Odoo
Heidie Chaplin
Finance Administrator
Cape Town
Summary
Dynamic Administrator with extensive experience in streamlining processes and enhancing operational efficiency. Proven success in optimizing resources, leading cross-functional teams, and implementing innovative solutions that boost productivity and align with organizational objectives. Expertise in fostering strong stakeholder relationships and managing projects that drive impactful results, complemented by a solid background in financial administration. Proficient in maintaining accurate records, preparing financial reports, and managing budgets, consistently delivering quality outcomes through effective leadership and team motivation.
Overview
34
34
years of professional experience
1
1
Certification
2
2
Languages
Work History
Finance Administrator (Remote)
Africa Fibre Infrastructure Solutions
2024.10 - Current
- Supported Senior Financial Controller in managing financial health for two companies.
- Processed accounts payable and receivable, raised invoices, and reconciled accounts.
- Assisted with day-to-day administrative duties, from basic office admin to personalised management support.
- Maintained an electronic filing system for financial documents, enhancing accessibility and organisation.
- Reconciled bank statements monthly, identifying discrepancies and resolving financial irregularities.
- Ensured incoming invoices were processed accurately against required payment deadlines, eliminating payment disruption.
- Used exceptional organisation and time-management skills to handle incoming and outgoing payments efficiently.
- Processed financial transactions and maintained accurate records, adhering to strict confidentiality protocols.
- Handled customer and employee finance queries, complaints and concerns, resolving with balanced solutions.
- Generated customer invoices, managed collections, and maintained accounts receivable accuracy.
- Reconciled payments with bank statements.
- Assisted in preparation of income statements and balance sheets, enhancing financial reporting accuracy.
- Processed and maintained organized financial records.
- Handled customer finance queries professionally, resolving concerns to maintain positive relationships.
- Analysed company invoices, processing them through Odoo or flagging concerns for review.
- Liaised with clients to resolve billing issues and maintain positive working relationships.
- Utilised thorough working knowledge of Excel and wider Microsoft Suite applications for optimal data management.
- Managed all data entry for incoming payments, working with meticulous precision for minimised error.
- Chased up missed payments, escalating as required to ensure unpaid funds were quickly received.
- Handled high volumes of outgoing payments, accurately processing associated paperwork and digital records.
- Processed inbound and outbound invoices, checking accuracy of work detailed to deliver correct payments.
- Used software, such as Sage Evolution and Odoo, to track and monitor company finances.
Office Manager
FTTx and Energy Warehouse (Pty) Ltd
2024.04 - 2024.08
- 5 Month Fixed Term Project (Maternity leave cover)
- Executed monthly statement runs, payment allocation, and follow-up on payments.
- Managed credit card capturing and reconciliation processes.
- Processed credit applications efficiently to support financial operations.
- Tracked monthly stock inventory through detailed journal entries.
- Administered petty cash management to ensure accurate financial records.
- Reconciled staff credit cards against statements for accountability.
- Oversaw staff leave and payroll administration to maintain compliance.
- Provided quality and audit management support aligned with ISO standards.
- Quality and audit management support – ISO.
- Customer project billing and administration.
- General office responsibility.
- Management Report preparation
- Branch consumable ordering
- PA Support to Director and Management
- Advised senior management on facilities needs and delivered ongoing operational support.
- Fostered strong relationships with key stakeholders, including suppliers and clients, to support business objectives.
Operations Manager
Jara Wellness Academy
2020.01 - 2023.12
- Built successful business culture focused on performance optimisation and goal attainment.
- Developed successful strategies and policies, meeting organisational needs and implementing improvements.
- Kept organisation in compliance with regulations and internal requirements.
- Monitored operations to keep processes aligned with targets and matching forecasts.
- Selected and mentored senior staff, creating successful leadership team.
- Cultivated strong industry relationships to promote services and improve business operations.
- Established company targets based on previous performance and predicted forecasts.
- Controlled expenses and allocated financial resources to reach budget goals.
- Developed high-performing teams to consistently exceed goals, drive revenue and expand markets.
- Drove customer satisfaction improvements, evidenced by a 95% positive feedback rating from client surveys.
- Developed and implemented a risk management framework, mitigating potential losses and safeguarding company assets.
- Analysed and determined courses of action to align operations and revenue performance with organisational goals.
