Experience

ALEX KAAR - Executive & Board Appointments

• Australia
• Staffing and Recruiting
• 1 - 100 Employee

• Principal

  • Apr 2018 - Present

  Alex Kaar is a specialist, boutique executive search firm with extensive national and international networks. Our core expertise is in assessing and recruiting business leaders with outstanding track records who will create a competitive advantage and sustainable commercial value. Our reputation has been built upon exceeding both client and candidate expectations with a specific emphasis on the cultural alignment of corporations and their leadership requirements at the highest levels. Email: robertlorenzi@alexkaar.com.au Show less



7-Eleven Australia

• Australia
• Retail
• 700 & Above Employee

• Group Reporting Manager

  • Oct 2017 - Apr 2018



NAB

• Australia
• Banking
• 700 & Above Employee

• Manager - Pricing & Portfolio Management

  • May 2015 - Aug 2017

  To provide clear direction on pricing frameworks & portfolio construct for the Trade & Working Capital Solutions product portfolio. I am responsible for pricing strategies, frameworks and models supporting the business lending product portfolio. Working in conjunction with the Trade & Working Capital Solutions Product Managers and partners, I am accountable for optimising returns for the product portfolio and monitor competitor pricing behaviour. I work closely with Strategy and Group Economics to analyse and model the macro business environment to shape targets and optimise returns for the product portfolio. Show less

• Finance Partner - Trade Finance & Transaction Products & Payments

  • Feb 2013 - Apr 2015

  Provide financial advice on both strategic and operational initiatives, highlighting and addressing keyoperational issues/risks by using context of competitive conditions, the external environment andregulatory implications.Present to the Business and/or finance function, financial and non-financial results, performancedrivers, scenarios and recommended action plans in order improve business performanceProvide direction and guidance on the change initiatives, financial implications, resourcingcommitment and delivery dates to maximise change agenda benefits/value to the organisationPrepare the Strategic and Operation Financial Plan to ensure Business commitments and objectivesare met through effective stakeholder engagement, understanding of business conditions over theplan period ahead and Group requirements for balance sheet and earnings growth.Assess, analyse and explain variances to Business Lending product plan in order to ensure accuratereporting and financial insight for potential drivers of variances when required.Finance representative at Business Lending leadership team, expected to contribute to discussionand debate on all aspects of running the business, not just the financial results or metrics. Show less

• Finance Partner - Business Lending

  • Jul 2009 - Jan 2013

  Provide commercial financial insight, analysis and recommendations in order to drive andimprove performance of Business Lending product business, including both directly to the Businessor alternatively to the Finance function including performance & planning, financialreporting/control and finance business partnering.

• Senior Financial Analyst, Group Finance

  • Jul 2006 - Jun 2009

  Group Reporting: - Annual Financial Report- Assist in Preparation and review of disclosures within the Annual Financial Report including Group and Company Balance Sheet, including commentary for Balance Sheet, Loans and advances and Deposits and Other Borrowings.- Preparation and review of various notes and disclosures within the AFR- Responsible for Annual Financial Report model- Liaising with senior management in Group Finance as well as key NAB finance regions, including Australia, UK, nabCapital, Asia, US, Group Secretariat and Group Treasury and Group Taxation.- Profit Announcement - Preparation of Left Hand Notes (analytics of half-year/full year results) to NAB Board and Senior Management. Show less

• Finance Professional, Group Finance

  • Nov 2003 - Jun 2006

  Group Reporting - Preparation of notes for inclusion in the Group's Annual Financial Report, Cash Flow Statement & Group's Profit Announcement.- Maintain financial reporting system (Financial Hyperion) used for Group's statutory reporting requirements.- Regular communication with senior management, Statutory Reporting and divisions regarding AFR Prepare the Group consolidation journals.- Monitor Group Intercompany Reconciliation / Elimination Process.- Preparation of ASX disclosures and US Federal Reserve returns on behalf of the Group.Month End Processing- Preparation of following monthly tasks:- Earnings Per Share- Foreign Currency Translation Reserve- Economic Value Add and Net Asset Position Show less