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Talk to Simon Lawrence, the specialist consultant managing this candidate, located in Dunedin

T:+64212402620

F:00 64 3 3377 6653

218 George Street Dunedin Central

Finance / Credit Analyst

Dunedin

  • Job TypePermanent
  • PaySalary required commensurate with position
  • Reference9111967

Professional qualifications/key skills

• Bachelors Degree in Finance and Business Administration
• MBA (due for completion 2024)
• Extensive analytical experience
• Technical software skills

Comments

My candidate is an accomplished professional with a diverse background in finance and project management. Educated at a prestigious university, they are set to complete an MBA in the winter of 2024, building on a foundation in Finance & Business Administration in 2006. Their career includes a role as a Credit Analyst for a finance company, where my candidate managed a significant portfolio and conducted comprehensive financial analyses. As a Field Energy Consultant for a renewable energy firm, they developed new business in the Ohio territory, educating clients and designing solar energy systems. My candidate also demonstrated exceptional leadership as a Project Manager for a commerce organization, successfully relocating a village and constructing extensive roadways in Guinea. Earlier in their career, they served as a Retail Credit Analyst and Recovery Specialist for a financial services provider, handling high-value transactions and recovery operations across Canada.

Following the end of a fixed term contract, my candidate is seeking a new role in a similar discipline, encompassing their skills in data analytics and financial improvement.


Education and Certifications

MBA
Due July 2024

B.S. / Finance & Business Administration
2006

Employment History

Finance Provider
Credit Analyst
2022 to 2023

Comprehensive analysis of financial data and statements from client dealerships and originators, to assess risk and make credit decisions. Responsible for a national portfolio including both business and personal lending requests routinely from $100K to $500K+. Core position functions include:
• Originator facility reviews
• Analysis of key originator metrics
• Assessment of new originator applications
• Risk reviews and continuous risk monitoring

Renewable Energy Provider
Field Energy Consultant
2020

International Commerce Group
Project Manager
2018 to 2019

Responsible for 8-month project to relocate a village of 60 households to new site, and construct 85 km (53 miles) of roads into the interior of the country. Management of project team, Activity resource and time management, Budgeting and cost estimation, Risk analysis, Monitoring
• Led team of 37 to complete 85 km (53 miles) of new rural road development project completed on time and within budget allocation
• Collaborated with local municipal and community leaders to negotiate successful relocation of 60 households to a new site, making way for the road development project

Motor Trade Organisation
2011 to 2018

Retail Credit Analyst
2012 to 2018

Worked with managers of Canadian luxury car dealerships to finance high-end vehicles, with values up to $ CAN 700,000.00 per unit. Brands include: Rolls- Royce Motor Cars, BMW, Mini, Motorrad.
• Led departmental systems testing for InfoBahn and 180 software updates, resulting in reduced error rates and improved efficiency.
• Credit analysis of average 13,483 deals per year, with a combined portfolio value of over $CAD 500 million annually.
• Created and developed productive, long-term relationships with dealerships, leading to selection as lead analyst
• Selected for and completed the competitive BMW Commercial Credit Analysis Programme

Recovery Specialist
2011 to 2012

• Managed entire recovery portfolio (500+) for all 10 Canadian Provinces
• Collaborated with international teams of lawyers, bailiffs, and law enforcement in global searches for stolen and illegally exported luxury vehicles, leading to successful recoveries in Europe, North America, and Africa
• Met annual goals for department in less than 6 months
• Spearheaded creation of new company recovery policy based on research and interpretation of Canadian Provincial laws and regulations

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