Summary
Overview
Work History
Education
Skills
Work Availability
LANGUAGES
Work Preference
Certification
Websites
Timeline
Languages
Certifications And Tools
Generic
Pooja James

Pooja James

Mumbai

Summary

Consultant with over 5 years of Australian work experience across banking, consulting, and finance roles, delivering process improvements and strategic outcomes. Known for driving efficiency gains of up to 25% and leading cross-functional teams, with a strong focus on compliance and stakeholder management. Currently seeking impactful consulting or analyst roles within the Indian market, with a preference for remote or hybrid opportunities.

Overview

5
5
years of professional experience
1
1
Certificate

Work History

Finance Administrator

Australian Venue Co
Melbourne
07.2024 - 01.2025
  • Automated financial close reporting across 215 entities using Microsoft NAV, increasing efficiency by 20%.
  • Streamlined $1M+ monthly workflows, ensuring audit readiness and compliance.
  • Investigated cash variance issues by liaising with venues, enabling timely corrections, and accurate system posting.
  • Prepared monthly journal entries and reconciled general ledger accounts.
  • Researched discrepancies between actual results, budget targets, and forecasts periodically.

Credit Assessment Officer

ANZ Bank
Melbourne
09.2022 - 06.2024
  • Evaluated over 100 home loan applications weekly, ensuring full APRA regulatory compliance.
  • Led system testing (UAT/BVT) for 5+ upgrades, minimizing processing errors by 20%, increasing efficiency.
  • Recognized with the Kudos Award (top 2% of the department) for mentorship and training.
  • Resolved 95%+ of escalated cases within SLA timelines, collaborating with business and IT teams for seamless operations.
  • Delivered compliance training programs, onboarding new analysts by guiding them through ongoing processes and best practices.
  • Analyzed and collated QC fail data, presented insights to the team, and provided corrective guidance to enhance accuracy and compliance.

Subsidy & Client Relations Specialist

The Extend Group
Melbourne
03.2021 - 09.2022
  • Managed financial operations for over 20,000 families, ensuring compliance with childcare subsidy policies using the in-house Looked After software.
  • Ensuring compliance with CCS guidelines.
  • Maintained accurate family records and government documentation, per regulatory requirements.
  • Enhanced transparency and trust by facilitating clear, strategic communication, and seamless collaboration between schools, teachers, and head-office teams.
  • Enhanced client satisfaction scores by 20% through proactive engagement.
  • Managed incoming inquiries from customers via phone, email, and other communication channels.

Founder & Head of Finance

Pellekare
Melbourne
04.2020 - 04.2022
  • Built foundational financial systems and documentation for a consumer skincare startup.
  • Oversaw procurement and vendor relationships, improving gross margin by 18% through renegotiated contracts.
  • Identified potential partnerships to expand the reach of the business.
  • Oversaw all aspects of operations including product development, marketing, sales, customer service and finance.

Office Manager

Dandenong Timber & Hardware
Melbourne
07.2020 - 02.2021
  • Improved accounts receivable/payable accuracy by implementing invoicing automation via QuickBooks.
  • Managed scheduling, payroll, inventory, and supplier communications across the business.
  • Provided training to new hires on office policies and procedures.
  • Provided administrative support to management team including preparing reports and presentations.

Education

Master’s in Banking and Finance -

Monash University
Melbourne, Australia

Bachelor of Commerce - Banking And Finance

Symbiosis College
Pune, India

Skills

  • Business transformation
  • Process improvement
  • Strategic planning
  • Stakeholder communication
  • Risk and compliance oversight
  • Financial analysis
  • Cross-functional collaboration
  • Financial reporting
  • Regulatory compliance
  • Client relationship management (CRM)
  • Communication skills
  • Mentorship and training
  • Change enablement
  • Business analysis

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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LANGUAGES

English
First Language
Hindi
Proficient (C2)
C2
Marathi
Upper Intermediate (B2)
B2

Work Preference

Work Type

Full Time

Work Location

RemoteHybrid

Important To Me

Work-life balanceCompany CultureFlexible work hoursHealthcare benefitsWork from home optionCareer advancement

Certification

Power BI Essential Training – LinkedIn Learning, issued Apr 2025

Project Management Foundations – Project Management Institute, issued Mar 2025

Agile Foundations – IIBA (International Institute of Business Analysis), issued Mar 2025

Timeline

Finance Administrator

Australian Venue Co
07.2024 - 01.2025

Credit Assessment Officer

ANZ Bank
09.2022 - 06.2024

Subsidy & Client Relations Specialist

The Extend Group
03.2021 - 09.2022

Office Manager

Dandenong Timber & Hardware
07.2020 - 02.2021

Founder & Head of Finance

Pellekare
04.2020 - 04.2022

Master’s in Banking and Finance -

Monash University

Bachelor of Commerce - Banking And Finance

Symbiosis College

Languages

  • English (Native)
  • Hindi (Native)
  • Marathi (Fluent)

Certifications And Tools

- Power BI Essential Training – LinkedIn Learning (Issued Apr 2025)

- Project Management Foundations – Project Management Institute (Issued Mar 2025)

- Agile Foundations – IIBA (International Institute of Business Analysis) (Issued Mar 2025)

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Pooja James