Senior coordinator
Caltex
Total years of experience :13 years, 8 Months
Responsible for managing designated Receivables assets ($50M - $100M per month)
* Responsible for Company cash inflows for designated Receivables sales offices,
managing on time receipt for maximum cash flow & financial benefit to the
company (approximately $1.5B per month cash inflow from trade Receivables)
* Responsible for investigation and resolution of product delivery issues, billing issues,
and IT issues for designated sales offices within Customer portfolio in excess of
8, 000 Consumer and B2B Customers and 70, 000 Card Customers
* Responsible for supporting Customers and Business Managers in specific territories,
as well as providing assistance to team members with other territories
* Responsible for successful collaboration with multiple internal /external
stakeholders such as Depot, Terminal, Logistics, Supply & Distribution and IT staff
to resolve billing, product delivery and IT system issues
* Responsible for assisting Credit Risk Manager to manage Customer accounts with
financial difficulties that are placed on reduced terms/credit limit by providing first
line management of payments to minimise risk of financial loss
* Escalate significant Customer issues to the Receivables Manager.
December 2017- March 2018
* Identify and implement process improvements that will automate work processes
and drive efficiencies within the Receivables team. Work with the business to
develop targeted Customer strategies and campaigns that support these efficiency
opportunities.
* Provide financial advices within the business.
* Maintain internal strategies and control system while applying accounting policies.
Action dishonoured payments, implement payment plan and establish solutions in
liaison with customers.
* Follow up with customers on overdue debt.
* Assisting the team with accounting policies and help in maintaining the same.
* Escalate complex and significant customer issues on request.
* Participate in formal coaching programs.
* Work on operations costs and organisation’s income and expenditure.
* Build and manage relationship with internal and external stakeholders.
* Co-ordinate with businesses across the organisation to assist in providing accurate
risk data.
* Prepare reports and financial statements for the team and management.
* Maintain accounting systems while working on multiple accounting applications.
* Maintain the company’s data against the financial risk.
Global Visas
Assisting company accountants tally funds at the end of the work day for application
fee and other items which were collected in cash and paid in cash.
* Processing Visa and Master card payments.
* Printing and sorting documents for Visa Applications for the client, helping
applicants fill the applications.
* Working with accountant on employees pay calculation and fortnightly payroll
including vacation pay, commissions and incentives.
* Welcoming new employees, guiding them with on-boarding.
* Setting up meeting for senior staff and accompanying them to take minutes of
meetings.
* Organising travels and stays for senior staff and executives.
Design checks to ensure that accurate Risk data flows into the business data
warehouse and hence error-free risk reporting to the authorities.
* Conduct comprehensive financial audits, company compliance audits, and agreed-
upon procedures.
* Perform analytical procedures/analyses to detect unusual financial statement
relationships.
* Identify and communicate accounting and auditing matters to seniors and managers.
* Prepare PBC (Provided by Client) lists and confirmation requests.
* Document audit procedures and cross reference work papers.
* Create management representation letter comments and recommendations and
draft audit reports for management review.
* Co-ordinate entrance/exit conferences.
* Co-ordinate with different businesses across GE Capital. Guide and help the
businesses providing accurate risk data.
* Prepare monthly and quarterly dash board, pull data from Business Objects (BO)
and create reports, work directly with the clients and help IT team as per the
requirement.
* Worked on two other Equipment finance projects which were contract based.
Maintained well-standing of customer accounts.
* Managed a revolving monthly case load to establish contact and pursue collection of
consumer debt.
* Worked on early stage and late stage accounts to meet monthly targets.
* Initiated consumer negotiations for debt recovery through phone and mail contact.
* Utilized the internet and specialized software to locate people with overdue
balances.
* Negotiated settlements or monthly payment allowances within specific client
guidelines.
* Worked with the customers with payment plans after understanding their financial
situation and provide great customer service.
* Cross sell the client products to the existing customers.
* Explain them about product and its benefits on their account.
* Prepared monthly and quarterly performance report for the entire team.