Proactive and goal-driven professional with a proven history of success in member services, event coordination and business development within the financial realm. Recognised for managing a diverse array of events, facilitating seamless stakeholder communication, and providing strong support to senior management. Possess a solid foundation in organisational and financial management, involving budgeting, invoice processing and compliance.
Overview
5
5
years of professional experience
Work History
Member Services and Events Executive
CPA Australia
11.2023 - Current
Coordinate a diverse portfolio of events and delivery, including conferences, seminars, webinars, workshops, and networking events
Secretarial support for the NSW State Manager, NSW Divisional Council and NSW Regional Branches
Support the implementation of key initiatives within the Divisional Council Engagement Plan in conjunction with the NSW State Manager and NSW/NT/QLD Regional Head
Deliver and execute Member Divisional Communications, e.g
Fortnightly newsletters for NSW, NT, and QLD Divisions
Office and Financial Management – Budgets, Invoice Processing, Compliance in finance policy and processes.
Member Services Executive
CPA Australia
01.2021 - 11.2023
Support the implementation of key initiatives within the Divisional Council Engagement Plan in conjunction with the GM/Team Leader
Work collaboratively across all business units to support the cohesive delivery of organizational objectives and KPIs
Liaising with committees and regional branches throughout NSW
Support agreed Divisional interventions during the member renewals campaign, including contacting members via phone or email
Deliver or contribute to regular Divisional communications, e.g
Electronic newsletters, and social media content
Contribute to timely and accurate sharing of information to ensure web content is correct
Host bespoke events and discussion group coordination.
Self-motivated, with a strong sense of personal responsibility.
Worked effectively in fast-paced environments.
Assisted with day-to-day operations, working efficiently and productively with all team members.
Member Services Advisor
CPA Australia
01.2020 - 01.2021
Liaise with Discussion Group Convenors throughout NSW
Support agreed Divisional interventions during the member renewals campaign, including contacting members via phone/email
Host bespoke events and discussion group coordination
Support the implementation of key initiatives within the Divisional Council Engagement Plan in conjunction with the GM/Team Leader.
Business Development Coordinator
CPA Australia
07.2019 - 01.2020
Cold and warm calls – Direct, filed and Phone-based sales on a day-to-day basis
Communicate with all levels including C-suite
In-person interaction with many new leads via attending our hosted events such as CPA Congress
Sales presentation techniques, creating a great first impression to our prospects
Communicate company strategy and service proposition to clients
Prospecting for leads in a wide range of industries.
Skills
Proficient in financial management and system administration
Thorough attention to detail ensuring accuracy in tasks
Effective communicator with strong interpersonal skills
Eager learner, readily embracing new skills and knowledge
Organised and skilled at multitasking to meet deadlines
Thrive in high-pressure, fast-paced environments
Attentive and patient when interacting with customers and stakeholders
Collaborative team player while also a strong independent worker
Committed to expanding skill set and adapting to new processes
Director of Member Services and Special Events at Ohio State University Faculty ClubDirector of Member Services and Special Events at Ohio State University Faculty Club