Jason Sorensen

Business Analyst at Gordon Brothers
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Sydney Area, AU
Languages
  • German Limited working proficiency
  • English Native or bilingual proficiency

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Experience

    • United States
    • Financial Services
    • 300 - 400 Employee
    • Business Analyst
      • Jan 2021 - Present

    • United Kingdom
    • Law Practice
    • 700 & Above Employee
    • Senior Business Analyst
      • Jul 2020 - Jan 2021

    • Business Analyst
      • May 2019 - Jul 2020

    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Business Analyst
      • Aug 2016 - Apr 2019

      Thorn Group is one of Australia’s leading financial service providers (listed on the ASX). The group’s businesses include Radio Rentals and Thorn Equipment Finance. Key Responsibilities: • Developed financial models to support commercial decisions (supply chain, collections centralisation and new product launches) • Business partner for sales, marketing, procurement and supply chain teams • Prepared and managed forecasts and budgets/AOP with various departments • Preparation of monthly inventory forecasts • Promotion / campaign analysis (ROI and media channel optimisation) • Development of daily and monthly dashboard reports • P&L reviews with Regional Managers • Preparation of business cases (ROR and DCF modelling) • Preparation of monthly staff incentives • Ad hoc strategic analysis and insights Show less

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Business Analyst
      • Mar 2015 - Jul 2016

      Travelex are the world’s leading independent foreign exchange business and have over 1,500 stores and 1,250 ATMs in 28 countries at key airport, seaport, rail, tourist locations. Travelex provide cash and pre-paid cards to over 37 million retail customers each year. Key Responsibilities: •​Daily, weekly and monthly reporting of sales, stock and historical trends •​Analysis of turnover and revenue against budget and previous year •​Reporting on specific key performance indicators (stores / individuals) •​Product, currency and promotional level analysis •​Assisting with ad-hoc analysis •​Maintaining and updating data pools •​Main contact / co-ordinator for implementation of automated turnover / revenue ​reports (global project) Show less

  • Penguin Australia
    • Melbourne Area, Australia
    • Commercial Manager
      • Dec 2013 - Feb 2015

      • Managing a team of 2 Senior Business Analysts including conducting team reviews, appraisals and interviews. • Preparation of the monthly management accounts, including commentary / variance analysis, analysing revenue / costs and conducting investigations. • Preparing, presenting, and implementing annual budgets and accurate and timely quarterly forecasts. • Providing insights into competitors, pricing and sales trends. • Preparation of title profitability / margin analysis. • Assisting in Sales and Publishing strategy initiatives. • Review and signing off on title costings (acquisitions and print runs) • Inventory control (identifying slow moving / excess stock and recommending actions to address this, analysing and reporting on stock turnover against targets) and chairing bi-monthly inventory meetings • Financial Modelling, including; title costings and pricing models • Assisting in preparation of business cases for key brands and new business opportunities. Show less

    • Australia
    • Book and Periodical Publishing
    • 1 - 100 Employee
    • Senior Business Analyst
      • Mar 2013 - Nov 2013

      • Preparation and presentation of monthly and quarterly financial results for the Publishing divisions • Preparation of budgets / forecasts for the Sales and Marketing divisions (Topline Sales) • Financial modelling of title costings as well as special sales for Business Development • Delivery of monthly inventory reports (including dashboards and commentary on performance against stock turnovers targets and excess stock) • Providing ad-hoc analysis • Reporting on competitors, market share performance, sales channels and sales of key brands • Project management work • Development and reporting on title profitabilities Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Account Analyst
      • Feb 2012 - Mar 2013

      • Preparation of daily rate of returns (RORs) on a large number of portfolios held by global investment funds (listed), including calculation of unit prices. • Investigating and responding to Investment Manager queries, • Preparation of daily cash reports and forecasts • Maintaining swap registers (deal tracking) • Ledger reconciliation • Providing and presenting weekly market updates • Preparation of daily rate of returns (RORs) on a large number of portfolios held by global investment funds (listed), including calculation of unit prices. • Investigating and responding to Investment Manager queries, • Preparation of daily cash reports and forecasts • Maintaining swap registers (deal tracking) • Ledger reconciliation • Providing and presenting weekly market updates

    • Australia
    • Book and Periodical Publishing
    • 1 - 100 Employee
    • Data Analyst
      • Dec 2011 - Jan 2012

