David Officen

Experience

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  ROCG Perth

  Nov 2000 - Jun 2013

  Partner | Accounting & Business Advisory

  I started at Insight Business Partners (as it was known) to fill a role in the newly created Business Advisory division. The role was responsible for business development to acquire new clients and the delivery of a variety of consulting services to these clients. I facilitated workshops, ran focus groups, wrote marketing materials, coached and mentored a diverse client base in CBD Perth as well as in the Pilbara & Kimberley in W.A. northwest. I specialised in strategy development, documentation of the business plan and assisted the business owners with implementation of their new plan. Budgeting and cash flow forecasting were key facets of this work, as was establishing and monitoring appropriate KPIs.As a result of business development efforts, I quickly became an equity partner in the practice and ultimately took over as Managing Director. During the period I was Managing Director I successfully implemented a strategy to focus on new key markets and relocated the practice to West Perth. Other key initiatives instigated during my tenure include:- implementing a 'less paper' office with document management and workflow automation- overhauled HR process, documented new job descriptions and implemented a performance management system- implemented client satisfaction surveys incorporating the Net Promoter Score - developed visual management systems for employee productivity - facilitated merger/amalgamation of two other accounting practices- managed outsourced IT service provider- managed outsourced marketing consultants- developed key partner & referral relationships Show less

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  Traffic Response Group Pty Ltd. (TRG)

  Feb 2013 - May 2014

  General Manager | Traffic Management

  TRG was a vibrant new Traffic Management business that was started in 2011. Now boasting an impressive client list including Main Roads WA integrated service providers Downer Mouchel, Fulton Hogan, City of Vincent and civil works contractors such as HAS Group, 4M Civil & Super Civil. The remit of the new General Manager is to formalise the business strategy and take the lead role in its implementation.

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  McKinley Plowman & Associates

  May 2014 - Dec 2015

  Business Manager

  The Business Manager role was responsible for all of the business support functions for McKinley Plowman & Associates - a multi-disciplinary financial services firm.Significant projects undertaken:Upgrade of IT hardware infrastructure resulting in dramatic increase in system 'up time' Evaluation and selection of replacement practice management software - this core system has yielded significant productivity improvements across all business units. Restructure business support team to provide career progression opportunities and improve culture.Document roles and responsibilities to clarify reporting lines. Show less

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  ProCFO.

  Dec 2015 - Nov 2021

  Founder / Business Partner

  proCFO provides virtual CFO services to business who don't yet need a full time CFO on the payroll. Our engagements can be for a few days a week, once or twice a month or for a specific project. We are experts at providing quality financial information and analysis to help the business owner make more informed decisions about how the business is performing.

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  TFG Group Pty Ltd

  Nov 2021 - Oct 2024

  Financial Controller

  TFG Group Pty Ltd is a metal fabrication and mechanical installation business with offices in Perth, Brisbane, Sydney and Melbourne.

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  Freight Lines Group

  Oct 2024 - now

  Finance Manager