Experience

Securalife

• Australia
• Real Estate
• 1 - 100 Employee

• Managing Director

  • Mar 2018 - Present



Oracle Financial Planning Pty Ltd

• Senior Property Consultant

  • Jul 2014 - Mar 2018

  My core role here at Oracle is about identifying property that will grow in value whilst securing a better than average rental yield. This involves liaising with developers and town planners to take a holistic view of particular areas. The secondary function of my role is to help educate Oracle clients as to why and how property performs in a specific manner. In an interactive environment I demonstrate some of the tools we use to help shape our forecasting while also covering how and what makes property more attractive, and, how specific properties fit into bespoke financial structures for individual clients.



Coles

• United States

• Finance Business Partner

  • May 2013 - Jun 2014

  Responsibilities: o Identify commercial risks and opportunities across merchandise and work with the business to land risk mitigation plans and develop new strategies to maximise opportunities. o Forecast weekly across sales, different types of supplier income and internal costs relating to the category to understand an overall merchandise position. o Develop the annual corporate plan through consultation and market / competitor analysis. o Develop category strategies based on corporate objectives to achieve financial / share or volume based outcomes o Analyze proposed promotions by suppliers understanding margins and outcomes, not only for Coles but impact on suppliers and the wider market implications. o Develop business cases where appropriate for capex requirements or non BAU initiatives. o Develop post implementation review (PIRs) reports of any new initiative, NPD, or Capex spend etc. Key Highlights: o Building relationships with suppliers (CCA, Frucor etc.) ensuring we hit volume incentive targets quarterly o Negotiating with suppliers to achieve price points developing supplier support ensuring we perform strongly against last year and gain market share. o By tracking products and market activity I was able to identify potential opportunities through strategically placing key stock at the right sites growing sales by 7.5%



CentrePort Wellington

• Commercial Analyst

  • Sep 2011 - May 2013

  Responsibilities: o Identify, develop and model initiatives to inform strategic direction and decision making including monthly management packs and bespoke business cases. o Provide financial analytics based on market trending and analysis. o Provide risk analysis around specific sector / customer developments. o Pro-active analysis of market trends and understanding of key drivers of future business performance. o Market research and commercial modeling to ascertain business performance and identification of the viability of alternative new business development opportunities for both the port operations and property & infrastructure. o Pre and post analysis for all business case development activities. Key Highlights: o By improving the month end process around statistics was able to reduce time from 3 days to 5 mins and gained the ability to run weekly update reports o Through market analysis was able to get a clear understanding of export log market from Wairarapa and leverage this understanding to help drive additional volume through the port



Fonterra

• New Zealand
• Food and Beverage Manufacturing
• 700 & Above Employee

• Contract -Senior Demand Analyst

  • Mar 2011 - Sep 2011

  Role responsibilities o Work with Sales team to create a high level forecast then break this down into Skus (stock keeping unit) while adjusting for product lifecycle EOL / NPD. o A key focus on improving the forecast accuracy through interaction with sales for existing products and R&D / marketing for NPD. This includes looking at all relevant systems and processes to eye any potential improvements. o When required, created and maintained any KPI reports that were pertinent to Tip Top. o Was a key point of contact for the implementation of SAP and Trade Promotions Management Systems. Key Highlights o Key team member to implement the SAP system significantly improving efficiency and accuracy o Forged strong relationships with account managers to create better understanding of promotions and applied these learning’s to the future. o Created several key reports that revolutionized the way Tip Top based demand planning



Foodstuffs (Wellington) Co-operative Ltd

• New Zealand
• Retail Groceries
• 100 - 200 Employee

• Senior Sales and Brand Analyst

  • Aug 2010 - Mar 2011

  Senior Sales and Brand Manager FoodStuffs Wellington is part of a co-operative that own such iconic NZ brands as New World, Pack N Save, Liquor Land, Four Square and Pams. Reporting to the Marketing Manager this role was responsible for the day to day advertising and marketing content for the central region. Role responsibilities o Ensured that the marketing and sales activity was reflected in the promotional programme which was executed through the various advertising including the Circular, Radio, Television, Web, DM, Press and In-store POS o Initiated, managed, delivered, monitored and evaluated a wide range of varying marketing projects and campaigns both regionally and nationally. o Acted as the regional point of contact for national advertising and negotiated with other regions over both product and price o Created relationships with Senior Category Managers and Fresh Food Merchandise Managers to deliver an innovative and strong sales program content, features and themes. Further developed an effective strategic marketing plan encompassing both above the line and below the line activity o Managed and developed the Marketing Assistant role to Brand or Sales Promotional manager level o Developed robust reporting tools and modeling of promotional behavior within chosen price points and product selection. Presentation of outcomes through modeling to owner operators o Evaluated and analysed the effectiveness of the sales mix and programme and cost efficiencies for Product and Price communication channels, taking and applying learning’s and efficiencies improving week on week sales



