Karen Lee Ann Baker
Surfers Paradise,QLD
Summary
Dynamic professional with extensive experience as a Senior PA at KPMG, excelling in diary management and stakeholder engagement. Known for attention to detail and a customer-centric approach, I effectively coordinate complex travel arrangements and events, ensuring seamless operations. Proficient in Microsoft Office, I am reliable and dedicated to achieving organizational goals.
Overview
25
25
years of professional experience
Work History
Sales Assistant
BWS
11.2023 - 01.2025
- Report to Manager and work within a team of four
- Greeting customers and assisting with queries
- Handling cash/ EFT sales
- Accounting for cash and POS declaration at the end of shift
- Accounting weekly of all monies left in the Main Safe and post to Proseguer banking system
- Moving of all stock to shelves, fridges or storage on a weekly basis
- Call out to other stores who are short staffed.
Senior PA to Partners- Deals, Legal & Tax
KPMG
08.2019 - 02.2022
- Report to 3 partners in DLT
- Diary management to Senior Partner and across schedules of other partners
- Responsible for expenses, time sheets and billing services
- Familiar with SAP, Concur and Serko systems
- Use of docusign & docushare filing systems
- Organise US Tax Roadshows – booking of rooms, catering, 1:1 client meetings
- Booking interstate and international travel and car services
- Organise internal team events and ad-hoc requests as required
PA to CEO
R.M. Williams
01.2017 - 10.2018
- Company Overview: Iconic retail company known for its customer service and world-class products.
- One on one role in this team dynamic retail iconic company.
- Privy to all correspondence, replying to dignitaries, government and entertainment industries.
- Customer service is of the heart of this company and passion to deliver a world class product.
- Extensive diary management for CEO and across schedules of direct reports.
- Management of correspondence for the CEO (written, verbal, phone)
- Extensive management of international and interstate travel :- (Singapore/UK/USA/Copenhagen/India)
- Monitor visas, appointments and travel documents.
- Set up and connect with Directors for Board Meetings
- Minutes of Leadership Team meetings
- Process CEO expenses and approve expenses for direct reports
- Policy and guidelines to be monitored on travel and expenses
- Coordination of strategy offsites, inhouse and social events
- Management of general office maintenance
- Utmost confidentiality
- Attend to personal matters for home and family.
- Iconic retail company known for its customer service and world-class products.
PA to CFO Wealth Management Advice and CFO Colonial First State
Commonwealth Bank
Sydney, Australia
02.2004 - 08.2016
- Company Overview: Financial services organization with a focus on wealth management.
- The businesses were managed separately when I started in 2004 and I was fortunate to work for the respective CFO’s of those businesses over the years.
- In 2010 the businesses reunited under one CFO and later for compliance purposes a restructure was undertaken to separate the entities reporting to two separate CFO’s in December 2014.
- This restructure encompassed the increase of our team to 50 people which also included the addition of a Business Intelligence & Analytics team.
- This endeavour was to set in motion a process of transferring manual processes within the financial services areas to automation reporting.
- Extensive diary management and pivotal support for 7 Executive Managers
- Broad stakeholder to the businesses and to our external partners
- Minutes of management and steering group meetings
- Travel itineraries; HR administration; manage IT equipment; organise team offsites & functions (internal and external) and team representative for reward and recognition
- Financial services organization with a focus on wealth management.
PA to EGM Customer Service NSW
AAPT Telecommunications
Sydney, Australia
05.2003 - 12.2003
- This position was an all round position where I worked closely with the EGM.
- Was completely involved providing insight to changing circumstances and worked autonomously where I was a direct point of contact for all daily enquiries.
- Organise road shows and travel with EGM on regional tours
- Compile reports, road show handouts and PR flyers
- Flight and car arrangements following a rigid travel format to attend various appointments and functions.
- Minutes of meetings
- Central point of contact for direct reports
- Telephone, messaging and diary management.
- Extensive time management of EGM’s diary and daily enquiries
- Attend to personal/family matters when required
PA to Managing Director
David Logistics
Sydney, Australia
02.2002 - 04.2003
- Company Overview: Small family logistics company with a focus on international operations.
- Working for a small family company and a team of four in Sydney.
- Bangkok was our start up head office and further growth was pursued in a joint venture with an Indonesian logistics and distribution company.
- The MD and his staff extensively travelled to help build direction and growth in the businesses.
- This entailed broad and encompassing travel itineraries and accommodation not only for our staff, but welcoming dignitaries and coordinating appropriate entertainment while they visited our shores for business and relaxation.
- Extensive communiqué with Directors in Bangkok & Indonesia and challenging travel itineraries
- Compilation of Logistic reports
- Maintenance of filing and updating of overseas reports
- Extensive travel itineraries for MD and management team
- Attend to personal/family matters when required
- Small family logistics company with a focus on international operations.
PA to General Manager
Leda Holdings
Milsons Point, Australia
11.1999 - 12.2001
- This position entailed working closely with the GM and co-ordinate between the Commercial and Retail project managers with various buildings in the Managing Directors portfolio.
- This entailed cost flows which required managing deadlines, future projections and turn around on completion dates as well as documenting rent roll on various commercial properties in the city.
- Collaboration with the building managers and their assistants for insight to report to the GM at weekly meetings.
- Telephone screening and diary management
- Collating of all in-house reports from Property Managers
- Tracking the flow of information with external parties: Banking, Lawyers, Council & Real Estate Industry bodies
- Feasibility and budgets for construction/development of commercial/retail/industrial properties
- Point of contact for property managers and their staff
- Confidence in written and verbal communication
- Minute taking
- Organisation of functions (internal & external)
Education
High School Diploma -
Balmoral State High
Brisbane, QLDSkills
- Professional business mindset and presentation
- Attention to detail
- Customer service
- Evaluate changing circumstances
- Autonomous action
- Diary management
- Time management
- Microsoft Office (advanced)
- People management
- Friendly and approachable manner
- Goal setting
- Reliable and responsible
- Retail Industry Trends
- Team cooperation
- Documentation and reporting
- Money management
- Honest and dependable
References
Professional references provided upon request
Timeline
Sales Assistant
BWS
11.2023 - 01.2025
Senior PA to Partners- Deals, Legal & Tax
KPMG
08.2019 - 02.2022
PA to CEO
R.M. Williams
01.2017 - 10.2018
PA to CFO Wealth Management Advice and CFO Colonial First State
Commonwealth Bank
02.2004 - 08.2016
PA to EGM Customer Service NSW
AAPT Telecommunications
05.2003 - 12.2003
PA to Managing Director
David Logistics
02.2002 - 04.2003
PA to General Manager
Leda Holdings
11.1999 - 12.2001
High School Diploma -
Balmoral State High