James Fenwick Email & Phone Number

Bristol, England, Gb

Bristol, England, United Kingdom

Bristol, United Kingdom

Sitting within the marketing team my primary responsibility is maintaining our membership database and reporting systems as well as looking after the day to day queries of our members and potential new members.In addition to this I also manage an maintain online content such as our monthly Healthcare Finance magazine, regular briefings, blogs and responses. I also ensure all online copy formatting and imagery is optimised for both the website and our mobile app myHFMA. Excellent working knowledge of Microsoft Dynamics CRM, Microsoft Teams, Sitefinity, Photoshop and various Microsoft products used to manipulate data to produce and automate membership and contact reports. This included the use of Excel for data manipulation including the use of pivot tables and formula, production of graphs and the design of CRM dashboards.

A key member of the Data Reporting Team working closely with the IT department and Finance to achieve successful reporting frameworks ensuring data integrity, protection and privacy.Excellent working knowledge of Microsoft Dynamics CRM, Great Plains and various Microsoft products used to manipulate data to produce and automate Management Information Reports. This included the use of Excel and Access for data manipulation including the use of pivot tables, production of graphs and the design of CRM dashboards.

A key member of the accounts team additionally supplying continued support to the newly amalgamated contracts and administration team. My primary responsibilities including invoicing and payment queries, daily invoicing, cash receipts, bank reconciliation and credit control. In addition to this I also had the task of running and reconciling the weekly sales and accounts statistics for the management team. These statistics include a detailed breakdown of new clients, billing data, and clients who have ceased.Key responsibilities• Key team member focused on customer service and relationship management• Accounts & contracts database maintenance• Generating and reconciling regular statistics reports • Credit control• Processing payments receipts & payments out• Bank transaction reconciliation and sale/purchase reconciliation• Dealing with contract, accounts and payment queries via email and telephone• Office support• Evaluation of performance and define measures for continuous improvement• Pivot tables, production of graphs and dashboards

Managing the contracts on boarding and signature processes. Liaising with my clients as needed to resolve all contract queries and amendment requests utilising the relevant contracts and legislation knowledge.In addition I also was required to undertake regular reviews of the overall contract processes to ensure an efficient service was provided at all times. And advise and implement improvements to the overall contractor care program.

Key responsibilities• Customer service & front line telephone support• Data entry• Claim and payment processing• Sorting and filing incoming correspondence• Maintaining processing spreadsheets

Media Production And Photography

Education record