- Managed financial operations, including budgeting, forecasting, and investment strategies.
- Tracked organizational performance against objectives and revamped strategies to better meet targets.
- Oversaw day-to-day functioning of Academic operation.
- Engaged in high-level stakeholder management, ensuring alignment with corporate goals and driving business performance.
- Reviewed reports, recommendations and requests from subordinate leadership.
- Authorised use of teams and materials for specific departments and projects.
- Evaluated departmental performance and developed improvements to key operations.
- Led strategic planning and execution to drive company growth.
- Spearheaded market expansion initiatives, successfully entering three new international markets in two years.
- Implemented a comprehensive staff development programme, enhancing team capabilities and reducing turnover by 20%.
- Negotiated high-value contracts with key suppliers.
- Ensure that Regularity policies and legal guidelines are communicated from the top down in the company, and that they are followed at all times.
- Communicate and maintain trust relationships with shareholders, business partners, authorities and Regulatory Bodies
- Act as the public speaker and public relations representative of the company in ways that strengthen its profile.
- Monitored student progress, identifying those at risk and implementing targeted interventions for improved academic outcomes.
- Provided guidance on university policies, procedures, and academic regulations to ensure student compliance.
- Advised students on course selection, degree requirements, and academic scheduling to optimise their educational paths.
- Conducted regular follow-up with students to assess satisfaction with advising services and identify areas for improvement.
- Provided counselling and support to students struggling with academic or personal problems.
- Maintained confidential student records, ensuring accurate documentation of advising sessions and interventions.
- Served as student mentor and counsellor for students when academic problems and personal adjustment issues arose.
- Counselled students working through educational, personal and behavioural problems.
- Directed students in completing assignments and projects related to subject material.
- Engaged in continuous professional development to stay abreast of best practices in academic advising and student support services.
- Organised and delivered presentations on academic advising services to stakeholders, including faculty, parents, and external partners.
- Analysed data on student retention and success rates to inform strategic planning and policy formulation.
- Encouraged students to persevere with difficult tasks to prepare for later learning.
- Simplified complex theory through clear, relevant teachings.
- Organised materials and spaces to support student learning and engagement for optimum learning.
- Reviewed student grade reports each semester to determine probation or suspension based on academic regulations.
- Provided specific, in-depth, strategic advice suitable for students and proactively recommended appropriate solutions for educational barriers.
- Connected students with information and resources to promote academic progress and empowered students to explore new interests.
- Managed caseloads of students across various disciplines, offering personalised advice and support.
- Suggested new teaching tools, training opportunities and instructional education improvements.
- Monitored and quickly implemented required curriculum changes.
- Used established assessment criteria to evaluate student skills and knowledge gaps.
- Observed developments in teaching methods and technologies to innovate current practices.
- Supported and assisted numerous curriculum development professionals for academic information systems.
- Conducted orientation sessions for new students, introducing them to university life and available resources.
- Developed and maintained relationships with external organisations, facilitating student access to internships and job opportunities.
- Approved all designated educational transactions, including pre-registration, drops, adds and withdrawals.
- Trained adult learners in classes, workshops and via remote learning programs.
- Participated in academic committees, contributing to the development of institutional policies and student services.
- Encouraged students to develop four-year plan and assisted in planning individual programmes of study.
- Streamlined administrative processes to reduce workload on academic staff, allowing more focus on teaching and student engagement.
- Coordinated with faculty to design curriculum that aligns with current educational trends and student needs.
- Spearheaded initiatives to support student well-being and academic success, including mentoring programmes and counselling services.
- Established partnerships with external educational institutions and industry leaders to enhance academic programmes.
- Led the transition to blended learning environments, incorporating digital platforms to expand access to educational resources.
- Analysed feedback from students and staff to drive continuous improvement in teaching and learning experiences.
- Developed and implemented comprehensive academic strategies to elevate educational standards across departments.
- Administered budget allocations for academic departments, optimising resources for maximum impact on learning outcomes.
- Represented the academic institution at national and international conferences, enhancing its profile and networking opportunities.
- Managed recruitment, training, and professional development of academic staff to maintain high teaching quality.
- Implemented rigorous quality control measures for all academic outputs, ensuring excellence in education provision.
- Oversaw the assessment and accreditation processes, guaranteeing adherence to national educational standards.
- Promoted a culture of research and innovation within the institution, leading to increased publication and grant achievements.
