Experience

Early Adopters Hub

• Australia
• Information Technology & Services
• 1 - 100 Employee

• Co-Founder & Head of AU/NZ

  • Oct 2021 - Present

  Accelerator purpose-built for Accounting Tech startups, focused on Product & Customer Success Led Growth. Providing the support and tools for startups to shave months if not years off their journey to product-market fit, and delivering unparalleled access to the most innovative digital accountants in the world. Creating more sustainable tech businesses that benefit accountants, SMEs, investors and the ecosystem as a whole. Accelerator purpose-built for Accounting Tech startups, focused on Product & Customer Success Led Growth. Providing the support and tools for startups to shave months if not years off their journey to product-market fit, and delivering unparalleled access to the most innovative digital accountants in the world. Creating more sustainable tech businesses that benefit accountants, SMEs, investors and the ecosystem as a whole.



FYI

• Australia
• Software Development
• 1 - 100 Employee

• New Business Manager

  • Jan 2021 - Jan 2022

  Reporting directly to our CRO (prev. CEO), as part of a rapidly-growing remote-working agile-based team. I work with new practices to understand their needs and show them how FYI can transform their practice. In my role as NBM:- Develop sales and partnerships strategy- Run and design weekly sales webinars (1:1 and 1:Many)- Collaborate with the product team to develop a customer-focused roadmap- Facilitate ongoing discussions between Sales and Success teams, to improve onboarding flow- Encourage agile mindset and approach; constantly iterating sales playbooks and processes- Train new sales team members (from process to product)- Interview potential recruits, providing feedback to CRO & CEO- Establish and maintain positive relationships with our clientsAchievements:- Exceeded 100% of sales targets for my region every month Show less

• Client Success Manager

  • Aug 2019 - Jan 2021

  Reporting directly to our CEO, as part of a rapidly growing SaaS business. I worked with practices to help them migrate their data and onboard their teams, to ensure they received instant value from FYI.When I started in this role there were only 3 other full-time employees (excl. founders).In my role as CSM: - Supported CEO in developing client success and onboarding strategy- Collaborated with CEO & CTO regarding new features and UX improvements- Owned roadmap prioritisation for our document migration product- Managed a rapidly-growing client list (take them from Aha! to advocate)- Maintained agile approach to process optimisation (test, learn and constantly improve)- Optimised the software stack driving the onboarding processes- Developed and presented training content (1:1 and 1:Many), via Zoom and in-person- Migrated documents from historical stores to FYI (involved complex data mapping) - Lead sales and discovery/scoping calls with clients (1:1 and 1:Many)- Developed and ran 'Masterclass series' as a scalable approach to upskilling clients- Assisted technical writers with support content and designAchievements in role:- Onboarded 300 accounting practices in 2020 (approx 3,000 users) as the sole CSM- Migrated 30 million+ documents, safely and securely for these customers- Reduced end-to-end data migration process man-hours by over 50%- Oversaw 50+ improvements to the data migration product- Developed 2020 client success strategic plan- Scaled onboarding and training processes (transitioning to online 1:Many content) Show less



Altitude Advisory

• Australia
• Accounting
• 1 - 100 Employee

• Accountant & Business Advisor

  • Nov 2017 - Sep 2019

  Business Advisory: Advisory, Strategy, Planning, Goal-Setting, Client Management, Accounting and Tax. "Building better business for a better life" I help business owners identify and achieve their personal and business goals, and I have an absolute blast doing so! Key Responsibilities: Strategic planning: presentation and facilitation of strategic planning sessions, assisting clients (and our own business) to set a clear direction and plan. Innovation of systems and processes: driving self-identified and proactive initiatives within our business. Often focussed on improving our processes through the implementation of tech solutions. Data manipulation and analysis: advanced excel and data analysis skills (pivot tables, vlookup etc). Manipulating and analysing data to provide useful insights. Project, client and time management: managing 50+ client relationships, involving: compliance deadlines, ad-hoc project delivery, developing and executing a nurturing plan, presenting and communicating value, attending Board meetings, selling and business development. Leading teams: assisting my team members to achieve their personal goals. Communicate complex technical matters in easy to understand ways. Manage workflow and ensure timely delivery of projects. Develop and facilitate training sessions. Presentation & communication: whether it be a nurturing phone call, client AGM, Board meeting presentation, strategic planning session, written proposal or even an email/text,, communication is critical to client engagement and delivery of our service. (Presenting monthly to the Board of a $50 million Not-For-Profit has been challenging and exciting!) Produce and facilitate internal training workshops: recently I prepared and delivered a presentation on: ‘performing deep work’ and ‘how to find flow in the office’. Show less



PwC

• Professional Services
• 700 & Above Employee

• Accountant

  • May 2015 - Sep 2017

  PwC is Australia's leading professional services firm. As an Consultant in the Financial Assurance sector I was involved with the audits of an expansive variety of clients from multi-national oil and gas to local aged care. Key Responsibilities: Deliver engagements: perform planning and testing phases of the engagement. Work with managers to facilitate reviews. Develop pristine, detail-oriented deliverables for our clients. Reflect on projects, design improvements and assess budgets. Manage global teams: project managing with offshore teams (both service delivery centres and overseas branches) in order to complete global projects and optimise workflows. Data analysis: source data regarding the client’s industry, individual position and other internal/external, then analyse this data to provide insight to potential risks (i.e. retail industries are at higher risk of fraud/theft due to the high turnover of stock). Understand and evaluate internal controls (incl. IT controls): developing a detailed understanding of a process-chain, identifying weak spots and recommending improvements (i.e. ensuring banking platform requires dual authorisation). Allocate workflow and set budgets: review of prior engagement data, analyse and determine areas for greater efficiency. Then utilise our resourcing system (i.e. play tetris) to ensure appropriate team composition and timing of the job. Cross-selling: collaborating with all internal service-lines to identify opportunities to better provide value to our customers. Show less



Loop Events

• Adelaide, South Australia, Australia

• Co-Founder

  • Jan 2015 - Feb 2016

  Working alongside my Co-Founder we developed a mobile application to bring people together on their nights out. Loop was to be the go-to when you weren't sure which bar to hit up next, and a great tool for sharing pub crawls. It never took off, but it was a valuable first step. Great to see an idea flow through to development and production. Key Responsibilities: - Idea generation - Product management - Business strategy - Design (logo/branding) - Marketing Working alongside my Co-Founder we developed a mobile application to bring people together on their nights out. Loop was to be the go-to when you weren't sure which bar to hit up next, and a great tool for sharing pub crawls. It never took off, but it was a valuable first step. Great to see an idea flow through to development and production. Key Responsibilities: - Idea generation - Product management - Business strategy - Design (logo/branding) - Marketing



MRL Group

• Accountant

  • Jul 2014 - Apr 2015

  Consulting, Audit, Tax & Accounting. MRL Group is a small accounting practice that maintains strong core values and impeccable integrity. The team of Chartered Accountants at MRL manage consulting, audit, tax and accounting. Consulting, Audit, Tax & Accounting. MRL Group is a small accounting practice that maintains strong core values and impeccable integrity. The team of Chartered Accountants at MRL manage consulting, audit, tax and accounting.



R.M.Williams

• Australia
• Retail
• 200 - 300 Employee

• Storeman

  • Sep 2009 - Jun 2014

  R.M.Williams is one of Australia's most recognisable brands, and have been a staple of Australian footware for generations. R.M.Williams is one of Australia's most recognisable brands, and have been a staple of Australian footware for generations.