SAMIR MOTHEY
Como,WA
Summary
Detail-oriented, motivated and organized with relevant skills in accounting and finance, superannuation and customer service. Possess strong analytical and problem-solving skills, with the ability to make well thought out decisions. One of my strongest strengths is my maturity and the offshore experience in fields of accounting, auditing and financial management. Results-driven professional, focused on delivering exceptional support for organization and customer needs. Strong background in customer relations and communication. Dependable and hardworking candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Leverages field expertise, resourcefulness and diligence to make positive impact on business operations.
Overview
12
12
years of professional experience
Work History
MEMBER SERVICE CONSULTANT
Retirement and Superannuation Solutions Division (GESB), MUFG (Former LINK Group)
11.2021 - Current
- Effectively and efficiently responding to member or adviser queries over phone or emails, ensuring delivery of excellent member experience. manage approximately 35 daily calls on an average
- Making outbound calls/emails to members or their authorized representatives regarding information required by the trustee
- Taking ownership of complex member queries, investigating them and provide members/advisers with correct and complete information
- Ensuring timely completion of assigned capacity building exercises. Completed 5 ASFA Quarterly CPD points, 5 to 7 i-learns per quarter and other trainings
- Assist team leader in tasks delegated from time to time
- Be an active team member, offering ideas to improve operational procedures and member experiences.
INTERNSHIP
SFR Advisory Group Pty Ltd
07.2020 - 10.2020
- Observe and understand the general office environment and decorum
- Hands on practice on the MYoB application
- Hands on practice on Income Tax Return preparation and lodgment, including client correspondences with respect to documents sharing
- Any other tasks that was assigned from time to time.
Chief Financial Consultant
MyFinance
01.2015 - 06.2019
- Administering and supervising day-to-day accounting data entry of an average of 30 clients
- Production, analysis and interpretation of monthly, quarterly or annual financial reports and discussing way forward with all clients
- Preparations of budgets and analysis of variances and submitting recommendations to the clients and discuss way forward
- Formulation and implementation of working capital cycles for the clients to ensure that the accounts receivable and accounts payable stipulations are being adhered to
- Ensuring timely collection and deposit of government levies and taxes such as sales tax, withholding taxes and income taxes
- Preparation of financial feasibility reports for clients for due submission to regulatory agencies, including financial institutions
- Conducting inventory audit to 3 clients, identifying leakages and devising measures and recommendations to curtail leakages
- Tax treaty fiscal implication consultations for current and prospective international investors
- Provided successful internal audit services to 7 clients
- Providing training services on basic accounting practices and tax management.
Team Leader & Financial Management Specialist
MyFinance
08.2017 - 01.2019
- Project Name- World Bank- Strengthening Bhutanese Municipal Financial Management
- Role: Team Leader & Financial Management Specialist
Liquidator
MyFinance
12.2017 - 03.2018
- Project Name- Liquidation of Riwang Heavy Equipment and Services Private Limited
- Role: Liquidator
Team Leader/Chief Consultant
MyFinance
09.2015 - 12.2015
- Project Name: Preparation of Financial Manual for DHI-Infra Limited
- Role: Team Leader/Chief Consultant
Tax Administrator
Department of Revenue and Customs
01.2012 - 12.2014
- Plan, organize and conduct personal/business/corporate income tax audits
- Formulated a restructured organogram for the Tax Administration at the Regional Office
- Initiated a risk-based assessment program for adoption at the Regional Office
- Core member of the development and user acceptance testing of Revenue Administration and Auditing System (RAAS) and Revenue Administration Management Information System (RAMIS)
- Worked with a colleague from the Head Office on the Income Tax Amendment Bill, proposed for tabling in the summer session of the National Assembly, 2015
- Train individual field officials on assessment strategies and techniques
- Assist the Regional Director in drawing the annual work plans and programs
- Represent the Department of Revenue and Customs in national and international forum and media
- Conduct income tax assessments of corporate, business and personal tax returns.
Education
Master of Professional Accounting - Accounting and Finance
Edith Cowan University
Joondalup07.2021
Master of Business Administration - Finance and Administration
Gujarat University
Ahmedabad07.2010
Skills
- ASFA RG 146 Certified
- A member of Golden Key International Honours Society- A collegiate of high achieving academic performers
- Customer Service skills –currently working as a Member Service Consultant
- Proficient English – PTE Score of 83
- Xero acquainted- A project undertaken using Xero in part fulfillment of Accounting unit in MPA
- Acquainted in MYoB and Tally Accounting software through internship
- Comfortable using MS Office Suite
- Excellent team player
- Mature personality with highest levels of integrity and professionalism values
- Patience and composure
- Goal-oriented mindset
- Data entry proficiency
Workrights
Unlimited
Skillsassessment
CPA Australia ANZSCO 221111: DONE
Englishproficiency
PTE Score of 83
Driverlicense
YES
Currentvisa
Sub-Class 485
Crimecheckcertificate
YES
References
- Amelia Harm, Contact Center Manager (GESB), MUFG Retirement Solutions, Amelia.Harm@linkgroup.com, 0415 316 474, 08 9262 6726
- Emma Pilkington, Member Services Team Leader (GESB), MUFG Retirement Solutions, emma.pilkington@linkgroup.com, 0450 743 343, 08 9262 6724
Timeline
MEMBER SERVICE CONSULTANT
Retirement and Superannuation Solutions Division (GESB), MUFG (Former LINK Group)
11.2021 - Current
INTERNSHIP
SFR Advisory Group Pty Ltd
07.2020 - 10.2020
Liquidator
MyFinance
12.2017 - 03.2018
Team Leader & Financial Management Specialist
MyFinance
08.2017 - 01.2019
Team Leader/Chief Consultant
MyFinance
09.2015 - 12.2015
Chief Financial Consultant
MyFinance
01.2015 - 06.2019
Tax Administrator
Department of Revenue and Customs
01.2012 - 12.2014
Master of Professional Accounting - Accounting and Finance
Edith Cowan University
Master of Business Administration - Finance and Administration
Gujarat University
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