Activision

• United States
• Entertainment Providers
• 700 & Above Employee

• Contract - Sales Planning Analyst

  • Aug 2009 - Aug 2010

  Reporting to the Senior Manager of Category Management and Sales Planning & Analysis, the role focused on creating and implementing reliable and accurate sales planning and forecasting tools with a view to a global roll out. The role interacted cross functionally (Sales, Marketing, Finance, and Supply Chain) and had exposure to the UK and European leadership teams. o Development of a ground-up tool for UK forecasting. o Design and implementation of company performance dashboards incorporating multiple data sources. o Maintenance and development of a European and APAC stock and sales system. o Maintenance and development of a qualitative and quantitative consumer segmentation and insight tool. o Supported with Category Management implementation at retail. o Supported Trade Marketing with promotional analysis. o Established a 93% accurate forecast across all titles. o Implemented a European wide stock and sales system supplying 99% accurate stock in channel and sell through by customer. o Developed a promotional evaluation tool using a targeted approach to customers and consumers, and a system using shopper behavior insight to identify the percentage propensity to purchase of a new title. o Was part of a Category Advisory team supplying guidance to retailers (grocery and specialists) on how to target specific consumer groups and increase category sales. o Supported SP&A implementation across key European Territories.



LeapFrog

• Germany
• Technology, Information and Internet
• 1 - 100 Employee

• Contract - Business Analyst

  • Feb 2009 - Jul 2009

  o Provided insightful and proactive analysis to improve business performance and input into strategic and annual plans o Established KPI reports around sell in, sell through and inventory including the key drivers to shape business decisions o Provided financial assistance with retailer presentations o Created and communicated weekly EPOS summary performance reports showing account, category trends in order to drive Sales & Marketing strategy and tactics o Monitored competitor pricing/promotional activity weekly to identify category trends and share findings to stakeholders o Routine data analysis making recommendations to category trends, sales promo analysis, inventory, competitor pricing/promotional activity and customer analysis o Played an active role in the forecasting process and developed close working relationships with US Forecasting and Planning Teams managing pre consensus meeting with UK team making recommendations based on analysis



Dyson

• Household Appliance Manufacturing
• 1 - 100 Employee

• Contract - Finance Analyst

  • May 2008 - Nov 2008

  This included analysis of headcount, timesheet submissions and monthly forecasting and to complete the research budget for 2009 and submission to managers. o SAP integration and problem solving. Included mapping from old system and any crossover from worldwide systems o Supported far east RDD finance teams with any ad hoc items as required o Managed RDD UK month end processes including analysis of cost information and reporting. o RDD UK Forecast process, completed through consultation with section managers regarding cost analysis. o Created standard budget templates and process, while consolidating worldwide research budget. Managed in conjunction with area managers and presented to management, and entered into SAP. o With relevant managers created KPI reports and maintained these



BBC Worldwide

• Entertainment Providers
• 1 - 100 Employee

• Contract - Management Accountant

  • Nov 2007 - Apr 2008

  Increasing the scope and frequency of the current forecasts from quarterly to monthly. Support of BBC worldwide managers through the supply of timely and relevant financial information. o Business Plan development through interaction with regional managers for growing divisions of worldwide business o Development of a standard forecasting technique, creating templates in conjunction with relevant managers o Investigation of variances and appropriate analysis and action. o Construction and implementation of KPI reports o KPI report variance analysis



GSK

• United Kingdom
• Pharmaceutical Manufacturing
• 700 & Above Employee

• Contract -Sector Analyst

  • Mar 2007 - Oct 2007

  Roles aimed to efficiently support the national sales team in the achievement of Triple Net Sales and Sector Profit targets through accurate reporting of actuals, forecasts, variance analysis and identification of risks and issues to trading performance. o Monitor, accrue and control trade fund expenditure for the convenience sector. o Analyze movements in trade funds from the previous month, versus Budget and versus prior year and review with the OOH Retail Finance Manager o Forecast trade fund expenditure in Channel Operating Profit (COP) system on a monthly basis and annually during budgeting and presentation of the results and insights o Conduct monthly performance reviews with each National Account Manager and challenge existing processes and implement continuous process improvements



Tracker

• Brazil
• Marketing Services

• Contract - Management Accountant

  • Mar 2006 - Mar 2007

  Reporting directly to the finance manager, this new role was created to deal with the insufficient or unreliable financial data being presented to senior managers. o To create the monthly balance sheet. o Creation of the half yearly and third quarter 2007 forecasts o Create 2008 Budget and all related documentation o Point of contact for inquiries relating to personal expenses and purchase orders o Creation of several KPI reports resulting to significant improvements in certain areas of the business o Collaborate with senior managers to produce reports increasing business knowledge