Samina (Sam) Yip

Versatile, multi-faceted and proven, Senior Manager with over twenty-five years in financial services, including but not limited to operations, workplace training, complex advice remediation and managing high-performance teams. Skilled at planning, implementing and overseeing key improvements to drive business growth and efficiency. Lead solution designer and release manager of custom built remediation software. History of cultivating an open culture with free exchange of information and imparts clear vision to guide cohesive, high-performing teams. Built a reputation for reliability and consistently delivering agile projects and initiatives within or below budget, on-time and often ahead of schedule.

• Senior Manager – Projects & Delivery, August 2023 - current
• Delivery Manager, July 2022 - August 2023
• Operations Consultant, June 2021 - July 2022

Senior Quality Assurance Manager, Deloitte Touche Tomatsu, December 2018 - June 2021

• Worked across two major advice/complex remediation programs which included the start-up and closure of one of these.
• Recognized and awarded for consistent high performance, quality scores and ongoing Team/Project support (5 individual awards and 2 team award);
• SME assisting with development of quality management framework, key risk indicators, adviser methodology, training programs for project accreditation; as well as case complexity for billing purposes;
• Development and design of UAT/UI and test scripts for CRM/Database and client contact process;
• Redesign and deployment of specialized assessment tool for case assessments to incorporate methodology, triggered key risk indicators and adviser themes for the purposes of increased productivity and quality;
• Developed and deployed multiple training sessions including Calls Training, Client Engagement and Adviser Methodology;

• PNG Tribal Foundation, Director of Operations (Australia), January 2017, present - volunteer
• Job Training Institute Pty Ltd (JTI), Interim Chief Executive Officer, June 2018 - December 2018 - contractor
• WCG Financial Solutions Pty Limited (WCGFS), Co-Founding Director & Responsible Manager, October 2016 - January 2018
• The Wealth Creation Group Pty Limited, Co-Founding Director and Senior Financial Planner, May 2006 - January 2018
• Business Professionals Group Pty Limited, Director, Chief Operations Officer, Head of Compliance and Lecturer, May 2006 - January 2018
• The Accountant Group Pty Limited, Operations and Practice Manager, January 2007 - January 2018