Ina Konstanty-Berbig

• Maintained operational responsibilities from the previous role, ensuring seamless transition, process consistency, and alignment with financial goals.
• Led a team of 12 onshore and 5 offshore staff, overseeing operations, workflow management, and team performance.
• Enhanced team productivity by implementing efficient task delegation, time management strategies, and providing ongoing training and development.
• Fostered a positive, high-performing team environment, driving engagement and operational excellence.
• Collaborated closely with the Finance team to support and achieve core KPIs for the Financial Advisory division.

• Maintained core responsibilities from the previous role, ensuring continuity and operational excellence.
• Aligned financial processes across multiple departments, including Tax & Legal (T&L), Deals, and Private Clients (PC), in close collaboration with two Team Captains.
• Managed a team of five onshore staff and three offshore team members, overseeing day-to-day operations, workflow coordination, and performance management.

Billing Bot and IPower Project

• Collaborated with Billing Bot Product Manager to lead platform testing and QA, driving system enhancements and user experience improvements.
• Acted as the primary escalation point for queries, ensuring prompt resolution and exceptional user support.
• Facilitated formal training and personalized coaching to improve staff competency in user performance
• Regularly updated support materials and user documentation to align with evolving platforms standards and best practices.

• Approved client invoices in iPower on behalf of Partners.
• Created and approved adjustment notes in iPower based on requests from myView.
• Facilitated bulk job code changes and offshoring processes within iPower.
• Acted as liaison between Tax & Legal practice staff and internal departments such as Accounts Receivable and Finance.
• Served as the key contact for the T&L billing SDC team; provided training and led regular check-in calls to ensure process alignment.
• Recognized as the national subject matter expert for billing and iPower within the Tax & Legal practice; addressed help requests via myView.
• Identified and resolved high DSO (Days Sales Outstanding) issues by partnering with T&L Finance, Partners, and Managers to implement solutions.
• Facilitated the opening of Business Development T500/T900 and other non-billable job codes in iPower.
• Participated in platform testing and submitted system enhancement requests for iPower through appropriate channels.

MyView Project

• Collaborated with MyView Product Manager to lead platform testing and QA, driving system enhancements and user experience improvements.
• Acted as the primary escalation point for MyView billing queries, ensuring prompt resolution and exceptional user support.
• Facilitated formal training and personalized coaching to improve staff competency in billing procedures.
• Regularly updated support materials and user documentation to align with evolving platform standards and best practices.

• Processed billing requests across Service Team/Solution Set and National Tax & Legal queues, ensuring accuracy, compliance, and alignment with financial KPIs.
• Oversaw the end-to-end billing cycle, including drafting, code hygiene reviews, marketing code management, and billing finalization within risk and procedural guidelines.
• Monitored and maintained WIP (Work-In-Progress) balances through regular billing reviews with practice staff, identifying discrepancies and implementing corrective actions.
• Prepared and analyzed aged debtor reports, tracked collections progress, escalated delinquent accounts, and coordinated directly with Accounts Receivable to resolve outstanding invoices.
• Supported cash flow management by applying debtor provisions accurately and ensuring timely billing and collections activities in line with monthly targets.
• Maintained and updated financial systems (iPower) data to reflect accurate billing, WIP, and debtor status, serving as a subject matter expert for system functionalities.
• Facilitated handovers for portfolio transitions, ensuring timely timesheet completion, expense submissions, and accurate project billing transfers.
• Provided operational support to Service Teams and Solution Sets by proactively resolving billing, WIP, and cash-related issues, ensuring smooth financial processing and month-end close.

Outsourcing Project (Administrative Processes)

• Contributed to defining and delivering key requirements during the planning phase of the outsourcing project.
• Co-created detailed guidelines and manuals for step-by-step administrative processes to support the transition.
• Delivered training sessions to the external offshore team based in India, ensuring a smooth knowledge transfer.
• Monitored and guided both onshore and offshore teams throughout the transition and change management process, ensuring alignment with project goals.

• General office and reception duties
• Taking and processing bookings for training
• Coordinating training schedule
• Organizing travel arrangements for trainers
• Taking, processing and arranging delivery of sales equipment
• Purchasing of training suppliers and sales equipment
• General Bookkeeping (A/P & A/R)
• PA duties for Branch Manager

• General reception duties
• Processing customer orders
• Data entry
• Organizing freight
• Switchboard

• Administration
• Processing incoming / outgoing customer offers / orders
• Organizing dispatch arrangements local and overseas
• General reception and office duties
• PA duties
• MYOB
• Quotes / orders / invoicing
• Account receivables / payables
• Reconciliation
• Data entry
• Supply Management
• Coordinating and securing supply flow incl. import supply
• Created and implemented a new ordering & stock control system
• Stock control and handling

• Planning, design, preparation, conduct and review of company events: including Global Management Conference, key client events, employee seminars and events up to 6000 people
• On-site project management of events
• Coordination of external service providers
• Provision of Event Management services to other functional departments and business units
• Responsibility for budgets and project cost control

• Planning, organizing, managing and implementing quality controls for the seminars and day events from initial contact
• Responsible for administration and project coordination of Management Development Programs on an ongoing basis
• All on-site event management
• Independently researching and organizing speakers, collating and processing speaker seminar information and maintaining speaker database
• Researching and maintaining client relationships and maximizing sales opportunities
• Post event administration account payable and receivable
• Supporting and providing conceptual input into the optimization of IT tools and internal processes
• Organizing all accommodation requirements for the entire Business between 02/2002 and 06/2003