David Hii

Operational Finance Manager at Hobson Wealth Partners
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Contact Information
us****@****om
(386) 825-5501
Location
Auckland, Auckland, New Zealand, NZ
Languages
  • Mandarin Native or bilingual proficiency
  • English -

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Credentials

  • Six sigma - Yellow Belt
    -
    Jan, 2015
    - Nov, 2024
  • KAISEN Essentials
    Kaisen
    Apr, 2013
    - Nov, 2024
  • St Johns – First Aid Level 1
    -
    Jan, 2013
    - Nov, 2024

Experience

  • Hobson Wealth
    • New Zealand
    • Financial Services
    • 1 - 100 Employee
    • Operational Finance Manager
      • Dec 2018 - Present

      - Management of Cash and Process Control- Maintaining the trading Trial Balance (ACE)- Supervise the cash and reconciliation analyst- Liaison with Operations and other parts of the business- Streamlining and Efficiency- Reporting

    • Finance Analyst
      • Aug 2016 - Nov 2018

      - Capital Adequacy daily calculations- Capital Adequacy projection (stress-tests) - GL maintenance mainly reconciling bank and income/commission accruals - Entering invoices from suppliers - Payment schedules - Other taxes (GST, FBT & RWT) - Monthly management reports- Monthly capital adequacy reports- Plus other ad-hoc finance function related tasks

  • Macquarie Group
    • Australia
    • Financial Services
    • 700 & Above Employee
    • Associate Manager / Operation Analyst
      • Jul 2013 - Jul 2016

      Provide reports and analyse data across the whole firm which include management team, risk team, advisers, adviser’s support and operation team. Contribute to general ledger accounting activities, documentation for audit, trade processes, account opening and problem resolution.

    • Senior Associate / Business Service
      • Feb 2007 - Jul 2013

      Prepare daily trade settlement payments to clients, performing daily bank reconciliation, and processing the outstanding obligations calculation and client funds calculation to meet NZX requirements.

  • EFX Financial Ltd
    • Customer Service Manager
      • May 2004 - Feb 2007

      EFX offer a professional, fast, convenient, and reliable internet currency trading system, backed by the exceptional service of an experienced and knowledgeable specialized currency trading team. Have 3 offices across China (Beijing, Wuhan, ShenYang). EFX offer a professional, fast, convenient, and reliable internet currency trading system, backed by the exceptional service of an experienced and knowledgeable specialized currency trading team. Have 3 offices across China (Beijing, Wuhan, ShenYang).

  • Kintetsu Internation Express
    • Accounts Payable Specialist
      • Apr 2003 - Apr 2004

      Prepared all the main payments of up to $1.6m per month, dealing with trade creditors, sundry payment and guides payments, as well as resolving any issues and problems that occur on a daily basis. Prepared all the main payments of up to $1.6m per month, dealing with trade creditors, sundry payment and guides payments, as well as resolving any issues and problems that occur on a daily basis.

Education

  • Professional IQ College
    New Zealand Certificate in Financial Services L5
    2016 - 2017
  • University of Auckland
    Bachelor’s Degree, Finance, General
    1999 - 2002
  • University of Auckland
    Bachelor’s Degree, Information System
    1999 - 2002
  • The University of Auckland
    Bachelor’s Degree, Computer Science
    1999 - 2002

Community

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