- Facilitated cross-departmental collaboration to foster an interdisciplinary approach to learning and research.
Operations Manager
Dermatech Health and Skincare
2017.01 - 2019.12
- I was hired to conduct a feasibility audit of Dermatech Health and Skincare for a potential buyer, and thereafter offered the position of Managing Director by the owner on a fixed-term contract.
- I was tasked with streamlining the business to ensure profitability. The turnaround strategy implemented was successful, and the loss was drastically reduced in the 2017/2018 period. The business was looking at a break-even in the 2020 FY period.
- Operations audit and improvement plan development and implementation.
- Financial audit and improvement plan development and implementation.
- Formulated academic audit and improvement plan to elevate educational standards.
- Managed marketing strategy, overseeing all events, marketing materials, and publications.
- Directed staff management and succession planning initiatives to ensure leadership continuity.
- Developed successful strategies and policies, meeting organisational needs and implementing improvements.
- Kept organisation in compliance with regulations and internal requirements.
- Monitored operations to keep processes aligned with targets and matching forecasts.
- Selected and mentored senior staff, creating successful leadership team.
- Cultivated strong industry relationships to promote services and improve business operations.
- Established company targets based on previous performance and predicted forecasts.
- Controlled expenses and allocated financial resources to reach budget goals.
- Managed financial operations, including budgeting, forecasting, and investment strategies.
- Directed a company restructuring process, improving operational efficiency and employee productivity.
- Built successful business culture focused on performance optimisation and goal attainment.
- Evaluated departmental performance and developed improvements to key operations.
Operations Manager
HC Varsity
2014.10 - 2016.12
- I was one of the founding investors in HC Varsity
- HC Varsity is an educational institute that grew from strength to strength and showed a remarkable growth percentage, in spite of the continually changing educational environment.
- Established business strategies to achieve board and shareholder goals.
- Provide strategic advice to the shareholders so that they have an accurate view of the market and the company's future.
- Provided strategic insights to shareholders for market awareness and future planning.
- Developed comprehensive business plans for cost-effective operations, and market growth.
- Ensure company policies and legal guidelines are communicated from the top down in the company, and that they are followed at all times.
- Ensure that Regularity policies and legal guidelines are communicated from the top down in the company, and that they are followed at all times.
- Cultivated trust relationships with shareholders, partners, authorities, and regulatory bodies
- Oversaw financial performance, investments, and various business ventures
- Delegate responsibilities and supervise the work of executives, providing guidance and motivation to drive maximum performance.
- Spearheaded initiatives for market expansion to drive revenue growth
- Developed successful strategies and policies, meeting organisational needs and implementing improvements.
- Kept organisation in compliance with regulations and internal requirements.
- Monitored operations to keep processes aligned with targets and matching forecasts.
- Selected and mentored senior staff, creating successful leadership team.
- Cultivated strong industry relationships to promote services and improve business operations.
- Controlled expenses and allocated financial resources to reach budget goals.
- Developed high-performing teams to consistently exceed goals, drive revenue and expand markets.
- Managed financial operations, including budgeting, forecasting, and investment strategies.
- Evaluated departmental performance and developed improvements to key operations.
- Spearheaded market expansion initiatives.
Student Services Senior Manager
International Colleges Group (ICG)
2010.06 - 2014.09
- I held four positions while working at ICG.
- Throughout my career at ICG, I was moved to areas of concern in order to ensure the department runs optimally. My greatest strength is my ability to evaluate a situation and implement changes to ensure improvement.
- Student Services Senior Manager – September 2013 to September 2014
- The department is responsible for providing support to students, as well as acting as the contact point between students and other areas of the business.
- The department consists of the following teams:-
- Quality Assurance – monitors the effectiveness of the service offered to students as well as to ensure that the department's policies and procedures are followed.
- Guidance and Counselling Team– provides students with guidance on how to complete their course and counselling for minor emotional issues students may be experiencing.
- Student Retention Team – investigates and resolves student complaints, they negotiate with the various departments within the company and provide students with a resolution.
- Outbound Team – communicate with students regarding the course and contact all newly registered students.
- Programme Specialist – investigate extension and exemption requests and provide students with in-depth support with regards to their course
- Multimedia Team – answer all student queries and information requests that are e-mailed, sent via skype or the Internet.
