Michelle De Beer
Murrumba Downs
Summary
I am a highly self-motivated and qualified business professional with a wealth of experience working in a range of different roles. I thrive at prioritising multiple tasks, I am a talented problem-solver with exceptional investigative skills. I am widely experienced in management and managing large workloads. With a proven track record, I excel in financial compliance and customer relationship management. I am looking to bring my exceptional work ethic, vast experience and professional commitment to provide outstanding customer service and performance in your business.
Overview
21
21
years of professional experience
Work History
Senior Financial Compliance Officer
Metro North HHS
06.2024 - Current
- Support the Manager Executive Reporting, Policy and Compliance in providing quality reporting and analysis against key financial and and non-financial performance indicators within Metro North Health within the context of monthly and adhoc Board and Executive Reporting
- To promote excellence in financial compliance including: managing the continuous internal control auditing and monitoring to ensure compliance with financial policy and procedures, identifying non-compliance and providing education and provision of consistent expert advice on financial policy and procedures to stakeholders.
- Development and maintenance of policies, procedures and guidelines to support Metro North Health's financial management compliance framework.
- Seek out opportunities for continuous improvement in financial reporting and governance.
- Responsible for monitoring the financial delegation framework to ensure sufficient control of expense management in alignment with strategic objectives.
- Responsible for maintaining and monitoring the Financial Delegation Register within SAPHR and S/4HANA.
- Investigate and respond to any delegation routing queries within S/4HANA.
- Review the monthly requests to the Chief Executive for changes to the Financial Delegation Register and the related instrument of sub-delegation.
- Prepare the monthly Board Finance Report including: the provision of high quality data analysis and commentary, reviewing content to ensure consistency and integrity of the report, liaising with the contributors to ensure timely provision of content.
- Develop and use information management tools to analyse and report data ensuring that records are maintained and financial outputs are timely, accurate and meaningful.
- Develop and present financial reports and information that are clear and concise based on sound interpretation with comprehensive arguments that identify all relevant issues in order to influence compliance both verbally and in written form.
- Manage and review the cyclical reviews of user access within the finance systems are conducted to ensure only staff access is appropriate to their role.
- Manage and review continuous monitoring of key financial controls.
- Division controller for Metro North Emergency Corporate Cards
- Assisting with the Employee Expenses Project.
Office Administrator
Ausmec RWC &Mechanics
01.2023 - 05.2024
- Customer support, sales and compliant resolution in busy office setting
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.
- Invoicing, payment collection and processing
- Petty cash management, expense management and daily account reconciliation.
Office Manager
Beemerbens Alternative Parts
06.2021 - 11.2022
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Complied stock and financial reports, managed accounts
- Created, maintained and updated filing systems for paper and electronic documents.
- Stock management, including office inventory, ordering, requisitions and shipment receiving.
- Developed and maintained successful relationships with vendors, suppliers and contractors.
- Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
- Resolved financial discrepancies and customer billing issues with timely attention.
Financial Advisor- Medical Aid & Health Insurance
PSG Wealth
09.2019 - 05.2021
- Customer service and relationship building-swift issue resolution, answering questions, client education and provision of high levels of customer service, analysis of client needs and financial situations.
- Established and maintained a large base of clients through direct marketing, telephone contact and relationship building.
- Developed and implemented marketing strategies to boost sales and increase customer base.
- Prepared and reviewed Health Insurance applications, cross-sold insurance products and calculation of insurance premiums.
- Monitored changes in the Health Insurance industry, maintaining compliance with relevant laws and regulations.
- Negotiations with insurance underwriters. obtaining underwriting approval and application completion.
- Health Insurance claims investigation and processing.
- Risk identification to ensure appropriate coverage levels.
- Created detailed reports for management to track performance and sales.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Monitored customer feedback and identified areas of improvement.
- Evaluated competitor's products and services to gain competitive advantage.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Conducted research and identified market trends to develop better strategies for sales.
Financial Advisor-Medical Aid & Health Insurance
Nillson and Associates
12.2015 - 08.2019
- Similar role to that at PSG Wealth
Medical Aid Insurance Administrator
Pinnacle Health Care
06.2009 - 11.2015
- Similar role to that at PSG Wealth
Front Office Receptionist
Resolution Health Medical Scheme
09.2008 - 05.2009
Administrative Assistant
Vital Merchandising Services
10.2007 - 08.2008
Customer Service Officer
Karula Hotel
01.2006 - 09.2007
Customer Service Officer and Large Animal Ranger
Kaya Inkalamo Game Farm
11.2003 - 09.2005
Education
Higher Certificate: Wealth Management NQF 5 - Financial Management
Moonstone Business School
South Africa11-2016
High School Diploma -
Highschool Zeerust
Zeerust-South Africa10-2002
Skills
- Customer Relationship Management
- Time Management
- Financial Records and Processing
- Client Interactions
- Client-Rapport Building
- Customer Expectations Management
- Compliance monitoring
- Auditing processes
Timeline
Senior Financial Compliance Officer
Metro North HHS
06.2024 - Current
Office Administrator
Ausmec RWC &Mechanics
01.2023 - 05.2024
Office Manager
Beemerbens Alternative Parts
06.2021 - 11.2022
Financial Advisor- Medical Aid & Health Insurance
PSG Wealth
09.2019 - 05.2021
Financial Advisor-Medical Aid & Health Insurance
Nillson and Associates
12.2015 - 08.2019
Medical Aid Insurance Administrator
Pinnacle Health Care
06.2009 - 11.2015
Front Office Receptionist
Resolution Health Medical Scheme
09.2008 - 05.2009
Administrative Assistant
Vital Merchandising Services
10.2007 - 08.2008
Customer Service Officer
Karula Hotel
01.2006 - 09.2007
Customer Service Officer and Large Animal Ranger
Kaya Inkalamo Game Farm
11.2003 - 09.2005
Higher Certificate: Wealth Management NQF 5 - Financial Management
Moonstone Business School
High School Diploma -
Highschool Zeerust
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