Summary

Overview

Work History

Education

Skills

Certification

Timeline

Jessica Nelson

Medowie,NSW

Summary

Detail-oriented team member with strong organization and communication skills, passionate about connecting with individuals from diverse backgrounds. Extensive knowledge for working within the NDIS and accounts administration, advocate for inclusion of neurodivergents within the working environment, empathy and lived experience.

Experienced with managing diverse client portfolios and optimizing financial solutions. Utilizes effective communication and negotiation skills to foster strong client relationships. Knowledge of financial regulations and compliance standards, ensuring accuracy and integrity in all transactions.

Overview

years of professional experience

Certification

Work History

Accounts Manager

Journe Pty Ltd

01.2024 - Current

Process NDIS Invoicing and bulk claims through PRODA/CRM NDIS Portal
Extensive PACE and PRODA knowledge and experience
Recouped over $200k in outstanding NDIS claims over the space of 12 months
Invoicing for COS, Support Work and BSP services
SCHADS award implementation
Maintain and reconcile accounts payable/receivable in Xero
Liaise with external stakeholders including Accountants, Coordinator of Supports, Therapists
Work closely with the Director of the business in forward business planning
Reconcile and process contractor payments/payroll on weekly basis
Maintain multiple platforms for monitoring of accounts receivables
Ensure participants funding is not exhausted prior to plan end date
Understand NDIS Pricing Guide and engage alternate line items for services delivered
Assist Coordinator of Supports with managing plan funding
Collaborated with purchasing department to reconcile vendor invoices and facilitate payments.
Increased account profitability by identifying areas for cost reduction without sacrificing quality or service levels.
Collaborated with sales teams to identify new opportunities, driving revenue growth.
Streamlined account management processes for better organization and time management.
Researched and initiated improved software for business
Supported transition from sole trader to Company
Maintained comprehensive client records within CRM systems, ensuring accurate tracking of interactions and facilitating effective follow-up activities.
Boosted client satisfaction by effectively managing accounts and addressing concerns promptly.
Monitored NDIA industry trends to inform account strategy adjustments for maximum effectiveness.

Client Liaison Officer

My Plan Support

01.2021 - 01.2024

As an NDIS Plan Manager my main responsibility was to help participants manage the financial aspects of their NDIS Plans. This included tasks like budgeting, tracking spending, paying invoices, and providing regular financial reports. Essentially, I handled the administrative and financial burden of the plan, allowing participants to focus on the support and goals of the plan.
Ensuring plans are being implemented as intended. This included ensuring funds were being spent in accordance with the plan.
Extensive knowledge of the NDIA and the PAPL;
Collaborated with internal teams to develop customized solutions that addressed unique client challenges.
Trained new hires on company policies, procedures, and best practices for optimal performance in their roles as Client Liaison Officers.
Enhanced company reputation by consistently delivering high-quality solutions tailored to client needs.
Supervised team members when needed during peak periods or absences, delegating tasks effectively while providing guidance and support.
Built strong relationships with clients through regular communication and excellent customer service.

Bookkeeping Contractor (P/T)

Sydney Civil Communications

01.2019 - 01.2021

Responsible for undertaking verbal and written debt collection procedures in accordance with organisational systems
Negotiated, executed and monitored debt recovery payment plans with maximum terms of 6 months
Compiled and forwarded non-compliant payment plans to debt recovery agency; liaised with agency personnel regularly
Coordinated novated leases for new employees in accordance with remuneration and benefit structures
Utilised MS Excel and alpha numeric keystroking skills to accurately track and reconcile quarterly expenditure for BAS; MS Word to coordinate events, prepare debt recovery documentation, create policies and training manuals
Identified and troubleshot financial discrepancies utilising MS Excel and bank statements
Managed personal expenditure and administration for Managing Director as required
Organised and co-ordinated corporate events and workshops in accordance with directives and budgetary outlines
Project: - State of Origin (2019) Jun 2019
Organised travel, accommodation, corporate box, food and beverage for 40 participants consisting of clients and employees; thereby increasing customer and employee engagement
Key Achievements
Successfully cleared one financial year of backlogged debts; with an estimated value of $100K within 2 months of commencement through proactively pursuing clients with a positive yet resolute approach; specifically achieved $50K recovery in the first month, $40K in the second and referred $10K to debt collector
Cleared one financial year of backlogged data entry within 6 months of commencement and kept current for the remaining 3 months of contract
Increased organisations financial position by 30% within 6 months of commencement
Approached by Managing Director and presented with permanent employment contract offer due to ones’ diligence, key results and consequential increased efficiency and financial solvency for organisation as a result of same
Developed and refined finance, accounting, executive administration, event management, system development, debt collection and records management skills and knowledge

Retail Assistant

Early Settler (Rutherford)

