project team of 50.Support staff through the transition in workplace dynamics.

Working in Commercial Insurance Distribution across Direct and Broker Insurance Channels.Provide commercial and operational advice, guidance, and value-added analysis to the GMs and operations to enhance performance.Prepare and assist in planning, budgeting, and forecasting processes.Negotiate allocation model drivers with Product Teams.Conduct systematic performance analysis and provide advice for operational improvements.Analyse past performance and forecast future results to support strategic planning.Help develop and monitor strategies to achieve targets and improve performance.Review performance reports and provide insightful analysis of trends and operational impacts.Identify and lead solutions for improving business processes and commercial management practices.Collaborate with Finance teams, develop financial models, and implement new policies and procedures as required.

Provide urban economic advice and demographic analysis to influence Council projects.Develop and maintain statistical databases on Brisbane’s economy to support strong business investment and employment growth. Oversee economic forecasts, analysing and reporting on census and other data, providing economic insights for projects and policy development across Council.Monitoring and reporting on industry trends, investment activity, exports, employment and population growth. Conduct interviews with businesses across Brisbane to understand factors impacting market competition.

Prepare and analyse financial reports, budgets, and forecasts.Monitor and report on financial performance, identifying trends and variances.Experience with WIP and Income in advance.Provide financial insights and recommendations to support strategic decision-making.Ensure compliance with financial regulations. Assist with month-end and year-end closing processes.Liaise with external auditors and manage audit processes.Support the implementation and maintenance of financial systems and controls.Collaborate with various departments to optimise financial operations and efficiency.

Conduct external audits of real estate agents and incorporated associations.Prepare, analyse and review accounts, income tax returns, company annual returns, trust tax returns, Business Activity Statements, Fringe Benefit Tax returns and notices of assessment.Preparation and review of monthly/quarterly management accounts.Ad-hoc assistance with maintenance of accounting records for various small/medium businesses.Interacting directly with clients and resolving queries as they arise in relation to tax and accounting matters.Liaising with the Australian Taxation Office (ATO) and other regulatory bodies when required.Preparation of workers compensation insurance renewal declaration forms.Assist with ad hoc projects and provide tax advice to the business.