Sofiia Starchevska
Ryde,NSW
Summary
Leveraging an extensive background in Strategy & Service Management and qualifications as an Accountant to transition into the Finance Industry, aiming to apply financial acumen and strategic thinking to drive success. With 7 years of experience as a Project Manager in the finance sector, developed a strong foundation in leadership, regulatory compliance, communication, and analytical skills vital in the field of customer service. Experience in Strategy & Service Management has equipped with valuable skills in data analysis, problem-solving, and process optimization. Adept at identifying opportunities for cost reduction, revenue enhancement, and operational efficiency.
Overview
5
5
years of professional experience
Work History
Senior Lead of Operations & Service Management (Project Manager)
Vantage
01.2021 - Current
- Management of reporting and analysis on monthly, quarterly and yearly basis
- Minimizing budget through increasing effectiveness and efficiency of the team
- Entering invoices and processing reimbursement and cash adjustments
- Assist with preparation of teams annual projections and budgets
- Identify ways to streamline processes to maximize efficiency
- Leading and managing projects throughout the project life cycle
- Assist with internal system developments.
Compliance Officer
Vantage Markets
07.2020 - 01.2021
- Review and monitor all communication between clients
- AML CTF, Due Diligence and KYC experience
- Strong knowledge of ASIC regulatory
- Anti-Money Laundering Audit
- Approval and processing settlements, rebates and refunds
- Complains settlement (including charge backs).
Risk Analyst
Vantage Markets
11.2019 - 07.2020
- Review total exposure on a regular basis
- Risk management
- Understanding how to forecast and analyze current risks
- Analyze and report market volatility
- Deliver monthly reports floating PnL and closing balance to higher management
- Assisted in implementing a new internal automatic accounting system
- Assessing potential risks.
Trade Analyst
Vantage Markets
- 11.2019
- Assisting clients with trading inquiries regarding their trade execution
- Checking orders and journals using MT4 and MT5 managers
- Monitor financial news and conduct market analysis (tracking currency pairs, commodities, and other financial instruments)
- Technical support on using platforms, indicators and expert advisors
- Assist traders with providing templates during busy or high-volume trading.
Sales & Account manager
Vantage Markets
08.2017
- Cold calling
- Independent search for clients through social media
- Account Managing
- Arranging affiliate programs and closing deals
- Resolved discrepancies with existing accounts.
Education
Bachelor of Science - Applied Finance And Accounting
Macquarie University
Sydney, NSW07.2017
Skills
- Proficient Microsoft Excel
- Effective leadership skills
- Decision Making
- Strong numerical and analytical skills
- Self-motivated and result-driven
- Pro-active approach
- Hard working and resilient
- MS Office Suite
- Strategic Planning
- Export compliance
- Risk Management
- Competitor Analysis
Languages
English
Russian
Ukrainian
Spanish (Intermediate)
Personal Achievements And Interests
- Was involved in Sustainability program
- Done volunteering job in Brazil sharing commerce knowledge with local teenagers and community
- Share strong understanding of environmental and social issues
Visa
Unlimited Working Rights
Educational Training
- Macquarie University, Bachelor of Applied Finance (major in Accounting), 06/2014, 08/2017, 3.850
- Kaplan Professional, RG 146, 2017, ASIC's Regulatory Guide 146 for Licensing: Training of financial product advisers
- AML/CTF Training, Annual
References
Trevor Howard, Colleague, 0449852048
Timeline
Senior Lead of Operations & Service Management (Project Manager)
Vantage
01.2021 - Current
Compliance Officer
Vantage Markets
07.2020 - 01.2021
Risk Analyst
Vantage Markets
11.2019 - 07.2020
Sales & Account manager
Vantage Markets
08.2017
Trade Analyst
Vantage Markets
- 11.2019
Bachelor of Science - Applied Finance And Accounting
Macquarie University
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