Experience

The Fred Hollows Foundation NZ

• New Zealand
• Non-profit Organizations
• 1 - 100 Employee

• Group Management Accountant

  • Dec 2021 - Present



Chartered Accountants Australia and New Zealand

• Australia
• Accounting
• 700 & Above Employee

• Facilitator

  • Oct 2007 - Present

  Experienced facilitator of the post graduate CA Program and CA Study Masterclasses, including Capstone, Ethics and Business, Audit and Risk that supports candidates on their path to CA Qualification. Experienced facilitator of the post graduate CA Program and CA Study Masterclasses, including Capstone, Ethics and Business, Audit and Risk that supports candidates on their path to CA Qualification.



Auckland for Kids

• New Zealand
• Online Audio and Video Media
• 1 - 100 Employee

• Founder and Editor

  • Aug 2014 - Present

  I publish Auckland's largest family blog featuring ideas and inspiration for things do do in Auckland with Kids. In the past 12 months, the site has received over 1 million page views. I also manage the large social media community of mostly Auckland families across Facebook (40,000 followers) and Instagram. Find it at www.aucklandforkids.co.nzContact on social at www.facebook.com/AucklandforKids I publish Auckland's largest family blog featuring ideas and inspiration for things do do in Auckland with Kids. In the past 12 months, the site has received over 1 million page views. I also manage the large social media community of mostly Auckland families across Facebook (40,000 followers) and Instagram. Find it at www.aucklandforkids.co.nzContact on social at www.facebook.com/AucklandforKids



Shortland Chartered Accountants Limited

• New Zealand
• Accounting
• 1 - 100 Employee

• Financial Controller

  • May 2021 - Jan 2022

  Ownership of the financial management of the business reporting to the Partners. Responsibilities include: monthly reporting, managerial accounting, AP, AR, payroll, budgeting, forecasting, compliance and financial controls. Ownership of the financial management of the business reporting to the Partners. Responsibilities include: monthly reporting, managerial accounting, AP, AR, payroll, budgeting, forecasting, compliance and financial controls.



Lyne Davis Opinion Limited

• Associate

  • Oct 2011 - Apr 2017

  Respected associate at one of New Zealand’s leading expert independent financial opinion providers. Experienced in the areas of business valuation, quantifying loss of profits and economic loss, relationship property valuations, asset tracing, economic disparity claims, litigation support and financial dispute resolution. Conducted a wide range of commercial, forensic investigations involving misappropriation of assets and fraudulent financial reporting and valuations for matrimonial purposes. Communicated with clients, barristers, solicitors and other external stakeholders to solve problems. Prepared detailed written reports to support extensive research and analysis for use in client meetings, mediations and at court.Find out more about Lyne Davis Opinion at: lynedavis.com



Auckland Museum

• New Zealand
• Museums, Historical Sites, and Zoos
• 200 - 300 Employee

• Board of Trustees

  • Oct 2007 - Oct 2013

  Trustee and Chair of the Audit and Risk Committee and Chair of the Planning Committee on the Auckland Museum Trust Board Trustee and Chair of the Audit and Risk Committee and Chair of the Planning Committee on the Auckland Museum Trust Board



BDO Spicers

• New Zealand
• Accounting

• Audit Principal

  • 2005 - 2007

  Lead a large portfolio of audit clients in a broad range of industries and sectors. Lead client relationship management at an executive level from the Financial Controller to the CEO, and often also with overseas parent company or subsidiary executives. Jointly managed an audit team of 20 people with multiple engagement teams ranging from one to five people to perform audits, reviews and agreed upon procedures. Presented and led staff training courses and mentored junior staff. Lead a large portfolio of audit clients in a broad range of industries and sectors. Lead client relationship management at an executive level from the Financial Controller to the CEO, and often also with overseas parent company or subsidiary executives. Jointly managed an audit team of 20 people with multiple engagement teams ranging from one to five people to perform audits, reviews and agreed upon procedures. Presented and led staff training courses and mentored junior staff.



