Leo Santalucia

Professional Background

• An executive and project manager with 30 years’ experience in strategic planning, financial management, taxation and regulatory compliance, corporate services and business systems integrations & implementations in the financial services and insurance (indemnity) industries, as well as in health, motoring, travel management and property development sectors
• Driven, designed and implemented solutions and transformational change through both strategic & operational modes of a variety of businesses in listed/non-listed public companies and private entities including: NRMA, RACV, Ansett Airlines, QBE, MDA National, and government agencies
• Degree and post graduate qualifications in business, accounting & finance; Fellow of CPA Australia

M&A Skills & Expertise

• Business planning and development – new products; new markets research and feasibilities
• Profit and Cost Centre management and related financial budgeting & forecasting
• Business planning and development – new products; new markets research and feasibilities
• Profit and Cost Centre management and related financial budgeting & forecasting
• Commercial and taxation management; business acumen (FCPA)
• Corporate governance; risk and business continuity management
• Preparing investment Due Diligences, Business Cases & Feasibilities
• Preparing Capital Funding proposals and negotiating with banks/financial institutions
• Program [PMO/IMO] management (hybrids of Agile, PMBoK & Prince 2 process models)
• Integration planning & implementation; workstream formulation and related performance management

Project Highlights

• Project managed design & implementation of new PI insurance product for Dentists and Allied Dental Practitioners for an alliance with UK-based insurer (MPS/DPL), including: planning, PMO office, product development, Distribution Networks readiness and processes and related integration with IT systems
• Developed & recruited a Business Improvement division responsible for product and systems development lifecycle process of MDAV Group
• Designed & implemented telephone-based AM strategies, including cross/up sell pricing and product initiatives that enhanced retention, loyalty and increased market share of Air/Travel spend from small to medium sized enterprises, servicing over 3,500 corporate clients
• Led post merger new Business Continuity Management strategy development and solution testing & roll out for a national insurer