Karl Lee
Manchester
Summary
Finance Assistant within a fast-paced Credit Control team, experienced in managing high-volume portfolios while maintaining high accuracy. Proficient in utilizing Business Intelligence (BI) reporting and advanced data filters to prioritize daily workflows and target aged debt recovery. Skilled in resolving complex billing disputes and negotiating payment plans to significantly reduce overdue balances and improve company cash flow.
Overview
5
5
years of professional experience
3
3
years of post-secondary education
Work history
Finance Assistant
On The Beach Holidays
Manchester
2022.06 - Current
- Ability to extract data by utilizing data filters to prioritize daily workflows using Business Intelligence
- Resolve complex billing and 'Refuse to Pay' queries by negotiating sustainable payment plans while maintaining positive customer relationships.
- Manage high-volume portfolios with a focus on aged debt recovery, negotiating sustainable payment plans to reduce overdue balances.
- Minimise loss whenever possible (Liaising with supplier)
- Payment / Financial enquires, Processing refunds and making Changes, amend Hotel, Flights.
CAD Tech
Connect Medical Systems
Oldham
2021.06 - 2022.04
- Produced high-accuracy technical specifications for manufacturers, maintaining a zero-error rate across complex, multi-stage projects.
- Collaborated with cross-functional teams to meet rigorous deadlines, demonstrating the organizational skills.
- Experience in software’s (AutoCAD/SolidWorks) to ensure all outputs met strict standards and specifications.
- CNC Programming, Overseeing the process from start to finish to ensure no error happens which can be time consuming to resolve.
Education
Bachelor of Arts - Product Design
University of Huddersfield
Huddersfield 2017.09 - 2020.05
Skills
- BI Reporting
- Outcome Tagging & Documentation
- Aged Debt Recovery
- Risk Assessment
- Payment Plan Negotiation
- Conflict Resolution
Accomplishments
Represented the company (Connect Medical System) at Arab Health 2020 in Dubai, acting as a technical point of contact for international clients. Responsible for demonstrating product specifications and answering complex queries in a high-pressure, global trade environment."
Affiliations
- Football and gym
- DIY / Creative arts
- Travel and exporation
- Gaming
Timeline
Finance Assistant
On The Beach Holidays
2022.06 - Current
CAD Tech
Connect Medical Systems
2021.06 - 2022.04
Bachelor of Arts - Product Design
University of Huddersfield
2017.09 - 2020.05