Experience

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  Able Business Claims www.ablenz.com

  • Nationwide

  • Business Interruption Consultant

    • May 2016 - Present
    • Nationwide

    Analysing loss of profits and associated items arising from business interruption caused by a material damage incident. Preparing claims, negotiating and finalising settlement.Policy reviews at renewal to confirm adequacy of cover.Taking the drama out of an insurance claim for loss of profits when a business disaster happens. Systematic approach to analysis of the financial impact on a business following a claim event and interpretation of Business Interruption insurance policies to make sure that the business's claim is successful.Business owners rarely have the time to learn the complexities of this highly specialist area, and yet the outcome of claim can very often means the difference between the survival of a treasured investment or the loss of a way of life.

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  The Claim Settlement Company

  • 15A Williamson Avenue, Grey Lynn, Auckland

  • Business Interruption Consultant

    • May 2015 - May 2016
    • 15A Williamson Avenue, Grey Lynn, Auckland

    Analysing loss of profits and associated items arising from business interruption caused by a material damage incident. Preparing claims, negotiating and finalising settlement.Policy reviews at renewal to confirm adequacy of cover.

• 

  Safe.Trust

  • Tauranga

  • Independent Professional Trustee

    • Apr 2013 - May 2015
    • Tauranga

    Trustee Services - Family Trusts:Bringing adequate processes to defend trusts against attack - Business Trusts: Bringing commercial, financial and business management skills to ensure the trust business opportunities are maximised. - Assistance with impact of proposed changes to Trustee law..Business Trust ServicesEnterprise Optimisation - Reviewing revenue sources from detail level to market macro level to assist allocation of resources towards services and products that have the most beneficial impact on profitability and away from those acting as a drain on performance. - Reviewing cost structures to determine opportunities for cost reduction or even elimination of products or services that cannot be retuned to generate positive returns.Enterprise Risk Management - Examination of possible risks to the livelihood of the business and recommendation of insurance, risk mitigation strategies or market repositioning.Finance Management - Reviewing current finance structure to recommend better financing mix - Assistance with presentations to assist with gaining new loans and renegotiating existing loans

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  Ingham Mora

  • Tauranga

  • Senior Auditor

    • Jun 2014 - Oct 2014
    • Tauranga

    Short term contract position to assist Ingham Mora deal with peak workload. Responsibilities include audits of Companies, Trusts, Incorporated Societies, Estate Agents and Schools.

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  RHB Chartered Accountants Ltd

  • Tauranga

  • Audit Manager

    • Jul 2008 - Mar 2013
    • Tauranga

    Audit manager for a portfolio of limited companies, incorporated societies and trusts with routine audit requirements.Assistance with investigation work insolvent businesses. Special investigation reporting to banks on loan acceleration decisions.Investigate a fraudulent investor scheme to trace sources and dispositions of monies and prepare investor statements and return of investor's funds.

• 

  How to Be A Succesful Optiparent

  • At my keyboard, in many locations

  • Author

    • Aug 2004 - Nov 2004
    • At my keyboard, in many locations

    Guide for parents of children learning to sail in Optimists.The book and been mailed to every club in New Zealand with Optimists, and to Britain, USA, Canada, Australia, Philippines, Finland, Denmark, Greece and South Africa.

• 

  Citibank

  • Vice President

    • Jan 1998 - Dec 1999

    Head of Business Development in Investment Finance at Citibank Private Bank London. Portfolio included 600 customers with approved facilities totalling US$3.1 billion with revenues of US$29 million.I was in charge of a team of analysts that supported the relationship managers servicing a high net worth clientele. Their task was to analyse transactions and prepare credit proposals for approval. My role was to:- ensure that deal flow was on time and compliant with credit policies,- overall portfolio metrics (tenor, risk rating, country risk, liquidity of collateral) were maintained within targets,- ensure staff development needs were met through structured training and day to day supervision and monitoring, - maintain relationships with a few selected higher value clients. Secondment to Business Risk Review (Citibank equivalent of CPA) team assigned to review Citibank Egypt portfolio.

  • Vice President

    • Jan 1994 - Dec 1997

    Responsible for: - managing the risk profile of Citibank’s credit exposure to insurance companies and brokers in the London reinsurance market, - facilitating new transaction flow, - monitoring credit exposure against approved limits and managing transaction exceptions, - reporting to board level on portfolio condition and credit status, - hiring new analysts and ongoing training and supervision of the analyst pool.

  • Vice President

    • Sep 1987 - Dec 1993

    Shipping Finance Relationship Manager for a portfolio of shipping and energy exploration clients. Marketing calls to existing and prospective clients in London, Norway and Sweden to sell loans, foreign exchange, money transfer services and tailored swaps. Extensive liaison with Relationship Managers in New York, Piraeus, Hong Kong and Tokyo branches to service their customer’s needs in London.

• 

  JPMorgan Chase

  • London, United Kingdom

  • Assistant Vice President

    • May 1985 - Sep 1987
    • London, United Kingdom

    Assistant Vice PresidentShipping Finance Relationship Manager for a portfolio of shipping clients.Marketing calls to existing and prospective clients in London, Norway and Sweden to sell loans, foreign exchange, money transfer services and tailored swaps. Extensive liaison with Relationship Managers in New York, Piraeus, Hong Kong and Tokyo branches to service their customer’s needs in London.

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  Den Norske Bank

  • London, United Kingdom

  • Assistant Manager

    • Nov 1982 - May 1985
    • London, United Kingdom

    Internal Audit: Routine testing of system controls in London head office leading to reports on compliance and recommendations for improvements in internal control. Follow-up on implementation of recommendations. Liaison with external auditors to ensure that their recommendations on control improvements were acted upon. Credit reviews of troubled loans to ensure provisioning was adequate.Branch visits to Hong Kong and Singapore to check process controls and review loan provisioning.Training: Attended Chase Manhattan External Credit course.Relationship Management: - General Corporate: Assigned a portfolio of Danish corporates with subsidiaries in the UK. Responsible for annual credit reviews and processing new credit exposures (predominantly short term loans and FX lines) from analysis stage to documentation and drawdown. - Shipping Department: Junior Relationship Associate responsible for credit analysis, cashflow forecasting, fleet valuations, collateral checking, and assisting seniors with new proposals.

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  Trusthouse Forte PLC

  • London, United Kingdom

  • Consolidation Accountant

    • Jun 1981 - Oct 1982
    • London, United Kingdom

    Year end financial financial accounts consolidation of 820 companies in the group.Monthly management accounts consolidation with analysis of results in presentation packages to board members.

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  PwC

  • Bristol, United Kingdom

  • Audit Senior

    • Sep 1977 - May 1980
    • Bristol, United Kingdom

    Audit Senior in charge of small to medium size audits.