Samantha Stevens
Summary
A well rounded and results driven accounts professional with experience in collections and accounts receivable. Proven history of building strong, effective relationships with stakeholders to achieve strategic financial goals. Highly organised and initiative-taking, with a commitment to delivering accurate and timely outcomes. Demonstrates strong collaboration skills and actively contributes to a positive and productive team environment.
Overview
10
10
years of professional experience
Work History
Finance Officer
Oatley Fine Wines Merchant
05.2024 - Current
- Company Overview: A premium wine distributor, specialising in sales, marketing, and national distribution of domestic and international wine brands to retail and hospitality clients.
- Processed and allocated daily receipted funds accurately and in timely manner.
- Performed daily bank reconciliations to ensure financial accuracy.
- Dealing with internal Credit Notes, disputes
- Assessed and implemented internal procedures for managing accounts on credit hold.
- Tracked revenue streams and reported on key financial metrics.
- Assessment and implementation of company practices of Credit Held customers.
- Management of a debtor’s portfolio
- Conducted collections via telephone and email, building rapport with high-risk and delinquent customers to facilitate payment resolution and maintain ongoing communication.
- Liaise with internal and external stakeholders.
- Set up new customer accounts, reviewed credit applications, and maintained database integrity.
- Analyzed and provided reporting on legacy financial systems, identifying opportunities for improvement.
Claims Manager
Drive Again
07.2023 - 05.2024
- Company Overview: A credit hire firm that provides replacement vehicles to customers involved in non-fault accidents, ensuring mobility while managing the recovery of hire costs from at-fault insurers.
- Management of Motor Vehicle accident claims, from inception to successful resolution, including:
- Initial assessment and qualification of each claim, interviewing the claimant, obtaining, collating and documenting evidence, assessing risk and liability, to ensure a positive and expedient conclusion of the claim.
- Ensured all information is collated and documented in an error-free and cohesive manner.
- Enabled colleagues and partners to track case progression and outcomes by clearly communicating key developments, evidential gaps, and outstanding requirements.
- Built strong relationships with stakeholders and effectively gathered and communicated evidence to support claim progression and outcomes.
Business Development & Benefits Manager
Leading Edge
07.2016 - 06.2023
- Company Overview: A member-based buying group supporting Australian retail businesses with purchasing power, operational services, and business growth solutions.
- Lead new member recruitment campaigns including proactive client contact and research and working with the membership department to integrate recruitment plans.
- Participate in trade shows, conferences, and other events for in-person recruiting.
- Create and continuously review and implement a new member recruiting process.
- Work closely with the Head of Membership Manager to develop member value proposition.
- Manage member lifecycle including onboarding and offboarding processes.
- Prepare contracts and agreements that secure new members & members benefits.
- Build relationships with members and suppliers for member benefits.
- Update Netsuite (Member Accounts Portal) for all member activity.
Accounts Assistant
Compass Corp
07.2015 - 07.2016
- Company Overview: A credit hire firm supplying replacement vehicles to customers involved in non-fault accidents, while managing cost recovery from the at-fault party’s insurer.
- Tolls process management including submitting payments and managing accounts and payment processing.
- Completing Statutory Declaration forms.
- Invoice management including write-off management and ledger matching.
- Client investigation into complex write off scenarios.
- Analysis and data entry using Vlookup, Macro and MYOB.
Assistant Accountant
Renault, Manchester UK
02.2015 - 06.2015
- Company Overview: A leading vehicle dealership including Sales, Service and Parts
- Accounts management including bank reconciliation & journal management and inter-company accounts management for sales and purchases.
- Stock management including investigation into any discrepancies.
- Cash sales and payments management.
Cashier
Renault, Manchester UK
02.2015 - 06.2015
- Company Overview: A leading vehicle dealership including Sales, Service and Parts
- Cash management including banking of all cash, petty cash management, and cash sales management.
- Debtor management involving liaison with the sales team, sales managers, service manager and parts manager.
New & Used Vehicle Sales Administrator
Renault, Manchester UK
02.2015 - 06.2015
- Company Overview: A leading vehicle dealership including Sales, Service and Parts
- Managing the support of new and used vehicles for all Customers and Fleet Customers
Education
Accounting Qualification -
AAT
Business Administration Cert 1, 2, 3 - undefined
NVQ
Skills
- General Ledger Accounting
- MYOB
- Project Management
- Collections Management
- Business Development
- Relationship Management
- Accounting Procedures
- Administrative Support
- Office Management
Timeline
Finance Officer
Oatley Fine Wines Merchant
05.2024 - Current
Claims Manager
Drive Again
07.2023 - 05.2024
Business Development & Benefits Manager
Leading Edge
07.2016 - 06.2023
Accounts Assistant
Compass Corp
07.2015 - 07.2016
Assistant Accountant
Renault, Manchester UK
02.2015 - 06.2015
Cashier
Renault, Manchester UK
02.2015 - 06.2015
New & Used Vehicle Sales Administrator
Renault, Manchester UK
02.2015 - 06.2015
Business Administration Cert 1, 2, 3 - undefined
NVQ
Accounting Qualification -
AAT
Similar Profiles
Michael HildMichael Hild
Owner/General Manager at Corks Fine Wines & SpiritsOwner/General Manager at Corks Fine Wines & Spirits
Yichuan Danis ChiuYichuan Danis Chiu
Wine Marketing Specialist at Australian Family Fine WinesWine Marketing Specialist at Australian Family Fine Wines
Chanelle CettaChanelle Cetta
HR Manager at Synergy Fine WinesHR Manager at Synergy Fine Wines
Joel Clyde KomunJoel Clyde Komun
Finance Officer at Public Service Niucare Association LtdFinance Officer at Public Service Niucare Association Ltd
Jade HartwigJade Hartwig
Finance Officer at Algonquin Lakeshore Catholic District School BoardFinance Officer at Algonquin Lakeshore Catholic District School Board