Bio
Credentials
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Chartered Accountant (CA) - First Time Passes
New Zealand Institute of Chartered AccountantsMay, 2008- May, 2026
Experience
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Westpac
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Auckland, New Zealand
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Manager Planning and Forecasting
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Jan 2024 - Present
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Auckland, New Zealand
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Heartland Group Holdings
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Auckland, New Zealand
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Manager - External Reporting
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Feb 2023 - Jan 2024
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Auckland, New Zealand
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New Zealand
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Banking
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400 - 500 Employee
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Subsidiary Accounting Manager - External Reporting
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Apr 2022 - Feb 2023
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Subsidiary Reporting Accountant
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Sep 2020 - Apr 2022
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Fonterra
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Auckland, New Zealand
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Treasury Accountant
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May 2017 - Sep 2020
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Auckland, New Zealand
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Reserve Bank of New Zealand
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Auckland, New Zealand
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Treasury Accountant
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Jun 2015 - May 2017
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Auckland, New Zealand
- Monthly reporting in respect of financial markets activities- Daily P&L processing and review- High risk balance sheet reconcilitations- Ensure products are accounted for appropriately- Liason with Finance, Financial Markets and other Bank departments- Improvements made to the half year and full year investment budget- Secretary for internal Front Office/Operations monthly meeting- Completion of research paper relating to IFRS accounting implications of updated market valuations
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ANZ
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Auckland, New Zealand
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Senior Accountant
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Dec 2013 - Jun 2015
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Auckland, New Zealand
Transaction Banking (Institutional) Revenue- Monthly reports and analysis- High risk balance sheet reconciliations- Average balance sheet and margin analysis- Half yearly tenor review paper for NZ businesses- Simplification of complex processes relating to funds transfer pricing on transit balances- Liason with Transaction Banking business partner and other areas such as Markets and Global Loans
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Financial Control Accountant
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Sep 2009 - Jul 2013
Financial Controller for the High Net Worth business- Production of monthly management board reports - Analysis of income/costs (variance analysis)- Bonus calculations- Assets Under Management reporting - Margin analysis- VAT reporting- FSA regulatory reporting- Statutory reporting (GAAP)
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Accountant (Temporary Contract)
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Aug 2009 - Aug 2009
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Product Controller
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Sep 2008 - Apr 2009
Leveraged Finance and Syndicate- Production of daily P&L reports- Investigation of anomalies as required- Monthly P&L reconciliations to general ledger- Risk Weighted Assets reporting- SOX Reporting papers relating to Upfront Fees
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New Zealand
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Banking
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500 - 600 Employee
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Management Accountant
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Sep 2005 - Aug 2008
- Monthly board reports (variance analysis)- Financial reporting to the NZ Treasury- Statutory reporting - Analysis of financial instruments- Planning and budgeting- Goods and Services Tax (GST)
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Assistant Treasury Accountant
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Mar 2004 - Sep 2005
- Production of daily P&L reports against value at risk benchmarks (VaR)- Investigation of any trade/portfolio queries when required- Monthly reconciliations to ensure data integrity across treasury systems
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Education
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2000 - 2004Victoria University of Wellington
Bachelor of Commerce (B.Com.), Accounting and Commercial Law
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Industry Focus. “Banking”
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References
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