Joseph Whelan - Conscientious problem-solver with 30 years of diverse expertise, enhancing efficiency one solution at a time!

Work Experience

2002 - Present

TRUST & SAFETY ANALYST - REMOTE

Concentrix CVG Ireland Limited / January 2024 - Present

(Pending Collective Redundancy)

Client - Indeed.com

I am responsible for ensuring compliance with the EU Digital Services Act (DSA) and providing effective moderation, investigation, and resolution of reports related to illegal activity for the Nordic markets, specifically Sweden, Denmark, Norway, and Finland. Key responsibilities include:

  • Moderation of reports of illegal content & harmful activities across digital platforms.

  • KYC Investigations to verify user identities and ensure platform integrity.

  • Fraud Investigation & Escalation to mitigate risks and manage cases of fraud or abuse.

  • Cross-functional collaboration with the client to implement & maintain DSA compliance.

  • Leadership of the project team to improve guidelines & workflow efficiency.

Top Achievement:
Led a project team in successfully rewriting the operational workflow and guidelines, streamlining processes to enhance efficiency, compliance, and safety measures for all EU markets.

CUSTOMER SERVICE AGENT - REMOTE

Zazzle Ireland Limited / October 2023 - December 2023

Swedish & International Market Advisor

  • Acted as the primary point of contact for customer inquiries via email and telephone, ensuring clear and effective communication with customers across different regions.

  • Investigated and resolved customer issues promptly, ensuring a positive experience while adhering to company policies and service standards.

  • Escalated quality, lead time, and other service-related issues to the appropriate teams to ensure swift resolutions and maintain customer satisfaction.

  • Consistently met customer Quality Assurance (QA) and feedback KPIs

QUICKBOOKS CLIENT CONNECTOR - REMOTE

Kevin Barry & Co. / December 2022 - August 2023

As a QuickBooks Gold ProAdvisor, I worked closely with clients to provide comprehensive accounting solutions and training while managing various financial functions for clients.

  • Customer Management & Solutions: Delivered tailored QuickBooks Online solutions to clients and providing ongoing support to ensure efficient use of the software.

  • Training & Support: Conducted training sessions for clients on QuickBooks Online and provided follow-up assistance to address any issues and ensure smooth operation.

  • Account Reconciliation: Managed reconciliation of Payables & Receivables, Bank, Payroll, and VAT accounts, ensuring accuracy and compliance on multiple accounts.

  • End-of-Year Preparation: Prepared client account schedules for end-of-year reporting, ensuring all transactions were accounted for and ready for tax filing.

  • Sole Trader Accounts & Tax Filing: Finalized and submitted Sole Trader Accounts on ROS (Revenue Online Service), ensuring timely and accurate tax filings.

  • Accountancy Manager Migration: Led the migration project for a transition to a new practice management software, improving workflow and efficiency for the team.

FINANCE MANAGER & OTHER ROLES

Inishturk Community Club CLG / May 2014 - December 2022

Finance Manager June 2020 - Dec 2022: Managed all aspects of company finances, ensuring compliance, accurate reporting, and operational efficiency.

  • Executed payroll, VAT, PAYE/PRSI returns, and ensured tax compliance.

  • Handled bank/cash reconciliation and managed accounts payable/receivable.

  • Prepared monthly, quarterly, & annual reports for the Board.

  • Liaised with external auditors and completed returns to government departments and the Charities Regulator.

  • Managed EPOS, IT systems, and the company website.

  • Led the Finance, Audit & Risk Subcommittee.

Top Achievements:

  • Successfully navigated finances during Covid-19, maintaining stability.

  • Established a company reserve policy for long-term financial security.

Bar. Restaurant & Shop Manager - May 2017 - May 2020: Operations Management: Oversaw daily operations, ensuring smooth service flow and maintaining high standards of cleanliness, safety, and compliance with HACCP

  • Team Leadership: Recruited, trained, and managed a team of 9 staff, fostering a collaborative and customer-focused culture. Scheduled shifts, managed time-off requests, and ensured adequate coverage during peak hours.

  • Inventory and Cost Control: Managed inventory levels, optimized ordering processes, and implemented waste reduction practices

  • Event Execution: Coordinated and hosted special events, private parties, and festivals

  • Retail store - day to day management of stock, orders, deliveries, customer service

Retail & Maintenance - Nov 2014 - May 2017

  • Environmental Maintenance worker

    • Work on various maintenance & construction projects.

  • Sales & Service - Shop

    • Day to day management of stock, orders, deliveries.

    • General sales & customer service

TRAIN CONDUCTOR - Hässleholm, Sweden

DSBFirst AB & Transdev AB / November 2009 - April 2014

Train conductor on Öresundståg (Oresund Region - International/Intercity Train service)

  • Ensured passenger and crew safety, and managed departure procedures.

  • Conducted ticket control and validation.

  • Acted as connection agent for train units (connecting/separating rolling stock).

  • Represented the ST Union in employer negotiations.

  • Served as Safety Representative (Skyddsombud) for 3 depots and 11 stations.

  • Provided colleague support as part of a rescue team, assisting in debriefing colleagues involved in distressing incidents..

TRAINING FACILITATOR & OTHER ROLES - Dublin

IBM / March 2002 - April 2009

  • IBM Server Division - Assembly Department

    • Server Assembly Operative & QA - i & p series

    • Training Coordinator & zSeries team lead

  • IBM Server Division - Training Department

    • Manufacturing Training Facilitator

    • New Hire/Seasonal Hire Induction Coordinator

  • LEAN Manufacturing Education Facilitator

    • SME on LEAN, 5s, CIP