Jessica Chi Email & Phone Number

Greater Melbourne Area

Mediquip has acquired Medical Plus.

Australia

RESPONSIBILITIES• Position reporting to the Business Owner• Software used: Reckon. • Communicate with the Sales and procurement department to prepare cash flow updates and manage the banking requirements. • Working on months-end, reconciliation, and year-end processes, including reconciling stock and inventory. • Working with the external accountant on tax and compliance requirements;• Reconcile the sales, COGS, inventory, and inter-company loan accounts;• Enter… Show more RESPONSIBILITIES• Position reporting to the Business Owner• Software used: Reckon. • Communicate with the Sales and procurement department to prepare cash flow updates and manage the banking requirements. • Working on months-end, reconciliation, and year-end processes, including reconciling stock and inventory. • Working with the external accountant on tax and compliance requirements;• Reconcile the sales, COGS, inventory, and inter-company loan accounts;• Enter Supplier's bills, prepare weekly and monthly bills and organise the payments,• Prepare business profit, margin analysis, and cost analysis reports as required;• Reconcile banks (AUD and EURO), debit/ credit cards• Processing AUD and EURO customer payments• Working with external auditors on business audit and M&A Dual Diligence requirements. ACHIEVEMENTS• Successfully taking on the majority of the responsibilities of a full-time position with a part-time roaster (25 hours per week)• Improve the month-end completion date by two weeks earlier within the first three months of the employment.• Set up business cash flow forecast from scratch and from zero experience to a level meeting the business requirements by self-learning. • Communication with the M&A team on behalf of the business and providing timely financial and non-financial info within a short notice period. Working with the Dual Diligent and external audit teams and supporting the business transaction. Show less

Melbourne, Australia

Position reporting to senior accountant. RESPONSIBILITIES• Position reporting to Company Accountant• Software used: NetSuite and Xero. • Enter Suppliers bills, prepare weekly and monthly bills and organise the payments,• Reconcile banks ( AUD and USD), debit/ credit cards• Processing AUD and USD customers payments• Processing weekly payroll for two entities, payroll tax and monthly BAS. • Update weekly Cash Flow, especially AR, AR and payroll part of… Show more Position reporting to senior accountant. RESPONSIBILITIES• Position reporting to Company Accountant• Software used: NetSuite and Xero. • Enter Suppliers bills, prepare weekly and monthly bills and organise the payments,• Reconcile banks ( AUD and USD), debit/ credit cards• Processing AUD and USD customers payments• Processing weekly payroll for two entities, payroll tax and monthly BAS. • Update weekly Cash Flow, especially AR, AR and payroll part of forecast. • Communicate with China Office, review their spending compared with budget• Communicate with overseas sales agents, reconcile the accounts and organise the commission payments. ACHIEVEMENTS• Successfully back up Accountants for 4 week annual leave after 3 months work at Garmond• On board and take responsibilities of bank reconciliations for four different entities, able to maintain weekly bank reconciliation after three week with Garmond Show less

Highpoint Branch

Position reporting to Customer Service Managers.RESPONSIBILITIES• Perform general administration tasks such as data entry, database management, printing of statements, and assisting customers with the completion of application forms. • Meet and greet customers within the branch and determine their needs and requirements. • Assist customers with a range of general banking services including; setting up and closing of bank accounts, deposits, ordering new cards, transfers… Show more Position reporting to Customer Service Managers.RESPONSIBILITIES• Perform general administration tasks such as data entry, database management, printing of statements, and assisting customers with the completion of application forms. • Meet and greet customers within the branch and determine their needs and requirements. • Assist customers with a range of general banking services including; setting up and closing of bank accounts, deposits, ordering new cards, transfers, bank guarantees, bank cheques, credit card applications, EFTPOS Merchant facilities, car and home insurance, personal loan and home loan enquiries. • Resolve any issues or complaints presented by customers and escalate as and when required. • Handle inbound calls and emails from either Consumer or Business customers.• Train and coach new tellers to ensure they are familiar with internal processes and banking products• Identify potential customer needs and up-sell/cross-sell products offered by other departments within CBA. • Work collaboratively within a team environment to achieve branch objectives. ACHIEVEMENTS• Consistently exceeded personal KPIs with respect to sales by an average of 110%• Awarded ‘Employee of the Month’ for outstanding performance, achieving 160% of sales target by attracting 110 international students from Victoria University to open new accounts at the Highpoint branch• Successfully developed and maintained an excellent relationship with the Chinese Student Union at Victoria University which resulted in attracting an average of 100 new international students to the branch in 2014, 2015 and 2016.• Successfully built long-term relationships with many customers by providing quality and timely advice Show less

Highpoint Branch

Position reporting to Supervisor.RESPONSIBILITIES• Provided prompt and courteous customer service by engaging, educating and supporting all customers.• Performed various administrative tasks in support of customer service including data entry and database management. • Organised branch AUD and foreign currency cash orders and clearance• Responsible for branch ATM maintenance• Listened carefully to customers and identified potential business development… Show more Position reporting to Supervisor.RESPONSIBILITIES• Provided prompt and courteous customer service by engaging, educating and supporting all customers.• Performed various administrative tasks in support of customer service including data entry and database management. • Organised branch AUD and foreign currency cash orders and clearance• Responsible for branch ATM maintenance• Listened carefully to customers and identified potential business development opportunities; acted on such opportunities by up-selling or cross-selling products and services. ACHIEVEMENTS• Achieved 120% of KPIs on a consistent basis• Received outstanding feedback via customer feedback surveys• Selected by Team Leader to induct and train new staff with respect to handling various types of calls. Show less

Master'S Degree, Business/Commerce, General

Bachelor'S Degree, International Business

Bachelor'S Degree, International Trade