Summary
Overview
Work History
Education
Skills
Interests
Timeline
Generic

Georgy Varghese

Tarneit,VIC

Summary

Dynamic individual with hands-on experience in finance and business management. Adept at navigating challenges with strong problem-solving skills and a proactive approach to new tasks. Known for adaptability, creativity, and a results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.

Overview

4
4
years of professional experience

Work History

Comparison Expert

ISelect
10.2024 - Current
  • Managed approximately 30-50 contacts across outbound, inbound and emails per day from customers.
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
  • Provided comprehensive product knowledge and guidance to help clients on product selection.
  • Followed up promptly with interested clients to close sales.
  • Generated quotes and proposals for clients to match individual needs.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.

Accounts Officer

Aligned Assist
09.2024 - Current
  • Independently managed invoicing, pay runs, payslips, and reconciliation of invoices while onboarding all employees onto ANZ for automated payments.
  • Streamlined processes by archiving past staff in Xero, updating invoicing rules, and ensuring accuracy in cross-platform data entries.
  • Prepared monthly profit and loss statements, identifying areas for improvement, and followed up on outstanding invoices fortnightly to maintain financial efficiency.
  • Created step-by-step instructions to assist in onboarding new staff, reducing reliance on external support.
  • Implemented automation into multiple facets of business such as Invoicing reminders, enhancing operational efficiency and reducing manual workload

Director and Head of Finance

Wheelspin Media Group
11.2022 - Current
  • Directing financial strategy and operations, utilising tools such as Stripe to ensure financial stability and operational efficiency
  • Executing budget management, financial forecasting, and accounting procedures through Xero, maximising profitability and ensuring financial integrity
  • Led advertising campaigns from inception to launch, using Monday.com, creating brand kits to enable boosting brand presence and engagement across various digital channels for multiple clients
  • Delivering comprehensive social media marketing strategies, collaborating with entrepreneurs through Slack to transform ideas into compelling content that enhances customer engagement and accelerates sales

Digital Advisor AND Customer Experience Associate

NAB
03.2021 - 05.2024
  • Delivered exceptional customer service through digital channels, including social media, NAB Messaging, and outbound calls, enhancing customer satisfaction and loyalty
  • Managed and trained other bankers on social media responses and community management
  • As a Subject Matter Expert, optimised internal marketing procedures, mentored peers, and elevated service quality while ensuring adherence to industry standards
  • Developed training content and facilitated learning sessions for new bankers using comprehensive interactive workshops focused on customer service excellence and digital engagement
  • Supported the transition from Live Chat to the NAB Messaging platform using a Scrum workflow, enhancing customer experience through innovative digital solutions and developing Key Performance Indicators (KPIs) by conducting data analysis and collaborative workshops, improving overall customer interaction quality and satisfaction

Education

NDIS Worker Screening -

Department of Justice
Victoria
10-2024

CAREER QUALIFIED IN BANKING(CQIB) -

Finsia
Melbourne, VIC
01.2023

BACHELOR OF COMMERCE - Accounting

Deakin University
Geelong Waterfront
12.2022

VCE CERTIFICATE -

Suzanne Cory High School
Hoppers Crossing, VIC
01.2017

Skills

  • Customer Service
  • Stakeholder Management
  • Content Creation
  • Facilitation
  • Remote office availability
  • Troubleshooting
  • Data Analysis
  • Agility
  • Critical thinking
  • Interviewing
  • Adaptability

Interests

My passion for automobiles and Motorsport is what actually bought my business Wheelspin Media Group to fruition Initially starting off as a car review channel with my close friends, we have made significant headway within the Automotive industry here in Melbourne, managing Social Media, Videography and Website Development work for many established businesses


I am also an avid sporting enthusiast, when I am not working, I am generally scoring goals on the Futsal court, breaking ankles on the badminton court or smashing my calorie targets at the gym


Timeline

Comparison Expert

ISelect
10.2024 - Current

Accounts Officer

Aligned Assist
09.2024 - Current

Director and Head of Finance

Wheelspin Media Group
11.2022 - Current

Digital Advisor AND Customer Experience Associate

NAB
03.2021 - 05.2024

NDIS Worker Screening -

Department of Justice

CAREER QUALIFIED IN BANKING(CQIB) -

Finsia

BACHELOR OF COMMERCE - Accounting

Deakin University

VCE CERTIFICATE -

Suzanne Cory High School

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Georgy Varghese