Schubert Gomes Email & Phone Number

Sydney, Nsw, Au

Responsibilities:• Lead product management for key services provided by ASX Issuer Services, overseeing day-to-day operations, revenue, cost management, and business ownership.• Drive the enhancement and growth strategy for products by collaborating with internal stakeholders, vendors, and customers, ensuring alignment with regulatory and compliance requirements.• Manage and support major projects and service releases, focusing on technology innovation and operational excellence.• Build and maintain strong relationships with key customers, including issuers and participants, to design service improvements, develop new products, and increase efficiency and profitability.• Provide strategic support to the business head, including preparing reports, analyzing market activity impacting revenue, and responding to customer queries.• Facilitate business-as-usual (BAU) activities, ensuring seamless team operations and continuous service delivery.• Demonstrate expertise in financial services and capital markets, with a focus on effectively managing fees, income drivers, and associated costs.• Regularly present to external audiences, including senior executives, to communicate product developments, service enhancements, and strategic initiatives.

Sydney, Nsw, Au

OverviewMUFG Pension & Market Services (formerly Link Group) is a market-leading provider of scaled, technology-enabled business services, with over 7,000 employees working in 17 countries across the globe. I provided strategic direction and operational management across both capital management and payment activities, overseeing a team of 50+ staff in Australia and 15+ staff in the Global Hub (India).Responsibilities• Managed business development and client relationships, including the acquisition of new clients through Initial Public Offerings (IPOs) and new client migrations from their in-house management or other service providers.• Developed strategic relationships within key accounts associated with the execution of corporate action transactions.• Maintained tactical relations with Corporate Advisers, Lawyers, Investment Banks, and Brokers involved in corporate action transactions.• Implemented plans to ensure the development, growth, and introduction of new initiatives and services.• Achieved annual business plan financial targets (revenue and operating costs).• Developed high-performing and accountable teams with a core focus on client service delivery, operational risk management, and product and service knowledge.Achievements• Oversaw 3,000+ payment and capital market corporate actions annually for 300+ Link Group clients, consistently exceeding EBITA targets each year. Reduced project timeframes so clients' investors could receive their payments and stock ahead of SLAs.• Managed 4 divisions (Treasury Payments, Bank Reconciliations, Capital Markets, and Process Improvement) for the Link Group registry business, achieving economies of scale by cross-skilling staff across divisions and reducing overheads.• Led process improvements for the Link Group registry business, including the development of a fully automated foreign exchange product offering for all payments processed by Link Group.

Sydney, Nsw, Au

OverviewManaged the treasury team responsible for the calculation and payment or reinvestment of dividends and distributions for 350+ issuers listed on the Australian Stock Exchange (ASX). Additionally, managed bank reconciliations, undertook tax reporting, and controlled unclaimed monies.Responsibilities• Provided technical and management leadership by ensuring that each client project was effectively delivered, professionally and thoroughly planned, accurately completed on time, and managed within budget.• Assisted business development in growing the business across product lines. Established and nurtured strategic partnerships with top 20 clients, leading to a 20% increase in business from them within the first year.• Monitored and drove staff utilization, ensuring targets set for staff levels were met and workforce usage was maximized.• Was accountable for minimizing operational risk incidents and ensuring adherence to a strong risk controls framework within the business unit.• Liaised with the Finance Business Partner to ensure accurate forecasting and budgeting were maintained throughout the year and provided regular reporting to the CEO/COO.Achievements• Managed the successful transition of treasury payments operations, bank reconciliations, and the unclaimed monies function to the global hub, resulting in significant cost savings.• Accountable for the team delivering over 1,500 payment corporate actions annually and submitting 1,000+ payment tax reports to the ATO.• Exceeded revenue targets per financial year for the treasury payments division.

Sydney, Nsw, Au

OverviewManaged an overall team of 35 staff across NSW, VIC, and QLD responsible for payments and tax projects for 350+ issuers managed by Link Group.Responsibilities• Built long-term partnerships and provided unparalleled services to clients, ensuring that client needs were met by delivering coordinated project solutions offered by Link Group.• Ensured compliance with relevant legislation and regulations, including Corporations Law, ASX Listing Rules, ATO guidelines, SCH Business Rules, and Link Group procedures.• Conducted project reviews upon completion, including procedural documentation and risk management controls, ensuring that precedent documentation was improved to reflect changes in client needs and business operating processes.• Prepared and maintained project budgets, analyzed financial information, and prepared/presented concise periodic management reports.• Developed and maintained detailed knowledge of the securities and related industries through formal and self-education, identifying formal and informal training requirements for staff.Ensured staff were clear on their duties, responsibilities, Link Group policies, and individual and team goals.• Provided regular feedback to direct reports on performance using KPIs and goal reviews.• Coordinated resource/workflow management, dispute resolution, resource allocation, and effective delegation of project tasks.Achievements• Managed dividends for 300+ issuers listed on the Australian Stock Exchange.• Managed payments and tax for dividends, distributions, interest, government fixed interest, managed funds, and exchange-traded products, with zero self-insured claims during this period.• Digitalized project documents, enabling easier access to documents online from anywhere.• Achieved growth across all clients by providing value-added services.

Sydney, Nsw, Au

OverviewThe role was responsible for the management of the Treasury Payments function in NSW where I managed a project team of 25 staff that were responsible for dividend, distribution, fixed interest, managed funds, periodic and exit statements, tax statements and reporting to the ATO.During this time, I introduced significant automation and transitioned from being 100% paper based to going completely digital. These efficiencies resulted in reduction in redeployment of resources to optimise

Sydney, Nsw, Au

Overview and ResponsibilitiesManaged employee share plans for listed and unlisted global companies, including Plan Design, Review, Retention and Reward, employee plan administration, and legal and regulatory advice.Project managed and oversaw Equity Plan Solutions work to ensure proposed outcomes were achieved. Acted as the first point of contact for employee plan matters for a portfolio of clients, maximizing business opportunities while building client relationships to retain and grow the business. Managed internal stakeholders and coordinated the delivery of services.Achievements• Managed major accounts like Westpac, Coca-Cola, CBA, SAI Global, and Tabcorp, consistently exceeding revenue targets for the portfolio of clients by 25% each year.• Project managed the transformation of employee offers from being paper-based to electronic issuances (emails) over a 6-month project, resulting in a 100% uptake for the broad-based employee share plans for Westpac.• Project managed the ESS ATO reporting annual project for 3 consecutive years for Link Group, ensuring that data was provided to the ATO and available on the ATO portal (MyGov) ahead of the deadline.• Contributed subject matter expertise for the development of the new Link Group Employee Investor Centre (website).

Sydney, Nsw, Au

OverviewPayment projects included running corporate actions for dividend, trust distribution, interest, and redemption payments. They also frequently included reinvestment plans, employee plans, foreign currency payments, compliance with taxation requirements for Australian residents and non-residents, as well as managing interactions between registers on the ASX and the NZX.Engaged clients, various internal business units, as well as third parties (e.g., ASX, banks, brokers, mailing houses, and printers) to ensure the successful completion of projects within the agreed timeframe and budget. Prepared thorough project management documentation, including payment checklists, risk management strategies, assignment of roles and responsibilities statements, and internal/external supplier contracts and service level agreements.

Masters Of Professional Accounting (Mpa)

Master Of Business Administration (Mba), Finance, General

Post Graduate Diploma In Project Management (Pgdpm)

Bachelor Of Business Administration (Bba), Finance & Human Resources