Itzak Mannan

I’m a finance and client service professional with over 5 years of experience in Australian financial planning and accounts receivable. I focus on client relationship management, financial accuracy, and process efficiency while delivering consistent results in fast-paced, multicultural environments.

As an Associate Lead at Planlogic, I conduct reviews and training sessions for 5+ team members, improving productivity and reducing errors by 15–20%. I streamline processes to increase team efficiency by 20–30%, maintain 85–95% accuracy in deliverables, and support revenue growth through faster, higher-quality execution.

Previously, as a Senior Client Service Officer and Client Service Officer, I managed high-volume client interactions for a major practice and prepared performance and review reports for 150+ clients. I also worked across Xplan and Wealth Central to keep records accurate, and in earlier AR-focused roles I improved cash flow, reduced aged receivables by 30+ days, and strengthened on-time collections to 90–95% through proactive follow-ups.