Theo Rhodes

As a marketing consultant with a focus on the personal finance niche, I focus on addressing my client's email lists and landing pages to increase their outreach and sales performance, covering everything from email campaigns, newsletter planning and segmentation, writing and reviewing the emails that are sent on their lists, to making sure their ESP (email service provider) is set up and following the industry's best practices, while seamlessly harnessing the best AI tools in the industry to achieve optimal results for them.

Conducting external audits in companies throughout Brazil to verify the accuracy of the financial statements released by the company.

Performing inventory and bank account control tests by cross-checking bank statements provided by banks with the figures provided by the company.

Monitoring and studying the financial market;

Working together with clients to better allocate their investment portfolios and overall assets;

Assisting clients with non-financial solutions, such as research and contracting insurance, foreign investments, etc.

Removal and relocation of domestic and corporate furniture items across Brisbane and the SEQ region in Australia.

Delivery of orders across the city of Brisbane, Australia.

Manage and monitor incoming scheduled, pending, and declined payments;

Conduct data entry and maintain financial records using QuickBooks;

Perform bank and credit card reconciliations;

Ensure timely collection of deposits, coordinating with banks and customers as needed;

Handle collections accounts, including customer outreach for payment follow-ups;

Engage in customer communications, including collection and resolving challenging issues.