Nethuli Ramanayake
Burwood,Victoria
Summary
Analytical professional with strong background in financial modelling and risk management. Skilled in providing financial consultations and solutions for businesses of all sizes. Astute candidate develops new strategies and processes to optimize financial operations. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.
Overview
3
3
years of professional experience
Work History
Client Services Associate/ Practice Manager
HID Accountant's and Business Advisors/
08.2022 - Current
- Handling day-to-day correspondence from Australian Taxation Office.
- Handling and processing correspondence received with regards to Investments, Superannuation and Insurance.
- Maintaining corporate register of all clients.
- Handling Business Activity Statements and Individual Activity Statements for clients on a quarterly and monthly basis.
- Processing payroll.
- Preparation of sales and management reports for clients.
- Handling aged receivables of the company.
- Looking into software, upgrading and finding out ways to be effective in the day-to-day operations
- Preparation of tax and superannuation collations
- Directed customer communication to appropriate department personnel and handling direct inquiries and calls from the Australian Taxation Office.
- Responded effectively to sensitive inquiries or complaints.
- Answered phone calls and emails to provide information, resulting in effective business correspondence.
- Maintained accurate and customer records.
- Provided secretarial and office management support while building cooperative working relationships.
- Obtained scanned records and uploaded to database.
- Processed financial documents, contracts, expense reports and invoices.
- Met incoming guests and clients, offering immediate assistance.
- Responded to inquiries via email, telephone and social media platforms.
- Handling the social media platforms and leading the marketing team of the Company.
- Oversaw office inventory by restocking supplies and submitting purchase orders.
- Leading the team to ensure all duties and responsibilities are being fulfilled timely and efficiently as the Chief Financial Officer to one of our high net worth clients.
Administrator
Platinum Screens
04.2022 - 07.2022
- Directed customer communication to appropriate department personnel.
- Responded effectively to sensitive inquiries or complaints.
- Managing customer orders and ensuring order is delivered back to client in timely efficient manner without any discrepancies.
- Inventoried and ordered supplies for office.
- Answered phone calls and emails to provide information, resulting in effective business correspondence
- Maintained accurate department and customer records.
- Provided secretarial and office management support while building cooperative working relationships
- Answered phones to direct callers, schedule appointments and provide general office information.
- Received and routed incoming calls and correspondence to promote timely communication
- Answered and routed telephone calls and took messages
- Obtained scanned records and uploaded to database
- Processed financial documents, contracts, expense reports and invoices
- Met incoming guests and clients, offering immediate assistance
- Responded to inquiries via email, telephone and social media platforms.
- Scanned physical documents and uploaded to encrypted databases for digital maintenance
- Oversaw invoicing and billing functions, achieving consistent and accurate payments
- Answered phone calls by customers and asked appropriate questions to determine which department or staff member could be of service
- Checked stock to determine inventory levels and maintain office supply products
- Provided comprehensive administrative support, handling diverse tasks from visitor reception to inventory management, fostering a smooth office environment
- Oversaw invoicing and billing functions with precision, ensuring accurate payments and maintaining financial integrity.
Financial Strategy Intern
Astute Business Partners
08.2021 - 01.2022
- Financial Para Planning (Administrative work of clients and Preparation of Statement of Advice).
- Responded quickly to questions and inquiries via phone and email.
- Resolved issues to meet customer requirements.
- Prepared administrative and financial reports.
- Built professional working relationships with peers and supervisors.
- Conducted research and presented findings to leadership.
- Developed understanding of policies, procedures and processes.
- Supported day-to-day operations, assisting teammates with various tasks.
- Participated in company and department meetings.
- Created status reports on operational activities.
- Created and organized documentation to support team.
- Monitored regulatory change required by new and revised laws and regulations, communicating complex protocols and determining operational impacts.
- Produced and filed applications and related documentation for regulatory procedures.
- Obtained and distributed updated information regarding domestic or international laws, guidelines and standards.
- Updated customer financial profiles in Advisor Logic.
- Developing and Managing portfolios in X-Plan.
- Participated in compliance recordkeeping and marketing activities.
- Worked with clients to help create effective financial plans.
- Updated client portfolio values, returns and risk statistics.
- Prepared loan reviews and new loan requests.
- Formulated and actualized strategic financial plans across client investment portfolios.
- Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with highest return on investments.
- Articulated value of stocks, bonds and mutual funds and educated clients on benefits of each.
Education
CFA Charter Program -
CFA Institute
Melbourne, Australia02.2026
Accounting
CPA ( Certified Practising Accountant)
Melbourne01.2025
Master's in Business Analytics -
Deakin University
Melbourne06.2024
Bachelor of Business: Banking and Finance and Financial Risk Management -
Victoria University
Melbourne, VIC03.2021
Skills
- Data Analysis
- Project Management
- Strategic Planning
- Time Management
- Financial Reporting
- Accounting
- Financial Management
- Portfolio Management
Languages
French
Hobbies and Interests
I spend my free time journaling,reading novels, traveling, trying out new restaurants and cuisines and community service.
Timeline
Client Services Associate/ Practice Manager
HID Accountant's and Business Advisors/
08.2022 - Current
Administrator
Platinum Screens
04.2022 - 07.2022
Financial Strategy Intern
Astute Business Partners
08.2021 - 01.2022
CFA Charter Program -
CFA Institute
Accounting
CPA ( Certified Practising Accountant)
Master's in Business Analytics -
Deakin University
Bachelor of Business: Banking and Finance and Financial Risk Management -
Victoria University
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