Financial / Investment Analyst
WA - Perth Outer
Specialties
Finance Broker
Foreign Exchange Broker
Corporate Treasurer

A Finance specialist with a wide range of exposure to different industries - Mining Contractors, Agribusiness and Funds Management.

Summary

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Career

Future Wealth Strategies - Financial / Investment Analyst
Australia
Specialties
Investment Analysis
Corporate Treasury
Cashflow Forecasting and Budgeting
Private - Business Development
Banking & Financial Services - Accounting, Finance, Banking & Insurance
WA, Australia
Specialties
Finance Broker
Responsibilities
  • Financing working capital for Small to Medium Enterprise through the financing of Single Invoices.
Achievements
  • -
Private - Foreign Exchange Trader
Banking & Financial Services - Accounting, Finance, Banking & Insurance
WA, Australia
Specialties
Foreign Exchange Broker
Responsibilities
  • Trading Foreign Exchange on personal account
Achievements
  • -
Macmahon Contractors Pty Ltd - Treasury Operations Analyst
Professional Services & Others - Accounting, Finance, Banking & Insurance
WA, Australia
Specialties
Corporate Treasurer
Responsibilities
  • Managing short to medium term Group Cashflows. Co-ordinating Debt drawdowns Managing Foreign Exchange and interest rate exposures. Daily Transact Banking and managing Finance / operating leases Monthly reporting and compliance
Achievements
  • Rebuilding the reporting on Finance / Operating leases to include on the cashflow reporting
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Emeco International - Treasury
Banking & Financial Services - Accounting, Finance, Banking & Insurance
WA, Australia
Specialties
Corporate Treasurer
Responsibilities
  • Managed Foreign Exchange hedging strategies and interest rate swaps. Global cashflow reporting. Managed group debt and Global banking Management and reporting on Finance leases Treasury compliance and Monthly reporting
Achievements
  • Rebuilt Group Cashflow to show 12 monthly rolling forecasts and actuals for efficient reporting to Management
Private - Contracting Accountant / Business Analyst
Banking & Financial Services - Accounting, Finance, Banking & Insurance
WA, Australia
Specialties
Business Analyst
Accountant
Responsibilities
  • Regulatory Reporting - Basel 2 - Bankwest Tax Consolidation of Oil Rig JV - Clough / AMEC Business Analyst - Small to Meduim Enterprise
Achievements
  • Financial Analysis and forecasting for various enterprises while contracting.
Asgard Wealth Solutions - Senior Investment Research Analyst
Banking & Financial Services - Accounting, Finance, Banking & Insurance
WA, Australia
Specialties
Financial Investment Advisor
Responsibilities
  • Produced Monthly Investment Performance across all available Investment Products. Co-ordinated research on new investment products and managed the Approved Product Lists accross Group and Institutional clients.
Achievements
  • Rebuilt model profile performance and assisting the development of in house reporting packages.
Asgard Wealth Solutions - Investment Research Analyst
Banking & Financial Services - Accounting, Finance, Banking & Insurance
WA, Australia
Specialties
Financial Investment Advisor
Responsibilities
  • Assisted in producing Monthly Investment performance reports for investment products offered across the Group. Produced research reports for 600 plus managed funds on bi-annual reporting.
Achievements
  • Organised an improved reporting timeframes for the products that I was responsible for.
Henry Walker Eltin - Financial Analyst
Banking & Financial Services - Accounting, Finance, Banking & Insurance
WA, Australia
Specialties
Corporate Treasurer
Responsibilities
  • Cashflow analysis and creditor control Treasury compliance and Insurance
Achievements
  • Extended cashflow forecasting to rolling six month blocks

Education and Qualifications

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Year Qualifications Level Institution
2003 Graduate Diploma in Applied Finance and Investment Graduate Diploma FINSIA No
1995 Bachelor of Business (Finance) Bachelor Degree Edith Cowan University No

Tickets, Permits and Licences

Year Name Institution
1990 Heavy Combination WA Govt No

IT Skills

Software Skills

  • Word (Basic)
  • Excel (Advanced)
  • Power Point (Basic)
  • Access (Basic)

System Skills

  • Hyperion (Basic)