Joanna Claire Scheller
Bayville,NY
Summary
Detail-oriented and dependable professional seeking a full-time position that presents new challenges and utilizes strong interpersonal skills, time management, and problem-solving abilities. A dynamic team player with extensive international experience in operations, management support, and administration across various industries. Proven success in enhancing project management and operational processes, driving efficiencies, and achieving cost reductions. Fluent in six languages—English, German, Malay, Mandarin, Cantonese, and Hokkien—facilitating effective communication in diverse settings. Known for handling multiple projects simultaneously with a high degree of accuracy and a positive attitude, while consistently willing to take on additional responsibilities to meet team goals.
Overview
20
20
years of professional experience
Work History
Operational Controller
Excell Communications
01.2022 - 07.2024
- Monitoring financial performance and preparing financial reports using QuickBooks/NetSuite
- Budgeting, forecasting, and variance analysis
- Analyze large datasets to extract meaningful trends and insights
- Develop and maintain automated reports and dashboards using BI tools (e.g Power BI, DeepTracker, ATLAS)
- Collaborate with cross-functional teams to understand data requirements and deliver actionable insights
- Ensure data accuracy and consistency through regular audits and validation processes
- Streamline reporting processes to improve efficiency and reduce turnaround time
- Ensuring compliance with operational policies and procedures
- Developing key performance indicators (KPIs) and metrics for measuring operational performance
- Monitoring KPIs to assess performance against objectives
- Assist in overseeing project budgets and timelines
- Collaborating with directors to ensure projects are on track and within budget
- Providing financial analysis and insights to support project decision-making
- Liaising with various departments (such as finance, procurement, and production) to coordinate activities and achieve operational goals
- Developed strong working relationships with stakeholders across the organization, fostering a collaborative environment focused on continuous improvement in operational efficiency.
- Participating in cross-functional teams and strategic planning initiatives
- Utilizing ERP (Enterprise Resource Planning) systems and other tools to streamline operations and improve efficiency
- Recommending and implementing technology solutions to enhance operational processes
- Promoting a culture of continuous improvement and operational excellence
- Leading or participating in process improvement projects.
- Assisted department heads in developing their respective budgets while keeping overall organizational goals in mind.
- Streamlined financial operations by implementing efficient tracking and reporting systems.
- Managed outstanding balance amounts by evaluating reports and determining collection statuses.
- Worked with 7 executives to create annual budget and track actual expenses against projected expenses.
Senior Project Coordinator
Excell Communications
09.2022 - 03.2023
- Prepare accurate and timely invoices based on project milestones, deliverables, and contractual agreements.
- Coordinate with finance teams to ensure invoices are processed and sent to clients promptly.
- Monitor project expenditures and maintain adherence to budget constraints.
- Track financial performance against project milestones and provide regular updates to management and stakeholders.
Generate financial reports detailing project costs, revenue, and profitability. - Provide insights and recommendations based on financial analysis to support decision-making processes.
- Serve as the primary point of contact for project stakeholders, including clients, vendors, and internal teams.
- Facilitate regular communication to ensure alignment on project goals, progress, and issues.
- Maintain accurate project documentation, including plans, schedules, reports, and correspondence.
- Ensure documentation is comprehensive and accessible for internal audits and client review.
- Ensure projects comply with contractual obligations, including scope of work, pricing, and terms of service.
- Monitor contract milestones and deliverables to ensure timely completion and client satisfaction.
- Identify opportunities for process improvement and efficiency gains within project management and invoicing processes.
- Implement best practices and lessons learned from previous projects to enhance overall performance.
- Foster a culture of continuous learning within the project team.
- Provide training and mentorship to juniorproject coordinators and team members to develop skills and capabilities.
- Created comprehensive documentation for each phase of the project life cycle, ensuring all relevant information was easily accessible for future reference or audits.
- Organized meetings and gathered support materials.
- Worked closely with finance teams to monitor budgets consistently, identifying cost-saving opportunities without compromising quality or deliverables.
- Facilitated communication between departments to enhance project success.
- Coordinated numerous small- and large-scale projects to meet client requirements.
Project Coordinator
Excell Communications
01.2022 - 03.2023
- Monitor project progress closely to identify completed milestones or phases that trigger invoicing.
- Ensure that invoices are accurate and reflect the completed work or milestones as per the contractual
terms. - Include all necessary details such as invoice number, client details, project details (e.g., description of work done, dates, milestones achieved), billing period, payment terms, and any applicable taxes or discounts.
- Work closely with project managers, team members, and other stakeholders to gather necessary information for invoicing.
- Ensure that invoices are reviewed and approved by relevant parties before sending them to
clients/Vendors - Adhere to billing deadlines stipulated in the contract or agreed upon with the client to maintain positive cash flow and client satisfaction.
- Aim to send invoices promptly upon completion of milestones or at agreed intervals to avoid delays in
payment. - Enhanced team collaboration through regular meetings, fostering a positive work environment for increased productivity.
