Mayank Sood Cpa Email & Phone Number

Perth, Western Australia, Australia

Australia

•Reviewing simple to highly complex customer files•Determining appropriateness of financial advice provided•Investigating client complaints•Collaborating with Subject Matter Experts and Peer Reviewers to assess customer files•Contacting customers to obtain further information which will allow you to assess appropriately•Working alongside support teams for compensations and ensure positive customer outcomes

Sydney, Australia

•Worked on the major projects for Transport for NSW including Sydney light rail opening, New Year's metro lines, T6 line closure, Sydenham to Bankstown closure, etc.• Responsible for providing accurate and timely information to the customers regarding the changes in transport to avoid any sort of confusion.• Acting as a team leader on several occasions and responsible for managing staff,ensuring all the team members are in position at rostered times and allocating them breaks… Show more •Worked on the major projects for Transport for NSW including Sydney light rail opening, New Year's metro lines, T6 line closure, Sydenham to Bankstown closure, etc.• Responsible for providing accurate and timely information to the customers regarding the changes in transport to avoid any sort of confusion.• Acting as a team leader on several occasions and responsible for managing staff,ensuring all the team members are in position at rostered times and allocating them breaks accordingly.• Providing a detailed report to the supervisors of all the feedback received from the customers to improve the travel experience for customers.•Staying up to date on all the information on Trello and collaboratively working within a team environment to ensure all the team members achieve the team objectives. Show less

Sydney, Australia

• Responsible for generating financial advice agreements for client appointments and the creation of tasks on CRM.• Develop, coordinate and implement solutions to analyze data according to the business process specifications to support all end-users and stakeholders which include cross-functional business teams, external organizations such as ASIC, UAT developers, and Qlik data scientists.• Validating the client responses uploaded by the network on CRM.• Interacting and working with… Show more • Responsible for generating financial advice agreements for client appointments and the creation of tasks on CRM.• Develop, coordinate and implement solutions to analyze data according to the business process specifications to support all end-users and stakeholders which include cross-functional business teams, external organizations such as ASIC, UAT developers, and Qlik data scientists.• Validating the client responses uploaded by the network on CRM.• Interacting and working with Client Service Officers and Financial Planners for various tasks.• Updating CRM and generating and sending the client correspondence.• Processing refunds for clients opting out of advisory services. Show less

Sydney, New South Wales, Australia

•Developed and updated databases and spreadsheets to track, analyze and report on performance and sales data•Oversaw daily purchases and managed supply inventories.• Tracked and recorded expenses and documented records using LightSpeed and QuickBooks• Introduced syncing of website and internal database using LightSpeed and WordPress which improved website traffic and overall sales.• Assisted the principal in redesigning the website to improve the visibility of products and… Show more •Developed and updated databases and spreadsheets to track, analyze and report on performance and sales data•Oversaw daily purchases and managed supply inventories.• Tracked and recorded expenses and documented records using LightSpeed and QuickBooks• Introduced syncing of website and internal database using LightSpeed and WordPress which improved website traffic and overall sales.• Assisted the principal in redesigning the website to improve the visibility of products and increase sales. Show less

Sydney

I am a part of the EWG Academy Dream Team. I have earned a four-star rating which is based on Punctuality, Presentation, Task Completion, and Initiative. I have completed shift specific training modules to further my knowledge and have worked as a shift leader at some of Australia’s biggest and best events in the sport and entertainment industries!

Sydney, Australia

•Worked as event staff for major corporate events including JP Morgan corporate challenge, Oktober fest, Bloody long walk, Good food& wine festival, etc.• Performed different roles including ticketing staff, Course Marshall, Hospitality staff, operations staff, Activation staff, etc.• Work included keeping the event safe for participants, coordinating with team members and supervisors, serving customers.• Check to see if appropriate policies are being followed ( i.e. correct food… Show more •Worked as event staff for major corporate events including JP Morgan corporate challenge, Oktober fest, Bloody long walk, Good food& wine festival, etc.• Performed different roles including ticketing staff, Course Marshall, Hospitality staff, operations staff, Activation staff, etc.• Work included keeping the event safe for participants, coordinating with team members and supervisors, serving customers.• Check to see if appropriate policies are being followed ( i.e. correct food and non-alcoholic rations, checking of identification, etc)• Attend training and Event Staff meetings as required.• Assist in other duties as assigned. Show less

Sydney, Australia

The CPA Australia Student Ambassador Program is designed to empower students and create leadership opportunities.As part of this role, I was responsible for the following:• Promote the CPA Australia global student network.• Act as a liaison between CPA Australia and university students.• Assist at CPA Australia events and lecture presentations on-campus and externally. • Distribute promotional material and promote on-campus events for students. •Engage with… Show more The CPA Australia Student Ambassador Program is designed to empower students and create leadership opportunities.As part of this role, I was responsible for the following:• Promote the CPA Australia global student network.• Act as a liaison between CPA Australia and university students.• Assist at CPA Australia events and lecture presentations on-campus and externally. • Distribute promotional material and promote on-campus events for students. •Engage with students, academics, and professionals to promote careers in accounting, finance, and business within these peer networks. Show less

Sydney, Australia

•Responsible for conducting research on recent tax and business topics and writing short articles and then posting them to the company's website.•Conducted a thorough research on doing business in Australia and prepared a Business guide for investors willing to invest in Australian Market.•Assisted in resolving tax matters by researching tax legislation and referring to relevant guidelines on ATO portal.•Performed admin duties and other ad-hoc tasks as directed by the principal.

Chandigarh Area, India

•Worked as a trainee on the project report” Investor preference for investment” with special reference to mutual funds.•Performed research and analysis to recommend investment solutions according to the company’s investment policy.•Coordinated with the research team to identify investment options for individuals.•Established project control procedures such as project forecasts and cash flow projections.

Cpa, Accounting

Successfully completed all 6 CPA subjects including- • Ethics and Governance. • Financial Reporting. ,• Strategic management accounting..

Masters Of Accounting In Cpa Program, Accounting

Activities and Societies: •Member of accounting students association •Member of UNIT (finance society)

Bachelors Of Commerce Hons, Accounting And Finance

Activities and Societies: Active member of environment society and drug de-addiction society

Business/Commerce, General