Experience

Zurich Australia

• Financial Services
• 400 - 500 Employee

• Accountant

  • Jun 2019 - Present



ANZ

• Australia
• Banking
• 700 & Above Employee

• Accountant

  • Jan 2018 - May 2019



State Street

• United States
• Financial Services
• 700 & Above Employee

• Tax Accountant

  • Jun 2017 - Dec 2017

• Accounts Analyst

  • Aug 2016 - May 2017



State Street

• United States
• Financial Services
• 700 & Above Employee

• Shared Services Officer

  • Jan 2015 - Dec 2015

  Job Responsibilities: • Management of domestic and international exchange traded derivate funds between the broker and State Street • Handling multiple and high volume funds for large clients • Responsible for booking and settling over the counter option trades received from the broker • Accountable for processing and settling trades on low exercise price option funds and booking of margins • Reconciliation of Low Exercise Price option funds on the cash and market value front • Monitoring, investigating and commenting on large cash and market value discrepancies during reconciliation of funds



State Street

• United States
• Financial Services
• 700 & Above Employee

• Operations Associate

  • Jul 2013 - Jul 2014

  Job Responsibilities: ● Investment Management for Institutional Investors ● Management and reconciliation of custodian and broker accounts for Equity and Futures transactions ● Resolving exceptions reporting issues on Trade, Client Administration, Portfolio Administration and Corporate Actions ● Providing commentary on status of unresolved items ● Responsible for serving as a vital link between internal and external teams by identifying issues in the fund and ensuring prompt resolution ● Distribution of Trade Reports, Audited Financial Reports and Holdings Reports to clients