Finance Manager

• Jul 2022 - Present

Manawanui helps support people with disabilities through individualised funding via the Ministry of Health. Responsibilities: • Full financial team process review • Create a new month end process due to a back-log of financial information • Help resolve financial issues with Ministry of Health • Work with IT for the opening movements and benefits of a new business system Manawanui helps support people with disabilities through individualised funding via the Ministry of Health. Responsibilities: • Full financial team process review • Create a new month end process due to a back-log of financial information • Help resolve financial issues with Ministry of Health • Work with IT for the opening movements and benefits of a new business system

Service Accountant

• Oct 2021 - Apr 2022

PSN is a charity with the aim to make a positive impact on society. Responsibilities: • Monthly Management Accounts including budget review and variance reports • Assistance with the running and set up of the new accounting system • Creation of detailed balance sheet contract accounts with future grant information added • Invoice review and approval • Payroll Review • Credit card movements including the set up for new employees PSN is a charity with the aim to make a positive impact on society. Responsibilities: • Monthly Management Accounts including budget review and variance reports • Assistance with the running and set up of the new accounting system • Creation of detailed balance sheet contract accounts with future grant information added • Invoice review and approval • Payroll Review • Credit card movements including the set up for new employees

Senior Management Accountant

• Jun 2021 - Oct 2021

Prodigious group help build performance-driven production solutions that help leading brands win in the platform world. Responsibilities: • Monthly management reporting • Training and working with AP to ensure figures are accurate • Reviewing accounting system reports and general ledger accounts • Ensuring a junior management accountant is completing Balance Sheet reconciliations correctly with required information • Monthly meeting with Costa Rica office to sign off Balance… Show more Prodigious group help build performance-driven production solutions that help leading brands win in the platform world. Responsibilities: • Monthly management reporting • Training and working with AP to ensure figures are accurate • Reviewing accounting system reports and general ledger accounts • Ensuring a junior management accountant is completing Balance Sheet reconciliations correctly with required information • Monthly meeting with Costa Rica office to sign off Balance Sheet accounts and general issues • Intercompany reconciliations Show less Prodigious group help build performance-driven production solutions that help leading brands win in the platform world. Responsibilities: • Monthly management reporting • Training and working with AP to ensure figures are accurate • Reviewing accounting system reports and general ledger accounts • Ensuring a junior management accountant is completing Balance Sheet reconciliations correctly with required information • Monthly meeting with Costa Rica office to sign off Balance… Show more Prodigious group help build performance-driven production solutions that help leading brands win in the platform world. Responsibilities: • Monthly management reporting • Training and working with AP to ensure figures are accurate • Reviewing accounting system reports and general ledger accounts • Ensuring a junior management accountant is completing Balance Sheet reconciliations correctly with required information • Monthly meeting with Costa Rica office to sign off Balance Sheet accounts and general issues • Intercompany reconciliations Show less

Management Accountant - 1-2 Days Per Month

• Oct 2018 - Aug 2021

This is a small motor garage based in Essex, operating for over 20 years. I continue to review the business 1-2 days per month Due to requiring a business review and financial update I worked with them to: • Set up a new Quickbooks accounting system • Train the new employee with how to run the system from data entry to understanding the basics of a P&L statement. • Fully review the monthly accounts with details of the business performance. • Advice on where the business can… Show more This is a small motor garage based in Essex, operating for over 20 years. I continue to review the business 1-2 days per month Due to requiring a business review and financial update I worked with them to: • Set up a new Quickbooks accounting system • Train the new employee with how to run the system from data entry to understanding the basics of a P&L statement. • Fully review the monthly accounts with details of the business performance. • Advice on where the business can improve income and reduce costs • Completion of year end accounts Show less This is a small motor garage based in Essex, operating for over 20 years. I continue to review the business 1-2 days per month Due to requiring a business review and financial update I worked with them to: • Set up a new Quickbooks accounting system • Train the new employee with how to run the system from data entry to understanding the basics of a P&L statement. • Fully review the monthly accounts with details of the business performance. • Advice on where the business can… Show more This is a small motor garage based in Essex, operating for over 20 years. I continue to review the business 1-2 days per month Due to requiring a business review and financial update I worked with them to: • Set up a new Quickbooks accounting system • Train the new employee with how to run the system from data entry to understanding the basics of a P&L statement. • Fully review the monthly accounts with details of the business performance. • Advice on where the business can improve income and reduce costs • Completion of year end accounts Show less

