Lina Labutyte
Summary
Highly dedicated and dynamic finance professional with over 10 years of experience in client management and operations. Strong interpersonal and communication skills, with a focus on building strong client relationships and providing exceptional customer service. Skilled in conducting financial analysis, risk assessment, and investment management to achieve long-term financial goals. Currently seeking a challenging role that leverages my experience and skills to drive growth and profitability for a leading organisation.
Overview
22
22
years of professional experience
Work History
Compliance Executive/Customer Experience Manager
Newealth
01.2018 - Current
- Assisted in the development of a comprehensive business continuity plan, ensuring preparedness for potential disruptions to operations.
- Oversaw investigations into potential violations of laws or company policies, taking decisive action as necessary to protect the organization''s interests.
- Reduced compliance risk by implementing robust monitoring systems and processes.
- Conducted thorough audits to identify potential compliance gaps and recommend corrective actions.
- Assisted with internal and external audits to confirm compliance with applicable laws and regulations.
- Developed compliance training initiatives and materials, educating staff on regulations.
- Implemented effective compliance policies and procedures to meet regulatory requirements.
- Consulted with clients on best practices and served as project manager for all process improvements and regulatory initiatives.
- Liaised with clients to identify and target inefficiencies in areas of risks and business controls, process gaps and workflow discrepancies.
- Managed escalated customer issues promptly, ensuring timely resolutions and maintaining positive relationships.
- Supervised daily operations and sales functions to maximize revenue, customer satisfaction, and employee productivity.
- Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Developed personalized solutions for customers, resulting in increased loyalty and repeat business.
- Streamlined customer service processes, leading to more efficient resolution of inquiries and complaints.
- Created and managed social media campaigns to increase brand engagement.
- Executed comprehensive marketing plans that consistently achieved targets for increased revenue.
Administration/Finance Manager
Open Conexus
06.2014 - 10.2017
- Reviewed documentation and identified financial discrepancies where applicable.
- Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
- Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
- Processed invoices and contacted appropriate parties for timely payment receipt.
Finance Officer
Australia Studycare
09.2010 - 05.2014
Project Manager
ERGOLAIN group
06.2002 - 05.2008
Education
Bachelor of Accounting -
Kaplan Business School
Diploma of Accounting -
Academies Australasia
Certificate in Business Management -
Australian Pacific College
Diploma of Advertising Management -
Kaunas College
Skills
- Strong customer service and support skills
- Excellent communication and interpersonal skills
- Comprehensive understanding of financial planning and investment management
- Proficient in Microsoft Office Suite and financial planning software
- Attention to detail and accuracy
- Ability to work independently and as part of a team
Accomplishments
- Implemented a new digital signature system that increased efficiency and made the process more official and secure. This involved researching and selecting a digital signature vendor and managing the implementation process. The new system allowed clients to sign documents remotely and securely, reducing the time and effort required for in-person meetings.
- Developed and implemented a new financial education program to better serve clients. This program was designed to provide clients with educational resources on financial planning, budgeting, and investment strategies. The program was delivered through webinars, and weekly e-updates send via email and posted on LinkedIn. As a result of this program, we saw an increase in client engagement and satisfaction, as well as an increase in referrals.
- Improved fee structure that improved transparency and increased revenue for the organisation. This involved analysing our existing fee structure, researching industry standards, and working with our team to develop a new fee schedule that better reflected the value of our services.
Hobbies and Interests
- Travel - passion for exploring new cultures and experiences
- Food enthusiast, exploring the culinary scene
- Hobby of planning personalised trips and experiences for myself and others
- Interest in psychology and human behaviour
References
Available upon request.
Timeline
Compliance Executive/Customer Experience Manager
Newealth
01.2018 - Current
Administration/Finance Manager
Open Conexus
06.2014 - 10.2017
Finance Officer
Australia Studycare
09.2010 - 05.2014
Project Manager
ERGOLAIN group
06.2002 - 05.2008
Bachelor of Accounting -
Kaplan Business School
Diploma of Accounting -
Academies Australasia
Certificate in Business Management -
Australian Pacific College
Diploma of Advertising Management -
Kaunas College
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