See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI

Credentials

  • Be a Better Manager by Motivating Your Team
    LinkedIn
    Jun, 2021
    - Apr, 2026
  • Bill George on Self-Awareness, Authenticity, and Leadership
    LinkedIn
    Jun, 2021
    - Apr, 2026
  • Leadership Fundamentals
    LinkedIn
    Jun, 2021
    - Apr, 2026
  • Leading with Purpose
    LinkedIn
    Jun, 2021
    - Apr, 2026
  • Management Foundations
    LinkedIn
    Jun, 2021
    - Apr, 2026
  • Strategic Negotiation
    LinkedIn
    Jun, 2021
    - Apr, 2026
  • Communicating with Confidence
    LinkedIn
    Feb, 2018
    - Apr, 2026
  • Finance Foundations
    LinkedIn
    Feb, 2018
    - Apr, 2026

Experience

  • ORDE Financial
    • Melbourne, Victoria, Australia
    • Treasury Manager
      • Jan 2024 - Present
      • Melbourne, Victoria, Australia

    • Australia
    • Financial Services
    • 700 & Above Employee
    • Treasury - Senior Analyst
      • Dec 2020 - Jan 2023

      Provides expert advice and oversight of funding requirements for an ASX-listed business through securitisation transactions and warehouse funding utilising the company’s loan asset portfolio for Australia and New Zealand. Manages the Liberty Term Investment Fund for retail investors, including asset selection and new applications. Administers the securitisation process from end to end, including draft Term Sheet preparation and asset receivables selection for both public and private issuance. Develops modelling for WALs and amortisation profiles for securitisation transactions aligned with Arranger and Joint Lead Managers. Establishes and maintains productive professional relationships with external parties including lawyers, rating agencies, investors and financial institutions, leveraging these to drive positive business and transaction outcomes. Prepares peer analysis for future transactions, ensuring that best price guidance is disclosed. Liaises with the CFO to deliver advice, support the development of investor packs, coordinate rating agency meetings and manage investor responses as well as provide analysis on upcoming transactions.

    • Treasury - Analyst
      • Jan 2019 - Dec 2020

    • Treasury Analyst
      • Jan 2014 - Jan 2019

    • Underwriter
      • Jan 2013 - Jan 2014

    • Lending Specialist
      • Apr 2011 - Jan 2013

    • Graduate Mortgage Broker
      • Jan 2010 - Jan 2011

Education

  • 2007 - 2010
    Swinburne University of Technology
    Bachelor of Accounting and Finance, Accounting and Finance
  • Swinburne University of Technology
    Bachelor of Accounting and Finance, Accounting and Finance

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles