Experience

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  Auckland UniServices Limited

  • Project Accounting Manager

    • Nov 2021 - Present

    Manage a team of 2 Senior Financial Analyst/Management Accountants and 2 Financial Analysts/Management AccountantsPrepared comprehensive dimensional project analysis for Finance Business Partners (FBPs), empowering them to offer strategic insights and guidance to stakeholders.Lead all aspects of project financials. Manage the entire project financial lifecycle, from crafting winning pricing proposals to analysing performance and ensuring smooth project closure. Implement robust internal controls throughout.Drive continuous improvement in the project accounting function. This includes reviewing processes, collaborating with cross-functional teams to map workflows, developing standard operating procedures (SOPs) and templates, and leveraging automation tools for efficiency.Ensured the Project Accounting Team possessed the necessary resources, guidelines, tools, and competencies to effectively execute financial analytics and provide pertinent advice to stakeholders.Guided financial analysts through intricate business cases, identifying stakeholders' analysis and reporting requirements.Formulated a reporting structure tailored to meet stakeholders' reporting needs.Managed month-end, year-end, and annual audit processes concerning project accounting.By adeptly managing resources and providing strategic guidance, I facilitated seamless financial operations and supported informed decision-making throughout the project lifecycle.

  • Subject Matter Expert

    • Mar 2023 - Apr 2024

    I was seconded on Oracle PeopleSoft System Migration Project as a Subject Matter Expert.System Analysis and Planning: Collaborated with project manager and IT specialists to analyze the existing financial systems and processes. Assessed the compatibility of the new system with the organization's financial needs and objectives. Data Migration and Integration: This involves mapping data fields, cleansing and validating data, and ensuring that data integrity is maintained throughout the migration process. Worked on integrating the new financial system with other existing systems within the organization.Configuration and Testing: Participated in configuring the new financial system according to the organization's requirements. Collaborated with IT teams and system developers to customize settings, create financial reports, and set up user permissions. Conducted extensive testing to identify and resolved any issues or discrepancies before the system goes live.Training and Support: Provided training and support to finance staff and end-users on how to use the new financial system effectively. This included developing training materials, conducting training sessions, and offering ongoing supportTroubleshooting and Problem Resolution: Throughout the migration project, troubleshooted technical issues or challenges that arose with the new financial system. Worked closely with IT support teams and system vendors to diagnose problems, implement solutions, and ensure that the system operates smoothly.Documentation and Reporting: Assisted documenting all aspects of the system migration process. Communicated updates to project stakeholders and senior management.Post-Implementation Support: Continued to provide support and assistance to finance staff as they transition to using the new system in their daily operations. Addressed lingering issues, provided additional training as needed, and monitored system performance to ensure ongoing reliability and effectiveness.

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  Auckland UniServices Limited

  • Auckland, New Zealand

  • Finance Business Partner

    • Aug 2019 - Nov 2021
    • Auckland, New Zealand

    At UniServices, we bring ideas to life. We partner with the best minds at the University of Auckland to apply intelligent thinking to ideas that have the potential to change the world.Finance Business Partner with Commercialisation (High tech investment), IMAC (Immunisation Advisory Centre), Conectus and Werry Workforce Development

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  Spectrum Care Trust Board

  • Auckland, New Zealand

  • Systems Accountant

    • Feb 2018 - Aug 2019
    • Auckland, New Zealand

    Responsible for managing and overseeing Spectrum Care’s Finance Systems. By working closely with the Finance, IT and HR teams.• Provide support to key decision makers and interfacing between the business and technology systems• ensure that the financial data is captured accurately and integrity is maintained,• will guide the business through the future enhancements for the financial systems (NAV, Approval Plus),• be responsible for overseeing and leading the budgeting and forecasting processes for the business, including performance monitoring,• assist with business case preparation, implementation and post implementation review of projects• recommend system enhancements in terms of use and functionality to improve efficiency of the Finance function and the wider business

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  AZ Consulting

  • Auckland

  • Independent Business Consultant

    • May 2017 - Jan 2018
    • Auckland

    Forestry industry: Due Diligence analysis, Finance staff recruitment, Finance staff professional development, Profit and Loss analysis on various management options, company process improvements, costing models.Gained solid understanding about how forestry industry operates.

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  Inland Revenue Department

  • Manukau

  • Management Accountant

    • Apr 2015 - May 2017
    • Manukau

    Management Accountant for a number of core business units within Inland Revenue including Service Delivery co-ordination, Performance and Optimizations, Office of Chief Tax Counsel and People and Culture. Financial lead at the leadership table to support investment and financial decisions for managers ranged from Deputy Commissioner to Tier 4 managers.Budgeting and forecastingOuter years cost pressure analysis and forecastPrepare monthly management pack including monthly financials, risk and opportunity assessment, FTE analysis, baseline multi year forecast.Process and procedure review and improvementInvolved in technical training for junior team membersFinancial model building with SAP analyzer function to meet customers decision making demandProject benefit analysis - Reduced Paper outputGovernment Agency annual returns - FEC, OBU, MBU, BASS, Attestation, Procurement PlanAchievement: Produced a commercially sound financial model that is currently being utilized IRD Business Transformation project to monitor and forecast IRD printing/mailing costs (one of IRD's largest operating expenses). Was in team of 4 for Dashboard reporting development, developed a management pack that could be customized to suit various users reporting needs, replaced the traditional monthly financial reports in IR. Conducted user training for the new dashboard reporting for Auckland Management Accounting team.Received IRD Performance & Finance - Business Partnering Awards: For working better,smarter and more collaboratively.

