Experience

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  ANZ

  • Australia
  • Banking
  • 700 & Above Employee

  • Financial Control Specialist - Ngā Tapuwae Project

    • Apr 2023 - Present

    This role provides SME leadership and is responsible for delivery of the planning, analysis and implementation of Financial Control requirements for Modern Banking Platform/Ngā Tapuwae, including general ledger integration. It is also responsible for providing business unit (BU) accounting and reporting services, as required, including provision of accurate and timely financial information to support the Head of Financial Control and the wider NZ CFO Units Finance team.

  • Finance Manager Financial Control

    • Jan 2020 - Apr 2023

    Responsible for the oversight and monitoring of reconciliations completed outside Finance, including interaction with and reporting to the Heads of Operations and Operational Risk, the COO, the CFO.

  • Manager Statutory and Group Reporting Pacific

    • Sep 2017 - Jan 2020

    In this role I was responsible for leading and mentoring a team of 14 staff. My core responsibilities include driving engagement across our Pacific teams, streamlining processes and increasing efficiency and consistency to ensure profitability, cost reduction and providing a positive customer experience.

  • Finance Manager

    • Oct 2015 - Sep 2017

    Key achievements:- I managed the financial governance attestation (6 monthly governance review process by ANZ Group) and other period end requirements for the business, group and regulatory sign-off. The attestation process was a complex multi-stakeholder signatory process whereby I had to engage in all stakeholders at senior and executive level up to CEO level. - Blackline - Project lead in implementation and roll out and staff training of the Blackline reconciliation tool throughout NZ. - Balance sheet reconciliation training for all NZ finance staff. ( ~100)

  • Senior Accountant

    • Nov 2013 - Oct 2015

    Key Achievements:- Consolidation of insurance companies within ONEPATH i.e. ONEPATH Life (advisor book) and ONEPATH Insurance Services Limited (bank channel). - I was a key financial lead in the divestment of ONEPATH Life NZ. Selling off its medical insurance business to NIB- Review and Simplification of the commission structures for ONEPATH. - Review and redesign the claims recovery process including re-insurance recoveries. - Helping actuaries with forecasting, strategic planning and new product launches

• 

  Papakura Normal School

  • Auckland, New Zealand

  • Chairperson of the Board

    • Sep 2022 - Present
    • Auckland, New Zealand

    Board chair for the local school - full primary school situated with ~800 pupils of a wide range of cultural backgrounds including Māori, European, Polynesian, Asian, Indian and other ethnicities.Key transferable skill include:• Trusted advisor on all governance and financial matters• Learning a new industry and business/ education sector• Lead and advise on change management strategies• Long term planning & forecasting• Facilities and infrastructure management/ futureproofing• Creating an open, transparent, trusted and nurturing culture• Health & Safety • Key communications lead to Ministry of Education and Media

• 

  Company Director The Findian Kumars Limited

  • Company Director

    • Nov 2010 - Present

    Managing property and investments across Australia and NZ with a multi-million-dollar portfolio. Key transferable skill include:• Contract negotiations• Market research and trend analysis• Project management and stakeholder management• Effective cost management to maximise profit• Strong business and commercial acumen • Strong networking skills with a team of advisors• Ability to adapt to changing markets/ environment

• 

  Health Benefits Limited

  • Banking & Financial Analyst

    • Jul 2012 - Nov 2013

    Key Achievements:- Assist in the establishment of the Shared DHB Banking arrangement (including bringing new DHBs into scheme)- Review DHB cash flows forecasts and review against the monthly actuals to provide insights on cash flows and expenditure and therefore provide advice on future forecasting. - Lead DHBs with best practice internal processes to ensure success of the new arrangements and ensure the DHB understands its bank balances and cash flow projections. - Simplified the monthly reporting process to close month end to working day 5 (from 15)

• 

  Tower Insurance

  • New Zealand
  • Insurance
  • 700 & Above Employee

  • Financial Accountant - Medical & Tower Health & Life Limited

    • Jul 2010 - Jul 2012

    - Merged the Financial Accountant roles for Tower Medical and Tower Health & Life which resulted in cost reduction and efficiency gains across Tower Group. - Created efficiency with the claims recovery process thereby also resulting in enhanced profitability.

  • Financial Accountant - Tower Life Limited

    • Jun 2009 - Jul 2010

    - Relocation of the core financial accounting portfolio from Wellington to Auckland thereby proactively managing change and stakeholder expectations, increasing stakeholder’s engagement and decreasing time delays of key deliverables. - Project managed and implemented insurance system (BOA) for group risk products. Verified data related to all premiums, commissions, reinsurance premiums and reinsurance claims.

  • Financial Accountant - Tower Medical Limited

    • Jul 2007 - Jun 2009

    - Staff Management – team of 2- Set-up and implementation of the templates for balance sheet reconciliations - Budgeting and Forecasting

  • Assistant Accountant - Tower Health & Life Limited

    • Jan 2005 - Jun 2007

    - Simplification of the bank reconciliation processes and updates of procedure documents- Involved as a finance lead for insurance faces (core insurance system)- In-charge of set-up of Accounts Receivable, Payable and commissions systems requirements for the replacement of NIMS