Kaya Talma-Doherty

• Reviewing systems performance and identifying system issues and assist in rectifying as needed
• Managing system upgrades with the IT department
• Designing and implementing internal system controls (preventative and detective) to provide quality assurance over financial data
• Reviewing all financial systems policies and procedures
• Collaborating with IT and financial staff to meet business requirements
• Troubleshooting and fixing finance-related system issues
• Training and supporting finance team members in the use of financial systems and procedures
• Working with the IT team to design delivery schedules for systems development
• Communicating and influencing senior stakeholders as needed
• Maintenance of system control records for Client, Insurers, agents, commission, currencies, statutory charges, risk classes)
• Maintenance of bank accounts held within the system
• Maintenance of Company structures
• Maintenance of debtor and creditor records inline with Compliance needs
• Assist in preparation of reports from the system for project or ad hoc requests such as Stamp Duty audits
• Assist in preparations of file for APRA reporting and preparing for loading of daily rate file from the RBA
• Liaising with the IT departments with Accounting requirements for projects such as schemes, websites, broker transitions and other system migrations
• Assisting internal clients in processing transactions with foreign insurers or discretionary trust components
• Approval of certain system function such as Accounting processes for new users or amendments where required
• Assist in system preparations of National income budget for internal client input
• Assist accounting staff with system accounting entries
• Assist in system printing of invoices and closings
• Assist IT department with financial based queries
• Maintenance of Exchange rates within the system(daily/monthly)
• Running OpenAir interface at monthend
• Processing the General Ledger interface if/when required
• ESL/FSL reporting preparation
• Preparing uncollected brokerage reports
• Advise internal clients on Statutory Charges for complex Insurance placements
• Assist with client, broker and branch transfers within the system
• Working and collaborating very closely with Software Developers, Engineers, Business Analysts and Solution Architects to achieve best results for the Business
• Collaborating with prospective users and clients to understand and anticipate their needs and assist in translating them into product requirements in conjunction with Business analysts
• Defining the vision for the product
• Managing the product backlog via JIRA and prioritizing them as instructed or determined by the business
• Overseeing all stages of product creation including design and development
• Assist in developing user stories
• Monitoring and evaluating product progress at each stage of the process
• Liaising with the product team and end-users to deliver updates
• Participating in Scrum meetings and product sprints
• End to end testing from different user perspectives to ensure delivery is as expected and intended
• Assisted in the allocation of team resources
• Cultivated strong relationships with key stakeholders by maintaining open lines of communication and addressing concerns promptly.

• Ensure appropriate accounting policies are applied during the preparation of yearly budgets
• Supervise daily operations within the scope of accounts receivable and accounts payable
• Authorize and oversee the processing of pre-requisition order within set standards
• Collaborate with accounts and finance managers to ensure smooth running of an organization’s accounts department
• Assist accounting managers in the preparation of annual budgets
• Oversee the collection, deposit, and reconciliation of bank funds and accounts
• Ensure timely preparation and submission of GST and other tax returns
• Maintain useful financial information regarding projected outturns and budget variances
• Ensure compliance with statutory accounting standards and audit practices
• Conduct monthly checks in order to maintain an efficient financial system
• Process payments and financial documents such as invoices, statements as needed
• Assist the creation and sending out invoices as needed
• Following up and collecting payments from debtors and creditors
• Creating reports on all daily activities as needed
• Following strict and specific deadlines
• Performing account reconciliations and monitoring the account details of clients.
• Researching and resolving payment errors.
• Reviewing the status of accounts and generating aging analysis
• Ensuring compliance with the procedures of the company
• Examining and solving client(inbound and outbound) queries and complaints
• Processing adjustments of accounts
• Keeping the business updated on all policy changes.
• Communicating with clients via phone, email, or in-person.
• Assisting with end of month processes
• Supervising and tracking accounts, write-offs, and reversals.
• Reconciling transactions processed by verifying entries and comparing system reports to balances
• Maintaining historical records of all invoices, reports, receipts, and cheques by saving documents on the network or within files
• Ensure accruals are processed in accordance with accounting standards
• Running the Take Proprietor/Trust funds process within the system and prepare the report for Accounts staff to organise the payment of trust funds out of the bank account
• Analyse the Proprietor/Trust Funds financed/funded items and clear then as able
• Communicate with Various State Revenue Offices as required
• Assist Offshore teams with transaction processing for Managed Agency and Reinsurance arrangements
• Assist in processing Premium Funding accruals for income recognition
• Assist with year end reporting requirements- Audit queries, Trust ledger cash flow report, deferred brokerage, revenue reconciliation, unrealised foreign currency
• Assisted in the implementation of new system functions, leading to more efficient workflows and reduced manual input errors

• Handle incoming claim enquiries from clients
• Input data from claim forms received into the system of record
• Assist with claim file management and organization
• Prepare and send claim-related correspondence to clients
• Communicate with other team members to ensure claims are processed in a timely manner
• Assist with the development and implementation of claim policies and procedures

• Assisting portfolio managers with day to day tasks.
• Renewals and New Business processing.
• Process endorsement and cancellation requests.
• Responding to ongoing queries.
• Contribute to the business growth of the company.
• Managing client/insurer relationships.
• Managing debtors.
• Claim maintenance including processing, tracking, recording, and ensuring timely settlement of claims.
• Ensuring relevant systems are kept up to date and accurate.

• Receive inbound calls from customers to interact with them and identify their needs or issues
• Provide telecommunication solutions and recommendations to customers via telephone calls
• Follow set communication guidelines in addressing the needs and problems faced by customers
• Upsell to customers to promote new/additional products and services
• Oversee the timely management of incoming calls
• Ensure call records are properly stored and organized in a call centre system
• Maintain a courteous and friendly disposition when interacting with customers irrespective of their temperament
• Ensure set sales targets are achieved
• Help answer difficult client issues prior to escalation
• Provide periodic/daily reports to management on daily sales targets achieved
• Sit at a workstation for long hours to interact with customers using a computer and a headset
• Assisted in the training of new staff

• Converse with customers to identify their purchasing requirement and assist in locating desired items
• Provide customers with essential product information
• Direct customers to appropriate aisles or store sections where they can find products
• Provide solutions or replies to

customers

• Oversee the tagging of products to ensure correct prices are reflected
• Provide customers with after sales services
• Monitor displayed products to facilitate replenishment of products
• Oversee the upkeep, maintenance and general cleanliness of a store and it’s premises
• Collect cash payments and process credit card transactions for the purchase of goods
• Evaluate stock inventory to determine the need for new product orders
• Receive new stock and ensure proper storage of any excess stock
• Handle cases of product return, refund or exchange
• Maintain an up-to-date knowledge of store products and services in order to effectively conduct sales
• Upsell and cross sell in order to increase sales and maximize company profits
• Keep a watchful eye for shoplifters to minimize risk of theft
• Work closely with retail sales managers to ensure sales targets are achieved
• Worked effectively in fast-paced environments.
• Worked with loss prevention in monitoring shopper behaviour
• Opened, shelved and merchandised new products in visually appealing and organized displays for optimal sales promotions