- Voice Team – responsible for answering the incoming calls.
- I was tasked with completely revamping the department, including the department's policies and procedures, to ensure staff retention, as well as customer satisfaction.
- Due to the changes implemented there was a drastic decrease in student complaints and students received effective responses within the turn-around times. The voice team achieved a call drop rate of 0.84% for the month, which is the lowest call drop rate recorded by ICG since 2008.
- The key performance areas are as follows:
- 1. Management, Development and Leadership of staff
- A. Setting of performance standards and targets
- B. Staff training
- C. Ensuring all staff members have relevant and updated Job Descriptions
- D. Performance monitoring
- E. Overall Management of the department
- 2. Management of policies and procedures
- A. Review and updating of existing policies and procedures
- B. Formulating of new policies and procedures
- 3. Strategic and operational planning and report
- A. Formulated annual budgets
- B. Provide strategic direction
- C. Forecasting of human resources and IT resources requirement
- D. Creation of incentives to drive performance
- 4. Management of the department payroll and spend
- A. Payroll management
- B. Audit of overtime and telephone usage
- 5. Customer satisfaction and retention
- Quality Officer – September 2012 to September 2013
- My duties were to execute the internal quality audit activity of departments, manage specific processes to support the implementation and execution of the Quality Audit Plan, monitoring compliance, preparing and presenting audit findings and recommendations, and providing assurance of compliance with statutory requirements, policies and procedures in line with the required standards.
- 1. Development of engagement Plans and work programmes
- 2. Communication of Audit findings to stakeholders.
- 3. Quality Audit review -The outcome of the audit is effectively reviewed, in respect of; objectives, quality, completeness and feedback, in accordance with the Internal Audit standards, policies and procedures.
- 4. Creation of the final Quality Audit Report.
- 5. Assessing the adequacy and effectiveness of the stakeholder action plans.
- 6. Co-ordination of internal quality audit activities - including; internal audit, risk management and compliance functions.
- 7. Monitoring of reports and status of all Legal student complaints, Vetting of responses to ensure compliance and report the findings to the General Manager.
- 8. Liaising with Educor's Legal Advisor on all legal issues pertaining to INTEC, DCC and Lyceum.
- 9. Investigating and preparing documentation for all INTEC, DCC and Lyceum legal issues.
- Addition to the above, I have been part of managing the process for the creation of marketing and academic documentation, and have assisted the Product and Publishing Senior Manager by managing his team while he is on leave.
- Student Relations Officer – June 2011 till August 2012
- Customer Relations Management
- Resolution of queries sent to the CEO, Legal, Media, Regulatory Bodies -It is my responsibility to liaise with the various departments within ICG and the client to ensure the complaint is resolved.
- Point of contact for the Educor Legal Department and ICG Head Office
- Supplying the legal manager with discover documentation etc.
- Ensuring Legal documentation is distributed to various parties i.e. court, apposing Lawyer.
- Ensuring records are kept
- In addition to the above:-
- I worked with the Product and Marketing Team. I was responsible for Project Managing their various projects as well as working as part of the team
- Acting as Support Manager to the Senior Student Service Manager at ICG Head Office
- PA to the General Manager (INTEC) – June 2010 till May 2011
- Managed bookings and arranged travel, transport and accommodation on behalf of directors when needed, making arrangements based on preferences and requests.
- Attended meetings with managers to take minutes, as well as providing support on company information to manager.
- Managed project timelines and deliverables, coordinating with various departments to achieve objectives within set deadlines.
- Co-ordinated travel arrangements, including flights and accommodation, aligning with company budget and policy.
- Managed complex diaries, scheduled meetings, and coordinated travel arrangements for senior executives to optimise their time efficiently.
- Acted as the first point of contact for managers by answering all correspondence, emails and phone calls.
- Handled confidential documents with discretion, maintaining privacy and security of sensitive information.
- Organised events and conferences, from venue selection to post-event feedback analysis, enhancing company reputation.
- Managed diary for Managing Director, scheduling meetings and appointments to optimise time efficiency.
- Managed expense claims for Managing Director, verifying accuracy and compliance with financial policies.
- Typed, formulated and prepared reports, presentations and correspondence for managers.
- Monitored emails and correspondence, prioritising and responding on behalf of the executive to streamline workflow.
- Coordinated with IT department to resolve technical issues swiftly, minimising downtime and maintaining productivity.
