Joel Stephenson Email & Phone Number

Frenchs Forest, New South Wales, Australia

North Ryde, New South Wales, Australia

Currently owner and operator at The Bigger Fish Shop. I've been working hard over the last 15 months to turn around an aging unloved store into something the community can be proud of again.

North Sydney

Parramatta

Current Duties Include:Portfolio ReportingRisk ReportingFleet Maintenance Pricing AnalysisProfit Forecasting for Equipment Finance and Fleet Business (99% Accuracy 2012)Monthly Profit AnalysisCustomer Behaviour AnalysisExcel Application DevelopmentSkills Required:VBA ProgrammingAdvanced Excel KnowledgeSQL DevelopmentAccounting & Finance KnowledgeAdditional Duties Undertaken:Excel Training for StaffApplication Development for Process ImprovementAutomation of Business Processes resulting in instantaneous pricing for clients and lower workloads. Tender Pricing Application integrating business systems to allow flexibility in pricing tenders.Volunteering CommitteeAchievements:Award for Growth InnovationParticipation in PPSR ChangesEstablished on site training for staff in MS Excel99% Accuracy in 2012 Planning ModelCo-ordinated with senior leadership to set up and fund a Corporate Toastmasters club

Sydney, Australia

Responsibilities:Prepare Master Custody invoices for a portfolio of clientsLiaise with clients on any issues that may arisePrepare reporting and analysis work for the Sales and Relationship Management teamsEnsure monthly consistency between Invoices and investigate anomalies when they ariseBuild and further automate more accurate templates through Excel programming.Effect changes to current templates as necessaryAd-Hoc reporting and analysisAchievements:Created an automated framework for invoicing and established a comprehensive review processThrough standardisation and automation, reduced workload across Master Custody clientsHelped in the Billing team’s identification and classification of key securities information within the information systems usedEstablished and maintained relationships with key stakeholders at all levels within the organisation.Active within the social committee organising company events and sporting activities.

Sydney Area, Australia

Eclipse is a leading implementer of Microsoft-based CRM and people management solutions. Eclipse provides intelligent solutions to business problems using a mix of software, methodologies, systems.Responsibilities:Responsible for annual maintenance contract renewal and invoicing for approximately 30 clients. Liaising with Sales Manager on a monthly basis to collect contracts which then need to be reviewed for invoicing information. Contracts range between 20 pages to 300 pages (the latter being for government and banks) Ensuring client revenue is in line with contracts Liaising with different levels within the organization including CEO, clients and sales consultants.Working to a monthly schedule of 4 day month end deadline for reporting to parent company. Process involves: Sales reports to show maintenance invoicing;Mobile Phone Posting & Personal Call ReconciliationsAmex coding and reconciliations (approximately 300 lines);Recharges Balance sheet reconciliationsAssisting the accountant in day to day accounting work for the posting of journals and revenue recognitionPrimary contact for our major suppliers to ensure accurate billing occurs & client records are correctly maintainedTravel expense processing & invoicingCompany Amex coding & journal postingUpdates of client licence recordsSales contract review & administrationAchievements:Automated month end Amex reconciliationsCompleted a comprehensive review and reconciliation of client software licenses with suppliers to ensure accuracy going forward.

Certificate Iv Financial Services, Custody Management

Certificate 4 Financial Services, Accounting And Finance