Rowena Oliver

• Review incoming claims, verify policy coverage, and ensure pricing of items are correct to approve or deny claims.
• Conducted thorough data validation processes to ensure claims contracts are followed.

• Handled ten (10) clients' accounts using Quickbooks Online.
• Reconciled bank statements with accounting records to maintain precise financial data integrity for ten (10) clients' books.
• Reconciled and corrected issues with financial records.
• Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
• Communicated proactively with team members regarding any issues or concerns related to bookkeeping tasks.

• Creating "upload" datasets that will be uploaded to ERP (Momentis), which involves merging multiple spreadsheets, data entry, and ensuring the end product is free of errors and typos
• Creating daily reports and sales stats (factors) by pulling data from ERP (Momentis) and format it manually
• Orders to house by style, ATS, flag deficits—merge data from separate reports using XLOOKUP
• Working within ERP to identify products that are dropped from assortment
• Support various ERP administrative tasks, like creating POs and doing month-end administrative tasks within ERP.
• Uploading images and product descriptions and organizing digital assets for the creation of catalogs in the client's DAM
• Manage customer/rep image database
• Special projects in support of the CEO and research (product, industry, etc.)
• Managing aspects of marketing (social media posts, deploying email, organizing databases)

• Client support (responding to inquiries via email and live chat)
• Assessing articles for guest posting and niche edits based on a specific set of criteria.
• Reviewing articles for both grammatical accuracy and contextual clarity.
• Researching and selecting suitable sites for article posting from a database of options.
• Coordinating with bloggers to arrange the publication of articles.
• Utilizing Google Sheets to organize, filter, and analyze data.
• Preparing reports for new and reactivated clients ahead of weekly meetings.
• Conducting regular Skype calls to provide status reports and engage in discussions.

• Managing website content using Umbraco CMS.
• Exporting documents and managing passenger information through the Umbraco Admin.
• Sending push campaigns and travel alert emails using the Umbraco Admin.
• Creating and administering surveys in Survey Monkey, followed by analyzing the results once responses are collected.
• Organizing and summarizing information and documentation for group travelers, and coordinating with the Head Administrator to follow up on any missing information from passengers.
• Researching and performing basic edits on images of tourist spots for use on the website.
• Conducting basic image editing using Canva and compressing images with tinyjpg.com.
• Researching and analyzing feedback and reviews of hotels and restaurants to include in holiday offers for travelers.
• Creating manuals essential for related tasks.
• Managing files in Dropbox.
• Setting up SMS farewell messages for passengers before their holiday using Wholesale SMS.
• Creating Facebook events for upcoming trips and holidays.

• Checking the quotations prepared by the Orders Team to ensure they are correct and meet the client's requirements for carpet production.
• Preparing quotations for clients when the Orders Team is unavailable or on leave.
• Compiling accounts reports for the recorded hours of Designers and Freelancers, extracted from Zoho People, Zoho Projects, and ClickUp.
• Generating accounts reports on potential client sales, development costs, and cost of goods sold (COGS).
• Conducting technical research on Zoho and ClickUp functionalities, then sharing findings with the Project Manager to improve task management and reporting.
• Preparing monthly petty cash reports.
• Conducting team meetings with the Orders, Invoicing, and Logistics Teams to discuss carpet production and shipment progress, and then sending out the minutes and reports from these meetings.

• Basic bookkeeping & bank reconciliation
• Creates Sales Invoices monthly
• Importing invoices/receipts from Hubdoc to QuickBooks
• Other ad hoc admin tasks in support of the CEO

• Overseeing operations, including room rentals and events at the studio.
• Creating sales invoices and managing bookkeeping using Xero.
• Designing and launching campaigns with MailChimp.
• Managing studio classes through Mindbody.
• Providing customer support.
• Organizing studio events and promoting them on platforms like Facebook (using Facebook Events), Meetup, and Eventbrite.
• Maintaining and updating website content.
• Coordinating with teachers, which includes the hiring process and exit procedures.
• Managing tasks using Asana.
• Scheduling and managing social media content through Trello.

• Integrating workflow management tools and overseeing team tasks.
• Managing logistics for wine storage and movement.
• Researching pricing for fine wine valuation.
• Generating purchase orders and sales invoices with Magento and Xero, and handling basic bookkeeping.
• Creating and exporting storage invoices from Magento to Xero via Fooman Connect.
• Updating client wine portfolios on Magento and Sophia.
• Publishing market news blogs on the company website via WordPress.
• Designing newsletters and campaigns using MailChimp.
• Assisting clients with inquiries about login issues and wine portfolios.
• Updating reports and documents with Google Sheets and Microsoft Office.
• Developing Google Forms for client and company use.
• Coordinating with the warehouse on inventory and stock reports.

• Analyzing and comparing rates from suppliers and freight forwarders.
• Negotiating rates following the company's and the shippers' budgets.
• Evaluating shippers' requirements based on survey results of their household goods.
• Preparing and providing quotations, cost estimates, and invoices for corporate and private clients as well as suppliers and forwarders.
• Managed the account for Philip Morris, Inc., which has been our largest client for over three years.
• Handling the Cartus account, which involves servicing major companies such as Credit Suisse, Microsoft, and Kellogg's for their employee relocations between countries.
• Creating Excel spreadsheets for door-to-door pricing and entering these prices into the Acadia System.
• Managing email correspondence, handling 100-150 emails daily from clients, corporate accounts, and suppliers to address general inquiries.
• Requesting rates from movers, shipping lines, and air freight forwarders.
• Entering suppliers' rates into an Excel database.
• Coordinating with suppliers regarding the status and location of shipments.
• Proficient in using ReloAssist, OSA (Overseas Shipping Association), Acadia, and the Parsifal System under Cartus.

• Conducting telemarketing and email marketing campaigns to promote local and international airline deals, hotel accommodations, and tour packages.
• Performing basic bookkeeping tasks related to accounts receivable and payable, generating profit and loss statements, and recording daily sales and expenses for the agency using Excel sheets and databases.
• Providing quotations and pricing for airline tickets, as well as travel and tour packages, both locally and internationally.
• Issuing airline and ferry tickets
• Coordinating bookings with hotels and tour operators.
• Assisting clients with visa and passport applications.
• Issuing travel insurance policies.
• Addressing concerns from private customers and corporate clients regarding their itineraries and flight tickets, and helping them manage any changes to flight schedules.

• Taking inbound calls for phone, TV Cable, and internet installation
• Up-selling products to existing clients
• Handling billing disputes
• Handling phone and internet issues, basic troubleshooting

• Recording daily sales & expenses of 3 water stations/branches in an Excel sheet/database
• Recording accounts receivables and payables of water delivery to corporate and private clients in an Excel sheet/database
• Handling private and corporate clients' concerns about their water deliveries and dispenser installation

- Worked as a cashier, lobby person, and kitchen staff