- Liaised with internal and external stakeholders to foster positive relationships and facilitate smooth communication channels.
- Oversaw maintenance of office equipment and facilities, liaising with contractors to ensure a safe and efficient working environment.
- Monitored staff performance and developed improvement plans.
- Advised senior management on facilities needs and delivered ongoing operational support.
- Managed organisational resources to meet administrative and operational needs whilst adhering to budgetary guidelines and meeting quality and schedule demands.
- Led cross-functional teams in project implementation, delivering on time and within budget.
- Conducted performance evaluations, identifying areas for improvement and implementing bespoke training programmes.
- Managed crisis situations, mitigating risks and maintaining business continuity during challenging periods.
- Led strategic planning sessions to define company vision and operational strategies, aligning team efforts with corporate objectives.
- Managed budgets and financial planning, achieving cost savings without compromising on quality.
- Facilitated continuous improvement initiatives, encouraging innovation and excellence in operations.
- Delivered comprehensive reports to stakeholders, providing insights into performance metrics and strategic direction.
- Cultivated work environment focused on personal responsibility, continuous improvement and delivering high-quality results.
- Reviewed and revised operational policies, aligning procedures with best practices and regulatory requirements.
- Optimised resource allocation, ensuring maximum productivity and minimal downtime.
- Conducted risk assessments, mitigating potential issues before they impacted business operations.
- Recruited and hired staff for organisational vacancies and enforced consistent policies across workforce.
- Analysed performance data to identify trends, making strategic decisions to boost operational success.
- Cultivated partnerships with industry leaders, enhancing company reputation and facilitating knowledge exchange.
- Collaborated with sales and marketing teams to align operational capabilities with customer demands.
- Supported employee morale and well-being by developing positive practices centred on career development and individual job satisfaction.
- Established performance metrics, driving accountability and recognising outstanding achievements.
- Negotiated high-value contracts with suppliers and vendors, securing favourable terms and strengthening business relationships.
- Fostered strong relationships with key stakeholders, including suppliers and clients, to support business objectives.
- Led change management initiatives, guiding teams through transitions with minimal disruption and maintaining high performance levels.
- Analysed market trends and data to inform strategic decision-making, identifying opportunities for expansion and diversification.
- Fostered a positive work environment, championing diversity and inclusion initiatives that improved team morale and performance.
- Developed and enforced health and safety protocols, ensuring a safe workplace environment.
- Oversaw quality control measures, ensuring product and service standards exceeded industry benchmarks.
- Sourced vendors and suppliers for business needs and negotiated terms for optimum service delivery.
- Coordinated with IT departments to implement cutting-edge technology solutions, improving operational efficiency and data security.
- Implemented sustainable practices, reducing environmental impact and enhancing corporate social responsibility.
Operations Manager
SAS Institute Pty Ltd
1998.03 - 2009.03
- I have held various positions within SAS. A detailed summary of each can be found below.
- SAS SA Education Manager.
- SA Operations Manager.
- Sales Excellence Officer.
- Cape Town Branch Operations Manager
- I have strong managerial and project experience, including excellent written and presentation skill sets and possess a competitive drive to succeed.
- When starting with SAS it was a relatively small business in South Africa. Therefore, my position as the Cape Town Branch Operations Manager covered many aspects, including but not limited to the running of the Project Office, running the Education Department, management of the office facilities and administration functions, PA to the National Sales Director, and sales support person.
- SAS recognised my ability to understand the dynamics of each department and therefore often offered me positions which involved fixing up an area of concern.
- Position Held:
- SAS SA National Education Manager – July 2008 to March 2009
- I was responsible for the delivery of educational services to the national customer base, the SAS partner community and all in-house country development programmes.
- The position required a competency framework capable of designing and growing new services and business opportunities aligned with SAS's education's direction and needs. These competencies include customer account management, Business Opportunity Qualification, sales and marketing skills and supplier and partner contract negotiation.
- The position also necessitated a leadership role across many areas of financial management, people management including advancement, recruitment, retention, Development Plans, team building, regulatory compliance, and customer service, and performance management systems.
- Key Responsibilities:
- Act as the focal point on an agreed set of Key Performance Indicators for business.
- Define with stakeholders a set of weekly and monthly reports that track performance on strategic business KPIs.
