Jade Valenti

Managing Director at Transparency Business Services
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Sydney Area, AU

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5.0

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Matthew Valenti

TBS came recommended to me by a family friend, who had been doing business with them for many years. I had recently discovered our previous accountant had missed some things (to say the least), so we needed these fixed, as well as a new ongoing management accountant. Jade swiftly got on the case, amending and submitting years’ worth of accounts for the business within weeks. Jade also provided us with very high calibre of Investment Accounting Services we required for the start-up of a new business. We operate in a heavily regulated government sector so ensuring we are in compliance with the most recent tax legislation, treaties and incentives was extremely important. Her expert opinions and advice reflects her wealth of knowledge and expertise in business accounting services which is well researched and supported and always delivered in a timely and efficient manner. Jade and her team are a pleasure to deal with and Jade is nothing short of an accounting superwoman. I would recommend Transparency Business Services to anyone. ‘Jade, I couldn’t have done it without you!

Chris Scullion

Jade is committed and fully engaged in her approach to work. She works equally well on her own or as part of a team, and is able to produce high quality output under significant pressure. She has thorough knowledge of accounting, and how accounting principles should be applied to the Projects area, where she has already proven her ability to hit the ground running in this fast paced, often demanding environment. She is quick thinking, and pragmatic, and has a meticulous approach to detail. She will stick with a task, however arduous until it is completely resolved to the Client's satisfaction. Jade takes great personal pride in producing quality work. She is always professional in her approach to work, and is highly personable with first class natural people skills. She always manages to be positive regardless of the challenge, and possesses a good sense of humour. As such, her output is highly valued, and she is liked and respected by everyone she deals with at work.

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Credentials

  • Certified Scrum Product Owner
    Scrum Alliance
    Feb, 2017
    - Oct, 2024
  • ASIC Agent
    ASIC
  • BAS Agent
    Tax Practitioners Board
  • Leading SAFe 4.0
    Scaled Agile, Inc.

Experience

    • Australia
    • Accounting
    • 1 - 100 Employee
    • Managing Director
      • May 2016 - Present

      As the Managing Director, my team and I act as your business Financial Controller responsible for managing the day to day bookkeeping and accounts of your business, but more importantly help with re-organisation of back office functions. I perform complete reviews of your financial accounts, financial processes, and reporting framework and assist in planning, implementing and managing best practice processes for business requirements to enable growth. I also believe in collaborating with other business services to deliver client needs including partnering with varied service vendors to meet these business needs. I manage complex business structures, multiple internal departments and entities including international organisations in New Zealand, Hong Kong, Singapore, US and UK. Show less

    • Australia
    • Real Estate
    • 1 - 100 Employee
    • Financial Controller
      • Jul 2019 - Present
    • Australia
    • Business Consulting and Services
    • Senior Finance Manager
      • May 2017 - Jun 2019
    • Australia
    • Banking
    • 700 & Above Employee
    • Project Manager - Mobile
      • Sep 2016 - Feb 2018

      As a Project Manager, I am responsible for delivering end-to-end projects within the technology (mobile) arena using Agile methodologies. Key Achievements• Successfully managed and delivered St George Banking Group Redesign 2018 (including St George, Bank SA and Bank of Melbourne)

    • Project Finance Manager - Digital Portfolio
      • Oct 2015 - Sep 2016

      As a Senior Finance Manager, I took ownership of project financials specifically looking after digital projects (specifically mobile). I completed project financial planning, budgeting, forecasting, tracking, analysis and reporting. Moreover, I conducted business case, cost/benefit analysis and benefits realisation management. I delivered communications to senior stakeholders, including group executives.

    • Australia
    • Financial Services
    • 700 & Above Employee
    • Senior Finance Manager, Strategic Investments - ES & Retail Banking
      • Mar 2013 - Oct 2015

      As a Senior Finance Manager, I managed program and project financial control and accounting. I created business case development and strategic project finance. I executed project financial planning, budgeting, forecasting, tracking, analysis and reporting. I supervised business case, cost/benefit analysis and benefits realisation management, business unit reporting. I performed business unit quarterly and annual planning, forecasting and analysis, governance framework set up and advice. I provided communications to senior stakeholders including group executives and senior committee. Moreover, I provided team management and leadership to 5 senior staff members. Key Achievements • Successfully managed the Retail Banking Services group investment portfolio consisting of up to 15 high profile reporting projects simultaneously (Business Unit sponsored as well as cross-Business Units), responsible for financial control during its years of execution, producing reporting and commentary for project teams, Steering Groups and Group Executives of up to AUD$500M. • Efficiently improved and delivered a financial reporting framework for the banks Regulatory Reforms Program consisting of 50 projects across multiple business units up to AUD$110M. • Successfully engaged to scope, design and deliver a financial reporting and analysis model for the banks Asian Banking Platform Program across multiple national and international entities/subsidiaries. Complexities in model required to include reporting in multi-currencies, foreign taxes and incorporate FX fluctuations amounting to AUD$50M. Show less

    • Australia
    • Financial Services
    • 700 & Above Employee
    • Finance Manager, Projects - Enterprise Services
      • Jan 2012 - Mar 2013

      As a Finance Manager, I conducted business case finances development, tracking and reporting of project spend and analysis during execution to project closure including post implementation reviews, execution analysis and learning. I managed project financial planning, budgeting, forecasting, tracking, analysis and reporting. Also, I executed analytical review and critical analysis of project costs, revenue and benefits. I completed governance framework set up and advice, communications to senior stakeholders. I provided team management and leadership for 2 staff members. Key Achievements • Successfully engaged to liaise with CBA to scope, design and deliver governance process and financial reporting model for the banks first project to consolidate its Payment system (post acquisition). • Significantly played key role in project governance set up with PMO for development of financial tracking model and framework, in correction and development of CSA tests with Enterprise Services risk division for risk mitigation on large projects. Show less

    • Australia
    • Accounting
    • 1 - 100 Employee
    • Tax Accountant
      • Jan 2007 - Jan 2012

      As an Accountant, I prepared financial accounts and tax returns for small/medium size businesses and clients with engagements ranging from AUD$0.5M - AUD$10M. I managed key clients in the finance, mining, transportation and food and beverage industries. Completed reconciliation of large corporation financials including tax, BAS and FBT. Key Achievements • Successfully managed key client accounts within the finance, mining, transportation and food and beverage industries. • Successfully designed, built and implemented key processes for reconciliation of large corporation financials for accounting and tax purposes including accounting/ tax/ BAS/ FBT reconciliations. Show less

Education

  • CPA Australia Program
    2009 - 2013
  • Edith Cowan University
    Bachelor of Business, Accounting
    2003 - 2009
  • Mercy College
    Secondary education
    1998 - 2002

Community

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