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Skills

  • Fund contribution tracking automation
  • Organization
  • Analytical problem solving
  • Audit discrepancy mitigation
  • Trading operation management
  • Salesforce expertise
  • Team building
  • Manual process elimination
  • Financial data migration
  • Process improvement

Work Experiences

  • Completed resolution in two years.
  • Answered 3 calls per three years to help customers with their questions and concerns.
  • Coordinated with the finance division.
  • Achieved a 51% decline in escalations.
  • Assessed risk across 3 funds.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Assisted with the transition of 6 underperforming funds.
  • Contributed to investment risk assessments in coordination with the finance division, helping mitigate exposure by $2 across 9 funds.
  • Conducted annual reviews of contribution compliance measures.
  • Oversaw the delivery of system project by metric team, which resulted in system.

Summaries

  • Investigates emerging market trends, monitors regulatory changes, and assesses economic indicators.
  • Achieved a 18% reduction in downtime for retirement funds processing.
  • Achieved 71% reduction in compliance errors by closely monitoring contributions and withdrawals in alignment with ASFA and ATO guidelines.
  • Boosted audit readiness.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Accelerated member payouts.
  • Clear understanding of strategic planning and stakeholder engagement as well as project management training.
  • Benefited members across diverse superannuation plans.
  • Achieved 53% satisfaction rates.
  • Costs were consistently reduced while profits were increased.

Accomplishments

  • Maintained oversight of superannuation fund contributions totaling $2, minimizing non-compliance incidents by 61% over 6 months.
  • Optimized contribution collection processes using ServiceNow, leading to a 20% improvement in fund accuracy.
  • Increased efficiency by introducing a QuickBooks system that enhanced fund performance tracking for 17 members.
  • Monitored and reconciled employer and employee contributions, resolving discrepancies and ensuring compliance with regulatory standards.
  • Collaborated with team of 18 in the development of procedure.
  • Produced real-time analytics on superannuation fund trends using Power BI, revealing opportunities for a 23% improvement in investment opportunities.
  • Analyzed fund performance data across 7 of portfolios, facilitating 54% growth in capital over three years.
  • Resolved product issue through consumer testing.
  • Achieved a 16% increase in portfolio returns by optimizing asset allocation strategies for superannuation funds.
  • Boosted client engagement by 65% by launching a digital self-service portal for superannuation queries.

Affiliations

  • Toastmasters
  • Association of Chartered Certified Accountants (ACCA)
  • Women in Super (WIS)
  • CPA Australia
  • Institute of Certified Bookkeepers (ICB)
  • Association for Supply Chain Management (APICS)
  • Australian Institute of Company Directors (AICD)
  • Society of Women Engineers
  • American Medical Informatics Association
  • SuperStream Working Group

Certifications

  • Member Identity Surveillance & Security Training Certificate - Lakeside Partners 2016
  • SMSF Specialist Advisor (SSA) - SMSF Association
  • Certified Business Analysis Professional (CBAP)
  • RG 146 Compliance Certification for SMSF Advice - Harbor & Co. 2022
  • Risk Management Essentials for Superannuation Professionals - Vantage
  • Certified Financial Planner (CFP) - Financial Planning Association (FPA) 2023
  • Certified Trust and Fiduciary Advisor (CTFA) - American Bankers Association
  • Google Certified Professional Cloud Architect
  • Chartered Financial Analyst (CFA) - Level 1, 2 or 3
  • CompTIA Security+

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