I help managers, front line supervisors and their teams understand finance.
Teaching essential life-time financial skills to advance you in both your career and personal life.
About
What happens in meetings when people don’t understand financial data?
“Most people don’t ask because they don’t want to appear uninformed in front of their boss or peers.” – Harvard Business Review.
I help Managers, Front Line Supervisors and their teams understand Finance. Without the jargon. Removing the jargon helps build a bridge between your Finance function and the rest of the business.
Managers are required to be across multiple disciplines. No longer can they just rely on their area of technical expertise. To get them through the day.
And when it comes to costs, they need to be able to:
> stick to cost budgets / targets
> explain the ups and downs to their colleagues and bosses
> predict their costs with a level of confidence / accuracy
But the trap is to just focus on the numbers. You need to also focus on how your people feel about the numbers. I help leaders build an environment of proactive cost control. Without the jargon.
How do I help?
> facilitation of team workshops (Finance for Non Finance Managers - refer "Featured" section below)
> group coaching for supervisors and their teams
> 1-1 coaching programs for executives and managers
> mentoring of finance staff
My current and past clients include:
> Incitec Pivot
> GMHBA
> Alcoa
> Deakin University
> AFL SportsReady
And I have worked in the following industries:
> Manufacturing
> Education
> Retail
> Health
My experience includes overseas assignments in Singapore and Shanghai.
I have worked with the AFL’s training organisation, helping young people start a career in Finance.
I am also the author of 'Don’t Eat the Marshmallow; The Fun and Easy Way to Teach Your Kids About Money.' I have been featured on TV and Radio and have also written articles for print and online media.
Does this sound like you?
-
Do you need some help with being better able to:
budget and manage your money in a way that allows you to meet your financial goals and maintain financial stability.
make informed decisions about financial matters, such as whether to take out a loan or invest in a particular asset.
protect your financial security by understanding the risks associated with different financial decisions and taking steps to mitigate those risks.
take advantage of financial opportunities that may arise, such as investing in a business or taking advantage of a financial promotion.
communicate effectively with financial professionals, such as bankers or financial advisors, and make the most of the resources and services they can offer.
-
You feel you need to learn more to be able to understand and interpret financial information and reports (in variety of settings such as business, investing, or even when making decisions about charitable donations).
-
Description text goes here
-
Item description
-
Item description
About me
From a very young age I’ve always had a passion for numbers.
I’ve a passion for understanding them. And sharing that understanding with others.
Through my years of corporate experience both here and abroad I’ve realised that to truely understand numbers you need to learn the story behind them.
This is what I help people do.
Read more about me
My love of numbers started early
Robert is Finance Educator. A guide. Who likes to shine a light on what’s behind the numbers.
He shares his expertise and lessons learned from spending 25 years in the C-Suite, teaching basic finance skills to managers of large corporations.
He helps executives and their teams develop a deeper understanding of their costs. Empowering them to take charge of their numbers. When your operational teams know their numbers and are confident they can make them better. They will hit their budget targets sooner and with less effort. Unlocking value for the organisation.
As a kid, I loved playing backyard sports, especially cricket and tennis. On the school holidays, I would invite my friends over and we would play tennis tournaments or cricket matches. I kept track of the scores and statistics in a book (do you still have this book?) , which I updated daily and calculated everyone's averages at the end of the day.
My friends would often ask me questions like "What was my average batting score for today?" or "What is my all-time best average for a day?", and I loved being able to provide them with the answers. Do you have any photos from your background games?
Working in finance
For the next 15 years (what years?) I worked for some large corporations both in Australia and overseas. It was during this time that…… what are some of the positive things you learnt during this time - and things you realised.
I was in a high paying job that allowed me to provide a comfortable life for my family and put money aside for the future. Everything was going to plan but this didn’t come without a cost. I worked long hours and wasn’t spending as much time with my family as I wanted.
Beginning my career
My good math grades and passion for numbers led me to pursue a career in accounting. What qualifications have you got? Let’s add those in here.
I started as a graduate finance position with the South Australian government and one of my first major projects was writing a finance manual for pre-school administrators. I loved translating complex financial concepts into easily understandable guidelines for this audience.
Then it all changed…..
I was made redundant on June 12, 2013, which came as a shock to me and my family.
The next day, I received a job offer from a colleague in finance, but I declined it without hesitation, even though it would have provided financial security.
I was scared of making the same mistake of accepting a job I didn’t enjoy just for the money. Losing my job made me reevaluate my priorities.
Life as a solopreneur
The past decade has been the most rewarding of my career. I’ve carved a niche for myself teaching others about finance. I’ve written my first book. Some sentences here….