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Work Background
PepsiCoFinance Director
Mar. 2023Sydney, New South Wales, Australia
PepsiCoHead of Commercial Finance
May. 2021 - Feb. 2023
APS Advisory GroupDirector
Apr. 2017 - May. 2021Founded in 2017, we partner closely with clients across a wide range of industries to provide innovative and comprehensive strategic advice and transaction management to help businesses improve their growth trajectory through financial initiatives including investments, mergers, acquisitions, loans, and business divestments. At APS Advisory Group, we strongly believe that fostering a strong and ongoing business partnership with our clients is the most effective way of helping you achieve your financial objectives successfully. This is why we focus on working closely with all levels of management and staff to fully understand your business and vision, current market position and your overall transaction objectives. It’s by truly connecting with your whole organisation that we can provide innovative and strategic guidance to help you make well-informed business decisions for long-term success.
Spoke CommerceCo- Founder & Director
Aug. 2014 - Dec. 2018
Caltex AustraliaCommercial Manager, Marketing
Dec. 2013 - Feb. 2018Sydney, NSW• Partner with the marketing division which generates ~ $12b in revenue across 2,000 retail sites in addition to servicing B2B customers
• Support the Consumer Sales, B2B, Pricing, Property, Network and Brand and Product Marketing functions
• Lead and manage a high performing team which includes:
o 7 C-Level stakeholders
o 4 analysts geographically located across Sydney and Brisbane
o 2 graduates within the Marketing Finance Graduate Program
• Provision of advice on significant, strategic and financial decisions, which include service station investments, bids and tenders for large customers
• Ensure the application and consideration of appropriate financial, commercial and supporting data to aid business decision making and analysis
• Provide oversight and monitoring of the cost/benefits of business area initiatives to optimise marketing profitability through reviewing ROI and EBIT
Caltex AustraliaCommercial Manager - Business Development
May. 2009 - Dec. 2013Sydney, AustraliaCommercial Management – Business Development (May 2009 – December 2013)
• Supported merger and acquisition processes by preparing valuations, financial modelling and performing detailed company analysis and due diligence
• Provided commercial analysis and interpretation of critical financial information that informed recommendations to achieve business objectives
thinkGROWTHManagement Consultant
Jan. 2009 - May. 2009
Macquarie Bank LimitedBusiness Analyst - Origination
Jun. 2007 - Dec. 2008Sydney, Australia• Researched new structured products and managed fund opportunities across the Asia Pacific region spanning Hong Kong, Singapore and India
• Structured, marketed and distributed products across the Asia Pacific region which included:
o SMBC PB Selection Macquarie Global Infrastructure Fund: FUM - $40m USD into Japan
o Macquarie Infrastructure Opportunities Fund: FUM - $10m USD
o Macquarie Emerging Markets Infrastructure Securities Fund: FUM - $10m AUD
• Provided professional account and product management of varied structured products which included:
o SMBC PB Selection Macquarie Global Infrastructure Fund: FUM - $40m USD into Japan
o Macquarie Infrastructure Opportunities Fund: FUM - $10m USD
o Macquarie Global Resources Hedge Fund: FUM - $100m USD
Macquarie Bank LimitedBusiness Analyst - Deal Management
Apr. 2005 - Jun. 2007Sydney, Australia• Managed deals across retail and wholesale transactions which included:
o Macquarie Almond Investment 2006 – raising $5m
o Macquarie Forestry Investment 2006 – raising $45m
o Macquarie Forestry Investment 2005 – raising $50m
o Infrastructure Bonds
o Type A Transactions
• Worked and supported FX traders hedge overseas transactions between $1,000 - $100m in currencies which included USD, KRW and THB
• Liaised with investors and advisors in relation to transactions which included informing on new products, tax rulings, market valuations and market updates
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