Benjamin W.

The Hackett Group (NASDAQ: HCKT) is a strategic consultancy and leading enterprise benchmarking and best practices implementation firm to global companies, offering digital transformation and enterprise application approaches including robotic process automation and cloud computing. Services include business transformation, enterprise performance management, working capital management, and global business services.

Helping clients across Utilities, Universities, Telecommunications, Health, Banking and Oil & Gas with Finance Transformation activities in these following services: - Finance target operating model - Cost allocation model design - Multi-dimensional profitability analysis - Creation of business case to support transformation initiative - Lean process methodology - Process improvement re-design - Enterprise performance management

- Preparing executive-level presentations with insights and analysis on client financials (P&L, Balance Sheet, and Cashflow) - Assessing financial outcomes against KPIs and reporting on strengths and opportunities - Benchmarking businesses using a wide range of KPIs and financial ratios and helping identify opportunities to increase profit, control credit risk and boost shareholder value - Extensive coaching CFOs of businesses with turnover greater than $100m by way of personalised training sessions centred on the generation and interpretation of technical financial reports - Analysing the financial performance and health of large family-run business and corporations - Strategically winning revenue with numerous high-performing businesses by building strong relationships through the sales process - Client liaison and management, including communications to the client - Project management, from proposal development to delivery of final product - Consulting and training; providing key insights to client benchmarks and training on industry best practices

- Managed the day to day investments on funds, performance reporting, and analysis - Liaised with fund managers regarding new and existing products - Analysed research for new products and present recommendations to the Investments Committee for assessment and approval - Drafted Statements of Advice for any new products on the Approved Product List (APL) - Compiled complex strategies based on information provided by the advisers including additional research undertaken by myself - Provided written recommendations for the adviser in the form of a Statement of Advice (SOA) or Record of Advice (ROA) - Generated cashflow projections for financial products and investments - Liaised with DKM Investment Service’s wholesale brokers to secure alternative investments, corporate bonds, direct securities, research, analysis of existing/new products and restructures