Operations Manager

• Nov 2021 - Present

Adviser Services

• Oct 2015 - Nov 2021

With more than 20 years in mortgage and insurance distribution, we're the experts in financial solutions.NZ Financial Services Group was formed in 2013 when two of New Zealand’s leading financial services groups, Allied Kiwi and Loan Market, merged to create one of the largest financial services companies in the country.NZFSG is home to more than 750 members that offer home loan, insurance, and other financial services across New Zealand.

Finance Manager

• Jan 2012 - Oct 2015

Founded in 1980, Baseline has evolved into Wellington’s largest print and design company of its type. The process of evolution continues and today we are able to cater to all multi-media requirements.With the greatest capacity of any digital-print company, Baseline have developed a holistic approach to business in which we are able to meet all our clients’ print communication needs under one roof. Founded in 1980, Baseline has evolved into Wellington’s largest print and design company of its type. The process of evolution continues and today we are able to cater to all multi-media requirements.With the greatest capacity of any digital-print company, Baseline have developed a holistic approach to business in which we are able to meet all our clients’ print communication needs under one roof.

International Portfolio Accountant - Contract

• Aug 2011 - Dec 2011

Key Responsibilities• Maintaining a pre-existing portfolio of countries until a permanent replacement is sourced• Assisting team members with portfolio accounts• Month end journals• Invoicing and payments• Liaising with the Auckland office• Additional ad-hoc tasks when needed ~ formatting / data analysisProfessional AccomplishmentsSuccessfully learnt and maintained a pre-existing portfolio of countriesSuccessfully learnt to an intermediate level NZ Post International software such as TM1, IPS, IMAS, PEGASUS.

Finance Manager

• Jan 2008 - Jul 2011

Key responsibilities• Legislative compliance requirements (GST, FBT, PAYE and other)• Responsible for all accounting functions• Management and training of finance team• Continually reviewing existing procedures and documentation for finance functions• Preparation of monthly management & board financial papers• Attending monthly board meetings• Preparation of annual budgets and re-forecasting• Preparation of monthly / annual financial statements• Management of cash flow and treasury functions• Accurate and timely payroll payments (51 staff members)• Accounts payable and receivable• IT support for IT manager• Financial audits / updating system (policies and procedures)Professional AccomplishmentsSuccessfully setup up a new company for the Upper Hutt Health Centre; involving but not limited to:• Research and implementation of invoicing on amalgamation• Setup new company MYOB set off accounts• Setup new company IMS payroll system• Setup new company legislative compliance requirementsSuccessfully aided my team in reducing company debt from 8% to 3% in less than 2 years

Office Manager

• 2004 - 2007

Key Responsibilities• Liaising with Head Office• Overseeing accounts department• Revising monthly and annual budgets• Obtaining funding for projects• Preparation of monthly and annual financials for director• Liaising with external accountant• Advanced use of MYOB• Legislative compliance requirements (GST, FBT, PAYE and others)• Liaising with onsite and roaming staffProfessional Accomplishments• Introduction of MYOB accounting software into the company• Created multi level excel spreadsheets for the tracking of simultaneous housing projects