Experience

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  Southern Cross Health Society

  • New Zealand
  • Insurance
  • 700 & Above Employee

  • Manager Finance Business Partnering - Planning & Decision Support

    • Apr 2023 - Present

    - Owning annual financial plan, bi-annual forecast and support 5-year strategic planning process- Providing reporting, business advice and insights to the management to support effective financial management and decision making- Partnering with business to plan, organize and monitor business activities to influence decision making that achieves financial performance targets- Working closely with CEO and COO to support executive decision making by providing data insights and analysis - Collaborating with Value Stream Leads and Product Owners to support the transformation arm of the business through data driven decision making on strategic projects- Collaborating with Head of Marketing, Head of Sales & Claims to support their operational decision making- Mentoring and developing a Financial Analyst- Drafting board papers to inform Directors of financial performance of the business

  • Finance Business Partner - Decision Support

    • Mar 2022 - Apr 2023

    - Providing reporting, business advice and insights to the management to support effective financial management and decision making- Preparing annual financial plan and bi-annual forecast- Partnering with business to plan, organize and monitor business activities to drive decision making that achieves financial performance targets- Challenging the decision making and influence key stakeholders to ensure success of the business- Continuously improving internal business processes to find a more efficient ways of working

• 

  Covenant Trustee Services Limited

  • Auckland, New Zealand

  • Senior Analyst

    • Mar 2020 - Mar 2022
    • Auckland, New Zealand

    - Maintain and update revenue budget - Undertake reviews financial statements, quarterly and monthly reports for compliance with trust deed and regulatory ratios and obligations, trends and monitoring these against forecasts - Implementation and monthly update of financial performance dashboard for management and stakeholder - Support General Manager to prepare monthly board reporting and provide explanation for variances in the funds under management- Analysis of monthly and quarterly reports as well as annual financial statements- Develop and maintain analytics spreadsheet- In-team specialist for Excel- Support, training and management of Junior Financial Analysts- Assist with reporting to the Financial Markets Authority- Maintain professional and strong client relationship including client meetings and site visits

• 

  Perpetual Guardian

  • Auckland, New Zealand

  • Financial Accountant

    • Aug 2017 - Mar 2020
    • Auckland, New Zealand

    - General ledger and associated sub systems- Preparation of the monthly P&L and Balance Sheet- Preparation of regular financial reports- Maintenance of the Group’s Fixed Asset Register- Circulation of cost centre reports - Balance sheet reconciliation and entire journal process

• 

  Muriwai Beach Horse Rides Ltd.

  • Muriwai Beach

  • Horse Trekking Guide

    • Feb 2017 - Aug 2017
    • Muriwai Beach

    Career break

• 

  Zalando

  • Germany
  • Retail
  • 700 & Above Employee

  • Finance Business Partner

    • Mar 2014 - Jan 2017

    Main Tasks included:- Forecasting and budgeting for the business unit- Sparring partner and go-to person for all financial key figures, planning, steering and reporting of the business unit- Support for management board by preparing monthly reports, analysing and commenting on cost development and plan deviations including presentations on monthly basis- Providing driver analysis to derive recommendations for target achievement of the business unit- Development & update of reporting and analysis tools, e. g. business case tool for financial planning and steering- Using forecasts for early identification of potential risks- Providing various ad-hoc analysis as well as unit-cost calculations for make-or-buy decisions- Acting as interface between various stakeholders such as accounting, operational management, production steering and category management- Conception and implementation of activity-based costs to increase process transparency and establish modular pricing calculations for internal and external services- Supporting the development of a key performance indicator tree to identify interrelations and dependencies to enable target-oriented steering of operational business

  • Financial Reporting Accountant

    • Mar 2013 - Feb 2014

    Main Tasks included:- Monthly and year-end reporting and detailed analysis of financial results, variances and forecasts including presentations on monthly basis- Preparation of annual financial reports and completion of external audit requirements- Profit and loss analysis- Development and update of reporting tools- Cash and banking- Balance sheet reconciliation- Manage internal and external auditing process- Setting forecasts and budgets- Support for management board by preparing monthly reports, analysing and commenting on cost development

• 

  Shire Deutschland

  • Berlin Area, Germany

  • Junior Accountant

    • Aug 2010 - Feb 2013
    • Berlin Area, Germany

    Main tasks:- Accounts receivable- Accounts payable- Cash and banks- Travel Costs

• 

  Roever Broenner Susat Mazars

  • Berlin Area, Germany

  • Office Administrator

    • Feb 2008 - Jul 2010
    • Berlin Area, Germany

    Main tasks:- Type documents, reports and correspondence- Organization of travel arrangements for staff- Coordinate and organize appointments and meetings- Assist with event planning and implementation- Monitor and maintain office supplies- coordinate messenger and courier service- receive, sort and distribute incoming mail- monitor incoming emails and answer or forward as required- prepare outgoing mail for distribution- fax, scan and copy documents- maintain office filing and storage systems- update and maintain databases such as mailing lists, contact lists and client information