Sydney, New South Wales, Australia
Industry Focus: Financial Services / Fintech Capability Focus: Enterprise and Business Unit Strategy Engagement summaries and achievements • Project managed and delivered a corporate strategy refresh project for a major Australian Fintech and Data organisation, helping them to test their current strategy, define their focus areas and strategic priorities for the next 3-year horizon • Project managed and delivered detailed financial analysis and modelling to help a major Australian professional services company make strategic decisions and choices on their future business and service delivery model • Managed a team of four consultants across multiple workstreams, to deliver a sales and marketing transformation program for a major Telco organisation, designing and implementing changes and initiatives to help the organisation to set up a more efficient and productive sales structure • Prepared and facilitated board strategy workshops for an Australian listed Fintech organisation to help board members and the executive leadership team test their current strategy, ideate on future growth options and make strategic choices for the future
• Recruited in the Shanghai office before being relocated to Sydney in Jan 2020 to help the executive leadership team drive post-merger integration of an acquired business and develop local market strategies for Australia and South East Asia • Worked with regional leadership (Incl. China, India, Japan, Singapore and Australia) to develop bespoke market strategies and set up the tracking and monitoring framework to steer the organisation towards strategic goals. Some project successfully executed include; Business turnaround plans, business case analysis, staffing and efficiency modelling, business planning, organisational change management, sales strategy and CRM tool optimisation
• Conducted an in-depth review of user experience on a NASDAQ-listed e-commerce platform as part of a due diligence project. Conducted interviews and surveys with users, mapped and analysed the user journey to deliver a thorough report on the strengths and weaknesses of the platform user interface. • Delivered a go-to-market strategy project for a Fortune 500 industrial products company. Undertook detailed analysis of sales and customer data, collecting internal and external stakeholder perspectives, and conducted financial cost modelling to support recommendations.
Corporate and Asset Finance - Macquarie Leasing • Managed relationships with Macquarie Leasing's brokers and introducers; providing training on the application processes, credit policies and suite of products • Performed credit and risk assessment to qualify customers • Structured tailored commercial leasing facilities for customers • Project managed operational improvement projects to improve processes and improve efficiency • Created and executed on sales and portfolio management strategies • Worked closely with internal Macquarie Group partners to promote referrals and cross-sells across business units
• Direct sales of vehicle and asset finance products to consumer and commercial / SME customers
• Provided sales operations support to the vehicle and asset finance sales team