David Thomson

RESUME

Address: Westlake Queensland Mobile: 0433 145 161 E-mail: david_thomson2003@yahoo.com.au LinkedIn Profile: au.linkedin.com/pub/david-thomson/40/283/450/

O B J E C T I V E

To apply and build on my business development, estimating, project management support and

general administrative skills in a position where I can contribute directly to the success of my

chosen organisation.

S U M M A R Y O F W O R K E X P E R I E N C E

Business Development / Sales

Estimating & Cost Analysis

Project Management Support & Executive Assistance

Contract Negotiations and

Accounts & Financial Planning.

E D U C A T I O N / P R O F E S S I O N A L D E V E L O P M E N T

D ia log In fo rmat ion Te chno logy

Microsoft Dynamics CRM Functionality Workshop, 2014

Tende r l i nk , B r i sbane QLD

‘Tendering for Success’ Seminar (Winning Tenders: Shortlist Strategies that Work) 2013

Publ i c Speak ing Cou rse

Trevor Ambrose, 2012

F inanc ia l P lann ing Assoc ia t i on o f Aus t ra l ia L im i t ed ( FPA) ,

Me lbou rne V IC

Diploma of Financial Planning (DFP), Courses 1-3 (High Distinction), 2003

Canadian Secu r i t i es In s t i t u te , To ron to Canada

Canadian Securities Course (CSC) and Professional Financial Planning (PFP) Course 1

(Honours), 1998-2000

Un ive rs i t y o f To ron to (V i c t o r i a Co l lege ) , To ron to Canada

Bachelor of Arts (Honours) – Economics & Political Science degree, 1994

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E X P E R I E N C E

Estimator | San t r ev (Deve lopments ) P ty L td , Wes t I pswi ch

Feb 2015 – May 2015 (Contract)

INDUSTRY: CONSTRUCTION

Technical Expertise

Under supervision and guidance from the Sales Director:

Take phone enquiries from existing and potential clients.

Develop the project scope in discussion with the potential client.

Translate the project scope into construction design in consultation with the potential

client.

Estimate project costs including materials, equipment and labour.

Submit bids and tenders and liaise with potential clients to secure sales.

Develop the brief, scope of works and drawings for successful bids in conjunction with

Santrev team.

Work with Construction and Project Managers to ensure their full understanding of

expectations at project hand-over.

Maintain knowledge of project progress to ensure they are delivered to clients’

expectations.

To price and quantify projects, procurement, and preparation of files and maintain price

files.

Negotiating realistic and achievable time frames for completion of work with both

internal and external resources.

Analyse drawings and specifications in order to prepare a 'Bill of Quantities', which

itemises the individual components (materials, labour etc) required to construct the

project.

Customer and Communication

Develop relationships with existing and potential clients to maximise the Santrev profile

in the marketplace and ensure repeat business.

Work closely with potential clients to understand their needs, discuss design alternatives,

and convince them that Santrev is their best option.

Maintain long-term relations with key existing clients.

Consult with customers Internal; (Sales – Construction Manager, Draftsman – Project

Manager, Purchasing Officer), External (engineers, contractors, suppliers.)

Continuous Improvement

Maintain knowledge of the latest design and construction techniques in order to provide

the best solutions to clients.

Developing scope and estimate documents for clients, in conjunction and consultation with

relevant members of the Santrev team.

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Maintains cost keys and price masters by updating information

Resolves cost discrepancies by collecting and analyzing information.

Formalising and compiling a complete and thorough handover of all necessary

information about suppliers etc and project related documentation to the Construction

Manager.

Monitor changes to designs, assess effects on cost, and measure, value and negotiate

variations to designs.

Sales Coordinator (Business Development) | Resour ces Camp Hi r e ( a d iv i s ion o f

T i t an Ene rgy Se rv i ces -ASX:TTN ) , Sou th B r i sbane

July 2013 – Oct 2014

INDUSTRY: OIL & GAS AND MINING

Position Overview: Reporting to the National Sales Manager, and working with the sales team

within the RCH (camp accommodation) and affiliated divisions (drilling, catering and associated

down-hole equipment), I played a critical role for this division’s achievement of revenue and

growth targets. This was achieved by supporting the sales team in the related activities of

development of new business, growth and retention of existing business ensuring that

profitability targets were met. I supported all facets of the sales process and worked closely

with the sales team.

Broadly, the focus was on generating and responding to market enquiries, support in the growth

of existing accounts, support and management of the quotation and tendering process through to

the establishment of profitable contracts.