01.2013 - 06.2014

Responsible for the provision of customer service engagement and sales in accordance with corporate strategies
Managed cash float, reconciled cash and Eftpos transactions at completion of day; identified and resolved discrepancies
Facilitated Store Manager in the recruitment, selection, induction and training of Retail Assistants
Provided customer service and POS training to new and existing employees on a monthly basis; small groups
Liaised with 54 national stores via telephone, to locate, co-ordinate and schedule inter-store delivers for customers
Conducted stock-take procedures on a weekly and monthly basis; identified, examined and resolved discrepancies within ones’ capacity - referred to management for review and investigation as required
Developed and maintained professional relationships with key stakeholders including Store Managers, State Manager, Executive Management, National Finance Manager, HR Manager, Head Office Personnel and Retail Assistants
Project: - Training Material Revitalisation, 3 Months Month - Year
Revised and revitalised national training material to enhanced employee engagement and utilisation of material
Key Achievements
Decreased turnover by 50% within 6 months of opening store; attained & retained nil turnover for following 12 months
Increased employee competence and engagement through the provision of customer service and POS training
Assisted in the fit-out, opening and management of new store and personnel in the Hunter region
Cultivated front line management, fit-out, recruitment and selection, training, stock-take, key stakeholder management and employee engagement skills and knowledge

Assistant Accountant

Mai-Wel Group

01.2011 - 12.2012

Accountable for processing fortnightly payroll for 100 employees; generating associated reports utilising Saral PAYPack
Calculated, recorded, processed and amended state award entitlements (6 awards) and deductions
Carried out 4 bank reconciliations per day; utilising internal accounting software and organisational systems
Generate end of month reports including general ledger, bank reconciliation and payroll utilising MS Excel and accounting software
Developed and maintained professional relationships with key stakeholders inc. clients, colleagues and management
Project:- Saral PAYPack Implementation, 4 Months Jun 12 – Sept 12
Backed up and installed payroll data to Saral PAYPack; functionalities incorporated troubleshooting and problem-solving system errors, providing 1 on 1 training to 3 end users and ensuring minimal disruption to business operations.
Project:- Annual Fund Raising Events
Facilitated in the co-ordination, organisation and hosting of 4 annual fundraising events per annum including the Great Debate and client Ball. Functionalities incorporated securing sponsorship and donations, decorating venues, communicating and interacting with clients, suppliers and management
Key Achievements
Successfully achieved $25K in donations per annual fund-raising event
Increased payroll processing efficiency by 75% as a consequence of implementing Saral PAYPack
Developed and refined training, payroll, finance, accounting, event management, fundraising, community support services skills and knowledge

Education

Certificate IV - Business (Front Line Management)

Bannister Technical Pty Ltd

01.2007

Diploma - Accounting

Hunter Institute of TAFE

01.2006

Skills

Accounting and Financial Management
Coaching and Mentoring
Fund Raising
Judgement and Decision Making
Mathematics – Numerical Reasoning
Negotiation and Influencing
Record Management
Sales and Marketing

Software (MS Word, MS Excel)
Software (Xero, Astalty)
Supervision (5) and Leadership
System Analysis and Development
Time Management
Training (1 on 1 and Small Groups)
Troubleshooting
AP and AR management

Certification

Health and Safety Training, Certificate, 1 Day 2013 SAI Global
Managing Multiple Tasks, Priorities and Deadlines, Certificate of Completion, 2 Days 2012 Merc Training and Consulting
MS Excel and Spreadsheets Training, Certificate, 1 Day 2011 Nexacu Software Skills Training
Ongoing Administration and Reception Training 2004-2008 Harbourside Haven
Working with Children Check, Paid and Unpaid Capacity, WWC1802575V Exp. 2024

Timeline

Accounts Manager

Journe Pty Ltd

01.2024 - Current

Client Liaison Officer

My Plan Support

01.2021 - 01.2024

Bookkeeping Contractor (P/T)

Sydney Civil Communications

01.2019 - 01.2021

Retail Assistant

Early Settler (Rutherford)

01.2013 - 06.2014

Assistant Accountant

Mai-Wel Group

01.2011 - 12.2012

Diploma - Accounting

Hunter Institute of TAFE

Certificate IV - Business (Front Line Management)

Bannister Technical Pty Ltd

Jessica Nelson

Summary

Overview

Work History

Accounts Manager

Client Liaison Officer

Bookkeeping Contractor (P/T)

Retail Assistant

Assistant Accountant

Education

Certificate IV - Business (Front Line Management)

Diploma - Accounting

Skills

Certification

Timeline

Accounts Manager

Client Liaison Officer

Bookkeeping Contractor (P/T)

Retail Assistant

Assistant Accountant

Diploma - Accounting

Certificate IV - Business (Front Line Management)

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