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Work Background
Atmosphere Capital AustraliaAnalyst - Financial Broking
Mar. 2024 - Apr. 2025Newcastle, New South Wales, Australia~ Structured residential, commercial, SMSF, and business lending proposals. ~ Developed funding strategies for complex clients, including trust structures and HNW borrowers. ~ Liaised with 40+ lenders to optimise approvals, policy alignment, and credit structures. ~ Created serviceability models and end-to-end pipeline reporting for institutional loans. ~ Managed the SMSF lending division, with a 100% business lending approval rate.
Atmosphere Capital AustraliaTransaction & Portfolio Strategy Associate
Mar. 2024 - Jan. 2026
SecondmentInterim CFO | €100m Manufacturing Group
Jan. 2023 - Dec. 2023
PKF Sydney & NewcastleAnalyst & Accountant - Corporate Finance, Process Review & Business Advisory
Jan. 2022 - Mar. 2024Newcastle, New South Wales, AustraliaI was fortunate to be apart of and learn from three teams: Corporate Finance, Process Review & Business Advisory. Analyst – Corporate Finance ~ Supported buy-side and sell-side M&A transactions up to $100M ~ Built and reviewed DCF, scenario, and market-based valuation models ~ Conducted market, industry, and competitive analysis to support capital raising and projects ~ Worked cross-functionally with legal and tax teams to manage transaction delivery ~ Produced investor materials, IMs, and investor pitch decks for a range of sectors Consultant – Process Review & Optimisation ~ Delivered operational and financial reviews for SMEs and $100M+ turnover clients ~ Supported performance gaps, cash flow restructuring, and offshore outsourcing strategies ~ Seconded as interim CFO during critical restructuring period ~ Collaborated with management to implement strategic recommendations and measure impact Accountant – Business Advisory ~ Managed a portfolio of SME clients across compliance, structuring, and tax advisory ~ Delivered trust planning and year-end strategies that generated measurable savings ~ Built strong client rapport through sector-specific insight and clear, solution-oriented advice
PKF - AustraliaSenior Analyst | Corporate Finance & Performance Transformation
Jan. 2022 - Mar. 2024Newcastle, New South Wales, AustraliaI was fortunate to be apart of and learn from three teams: Corporate Finance, Process Review & Business Advisory. Analyst – Corporate Finance ~ Supported buy-side and sell-side M&A transactions up to $100M ~ Built and reviewed DCF, scenario, and market-based valuation models ~ Conducted market, industry, and competitive analysis to support capital raising and projects ~ Worked cross-functionally with legal and tax teams to manage transaction delivery ~ Produced investor materials, IMs, and investor pitch decks for a range of sectors Consultant – Process Review & Optimisation ~ Delivered operational and financial reviews for SMEs and $100M+ turnover clients ~ Supported performance gaps, cash flow restructuring, and offshore outsourcing strategies ~ Seconded as interim CFO during critical restructuring period ~ Collaborated with management to implement strategic recommendations and measure impact Accountant – Business Advisory ~ Managed a portfolio of SME clients across compliance, structuring, and tax advisory ~ Delivered trust planning and year-end strategies that generated measurable savings ~ Built strong client rapport through sector-specific insight and clear, solution-oriented advice
Fighter World IncTreasurer
Jan. 2022 - Jan. 2024
Suzuki Motor CorporationInternship & Operations | Motocross & Supercross Championship Teams
Jan. 2010 - Jan. 2018
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