Kathlene Davis Email & Phone Number

Auckland, New Zealand

• Operational lead of a large project portfolio
• Simultaneous high touch management of the daily operations of multiple large projects involving constantly changing variables and challenges
• Relationship management across the operational process - customers, internal stakeholders and suppliers
• Report creation and presentation, leading client meetings and communicating with internal and external stakeholders of all levels
• Management and coordination of clients to develop project plans, review project scopes and ensure timely project completions
• Leading effective change management throughout the operational process

Auckland, New Zealand

• Management and coordination of customers to develop project plans, effective change management and ensuring timely project completions
• Setting deadlines, assigning responsibilities and monitoring / summarising progress of projects
• Preparation of reporting, communicating to stakeholders and effectively managing change throughout the Connect operational process
• Managing relationships across the Connect operational process - customers, internal stakeholders, and suppliers
• Exceptional project planning, organisation and time management

Auckland, New Zealand

• Calendar and inbox management for company executive
• Coordinated travel arrangements
• Maintained various records and documents for the company
• Leaded the customer support team
• Customer service operations multiple inbox management
• Liaised with operations and sales to improve and streamline customer related processes

Auckland, New Zealand

• Supported the delivery of multiple large scale, complex programmes of work nationwide and contributed to achieving KPIs
• Assisted in project schedules, resource planning, coordination and mitigating project roadblocks
• Facilitated the tracking of project budgets against defined SOWs and/or project briefs
• Captured, tracked and managed of project data, CRM files, workflow spreadsheets, risks and issues
• Initiated and implemented continuous improvements ideas / proposals
• Obtained quotes and raised purchase orders

Auckland, New Zealand

• Complex diary / calendar management – coordinated and organised meetings across multiple time zones worldwide
• Organised and managed the GM’s travel bookings
• Acted as a trusted advisor to the GM and their direct reports
• Discovered, initiated and delivered on process and system improvements across multiple platforms
• Project involvement and preparation of key documents (i.e. board papers / presentation documents)
• Supported the GM’s leadership team meetings (before, during and after – pre-readings, meeting presentations and post meeting action plans)

Auckland, New Zealand

• Diary / calendar management – coordinated and organised meetings
• Managed travel arrangements (including flights and rental cars)
• Assisted with drafting legal documents (i.e. Lease documentation)
• Liaised and built relationships with internal and external stakeholders
• Prepared reports, letters, spreadsheets and other documents
• Event management (including internal and external functions)

Auckland, New Zealand

• Diary / calendar management for myself and my business partner
• Inbox and social media management for myself and my business partner
• Supported and managed complex diaries, competing priorities, multiple deadlines and sudden urgent tasks that arise
• Researched and gathered data and inside information (thinking outside the box while still being ethical and staying within rules and regulations)
• Coordinated team and client meetings, created meeting agendas and minute-taking
• Managed stakeholder expectations ranging from vendors, buyers, and the management team

Auckland, New Zealand

• Prioritised key tasks and brought them to the business owner’s attention
• Managed company website, database and filing systems
• Managing flow of documents, IRD filing, Companies Office registrations and maintenance and updating office systems (XERO WorkflowMax Practice Manager)
• Daily bank reconciliations for 10 bank accounts - including coding Credit Card transactions and reviewing expenses (XERO software)
• Weekly reporting scheduled submissions and management of month end workloads, reports and processes (XERO WorkflowMax Practice Manager - for Accountants)
• Solely in charge of end-to-end Accounts Receivables and Accounts Payables (i.e. responsible for all staff expenses)

Auckland, New Zealand

• Data entry, system upkeep and in-depth administrative work - worked with large data sets (Excel spreadsheets)
• Solely managed six (6) email inboxes for the End of Lease department
• Reconciled, finalised and closed off customer accounts at the end of their lease terms (including external supplier accounts)
• Solely in charge of high-volume end-to-end Accounts Receivables and Accounts Payables

Auckland, New Zealand

• Acted as point of contact / liaison for customers, front and back-office departments and department managers within the bank
• Took ownership of several operational aspects of the business outside of my core role and became the subject matter expert for internal training and product development
• Managed communications and relationships with external suppliers and contractors
• Involvement in training new hires to ensure work and training quality are at required levels
• Provided trusted business advise to clients through engaging needs-based conversations
• Managed the onboarding process of all customers to ensure top quality service standards (including new account set ups, credit checks, processing financial assistance applications and other services)

Auckland, New Zealand

• First point of contact for customer information and loan enquiries (phone-based role - inbound sales)
• Performed outbound cold calls to generate leads
• Involvement in projects, systems and process improvements (i.e. Salesforce CRM)
• Organised team events