Why I established ROI.Partners
Across my career, the work with the greatest impact has connected several disciplines: commercial strategy, financial sustainability, leadership and the ability to execute. ROI.Partners brings that combined experience to the organisations I serve.
I established the practice in January 2022. It supports investment and portfolio decisions, consulting assignments, executive advisory and governance work, with current roles as Business Operating Partner for Lumens Capital Partners and Operating Partner for Vanta Global.
What I bring to the relationship
My background includes Google, SEEK, Open Universities Australia, ASX-listed Gooroo and Open Colleges. It covers international digital operations, multiple business P&Ls, technology commercialisation and a private equity-owned turnaround.
You work directly with me: a practitioner who understands the business case and the operating work required to deliver it. I bring an informed view, challenge the assumptions and help establish a direction that management can act on.
Professional responsibilities and discretion
I operate ROI.Partners alongside my role as Chief Financial Officer of Universities Admissions Centre. Each engagement has a clear mandate, and confidential information remains within the appropriate professional relationship.
We establish the scope, contribution and responsibilities relevant to your situation. Where additional specialist capability is needed, its role is agreed transparently.
A reputation shaped by working relationships
My LinkedIn profile has 94 recommendations. The supplied accounts describe commercial acumen, analytical discipline, digital and marketing expertise, practical Agile delivery and leadership that develops trust and capability.
They offer perspectives from people who have worked with me as managers, colleagues, direct reports and business partners. I invite you to consider those observations alongside the experience behind ROI.Partners.
“He describes visions and sets goals that seem unachievable but then leads the way to achieve the impossible. Jose does this not only by creating and fostering high performance teams, but also through hands-on leadership when required.”
“He has demonstrated the ability to develop visionary plans gaining buy-in from senior executive and board directors.”
Selected excerpts from LinkedIn recommendations · View my public profile
Purpose beyond the practice
I also lead SaferBusStops.org, a community initiative advocating for safer bus stops and transport interchanges in NSW. It reflects a commitment to informed action and responsibility beyond the workplace.
A practice shaped by the full leadership journey
The foundations of ROI.Partners extend from financial analysis at Fujitsu Consulting and pricing strategy at Carphone Warehouse to Google’s digital and commercial environment, SEEK’s investment portfolio and OUA’s Chief Digital Officer and Executive General Manager responsibilities.
Chair and advisory work with education, software, investment-content and other businesses adds further perspective. These experiences matter because the decisions facing an organisation often connect markets, finance, technology, people and governance.
Angel investor and entrepreneur
I am an angel investor and entrepreneur, as well as an executive leader and adviser. Building ventures and committing my own capital sharpen how I assess opportunity, risk, commercial traction and the choices that matter to founders and investors.
My Founder roles at ROI.Partners, Sadeedra and AgQuote reflect an entrepreneurial perspective: identify an opportunity, build a credible proposition and take responsibility for making it work. My advisory experience with Zall Asesores adds a further commercial perspective. I bring that ownership mindset to investment assessment, business growth and portfolio transformation.