Dyson D’Souza
Melbourne,VIC
Summary
Dynamic professional with over 8 years at National Australia Bank, excelling in corporate actions management and stakeholder engagement. Achieved an 80% reduction in manual processing errors through innovative process optimization. Known for strong attention to detail and effective communication, driving team success and enhancing operational efficiency.
Overview
21
21
years of professional experience
Work History
Associate (Asset Servicing Operations)
National Australia Bank
06.2017 - 01.2026
- Oversaw operations for Mandatory Corporate Action events (ASX), ensuring data accuracy and integrity while effectively communicating all relevant information to institutional clients.
- Reviewed and executed lodgements with registries and tax authorities for corporate action events including dividend re-investment, share purchase plans, currency lodgements, and foreign income tax events, ensuring compliance and accuracy.
- Conducted quality assurance assessments and implemented process improvements in data processing, preventing manual errors and safeguarding financial integrity.
- Expertise in stakeholder relationship management, coordinating with multiple stakeholders - internal and external clients, ASX, fund managers, company registries, overseas tax authorities on intricate issues linked to various internal projects, market and tax events
- Specialized in cash management activities facilitating timely clearance and settlement of cash proceeds for institutional clients.
- Coordinated with internal tax teams in preparing and reconciling income and tax data to maintain compliance with AIIR reporting obligations to ATO, reinforcing integrity of financial reporting.
- Conducted UAT testing and implemented process improvements to adapt to changes in compliance, tax, and regulatory requirements, enhancing operational readiness.
- Deployed effective communication strategies for ASX announcements to institutional clients, resulting in adherence to SLAs and cutting overtime by over 50%
- Assisted Team Lead in daily workflow management using Active Operations Management (AOM) tool for cost control and resource allocation.
- Developed cross-skilling initiatives to enhance efficiency and promote individual colleague growth.
- Implemented three process enhancements in data entry, resulting in over 80% reduction in manual processing errors.
- Offshore processing: Developed and delivered as accelerated training program for new starters as part of NAB’s strategy to set up offshore teams, which included creating procedural documents, training and monitoring of key milestones
Team Member (MLC Superannuation)
National Australia Bank
06.2016 - 06.2017
- Served as first point of contact for clients, direct investors, and financial advisers, addressing queries about superannuation, pension, and investment portfolios to enhance client understanding and satisfaction.
- Strong understanding of the Superannuation framework and evolving legislations
- Managed escalations with internal and external stakeholders, ensuring timely resolution and maintaining strong relationships.
- Participated in a ‘Missing Persons’ Project (inactive clients) and contributed towards retaining $150,000 worth of clients’ investments from going across to the ATO
- Compiled and presented reports on team’s Net Promoter Score (NPS) to facilitate data-driven discussions and identify areas for improvement.
Customer Service Representative
AGL Energy Limited
02.2013 - 12.2015
- Assisted customers with general enquiries, evaluated hardship cases, and investigated billing discrepancies to enhance customer satisfaction
- Coached new starters on CRM systems and conducted skilling sessions to ensure team readiness and knowledge retention
- Performed daily reconciliation of General Ledger (GL) Accounts for payments received through various payment channels
- Investigated reconciliation variances and coordinated with internal stakeholders to resolve discrepancies and maintain accurate financial records
- Completed a 3-month secondment in Accounts Receivable team to support operations.
- Prepared comprehensive Monthly Revenue Reports on GL and Suspense accounts for Management Reporting
Retail Graduate Manager / Grocery Manager / Deli Manager
Coles Supermarkets Pty. Ltd.
02.2011 - 01.2013
- Completed Coles Graduate Program, gaining training in supermarket operations management
- Promoted to manage 2 fresh food departments with annual turnover of over $1.5 million
- Managed and coached teams of 12-26 members across rotating shifts, fostering skill development and teamwork
- Ensured optimum stock ordering to achieve over 95% product range availability
- Achieved sales and remuneration projections consistently, demonstrating strong performance in revenue generation
- Conducted comprehensive audits of the store - Financial, Health & Safety and Store Ordering & Receiving practices
Process Executive
Deutsche Bank Operations Ltd.
06.2006 - 10.2007
- Processed payments in Deutsche Bank’s accounting database – ‘db Billing’, ensuring accurate financial records
- Reconciled invoices against payments received, generating Accounts Receivable and debtor reports for financial oversight
- Liaised with fund managers to update on outstanding client payments, facilitating timely financial transactions
- Invoiced clients for trustee services provided for fund raising in debt markets
- Prepared Monthly Revenue Reports for business areas for Financial Reporting purposes
Team Member (General Ledger Reconciliations)
JP Morgan Chase
05.2005 - 06.2006
- Developed a macro tool to extract data from over 80 excel files per day for data entry.
- Investigated reconciliation exceptions, advising departments on resolution strategies to streamline processes
- Executed data entry for high value transactions and reconciled inter-bank fund transfers to ensure accuracy
- Compiled Key Performance Indicators (KPI) reports detailing outstanding and aged variances from erroneous transactions for management review
- Documented data relating to high value transactions to comply with Basle II and US Patriot Act legislations
Education
Masters - Accounting and Performance Management
The University of Adelaide
South Australia12.2009
Bachelor - Business Management
St. Aloysius College
Mangalore, India05.2005
Skills
- Corporate actions management
- Data reconciliation
- Stakeholder engagement
- Process optimization
- Team leadership
- Attention to detail
- Effective communication
- Quality assurance
- Analytical skills
Timeline
Associate (Asset Servicing Operations)
National Australia Bank
06.2017 - 01.2026
Team Member (MLC Superannuation)
National Australia Bank
06.2016 - 06.2017
Customer Service Representative
AGL Energy Limited
02.2013 - 12.2015
Retail Graduate Manager / Grocery Manager / Deli Manager
Coles Supermarkets Pty. Ltd.
02.2011 - 01.2013
Process Executive
Deutsche Bank Operations Ltd.
06.2006 - 10.2007
Team Member (General Ledger Reconciliations)
JP Morgan Chase
05.2005 - 06.2006
Masters - Accounting and Performance Management
The University of Adelaide
Bachelor - Business Management
St. Aloysius College