Damaris Okumu
Sherwood,Australia
Summary
Dynamic and detail-oriented professional with a proven track record at Goals & Dreams Financial Planning Pty. Excels in client relationship management and regulatory compliance, enhancing operational efficiency. Adept at reconciliation preparation and fostering teamwork, I am committed to delivering exceptional results while promoting a positive work environment.
Overview
12
12
years of professional experience
Work History
Paraplanning & Compliance
Goals & Dreams Financial Planning Pty.
04.2015 - Current
- Promoted teamwork and accountability across all workplace roles.
- Established efficient review process for client base exceeding 300.
- Implemented fixed-term fee agreements with touchpoints to mitigate revenue loss risks.
- Streamlined database system ensuring optimal accounting function performance.
- Executed invoicing for direct services, verifying entry accuracy and coding.
- Utilized journals and ledgers for classifying and summarizing financial data.
- Compiled comprehensive statistical and financial reports on cash receipts and expenditures.
- Maintained compliance with regulatory standards and company policies.
Support Worker Community
House with No Steps
Ipswich, Australia
11.2013 - Current
- Successfully built professional relationship with service user families, Service Managers, Operations Manager and Community Services Manager.
- Ongoing learning of Disability Services Standards and advocating the rights of people with a disability.
- Implementing a range of support programs that promote involvement and integration into local community to support the development of communication, social, interpersonal, community and daily living skills.
- To promote the dignity, independence, choices, rights and responsibilities of each person living with a disability, mindful of dignity of risk and duty of care ensuring there is a balance that includes healthy risk taking.
- Undertaking ancillary administrative task needed for efficient communication including maintaining appropriate documentation and systems to safeguard the wellbeing of those being supported.
- Support the development and implementation of plans supporting a person-centred approach and contribute to the review of the person with a disability’s progress.
- Providing support which reflects the Disability Services Standards, funding objectives, plans and goals.
Education
Certificate IV - Business Management
Navitas Professional
05.2025
Bachelor of Commerce - Accounting
Griffith University
CPA professional level program -
CPA Australia
Skills
- Reconciliation preparation
- Team collaboration
- Report preparation
- Client relationship management
- Regulatory compliance
- Financial planning
- Funds management
- Attention to detail
- Balance proofing
- Bank statement management
- Accounts reconciliation
- Outstanding item clearance
- Customer relations
- Service coordination
- Needs assessment
- Quality achievement
- Satisfaction evaluation
- Problem solving and troubleshooting
- Creative solutions and change management
- Performance enhancement and efficiency improvement
- Problem identification and logical solutions initiation
- Dependability and professional standards maintenance
- Time management and workload organization
References
Available upon request
Hobbies and Interests
- Reading
- Volunteer work
References
References available upon request.
Timeline
Paraplanning & Compliance
Goals & Dreams Financial Planning Pty.
04.2015 - Current
Support Worker Community
House with No Steps
11.2013 - Current
Certificate IV - Business Management
Navitas Professional
Bachelor of Commerce - Accounting
Griffith University
CPA professional level program -
CPA Australia
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