Karin Lee
Finance Administrator/ Credit Controller at Addspace Furniture Limited- Claim this Profile
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Bio
Experience
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Addspace Furniture Limited
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United Kingdom
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Furniture
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1 - 100 Employee
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Finance Administrator/ Credit Controller
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Apr 2019 - Present
I have a range of responsibilities and daily tasks that must be completed before the end of each day. I am primarily responsible for handling the sales ledger, this included collecting the paperwork from Dispatch office for the previous days dispatched orders, checking that all lines on the Manifests match those on the efacs system before confirming the dispatch for that client and putting the order through for invoicing. I am responsible for processing the invoices and sending these to clients either electronically or through the post. Part of my role is making sure that the customer details are all current and updated. I then enter the information on a transaction summaries log for invoices we put through the bank. I check the Sales ledger cashbook my colleague updates daily from the Online banking for any new payments received. I then check if we have received the remittance (if not I chase it) I then print off the customers statement and match off the invoices listed as paid against what we have (if there are issues such as under or overpayment I contact the client to inform) once I have completed my checks these are then entered on to efacs as cash entry. I then re-run the statement after completing the payment to make sure it is up to date. Once these tasks are completed I then report to the FD the monies received and the invoices we will be running through the bank. I am responsible for closing down the ledger on a weekly/ period end and Year end basis. This includes running reports on dispatches, stock and customers including orders and sending these to the relevant Managers and Directors. I send clients their updated statements and chase any upcoming payments or those outstanding and update the cashflow forecast. I also log orders received from both the Planning team as well as those taken by phone. Investigating account issues raised and reporting back to customers. Raising credit notes, Filing and handling customer sales or customer service calls. Show less
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OCL Solicitors
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United Kingdom
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Legal Services
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1 - 100 Employee
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Administrative Assistant
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Apr 2015 - Mar 2019
Job started as a Basic Administrative Assistant, Answering customer/ Client phone calls, Setting up files on the Proclaim system whilst handling the initial call and taking all the clients relevant details. I would also have to liaise between customers and file handlers, verify client details, enforce DPA and be knowledgeable on the claims process to keep clients updated or pass them through to file handlers if the files were more complex. The role progressed in to running the Admin team and also a small responsibility for financial elements including opening mail and separating cheques for the companies costs and clients monies, Logging clients and costs monies on an Excel system as well as logging them against the relevant proclaim account. Preparing the cheques to be paid in to the bank, chasing outstanding monies owed, recording the activity on the file and the response, reporting to the Director issues experienced in collecting monies, communicating with clients when their compensation was received and managing their expectations regarding time scales and payment amount. Deducting the correct level of fees from the clients file. Assisting IT with details of requirements for an automated finance system that recorded all monies out and incoming for individual clients. Checking files over when at the end of the process to ensure all costs had been covered e.g X-rays, Physio or CBT Scans and if not sending evidence including the notes and bill to the 3rd Party insurer to chase payment. Responsible for updating clients on the status of their file and if cheques had been posted or calling if aware the client wanted a bank transfer taking the account details and checking them before logging them securely so payment could be made. Show less
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ONECALL INSURANCE BROKERS
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South Africa
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1 - 100 Employee
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Personal Assistant
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Feb 2015 - Apr 2015
One of 5 PA's to the Managing Director John Radford, was responsible mainly for entering data in to the system for the Debt collection Arm of the insurance company OCDR. Also included duties of reporting to the head PA, updating the system with new customer details, handling calls from clients calling to make payments, taking them through the process a putting them through to the secure automated phone line for payment to be made as well as logging it on their electronic account. Handling calls for and on behalf of the MD. Assisting in tasks including research for the MD's new Solar energy/ Green initiative including government details, financial details to set it up and marketing ideas. Also had to handle meeting and greeting MD's guests from Reception to the meeting such as greeting them, making them welcome as well as ensuring refreshments were at hand, opportunity for bathroom breaks or even putting their phones on to charge as well as making the introductions on arrival at the office. Included making notes during meetings and reporting back to the Managing Director. Show less
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Office Food serve
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Wandsworth, England, United Kingdom
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Shift Supervisor
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Aug 2013 - Apr 2014
Started employment as the shift supervisor reporting to the office manager and handling customer queries and complaints and been in charge of 3 staff. Included checking the food orders that arrived, making sure all items correct and checking names, sorting these in to the councils various sites around the town and organising which employee would be dispatched to which location. Had to be easily contactable and on receiving a complaint attending to the client personally to both check the information and resolve the problem offering both a range of solutions to the client as well as an apology if required. I was also required to assist customers if they had issues logging in to their online account, refunds and calling the companies IT department if the problems persisted. I was later requested to re-locate to the company offices in Central Milton Keynes and handle the other side of the business event catering this meant calling new clients and building relationships, being knowledgeable on the range and capabilities Office food serve had. Taking new orders and making suggestions to the client on what may better suit their needs and ensuring food arrived delivered in a timely fashion and was exactly what was required. Part of my role was handling the clients profiles on Office food serves systems, calling companies to check the details for invoicing, raising invoices and chasing clients for payments. Show less
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STANILAND MARINA LIMITED
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United Kingdom
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Entertainment Providers
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Bar Attendant
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Jul 2005 - Feb 2014