- Produce those reports & analysis; interpret their results and present trends and findings to the relevant directors and other senior managers within business.
- Attaining and ensuring profitability targets as set out in the business plan by the executive committee.
- Manage the development of customised course content, aligning local and national customer requirements with global standards.
- Review, assess and negotiate accredited training providers contracts and on-site requirements.
- Formalise delivery of training, to include business-focused solutions to specification, meeting quality standards, within negotiated timeframes of clients.
- Continued technical skill growth and alignment of trainer certifications and instructional accreditation, in accordance with SAS Cary guidelines.
- Administer and manage the design and implementation of a web-based national and global course schedule.
- Manage the SAS SA accreditation and SAS Training course life cycle.
- Manage and enforce partnership agreements with training providers.
- Ensure the Education department reached their annual sales target.
- SAS SA Operations Manager – January 2008 to June 2008
- This was a 6 months contact, which required that I relocate to JHB. My role was to ensure the structures within SAS SA were aligned to the company's strategic plan and to redesigning the roles and responsibilities of all staff members of SAS South Africa.
- Key Responsibilities:
- Provide timely and accurate reporting which facilitates monitoring and understanding of key business drivers.
- Coordinate the development, distribution, and automation of standard management reports.
- Ownership and validation of data warehouse information.
- Provide ad-hoc business information and analysis.
- Support performance analysis (Business Unit level) reporting initiatives.
- Provide support and training in reporting tools to end users.
- Conceptualize and implement strategies and processes that underpin both BU activities in conjunction with Shared Services capabilities
- Monthly report to GM SA Operations on Capability Status, SLA issues and Risks
- Address issues raised by Support and Account Teams.
- Design and Implement plans as necessary to ensure support enablement
- Managing the implementation of SAS policies and Processes
- Feedback to OPCO any concerns re alignment non compliance
- Sales Excellence Officer – January 2007 to December 2007
- Many of the aspects of my Operations Manager role still remained under my supervision. Namely the PA to Sales Director, Management of the Education and Office Management
- Key Responsibilities:
- Lead the Development and Implementation of the Sales Development Program (including- Induction, Training, identification and dissemination of Global ‘Best Practices’)
- Define, maintain, implement and improve sales processes, practices and communication strategies to support Sales Excellence across the National Sales Team.
- Maintain and monitor the Sales Account Planning & Opportunity Review process
- Managing the sales pipeline and life cycle according to company sales methodologies
- Managing E-stars (Contacts and Sales management program)
- Support Sales and Senior Management information requirements.
- Act as a bid manager and co-ordinate inputs.
- Manage and be responsible for the sales process including Account Managers and Business Development Managers adhere to policies and sales methodologies.
- SAS Cape Town Branch Operations Manager – March 1998 to December 2006
- Key Responsibilities:
- Operations Management – Facilities and Shared Services.
- Relocation of the offices from Pinelands to Durbanville, this included but was not limited to finding suitable premises, designing and purchasing of all equipment for the Office
- Management of Office Services Team – including Development Plans, Performance appraisals.
- Facilities maintenance and management thereof
- Consulting sales and Consulting Sales Support general ledger checking -Financial Results/Transactions -Raise queries and obtain resolutions with Finance Department.
- Allocate resources and/or request resources from JHB and International. Ensure the appropriate contracts have been provided and approved.
- Month end reporting - Extract the month end time reports and ensure the signed timesheets are accurate.
- Ensuring all Consultants including Third Party consultants submit timesheets and ensuring the accuracy of timesheets submitted.
- Ensuring signed timesheets are received by the client
- Ensure 3rd Party invoices are received and paid.
- Reporting on Consultants Key Performance Indicators
- Requesting internal cost allocations
- Creation, Maintenance and distributing of all documentation pertaining to Projects.
- Arrangements and Minute taking for consulting meetings.
- Ensuring all Consultants including Third Party consultants submit timesheets and ensuring the accuracy of timesheets submitted.
- Requesting Payments to be made to Third Party consultants.
- Resource allocation and Diary Management of all consultants.
- Travel arrangements for all Consultants
- Creation and Distribution of all Consulting Invoices
- Debtor reconciliation and follow-up.
- Reporting on Invoicing and Debtors
- Reporting on Profitability
- Creation and Maintenance of Training Schedule
- Marketing of Courses
- Scheduling of Trainers
- Supervision of Logistic administration for regional courses.