System/Management Account

• Jan 2019 - Mar 2021

Brunswick is a worldwide critical issues advisory firm, operating 24 offices across 20 different countries. The role started as an initial 3-month contract offering financial support for the implementation of a new ERP solution, subsequently extended to over 2 years to provide post live support. Responsibilities: • User acceptance testing of finance solution pre/post release (Dynamics 365). • Development of test plans and support material to help support project implementation of… Show more Brunswick is a worldwide critical issues advisory firm, operating 24 offices across 20 different countries. The role started as an initial 3-month contract offering financial support for the implementation of a new ERP solution, subsequently extended to over 2 years to provide post live support. Responsibilities: • User acceptance testing of finance solution pre/post release (Dynamics 365). • Development of test plans and support material to help support project implementation of Dynamics 365. • Working with Management Accountant to ensure year end accounts were accurate for Senior Management to review. • Trial balance reviews to identify transactional issues with core ledgers, identifying root cause of posting issues and assisting the business in correcting issues. • Working with the System Manager to review and ensure information used to complete VAT Returns reconciled with the nominal accounts, supplier reports and customer reports. • Working with account users of the new system to train and clear work issues. This also included creating system instructions for people to follow. • Daily helpdesk reviews and allocation of issue throughout our team. Show less Brunswick is a worldwide critical issues advisory firm, operating 24 offices across 20 different countries. The role started as an initial 3-month contract offering financial support for the implementation of a new ERP solution, subsequently extended to over 2 years to provide post live support. Responsibilities: • User acceptance testing of finance solution pre/post release (Dynamics 365). • Development of test plans and support material to help support project implementation of… Show more Brunswick is a worldwide critical issues advisory firm, operating 24 offices across 20 different countries. The role started as an initial 3-month contract offering financial support for the implementation of a new ERP solution, subsequently extended to over 2 years to provide post live support. Responsibilities: • User acceptance testing of finance solution pre/post release (Dynamics 365). • Development of test plans and support material to help support project implementation of Dynamics 365. • Working with Management Accountant to ensure year end accounts were accurate for Senior Management to review. • Trial balance reviews to identify transactional issues with core ledgers, identifying root cause of posting issues and assisting the business in correcting issues. • Working with the System Manager to review and ensure information used to complete VAT Returns reconciled with the nominal accounts, supplier reports and customer reports. • Working with account users of the new system to train and clear work issues. This also included creating system instructions for people to follow. • Daily helpdesk reviews and allocation of issue throughout our team. Show less

Management Accountant

• Jul 2018 - Oct 2018

A well-known charity raising money to help people in the media industry. Responsibilities: • Review accounting system (Access Dimentions) to ensure all its possible benefits are being used and review the additional options available with the additional cost. • Assist another office to review their monthly routine and use the accounting system more beneficially. These were not financial accountants but helped run a retirement village while needing to inform the head office of the actual… Show more A well-known charity raising money to help people in the media industry. Responsibilities: • Review accounting system (Access Dimentions) to ensure all its possible benefits are being used and review the additional options available with the additional cost. • Assist another office to review their monthly routine and use the accounting system more beneficially. These were not financial accountants but helped run a retirement village while needing to inform the head office of the actual income and expenses. • Review head office's reporting requirements. • Train the following accountant employed after progress improvements to continue the monthly reporting which now helped the financial controller continue with higher level requirements Show less A well-known charity raising money to help people in the media industry. Responsibilities: • Review accounting system (Access Dimentions) to ensure all its possible benefits are being used and review the additional options available with the additional cost. • Assist another office to review their monthly routine and use the accounting system more beneficially. These were not financial accountants but helped run a retirement village while needing to inform the head office of the actual… Show more A well-known charity raising money to help people in the media industry. Responsibilities: • Review accounting system (Access Dimentions) to ensure all its possible benefits are being used and review the additional options available with the additional cost. • Assist another office to review their monthly routine and use the accounting system more beneficially. These were not financial accountants but helped run a retirement village while needing to inform the head office of the actual income and expenses. • Review head office's reporting requirements. • Train the following accountant employed after progress improvements to continue the monthly reporting which now helped the financial controller continue with higher level requirements Show less

