Experience

Milestone Group

• Australia
• IT Services and IT Consulting
• 100 - 200 Employee

• Business Analyst - Fund Operations

  • Jan 2023 - Present



MLC Asset Management

• Australia
• Investment Management
• 100 - 200 Employee

• Senior Business Analyst (Specialist)

  • May 2021 - Jan 2023

  In my current role, I function similarly to that of a business analyst. I am responsible for, and have ownership of MLC's in-house unit pricing and distribution application known as UNISON. I work as the bridge between the business and technology teams, working collaboratively in an agile framework to deliver process improvements and application builds.Reponsibilities include:- Gathering business requirements for changes and improvements to UNISON and subsequently refining those requirements into a form usable by both the business and technology teams.- Communicating business requirements to the technology team in an understandable form.- Prioritising and managing the various changes depending on their level of necessity against capacity constraints.- Assisting in managing the workflow of the technology team to enable them to undertake changes in the most efficient and pragmatic way. - Testing any new changes and improvements to ensure that they meet business requirements without disrupting any existing functionality.- Preparing and providing training for any new users of the application.

• Senior Analyst

  • Dec 2019 - May 2021

  Responsibilities included:- Signing off on daily net prices of MLC's Trusts and Superannuation Funds that the Team Leaders had reviewed to be released to the market.- Took on the responsibility as the subject matter expert for various ad-hoc projects and queries.- Prepared and provided technical training sessions for the wider team on various topics.- Managed the performance of a team of analysts, providing monthly reviews and feedback to enable them to achieve their goals.

• Pricing Team Leader - Investment Control

  • Oct 2019 - Dec 2019



NAB

• Australia
• Banking
• 700 & Above Employee

• Pricing Team Leader - Investment Control

  • Dec 2018 - Oct 2019

  Responsibilities included:- Reviewing and subsequently releasing daily and monthly net and gross prices of MLC's Trusts and Superannuation Funds to the market.- Authorising instructions sent to the custodian of the Trusts and Superannuation Funds to move cash throughout the internal investment structure.- Reviewed quarterly and yearly distributions for the MLC Trusts prepared by the analysts.- Assisted in ad-hoc projects and any queries from external parties.- Prepared and provided technical training sessions to the analysts on various topics.- Assisted in managing the performance of a team of analysts.

• Analyst - Investment Control

  • Sep 2017 - Dec 2018

  Responsibilities included:- Preparation of analyses on the various portfolios invested in to by MLC's Trusts and Superannuation Funds to assist in the review of the daily and monthly net and gross prices.- Prepared instructions for the custodian of the Trusts and Superannuation Funds to move cash throughout the internal investment structure.- Planned and prepared quarterly and yearly distributions for the MLC Trusts.- Assisted in the preparation of financial statements for the MLC Trusts.- Proposing and implementing process improvements.



Mainstream (now part of Apex Group Ltd.)

• Australia
• Financial Services
• 1 - 100 Employee

• Fund Accountant

  • Oct 2016 - Sep 2017

  Responsibilities included: - Preparing monthly, weekly and daily general ledger reconciliations with the use of Microsoft Excel, which includes a high-level reconciliation between the unit pricing team’s net asset value calculation for the fund and the accounting financial statements. - Preparing quarterly, half-yearly and yearly distribution calculations. - Calculating GST refund and payables for clients in order to prepare and lodge business activity statements with the ATO. - Assisting clients with their statutory reporting and preparing half-yearly and yearly financial statements. - Assisting clients with tax return preparation. - Liaising with clients, in which I was required to meet tight deadlines with monthly deliverables. I was also responsible for responding to any ad hoc requests from clients.



Masselos Grahame Masselos Chartered Accountants

• Australia
• Accounting
• 1 - 100 Employee

• Graduate Accountant

  • Oct 2015 - Oct 2016

  Responsibilities included: - Preparing financial statements and income tax returns for individuals, self-managed superannuation funds, trusts and companies. - Liaising with clients and assisting them with any taxation queries that they encounter. - Dealing with statutory bodies such as the Australian Taxation Office and the Australian Securities and Investments Commission. - Working closely with the directors and other accountants of the firm. Responsibilities included: - Preparing financial statements and income tax returns for individuals, self-managed superannuation funds, trusts and companies. - Liaising with clients and assisting them with any taxation queries that they encounter. - Dealing with statutory bodies such as the Australian Taxation Office and the Australian Securities and Investments Commission. - Working closely with the directors and other accountants of the firm.



ECCO

• Denmark
• Retail Apparel and Fashion
• 700 & Above Employee

• Sales Associate

  • Jun 2013 - Sep 2015

  Responsibilites included: - Customer service - Operating POS system and handling payments from customers - Regular store maintenance and restocking - Keeping up to date with product knowledge and communicating it to customers - Achieving KPI's and keeping up with store sales budgets. Responsibilites included: - Customer service - Operating POS system and handling payments from customers - Regular store maintenance and restocking - Keeping up to date with product knowledge and communicating it to customers - Achieving KPI's and keeping up with store sales budgets.



168° Modern Cuisine

• Beecroft Road, Epping

• Waiter

  • Nov 2012 - Mar 2013

  My role involved: - Customer service - Operating POS system and handling payments from customers - Taking customer orders; serving food and clearing tables - End of the day closing, cleaning and maintenance of the premises - Delivery of takeaway meals My role involved: - Customer service - Operating POS system and handling payments from customers - Taking customer orders; serving food and clearing tables - End of the day closing, cleaning and maintenance of the premises - Delivery of takeaway meals



Retail Zoo

• Australia
• Retail
• 200 - 300 Employee

• Team Member

  • Mar 2012 - Sep 2012

  My role involved: - Handling payments from customers, customer service and taking orders - Filling and rotating stock - Preparation of ingredients and fruits - Making drinks for customers - Sanitising utensils such as the juicer and jugs - Cleaning and maintaining work space My role involved: - Handling payments from customers, customer service and taking orders - Filling and rotating stock - Preparation of ingredients and fruits - Making drinks for customers - Sanitising utensils such as the juicer and jugs - Cleaning and maintaining work space