Caroline D
Finance Manager at Sustainability Trust- Claim this Profile
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Bio
Credentials
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Analyzing and Visualizing Data with Microsoft Power BI
RADACAD -
Analyzing and Visualizing Data with Microsoft Power BI
RADACAD -
Chartered Accountant
NZICA
Experience
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Sustainability Trust
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New Zealand
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Environmental Services
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1 - 100 Employee
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Finance Manager
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Mar 2020 - Present
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Contract Business Analyst
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Nov 2019 - Feb 2020
• Analyzing business needs and assessing suitability for a new job management system• Reporting to management team on system review and recommendations • Assist with new system implementation and data migration • Analyzing business needs and assessing suitability for a new job management system• Reporting to management team on system review and recommendations • Assist with new system implementation and data migration
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PAE (New Zealand) Limited
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Facilities Services
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1 - 100 Employee
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Contract Accountant
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Apr 2019 - Sep 2019
• Business process documentation for the entire Finance Function in Microsoft Visio and Word• Other Finance Functions as requested• Investigating AP automation systems for a new project
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Acting Financial Controller
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Jan 2019 - Mar 2019
• Contract role to cover Financial Controller whilst recruiting for permanent Finance Manager • Month end reporting to PAE(US) and site managers • Investigation of month end budget – actual variances across 3 regions (over 20 cost centres)• Ensuring Finance Department and systems run smoothly• Relationship building with site managers to assist in them owning their P&L’s and budgets• Reviewing and approving company cash flows and reconciliations• Staff management of 5 FTE’s • Responsibility for external audit and annual report preparation
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PaySauce
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New Zealand
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IT Services and IT Consulting
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1 - 100 Employee
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Contract Accountant
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Oct 2018 - Jan 2019
• Preparation of company annual budgets & cash flow statements• Creation of month end reports for BOD• Testing payroll software in development & providing feedback on JIRA• Review of GL accounts as company transfers to IFRS & becomes publicly listed. • Preparation of company annual budgets & cash flow statements• Creation of month end reports for BOD• Testing payroll software in development & providing feedback on JIRA• Review of GL accounts as company transfers to IFRS & becomes publicly listed.
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PAE
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United States
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International Trade and Development
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700 & Above Employee
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Contract Accountant
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Jun 2017 - Mar 2018
• Project manager for implementation of Pronto Financial Software• Charged with full system setup and roll out• Managing integration between job management software (Maximo) and financial software (Pronto)• Design and roll out of new finance procedures• Design and roll out of new system efficiencies • Charged with system fixes and liasing with consultants as required• Month end processes, reporting and analysis• Over a period of six months the entire organisation (approx. 400 employees) had transitioned over to the new system and annual financial statements were produced in the new environment.
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Regal Manufacturers
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United States
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Manufacturing
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1 - 100 Employee
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Management Accountant
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Jul 2015 - Feb 2017
• Monthly financial control and analysis, Development of budgets and KPI’s• Involved in the financial modelling and bank proposal of another company acquisition• Integrating the acquired company onto the financial system. Setting up processes and procedures around data collection for finance processing• Developing business requirements for a new financial software application (Accredo). This involved managing the entire project from information gathering to post implementation support.• Developing new reporting functionality in Accredo, working with Accredo QSP to automate various accounting functions
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Contract Accountant
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Oct 2015 - Dec 2015
• Researching and sourcing an appropriate job management system for the company• Supporting the move from excel worksheets to GeoOp Job management solution• Developing new processes for system and delivering training on new workflow• Improving payroll processes and efficient Xero / I-payroll integration • Automating various accounting tasks through Xero • Researching and sourcing an appropriate job management system for the company• Supporting the move from excel worksheets to GeoOp Job management solution• Developing new processes for system and delivering training on new workflow• Improving payroll processes and efficient Xero / I-payroll integration • Automating various accounting tasks through Xero
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Chartered Accountants Australia and New Zealand
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Australia
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Accounting
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700 & Above Employee
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Management Accountant
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Sep 2010 - Jun 2014
• Budgeting, Monthly forecasting, Monthly financial analysis for over 50 cost centres at national and regional level• Reporting to various tiers from BOD to third tier managers• Initiated and managed various finance system improvements• Provided one on one training on financial system issues across all regions• Backup for systems accountant. • Budgeting, Monthly forecasting, Monthly financial analysis for over 50 cost centres at national and regional level• Reporting to various tiers from BOD to third tier managers• Initiated and managed various finance system improvements• Provided one on one training on financial system issues across all regions• Backup for systems accountant.
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Toitū Te Whenua Land Information New Zealand
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New Zealand
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Government Administration
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500 - 600 Employee
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Management Accountant
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Apr 2008 - Aug 2010
• Finance system support to Crown Property Management (CPM) Group (includes departments such as OIO – Overseas Investment Office)• Monthly financial reporting (to Treasury and internal), analysis and advice• Preparation and planning of year end IFRS asset re-valuations and implementation of internal audit recommendations• Documentation and flow charting of CPM business processes for Finance purposes • Finance system support to Crown Property Management (CPM) Group (includes departments such as OIO – Overseas Investment Office)• Monthly financial reporting (to Treasury and internal), analysis and advice• Preparation and planning of year end IFRS asset re-valuations and implementation of internal audit recommendations• Documentation and flow charting of CPM business processes for Finance purposes
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MEC
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Canada
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Retail
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700 & Above Employee
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Financial Accountant
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Dec 2007 - Feb 2008
• Cash flow monitoring• External statutory reporting & internal reporting• Fixed assets reporting • Preparation of audit schedules and assisting over year-end• Charged with investigating and correcting fixed asset module when inaccuracies between subledger and GL were discovered • Cash flow monitoring• External statutory reporting & internal reporting• Fixed assets reporting • Preparation of audit schedules and assisting over year-end• Charged with investigating and correcting fixed asset module when inaccuracies between subledger and GL were discovered
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Ministry of Social Development (MSD)
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New Zealand
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Government Administration
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700 & Above Employee
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Management Accountant
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Dec 2006 - May 2007
• Month end Financial Reporting to the Executive Committee • Research and analysis of financial and non-financial data• Development and review of budgets for cost centre managers• Monitoring and analysis of expenditure on contractors and consultants, and the debtors and annual leave balance• Development of reporting templates• Review of monthly forecasts• Preparation of high level forecasts and analysis of funding pressures • Month end Financial Reporting to the Executive Committee • Research and analysis of financial and non-financial data• Development and review of budgets for cost centre managers• Monitoring and analysis of expenditure on contractors and consultants, and the debtors and annual leave balance• Development of reporting templates• Review of monthly forecasts• Preparation of high level forecasts and analysis of funding pressures
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Financial Accountant
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Feb 2005 - Nov 2006
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Assistant Financial Accountant
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Oct 2003 - Aug 2004
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Xerox Business Centre
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Retail Office Equipment
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1 - 100 Employee
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Business Support Rep
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Jul 2002 - Aug 2003
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Finance Assistant
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Apr 2000 - Mar 2001
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Bookkeeper
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Nov 1999 - Nov 2000
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Education
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Chartered Accountants Australia and New Zealand
Chartered Accountant -
University
Bachelor of commerce, Accounting & Business