Shreya S Kotian

Wealth Management - Superannuation Tax Deduction:
• Processing personal superannuation contributions for tax deductions, ensuring
compliance with Australian tax rules.
• Assisting clients with preparing & lodging Notices of Intent within required deadlines.
• Integrating super contributions & deductions into tax returns with accurate reporting.
• Handling super fund inquiries on contribution eligibility & tax implications.
• Assisting with disputes & audits related to superannuation tax claims for accurate
resolutions.
• Processing Adviser Service Fee requests for third-party adviser services on behalf of
members.
• Managing super fund documentation and responded promptly to client queries on
deductions and offsets.
• Identifying and resolving discrepancies in contributions and deductions, liaising with
the ATO and super funds.

Accounts Payable & Channel Data Management
• Managed Accounts Payable and end-to-end order to cash processing.
• Performed post and pre-credit validations and handled payment-related credit checks.
• Processed vendor and partner payments for claims submitted through SPAR.
• Utilized tools such as AWS, Orion, MyPRS, OSS Sandy, GCW, and E2open for daily
operations.
• Delivered AP financial services, including quality checks for high-value postings and
credit/debit reconciliations.
• Ensured accurate payments in Oracle, prevented duplicates through root-cause
analysis, and managed email queries.
• Supported senior team members during high-volume periods and assisted in
onboarding new joiners.
• Managed team activities including planning, coaching, resolving functional issues, and
coordinating cross-team incident handling.
• Handled partner onboarding/offboarding, resolved tool access issues, ensured TAT
compliance, and trained partners on transaction reporting.