Sydney, New South Wales, Australia
Experienced operations and executive support professional with a strong background helping professional services firms improve the way they operate. I partner closely with senior leadership to strengthen business operations, implement new systems, enhance governance and deliver practical business improvement initiatives that support organisational growth. My experience spans operations, executive support, governance, compliance, systems implementation and project delivery within legal and accounting environments. I enjoy bringing structure to complex challenges, improving processes and building practical solutions that create efficiencies, strengthen governance and support high-performing teams. Known for taking ownership, building trusted relationships and delivering outcomes in fast-paced environments, I combine strategic thinking with a hands-on approach to support executive leaders and drive meaningful operational improvements. I have extensive experience leading cross-functional initiatives, implementing technology platforms, developing governance frameworks and supporting organisations through periods of change. Core areas of expertise include operations management, executive support, governance, business improvement, systems implementation, regulatory compliance, project delivery and stakeholder management.
Lead operations, executive support and governance for a growing accounting practice, working closely with senior leadership to improve business operations, strengthen governance and deliver organisational change. Key areas of focus include: - Operational implementation of the Xero Tax platform and FYI practice management platform. - Governance, compliance and quality management. - Practice operations and Shared Services leadership. - Business improvement, systems implementation and process optimisation. - ASIC and ATO administration, client lifecycle management and operational support. - Policy development and governance documentation. - Executive support across strategic and operational initiatives.
• Implemented and managed regulatory compliance for 100 lawyers, ensuring adherence to practising certificates, Professional Standards Scheme participation and insurance. • Oversaw financial management for the national team, including monitoring WIP and aged debtors. End of Financial Year write offs were reduced from $1.5m to $400k. • Promoted to manager in July 2020. • Organised and managed board meetings, including drafting board papers and minutes. • Collaborated closely with the Quality & Risk team to ensure compliance with internal processes and acted as a contact point for policy changes. • Implemented and managed kanban project board for Deloitte Legal Practice Management to manger, deliver and monitor key projects with the head of Deloitte Legal. • Managed the Practical Legal Training program and facilitated CPD sessions on the Legal Professional Uniform Law. • Involvement in strategy discussions. • Generative AI champion for Deloitte Legal, focusing on generation of use cases for Generative AI.
• Provided administrative support to Senior Tax and Legal Partners. • Managed diaries for Senior Tax and Legal Partners. • Project Managed Federal Budget night for four years including creating and managing the run sheet for the night, organising different authors for reports and specialists, formatting publication, troubleshooting assistance on the night. • Handled expenses and travel management. • Managed billing and engagement set-up. • Drafted and formatted documents. • Organised client events and internal training programs.
• Provided administrative assistance to the Lead partner and twenty other members of staff across four time zones. • Proposal writing, editing and production of high quality technical proposals for building, infrastructure and P3 projects across Canada. • Invoiced clients and kept records up to date of outstanding payments • Handled all incoming cheques and depositing into the bank on a weekly basis • Formatted reports letters and emails to clients in line with brand standards. • Diary management including staff travel to other office locations within Canada and the USA. • Organised events – internal and external including organising venue, caterers and guest list: annual client appreciation event (200 external guests), breakfast meetings (50 external guests), monthly internal lunch & learns (15 staff), staff Christmas party (25 guests), Calgary Stampede staff day out (20 staff). • Performed pilot testing for new branding standards and provided feedback on practicality of use.
Provide world class customer services care, supporting on billing, technical and service issues. Apply judgement to resolve customer complaints to the benefit of both the customer and Bell Mobility. Use of discretionary write off per customer to resolve billing issues and retention purposes. Achieved targeted monthly bonus performance each month during period of employment.
I was chosen due to my Motor Insurance knowledge and my proven attention to detail to set up the Policy Validation Unit. I helped define the processes that a team of four now follow. The role was set up to detect fraud at inception of insurance policies before a claim can be initiated, thus saving the company money on claims pay-outs. On a daily basis I use various Fraud Prevention Agency databases and analyse trends to detect fraud. I have set up rules within one database to enable the company to detect fraud more efficiently and spot trends in suspicious behaviour. I received Intelligence reports from other insurance companies and the Insurance Fraud Bureau (IFB). I analysed the data and ran reports to check any for exposure. I setup a monthly MI process that was reported to board level to show how the team is benefitting the business. In the first year we have estimated savings of £1 million. I was the Special Point of Contact (SPOC) for the SIRA database, CUE database and IFED (Insurance Fraud Enforcement Department). IFED is a specialist Police Unit dedicated to tackling Insurance Fraud. I provided intelligence when requested. I attended seminars and workshops on a regular basis to maintain my knowledge and expertise to assist other colleagues. I was the main point of referral for complex queries in the Policy Validation Unit, dealing with internal staff and teams, and external suppliers such as Insurance Brokers. I was in charge of monitoring all non-injury Data Protection Requests from Third Party Companies. I monitored the number of incoming requests and am in charge of passing this out to individuals to respond. I checked all responses before they are issued to ensure we are responding within the requirements of the Data Protection Act (1998). On a daily basis I communicated to customers. I dealt with difficult situations with policy holders by phone, email and letter. I also had regular contact with other Fraud specialists across the Financial Industry.
I initially joined Provident Insurance (Covéa Insurance) in a telesales capacity. I proactively looked for a move to Customer Services to better employ my previous experience with dealing with the public in a service capacity. This role enabled to demonstrate other skills and competencies such as my attention to detail and basic data analysis. My role included day to day admin work, answering customer and broker queries, taking card payments and dealing with complaints.