Specific tasks of this role included, but were not limited to:

• Assisting sales team (National Sales Manager and various BDM’s) in prospecting

new business

• Support of Account Management and client retention initiatives and processes

• Maintaining client networks and relationships

• Organisation and support of industry networking activities and events

• Collation of monthly sales reports

• Scheduling meetings and preparation of presentation materials

• Support the development of sales and marketing collateral

• Support GM and National Sales Manager in all Branding initiatives

• Deliver upon the sales and marketing plan

• Support the sales process from enquiry through to contract

• Contract negotiation and administration - inclusive of invoice reconciliation to

contract terms

• Procurement of supplies for camp mobilisations

• Respond to EOI’s, RFP’s and tenders

• Monitor market to identify competitors, opportunities and trends

• Ensure all contracts are profitable and optimise all opportunities

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• Establish & Maintain the firm’s MS Dynamics CRM system

• Accounts Receivable - Invoicing and Cash remittance functions

• Website Administrator, incl. Google Analytics report analysis

(www.resourcescamphire.com.au).

Proposals Engineer (Estimator) | Ene raque ( fo rme r ly Ene rgen So lu t ions ) ,

Rock l ea

Nov 2011 – May 2013

INDUSTRY: MECHANICALLY ENGINEERED PRODUCTS & SERVICES FOR MINING

Objectives: Responsible for preparing accurate Government sector and Mining, Oil & Gas

industry multi-million dollar tenders, quotations, and cost estimates / feasibility studies for all

mechanical products and services, meeting strict submission deadlines.

1. Tendering / Estimating Duties and Responsibilities:

• Receive tender and quotations requests and preparing a list of all jobs to be

quoted

• Distribution of documents to individual Sales Representatives and Global Sales

Manager to be discussed at upcoming project meetings

• Distribution of relevant sections of specification to sub-contractors, suppliers and

Eneraque internal commercial department

• Liaise with internal departments – i.e. Account Managers, After Sales Group

(Service & Maintenance), Marketing, Project Managers, Drafting & Engineering

departments, Contracts Administrator and Accounts/Administration

• Collate and Prepare tender proposals for review by Sales Representatives or

Sales Manager prior to dispatch to client

• Respond to post-tender technical clarifications

• Ensure global consistency in the look and feel of all proposals to clients

• Liaise with marketing department on quarterly ‘new look’ with all proposals

• Other duties and responsibilities as required in support of company

requirements

2. Project Administration role

• Preparation of Contract Review documents and co-ordination of Handover

Meeting with Project Managers.

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Quotations Manager and Project Administrator, Commercial Division | STA Consu l t ing

Eng inee rs and B lade P i l e Aus t ra l ia , R i ch lands (now a subs id ia ry o f

D ixon Homes , Rock lea )

Oct 2008 – Oct 2011

INDUSTRY: ENGINEERING – RESIDENTIAL & COMMERCIAL CONSTRUCTION/PROPERTY

Coordinating the quotation and tendering system for General Engineering, Screw Pier

installations, State Government Tenders and Expression of Interests (EOI).

QUOTATIONS MANAGER

1. Tendering Duties

• Review of existing system, updating submission templates where necessary to

maximize efficiency and customer service

• Create and maintain procedures for quotation workflow and documentation of

the process

• Receive daily quote requests via post/e-mail/fax/telephone

• Ensure each job has a proper scope of works and is costed/priced by the

appropriate department head

• Ensure all quotations are completed accurately and received by the prospective

clients within the required time frame (i.e. Sufficient turnaround time of 48 hours)

• Manage the process flow of all quotations and establish good working

relationships with all internal stakeholders.

• Proactively communicate with existing customers and new clientele by follow up

of quotations to ensure they have been received, and arranging of technical

advice if required

• Track the outcomes of each quotation, and create and maintain weekly reports

on successes, failures and other relevant data

• Enter quotations and orders into the database, and update the database with

account information as required

2. Internal Sales Coordination Duties

• Provide administrative, project and sales support, including the preparation of

quotes and introductory letters to prospective clientele and communicating with

customers via follow up calls

• Meet set monthly KPI sales targets/budgets

• Prepare all sales related reports as required by management (I.e. Price Lists)

• Provide general internal and external customer service

• Contribute to customer retention and satisfaction through the provision of prompt

and professional response to customer enquiries

• Develop and implement all administration procedures for STA

• Act as Project Administrator for STA

3. Website Administration Duties

• Developed and maintain existing corporate website; implemented new

functionalities

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4. Database Duties

• Liaise with Managing Director to update database and correct internal

problems

• Liaise with Programmer to update database, correct internal problems, and to

develop reporting templates and procedures

• Create templates to streamline current reporting procedures

5. Quality Assurance Duties

• Act as Quality Assurance Coordinator for STA

• Established important qualifications and accreditations for firm – i.e.

