Melbourne, Victoria, Australia
A dedicated and detail-oriented professional with progressive experience in financial operations, consumer lending, and strategic development. I can enter any office and leverage my expertise to professionally develop and implement innovative ideas that maximize performance and minimize risk. Passionate about assisting small to medium sized businesses grow and succeed, my specialty is connecting, coaching, and advising SME business operators to take businesses to the next level. ***Contact me to learn about opportunities to grow your business. KEY QUALIFICATIONS • Strategic Planning • Financial Reporting & Analysis • Risk Management • Procedure Development • Internal Controls & Compliance • Customer Account Management • People Management • Financial Processes
Launched in 2014, Waddle is the fastest growing cloud-based invoice financing platform, integrated with leading accounting and ERP software platforms. Waddle's technology gives businesses the power to grow by providing simple cutting-edge software. Small businesses through to mid-market corporates leverage Waddle to accelerate payments. Throughout Victoria and South Australia, my primary role is to introduce Brokers and Small to Medium Enterprises (SME) to the significant strategic advantages made possible by Waddle's industry-leading automated platform. From cash flow management to meeting working capital needs, major expansion to meeting statutory requirements (tax debt), my specialty is creating simple, customized finance solutions that flex to meet your business or client’s needs.
Regional Business Development Manager serving Victoria, South Australia, and Western Australia. Primary focus: working one on one with Brokers and Small to Medium Enterprises (SME) to identify strategic opportunities to enable business growth…without relying on traditional property lending solutions.
Bendigo and Adelaide Bank is Australia's 5th largest retail bank, with assets of more than $65.7 billion. As Business Development Manager, I relocated within the company to locations in need of strategic process improvement and business development expertise. On location, I evaluated operations prior to formulating and leading process improvement strategies targeting Small to Medium Enterprises (SME), assisting their growth and helping the bank move away from traditional property lending solutions. I also educated staff on the diverse lending solutions available. BUSINESS DEVELOPMENT MANAGER, MELBOURNE, 2016 to 2017 BUSINESS DEVELOPMENT MANAGER, PERTH, 2015 to 2016 BUSINESS DEVELOPMENT MANAGER, ADELAIDE, 2012 to 2015 Selected Contributions: Strategic & Management • Collaborated to develop business strategies, improvements, processes, and controls • Communicated cross-functionally regarding variance, risk, legal, and financial issues • Managed Equipment Finance accounts, including customer payment collection and settlement • Developed key risk and control indicators to identify and control operational risks • Implemented risk assessment programs and action plans to mitigate operational risks • Ensured compliance with vendor risk management policy and FSA regulations Operational • Reviewed sales proposals for contract terms and payment arrangements • Negotiated vendor contract terms and agreements • Prepared credit memorandums • Presented cash flow, risk analysis and management reports Education & Talent Development • Provided education to customers and stakeholders regarding major equipment purchases • Conducted staff presentations and workshop sessions on risk identification and mitigation • Trained staff on operating policies and procedures
Selected Contributions: • Provided value-added customer service to clients approved for equipment financing • Developed and nurtured business and community relationships • Managed accounts according to credit guidelines, risk assessment, and regulatory requirements