Sarah Kapoor
Melbourne,VIC
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
11
11
years of professional experience
Work History
Treasury Accountant
Moula Money Pty Ltd
07.2022 - Current
- Enhanced treasury operations efficiency by streamlining processes and implementing best practices.
- Reduced financial risk exposure through diligent monitoring of cash positions and daily reconciliation activities.
- Optimized liquidity management with proactive identification of funding needs and timely execution of transactions.
- Increased operational efficiency by automating routine tasks, reducing manual intervention in daily operations.
- Ensured accurate accounting for treasury transactions, collaborating closely with the finance team to resolve discrepancies.
- Contributed to successful audit outcomes by providing timely information and clear documentation of treasury activities.
- Participated in corporate initiatives aimed at enhancing working capital management and optimizing overall company performance.
- Developed comprehensive reporting packages for senior management, highlighting key performance indicators and trends in treasury operations.
- Maintained strong relationships with external stakeholders such as auditors and regulators, ensuring transparency and compliance in all treasury activities.
- Handled cash flow, debit and interest schedules and bank accounts.
Lending Operations Lead
Moula Money Pty Ltd
03.2021 - 06.2022
- Streamlined operations by implementing efficient processes and optimizing workflows.
- Reduced operational costs through continuous improvement initiatives and cost-saving measures.
- Enhanced team productivity by providing ongoing training and development opportunities.
- Managed daily operations, ensuring timely delivery of high-quality products and services to clients.
- Processed weekly broker commissions and monthly VBIs to aggregators.
- Ensured timely allocation of customer payments their accounts
- Performed daily banking and loans disbursement reconciliation
- Collaborated with cross-functional teams to achieve company-wide objectives and drive operational excellence.
- Fostered a positive work environment by promoting open communication, teamwork, and employee engagement.
- Conducted regular performance assessments, providing constructive feedback and identifying areas for growth and development among team members.
- Assisted in creating company values and goals and received recognition for the same.
Operations and Customer Support Officer
Angle Finance
07.2019 - 02.2021
- Enhanced customer satisfaction by addressing and resolving complex inquiries in a timely manner.
- Streamlined the support process by implementing new ticketing systems for efficient case management.
- Identified process bottleneck and areas of opportunities ad worked on continuous process improvement.
- Collaborated effectively with other departments to handle escalated customer issues, resulting in swift resolutions.
- Assisted customers/brokers and partners with account setup, ensuring seamless onboarding experiences for new clients.
- Completed broker accreditations within SLA
- Calculated payout quotes and manually prepared account statements to share with the customers upon request.
- Assisted in preparing the payout quote calculator to cater for covid-19 scenarios and trained junior employees.
- Maintained comprehensive knowledge of product offerings, enabling effective troubleshooting and problem-solving capabilities.
- Contributed to formation of company values and purpose.
Business Analyst
American Express
07.2015 - 02.2017
- Collaborated with different teams to work on process improvement projects.
- Managed projects via meetings, conference calls to identify and resolve client issues timeously.
- Collaborated with stakeholders to design and analyse practical solutions.
- Identified bottlenecks in processes and implemented new and improved procedures and policies to ease friction and improve efficiency.
- Reduced organizational operating costs by streamlining processes.
- Optimized management roles at all levels, facilitated communication and adjusted the culture to be more transparent and productive.
- Enhanced reporting by using pivot tables and pivot charts.
Senior Disputes Analyst
American Express
08.2013 - 06.2015
- Research credit card disputes and build dispute cases to recover funds for merchants using proprietary software.
- Validate appropriate data from internal and third-party systems and ensure appropriate course of action is being pursued.
- Supervised, planned and provided support to different teams on customer service improvement project.
- Negotiated settlements and agreements between parties by providing mutual support and driving resolutions.
- Kept team on track by assigning and supervising their activities and giving constructive feedback.
- Motivated and encouraged team members to communicate more openly and constructively with each other.
- Demonstrated leadership by making improvements to work processes and helping to train others.
Education
MBA - Accounting And Finance
Holmes Institute
Melbourne, VIC06.2022
BBA - Accounting And Finance
University of Delhi
New Delhi, India06.2013
Skills
- Cash Management
- Liquidity
- Accounts Receivable
- Treasury Management
- Accounts Payable
- Bank Reconciliation
- Audit Preparation
- Internal Controls
- Risk Management
- Account Reconciliation
- Forecasting
- Cash Flow Analysis
- Report Preparation
- Problem Solving
Timeline
Treasury Accountant
Moula Money Pty Ltd
07.2022 - Current
Lending Operations Lead
Moula Money Pty Ltd
03.2021 - 06.2022
Operations and Customer Support Officer
Angle Finance
07.2019 - 02.2021
Business Analyst
American Express
07.2015 - 02.2017
Senior Disputes Analyst
American Express
08.2013 - 06.2015
MBA - Accounting And Finance
Holmes Institute
BBA - Accounting And Finance
University of Delhi
Similar Profiles
Peter WolfendenPeter Wolfenden
Operations Manager at Kids Money App PTY LTDOperations Manager at Kids Money App PTY LTD
ATHUL S ANANDATHUL S ANAND
Freelance Mechanical engineer ( own visa ) at Bab Moula for project Management services Co.Freelance Mechanical engineer ( own visa ) at Bab Moula for project Management services Co.
Sanjhi TelangSanjhi Telang
Inside Sales Associate at MoulaInside Sales Associate at Moula
Chase WallisChase Wallis
Customer Service/Sales Administrator at Emerson CoachingCustomer Service/Sales Administrator at Emerson Coaching
Ngoc Huy DuongNgoc Huy Duong
Focus Bear — AI Evaluation & Prototyping Intern at Focus BearFocus Bear — AI Evaluation & Prototyping Intern at Focus Bear