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Seasoned Financial Executive
Fractional CFO | Strategic Business Advisor | Speaker
Australia
Description
This executive is a seasoned fractional CFO and strategic business advisor with over 15 years of experience in finance across Corporate Australia, including roles in major banking institutions and Big 4 firms. They founded an advisory firm to empower businesses with practical financial insights and streamlined strategies. This leader is dedicated to helping entrepreneurs transform their financial management, gain clarity, and drive sustainable growth through informed decision-making and effective systems.
Key Roles
- •Founded an advisory firm, providing fractional CFO services and financial coaching to entrepreneurs and businesses since 2018.
- •Expert in financial forecasting, budgeting, and strategic planning, helping clients navigate complex financial landscapes.
- •Delivered workshops and presentations at various business events, simplifying financial concepts for owners and teams.
- •Specialized in cash flow optimization and performance improvement for service providers and tech-enabled businesses.
- •Advocated for women's financial resilience through mentorship programs, focusing on education and empowerment.
Education
- •Chartered Accountants Australia and New Zealand
- •Bachelor's degree in Accounting and Finance from a top-tier university
Focus Areas
Strategic CFO SupportFinancial ForecastingBusiness StrategyCash Flow ManagementPerformance Improvement
Industries
FinanceProfessional ServicesTechnologyGovernment Grants
Geographical Coverage
Australia
Stage
Early StageGrowthScale-Up
Personal Interests
Financial EducationWomen EmpowermentPublic SpeakingMentorship
Meet Me
Hi, I'm a passionate advocate for financial clarity and empowerment. I founded an advisory firm to provide strategic CFO support that helps businesses grow confidently. With a background in corporate finance and a heart for mentorship, I enjoy breaking down complex financial concepts into actionable insights. When I'm not supporting entrepreneurs, I am dedicated to uplifting women through financial education and resilience-building initiatives.
Personas
Strategic Financial Advisor
- •Provides fractional CFO services integrating corporate experience and entrepreneurial insights.
- •Specializes in cash flow management, KPI development, and performance improvement.
- •Empowers business owners to understand the story behind their numbers and make informed decisions.
Superpowers
Superpowers not available
Sweet Spot
This leader excels at bridging the gap between financial complexity and practical business strategy. Their ability to empower entrepreneurs with financial insights and actionable tools helps them navigate their growth journeys with confidence and clarity.
Functional Skills
Financial Management
•
Cash Flow Optimization- Develops strategies to manage cash flow effectively, ensuring businesses have the funds they need to operate and grow.
•
Budgeting & Forecasting- Creates detailed budgets and forecasts to help businesses plan for the future and make informed financial decisions.
•
Financial Modelling- Builds robust financial models to support growth initiatives and strategic planning.
Strategic Planning
•
KPI Development- Designs key performance indicators that align with business goals and drive accountability.
•
Business Strategy- Guides businesses in developing strategies that leverage their financial strengths and opportunities.
•
Scenario Planning- Implements scenario planning to prepare businesses for potential future challenges and opportunities.
Systems Automation
•
Streamlined Financial Workflows- Implements automated systems to enhance efficiency in financial operations.
•
Operational Efficiency- Identifies and applies best practices to improve financial processes and reduce costs.
•
Government Grants Application- Guides businesses in identifying and applying for relevant government grants to support their growth.
User Manual
This executive thrives in environments where strategic financial insights are valued, and where collaboration with business owners is key. They prefer clear communication and a hands-on approach, ensuring that clients feel empowered and informed in their financial decision-making.
Education
- •Chartered Accountants Australia and New Zealand
- •Bachelor's degree in Accounting and Finance from a top-tier university
Focus Areas
Strategic CFO SupportFinancial ForecastingBusiness StrategyCash Flow ManagementPerformance Improvement
Industries
FinanceProfessional ServicesTechnologyGovernment Grants
Geographical Coverage
Australia
Stage
Early StageGrowthScale-Up
Personal Interests
Financial EducationWomen EmpowermentPublic SpeakingMentorship