Queensland Government Prequalification (PQC registration), Main Roads

6. Other

• Administered and provided logistics for the launch of a joint venture project in

Adelaide, South Australia.

PROJECT ADMINISTRATOR - COMMERCIAL DIVISION

Project co-ordination through the lifecycle of medium to large projects – Issuing quotations,

booking, compiling data for engineering departments from client/external

consultants/council/government agencies, fielding client queries during the course of a project,

tracking progress of engineering departments and ensuring the job is dispatched in agreed

timeline (Microsoft Project) and producing a final tax invoice for the client and other credit

issues.

1. Financial Reporting

• Compiled financial information and reports (E.g. Aged Receivables, Monthly

Sales, P&L Reports via MYOB and MS Access), business correspondence, and

application forms as requested

• Processed credit card expenses for commercial business managers

• Generated various other business reports for the CEO Commercial division for

board meetings and management meetings

2. Administrative Duties

• Full range of administrative duties to ensure a high standard of service is

offered to both internal and external personnel, including: telephone and client

inquiries, filing, photocopying, faxing and maintenance of office stationary

supplies, fee proposals, and debtor list updated on weekly basis

• Provided assistance in organizing venue bookings and coordinating room

bookings commercial dept.

• Other duties as required from time to time – Have been required to work on

other tasks and projects that assist the achievement of STA Consulting Engineers

vision, mission, business, group, and unit and team goals

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3. Technical Expertise

• Clear understanding of the Company’s contact management database system

(including the ability to login, mark off tasks, add/edit invoices for clients and

maintained database system to reflect accurate business output/reporting)

4. Other

• Ensured all commercial administrative process complied with the Australian

standards and meets the business AS and NZ ISO 9001; 2008 compliance.

Executive Assistant (Project Secretary) | Gary Dean I nves tmen ts P ty L td , Rosa l ie

Jan 2006 – Oct 2008

INDUSTRY: PROPERTY DEVELOPMENT/CONSTRUCTION

Executive Assistant / Project Secretary to the Managing Director of a property development

firm.

1. Project Secretary Duties

• Assisted in the preparation and distribution of project Tender documentation.

Provide administrative support with regard to the issuance of sale contracts,

land transfer documents, heads of agreement

• Collated ongoing consultant project expenses and organise their approval and

payment

• Collated and analyse weekly Sales Reports for various property investments

• Liaised with Partners, Sub-Investors, Architects, Accountants, Project Managers,

and external Contractors and Consultants as required

• Liaised with local authorities (e.g. City Council, Town Planning) regarding

submitting plans, obtaining approvals as required, and general follow up on

progress to ensure that all paperwork and formalities required are completed

efficiently.

• Assisted in-house accountant with reconciliation of various mezzanine debt

lending facilities

2. Executive Assistant Duties

• Assisted the Managing Director by providing a high level of administrative

support: Diary management, organising Travel arrangements, contact Database

and File maintenance, generate correspondence and fielding client/partner

queries

• Corporate Secretarial duties: file ASIC returns; maintain company registers;

prepare board meeting notes and presentations using PowerPoint; draft board

agendas and collate and distribute minutes of meetings as required

• Reconciled corporate expense accounts (I.e. AMEX, Qantas)

• Ensured appropriate insurance coverage for various corporate entities

• Organised corporate events and liaised with sponsors (E.g. Indy, V8 Supercar,

and Cricket)

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Manager, Corporate Administration | Hard Rock Ho te l & Reso r t s , Su r f e r s

Pa rad ise

June 2003 – Dec 2005

INDUSTRY: PROPERTY DEVELOPMENT/HOSPITALITY

Manager of Corporate Administration for the Hard Rock group of companies.

1. Personal Assistance / Corporate Administration Duties

• Assisted the Executive Chairman and various Directors of Hard Rock by

providing a high level of administrative support: Organised travel

arrangements, fielding client queries and forwarded all correspondence,

file/contact, database maintenance, liaising with external

contractors/consultants/staff, and reconcile corporate account expenses

• Involved in confidential negotiations and sensitive discussions with various

external parties and internal staff members (i.e. Term Sheets, Sub-leases,

Confidentiality Deeds, Deeds of Assignment, Feasibility Studies, Profit and Loss

Reports, Budgets/Balance Sheets, Expressions of Interest)

• Reviewed/rationalised overhead expenses (e.g. ISP, telephone lines, mobiles,

contract suppliers, plant and equipment maintenance providers)

• Sales and Marketing: Sold advertising space on outdoor Tri-vision Billboard sign

to various advertising agencies and liquor/beverage suppliers

• Assisted in the preparation and distribution of retail lease tender packages.

