Experience

• 

  Carter & Associates

  • Business Advisory Services

    • Apr 2020 - Present

• 

  BDO

  • New Zealand

  • Business Advisor

    • Sep 2018 - Mar 2020
    • New Zealand

    Preparation of financial statements to a high standard suitable to meeting with clients. Manage a selected list of clients, and undertake their accounting services as required. Preparation of GST and Income tax returns and filing with Inland Revenue Department. Communicate directly with clients and IRD to resolve issues regarding their affairs as required.

• 

  Edtech Financial Services

  • Accountant

    • Apr 2016 - Sep 2018

    Managing financial operations of Schools in the Education sector. I manage a wide range of schools in my portfolio. I provide basic book keeping to monthly accounts, reports, GST returns and preparation of year end accounts as per Ministry of Educations requirement. By delivering a responsive and innovative approach that meets the individual needs of every school, I believe real value gained . I believe in engaging with my clients to work together and get tangible results that benefits them.

• 

  RSM NZ

  • 1 Broadway, Newmarket

  • Senior auditor

    • Apr 2014 - Mar 2016
    • 1 Broadway, Newmarket

    As a senior auditor, I participated in and lead staff on audit engagements in varying industries. I took the opportunity to coach other less experienced staff through sharing experience and knowledge appropriately. I am passionate about working with real people and working together to deliver tangible results

• 

  Recovery Solutions

  • Assistant Accountant

    • Mar 2012 - Dec 2012

    Provided support to the Chief Financial Officer and the wider finance team by reviewing monthly process, performing reconciliations of accounts, verifying financial statements, ledgers and accounts and making corrections where appropriate, preparing monthly board reports, finalizing year end accounts and assisting with budget preparations and year end audits.One of the highlight of this role was moving the finance system from an old system to Microsoft Dynamics.

• 

  Hayes Knight New Zealand

  • Auditor

    • Feb 2006 - Dec 2009

    Assisted to organize and plan the steps to conduct the audit. This required detailed review, examination and assessments of accounting systems, internal control and financial transactions. Excellent communication skills both written and oral was developed when engaging with key stakeholders and senior management.