Experience

• 

  IAG

  • Auckland, New Zealand

  • Contract

    • Oct 2023 - Present
    • Auckland, New Zealand

    (Role in corporate accounting team)• Board reporting.• RBNZ regulatory reporting, monthly and quarterly Solvency reporting.• IAG Risk Appetite Statement reporting (RAS).• IFRS 16 lease accounting and reconciliations.• Consolidation model accounting backup support.• Training a new recruit.

• 

  nib

  • Contract

    • Mar 2022 - Aug 2023

    (Role resulting from nib’s acquisition of Kiwibank’s life insurance business)• Assist with finalising the due diligence and acquisition of Kiwibank’s life insurance business effected in April 2022• Establishing and implementing finance processes and controls.• Designing and delivering insightful, meaningful financial and management reporting and financial analysis.• Statutory and regulatory reporting.• Budgeting, planning and forecasting, capital management and tax management.• Member of the NZ IFRS17 transition project team working with finance and actuarial internal stakeholders and PWC accounting firm and actuarial external stakeholders. This included identification of the impacts and decisions around approach on processes and systems arising from NZ IFRS 17 implementation.

• 

  Various

  • Auckland, New Zealand

  • Consulting and Finance Contract Assignments

    • Jul 2021 - Feb 2022
    • Auckland, New Zealand

    • Consulting and small business accounts and tax.

• 

  Kepa Financial Services

  • Auckland, New Zealand

  • Chief Financial Officer

    • Oct 2017 - Jun 2021
    • Auckland, New Zealand

    • Reporting to the CEO established and maintained full in-house finance function for the business.• Led a small team encompassing Finance, IT and HR.• Financial reporting, management reporting and financial analysis, statutory and regulatory reporting, Board reporting, budgeting, planning and forecasting, capital management and tax management.• Strategy development and project management of the business Licensing Project ‘Fit4Licence’ in readiness for the FSLAA regime effective 15 March 2021.• M&A strategy including drafting Board proposals, valuations, assessments, funding, legal coordination and execution.• High level of engagement with the CEO and Board as well as all levels of internal staff and external providers.• The NZFSG acquisition was effective 30 October 2020. Responsibilities subsequent to that date include maintaining the Kepa group of companies reporting and finalising the transition to NZFSG systems and processes for the acquired business.

• 

  Various

  • Consulting (small business), property investment and development.

    • Apr 2015 - Sep 2017

• 

  Suncorp Group and Vero

  • Auckland

  • Contract Assignment

    • Nov 2013 - Mar 2015
    • Auckland

    Led the financial accounting team responsible for a range of entities including life insurance, mortgage companies and superannuation schemes.Responsibilities included monthly reporting, group reporting, statutory reporting, leading the team through change with a restructure and integration into a Vero shared services function and project work.

• 

  Various

  • Auckland

  • Consulting and Contract Assignments

    • Nov 2011 - Nov 2013
    • Auckland

    Consulting, small business accounts including monthly reporting, annual financial statements, tax returns, GST, systems implementation. Clients included a charitable organisation Independent Schools Education Association.Contract at Suncorp Group with responsibilities including tax reviews, risk assessments, reconciliation and procedure reviews, forecasting and managing the financial accounting team.Property development including renovation of four houses and the sale of two.

• 

  ANZ (formerly ING (NZ) Ltd)

  • Finance Transition and PeopleSoft Consultant– Contract

    • May 2010 - Nov 2011

  • Finance Manager – Group / External Reporting

    • Jan 2007 - May 2010

• 

  ING (NZ) Ltd

  • Corporate Finance Manager

    • Jan 2004 - Jan 2007

  • Retail Finance Manager

    • Jan 1995 - Jan 2004

  • Fund Manager (Fund Accountant)

    • Dec 1991 - Jan 1995

• 

  State Bank of South Australia

  • Auckland

  • Assistant Financial Accountant

    • Dec 1990 - Dec 1991
    • Auckland

• 

  KPMG

  • Auckland

  • Auditor

    • Jan 1985 - Dec 1990
    • Auckland