Jeffrey Lycett
*** **** ******** ****, ****, UT 801-***-**** ac0ahh@r.postjobfree.com
Dynamic business manager with over 15 years of financial services and business experience. Proven ability to build relationships with key corporate decision makers and clients. Expertise in business banking, account management, business to business sales, in-depth financial analysis of commercial projects, and budgeting and sales management. FORECASTING/BUDGETING/REPORTING
Provide dai ly analysis of budgets, financial trends, and forecasts
Complete quantitative analysis and financial model ing to increase profitabi l ity
Support cl ients by developing and evaluating short- and long-term strategic financial objectives FINANCIAL ANALYSIS
Assist cl ients with new projects by providing recommendations for financial performance and business opportunities
Perform scenario model ing and conduct ad hoc analysis
Provide GP analysis, risk assessment, balance sheet, and profit and loss s tatement analysis REGULATORY COMPLIANCE
Ensure compl iance with GAAP, federal, state, and local regulatory laws through accurate financial and tax reporting
Monitor and oversee al l aspects of the Finance and Accounting functions
Make recommendations for reporting and financial statements management to ensure regulatory compl iance FINANCIAL ACHIEVEMENTS
#1 Commercial Lender, Western Austral ia, 2013 and 2014
Increased portfol io by 200% in first 2 years and achieved #1 in region financial markets revenue for 2009 and 2010 Australian Institute of Business Adelaide, South Australia
Master of Business Administration with emphasis in Finance Oct. 2016
Bachelor of Science in Business Management Apr. 2016
Graduate Certificate in Business Management Jul. 2015 Wells Fargo NA Salt Lake City, UT Oct. 2015 Present Senior Business Relationship Manager
Manage al l aspects of the customers’ banking needs, focusing on commercial real estate and business lending
Gain a competitive advantage through coaching and training retai l staff on banking pol icy and sales
Perform detai led analysis on balance sheets and profit and l oss statements
Accurately prepare and submit complex lending appl ications to underwriters Rural Bank Limited Geraldton, Western Australia Nov. 2012 Oct. 2015 Relationship Manager
Managed a large agricultural lending portfol io and reported directly to the board of directors
Increased customer service satisfaction by coaching and training the staff on commercial lending
Prepared and submitted complex lending appl ications to underwriters
Performed detai led analysis of balance sheets, profit and loss statements, and budgets EXECUTIVE SUMMARY
SKILLS
PROFESSIONAL EXPERIENCE
EDUCATION AND TRAINING
Jeffrey Lycett
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Westpac Banking Corporation Wagga Wagga, New South Wales, Australia Apr. 2005 Oct. 2012 Business Banking Manager/Agribusiness Manager
Maintained a network of 4 branches and 5 in store locations, providing expertise in business lending
Portfol io consi sted of Agriculture, Medical, Property Development, Manufacturing, Pharmaceutical, and Retai l customers
Managed al l aspects of customers ’ banking needs by providing tai lored financial advice in lending and cash flow budgeting
Sole Credit approval authority Commercial $1,500,000; Consumer $750,000; Equipment $500,000 Commonwealth Bank of Australia Tamworth, New South Wales, Australia Apr. 2002 Apr. 2005 Commercial Business Manager/Business Development Executive/Business Banker
Exceeded growth targets and revenue targets and provided tai lored financial advice in lending and cash flow budgeting
Successful ly managed business banking portfol io with cl ients in Agriculture, Mining, Manufacturing, Real Estate, Property Development, Franchises, and Medical
Sole Credit approval authority Commercial $1,000,000; Consumer $500,000; Equipment $450,000 United States Army Goodfellow AFB, San Angelo, TX 1988 1992
Deputy Chair Northeast Riverina Rural Counsel ing Service 2007 2011
Chair Lockhart Shire Economic Development Board 2010 2011
Treasury Murrurundi Economi c Development Board 2003 2004 MILITARY EXPERIENCE
ASSOCIATIONS AND VOLUNTEER WORK