Personal Trainer

• May 2014 - May 2018

This was a change in my career due to my great interest in health & fitness. - Set up my own client base - Design and update my business website - Promote my business - Work directly with individuals who have different needs - Ensure I work to strict time plans - Review each session and plan for the next taking clients goals into account - Keep my own accounts up to date & also complete accounts for other PT’s This is now a career change that I am glad to have… Show more This was a change in my career due to my great interest in health & fitness. - Set up my own client base - Design and update my business website - Promote my business - Work directly with individuals who have different needs - Ensure I work to strict time plans - Review each session and plan for the next taking clients goals into account - Keep my own accounts up to date & also complete accounts for other PT’s This is now a career change that I am glad to have done. I continue to progress here by following and training in new methods while studying nutrition. Show less This was a change in my career due to my great interest in health & fitness. - Set up my own client base - Design and update my business website - Promote my business - Work directly with individuals who have different needs - Ensure I work to strict time plans - Review each session and plan for the next taking clients goals into account - Keep my own accounts up to date & also complete accounts for other PT’s This is now a career change that I am glad to have… Show more This was a change in my career due to my great interest in health & fitness. - Set up my own client base - Design and update my business website - Promote my business - Work directly with individuals who have different needs - Ensure I work to strict time plans - Review each session and plan for the next taking clients goals into account - Keep my own accounts up to date & also complete accounts for other PT’s This is now a career change that I am glad to have done. I continue to progress here by following and training in new methods while studying nutrition. Show less

Small Business Owner

• May 2014 - May 2018

Contract Accountant

• May 2015 - Aug 2015

This is worldwide known charity always aiming to raise money to help needy people. Every employee and volunteer is there not only earning money to live, but help others live too. I joined on a 3-month contract to help clear a backlog and set a new work programme. This enabled lower level accountant to take over, leaving the financial accountant time to direct the funds where needed. Responsibilities Include: • Setting up a new monthly work timetable to ensure required reports… Show more This is worldwide known charity always aiming to raise money to help needy people. Every employee and volunteer is there not only earning money to live, but help others live too. I joined on a 3-month contract to help clear a backlog and set a new work programme. This enabled lower level accountant to take over, leaving the financial accountant time to direct the funds where needed. Responsibilities Include: • Setting up a new monthly work timetable to ensure required reports are completed • Completing the monthly reports as required • Training the lower level accountant to progress with daily work and knowledge • Clearing balance sheet items • Completing daily accountant responsibilities including bank rec’s, journal entries, etc. Show less This is worldwide known charity always aiming to raise money to help needy people. Every employee and volunteer is there not only earning money to live, but help others live too. I joined on a 3-month contract to help clear a backlog and set a new work programme. This enabled lower level accountant to take over, leaving the financial accountant time to direct the funds where needed. Responsibilities Include: • Setting up a new monthly work timetable to ensure required reports… Show more This is worldwide known charity always aiming to raise money to help needy people. Every employee and volunteer is there not only earning money to live, but help others live too. I joined on a 3-month contract to help clear a backlog and set a new work programme. This enabled lower level accountant to take over, leaving the financial accountant time to direct the funds where needed. Responsibilities Include: • Setting up a new monthly work timetable to ensure required reports are completed • Completing the monthly reports as required • Training the lower level accountant to progress with daily work and knowledge • Clearing balance sheet items • Completing daily accountant responsibilities including bank rec’s, journal entries, etc. Show less

