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• Setting deadlines, assigning responsibilities and monitoring / summarising progress of projects

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• Implemented change that anticipated and addressed customer questions, needs and complaints• Generated reports, reviewed, analysed data and provided insights and solutions• Anticipated external stakeholders’ needs and expectations and worked to improve systems and processes• Reviewed customer touch points and aimed for constant improvement across all functions• Adhoc administrative tasks as required

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• Attended project workshops, sprint planning and daily stand-ups• Ad-hoc project work depending on team needs

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)• Created and published newsletters to the wider organisation• Generated presentation packs for International briefings worldwide• Data management of project budgets across the International space• Checked and coded credit card transactions and supplier invoices• Assisted in budget planning for the team and re-forecasting for operational budgets (including variance reporting, as required)• Supported the Director of International Operations with various duties• Liaised and built relationships with internal and external stakeholders (including other government organisations – i.e. MFAT) to achieve the organisation’s ONE outcome• Adhoc admin support to the GM and the wider team

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)• Assisted with video conferencing set up for client meetings• Filing, printing, copying and scanning as required• Organised catering for meetings and events when required• Managed the CEO’s personal needs (i.e. running errands whenrequested, coordinating and managing the CEO’s personal cars)• Assisted with onboarding / handing over / training new staff• Managed courier bookings and mail collection• Data entry and schedule upkeep• Managed office related invoices and liaised with Accounts• Created and managed newsletters via MailChimp• Solely in charge of marketing vacant commercial properties for lease (including creating and managing Trade Me ads)

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• Compiled, analysed and reported on monthly reports• Prepared PowerPoint presentation slides and other required documents (including legal documents - i.e. Sale and Purchase Agreements)• Proof read reports, presentations and other documents• Project administration (including design, creation and execution of various marketing collaterals for digital and print marketing)• Managed multiple enquiries, requests and deadlines• Tracked and compiled invoices (including processing expense claims)• Real estate sales of residential properties, development opportunities and off the plan properties

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