      • Analysing sales trends for Random House and it' competitors • Data mining / creation of pivot tables • Assisting / development of budget models • Production of charts for financial reports / presentations • Analysing sales trends for Random House and it' competitors • Data mining / creation of pivot tables • Assisting / development of budget models • Production of charts for financial reports / presentations

    • Asset & Liability Risk Analyst
      • Mar 2008 - Jul 2011

      • Producing and coordinating interest rate risk reports for clients including book analysis, sensitivity and gap analysis, simulations and Value at Risk (VaR) measures and volatility and economic commentary • Checking clients data and questioning clients for any significant changes to book balances, reprice dates, and new or decommissioned products • Using models to validate and check the accuracy of the ALM system • Providing advice in relation to ALM strategies and assisting clients with queries • Maintaining data in risk model • Generating operational risk reports for the division (internal) • Providing face-to-face training with clients in regards to the online Asset & Liability Risk Management Tools provided by Oakvake / Protecht • Attending the annual industry conference for marketing and client contact • Assisting in report production & coordination of the Annual Benchmarking Survey Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • 2IC Derviatives Officer
      • Jan 2008 - Mar 2008

      • Team supervision • Processing settlements of interest rate swaps, bond forwards, Index swaps and credit default swaps • Responding to client enquiries • Reconciliation of clearing accounts • Team supervision • Processing settlements of interest rate swaps, bond forwards, Index swaps and credit default swaps • Responding to client enquiries • Reconciliation of clearing accounts

    • United Kingdom
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Treasury Officer / National Finance Accountant
      • Dec 2004 - Dec 2007

      • Preparation of Ernst & Young’s consolidated balance sheet and cash flow reports including commentary and variance analysis • Preparation of the monthly Treasury Board Report including commentary on FX exposures and liquidity risk • Preparation and presentation of the monthly Treasury Profit and Loss with commentary and variance analysis • Production of the Treasury Budgets / Forecasts as well as the Cashflow and Balance Sheet Budgets for Ernst & Young • Assisting in the implementation of the Treasury procedures • Conducting and reporting on daily analysis of cash net debt position and advising on future funding / drawdown requirements. • Preparation of the Treasury Facts Board Report (semi-annual) including providing commentary and analysis on the market, FX exposures, cost of capital and liquidity risk. • Dealing with local banks for sales and lease backs and currency hedging as well as conducting purchase / lease cost analysis • Debt facilities management including bank bills. • Monitoring counterparty credit risk (monthly) • Preparation of monthly ledger reconciliations (including Work In Progress, Debtors, Prepaid Interest, Lease clearing and Bank accounts) • Maintaining interest rate swap and FX forwards registers as well as execution (arranging quotations and checking deals for sign off by the Treasurer) and monitoring hedged positions against policy Show less

  • AES Environmental Pty Ltd
    • Sydney, Australia
    • Assistant Accountant
      • Apr 2002 - Nov 2004

      • Monthly P&L reporting • Managing Accounts Receivable and Accounts Payable and supervising Accounts Payable Clerk • Submitting quarterly BAS • Reconciliation of general ledger accounts and resolving discrepancies • Monitoring daily cash position and timing of payments • Processing monthly and weekly payroll • Arranging payment of payroll tax • Monthly P&L reporting • Managing Accounts Receivable and Accounts Payable and supervising Accounts Payable Clerk • Submitting quarterly BAS • Reconciliation of general ledger accounts and resolving discrepancies • Monitoring daily cash position and timing of payments • Processing monthly and weekly payroll • Arranging payment of payroll tax

    • United States
    • Restaurants
    • 700 & Above Employee
    • Shift Manager
      • Dec 2000 - Jan 2002

Education

  • CPA Australia Program
    2018 - 2021
  • Corporate Finance Institute® (CFI)
    Financial Modelling and Valuation Analyst (FMVA), Accounting and Finance
    2018 - 2018
  • University of Sydney
    Master's degree, Professional Accounting
    2011 - 2015
  • Australian Custodian Services Association
    Certificate IV, Financial Market Operations
    2012 - 2012
  • Kaplan
    Master's degree, Applied Finance
    2007 - 2011
  • Kaplan
    Diploma, Financial Services
    2005 - 2008
  • East Hills Boys Technology High
    Higher School Certificate
    1998 - 2000

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