Montegue Sykes

Context: Consulted to assist with financing requirements and operational efficiency enhancements.

Achievements:

• Leveraged extensive network for pitch presentations to prominent family offices.
• Devised a compelling business narrative, tapping into broader market prospects.
• Composed robust business plans and pitch decks for Series A/B financing.
• Redirected focus towards profitable sales tasks, promoting lean operations.
• Pioneered scalable business structures using intelligent outsourcing strategies.
• Assembled comprehensive due diligence documentation to support financing.
• Structured the Information Security Management System, laying foundation for ISO certification.

Context: Led the journey from concept to realization.

Achievements:

• Identified and capitalized on the niche of instant online life insurance.
• Authored business plans and pitch decks for Series A/B financing.
• Managed seed/angel financing using expertly crafted business models.
• Assembled a high-performing senior team on spec for both financing and subsequent scaling.
• Successfully bootstrapped the business amidst pandemic challenges, displaying unmatched dedication and resourcefulness.
• Built and vetted marketing materials and online platforms ensuring regulatory compliance.
• Designed and executed the seamless integration of MarTech systems into business operations.

Achievements:

• Engineered an SEO strategy resulting in a 212% traffic boost.
• Innovated the magazine "Flourish", replacing generic content with tailored financial insights.
• Streamlined data handling processes for GDPR compliance and CRM.
• Enhanced website monitoring methodologies, bolstering lead generation significantly.
• Coordinated relationships with referrers and implemented "no touch" lead acquisition model.

• Negotiated complex reactor valuations to ensure legislative adherence.
• Innovated dynamic spreadsheets, optimizing administrative efficiency.
• Established as the go-to expert for all IT programs, automating and refining routine tasks.

• Efficiently gathered and managed essential contact information for Local Action Groups.
• Revamped contract variation processes, refining several key operational procedures.
• Consistently surpassed role expectations, particularly in tracking grant claims and applications.
• Collated contact information for key staff of Local Action Groups, excelling with a fast-paced, deadline-driven workplace
• Streamlined contract variation request processing and supported the restructuring of other key procedures
• Followed up on late/upcoming grant claims/applications, receiving commendations for going above common duties.

Context: Spent a year in Germany.

Achievements:

• Managed and optimized FINH's main website and two auxiliary sites, achieving consistent SEO improvements.
• Orchestrated high-profile speaking opportunities for the Managing Director at elite events.
• Refined management approaches, resulting in consistent YoY revenue growth.
• Successfully managed Salesforce CRM for a sizable team, while also spearheading the shift to CCH for accounting.
• Proactively assessed Australian Stock Exchange mechanisms for client portfolios, optimizing performance and processes.