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Marc Ross - Resume


I Look FORWARD to assisting you !

Experience & Expertise Summary

Marc Ross (Qualified Accountant) is a Director with Commercial Finance Group Ltd (ComFin), involved in all aspects of Commercial lending in New Zealand.   

Since moving to New Zealand he also has embarked on Property Investment before latterly establishing this boutique business and funding operation and is now the owner of numerous properties. He also consulted to a Commercial brokerage house for many years in New Zealand and prior to this he worked for 10 years in financial audit and corporate finance for Ernst & Young (www.ey.com) and Deloitte Touche Tohmatsu (www.dtt.com) in both Australia and South Africa.

His hands on expertise covers the full spectrum of commercial funding transactions. He has gained the respect of an extensive range of commercial lenders and has established relationships with a wide variety of trading banks and other institutional lenders. 

Summary:

  • Excellent knowledge of primary and second-tier lending sources in New Zealand.
  • Access to over 15 registered banks and 50 finance companies (not counting nominee firms and building societies).
  • Specialist trainer / presenter.
  • Project managed and delivered global security reviews for major financial clients.
  • Represented Ernst & Young and Deloitte Touche Tohmatsu on international projects throughout the world having worked in South Africa, Greece and Australia.

Relevant Experience Summary:  (based employment at ComFin and Ernst & Young)

  • Obtained successful finance to many clients across New Zealand in many areas including, development, commercial property, re-structuring, re-finance and rural to mention a few.
  • Sales, Presentation, Negotiations, Training, Report Writing and Project Management Skills.
  • Extensive experience in customer relationship building and customer focus.
  • Owner of investment properties in New Zealand.
Professional Qualifications:
  • AGA (SA)
  • B Comp (Hons), - UNISA (University of South Africa)
  • B Comp majoring in Accountancy, Auditing, Taxation and, Management Accounting – UNISA
  • Diploma – Computer Data Processing – Wits Technicon
Memberships and Activities:
  • South African Institute of Chartered Accountants (SAICA)
  • Information Systems Audit and Control Association (ISACA)
Key Behaviours:
  • Leading
  • Influencing
  • Developing Others
  • Teamwork
  • Commitment to performance
  • Customer Focus
  • Business Acumen
  • Emotional Intelligence
 
Competencies:
  • Analytical
  • Problem solving
  • Product knowledge
  • Developing others
  • Influencing
  • Self motivated
 

Training Courses Attended:  (over the last few years)

  • Commercial Finance
  • Advanced Selling Skills Course
  • Leadership Development Program II (LDP II).   A 7 day leadership course designed for selected Senior managers at E&Y put forward by the Partner group.
  • Sales Skills Course
  • Negotiations Skills Course
  • Project Management Course
  • Presentation Skills Course
  • Report Writing Workshop
  • Management Courses
  • Investment in Excellence Course
    Focused on these objectives to help you to discover how to:

    • Understand why you think, feel and act the way you do
    • Put into action ideas to increase your creativity
    • Believe in your own ability
    • Set goals and achieve goals easily, without experiencing pressure or stress

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