LISA SCHOLES

3 years service

Customer Service

• Provide exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
• Utilising features of HubSpot (CRM) to track and monitor potential clients, ensuring we implement smooth communication, collect accurate notes and data to show progress of communication and relationship.
• Cold calling potential clients about our services to determine if they are suitable for their business.
• Regular communication on phone and in person with existing clients to build rapport.

Accounts Payable/Accounts Receivable

• Maintain accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
• Input vendor payments and updated accounts to reflect new balances.
• Recorded deposits, reconciled monthly bank accounts and track expenses.
• Generate invoices upon receipt of billing information and smooth payment collection.
• Handle day-to-day accounting processes to drive financial accuracy.
• Regular reporting to track budgeting.
• GST returns

Payroll

• Setting up employees in Xero Payroll
• Processing pay run and IRD posting

23 years service

• Processing Purchase Orders
• Accounts payable/ Account Receivable
• Liaising with suppliers when required
• Month end processing
• Payroll for 40 waged staff
• Liaising with staff with any payroll matters
• Liaising with Financial Controller month end matters, journals.
• Stockpile entry, machine hour tracking, diesel ordering, KPI Spreadsheet updating
• Health and Safety Induction form preparation
• Health and Safety ordering requirements
• Organising events on site
• Assisting in other roles to support team, when required. Stepping in to other companies sites, covering staff when on leave.
• Implementing any new systems when reviewing costs.