Bio
Credentials
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B Bursary
New Zealand Qualifications Authority
Experience
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Harcourts New Zealand
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Papakura
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Sales Consultant
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Sep 2018 - Present
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Papakura
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Department of Education, Training and Employment (Queensland)
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Brisbane, Australia
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Senior Financial Advisor
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Jun 2012 - Dec 2013
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Brisbane, Australia
Prepared Monthly Divisional Reports for Business UnitsWorked with the Performance Reporting Team to ensure deadlines are metVerified Financial Acquittals and submissions back to the Commonwealth Government (Australia)Verified Estimates as part of the Minister hearing process annuallyReviewed journals and postings in SAP Liaised with Business Units on actuals, budget profiles, funding and other issuesFirst point of contact in the Finance team for Business Units and other parts of the business and liaising with other teams, for example, GL, Assets, and Internal BudgetContributed to continuous improvements in the departmentAdhered to Departmental policies and escalating issues to senior management in a timely manner
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New Zealand
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Civic and Social Organizations
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700 & Above Employee
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Accountant - Debt/Treasury
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Nov 2007 - Oct 2011
Prepared Month End Management ReportsSuggested improvements to Month End processesInvolved in the preparation of Financial Summary Report to the CouncilTreasury report and commentaries to the CouncilWorked with ETOS Ltd (Auckland) on treasury matters Arranged new facilities with external financial institutionsAssisted in the preparation of Annual Accounts and note disclosuresAssisted auditors with interim and final auditsBalance Sheet reconciliationsEvaluation of loan guaranteesMaintenance of operating and finance leasesMonthly GST returnsQuarterly FBT returnsQuarterly & Annual Survey for Statistics NZWorked with Toovey Eaton (TaxTeam) on projectsWorked with Media on Council queries
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Accountant - Community Services
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Dec 2005 - Nov 2007
Prepared Month End Management ReportsSuggested improvements to Month End processesDaily and Monthly Bank ReconciliationsLiaise with Business Units on their monthly divisional reportsForecasted adjustments to budgets at specified times during the yearBudget Maintenance - Budget & Carryover adjustments when specified during the year Carry-out project work i.e. Audit Parking NZ Association and Operation Phoenix (relating to Boxing Day tsunami)CAPEX Reconciliations - Worked in progress ledger to the general ledger and the capital expenditure ledger.Provided training, guidance and support to various unit administration staff and financial system users e.g. account queries, coding, running reports
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The Lines Company Ltd
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Te Kuiti
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Junior Financial Analyst
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Nov 2000 - Jun 2002
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Te Kuiti
Involved in the analysis of the Joint Venture Acquisition of Waikato Power LimitedPrepared financial statements (financial performance and position) on a monthly basisPrepared analysis on the network charges for the Chief ExecutiveGST and FBT returns and filingAged Debtors analysis for Month EndInventory control (Inventory report and rollover for each month)Fixed Asset Register Maintenance (Asset additions, disposals, and updates)Prepared journals and Job costing maintenanceSales Order processing and auditingDealt with fixed and variable network chargesBank/Balance sheet reconciliations
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Education
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1998 - 2001University of Waikato
Bachelor of Management Studies/Graduate Diploma in Accounting, Accounting, Finance & Economics -
1993 - 1997Hillcrest High School
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References
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