University job at the local boating club to fund myself through university. A customer facing role I was responsible for both the serving of alcoholic beverages as well as snacks.I had to enforce the Goverments legal age restrictions, be confident at approaching a customer for ID and if they were underage or had no ID refusing the sale. I was also responsible for the hygiene of the environment making sure glasses as well as the tables and chairs were clean before and after the venue opened. I had to be capable of running the venue alone so taking orders from customers but also making sure health and safety were maintained and keeping order. If there were issues such as complaints about or ID violations I had to report these to the owner. I was also responsible for money handling, entertainment, customer bookings for events and food as well as putting away the order and maintaining the cellar. Show less
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GIBDYKE LODGE LTD
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United Kingdom
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Consumer Services
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Kennel Assistant
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Sep 2012 - Jan 2014
Part time job I worked alongside the bar job whilst looking for full time employment. I was a kennel maid responsible for the cleaning out, feeding and watering the cats and Dogs under my care. There were 2 main kennel buildings, 3 walking enclosures and stores for food and bedding. There were a lot of different animal breeds and I had to be capable of dealing with them all from large St Bernards to dogs that barked or nipped if they were upset. My job consisted of opening up the kennels in a morning and letting fresh air in opening all the windows and putting the radio on as company for the dogs. I then had to carefully (making sure all external doors were closed as the kennels were close to a main road) let the dog out (judging if they required a lead or not) and lead them to an enclosure for them to exercise and make sure the dog was securely inside and could not escape before returning to clean the kennel putting down fresh food, water and bedding and dealing with and urine or faeces the pet had left during the night. I then had to clean down the yard and the stores and report to the owner before finishing shift. Occasionally dealt with clients but mainly just bringing their animals to them or leading them away to the kennel. To do this job I had to be time efficient as there was an expected time it should take to do 3 kennels at a time. If I failed to do this I had to explain why. There were occasionally cats too. Show less
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Morrisons
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United Kingdom
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Retail
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700 & Above Employee
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Cashier
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Aug 2010 - Aug 2012
Checkout operative on both the tills, Kiosk as well as self checkouts. Responsible for customer service, handling queries and complaints and getting the customer through the tills speedily, accurately but also taking time to make conversation if required. Responsible for the sale of Cigarettes. Cigars, Alcohol and in one year fireworks. Also had to maintain float in the till and be responsible for dropping money once a certain level of cash had been reached. Report to the cash office why money wasn't dropped at certain levels and take orders or run errands for the supervisor. During quiet periods you had to use your initiative to utilise your time effectively but also effectively communicate with your manager your intentions so either cleaning your workspace and surroundings including the conveyor belt and sweeping out around your area and if it was still quiet assisting another department either pulling out new stock, rotating stock, filling shelves and rooting out stock past sell by. Assisting in occasionally locking up and acting as trolley assistant safely moving trolleys from the bays if impeding traffic to the front of the store to also assist customers. Show less
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Autism Plus
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United Kingdom
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Non-profit Organizations
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1 - 100 Employee
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Media Assistant
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Jan 2011 - Sep 2011
University work experience that got extended to expand my portfolio. I started out working with the Media Assistant Katie and then the head of PR and media so broaden my communication skills. Was office as well as location based. I worked under both the head of PR and had to create copy for the website as well and press releases for the local media. I also worked alongside Nick in charge of Digital media assisting in ideas to build the website, he encouraged me to attend all the sites the charity had across South Yorkshire to get involved and build relationships with the team, get an insight for stories of interest and an angle to promote and Autism plus was teaming up with the Adsetts Partnership at the time. I attended locations, canvased the local media for interest and encouraged their attendance at events. I mingled at events with guests, partners of the charities and parents involved looking for story angles. I had weekly meeting reporting to both heads of department to discuss my progress on tasks, improvements that could be made but it was also a chance where I was encouraged to discuss the direction I wanted to take. Nick also encouraged my involvement in digital media both taking photographs at events, editing the images on photoshop for size, content or improving the colour balance. At Autism plus I learned the importance of adapting your communication skills as not all are able or comfortable with verbal communication. The charity ensured that I was not just sat behind a desk but that I was involved in as many aspects as possible from the opening of a new charity shop to a new centre for Autism opening in Sheffield. It was encouraged to give and receive constructive criticism with out being offended or offensive. Show less
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Johnston Press Plc
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United Kingdom
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1 - 100 Employee
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Junior Reporter
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Jan 2007 - Aug 2008
Offered Work Experience during University by Jim Oldfield Editor of the Community Newsletters part of the Freepress Doncaster a Johnston Press Publication. Role was as a Junior reporter handling calls that came in, investigating and chasing up story leads. Calling columnists usually MPS offices including Caroline Flint, Rosie Winterton and Ed Milliband to remind them of the deadline dates or chase their copy. Taking calls from the general public and if deemed of local interest investigating and then arranging interviews with the relevant parties (if necissary arranging for a Photographer to attend) working as a junior alongside Main reporter Hayley I was allowed to Participate in several front page and Main stories. Whilst there Jim Oldfield also made time and shared his experience of using the editing software to put the newspaper together. How he built up the publication, made things fit and edited pictures etc. He also offered advice on how to edit details when reviewing journalists copy. I returns to work at the office multiple times over the year to build up my profile after the Intern period ended. I was also offered chance to work for a small period at Selby times by lead reporter Martin Herron. Show less
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Education
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Leeds Trinity University
Bachelor's degree, Communication and Media Studies -
Leeds Trinity University
Bachelor's degree, Journalism -
Thorne Grammar school Sixth form
A Levels, Business Studies -
Thorne Grammar School
GCSE, 9 A to C