Experience

Invenco

• New Zealand
• IT Services and IT Consulting
• 100 - 200 Employee

• Financial Controller - Projects

  • Apr 2022 - Present



Coller Capital

• United Kingdom
• Financial Services
• 200 - 300 Employee

• Co-Head of Group Finance

  • Jan 2020 - Feb 2022

  - Co-led the Group Finance team since January 2020, growing the team to 8 direct reports and represented the department on the Operations Committee.- Direct report to the COO, working closely with her to produce forecasts of business transformation projects and future revenue streams.- Financial control for Group (2 UK, 2 Guernsey, 1 USA, 2 Hong Kong, and 1 Beijing) and General Partner entities.- Managed Group audit and experience with a transition to new accounting standards (FRS 102), change in functional currency, and revenue recognition of new fund’s management fee.- Budgeting and Forecasting – Ownership of the Group budgeting process. Worked with Department headsthroughout the budgeting process. Forecasting transformation project costs and developed bespoke reporting for the Board.- Cash flow hedge accounting – Established processes for recording fair value movements in financial instruments used to hedge foreign exchange rate movements under FRS 102. Devised proposals for hedging future cash flows and reworking Group hedging policy.- Anaplan – Led the project to move the budgeting processes away from Excel. Collaborated with IT Consultants to build a budgeting model in Anaplan. Currently managing the implementation of Anaplan in the budgeting cycle. Completed Anaplan Model Building Level 1 training.- New fund – Oversaw the Group Finance role in raising a new fund. Developed system for recording recoverable costs and trained team to use the system. Forecasting potential scenarios for new fund (revenue modelling and cost recovery). Designed and developed reporting for bi-monthly Board reports. Led the final allocations of organisation costs and true up of management fees. Responded to investor enquiries. Show less

• Senior Management Accountant

  • Jan 2018 - Jan 2020

• Management Accountant

  • Aug 2015 - Jan 2018



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Experienced Analyst

  • Mar 2012 - Mar 2015

  - Leading as ‘Auditor In Charge’ and managing junior team members through client engagements including: managing 2 to 5 junior staff members; - Developed skills in financial analysis and reporting, delegation and management of work within a team setting, and timely delivery of work against set criteria to various stakeholders; - Providing clients with expert assistance over technical financial reporting by advising more practical and commercially astute methods; - Financial report writing on technical accounting issues including: industry analysis, legal compliance concerns and regulatory requirements; - Performing year end audits and ongoing financial management advice for various clients; - Project managing audit engagements through providing leadership, coaching and motivating of junior team members from planning to completion phase; and - Built relationships with key internal and external stakeholders to ensure desired outcomes were delivered. Show less



Enztec

• New Zealand
• Medical Equipment Manufacturing
• 1 - 100 Employee

• Assistant Accountant

  • Nov 2011 - Feb 2012

  Accounting duties including: - Product costing; - Accounting database organiser; - Preparation of PWC audit lead schedules - Assistance in end of year stocktake - Preparation of asset register and final financial statements; and - Any other tasks as directed by the Financial Manager. Accounting duties including: - Product costing; - Accounting database organiser; - Preparation of PWC audit lead schedules - Assistance in end of year stocktake - Preparation of asset register and final financial statements; and - Any other tasks as directed by the Financial Manager.