Experience

SuperRecords Pty Ltd.

• Australia
• Financial Services
• 1 - 100 Employee

• Group Manager

  • Jul 2022 - Present

  Oversee intricate financial planning procedures, systems, and protocols to ensure streamlined operations and adherence to regulatory requirements.Assist financial advisors in crafting, delivering, and contrasting diverse financial models for clients, creating reports, and presenting them while meticulously managing client records.Efficiently offer leadership guidance and strategic vision to a team of para-planners, overseeing the quality control of Statement of Advice (SOA) documents prepared by para-planners in alignment with client goals and resources. Show less

• Manager

  • Jul 2021 - Jun 2022

• Assistant Manager

  • Jul 2019 - Jul 2021

• Senior Executive

  • Jul 2018 - Jul 2019

• Paraplanner

  • Jun 2017 - Jun 2018



infoAnalytica, Inc.

• United States
• Marketing Services
• 200 - 300 Employee

• Team Lead

  • Nov 2014 - Jun 2017

  • Deftly handling the financial and non financial reporting process by providing periodic data on an accurate and timely basis• Gathering and verifying company related data through selected secondary sources• Providing data and reports for analysis and completing research on variances to plan, prior year, and forecasts to functional management on a software based system• Responsible for interviewing and hiring members required in the project. Conduction training for them• Handling a team of 10 executives. Handling the issues / escalations effectively and Ensure the team does think beyond the work and provide their inputs towards the process improvements• Responsible for resolving queries & maintaining communication with colleague for smooth process efficiency• Instrumental in fulfilling objectives by forecasting requirements, scheduling expenses and initiating corrective actions to facilitate uninterrupted operations• Efficiently working with internal customers to resolve revenue related inquiries also assisting in facilitating the automation of current processes and procedures Show less

• Research Associate

  • Apr 2014 - Nov 2014

  • Verify the financial and non financial information of the company on a software based system• Gathering and verifying company related data through selected secondary sources and extract relevant information• Following a streamlined quality control process• Tracking and monitoring progress of the project on an ongoing basis• Continuous interaction with the client for query resolutions• Providing updates to the client on regular basis