Contract Treasury Accountant

• Dec 2013 - Mar 2014

This is a retirement village company that owns 26 villages in New Zealand and due to the previous Treasury Accountant leaving I joined on a 3 month contract to cover the role while a group restructure was complete. Responsibilities Include: • Daily update of the 80 day Cashflow Forecasts. • Completion of Monthly Budget Review • Completion of Tax Returns • Reconciliation of some main Balance Sheets accounts after month end • Training the new permanent employee for this role This is a retirement village company that owns 26 villages in New Zealand and due to the previous Treasury Accountant leaving I joined on a 3 month contract to cover the role while a group restructure was complete. Responsibilities Include: • Daily update of the 80 day Cashflow Forecasts. • Completion of Monthly Budget Review • Completion of Tax Returns • Reconciliation of some main Balance Sheets accounts after month end • Training the new permanent employee for this role

Contract Management Accountant

• Apr 2013 - Jun 2013

This is a biotech company that had an accounting system change from MYOB to Netsuite back in June 2012. Due to this my skills were required to help clear remaining transfer issue and ensure both year end and current management accounts were accurate. Responsibilities Include: • System Enhancement & Improvements: Reviewing Netsuite and its benefits that were currently not being used to ensure the accounting team… Show more This is a biotech company that had an accounting system change from MYOB to Netsuite back in June 2012. Due to this my skills were required to help clear remaining transfer issue and ensure both year end and current management accounts were accurate. Responsibilities Include: • System Enhancement & Improvements: Reviewing Netsuite and its benefits that were currently not being used to ensure the accounting team benefit from these: - Review the current accounting processes - Analyse the system processes available - Document and set-up new beneficial procedures. • Monthly Management Reporting: Reviewing Balance Sheet accounts and producing current reconciliation sheets that the accounting team would continue to benefit from. Including a full fixed asset review. • Annual Statutory Accounts: Ensuring the current year end accounts that are due to be reviewed by PWC are accurate and have all required information. Show less This is a biotech company that had an accounting system change from MYOB to Netsuite back in June 2012. Due to this my skills were required to help clear remaining transfer issue and ensure both year end and current management accounts were accurate. Responsibilities Include: • System Enhancement & Improvements: Reviewing Netsuite and its benefits that were currently not being used to ensure the accounting team… Show more This is a biotech company that had an accounting system change from MYOB to Netsuite back in June 2012. Due to this my skills were required to help clear remaining transfer issue and ensure both year end and current management accounts were accurate. Responsibilities Include: • System Enhancement & Improvements: Reviewing Netsuite and its benefits that were currently not being used to ensure the accounting team benefit from these: - Review the current accounting processes - Analyse the system processes available - Document and set-up new beneficial procedures. • Monthly Management Reporting: Reviewing Balance Sheet accounts and producing current reconciliation sheets that the accounting team would continue to benefit from. Including a full fixed asset review. • Annual Statutory Accounts: Ensuring the current year end accounts that are due to be reviewed by PWC are accurate and have all required information. Show less

