Job Description

Oversee job management system (simPRO), maintaining supplier catalogues, billing templates, compliance records,annd ensuring accurate data for job costing and invoicing. • Manage field staff compliance including licenses, inductions, and safety protocols, ensuring regulatory standards are consistently met. • Process and track purchase orders, supplier invoices, deliveries, and job costs, maintaining accuracy across simPRO and Xero. • Lead financial administration, including supplier invoice processing, reconciliation, and expense tracking to support clean month-end close. • Develop and implement Standard Operating Procedures (SOPs) and compliance policies to improve consistency and operational efficiency. • Coordinate team meetings and reporting, consolidating updates into actionable summaries for management. • Implement and enhance digital record-keeping systems across SharePoint, OneDrive, and simPRO, streamlining internal documentation and retrieval. • Partner with finance and field teams to drive process improvements in job control, safety audits, time tracking, and materials usage.

Reasons for Leaving

Client (Electropica) ended their contract with GoTeam due to changes in their business strategy, which resulted in a reduced need for outsourced services.

Job Description

• Provided end-to-end administrative and financial support across 11 client accounts in the trade services industry. • Managed invoicing workflows from creation to customer distribution, ensuring timely payments and reducing outstanding AR. • Performed Xero data entry, reconciliation, and statement checks, ensuring financial accuracy and compliance. • Coordinated job management processes in simPRO, including job/site creation, quote-to-job conversions, pre-invoicing, and WIP tracking. • Produced and maintained weekly and monthly reports (WIP, timesheets, technician audits, checklists), improving visibility of operational performance. • Handled importing errors, database updates, and CRM messaging, resolving data discrepancies and ensuring accurate records. • Conducted customer follow-ups for quotes, overdue invoices, and satisfaction surveys, contributing to improved client retention. • Supported job scheduling and workflow management, optimizing technician allocation and job completion timelines. • Delivered consistent administrative support such as email/inbox management, attachment handling, file resizing, and ad hoc requests. - Providing support to other clients when team members are on leave, as part of my responsibilities as a Subject Matter Expert.

Reasons for Leaving

upskill and still be in the company and showcasing her expertise with her client

Job Description

• Processed patient healthcare orders and coordinated with referral sources, ensuring timely and compliant order fulfillment. • Conducted outbound and inbound communication to confirm orders, gather documentation, and resolve account queries. • Verified patient insurance eligibility through online portals and direct provider calls, ensuring accurate billing and compliance. • Collaborated with back-office teams to expedite qualification and approvals, reducing turnaround time for patient orders. • Collected and managed payment and billing details, supporting cash flow and accurate records. • Consistently exceeded performance metrics for accuracy, responsiveness, and patient satisfaction. - Performs other duties as required

Reasons for Leaving

Due to pandemic, her grandma died and family caught COVID, have to take a break