sophie wilson

senior solution engineer

About

Capital Markets | Client Insights & Solutions | Product Pre Sales | Associate Director, ANZ

Country

australia

City

melbourne

Industry

information technology and services

Skill

financial modeling, credit analysis, valuation, management, financial analysis, liquidity analysis, financial statement analysis, stakeholder engagement, stakeholder management, shadow credit rating, transaction origination, client development, client presentation, client relations, financial advisory, investment advisory, business advisory, corporate advisory, project management, account management, sales process, credit risk, credit, multi channel marketing, cross selling, cross border transactions, sales presentations, pre sales, strategic consulting, consulting, capital markets, working capital management, equity capital markets, capital markets analysis, capital markets advisory, hybrids, bonds, debt and equity capital raising, corporate finance, customer insight, customer acquisition, customer analysis, risk management

Experience

intern, mergers and acquisitions

anz

2007-11 - 2008-2 · 4 mos

associate director, client insights and solutions

anz

2010-2 - 2015-4 · 5 yrs 3 mos

* Key duties: * Responsible for identifying our clients’ challenges, needs and potential new business opportunities. * Presenting to C-suite executives on topics covering profitability, working capital, credit rating, acquisition scenarios, optimal capital structure and industry “best in class” benchmarking. * Knowledge of the full ANZ corporate banking product set and potential application. * Working with client relationship managers to formulate account plans to increase profitability of particular clients.

analyst, mergers and acquisitions

anz

2009-2 - 2010-1 · 1 yr

* Key duties: * Undertaking financial modelling of acquisition and funding scenarios, valuation/competitor/industry analysis. * Contributing to client presentation creation.

associate director, equity capital markets

anz

2015-5 - 2016-7 · 1 yr 3 mos

* Key duties: * Identifying client prospects suitable for particular capital markets products. * Creating capital markets product solutions that meet client needs and objectives. * Presenting to and developing relationship with, CFOs, Treasurers and CEOs – being able to articulate the benefits of capital market product solutions and acting as subject matter expert. * Assisting in the negotiation process with clients to deliver signed sales documents that secure ANZ as the solution provider. * Supporting the “go-to-market” process of transaction documentation, marketing and settlement.

senior solution engineer

salesforce

2016-7 - Present · 10 yrs 3 mos

* 2016-2017: Small-Medium Business segment. * 2018-current: Mid-Market Business segment. * Current certifications: * Salesforce Certified Administrator * Salesforce Certified Advanced Administrator * Salesforce Certified Platform App Builder

Education

mac.robertson girls' high school

2002-1 - 2005-1 · 3 yrs 1 mo

Victoria's only selective entry high school for female students with very strong academic potential. Sister school to Melbourne High (selective entry for male students).