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Aimee Badcock is a seasoned finance professional with extensive experience in management accounting, financial accounting, and planning budgeting and forecasting. She holds a Bachelor of Commerce degree from Victoria University of Wellington and is a Chartered Accountant (CA). Aimee has worked with various prominent companies, including Westpac, Heartland Group Holdings, Fonterra, ANZ, and Close Brothers Asset Management, in roles such as Manager Planning and Forecasting, Manager - External Reporting, and Financial Control Accountant.

Credentials

  • Chartered Accountant (CA) - First Time Passes
    New Zealand Institute of Chartered Accountants
    May, 2008
    - May, 2026

Experience

  • Westpac
    • Auckland, New Zealand
    • Manager Planning and Forecasting
      • Jan 2024 - Present
      • Auckland, New Zealand

  • Heartland Group Holdings
    • Auckland, New Zealand
    • Manager - External Reporting
      • Feb 2023 - Jan 2024
      • Auckland, New Zealand

    • New Zealand
    • Banking
    • 400 - 500 Employee
    • Subsidiary Accounting Manager - External Reporting
      • Apr 2022 - Feb 2023

    • Subsidiary Reporting Accountant
      • Sep 2020 - Apr 2022

  • Fonterra
    • Auckland, New Zealand
    • Treasury Accountant
      • May 2017 - Sep 2020
      • Auckland, New Zealand

  • Reserve Bank of New Zealand
    • Auckland, New Zealand
    • Treasury Accountant
      • Jun 2015 - May 2017
      • 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

  • ANZ
    • Auckland, New Zealand
    • Senior Accountant
      • Dec 2013 - Jun 2015
      • 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

    • Financial Control Accountant
      • 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)

    • Accountant (Temporary Contract)
      • Aug 2009 - Aug 2009

    • Product Controller
      • 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

    • New Zealand
    • Banking
    • 500 - 600 Employee
    • Management Accountant
      • 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)

    • Assistant Treasury Accountant
      • 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

Education

  • 2000 - 2004
    Victoria University of Wellington
    Bachelor of Commerce (B.Com.), Accounting and Commercial Law

Suggested Services

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Industry Focus. “Banking”

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