Experience

Block Earner

• Australia
• Financial Services
• 1 - 100 Employee

• Financial Analyst

  • Aug 2022 - Present



Mason Stevens

• Australia
• Financial Services
• 1 - 100 Employee

• Business Analyst

  • Jan 2021 - Aug 2022

  • Engineered reports on company revenue and 7 billion dollars of Funds Under Management (FUM) from databases in SQL and PowerBI dashboards • Imported data into MYOB software; exported General Ledger reports, Balance Sheets, Profit and Loss reports • Collaborated with IT teams using Jira, Confluence and Azure DevOps services on building internal reports • Helped with generating Recipient Created Tax Invoices for Dealer Groups payments • Communicated and summarised revenue and FUM findings to the Board of Directors, Sales, Private Investments and Client Services teams as well as for external auditor Grant Thorton • Extracted data for the company’s investment portfolio from FNZ and Iress platforms; analysed movements in holdings, transactions and income for the head of Finance and CFO • Assessed and consolidated ATO quarterly TFN reports from Excel spreadsheets and SQL datasets • Assisted in developing Business Activity Statements for the finance team



Mason Stevens

• Australia
• Financial Services
• 1 - 100 Employee

• Intern

  • Jul 2020 - Aug 2020

  • Led preparation for portfolio managers' meetings; analysed publications from City and Moody’s for the Fixed Income team • Assessed multiple investment opportunities and circulated findings to the Fixed Income team • Assisted Client Services in account creation, account maintenance and clients’ queries • Led preparation for portfolio managers' meetings; analysed publications from City and Moody’s for the Fixed Income team • Assessed multiple investment opportunities and circulated findings to the Fixed Income team • Assisted Client Services in account creation, account maintenance and clients’ queries