- Liaised between departments to facilitate communication and keep appropriate parties updated on project developments.
- Address any inquiries related to invoices promptly and professionally. Be prepared to provide supporting
documentation or clarification as needed. - Handle invoice disputes or discrepancies, working with relevant teams (such as finance or legal) to resolve issues efficiently.
- Ensure compliance with internal policies and external regulations related to invoicing and financial reporting.
- Prepare to project billing and financial records for audit.
Event Sales and Coordination, AP/AR and Payroll
Metro Healthfairs – On-Site and Virtual Health Fairs
06.2019 - 01.2022
- Event planning and scheduling
- Vendor and client communication
- Support of on-site team and vendors during event execution
- Event strategy, pricing and evaluation
- Preparation and maintenance of financial reports
- Accounts Payable/Receivable
- Invoice processing, reconciliation, monitoring of settlements and creation of aging reports
- Management of collection process for past due payments
- Payment of vendor invoices
- ADP Payroll
- Supported transition from on-site to virtual event delivery
- Improvement of operational processes, financial reporting quality and record maintenance.
Sales Support Analyst
Openlink Financial – Trading and Risk Management Software Solutions
08.2013 - 06.2019
- Support of sales and account management teams with existing and prospective clients in Energy, Commodity and Financial markets
- Analyzed marketing, sales and competitor data to provide SWOT analysis
- Draft strategies for new business development at the client service desk
- Collaborate with service groups globally and across all business functions to resolve client service issues and escalations
- Maintain team pipeline information in the internal CRM system and prepare client activity reports for senior management
- Manage detailed client and prospect databases and coordinate client communications
- Successfully assumed Sales and Account Management responsibilities beyond initial scope of the position
- Increased client satisfaction through shorter issue resolution and response times.
- Streamlined communication between sales and support teams, resulting in increased efficiency.
- Provided exceptional service to key accounts, fostering lasting relationships with clients while driving repeat business opportunities.
- Supported sales team with timely and accurate sales reports, contributing to informed decision making.
- Produced scheduled and ad hoc reports using in house CRM Software.
- Generated bar graphs, trend lines, and pie charts to represent sales data.
- Reduced customer complaints by addressing issues proactively and providing prompt resolutions.
Corporate and Project Executive
R&A TELECOMMUNICATION SDN BHD – Wireless Infrastructure Services
04.2004 - 04.2006
- Reported directly to the COO and CEO and performed hands-on management of complex, multi-million-dollar wireless infrastructure projects
- Served as government liaison and oversaw all internal and external resource management, client management, budgeting, forecasting and deadlines.
- Determined appropriate financial expenditures and implemented budgets.
- Evaluated project performance and made proactive adjustments to maintain quality and schedule.
- Spearheaded process improvements that led to increased productivity and reduced costs across multiple projects.
- Verified quality of deliverables and conformance to specifications before submitting to clients.
Education
German Integration Course and German for Professionals - German Language And Literature
Inlingua Language School
Berlin, Germany01.2010
Master of Science - International Business
University of Hertfordshire
London, UK01.2008
Bachelor of Science - Business Information Technology
Staffordshire University
London, UK01.2001
Bachelor of Science - Business Information Technology
A.P.I.I.T (Asia Pacific Institute of Information Technology)
London. UK01.1999
Skills
- Budget Management
- Revenue/ Estimates forecasting
- MS Office
- NetSuite
- QuickBooks
- One X (In house)
- DeepTracker (In house)
- Atlas (In house)
- Sales Force and other CRM
- SAGE Accounting
- ADP Payroll (Basic Knowledge)
- Project tracking
- Reporting skills
- Data Collection
- Data organization
- Project Management
- Administrative Management
Languages
German
Professional Working
Chinese (Cantonese)
Full Professional
English
Native or Bilingual
Malay
Native or Bilingual
Chinese (Mandarin)
Limited Working
Timeline
Senior Project Coordinator
Excell Communications
09.2022 - 03.2023
Operational Controller
Excell Communications
01.2022 - 07.2024
Project Coordinator
Excell Communications
01.2022 - 03.2023
Event Sales and Coordination, AP/AR and Payroll
Metro Healthfairs – On-Site and Virtual Health Fairs
06.2019 - 01.2022
Sales Support Analyst
Openlink Financial – Trading and Risk Management Software Solutions
08.2013 - 06.2019
Corporate and Project Executive
R&A TELECOMMUNICATION SDN BHD – Wireless Infrastructure Services
04.2004 - 04.2006
German Integration Course and German for Professionals - German Language And Literature
Inlingua Language School
Master of Science - International Business
University of Hertfordshire
Bachelor of Science - Business Information Technology
Staffordshire University
Bachelor of Science - Business Information Technology
A.P.I.I.T (Asia Pacific Institute of Information Technology)
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