Experience

• 

  Monash caulfield taekwondo club

  Jan 2011 - Jan 2012

  • Vice President

    Jan 2012 - Jan 2012

  • President

    Jan 2011 - Jan 2011
• 

  Bank danamon indonesia

  Jan 2012 - Feb 2012

  Intern

  • Worked within the marketing team focusing on SME and corporate banking products in a client-facing role• Checked customer’s eligibility on trade finance products• Learnt processes and application of trade finance products• Training in treasury and foreign exchange trading

• 

  Mlc limited

  Jan 2014 - Nov 2015

  Investment administrator

  • General ledger and bank reconciliations for Heritage Investment • Root cause analysis and problem solving based on general ledger investigation• Project - migration to a new product: investigated outstanding contributions, ensuring that all funds are allocated to clients’ new policies before trade-up• Collaborated with multiple departments, including Cashiering, Reconciliations and Finance, to fix current processes and to reconcile outstanding line items• Handled customer queries: contribution, full and partial redemption Meno dettagli

• 

  Jbwere

  Nov 2015 - Nov 2019

  • Built and improved Self-Managed Superannuation Fund fees reconciliation tools and process for the Premium Fees team, significantly reducing risks of errors in quarterly invoicing. The improved control cuts down end-of-quarter reconciliation time by half.• Identified calculation error in admin and compliance SMSF fee calculation potentially impacting around 600 premium private wealth clients and initiated collaboration between Super Middle Office, Premium Fees and Quality Assurance to investigate and remediate clients’ position and to put control in place, preventing an issue that could have been repeated every quarter.• Successfully conducted Operational Expense analysis, assisting Operations Manager, Chief Operating and Finance in identifying cost saving opportunities across Operations, Projects, and Market costs centers.• Prepared material for CEO update based on operation expense analysis conducted within 4 weeks with minimal guidance. • Identified and resolved overcharging of service fee by an external vendor as part of the ops expense analysis resulting from thorough investigation of general ledger entries, Accounts Payable database and 1-year worth of invoices consequently raising awareness across leadership teams over control on vendor invoices• Implementing procedures and providing training to analysts• Quality checking daily processes while contributing to the reduction of escalated issues Meno dettagli • Investigated discrepancies in portfolio values and unit prices for bespoke clients to ensure accurate fee calculation• Prepared daily trade and brokerage report for the Advice team highlighting top brokerages across Melbourne and Sydney Team as well as Top-10 buys and sells from the previous business day.• Updated and maintained custom fee structure in the billing system• Identified gaps and improved existing processes through proper documentation of processes• General ledger and GST account reconciliations• Collaborated with Senior Financial Control Analyst and Business Transformation Analyst in improving web form for the Advice team to improve accuracy and efficiency• Identified and responded to client or advisory requests Meno dettagli

  • Senior Analyst - Investment Reporting

    Feb 2018 - Nov 2019

  • Senior Analyst - Financial Control

    Nov 2016 - Jan 2018

  • Analyst - Financial Control

    Nov 2015 - Jan 2016
• 

  National australia bank

  Nov 2019 - Jan 2022

  Analyst | senior analyst – performance and risk analytics

  •Compiled, analysed and deliver performance and risk reporting relative to benchmarks for corporate clients•Conducted risk and return analysis on fund managers employed by the clients and how they contribute into the broader asset classes•Provided accurate resolution to client queries

• 

  Australian unity wealth

  Jan 2022 - now

  Performance and reporting analyst