Joeann Smith
Wodonga,VIC
Summary
Experienced Asset Manager offering 5+ years' experience in field and demonstrated track record of accomplishment. Successful at developing and implementing procedures, directing trades and reviewing security valuation policies. Gifted communicator, presenter and negotiator with diplomatic and personable nature. Strong relationship-building, organizational and decision-making skills.
Overview
24
24
years of professional experience
Work History
Senior Asset Manager
Kirinari Community Services
LAVINGTON
09.2018 - Current
- Coordinated with external auditors during audit process for review of asset records.
- Developed strategies to maximize return on investments and reduce risk exposure.
- Provided guidance on asset allocation models based on individual goals or objectives.
- Collaborated with other departments such as finance and business development to ensure timely completion of transactions related to assets.
- Identified areas for cost savings by analysing current spending patterns related to assets.
- Created processes to ensure accurate tracking and reporting of all assets under management.
- Conducted research on potential investments and presented recommendations to senior management.
- Met with investors to determine investment goals or discuss investment strategies.
- Conducted reviews and evaluations for cost-reduction opportunities.
- Checked transactions and reporting for compliance with regulatory standards and investigated discrepancies.
- Maintained current understanding of applicable regulations and laws to ensure Assets in compliance with legal standards.
- Ensured compliance with regulatory requirements and internal policies related to assets.
- Assisted in the preparation of budgets for capital expenditures and operational costs associated with assets.
- Performed due diligence on potential acquisitions prior to making final decisions.
- Managed portfolio of $28m+ assets with wide range of customers for organisation.
- Negotiated terms of agreements with external vendors and partners.
- Understood and followed oral and written directions.
- Collaborated with others to discuss new opportunities.
- Worked successfully with diverse group of coworkers across all levels of the organisation to accomplish goals and address issues related to our assets and services.
- Assisted with customer requests and answered questions to improve satisfaction.
- Prioritised and organized tasks to efficiently accomplish service goals.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Modified existing software systems to enhance performance and add new features.
- Identified needs of customers promptly and efficiently.
- Collaborated with cross-functional team to define features and build relevant and easy-to-use products and customer-facing workflow tools.
- Delivered products to customer locations on time.
- Completed day-to-day duties accurately and efficiently.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
Director
Tri for Me Fitness
10.2014 - 12.2018
- Event Management of Triathlon camps for woman, providing coaching and mentoring
- Managing budgets, venues, guest coaches and arranging sponsorship from different companies within the sporting industry
- Reporting of all ATO obligations, completing Business Activity Statements and arranges public liability and insurance
- Markets triathlon using social media including Facebook, Instagram, Blogs and online newsletters
- Mentoring during triathlon camps, two to three over a tri season in Canberra and Albury
- Ambassador for SOAS Racing having worked inconjunction with SOAS Racing in promotion of their product during Triathlon events for Women
- Accredited Triathlon Development Coach - endorsed by Triathlon Australia
Marketing Business Manager
INtelephony Pty Ltd & INtelephony IT Pty Ltd
05.2006 - 09.2018
- Marketing of both companies (social media and standard advertising means)- INtelephony Pty Ltd & INtelephony IT Pty Ltd
- Assistance for technicians during busy periods to program phone systems
- Recording AA or voicemail messages for companies including Fairfax Media
- Oversee staff, going to worksites to do conduct quality control checks
- Assist technicians on large PABX installations
- Provide training to clients on how to use the new systems installed, providing technical assistance over the telephone where possible, calling in technicians if needed
- Use QuickBooks and CRM to run six monthly reports for NSW procurement reporting on all services sold to the NSW Government and prepare reports to NSW government standards
- Develop monthly reports by department to track monthly financials versus budget
- Forecast budget based on previous financial years, accounting ratios and trends for IT department, technical department, sales, purchasing, training and payroll
- Handle all complaints which come through the company, remaining calm and professional, advising client of the situation and what can be done to assist and if unable to assist immediately, being open and upfront with the client and advising when someone will be able to assist them
- Procurement and stock control of all company assets and inventory including supply and negotiations
- Manage company financials, including all ATO reporting and preparation of company figures for yearly company tax return
- Workplace Health and Safety officer - performing WHS checks both on worksites and within company office
- Ensuring all safety equipment is routinely checked and monitored for the safety of the staff
- Tracking of employee inductions for different companies such as MARS, Visyboard, Coles Myer to ensure staff and contractors keep their online inductions up to date
- Attending courses and webinars regularly especially for WHS to ensure company is up to date with a changing safety environment
- Member of AHRI the governing body for Human Resource Management
- Developed all company policies and procedures including standard operating procedures and quality procedures
- Reporting annually all relevant government reports - Work cover and Payroll tax reconciliations for both NSW and Victoria
- Payroll and Superannuation reporting.
