Experience

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  Class Pty Limited

  • Sydney, New South Wales, Australia

  • Senior Customer Service Consultant

    • Jan 2023 - Present
    • Sydney, New South Wales, Australia

    Acquire and maintain a deep understanding of the product and consult with customers on the most relevant features/functionality for their specific business needs.Develop and strengthen a trusting, healthy business relationship to meet customer needs and identify potential business risks early on.Support customers in the onboarding process and in the daily handling of the products and services used by providing product and operational services, training, and customer support.Mediate between customer requests and internal contacts in sales, technical support, service, or product management.Improve and deliver customer training via webinars and phone/video conferencing.Perform analysis and evaluation of the products and services used by the customer and provision of the information for the sales department.Initiate Customer Success program and Identify customer potential and suggestion of a value-adding solution.Promote customer loyalty through timely customer contact for license renewal.Work closely with sales, product, and account managers, as well as technical support and service.

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  FairBreak Global

  • South Coast, New South Wales, Australia

  • Finance Specialist

    • Apr 2022 - May 2023
    • South Coast, New South Wales, Australia

    Responsible for financial operations (AR, AP, Tax, Superannuation and Payroll), managing compliance in line with financial regulations in Australia. Preparation of ad hoc reports/analysis and developing and implementing strategies and tools to improve budgeting, forecasting, modelling, and accounting processes, reporting and overall financial effectiveness.Managing foreign exchange contractual payments for over 120 contracted players, team management and officials.

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  Positive Change for Marine Life

  • Remote (one day per week)

  • Finance Manager

    • Feb 2022 - Dec 2022
    • Remote (one day per week)

    Developing and implementing strategies and tools to improve budgeting, forecasting, modelling, and accounting processes, reporting and overall financial effectiveness. Managing compliance in line with relevant financial regulations in Australia, India and the Solomon Islands, coordination of annual audits and payroll and superannuation.Responsible for day-to-day financial operations (AR, AP, Tax and Payroll), ASIC, insurance, banking and financial reporting to Executive and Board. Preparation of ad hoc reports/analysis as required.

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  BSP Advisory Group Pty Ltd

  • Moruya, New South Wales, Australia

  • Senior Business Advisory Accountant

    • Jul 2021 - Jun 2022
    • Moruya, New South Wales, Australia

    I have been able to develop transformational strategies for high level business including providing financial advisory and accounting services with an ultimate objective to grow and re-position businesses for profitability, growth, and sustainability.This experience has allowed me to become successful in evaluating business and client opportunities by quickly understanding their objectives and their market, ensuring clients’ needs aligned with projected requirements.With my sufficient knowledge and expertise, I serve as a Subject Matter Expert and acting as an authority to assist with processing complex requests, provide clarity in problems, facilitate decision-making and guides high value when called upon.Through my industry competency, this allowed me to contribute various administrative, analytical and exceptional organisational skills in order to complete a wide range of tasks under strict deadlines.I have been able to manage stakeholder relationships - build and maintain deep and meaningful relationships with clients, peers, and business owners.This role has allowed me to grow exponentially – furthering my skills and abilities in a prominent organisation, where I have utilised a holistic senior level management skill-set to provide continuous outcomes with regularity.

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  John Motyka Accountant

  • Moruya NSW 2537

  • Principal/Business Owner

    • Sep 2017 - Jul 2021
    • Moruya NSW 2537

    This position allowed me to provide business and financial consulting to over 1500 clients across a variety of industries including construction, retail, real estate, primary producers, transport and tourism industries within cost and time restraints.With my demonstrated expertise and experience, this allowed me to effectively supervise the daily operations of the office with a fee base of over $600k whilst ensuring the profit and loss statements and budgeting activities are managed accordingly.I was able to deal with daily enquiries and issues with regards to business needs ensuring these are aligned with their expectations while always striving to improve business partner satisfaction.Through my comprehensive background, I was able to provide coaching, professional guidance, and support to clients relating to forecasting, budgeting, cash flow analysis and business growth including bushfire and COVID-19 grant applications.This experience allowed me to utilise excellent planning and organisational ability with the skills to manage a diverse workload in a fast paced and often changing environment.This role allowed me to deliver outcomes with an excellent understanding and practical experience with solution development methodology concepts within the industry allowing me to achieve extraordinary results that I have carried into other roles.

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  BSC Accountants - Partner

  • Moruya, New South Wales, Australia

  • Accountant and Advisory Services

    • Jan 2012 - Sep 2017
    • Moruya, New South Wales, Australia

    This position allowed me to utilise my experience of business consulting, financial strategic analysis, strategic business planning, including providing insightful advice on taxation issues, business structure set-ups, tax planning, business purchase or sales across a wide range of industries.Within this role, I have been able to apply exceptional presentation, written and verbal communication skills to interpret client needs and recommend effective solutions.I was able to work effectively with cross-functional teams and demonstrate collaboration, provide thought leadership by bringing new and innovative ideas to assist the clients in attaining their business objectives.This experience allowed me to efficiently manage and supervise multiple tasks and work with excellence in a team environment so as to achieve positive outcomes in a high-pressure environment.This role has allowed me to grow both as an individual and as a professional, furthering my exceptional management, communication and interpersonal skills, and contributing to the overall growth and success of the organisation, where I have developed my holistic skill-set to provide continuous outcomes with regularity.

