EDUCATION
CPA Australia (Ongoing)
Diploma of Financial Services, Australian Institute of Financial Services & Accounting (2011)
Masters of Business Administration, Quaid-e-Azam University, Islamabad, Pakistan (2006)
WORK EXPERIENCE
Finance Analyst @ MCG Technologies (Jan 2024 – Present)
- Review day-to-day accounting operations.
- Prepare financial reports and statements.
- Manage customer billing and invoicing.
- Monitor the collections process.
- Ensure internal control and compliance.
- Track budgets and maintain positive cash flow.
- Manage asset data.
- Introduce process improvements.
- Train junior staff.
Accounts Officer @ Metropolitan Solutions Pvt. Ltd. (Dec 2022 – Sep 2023)
- Recorded and posted vendor invoices, ensuring timely and accurate payments.
- Prepared weekly 1099 workings for contractors and presented them to management with a cost-benefit analysis.
- Signed off monthly profit and loss accounts for individual sites and confirmed with warehouse managers.
- Requisitioned information from different departments and prepared weekly revenue reports and dashboards.
- Reviewed journal entries to ensure accuracy and consistency.
- Monitored and promptly responded to incoming communications from various sources.
Superannuation Fund Specialist @ Link Market Services, Sydney, Australia (Jan 2013 – Apr 2014)
- Managed superannuation operations and compliance for accumulation funds under the supervision of trustees.
- Ensured superannuation guarantee payments were made in accordance with legislative requirements.
- Identified, investigated, and resolved data exceptions and quality issues in a timely manner.
- Handled complex superannuation queries and provided advice and support to internal and external customers.
- Managed portfolios of advisors acting on behalf of members for investment purposes.
- Drove continuous improvement by collaborating with front and back-end teams to identify process enhancements.
Member Services Consultant @ Russell Investments, Sydney, Australia (Oct 2011 – Dec 2012)
- Consulted fund members and related parties efficiently, timely, and courteously, according to defined quality standards.
- Maintained the case management system (CMS) for each action taken and ensured data integrity.
- Coordinated effectively with other teams to reach the best outcomes for members.
- Provided general advice on superannuation, investment, and insurance to help members make informed decisions.
Fund Administrator @ SuperPartners Superannuation Administration, Sydney, Australia (Dec 2010 – Oct 2011)
- Established employer/member accounts, processed contributions, and maintained employer/member correspondence while ensuring the standard of service (SOS).
- Liaised with employers and internal stakeholders to resolve issues on a day-to-day basis.
- Educated employers about fund policies and systems.
- Strictly and timely followed up on outstanding matters until final resolution.
Customer Assist Officer @ Commonwealth Bank of Australia, Parramatta, Australia (Mar 2010 – Sep 2010)
- Assisted borrowers experiencing life-changing events (hardship) and negotiated solutions for both the customer and the bank.
- Maintained customer records professionally and conducted timely follow-ups for effective closure.
Mortgage Broker Consultant @ St. George Bank, Parramatta, Australia (May 2009 – Dec 2009)
- Maintained a portfolio of brokers and administered the loan process for their borrowing clients.
- Ensured seamless service delivery from the bank’s end by actively resolving problems and taking ownership of escalations.
Mortgage Settlements Officer @ ANZ Mortgage Documentation and Settlements, Sydney, Australia (Jul 2008 – May 2009)
- Liaised with multiple stakeholders and organized the completion of documentation and payments for newly purchased, refinanced, and discharged properties.
- Coordinated with operational teams to ensure the delivery of standard/promised service levels.
- Logged every communication into the database accurately and in a timely manner.
Credit Officer @ Askari Bank, Sialkot, Pakistan (Oct 2006 – Aug 2007)
- Managed the end-to-end lending process for individual and business borrowers, from appraisal to settlement/rollover.
- Conducted regular health checks to ensure a risk-free asset portfolio.
- Monitored account turnaround and classification based on overdue payments.
- Maintained compliant records to ensure timely execution of transactions.
- Handled and executed security/legal documentation.
- Prepared periodic reports for the State Bank.
Internee @ Saudi-Pak Investment Company, Islamabad, Pakistan (Jul 2005 – Sep 2005)
- Gained first-hand knowledge of corporate finance and capital and money market operations at an investment company.
Customer Relations Officer @ Standard Chartered Bank, Sialkot, Pakistan (Jul 2003 – Aug 2004)
- Liaised with customers as a front-end service provider and dealt with all-inclusive consumer products.
- Provided operational support and processed and maintained related documentation.
- Successfully delivered branch-wide service quality initiatives.