Business Manager
INtelephony Pty Ltd, INtelephony IT Pty LTd & 3 Cee Unit Trust
01.2006 - 09.2018
- Project management of Australian wide Communication & Information Technology for corporate, businesses, individuals, shires, health, and Government organisations
- Management of projects up to $500,000
- Provide excellence in customer service through either telephone or face to face
- Management of two companies, INtelephony and 3CEE, undertaking all relevant bookwork including accounts payable and receivable, using QuickBooks for all accounting
- Workforce Management of 11 technicians through the company's CRM package.
Director
MJ's Bakery
01.2000 - 01.2006
- Management of company financial records, reporting to ATO and providing company accountant with all relevant financial documentation
- Management of 3 bakery venues including a café in Tasmania
- Provided excellence in customer service attending to customers promptly and ensuring their orders were delivered in a timely manner
- Management of staff members including allocation to the most appropriately skilled staff
- Processed payroll for up to 40 staff members including casuals and ensuring superannuation and WorkCover were accounted for
- Stock control
- Wholesale of baked goods to companies within the Albury/Wodonga region
- Providing delivery within agreed timeframes
- Working in a team environment, willingly assisting other team members wherever needed
- Provided Training to all new staff members on all aspects of the bakery including Workplace Health Safety and Food Safety Standards
- Baked pastries, breads, cakes and Wedding Cakes abiding by Food Safety and hygiene regulations
- Ensured bakery was kept to Environmental Health standards with all documentation reported as per government requirements.
Education
BBA - Business Manager
Federation University
Ballarat, VIC11-2014
Skills
- Advanced Skills Microsoft Office Suite
- BMS
- Google Docs
- Multiple Accounting software systems
- CRM
- Health Management Systems
- Social Media - Marketing
- Project Management
- Information Technology
- Service Delivery
- High Level Communication, Verbal, Written
- Prioritising
- Client Service
- Development Coach Triathlon Australia
- Analyses and Develops Strategies
- Budget Forecasting
- Government Reporting
- Report Writing
- Multi-Tasking
- Excellent Systems Knowledge
Accomplishments
- Certificate of Achievement - Integrated Data Consultant
- Certificate of Achievement - Next GTM Certification
- Certificate of Achievement - Mobile/Wireless Consultant
- Certificate of Achievement - Voice Systems Consultant
Professional Development
- Bachelor of Applied Management
- Advanced Diploma of Management
- Diploma of Management
- Certificate in Commercial and Office Fundamentals
- Cert IV Clinical Coding
- Accredited Triathlon Development Coach
References
- Leah Owen, Project Manager, Microsoft, 0420 374 025
- Julianna Phelps, CEO, Towong Shire
- Paddianne Archdale, CEO, Kalianna Enterprises, 0488 011 627
Affiliations
- Strong community based personality. Life member of local triathlon club with over 20 years on the committee as a volunteer. Passionate advocate for women in sport being gifted the opportunity to meet the Governor General of Victoria for my contribution to women's sport.
Timeline
Senior Asset Manager
Kirinari Community Services
09.2018 - Current
Director
Tri for Me Fitness
10.2014 - 12.2018
Marketing Business Manager
INtelephony Pty Ltd & INtelephony IT Pty Ltd
05.2006 - 09.2018
Business Manager
INtelephony Pty Ltd, INtelephony IT Pty LTd & 3 Cee Unit Trust
01.2006 - 09.2018
Director
MJ's Bakery
01.2000 - 01.2006
BBA - Business Manager
Federation University
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