Executive Assistant To The CEO, Project Manager

I maintained clear and effective communication with clients to address billing inquiries and resolve discrepancies, ensuring customer satisfaction. My proactive follow-up strategies significantly improved on-time payments and reduced outstanding balances. Utilizing accounting software, I maintained accurate records and produced AR reports that supported management’s financial planning and cash flow analysis. My attention to detail and organizational skills contributed to streamlining processes and enhancing the overall efficiency of the AR department.

In my role as Senior Quotes and Sales Coordinator, I provided comprehensive customer sales support by preparing detailed quotes, coordinating with logistics teams to track shipments, and responding to customer inquiries promptly. I used tools such as HubSpot and Zoho CRM to manage client interactions, follow-ups, and data entry, ensuring a seamless and positive customer experience. Additionally, I collaborated with internal teams to resolve any issues, which strengthened client relationships and improved overall customer satisfaction.

I have been working at a New Zealand-based freight company for almost 5 years, starting as a driver’s assistant and progressing to an admin assistant and then a sales coordinator

I've been a payroll assistant at an Australia-based scaffolding company, where my role involved invoicing for internal and external customers, preparing purchase orders, and collaborating with teams. I also assisted in generating financial documents for monthly reporting.

In my previous role, I gained extensive experience in providing email customer support to a diverse range of clients. My responsibilities included responding to inquiries related to shipment tracking, quotes, and logistical details, ensuring each message was addressed promptly and accurately. I utilized my strong written communication skills to deliver clear and professional responses, which helped build client confidence and maintain high service standards. My attention to detail and proactive approach allowed me to resolve issues efficiently, contributing to a 15% reduction in average response time and enhancing overall customer satisfaction. This experience honed my problem-solving abilities and reinforced the importance of maintaining reliable and transparent communication.

I used Xero in my previous job for invoicing one-off clients and reconciling payments.

During my time as a Payroll Assistant at Synergy Access and Scaffolds, I utilized QuickBooks to manage payroll tasks, including processing employee pay, setting up direct deposits, and ensuring compliance with tax regulations. I also issued purchase orders for procurement, tracking them to maintain accurate inventory levels and vendor communications. Additionally, I used QuickBooks to create and manage invoices, ensuring that billing was accurate and timely, which contributed to improved cash flow and streamlined financial operations.

Before I left my previous role, I had an introductory experience with HubSpot CRM. During this time, I familiarized myself with its basic functions, including managing contacts, tracking customer interactions, and navigating its user-friendly dashboard for efficient workflow management.

I have extensive experience using Asana as a project management tool to coordinate and manage tasks. In my previous role, I leveraged Asana to assign tasks, set deadlines, and monitor progress across multiple logistics projects. I created project boards for task tracking, used subtasks and comments to facilitate seamless communication, and organized recurring tasks to manage routine operations efficiently. Asana’s notification system helped me ensure all team members were aware of their responsibilities, keeping projects on track and improving team productivity. This proactive approach resulted in streamlined workflows, enhanced transparency, and a 20% reduction in project delays.

I used Notion to create and maintain SOPs, ensuring that all processes were documented clearly and were easily accessible to team members. The ability to collaborate with teammates in real-time and receive feedback through comments streamlined communication and kept projects on track.

In my role, I extensively used Microsoft Outlook for managing communications with clients and internal teams. I scheduled meetings, set reminders for follow-ups, organized my inbox with filters and folders for efficient email management, and coordinated tasks to ensure deadlines were met. This experience helped me stay organized and maintain a high level of productivity.

In my role as an Accounts Receivable Specialist, I utilized SAP FI extensively to manage invoicing, track payments, and generate AR aging reports. I ensured that customer accounts were accurate and up-to-date, and collaborated with the sales team to resolve any payment issues or disputes. By leveraging SAP’s reporting features, I was able to create insightful reports that enhanced our cash flow analysis and improved collection processes.

In my previous role, I used Sage extensively for financial management and payroll processing. I managed accounts payable and receivable, ensuring timely invoicing and payment tracking. Sage's automated payroll features allowed me to process employee salaries accurately, generate pay slips, and ensure tax compliance with ease. Additionally, I leveraged Sage's robust reporting tools to produce detailed financial statements and performance analyses, which supported informed decision-making and improved operational efficiency.