Lisa Koshy
Berwick
Summary
A highly motivated and detail-oriented professional with extensive experience in bookkeeping, finance, and NDIS claims administration. With over three years working in the field, I have built strong skills in financial management, claims processing, and administrative support within the NDIS system. I am adept at handling all aspects of NDIS claims, from reconciling participant funding to ensuring compliance with pricing guidelines. My approach is precise and efficient, with a strong focus on accuracy in invoicing, payment processing, and financial reporting. In addition to my technical skills, I am committed to problem-solving and continually seek opportunities to streamline workflows and enhance service delivery.
Tech-savvy innovator with hands-on experience in emerging technologies and passion for continuous improvement. Skilled in identifying opportunities for technological enhancements and implementing effective solutions. Adept at leveraging new tools and methods to solve problems and enhance productivity. Excels in adapting to fast-paced environments and driving technological advancements.
Overview
17
17
years of professional experience
Work History
Claims and Admin Officer
NIB
11.2024 - Current
- Process and submit NDIS claims through the NDIS MyPlace Portal, ensuring accuracy and compliance with funding guidelines.
- Review and verify invoices, service agreements, and supporting documentation before claim lodgment.
- Monitor claim statuses and follow up on outstanding or rejected claims to ensure timely resolution.
- Investigate claim discrepancies and coordinate with providers, participants, and NDIA representatives to resolve issues.
- Ensure claims align with participant plans, budgets, and approved services under NDIS pricing arrangements.
- Ensure compliance with NDIS Quality and Safeguards Commission guidelines and internal policies.
Data Processor
Maple Plan
01.2023 - 10.2024
- Managing and processing Plan Management system data entry
- Maintaining and monitoring data spreadsheets.
- Maintaining sound knowledge of the NDIS, the NDIS Price Guide, and Plan Management
- Responding to phone and email inquiries in a professional, friendly, and timely manner
- Record keeping and assisting with this process.
- Assisting and supporting the Plan Manager in Plan Management processes as well as other tasks and duties as required
- Multi-tasking as required by the process, including submission and processing activities.
Credit Officer (Accounts Receivable)
RGF Staffing
09.2022 - 12.2022
- Perform day-to-day financial transactions and record data.
- Processing progress claims and payment schedules
- End-of-month reconciliations and reporting
- General administration duties, as required
- Addressing client queries timely and assisting the Resolutions team as required
Data Processor
Maple Plan
07.2021 - 08.2022
- Managing and processing Plan Management system data entry
- Maintaining and monitoring data spreadsheets.
- Maintaining sound knowledge of the NDIS, the NDIS Price Guide, and Plan Management
- Responding to phone and email inquiries in a professional, friendly, and timely manner
- Record keeping and assisting with this process
- Assisting and supporting the Plan Manager in Plan Management processes as well as other tasks and duties as required
Data Entry Operator
Pearson
05.2021 - 06.2021
- Entering data into the internal database with high accuracy and speed.
- Walking through data to ensure consistency with internal records.
- Respond to queries for information and access relevant files as requested by the seniors.
- Check the data and reconcile for any errors.
- Achievements: Succeeded in entering all the data with high accuracy and speed within the time limit.
Office Administrator
Mulamoottil Central School
06.2018 - 10.2019
- Responsible for daily entry of accounting transactions
- Work on preparing financial statements.
- . Maintained the school records
- Maintained fixed asset inventory.
- Achievements: Commended for delivering tasks before month-end closing.
Tech Support
Mphasis
02.2009 - 02.2011
- Act as the primary point of contact for customers and internal sales teams regarding questions relating to renewal pricing, HP Software product migrations, policies, etc.
- Work directly with the Escalation manager, providing highly technical analysis of the issue.
- Found the origin of technical errors and realized quick solutions.
- Worked with users resolving software and hardware problems in proficient manners.
- Overview of role in 1 to 2 lines
Education
Certification IV - Accounting and Bookkeeping
Holmesglen
Bachelor - Electronics and Communication Engineering
Oxford College of Engineering
MYOB and XERO certification - undefined
TAFE Career Academy
01.2020
Skills
- MYOB
- XERO
- Leadership
- Bookkeeping
- Documentation and control
- Training and coaching
- Procedure development
Timeline
Claims and Admin Officer
NIB
11.2024 - Current
Data Processor
Maple Plan
01.2023 - 10.2024
Credit Officer (Accounts Receivable)
RGF Staffing
09.2022 - 12.2022
Data Processor
Maple Plan
07.2021 - 08.2022
Data Entry Operator
Pearson
05.2021 - 06.2021
Office Administrator
Mulamoottil Central School
06.2018 - 10.2019
Tech Support
Mphasis
02.2009 - 02.2011
Bachelor - Electronics and Communication Engineering
Oxford College of Engineering
MYOB and XERO certification - undefined
TAFE Career Academy
Certification IV - Accounting and Bookkeeping
Holmesglen
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