Julia Passey, M.Fin

Julia Passey, M.Fin Email and Phone Number

Program Coordinator | Adult Mental Health Services | Contract Management | Compliance Integration | Working Smarter not Harder
Julia Passey, M.Fin's Location
Sawtell, New South Wales, Australia, Australia
About Julia Passey, M.Fin

Strategic-minded leader possessing robust analytical and problem-solving skills, dedicated to propelling business success. Assumes complete ownership of strategic planning to discern and leverage opportunities for both growth and efficiency. Demonstrates a sharp proficiency in dissecting intricate data and crafting impactful solutions. Adept at aligning with forward-thinking inclusive organisations committed to achieving meaningful impact. Driven by passion, invigorated by success. Without passion, success cannot reach its fullest potential. NB. I am a dual citizen of USA & Australia.

Julia Passey, M.Fin's Current Company Details

Program Coordinator | Adult Mental Health Services | Contract Management | Compliance Integration | Working Smarter not Harder
Julia Passey, M.Fin Work Experience Details
  • Community Oosh Services
    Systems And Compliance Manager + Educational Leader
    Community Oosh Services Aug 2021 - Jul 2023
    Redundancy due to business restructureThis position encompassed below duties as well the duties described for previous role titles while at Community OOSH Services. • Collaborated with all employees inclusive of Directors and Managers to ensure adherence to organisational procedures and policies. • Ensured 5 centres with 45 staff and up to 650 children across the Mid-North Coast operated in accordance with the Child Safe Scheme from the Office of the Children’s Guardian NSW• Participated in meetings with regulators to discuss findings from regulatory compliance officers. • Monitored changes in applicable laws, regulations, and industry standards – Education and Early Childhood Services Act and Education and Care Services National Regulations.• Conducted regular risk assessments to identify potential area of non-compliance.• Maintained and updated compliance policies, procedures, and internal controls to ensure regulatory requirements were met. • Prepared detailed reports summarising findings from investigations into possible violations of company policy or law and developed corrective action plans when deficiencies were identified during audits or inspections. • Drafted training materials for staff members on relevant topics such as regulatory policy, educational learning frameworks, and programming implementation. • Provided technical and administrative assistance across the business. • Created and implemented updated forms and record keeping across 5 centres to increase business uniformity and efficiency. • Created and implemented quality programming and documentation in line with regulatory learning framework for 5 centres.
  • Community Oosh Services
    Project Manager & Assistant Coordinator
    Community Oosh Services Mar 2020 - Aug 2021
    • Ensured compliance with organisational policies and procedures regarding safety regulations. • Monitored inventory levels of educational supplies, office supplies and equipment to ensure adequate stock is always available. • Served as liaison between departments within the organisation to facilitate communication and collaboration. • Developed and implemented effective administrative procedures to streamline workflow processes. • Organised, developed, and delivered training seminars and meetings to staff using Microsoft Office Suite applications, Canva, and Kahoot!.• Reviewed existing processes and made recommendations for improvement based on best practices. • Oversaw, designed, and implemented programmed activities. • Supervised the development, implementation and evaluation of educational programs that meet the needs of up to 650 children by analysing internal and external stakeholder feedback. • Provided hand-on training for management and employees to engage with external stakeholders to collate surveys and interpret data to provide quality programming. • Developed program management and implementation of internal software across 5 centres.
  • Community Oosh Services
    Casual Educator
    Community Oosh Services May 2019 - Mar 2020
    Coffs Harbour, Australia
    • Modified teaching strategies based on individual children and young people learning styles and abilities to be in line with the national learning framework through encouraging creativity with hands-on projects and experiential learning activities. • Cooperated with other educators and co-ordinators to develop an effective learning program for all children and young people. • Demonstrated expertise in providing safe and nurturing learning environment for children and young people. • Assisted with the development of programming and activities to meet the needs of children and young people, while reinforcing educational learning outcomes and objectives. • Ensured compliance with company policy, national laws and regulations and safety standards. • Utilised positive reinforcement techniques to motivate students towards autonomy and emotional regulation. • Implemented disciplinary measures, when necessary, in accordance with company policy. • Integrated various forms of art into daily programming to increase children and young peoples’ engagement.
  • Instinet Incorporated
    Securities Lending & Settlements Associate
    Instinet Incorporated May 2017 - Mar 2019
    Sydney, Australia
    > Trade Settlement & Clearing for Australian Equity Markets> Daily Stock & Cash reconciliations > Fails monitoring & reporting> Monitoring & reporting buy-in obligations> Stock Loan mark to market processing> Arranging stock loans and returns > Stock loan collateral management > Review of corporate actions> Processing daily cash market margin calls> Daily utilization of CHESS / austraclear / exigo
  • Members Alliance
    Financial Services Intern
    Members Alliance Jul 2015 - Dec 2015
    Robina, Qld, Australia
    Actively learnt about financial wealth management and applicable current government regulations per insurance, superannuation, and taxation while liaising with FPA and Financial Planners. Due to quick learning and adoption of practices was welcomed to explore every-day role of Loans Processing Manager for property investments.> Analyse financial information obtained from clients to determine risk protection quotes. > Conduct research, compile data, and prepare insurance quotes for consideration for clients by liaising with the Financial Planning Administrator and Financial Planners. > Research and investigate to conduct product comparison analysis if a better investment opportunity exists.> Maintain client bases, keeping current client plans up-to-date and liaising with the Financial Planning Administrator. > Preparation of all documentation required for business lodgement in timely manner to increase efficiency and client satisfaction
  • Burrell Stockbroking & Superannuation
    Office Intern
    Burrell Stockbroking & Superannuation May 2015 - Aug 2015
    Brisbane, Qld, Australia
    > Rotate throughout front of house and back of house departmental activities to develop further understanding of stockbroking, superannuation, and financial planning procedures. > Actively learn about CHESS (Clearing House Electronic Subregister System) used by the ASX (Australian Securities Exchange) to record shareholdings and manage the settlement of share transactions.> Inform investment decisions by analysing financial information and statements to forecast business, industry, and economic decisions via company reports.> Interpret data on price, yield, stability, future investment-risk trends, economic influence, and other factors affecting investment. > Evaluate and compare the relative quality of various securities in each industry, more specifically the materials industry focusing on Iron Ore

Julia Passey, M.Fin Skills

Teamwork Microsoft Office Microsoft Word Time Management Microsoft Excel Powerpoint Fundraising Finance Communication Strategy Customer Service Management Organizing Listening To Customers Conflict Resolution Data Entry Real Estate Financial Modeling Leadership Event Planning Microsoft Powerpoint Social Media Superannuation Cultural Awareness Insurance Team Leadership Microsoft Project Microsoft Access Financial Analysis Strategic Planning Financial Services Research Investments Behavioral Finance Workplace Relations Negotiation

Julia Passey, M.Fin Education Details

Frequently Asked Questions about Julia Passey, M.Fin

What is Julia Passey, M.Fin's role at the current company?

Julia Passey, M.Fin's current role is Program Coordinator | Adult Mental Health Services | Contract Management | Compliance Integration | Working Smarter not Harder.

What schools did Julia Passey, M.Fin attend?

Julia Passey, M.Fin attended Monash University, Bond University, Tafe Nsw, Tafe Nsw, Northern Arizona University-The W. A. Franke College Of Business.

What skills is Julia Passey, M.Fin known for?

Julia Passey, M.Fin has skills like Teamwork, Microsoft Office, Microsoft Word, Time Management, Microsoft Excel, Powerpoint, Fundraising, Finance, Communication Strategy, Customer Service, Management, Organizing.

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