Priya Sharma

Priya Sharma Email and Phone Number

Senior Client Service and Operations Manager @ Rawlings Bolton
Brisbane City, QLD, AU
Priya Sharma's Location
Greater Brisbane Area, Australia
Priya Sharma's Contact Details

Priya Sharma work email

Priya Sharma personal email

n/a
About Priya Sharma

A finance professional with over 23 years experience in the areas of fund accounting and administration (including unit registry), financial reporting, trustee operations and external audit. Respected by colleagues as a practical problem solver with a can-do approach. One of my key strengths is the ability to relate to people through empathy and respect. I thrive in a collaborative and vibrant team environment. I have a passion for mentoring staff and constantly looking at ways to improve systems and processes. I bring a fresh outlook to fund administration and operations and am always keen to take on new challenges.

Priya Sharma's Current Company Details
Rawlings Bolton

Rawlings Bolton

View
Senior Client Service and Operations Manager
Brisbane City, QLD, AU
Website:
rbco.au
Employees:
6
Priya Sharma Work Experience Details
  • Rawlings Bolton
    Senior Client Service And Operations Manager
    Rawlings Bolton
    Brisbane City, Qld, Au
  • Rawlings Bolton
    Senior Client Service & Operations Manager
    Rawlings Bolton Dec 2022 - Present
    Brisbane, Queensland, Australia
  • Bentleys Queensland
    Fund Operations Manager
    Bentleys Queensland Jun 2021 - Dec 2022
    Brisbane, Queensland, Australia
  • Msc Group
    General Manager-Msc Abacus
    Msc Group Jun 2019 - Apr 2021
    Head of the outsourced administration and unit registry division of MSC Group (Brisbane based role). This division provides tailored outsourcing accounting and administration solutions to fund managers across Australia. I was responsible for scoping, onboarding and management of all BAU deliverables for this business unit. I also worked on business development by attending initial meetings with clients to understand service scope and prepare proposals. I worked with the internal finance team to ensure internal budgets, invoicing etc, was completed for board reporting. This was a hands on role involving setting up a new business unit along with building a new accounting and registry team.
  • Argyle Capital Partners Pty Ltd
    Finance Manager-Real Assets Division
    Argyle Capital Partners Pty Ltd Nov 2016 - May 2019
    Brisbane, Australia
    Responsible for assisting fund managers with the establishment and financial reporting of institutional funds and mandates in the water and agriculture sector. Core areas involved fund accounting, managing external audits, corporate accounting for manager entities along with maintaining unit registers and investor reporting. I was responsible for managing a small finance team. Also responsible for various software and system oriented projects as well as AFSL license financial compliance for trustee entity.Assisting the corporate finance team with budgeting, cashflow forecasting and monitoring.
  • Tmf Group
    Assistant Manager
    Tmf Group May 2016 - Oct 2016
    Sydney, Australia
    Responsible for corporate accounting of international companies including monthly and quarterly management accounts. Ensuring compliance around GST and income tax returns. I left this role to relocate to Brisbane.
  • Sandon Capital
    Finance Manager
    Sandon Capital May 2015 - Apr 2016
    Sydney, Australia
    Part time role, responsible for financial reporting, managing external audit and tax compliance for 2 listed investment entities. Key achievement was the implementation of new accounting software.
  • White Outsourcing Pty Ltd (Link Fund Solutions)
    Account Manager
    White Outsourcing Pty Ltd (Link Fund Solutions) Jan 2004 - May 2015
    Sydney, Australia
    Managed a portfolio of boutique investment funds and listed investment companies. I was responsible for setting up new funds and administering both the financial reporting as well as unit registry functions. Key part of the role was reviewing unit prices, distribution calculations, rebate calculations, GST returns and statutory financial statements. I also reviewed investor applications and redemptions. As part of the operations of funds, I also reviewed and approved payments.Additionally I was responsible for the internal corporate accounts for Whiteoutsourcing, ensuring invoicing to clients was completed on a timely basis. I was also involved in drafting budgets and cashflows for this entity.As part of my role, I also completed financial compliance reporting in relation to the company's AFSL license.I managed a team of accountants completing performance reviews and assisted management with recruitment, onboarding and training new staff.
  • Career Break
    Career Break
    Career Break Mar 2008 - Jun 2009
    Maternity Leave
  • Moore Stephens Sydney Pty Ltd
    Audit Senior
    Moore Stephens Sydney Pty Ltd Aug 2000 - Dec 2003
    Sydney, Australia
    Responsible for external audits of SME's mainly in the financial services and not for profit sector. In charge of managing junior auditors and completing field work file preparation for Manager review. Preparation of statutory financial reports, cashflows and consolidations.
  • Pwc
    Audit Senior
    Pwc Feb 1998 - Jun 2000
    Fiji
    Completing audit field work for companies mainly in the hospitality sector such as hotels and resorts. Completing stocktakes and compiling fieldwork file for Manager review. Drafting financial statements.

Priya Sharma Skills

Fund Accounting Investor Reporting Financial Reporting External Audit Recruiting

Priya Sharma Education Details

Frequently Asked Questions about Priya Sharma

What company does Priya Sharma work for?

Priya Sharma works for Rawlings Bolton

What is Priya Sharma's role at the current company?

Priya Sharma's current role is Senior Client Service and Operations Manager.

What is Priya Sharma's email address?

Priya Sharma's email address is ps****@****c.group

What schools did Priya Sharma attend?

Priya Sharma attended Chartered Accountants Australia And New Zealand, Massey University.

What skills is Priya Sharma known for?

Priya Sharma has skills like Fund Accounting, Investor Reporting, Financial Reporting, External Audit, Recruiting.

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