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  Avis Budget Group

  • Auckland, New Zealand

  • Management Accountant/Business Analyst

    • Sep 2014 - Apr 2015
    • Auckland, New Zealand

    Prepare and review management reports and analysis of key business trendsUpdate and review monthly profit reporting to management and US headquarter and ensure the integrity of all profit reportingAssist in planning and preparing the Annual Corporate Plan, including co-ordination with the Island and Departmental managers and consolidation of all Plans into the overall Corporate PlanAssist with maintenance of Fleet Plans in liaison with Manager - Planning and Analysis and National Director of OperationsInvolvement in monthly review/analysis of P&L with Fleet/Station management and head office departmental managers in conjunction with Manager - Planning and AnalysisAnalyze financial information, initiate appropriate communication and actions to improve the profitability of organizationPrepare CSI thresholds and relevant reports as the key measurement for branch performance and staff performanceConduct ad hoc projects as required by the Manager - Planning and Analysis and Managing DirectorAward: Nov 2014. Avis Budget Group Drive for Results

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  Johnston's Group (Grayline New Zealand)

  • Westney Road, Mangere

  • Management /Company Accountant

    • Aug 2013 - Sep 2014
    • Westney Road, Mangere

    Management Accounting● Provided weekly forecast for sales of all the brands under Johnston’s Group over a period of 6 months for management meeting ● Monthly variance analysis between actual results and budget with commentary provided.● Business partner with Sales, Marketing and Reservation managers with assistance and advice for financial issues● Key Business Performance Analysis including KPI analysis and Pricing analysis● Regular review of efficiency and effectiveness of business processes. Set up policies and procedures to ensure appropriate product handling is being performed at 2 Airbus kiosks at Auckland Airport.● Maintain the current reporting models and continuously create new reporting models to meet the demand of management team● Participate supplier contract negotiation on Johnston’s behalfFinancial Accounting● Month end reports preparation, review and distribution to the managers and the board● Monthly Balance Sheet reconciliations● Maintain fixed assets register including asset addition, disposal and depreciation● Audit file co-ordination for annual audit● Liaising with external auditors regarding the critical business processes and procedures, compliance, financial figures and supporting documents● Prepare a number of regular statutory returns: GST, FBT and Statistics NZ returnsSystem Accounting● System Administration tasks: User Maintenance, chart of accounts maintenance, queue management● Assist in system upgrade, testing and built up of new system interface● Create report template to meet the requirement from management team Staff Management● Manage a team of 3 Finance Officers, including organizing regular meetings to ensure effective communication and information sharing is performed, staff training needs are met.● Set up Month end deadlines and ensure Finance Team is achieving each deadline

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  Manukau Institute of Technology

  • Otara Road, Otara

  • Assistant Accountant - Senior

    • May 2010 - May 2013
    • Otara Road, Otara

    Financial Accounting● Monthly reports preparation, review and distribution to senior managers● Monthly Balance Sheet Reconciliation● Capital Expenditure (Capex): Business case review, document Capex projects, WIP analysis, produce Capex reports to project managers for cost tracking purpose on a monthly basis.● Asset Register Maintenance: asset capitalization, disposal, depreciation, reconciliation, monitor assets capitalization process, annual assets review, asset revaluation and internal assets audit● Payroll and General Ledger code mapping, assist Business Analyst to correctly locate budget to each employee(>1000)● Annual report preparation (finalized with an unqualified audit opinion): financial reports, review and amend accounting policies, prepare notes to financial statements.● Co-ordinate audit files for external audit by Audit NZ● Liaising with external auditors regarding accounting procedures and compliance, financial figures and supporting documents.● Prepare a number of quarterly and annual returns to external government entities: Kiwisaver return to State Services Commission, ECE annual return to Ministry of Education, Charities Commission annual return.Management Accounting● Management accountant for MIT catering committee: sales margin and cost analysis on a monthly basis, regular review the usefulness of the financial information for business planning.● Variance analysis between actual results and budget with commentary provided.● Liaising with key management personnel of catering committee and assist them to understand its financial performance.● Draft project proposals (on project basis). System Accounting● System administration tasks: user, profile, financial delegation, chart components maintenance, workflow rules review and monitor, server monitor● Create report templates in the system via XLONE reporting function to meet senior managers’ need.● Assist in system upgrade, new module installation, testing and new user training.

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  PMP Limited NZ

  • Customs Street West, Auckland CBD

  • Assistant Accountant - Senior

    • Aug 2005 - May 2010
    • Customs Street West, Auckland CBD

    -​Monthly Balance Sheet Reconciliation-​Preparation of financial reports: P&L and Balance Sheet-​Preparation and submission of weekly forecast and budget to the Group-​Monthly analysis on sales, cost of sales and a variety of overheads.-​Assist with quarterly update of capital expenditure records-​Produce system flowchart as required by management team to review.-​Month end reports analysis: Top customers analysis, sales and cost reconciliation, Actual v Forecast variance analysis, credit analysis, P&L review.-​Financial year budgeting tasks: previous year’s sales and expenses review and analysis.-​Prepare the section of EMT report related to sales analysis.-​Intercompany reconciliation and monthly intercompany adjustment-​Credit control on cash account customers-​Accounts receivable tasks, including invoice and credit note processing for our top customers such as Harvey Norman, Telstra Clear, Dick Smith and Foodstuff-​Accounts payable tasks, including purchase order reconciliation for major suppliers, such as Reach Media (Letterbox Channel)