Simon-Kucher

Management Consulting - Financial Services Key Responsibilities: Project management, strategic planning, client workshops, presentations, financial modelling, mentoring junior colleagues. Key Achievements: •Developed a merger business plan and synergies model for a large Australian insurance provider, covering strategy, market, synergies, integration, and risk management.

Latitude Financial Services

Reporting to the GM Group Strategy & Corporate Development, supporting the CFO and Executive Leadership Team. Key responsibilities included: Strategic planning, Corporate strategy renewal, M&A and partnerships, Strategic initiatives, Board engagement, Investor presentations, Quarterly business reviews, Competitor and market insights. Key achievements: •Developed the new corporate strategy presented by the CEO to the board, shareholders and organisation, shaping the mid to long-term direction of the company. •Led the creation of materials and facilitated Board Strategy Days. •Managed the Quarterly Business Review (QBR) process. •Developed the Personal Loans growth strategy successfully expanding into green-energy and solar financing. •Regularly presented at Townhalls and led strategy sessions for over 1,000 colleagues.

Latitude Financial Services

Reporting to the GM Group Strategy, supporting the CFO and Executive Leadership Team. Key responsibilities included: Strategic planning, Competitor Insights and benchmarking, M&A and partnerships, Project management, Board papers, Emerging technology research, Enterprise performance review, Monthly CEO reports. Key achievements: •Led the regulatory engagement for the proposed $335M acquisition of Humm, successfully securing ACCC & NZCC approvals. •Developed an M&A scorecard to identify and evaluate various inorganic growth opportunities. •Co-led the development of the Brand & Channel strategy in collaboration with external management consultants. •Recruited and mentored a new intern, supporting their development.

Latitude Financial Services

Reporting to the Head of Strategy & Performance, supporting the Chief Commercial Officer. Key responsibilities included: Strategic Planning, Competitor & Market Insights, Performance Reporting, Operating Model Design, M&A, and Investor Presentations. Key achievements: •Launched the Competitor & Market Insights program, delivering weekly actionable insights to the CEO and executive team. •Supported the $2.6B IPO (ASX: LFS), responsible for verification of the prospectus. •Supported the international expansion into Asia, responsible for customer and market research. •Redesigned and managed quarterly performance reports for the CEO. •Built an automated PowerBI dashboard, providing executives instant access to key metrics. •Developed economic forecasts for the Annual Budget in collaboration with Moody’s Analytics. •Support the Operating Model and Org Structure design. •Shortlisted for the Latitude Value Award 2021.

Latitude Financial Services

Selected out of 300+ applicants for Latitude's Graduate Program, rotating through key functions. ● Product Management (Cards Team)

 •Supported Latitude’s largest product portfolio with 2.2 million customers, working within Agile methodology. •Assisted in the management of Product P&L performance. •Owned various product operational risks and their controls. •Assisted in the design & delivery of the Product Roadmap. •New product & feature development in collaboration with Mastercard. •Managed the annual product audit end-to-end •Simplified the fee structure and consolidated multiple websites under the master brand. •Identified an under-utilised card feature and managed its removal saving $100k p.a. •Assisted in the launch of LatitudePay (BNPL) ● Operations Management (Contact Center) •Conducted new-hire interviews. •Assisted in defining the onshore/offshore call centre strategy. •Reviewed policies, procedures and the complaints handling process •Improved the customer verification process, resulting in shorter call times and reduced fraud. •Managed the call-centre Hypercare reporting during a large system migration. ● Risk, Compliance & Governance: •Conducted Supplier Risk Assessments (SRAs). •Translated ASIC Report 580 into business actions and monitored execution.
 •Reviewed marketing content to ensure compliance with regulations •Built the Business Continuity Plan (BCP) consisting of 25 critical processes, including impacts and workarounds. •Assisted in facilitating Disaster Recovery exercises with senior executives. •Assisted in renewing AFS licenses with ASIC ● Marketing: •Worked with Creative & Media agencies to drive revenue growth, including a national TV campaign. •Assisted in the RFP process for selecting new Creative & Media agencies.
 •Designed a Test & Learn framework and experimented new marketing ideas. •Received the Marketing CMO Award 2020

Latitude Financial Services

•Supported clients with debt consolidation, financing and insurance needs. •Wrote over $2m in new lending, earning the Award of Excellence 2017 & 2018.
 •Member of the Reward & Recognition Committee. Latitude Financial Services (ASX: LFS) is Australia’s largest non-bank lender with 2.8 million customers and $8b in annual volume.

Stuze

Founded, developed and sold online skateboard & apparel brand Stuze (www.stuze.com.au) instagram.com/stuzeofficial

La Trobe University

Aspire Scholarship for positive community impact and leadership potential