Air National Corporate Limited

• Chief Financial Officer

  • 2003 - 2005

  Air National Corporate Group was a privately owned group operating charter airlines and corporate jets, ground handling and a travel agency companies. Led the commercial functions of the business including, finance, tax, legal, human resources, property, insurance, procurement and administration functions of the business. Collaborated closely with the other executive team members daily, at both a big picture strategic level and in detail.Responsible for:- Preparing the financial and management reports, capital expenditure reviews, business cases, statutory returns and income tax compliance.- Undertaking the Treasury functions, including arranging hedges and options for the purchase of US dollars.- Assessing new business development opportunities and implementing successful ones.- Interviewing staff, approving the payroll, and ensuring appropriate legislative compliance.- Negotiating contracts with suppliers, plane owners (either as an owner, lessor or under a management contract) and insurers.



Prudential Assurance

• Malaysia
• Insurance
• 700 & Above Employee

• Project Financial Controller

  • 2002 - 2003

  Lead the finance function of significant business transformation projects and worked closely with the corporate development Director, programme managers and project team.Maintained financial integrity in a fast-changing environment, whilst challenging and highlighting serious issues with the programme board and steering committee. Provided clarity to current reporting, accounting and budgeting procedures, ensuring a consistent approach to financial controls across the projects. These were constantly changing projects that needed credibility established for financial control across the projects.Contributed commercially to the success of the projects and delivered a process of challenging costs. Collaborated with the commercial team to determine the optimal project strategy. Conducted financial planning and analysis, including building financial budgeting models and maintaining and developing effective accounting controls and procedures. Undertook contractual negotiations with supplier. Prepared the project management and financial reporting and presented these to the project board and steering committee.



Accenture UK

• United Kingdom
• IT Services and IT Consulting
• 500 - 600 Employee

• Finance Deal Manager

  • 2001 - 2002

  Accenture HR Services (formerly called e-peopleserve) is a Business Process Management start-up which was jointly owned by BT & Accenture and focused on HR Services. Responsible for the financial evaluation of major new HR/IT business opportunities working closely with the sales and business development teams, and senior executives. Key achievement was leading the finance on the successful bid of GBP 80 million to provide outsourced HR support to Cable and Wireless in the UK and the USA. Accenture HR Services (formerly called e-peopleserve) is a Business Process Management start-up which was jointly owned by BT & Accenture and focused on HR Services. Responsible for the financial evaluation of major new HR/IT business opportunities working closely with the sales and business development teams, and senior executives. Key achievement was leading the finance on the successful bid of GBP 80 million to provide outsourced HR support to Cable and Wireless in the UK and the USA.



Heron International

• Construction
• 1 - 100 Employee

• Interim UK Property Development Financial Controller

  • Dec 2000 - Jan 2001

  Responsible for the financial and management information of 14 UK development properties for a three-month interim contract. Prepared monthly viabilities for each development property, modelling viabilities of new potential new development properties and prepared and presented board reports. Communicated with the bank and prepared and reviewed documentation for loan draw downs. Reviewed the Development Accountant’s and other junior accounts staff work. Communicated with the companies’ external auditors and the JV partners’ auditors.Read more about Heron here:



EY

• Entertainment Providers
• 1 - 100 Employee

• Senior Consultant - Hospitality & Leisure Group

  • Aug 1998 - Nov 2000

  Responsible for leading and/or being the key member of the team on a wide range of client assignments in the United Kingdom and Europe. Work involved the entire lifecycle of the project and included market demand analysis, business planning, feasibility studies, market research, financial analysis and operational review projects. Presented at industry conferences in the UK and Europe.

• Audit Manager - Japanese Business Group

  • Sep 1996 - Aug 1998

  Responsible for a portfolio of 20 Japanese clients (UK based subsidiaries) for managing the technical audit work and the relationship between EY and the client’s audit and other EY disciplines providing services to the client. Managed the client relationship with the client C-level executives. Managed teams ranging from two to 20 people from multiple disciplines to perform interim audits, year-end audits, control reviews and business process reviews. Led training courses for the department and mentored staff.

• Audit Senior

  • Jan 1993 - Dec 1996

  Led the day-to-day management of audits for range of New Zealand clients.