Summary
Overview
Work History
Education
Skills
References
Certification
Timeline
Generic

Jessica Tagg

Kawerau,BOP

Summary

Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organisational growth.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Accountant

Farmit Accountants Ltd
06.2023 - Current
  • Preparation of GST, PAYE, FBT and RWT returns, preparation of yearly financial statements, management reports, budgets and forecasts
  • Providing clients with training in Xero and Figured
  • Being the port of call for client's day to day queries
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.

Office Manager

Lloyd Logging Ltd
06.2022 - 06.2023
  • This role involves the general day to day admin of running an office
  • Weekly wages, monthly GST, PAYE and creditors
  • Invoicing when needed
  • Ensuring all employees have contracts
  • Reporting to bank and others using Spotlight
  • Keeping cashflow and forecasts up to date
  • Keeping on top of monthly production with the foremen of the crews
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Streamlined office operations by implementing efficient filing systems and organizational strategies.
  • Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
  • Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
  • Developed comprehensive policy manuals outlining procedures and guidelines, contributing to a well-organized workplace culture.
  • Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
  • Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.

Office Manager

Lloyd Logging Ltd
06.2022 - 06.2023
  • This role involves the general day to day admin of running an office
  • Weekly wages, monthly GST, PAYE and creditors
  • Invoicing when needed
  • Ensuring all employees have contracts
  • Reporting to bank and others using Spotlight
  • Keeping cashflow and forecasts up to date
  • Keeping on top of monthly production with the foremen of the crews
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Streamlined office operations by implementing efficient filing systems and organizational strategies.
  • Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
  • Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
  • Developed comprehensive policy manuals outlining procedures and guidelines, contributing to a well-organized workplace culture.
  • Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
  • Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.

Site Planner

EastPack Ltd
01.2021 - 06.2022
  • I was involved with the project management of the packhouse extension taking place
  • Scheduling when each orchards fruit would be packed and worked with the team in the packhouse to ensure it was being packed correctly
  • Contacting all growers when their fruit was going over the machine
  • Ensuring we had the correct and a good amount of packaging on site
  • Used computer software to design construction plans and perform calculations.
  • Conducted thorough analyses of site conditions, identifying opportunities for creative solutions to unique challenges.
  • Ensured compliance with local regulations by preparing accurate permit applications and navigating complex approval processes.
  • Led weekly production and operations contractor meetings, facilitating stronger communication, and helping to resolve critical issues.
  • Scheduled utility service providers according to project timelines.
  • Coordinated with site personnel, clients and local government officials to achieve on-time project delivery.

Personal Assistant

K 3 Legal Ltd
10.2018 - 12.2020
  • Toni Brown was offered an opportunity in Auckland and was fortunate enough to be able to take me with her as her assistant
  • I had roughly the same duties but was able to help out the marketing team a lot with various things
  • I organised various 'Directors Days', helped with yearly Christmas parties and social club events
  • Assisted with yearly gifts for clients and organising K3 branded items
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Oversaw personal and professional calendars and coordinated appointments for future events.
  • Provided multifaceted services to career professionals by running errands, managing mail, scheduling appointments, and arranging transportation.
  • Maintained appropriate filing of personal and professional documentation.
  • Served as first point of contact for incoming visitors or phone calls, ensuring prompt responses or directing inquiries appropriately.
  • Contributed to a positive work environment through professional demeanour and strong interpersonal skills.
  • Supported executive in achieving goals by proactively anticipating needs and addressing concerns promptly.
  • Aided executive in personal tasks such as scheduling appointments or running errands when needed.
  • Assisted in the preparation of presentations and reports, contributing to well-informed decision making.
  • Used discretion when handling confidential information.

Personal Assistant

Toni Brown Law
02.2018 - 10.2018
  • This role included a lot of office running as this was a single lawyer
  • I was involved in reception duties, legal document drafting, liaising with clients, general filing within the office and also filing documents at court (both High Court and Family Court), debtors collection
  • I was also in charge of any event organising that was needed

Administrator

Giles and Associates
03.2017 - 10.2017
  • A junior role where I learnt the basics of administration
  • My tasks included things such as data entry, trust gifting, company formations, use of MYOB and Xero and general office duties to help the reception staff
  • Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
  • Provided exceptional customer service to both internal and external stakeholders through prompt response times and thorough issue resolution efforts.
  • Established an organized filing system that streamlined document retrieval and reduced misplaced files.
  • Maintained personnel records and updated internal databases to support document management.

Intern

Platform Advertising
01.2017 - 03.2017
  • This role taught me many skills I still believe companies should be using today
  • I was involved in a lot of social media post scheduling to help enhance the various company's online presence (Facebook, LinkedIn, Instagram)
  • Drafting writing pieces such as website blog posts and newsletters
  • Producing quarterly reports for the company's clients to see their growth as a brand
  • Gathered, organized and input information into digital database.
  • Sorted and organized files, spreadsheets, and reports.
  • Conducted research for various projects, leading to well-informed decisions and successful outcomes.
  • Prepared comprehensive reports summarizing data analysis findings, informing key decision-makers of important trends and patterns.

Brand Ambassador

MKTG Ltd
11.2016 - 01.2017
  • Brand promotion for various companies including Phoenix drinks, Lindt chocolates, Steinlager, Speights, and many others
  • Reaching the different sales targets set by the various companies
  • A lot of this work was set out of town, so a high amount of travel was included in the role
  • Provided exceptional customer service to drive satisfaction.
  • Greeted customers warmly and pleasantly answered inquiries.
  • Worked with team to achieve sales goals for products.
  • Maintained clean, organized and professional work environment.

Education

BA - Communications

UNIVERISTY OF OTAGO
Dunedin, OTA
01.2016

Skills

  • Customer Service
  • Attention to Detail
  • Recordkeeping and File Management
  • Office Administration
  • MS Office
  • Team Building and Leadership
  • Document Management
  • Organisational Skills

References

  • Penny Keeber, 021 746 780
  • Toni Brown, 021 682 348

Certification

  • Xero Advisor Certification – Xero.
  • Figured Certified Advisor

Timeline

Accountant

Farmit Accountants Ltd
06.2023 - Current

Office Manager

Lloyd Logging Ltd
06.2022 - 06.2023

Office Manager

Lloyd Logging Ltd
06.2022 - 06.2023

Site Planner

EastPack Ltd
01.2021 - 06.2022

Personal Assistant

K 3 Legal Ltd
10.2018 - 12.2020

Personal Assistant

Toni Brown Law
02.2018 - 10.2018

Administrator

Giles and Associates
03.2017 - 10.2017

Intern

Platform Advertising
01.2017 - 03.2017

Brand Ambassador

MKTG Ltd
11.2016 - 01.2017

BA - Communications

UNIVERISTY OF OTAGO

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Jessica Tagg