Summary
Overview
Work History
Education
Skills
References
Timeline
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Imelda-lee Joe

Tarneit,Australia

Summary

Finance professional with extensive experience at Bega Group, specializing in leadership and project management. Demonstrated success in automating processes and improving team performance. Proficient in SAP 4 Hana and conflict resolution, driving efficiency and collaboration in high-pressure environments.

Overview

13
13
years of professional experience

Work History

Collections Inbound Team Lead

Bega Group - Docklands
Docklands
11.2023 - 05.2025
  • Conducted 1:1 meetings with team members to assess performance and manage workloads.
  • Prepared statistical reports for managers, facilitating data analysis and trend identification.
  • Presented monthly credit results during department meetings to inform strategic decisions.
  • Created schedules, assigned tasks, and monitored progress to optimize workflow efficiency.
  • Led successful Dunning project, automating Stop supply function for improved operations.
  • Trained and coached new staff, providing mentorship and support for professional growth.
  • Mediated disputes, resolving conflicts efficiently to maintain a harmonious workplace.
  • Managed customer credit accounts by addressing escalations and ensuring timely resolutions.

Accounts Officer

FBT Transwest - Altona
Altona
06.2023 - 10.2023
  • Executed account reconciliations and processed subcontractor payments efficiently.
  • Prepared and calculated subcontractors' deductions and on-charges in Excel.
  • Validated fuel invoices and generated PIN reports to reflect monthly revenue.
  • Managed processing of creditor invoices to ensure timely payments.
  • Conducted daily bank reconciliations to maintain accurate financial records.
  • Collected debts through proactive communication via phone and email.
  • Verified debtor payments and reconciled accounts to ensure accuracy.
  • Issued credit notes for incorrect charges and performed necessary adjustments.

Finance Officer (Billing)

Securitas Australia - Preston
Preston
02.2021 - 05.2023
  • Conducted monthly balance sheet reconciliations and prepared end-of-month billing reports.
  • Managed complex billing issues for large clients, including Amazon, Microsoft, and Facebook.
  • Liaised with Account Managers to address quotes, contracts, and other inquiries.
  • Validated data to meet specific billing requirements for major customers.
  • Allocated incoming payments accurately using remittances and invoices.
  • Presented month-end statistics to leadership and management teams.
  • Utilized MS Outlook, Excel, Teams, Navision, Oracle, Coupa, Ariba, JDE, and Power BI Reports effectively.

Billing and Revenue Specialist

Foodstuffs Ltd - Auckland
Auckland
03.2019 - 10.2021
  • Processed bulk-billing through system by verifying rates and promotions.
  • Corrected store promotions and regular rebates for accurate billing.
  • Completed projects efficiently based on operational needs.
  • Assisted in finalizing settlements and managing customer claims.
  • Reissued invoice copies and statements of accounts promptly.
  • Investigated, acted upon, and monitored key revenue and billing activities.
  • Utilized SAP 4 Hana, MS Outlook, Excel, and Teams for daily tasks.

Finance Officer

Ovato - Wiri Manukau
Wiri Manukau
03.2018 - 03.2019
  • Processed invoices, credit adjustments, and monthly rebates efficiently.
  • Applied and distributed revenue across distinct cost centers.
  • Prepared month-end credit reports, identifying losses to business.
  • Sent invoices to clients through email and postal services.
  • Handled queries and disputes professionally via email and phone communication.
  • Closed jobs and updated sales reports on a monthly basis.
  • Utilized systems including Translogix, SAP 4 Hana, MS Outlook, Excel, and Teams.

Billing Administrator

Linfox Transport & Logistics - Auckland
Auckland
06.2012 - 04.2018
  • Processed billing transactions accurately and efficiently within designated timelines.
  • Ensured all invoices were processed in accordance with established protocols.
  • Reconciled accounts and generated credit adjustments as necessary.
  • Sent invoices to customers via email to facilitate prompt payments.
  • Managed customer accounts, including debts and overdue invoices.
  • Utilized Truckmate and SAP 4 Hana for billing and account management.
  • Leveraged MS Outlook, Excel, and Word for communication and reporting tasks.
  • Navigated DHL portal for logistics and shipment tracking.

Data Entry Administrator

Linfox Transport & Logistics - Auckland
Auckland
06.2012 - 04.2018
  • Validated drivers’ runs to ensure all necessary documents were attached.
  • Processed job tracking reports with accuracy and attention to detail.
  • Scanned runsheets and proof of delivery documents into portal before filing.
  • Confirmed deliveries through collaboration with customer service department.
  • Managed incoming inquiries via phone and email to provide timely responses.
  • Provided comprehensive administrative support across office operations.
  • Utilized Truckmate, SAP 4 Hana, MS Outlook, Excel, Word, and DHL portal effectively.

Education

Advanced Diploma - Leadership & Management

Monarch Institute
Melbourne, VIC

Certificate & Diploma - Accounting

The Career Academy
Melbourne, VIC

Diploma - Business Management & Supervision

NZMA
Auckland New Zealand

Certificate & Diploma - Business Administration

NZMA
Auckland New Zealand

High School Diploma - NCEA L1,2 & 3

James Cook High School
Auckland New Zealand

Skills

  • SAP 4 Hana
  • CRM systems
  • CX-One telephony
  • Power BI reporting
  • Power PDF advanced
  • Westpac payments
  • Microsoft Office suite
  • Comm Bank reconciliations
  • Translogix management
  • BP fuel management
  • Leadership development
  • Performance management meetings
  • Statistical report preparation
  • Monthly credit presentations
  • Task scheduling and assignment
  • Project leadership - Dunning automation
  • Staff training and coaching
  • Interviewing and feedback provision
  • Process improvement contributions
  • Conflict resolution mediation

References

Available upon request., No notice period required, Available to start immediately.

Timeline

Collections Inbound Team Lead

Bega Group - Docklands
11.2023 - 05.2025

Accounts Officer

FBT Transwest - Altona
06.2023 - 10.2023

Finance Officer (Billing)

Securitas Australia - Preston
02.2021 - 05.2023

Billing and Revenue Specialist

Foodstuffs Ltd - Auckland
03.2019 - 10.2021

Finance Officer

Ovato - Wiri Manukau
03.2018 - 03.2019

Billing Administrator

Linfox Transport & Logistics - Auckland
06.2012 - 04.2018

Data Entry Administrator

Linfox Transport & Logistics - Auckland
06.2012 - 04.2018

Advanced Diploma - Leadership & Management

Monarch Institute

Certificate & Diploma - Accounting

The Career Academy

Diploma - Business Management & Supervision

NZMA

Certificate & Diploma - Business Administration

NZMA

High School Diploma - NCEA L1,2 & 3

James Cook High School
Imelda-lee Joe