Consultant – Freelancer - Self-employed
(2024-03)
As a Freelance Real Estate Consultant, I provide strategic advisory services to residential and commercial clients by identifying investment opportunities, conducting market and financial analysis, performing property due diligence, and managing end-to-end property transactions.
- Conduct property due diligence, market research, financial feasibility analysis, and comparative market assessments to evaluate investment potential and mitigate transaction risks
- Provide strategic real estate consulting services to residential and commercial clients by identifying investment opportunities, analyzing market trends, and recommending properties aligned with client objectives
- Build and manage a portfolio of 50+ clients, generating repeat business and referrals that contribute to property transactions valued at approximately ₹12 Crore
Client Solutions Manager - Finance for Wealth - Sydney, Australia
(2023-07 - 2024-02)
Gain Home Loans is a real estate firm based in Sydney Australia specialising in tailored home loan solutions, real estate advisory, financial planning solutions and a law firm.
- Managed lending portfolios by conducting annual reviews, refinancing assessments and financial analysis to improve customer outcomes
- Partnered with stakeholders to gather business requirements and improve operational reporting through automated Slack-based reporting workflows
- Conducted assessments of loan applications, including financial analysis and risk evaluation (Credit reports) and mentored the offshore team
- Established and led the SMSF desk, driving $5 million in business growth during the first three months and contributing to rapid revenue expansion
- Mapped and optimized business processes, reducing turnaround times by 25% and increasing operational efficiency
Investment and Compliance Manager - Peter Vickers Business Group - Sydney, Australia
(2022-11 - 2023-06)
Peter Vickers Business Group offers comprehensive financial services, including accounting, financial planning, and investment advisory across Australia and overseas.
- Assisted in managing portfolios totaling 200 million in AUM, maintaining compliance with client risk profiles and investment objectives
- Ensured adherence to ASIC, AFSL, AML/CTF, Privacy Act, and responsible lending obligations, whilst rebalancing the portfolio
- Prepared lodgments such as (ITR, BAS, IAS) with Australian Taxation Office, Australian Prudential regulatory Authority, and Australian Securities and Investment Commission (ASIC)
- Identified and implemented business process improvements that reduced administrative effort by 20%, enabling the team to focus on revenue-generating activities and exceed annual acquisition targets by 25%
Operations Manager - Aven you Finance Solutions - Sydney, Australia
(2022-01 - 2022-10)
Aven you Australia provides expert financial advisory services, specialising in personalized home loans, refinancing, and accounting and tax advisory.
- Assessed clients' financial position, borrowing capacity, and lending eligibility to recommend suitable mortgage solutions across multiple lenders while balancing client needs and credit policies
- Streamlined loan processing activities by maintaining regulatory compliance with NCCP and responsible lending obligations, performing due diligence, mitigating operational risks, and driving timely settlement outcomes
- Spearheaded efforts to strengthen residential portfolio in conjunction with CEO and helped improved the bottom line by 15%
- Reduced loan processing times by 20% through workflow and documentation improvements
Risk Consultant - KPMG - Sydney, Australia
(2020-08 - 2021-09)
KPMG is Global leader in audit, tax, and advisory services. The firm operates in 143+ countries. I was engaged on an assignment for a big 4 bank in Australia, where my work entailed identifying, mitigating and monitoring risk that affects operations, finances and compliance.
- Conducted and evaluated the effectiveness of internal controls and governance processes and collaborated with business units to implement remediation plans
- Prepared risk reports and present findings to management and stakeholders and supported regulatory compliance and audit activities
- Developed and implemented risk management frameworks, policies, and controls and monitored key risk indicators (KRIs) and emerging risks
- Worked with cross functional stakeholders to streamline business processes, improving operational efficiency by 15%
- Supported SOX, internal audit, and governance engagements for clients with combined revenues exceeding $500M
Junior Accountant - ASRA Consulting - Sydney
(2018-02 - 2019-07)
- Prepared and analysed financial statements, including balance sheets, income statements, and cash flow statements, to provide insights into the company's financial health
- Developed budgets, monitor expenditures, and assist in forecasting future financial performance
- Performed bank reconciliations on weekly basis to support working capital requirements for a FMCG client
- Delivered accurate and timely financial insights through detailed analysis of financial data, contributing to improved operational and financial performance
Business Development Associate - Spring Air Bedding - Pune, India
(2014-07 - 2016-06)
- Developed and implemented growth strategies using market research
- Responsible for strengthening the B2B portfolio and generating leads for the export market
- Forecasted requirements, co-prepared annual budgets, analyzed variances, and initiated corrective actions on monthly basis
- Mentored and led a team of four people, training them to provide outstanding customer service and support
- Increased revenue by 35% through new leads for domestic and overseas market – surpassing quarterly sales target by 38%
- Conducted market research which led to several recommendations for new product lines. This included a market niche to expand the business through B2B portfolio which increased annual sales by 27%
