Lance Co
Maidstone,Australia
Summary
Detail-oriented and analytical professional with a strong foundation in financial analysis, compliance, and client service. Skilled in evaluating data, managing documentation, and ensuring accuracy, with proven experience in roles requiring meticulous attention to detail and adherence to regulatory standards. Proficient in using industry tools such as Xero, Salesforce, and advanced Microsoft Office Suite applications. Adept at collaborating with teams, resolving complex issues, and delivering high-quality results under tight deadlines. Eager to apply expertise to support underwriting processes, policy administration, and risk assessment in a dynamic insurance environment.
Overview
7
7
years of professional experience
Work History
Project Finance Officer
Nous Group Pty Ltd
07.2023 - Current
- Risk Evaluation and Data Analysis: Collaborated with project teams to establish detailed financial structures, ensuring project milestones, invoicing formats, and expense forecasting aligned with organizational goals, a process mirroring the evaluation of insurance applications and risk assessments.
- Policy and Documentation Accuracy: Reviewed and approved draft project invoices, ensuring alignment with client contracts. This demonstrates proficiency in document analysis and adherence to strict accuracy standards, essential for underwriting support.
- Issue Resolution and Stakeholder Communication: Acted as a primary contact for project team inquiries, liaising with internal finance teams and external software support to resolve discrepancies promptly. This reflects the ability to troubleshoot and address policyholder or broker queries effectively.
- Expense Management and Compliance: Monitored and reconciled project expenses to ensure accurate reporting, skills transferable to managing premium calculations and verifying underwriting guidelines.
- Financial Reconciliation Expertise: Conducted month-end balance sheet reconciliations, showcasing precision and analytical skills applicable to underwriting documentation and risk review processes.
Graduate Accountant
Infinity22 (Australia) Pty Ltd
07.2022 - 02.2023
- Document Preparation: Prepared detailed financial statements and tax returns for individuals, sole traders, partnerships, and companies, developing analytical capabilities to evaluate financial data—a key aspect of assessing applicant eligibility and risk in underwriting.
- Risk Compliance and Regulation: Maintained up-to-date knowledge of changing financial legislation, ensuring all documentation complied with current standards. This experience is directly applicable to ensuring insurance policies meet regulatory and company guidelines.
- Client Interaction and Advisory: Worked closely with clients to resolve financial inquiries and provide tailored solutions. This mirrors interactions with policyholders or brokers to clarify underwriting requirements and ensure smooth application processing.
- System Expertise and Account Management: Used Xero to manage financial transactions and generate reconciliations, highlighting familiarity with financial systems and attention to detail, essential for processing policy applications and endorsements accurately.
- Attention to Detail in Reporting: Prepared comprehensive Business Activity Statements (BAS) and reconciled accounts, demonstrating precision and organizational skills required in underwriting support to evaluate risk factors accurately.
Part-Time Employee
Bon Bon Boy
08.2019 - 06.2022
- Client Interaction and Support: Delivered outstanding customer service by effectively addressing inquiries, resolving issues, and ensuring satisfaction. These skills directly translate to working with brokers and clients to clarify application details or resolve policy-related questions.
- Sales and Needs Assessment: Recommended menu items and upsold products based on customer preferences, showcasing ability to identify client needs and propose suitable solutions—a skill relevant to recommending appropriate insurance products or endorsements.
- Payment Processing and Record Accuracy: Managed cash and electronic payment systems, ensuring accurate record-keeping and reconciliation, a transferable skill for managing policy payments or premium adjustments.
- Adherence to Standards and Procedures: Followed company protocols for food preparation and sanitation, demonstrating attention to detail and compliance with guidelines, which is crucial when adhering to underwriting standards and regulatory requirements.
- Team Collaboration and Efficiency: Worked in a fast-paced team environment, balancing multiple tasks and maintaining productivity. This mirrors multitasking and teamwork required to support underwriters in a dynamic insurance setting.
Temporary Staff (Ocean Export)
Toll Global Forwarding
11.2017 - 01.2018
- Documentation Management and Accuracy: Prepared and analyzed shipping invoices and supporting documents such as waybills, packing lists, and certificates of origin. This demonstrates proficiency in verifying and managing documentation, a key responsibility for underwriter assistants ensuring policy accuracy.
- Process Optimization and Workflow Coordination: Collaborated with the ocean export team to organize paperwork for live shipments, reflecting the ability to coordinate complex tasks and prioritize under tight deadlines—a critical skill in managing multiple applications or claims.
- Regulatory Compliance: Ensured all documentation met international shipping standards, showcasing attention to detail and a strong understanding of compliance, directly applicable to underwriting processes that adhere to company and legal guidelines.
- System Proficiency: Utilized CargoWise1 (CW) software to manage billing for high-profile clients, demonstrating adaptability to industry-specific systems, similar to insurance CRM or policy management platforms.
- Client Communication: Interfaced with clients like Procter & Gamble and Unilever to ensure seamless shipping and billing processes, illustrating your ability to handle high-value accounts with professionalism and precision, which aligns with underwriting for key policyholders.
Education
Bachelor of Business (Financial Planning)/Bachelor of Business (Accounting) - Accounting/Financial Planning
Royal Melbourne Institute of Technology
Melbourne, VIC06.2022
High School Diploma -
Singapore American School
Singapore08.2017
Skills
- Technical and Analytical Skills: Financial analysis and reporting, risk assessment, policy and documentation review, data reconciliation (bank/credit card, balance sheet), and proficiency in CRM and financial systems (Xero, Salesforce, CargoWise1)
- Regulatory and Compliance: Strong understanding of financial regulations, compliance requirements, and adherence to industry standards Skilled in document accuracy and verification
- Customer Service and Communication: Proficient in client interaction, stakeholder communication, and resolving inquiries Effective in written and verbal communication, as well as presenting solutions to meet customer needs
- Organizational and Administrative: Skilled in multitasking, workflow optimization, prioritization, and managing complex documentation Capable of ensuring timely and accurate completion of tasks
- Soft Skills: Meticulous attention to detail, adaptability to new tools and processes, strong teamwork and collaboration abilities, and a professional work ethic
Timeline
Project Finance Officer
Nous Group Pty Ltd
07.2023 - Current
Graduate Accountant
Infinity22 (Australia) Pty Ltd
07.2022 - 02.2023
Part-Time Employee
Bon Bon Boy
08.2019 - 06.2022
Temporary Staff (Ocean Export)
Toll Global Forwarding
11.2017 - 01.2018
Bachelor of Business (Financial Planning)/Bachelor of Business (Accounting) - Accounting/Financial Planning
Royal Melbourne Institute of Technology
High School Diploma -
Singapore American School
Similar Profiles
PATRICIA MITTONPATRICIA MITTON
Manager (Management Consulting) at Nous GroupManager (Management Consulting) at Nous Group
Sunidhi KulkarniSunidhi Kulkarni
Senior Executive- HR Operations at NOUS INFOSYSTEMS PVT LTDSenior Executive- HR Operations at NOUS INFOSYSTEMS PVT LTD
Shiv Kamal PandeyShiv Kamal Pandey
SRE Module Lead at Nous InfosystemSRE Module Lead at Nous Infosystem