- Invoicing of Training and Ensuring payment to 3rd party trainers are made.
- PA to Cape Town based Country Sales Director.
- Duties were as follows, but not limited to:
- Diary Management
- Travel arrangements
- Completing relevant documentation, Requesting and Distributing
- Review, proofread and ensure that information, reports and documentation (complex or otherwise) is accurate and of good quality before presenting it to the Management for final approval.
- Sales Pipeline Reporting.
- Monthly Report on payments received – First Year Fees(FYF) and, Annual Renewal Fees (ARF)
- Reporting on total (R) value of what was sold and to whom.
- Monthly Report on outstanding Debtors
- Reporting on Renewals when due, when paid
- Quality assurance of all software invoices.
Senior Software Trainer
MTR Computer Training
1992.01 - 1998.02
- Collaborated with team members to achieve target results.
- Maintained clean, safe working environments to eliminate accident risks.
- Engaged with customers to better understand needs and deliver excellent service.
- Built and maintained courteous and effective working relationships.
- Documented participant attendance, engagement and progress.
- Facilitated interactive workshops on customer service excellence, improving team performance significantly.
- Provided additional materials to enhance training.
- Kept training data and documentation secure for full compliance.
- Developed complete training programs and led training using expert learning techniques.
- Developed training programmes to meet business and learner requirements.
- Met individual needs through attentive, student-centred training approaches.
- Worked with students in setting and achieving attainable learning goals.
- Provided expert guidance and support to participants, fostering a positive learning environment and encouraging continuous improvement.
- Implemented innovative training techniques to maintain participant interest and facilitate effective learning outcomes.
- Blended business's goals, mission and values with learning development initiatives to deliver high-quality training.
Education
Matric -
Grosvenor Girls High
01.1990
Skills
Invoice processing
Financial statement preparation
Invoice auditing
Procurement vendor oversight
Data governance expertise
Customer relationship development
Effective problem resolution
Prioritization and scheduling
Effective communication
Meticulous attention to detail
Bank reconciliation expertise
Payment processing oversight
Accounts payable management
Financial tracking
Accounts payable processing
Structured problem-solving
Proficient in MS Access
Exceptional customer service
Service excellence
Prioritization and scheduling
Financial reporting expertise
Engaged listening
Strong verbal communication
Networking expertise
Client relationship management
Document organization
Office administration
Operational efficiency
Calendar oversight
Effective communication skills
Effective communication through listening
Travel coordination
Document editing
Client relationship management
Experienced with MS Office applications
Compassionate communication
Meeting facilitation
Data organization
Experienced in MS Office applications
Calendar coordination
Professional email writing skills
Professional letter drafting
Effective diplomatic communication
Coordinating events effectively
Organizational filing systems
Organizing successful events
High typing proficiency
Travel logistics management
Experienced in creating PowerPoint presentations
Social media management
Schedule management
Office supply procurement management
Coordination of month-end financial close
Advanced Microsoft Excel skills
Invoice processing
Resilience under pressure
Intrinsic motivation
Ensuring privacy compliance
Transaction management
Expense tracking and analysis
Project coordination
Risk assessment
Regulatory compliance auditing
Financial accounts reconciliation
Invoice preparation
Transaction monitoring
Internal controls
Regulatory compliance
Customer service
Administrative support
Data entry
Office management
Organizational leadership
Scheduling management
Document management
Software
Microsoft Office
Sage Evolution
Sage Pastel
Mondaycom
WordPress
Elementor
FileZilla
Wix
Moodle
CHE submisson softwre
Certification
Category EB
Timeline
Finance Administrator (Remote)
Africa Fibre Infrastructure Solutions
2024.10 - Current
Office Manager
FTTx and Energy Warehouse (Pty) Ltd
2024.04 - 2024.08
Operations Manager
Jara Wellness Academy
2020.01 - 2023.12
Operations Manager
Dermatech Health and Skincare
2017.01 - 2019.12
Operations Manager
HC Varsity
2014.10 - 2016.12
Student Services Senior Manager
International Colleges Group (ICG)
2010.06 - 2014.09
Operations Manager
SAS Institute Pty Ltd
1998.03 - 2009.03
Senior Software Trainer
MTR Computer Training
1992.01 - 1998.02
Matric -
Grosvenor Girls High
References
References available on request