Anthea has over 13 years of experience as a financial strategy consultant. She focuses on developing and leading projects to improve company effectiveness. Her work includes problem diagnosis, financial modeling, developing presentations, presenting on findings and advice, and leading process improvement projects—with a significant emphasis on stakeholder engagement and change management. Anthea works across industries and company maturities.
Served as a financial advisor focused on developing and leading projects to improve the effectiveness of an organization.
Evaluated problems that included understanding business goals, clarifying the scope, and analyzing data to ensure that the problem diagnosis was accurate and solutions were optimal.
Managed the project and implementation that included working with finance, IT, operations, and planning teams.
Built financial models, developed presentations, presented my findings, and gave advice.
Spent a significant amount of time and focus on stakeholder engagement and change management.
Worked primarily with educational organizations from childcare through higher education.
Focus areas: Finance Process Improvement, Strategic Planning & Execution, Business Models, Pricing, Financial Planning & Analysis (FP&A)
Senior Financial Analyst
2011 - 2017
Advised university leadership, schools, and business units on critical strategic financial questions—such as endowment planning, tuition setting, financial policy development, fundraising efforts, and other financial management considerations.
Developed funding plans and KPIs for large capital projects that considered debt capacity, fundraising capacity, and other funding considerations.
Wrote financial governance policies on long-term financial targets for schools and business units.
Led the development and implementation of a financial reporting tool used across the university.
Led the finance-related portion for the development and implementation of a new facilities planning system which was custom built for the university.
Advised clients on business valuations for strategic investment, governance, tax, and accounting purposes.
Built long-term financial models—incorporating a scenario analysis.
Managed key stakeholder relationships throughout projects.
Undertook competitor analysis and industry research.
Worked for clients including the top 100-listed Australian companies from various industries including infrastructure, agriculture, information, communications and entertainment, and financial services.
Focus areas: Business Intelligence (BI), Business Planning, Financial Engineering, Strategy, Financial Modeling, Mergers & Acquisitions (M&A), Fairness Opinion Reports, Valuation
Master of Public Administration in Strategic Management, Leadership, and Decision Making
2015 - 2017
Harvard Kennedy School | Harvard University - Cambridge, MA, USA
Graduate Certificate of Applied Finance in Applied Finance and Investment
2004 - 2006
Financial Services Institute of Australasia - Melbourne, Australiaalia