JYOTHI DUVVURI KONDAGUNTURI
Strathtulloh,VIC
Summary
Highly motivated and versatile professional with a strong passion and vibrant personality, equipped to take on new challenges and excel in various endeavors. Focused problem solver and facilitator with a natural ability to build trust with team members and customers. Proven track record of meeting deadlines, multitasking, and effectively engaging with clients and key stakeholders. Committed to providing innovative solutions with a winning attitude.
Overview
17
17
years of professional experience
Work History
Invoice Processing Specialist
Plan Partners
03.2022 - Current
- Ensured accurate assistive technology and consumables invoice processing conformed to policy requirements, handling complex transactions in a timely manner.
- Served as primary liaison for internal and external stakeholders to ensure seamless communication.
- Documented and centralized critical records from healthcare professionals and government agencies.
- Enhanced efficiency in daily tasks via roster management at various priority levels with key attention to detail.
- Generation of detailed reports through CRMs and MS office programs to facilitate key insights to support decision making.
- Undertake quality reviews in relation to internal quality assurance and continuous improvement.
Data Entry Administrator
Plan Partners
02.2018 - 03.2022
- Optimized invoice processing systems to ensure compliance with corporate regulations.
- Skilled at policy interpretation, ensuring customers receive optimal benefits from allocated funds.
- Integrated new service providers while overseeing service agreements, handling reimbursements and monitoring plan budgets consistently.
- Assist Service Providers with daily guidance.
- Delivered on-call and email communication with service providers regarding payments, rejections, policies, and regulations.
- Addressed billing discrepancies to ensure compliance and streamline resolution processes.
- Assist in internal audits, train and upskill new members in the team
Accounting & Administrative Coordinator
Middle Park Toy Library
02.2014 - 01.2018
- Company Overview: Australia
- Implemented and administered day to day functions within the company including cash & membership accounts, toy lending, logistics & operations of the toy library, and procurement of new toys based on review of the stock in the library
- Coordinated with clients and members of the library in person and over the phone for all enquiries
- Assisted the treasurer to develop appropriate plans and strategies to attract new and existing members
- Managed membership databases in the Mi Base program and extensively used Microsoft Suite for the relation of letters and reports
- Registered and oriented new members into our system
- Over 150 new member accounts which exceeded the required KPIs
- Recommended appropriate membership plans based on customer financial needs
- Achieved high customer satisfaction and loyalty
- Represented the company at various Library Seminars
- Organised, planned, and effectively handled various sales manoeuvres
- Received excellent feedback from members and clients
- Australia
Assistant to Financial Planner Intern
Superchoice Financial Planners
06.2017 - 09.2017
- Company Overview: Australia
- Investigated and resolved discrepancies in monthly bank accounts while under tight deadlines
- Acquired extensive knowledge in navigating XPlan
- Researched and investigates various investment opportunities to fit into financial plans
- Explained and documented various details of the products we offered as well as feedback, procedures and referencing
- Collaborated extensively with auditors during preliminary and year-end audit processes
- Thoroughly reviewed financial statements and tax audits to correct any discrepancies
- Australia
Finance and Operations Manager
Elitser IT Solutions
08.2008 - 11.2008
- Company Overview: Philippines
- Handled accounts, cash and cheques while preparing for annual reports
- Prepared agendas and minutes for client meetings and general correspondence
- Coordinated between client requirements and the IT department to express all communication
- Designed PowerPoint presentations for monthly divisional meetings with top-level executives
- Served as a professional representative of the CEO to executive clients, investors and board members
- Supervised budget and event arrangements for the company's annual blue-chip clients
- Philippines
Education
Diploma - Financial Planning
Kaplan Professional
Melbourne, VIC10.2014
Skills
- Customer service- Understanding of customer’s needs, goals and personal circumstances in adherence to legislations and work place policies
- Higher understanding of needs and challenges in disability sector
- Strong verbal and written communication skills
- Excellent time and cross task management skills
- Purpose driven and adaptable
- Team leadership, collaboration and supervision
Accomplishments
1. Selected for annual Hero award nomination company wide for 2 consecutive years as demonstrated commendable customer outcomes.
2. Accolades by internal teams for assisting in timely complex invoice processing with accuracy.
Timeline
Invoice Processing Specialist
Plan Partners
03.2022 - Current
Data Entry Administrator
Plan Partners
02.2018 - 03.2022
Assistant to Financial Planner Intern
Superchoice Financial Planners
06.2017 - 09.2017
Accounting & Administrative Coordinator
Middle Park Toy Library
02.2014 - 01.2018
Finance and Operations Manager
Elitser IT Solutions
08.2008 - 11.2008
Diploma - Financial Planning
Kaplan Professional
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