Carly Monahan Email & Phone Number

Australia

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

Melbourne, Australia

Key Responsibilities:• Preparing Statements of Advice including supporting calculations and future considerations, for the client (also including formatting documents, inserting graphs and most importantly, ensuring no errors)• Ensuring the strategy is correct, complete, compliant and in line with the Financial Planner/Clients requests, best wishes, and/or best interest.• Ensuring the Statement of Advice is a mirror image of what the fact find document is requesting.• High level of attention to detail.• Questioning the Financial Adviser if the client's best interests were not being met.• Full use and understanding of the COIN software system.• Full use of Microsoft Word.• Experience in Superannuation, Risk, Pensions, Debt and cash flow optimisation.Key Achievements:• Delivered all Statements of Advice early and with an extremely high level of accuracy.• Became the go-to source for outsourcing files, because of quick turnaround times.

Melbourne, Australia

Mother of 3

Moorabbin Airport

Key Responsibilities:➢ All previous responsibilities that were included in previous role and the continuation of a Policy & Procedures manual➢ Executive support responsibilities including but not limited to diary management, email management, phone calls, travel bookings and itinerary, business and personal banking and bank reconciliations.➢ Bookkeeping and Payroll➢ HR responsibilities including training and management, including performance management➢ Business Contract writing and reading and agreeing to third-party contractsKey Achievements:➢ Successfully and seamlessly transitioned from one accounting package to another➢ Successfully and seamlessly performed a company transfer of ownership➢ Successfully negotiated acceptable terms for hangar agreements with the Moorabbin Airport Corporation

Moorabbin Airport

Key Responsibilities:➢ Developed, wrote and implemented general office procedures➢ PA to the CEO including diary management, booking flights, accommodation and car hire, setting up and preparing meeting rooms and booking catering➢ Provided IT support to the staff and investigating all IT issues, training staff in the use of Salesforce whilst managing, developing and maintaining the database, training staff in MS Office programs and managing Office 365➢ Managed all facets of the office, including but not limited to ordering office supplies, calendar management, managing all incoming calls and customer visits and screened their importance, organising all start-up accounts, suppliers and developing a database to allow access by everyone and to ensure all relevant information is current. ➢ Worked within a start-up environment – setting up all facets of accounts (payable & receivable), created supplier relationships, started, maintained and policed the integrity of the customer database➢ Created and maintained customer, supplier and industry relationships➢ Solved problems on a daily basis, in regards to “anything” that arose within the business➢ Remotely operated a Sydney based business from Melbourne, which involved, but was not limited to, scheduling resources, staff management, staffing and office management.➢ HR responsibilities which involved, but were not limited to, writing position descriptions for new hires, interviewing and writing and setting up an orientation pack.➢ Entered and prioritised accounts payable, was responsible for invoicing and managing the accounts receivable terms and entered and authorised payroll for casual staffKey Achievements:➢ Wrote the entire Policy & Procedures manual for the business➢ Established a booking & scheduling system for staff and the businesses resources➢ Set up Avia Aircraft to successfully run as a business, in all areas, and grow from herein

Collingwood Vic

Key Responsibilities:➢ Created and maintained a customer contact schedule to ensure company and customer expectations were met.➢ Daily face-to-face, telephone and email contact with customers with regards to queries, resolving complaints and being their one point of contact in the company.➢ Manage and deliver all customer expectations including training, all product and company related queries and specific, individualised business development ideas and planning. ➢ Conduct and develop training sessions for new and existing customers and Jasper Coffee staff, through courses run onsite (at a customers premises) or at the company’s training facility.➢ Accurate, complete and thorough recording of call notes into the company’s database allowing open communication and access to all information.➢ Conduct and facilitate inductions and tours for new customers visiting the company’s roastery.➢ Having expert knowledge in, being skilled at and efficiently using company software programs including MS office & SAP.➢ Keep an up-to-date record of business and contact information through diligently updating the company’s database.➢ Administration tasks and support within the Head Office and reception relief when required. Key Achievements:➢ By succeeding in my strong focus on exceeding customer expectations and creating lasting relationships, the security of Jasper Coffee’s top 3 tiers of customers increased 250% in 6 months. ➢ As a result of implementing and delivering tailored training solutions, I increased the percentage of customers meeting our benchmark of quality standards by 25% in 6 months.

Key Responsibilities:➢ Organisation and management of a designated territory through maintaining regular contact with local medical organisations, pharmacies and special interest groups.➢ Maintain and develop industry relationships through a very high standard of customer service and call frequency to customers.➢ Develop and maintain strategic territory Business Plan in order to maximise existing and potential business. ➢ Utilise key software (JIGSAW) to facilitate effective call planning.➢ Maintain a very high standard of product, disease state, technical and industry knowledge through ongoing study, training and involvement.➢ Ensure effective management of territory by efficient time management, resource utilisation and call frequency rates on GP’s and Pharmacists to meet company requirements.➢ Work in conjunction with company Marketing, Scientific Affairs and territory partners to ensure efforts are aligned to achieve company sales and marketing objectives.Key Achievements:➢ Elected by management to be a member of the Representative Council after 4 months with the company.➢ By effectively implementing my business plan, I exceeded sales targets and moved my territory from #18 in the country to within the top 10 in just 3 months.➢ Achieved promotion to manage the company’s high growth product (Lantus) after 5 months.

Key Responsibilities:➢ Portraying a leadership style and customer service standards cognisant to my position.➢ Mentoring and management of the cabin crew team in day-to-day operations, including overnight stays, by setting and measuring challenging goals, promoting team effectiveness in adapting to and working effectively within a constantly changing work environment. ➢ Formal report writing – staff performance and operational.➢ Planning and resource allocation to ensure stringent timeframes are adhered to while maintaining exceptional service and safety standards, with limited resources.➢ Conflict resolution, involving consultation, negotiation and where required, firm direction, often in situations where strong emotions and stresses are evident.➢ High volume cash handling and financial accountability.➢ Detailed knowledge and auditable adherence to CASA (Civil Aviation Safety Authority) and company regulations.➢ Proactive in-flight service delivery using time management, situational awareness and delivery of the company service promise.➢ Knowledge of all facets of the business to answer queries and give informative reasoning to guests and team members.➢ Disability awareness and considerations.Key Achievements:➢ Promoted to In-flight Cabin Crew Trainer after 6 months.➢ Promoted to Cabin Supervisor after 1 year.➢ Promoted to Cabin Supervisor Trainer after 6 months in the Cabin Supervisor position.➢ Maintained perfect score on all externally conducted mystery shopper audits over the 4 year period.