Providing administrative support through coordinating the evaluation process,

issuing letters of intent and compiling legal contract documents

• Corporate Secretarial duties including filing ASIC returns, maintaining company

registers, and taking minutes at management meetings

2. Project Administration Duties

• Assisted in the preparation and distribution of project Tender packages

(“Expressions of Interest”). Providing administrative support with regard to the

issuance of Feasibility Studies, Term Sheets, Heads of Agreement

• Liaised with architects, Project Mangers, external contractors, consultants, HRH

staff and local authorities (E.g. City Council, Town Planning, etc.) regarding

submitting plans, obtaining sign-off as required, and general follow up on

progress to ensure that all paperwork and formalities required are completed

efficiently

• Co-ordinated and liaised with the Hard Rock International USA Head Office in

relation to Hard Rock specifications for the setting up and development of new

hotel condo units (I.e. site approvals)

• Sourced products as required (I.e. glassware, cutlery, paper products, etc.)

ensuring at all times that these products meet the American Specifications

• Working in conjunction with the Director of Operations in relation to sourcing

Memorabilia from Hard Rock International as required

• Prepared and co-ordinate in conjunction with the Executive Committee weekly

progress reports and project timelines during the early

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development/planning/design and construction stages for any new

property/condo unit developments.

Personal Assistant / Administrative Para-planner | Pro fess iona l I nves tment

S e rv i ces , Toowong and ABN AMRO Morgans , M t . G rava t t

Feb 2003 – June 2003 (Contract)

INDUSTRY: FINANCIAL PLANNING

Para-planning role within the financial services industry.

1. General Para-planning Duties

• Construction of client portfolios, reviewed their existing holdings, and the

implementation of approved plans using various financial planning software

(E.g. Assirt Desktop, Mentor and AMP Estate Planning)

2. Risk Insurance Role

• Completed a “needs analysis” and provide general insurance quotations for

clients, and followed up on approved coverage with the Underwriters and Life

insurers

3. Marketing Support and General Office Duties

• Assisted planner in developing marketing strategies, such as client Seminar

nights, and coordinated the cross selling of financial products to clients in other

divisions of the firm (I.e. mortgage clients and accounting clients).

• Answering telephones, liaising with Fund managers/Life insurers/internal staff,

generating client correspondence, file/database maintenance, courier bookings,

photocopying/faxing, ordering office supplies (E.g. stationery and

prospectuses), diary management, and the coordination of meetings and travel

arrangements

Financial Planning Consultant | Moneys t ra t Se cu r i t i es L imi ted , To ron to Canada

Sept 1999 – Oct 2002

INDUSTRY: FINANCIAL PLANNING

Para-planning role within the financial services industry.

1. Trading Assistance

• Processed Equity, Fixed-Income and Managed Fund/Retirement contributions

2. Analytical Support

• Tax reporting, Diary maintenance and syncing with PDA/Calendar, keeping

Planners abreast of all new developments within the industry

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3. Client Contact / Liaison

• Responded to client enquires/correspondence, send investment

recommendations, maintain client databases and follow-up procedures, send

monthly reviews and investment statements, send bi-monthly Newsletters

4. Marketing Assistance and General Administration

• Assisted in the development of new marketing programs for prospective clients,

and updated in-house marketing materials

• Telephone coverage, filing, and correspondence, advanced MS Office, mail,

photocopying, faxing, email inquiries and liaised with internal-back office

departments

S K I L L S E T

Expertise and Experience

Performance improvement, File Management / Record Keeping, Ability to interpret

drawings & plans to perform a material take-off for construction costing, Contractual

Negotiations and experience in Streamlining processes, policies & procedures and

operations.

IT Knowledge

MS Office Suite 2013 (including MS Project / PowerPoint / Visio / Dynamics Great Plains),

other accounting software (MYOB Exo), CRM systems (MS Dynamics CRM / Maximizer /

Salesforce), Adobe Acrobat & Photoshop, SharePoint systems and various financial planning

software.

Personal Skills

High level of inter-personal communication skills, ability to multi-task competing matters

simultaneously, good time management & organisational skills, able to work independently

or in a team environment and analytical thinking (methodical problem solving).

Personal Values

Loyalty, Honesty, Integrity.

R E F E R E E S :

Available upon request.