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  Australian Ethical Investment

  • Canberra

  • Business Relationships Manager

    • Apr 2010 - Dec 2011
    • Canberra

    • Responsible for Queensland, NSW and ACT region Advisors and Dealer Groups • Researched, wrote RFPs, and published fund data to financial service hubs.• Maintained consultant/research review questionnaires and platform reporting.• Developed financial planning operational tools for retail superannuation advice, business, wealth strategy factsheets, compliance procedures, SoA templates. • Advised new and existing HNW clients for the Australian Ethical Retail Superannuation fund.• Analysed client and financial data for developing new business strategies for sale targets. • Developed Dashboard and KPI reporting to Executive and Board level. • Develop and produce PowerPoint slides for client to Board Level.• Product development and client market targeting. • Wrote white papers for business strategies to retain and target new business.

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  Bridges Personal Investment Services

  • Batemans Bay

  • Financial Planner

    • Aug 2007 - Mar 2009
    • Batemans Bay

    Advised, monitor, and implemented client’s IMA portfolios, SMSF, pooled superannuation, and pension Strategies. Managed SoA proposals, assessed KYC applications and investment inquiries. Responsible for all direct equity, funds trading, portfolio management, asset allocation and portfolio cash flow analysis quarterly and half year reviews.Presented Defined Benefit Superannuation workshops for State Super clients via Teachers Mutual Bank relationship

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  Fidelity International

  • United Kingdom
  • Financial Services
  • 700 & Above Employee

  • Research Service Manager

    • Feb 2006 - Aug 2007

    Responsible for maintaining and developing relationships with asset consultants, research houses, institutional and intermediary (Dealer group) clients.Reviewed consultant contracts and agreements; reviewed research rating fund reports and managed the complete process. Maintain Excel database spreadsheets for portfolio performance, portfolio attribution analysis, statistical & forecasting models, construction of fund portfolio models for target audience. Maintained a register of client and legal/compliance information and ensured the timely release of accurate and quality data. Produced written procedure manuals for crisis planning.

  • Marketing Service Manager

    • Jan 2002 - Feb 2006

    This position allowed me to utilise my experience of business consulting, financial strategic analysis, strategic business planning, including providing insightful advice on taxation issues, business structure set-ups, tax planning, business purchase or sales across a wide range of industries.Within this role, I have been able to apply exceptional presentation, written and verbal communication skills to interpret client needs and recommend effective solutions.I was able to work effectively with cross-functional teams and demonstrate collaboration, provide thought leadership by bringing new and innovative ideas to assist the clients in attaining their business objectives.Institutional products manage all sale proposal documents (Rfp’s), maintain product information with asset consultant, monthly and quarterly client and consultant reporting, and review contracts & agreements. Maintain, develop PowerPoint presentations and product brochures. Construct competitor analysis for potential product replacement with peers. Intermediary/Retail market products focus launching ten new products in the Australian market. Develop and release the World Fund. Review all request for information product questionnaires, fund fact sheets, monthly and quarterly dealer group & asset consultant reporting. Constructed competitor portfolio mix & market share analysis against peers, Portfolio construction for Dealer Group model portfolios, report fund performance, attribution analysis, fund portfolio models, portfolio characteristics. Manage a team of cold callers, build a nation-wide advisor network contacts database (Salesforce) for the Intermediary Sales team using advance Excel skills.

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  Westpac Institutional Bank

  • Sydney

  • Portfolio Risk Analyst (Manager)

    • Dec 2000 - Dec 2001
    • Sydney

    Analyse the Institutional Bank credit risk portfolio for the corporate and financial business units. Manipulated data to present credit/lending metrics to senior management and the executive management committee. Reviewed risk management processes and procedures for the bank’s business lending operations. Monitored and evaluated credit risk assessment for the institutional lending portfolio and provided the business with strategic solutionsIdentified trends, provide recommendations to limit the bank’s liabilities. Development of information system solutions. Production of a monthly portfolio risk report; generated scorecard analysis of each industry sector, Key Performance Indicator (KPI’s) and tracked economic profit metrics for business units.

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  UBS

  • Sydney

  • Fund Accounting & Performance

    • Jan 1999 - Feb 2000
    • Sydney

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  European Bank for Reconstruction and Development

  • London

  • Corporate Planning Analyst

    • Dec 1997 - Apr 1998
    • London

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  Salomon Brothers

  • London

  • Portfolio Administrator

    • Oct 1997 - Dec 1997
    • London

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  Citibank Asset Management

  • London

  • Investment/Fund Accountant

    • Apr 1996 - Jul 1997
    • London

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  Barings Asset Management

  • London

  • Corporate Actions & Dividends

    • Jun 1995 - Apr 1996
    • London

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  Perpetual Limited

  • Sydney

  • Client Liaison & Compliance

    • Mar 1994 - May 1995
    • Sydney