Stuart Copeland Email and Phone Number

Duties: • Developing a suite of dynamic management BI dashboards, visualisations, reports and data models• Streamlining processes through automation and streamlined data modelling - using Access, Excel, VBA/Macros and the Power BI data modelling engine (PowerPivot (DAX) and Power Query (M)) and Power BI visualisation suite (Power Map and Power View)• Maintaining a custom-built series of Access databases used by the Wheatstone Finance Team for management of subcontractor… Show more Duties: • Developing a suite of dynamic management BI dashboards, visualisations, reports and data models• Streamlining processes through automation and streamlined data modelling - using Access, Excel, VBA/Macros and the Power BI data modelling engine (PowerPivot (DAX) and Power Query (M)) and Power BI visualisation suite (Power Map and Power View)• Maintaining a custom-built series of Access databases used by the Wheatstone Finance Team for management of subcontractor invoicing• Advising on the suitability of methodologies and suggesting continuous improvements to processes and systems • Carrying out complex data analysis in support of senior management and customer requests• Ongoing Finance Team support, providing expertise and on-the-job training to team members on Access, Excel (PowerPivot (DAX), Power Query (M) and Macros/VBA) Achievements• Identification of manual process inefficiencies and creation of automated solutions, resulting in time savings of over 350 hours in the past year (recorded in an ongoing Efficiency Register)• Developed inaugural Finance Reporting Processes and Procedure Manual• Identification of outdated legacy reports, and creation of modernised, streamlined and improved reporting processes Show less

Analysing business financials to form an opinion of their current and forecast capacity to repay their debt. Preparing and presenting written analysis reports to the Credit Manager for loan approval. Negotiating with the Credit Manager and the client to obtain an optimal deal for both parties. Managing deals from approval to dispersion of funds. Key point of contact for stakeholder management. Maintaining ongoing relationships with clients. Key Responsibilities:• Prepare, review and… Show more Analysing business financials to form an opinion of their current and forecast capacity to repay their debt. Preparing and presenting written analysis reports to the Credit Manager for loan approval. Negotiating with the Credit Manager and the client to obtain an optimal deal for both parties. Managing deals from approval to dispersion of funds. Key point of contact for stakeholder management. Maintaining ongoing relationships with clients. Key Responsibilities:• Prepare, review and analyse 3-way budgets and financial models.• Analyse trading businesses’ capacity to repay loans, considering internal and external risk factors, and formulate suitable mitigations.• Present cases to the Credit Manager for providing new debt, or increased debt to existing clients.• Stakeholder management (solicitors, quantity surveyors, valuers, settlement agents, credit managers and clients).• Ongoing monitoring of existing customers to ensure performance is in line with expectations. If trading does not meet expectations, work with the Credit Manager and client to find a suitable solution that will protect the bank’s position. • Utilise quantity surveyor reports in order to assess and prepare progress payments for customers undertaking large development projects.• Develop and maintain strong client and stakeholder relationships to ensure mitigation of risks and issues; listen and respond to clients’ ongoing concerns, proactively and reactively.Key Achievements:• Successfully obtained approval for over $22M in new business lending to a large manufacturing client, as Lead Analyst and Acting Relationship Manager for the deal. Received the quarterly Values Award for this deal.• Portfolio ranked #1 in annual customer satisfaction survey in 2012. Show less

Analysing and investigating the going concern of entities and preparing findings reports to the management team. Ongoing project management of existing formal appointments.Key Responsibilities:• Financial analysis and forecasting for investigative accountants’ reports, such as pre-lend and supplier viability reviews.• Streamlining large corporate entities via members’ voluntary liquidations to reduce tax, legal and accounting fees.• Management of key insolvency stakeholders,… Show more Analysing and investigating the going concern of entities and preparing findings reports to the management team. Ongoing project management of existing formal appointments.Key Responsibilities:• Financial analysis and forecasting for investigative accountants’ reports, such as pre-lend and supplier viability reviews.• Streamlining large corporate entities via members’ voluntary liquidations to reduce tax, legal and accounting fees.• Management of key insolvency stakeholders, such as creditors, quantity surveyors and construction companies.• Management of one direct report.Key Achievements:• Successfully prepared a supplier viability report for one of Australia’s big 4 banks, leading to the acceptance of a multi-million dollar supply contract with a new data service provider.• Project managed the administration of an international English language college. This included working with the Government’s Employment and Education Department and over 1,500 creditors (students, teachers, travel agencies and accommodation providers). Show less

Analysing financial and operational controls and processes through investigation of key documents, financials and interviews with key employees. Identifying risks and mitigation strategies. Preparing reports of findings and recommendations to be presented at the Audit Committee.Key Responsibilities:• Controls testing, risk identification and remediation.• Analysing data in large accounting systems to ready them for mergers to new systems or between two businesses. • Report… Show more Analysing financial and operational controls and processes through investigation of key documents, financials and interviews with key employees. Identifying risks and mitigation strategies. Preparing reports of findings and recommendations to be presented at the Audit Committee.Key Responsibilities:• Controls testing, risk identification and remediation.• Analysing data in large accounting systems to ready them for mergers to new systems or between two businesses. • Report, proposal and scope writing.• Preparing business continuity and crisis management frameworks. • Managing one direct report (intern).Key Achievements:• Developed a business continuity and crisis management framework for a global beverage distribution company.• Identified, investigated and successfully remediated errors within a large government department’s multi-billion dollar inventory system, for the purpose of merging data into a new inventory system.• Successfully completed EY Melbourne’s first project and portfolio management review for a large government department.  Show less