Caroline Grimmer Email & Phone Number

Tauranga, Bay Of Plenty, New Zealand

Tauranga, Bay Of Plenty, New Zealand

Tauranga, Bay Of Plenty, New Zealand

Tauranga, Bay Of Plenty, New Zealand

Tauranga, Bay Of Plenty, New Zealand

-Bank reconciliations, GST returns and treasury functions on a weekly basis-Process payroll for contractor-Formulate yearly tax returns and complete month end reporting.

Tauranga

-Facilitated year-end audit, annual report preparation and interim-budget updates.-Resolved GL reconciliations and cash flow management

- Leadership of 3 direct reports and provided coaching and mentoring-Disbursing payments via the monthly grant to ensure gifts and donations for 100k sponsored children were sent to the correct country for the correct purpose.-Co-ordinated with preparation of month-end reports; ensuring documentation and reporting for auditors, regulatory bodies and internal clients met required standards and deadlines-Project Management of accounts system implementation from Sage to MS… Show more - Leadership of 3 direct reports and provided coaching and mentoring-Disbursing payments via the monthly grant to ensure gifts and donations for 100k sponsored children were sent to the correct country for the correct purpose.-Co-ordinated with preparation of month-end reports; ensuring documentation and reporting for auditors, regulatory bodies and internal clients met required standards and deadlines-Project Management of accounts system implementation from Sage to MS Dynamics.-Supervising all income processes including Direct Debits; continually reviewing procedures, creating efficiencies and managing risk. Reconciliation of all bank accounts-Ensured reporting and documentation met accounting and regulatory standardsManaged Gift Aid claims to maximise income (potentially worth 25p per £1 of donation)-Project management during the CRM / Income Processing / BI system implementation (BlackBaud) Show less

-Responsible for the application to Trust Funds on behalf of Mercy Ministries appealing for funds to contribute towards the operating and project costs of the charity.

-Educated and worked with a variety of families to create their personal finance plan with the goal of being debt free and financially independent.

•Documented business requirements for new and enhanced online stockbroking products•Liaised with content providers, developers and programmers to ensure all requirements are met•Managed the project release including training of relevant business staff and documenting necessary processes and procedures. Projects include:-Auto-client set-up (clients account set-up automatically when applying online)-eFunding (clients account credited within minutes of funding… Show more •Documented business requirements for new and enhanced online stockbroking products•Liaised with content providers, developers and programmers to ensure all requirements are met•Managed the project release including training of relevant business staff and documenting necessary processes and procedures. Projects include:-Auto-client set-up (clients account set-up automatically when applying online)-eFunding (clients account credited within minutes of funding online)-Development of New Issue Centre & facilitating IPO’s and new issues-International Retail Service-Online cash withdrawals-Audit (including forced password change & online change details request)-Bond Centre (information about and prices of bonds online)-Royal Blue enhancements (Client Relationship Management tool)-Disaster Recovery/ Business Resumption Show less

•Assisted staff with complex or difficult customer queries.•Empowered, enabled and encouraged the staff to complete their role competently.•Managed 13 staff and their work. •Trained and coached the staff as their and the business needs required. •Assisted in setting up procedures and systems for improve ability to manage team more effectively. Initiated and completed several process improvements projects.

•Managed 16 staff and their work.•Trained and coached the staff as their needs and those of the business required.•Achieved targets set by management•Empowered, enabled and encouraged the staff to complete their job role competently•Trained and coached the staff as their needs dictated. •Regular one-on-one meetings with each team member.•Completed staff competency and performance assessments.•Set and achieved team and individual goals.•Initiated and completed… Show more •Managed 16 staff and their work.•Trained and coached the staff as their needs and those of the business required.•Achieved targets set by management•Empowered, enabled and encouraged the staff to complete their job role competently•Trained and coached the staff as their needs dictated. •Regular one-on-one meetings with each team member.•Completed staff competency and performance assessments.•Set and achieved team and individual goals.•Initiated and completed several process improvements projects.•Managed several team projects.•Managed one team through the implementation of a computer system update (low impact on Enquiries Team).•Managed a second team through a bank merger. Show less

•Identified issues and potential risks with the banks policies, processes and procedures.•Wrote reports identifying identified issues with possibly solutions and substantiated recommendations.•Developed and wrote new bank procedures.•Developed and created reporting system for monitoring and managing individual and team productivity.

•Rotated though all retail bank back-office functions.•Trained new staff in preparation for major bank restructuring.