Natalie Charles

Experience

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  Jarol Investments

  Jun 2017 - Aug 2018

  Payment Clerk/Accounts Payable

  Receiving, reviewing, and verifying invoices for goods and services provided to the company.Assigning appropriate general ledger account codes to invoices and entering them accurately into the accounting system. Communicating with vendors regarding invoice discrepancies, payment inquiries, and other related issues in a timely and professional manner.Preparing and processing payments to vendors, which may include checks, electronic transfers, or other payment methods, ensuring adherence to payment terms and deadlines.Reviewing and processing employee expense reports, verifying receipts, and ensuring compliance with company expense policies.Reconciling vendor statements with accounts payable records to ensure the accuracy and completeness of transactions. Show less

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  Commonwealth Bank Ltd. (Bahamas)

  Jul 2019 - Sept 2023

  Foreign Exchange Representative

  Providing customer service: Assisting clients with their foreign exchange needs, answering inquiries, and resolving issues related to currency exchange.Conducting transactions: Executing currency exchange transactions accurately and efficiently, including buying and selling foreign currencies according to current exchange rates.Monitoring exchange rates: Keeping abreast of currency market trends and fluctuations in exchange rates to provide timely and accurate information to clients.Advising clients: Offering advice and guidance to clients on the best timing and methods for exchanging currencies based on their needs, preferences, and market conditions.Processing paperwork: Handling paperwork and documentation related to currency transactions, including recording transactions, verifying identification, and ensuring compliance with regulatory requirements.Promoting products and services: Actively promoting additional foreign exchange products and services offered by the company to clients, such as prepaid travel cards, international money transfers, and currency hedging solutions. Show less

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  Center For Sales Performance

  Jul 2024 - now

  Project Management Intern

  As a Project Manager Intern, I lead a dynamic project aimed at introducing a new service division designed specifically for investment bankers. This division focuses on conducting sales force audits and implementing growth programs for businesses that fall short of revenue targets.Key Responsibilities:Project Planning: Defined project scope, set objectives, created timelines, and managed budgets to ensure the successful delivery of the division launch.Team Coordination: Led cross-functional teams, assigned roles based on individual strengths, and facilitated collaboration through effective communication.Resource Management: Monitored resources including personnel, budget, and materials to optimize project efficiency.Risk Management: Identified potential risks, developed mitigation strategies, and ensured the project stayed on track by addressing challenges promptly.Key Skills Developed:-Sales and marketing software proficiency (Koala App, Apollo.io, and Nimble CRM)-Outbound promotional campaign execution-Deepened understanding of investment bankers' concerns and business growth strategies Show less