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Senior Financial Analyst - Corporate Financial Planning & Analysis

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My role is to grow the Gallagher Benefits Services in Australia. This will be through the acquisition of quality business's and also working closely with other Arthur J Gallagher services in providing quality advice and benefits to AJG's many clients.
My position is evolving as our business continues to grow. The roles I am responsible for is, the commercial strategy and developing the organisation. I am also responsible for helping unite and identify the client and growth opportunities within the Gallagher Business’s
As a founding principal of Complete Financial Balance (CFB) my role has grown and developed along with the practice. My involvement in strategy and financial control of the business is underpinned by my love of financial advisory and I manage all this on a daily basis. My client portfolio with CFB ranges from individuals wishing to plan for their future right through to investment management and client goal setting. The recent appointment of a General Manager for CFB has meant I can further focus on building my client base and relinquish much of the day to day managerial duties I once had.

Communicative Financial Planning Analyst with 11 years of experience in accounting and analysis reporting. Proficient in Oracle Fustion, ERP JD Edward and MS Excel. Ethical and meticulous professional with extensive knowledge of forecasting techniques, budgeting and financial processes. Committed to producing desirable results with minimal or zero supervision.

Data Analytics and Business Administration professional with a proven ability to adapt and excel in new environments. Skilled at quickly acquiring knowledge and implementing it effectively. Passionate about continuous learning and navigating change.

Results-driven Finance Manager experienced in financial statement reviews, auditing and reporting, with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Leader in the Veteran community.

Nethmi Rodrigo

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Financial Planning Executive

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