Senior Management Accountant

• Dec 2011 - Mar 2013

Auckland City This is a publishing company that opened its biggest every project called MILK, a website for individuals to produce their own books, calendars and photo albums. Responsibilities Include: • Monthly Management Reporting • Budgeting & Forecasting • Financial Planning & Analysis of the business • System Enhancement & improvements • Annual Statutory Accounts • Performance Improvements – Operations • Payroll and Tax Returns The main growth… Show more Auckland City This is a publishing company that opened its biggest every project called MILK, a website for individuals to produce their own books, calendars and photo albums. Responsibilities Include: • Monthly Management Reporting • Budgeting & Forecasting • Financial Planning & Analysis of the business • System Enhancement & improvements • Annual Statutory Accounts • Performance Improvements – Operations • Payroll and Tax Returns The main growth of PQ Blackwell started in June 2012 when MILK went live as Milk Tailor Made Books Ltd. Opening as a new company required changes to the Exo system, full review of current costs with additional processes for improvements. Show less Auckland City This is a publishing company that opened its biggest every project called MILK, a website for individuals to produce their own books, calendars and photo albums. Responsibilities Include: • Monthly Management Reporting • Budgeting & Forecasting • Financial Planning & Analysis of the business • System Enhancement & improvements • Annual Statutory Accounts • Performance Improvements – Operations • Payroll and Tax Returns The main growth… Show more Auckland City This is a publishing company that opened its biggest every project called MILK, a website for individuals to produce their own books, calendars and photo albums. Responsibilities Include: • Monthly Management Reporting • Budgeting & Forecasting • Financial Planning & Analysis of the business • System Enhancement & improvements • Annual Statutory Accounts • Performance Improvements – Operations • Payroll and Tax Returns The main growth of PQ Blackwell started in June 2012 when MILK went live as Milk Tailor Made Books Ltd. Opening as a new company required changes to the Exo system, full review of current costs with additional processes for improvements. Show less

Management/Project Accountant

• Nov 2010 - May 2011

This is a temporary job to assist in the year end accounts close and adjust the set-up of the accounting system (BCC) along with appropriate files/review sheets for the 2011 accounts. Then to ensure Q1 goes as required by Management. Responsibilities include: * Reviewing & clearing balance sheet accounts for the 2010 year end * Setting appropriate excel sheets for the accounts team to use in 2011 – to keep track of accrual, prepayments, professional fees, revenue… Show more This is a temporary job to assist in the year end accounts close and adjust the set-up of the accounting system (BCC) along with appropriate files/review sheets for the 2011 accounts. Then to ensure Q1 goes as required by Management. Responsibilities include: * Reviewing & clearing balance sheet accounts for the 2010 year end * Setting appropriate excel sheets for the accounts team to use in 2011 – to keep track of accrual, prepayments, professional fees, revenue etc * Updating/changing the BCC system with information required to make it more useful in 2011 * Producing adequate files to keep track of new work OMG began in August 2010. * Working with GST returns and FBT for entertainment. * Monthly Reporting in Hyperion, including Balance Sheets, Income Statements, Support Schedules, Intercompany, Tax etc * Assisting junior members of the finance team with knowledge and their job role. Show less This is a temporary job to assist in the year end accounts close and adjust the set-up of the accounting system (BCC) along with appropriate files/review sheets for the 2011 accounts. Then to ensure Q1 goes as required by Management. Responsibilities include: * Reviewing & clearing balance sheet accounts for the 2010 year end * Setting appropriate excel sheets for the accounts team to use in 2011 – to keep track of accrual, prepayments, professional fees, revenue… Show more This is a temporary job to assist in the year end accounts close and adjust the set-up of the accounting system (BCC) along with appropriate files/review sheets for the 2011 accounts. Then to ensure Q1 goes as required by Management. Responsibilities include: * Reviewing & clearing balance sheet accounts for the 2010 year end * Setting appropriate excel sheets for the accounts team to use in 2011 – to keep track of accrual, prepayments, professional fees, revenue etc * Updating/changing the BCC system with information required to make it more useful in 2011 * Producing adequate files to keep track of new work OMG began in August 2010. * Working with GST returns and FBT for entertainment. * Monthly Reporting in Hyperion, including Balance Sheets, Income Statements, Support Schedules, Intercompany, Tax etc * Assisting junior members of the finance team with knowledge and their job role. Show less

Regional Reporting Manager

• Aug 2006 - Sep 2010

Controlling the monthly reporting sent to New York for Interpublic Ltd * Working with Shared Services to ensure they complete the standard monthly accounts before my final review. * Managing monthly reporting for foreign holding companies * Completing budgets for Interpublic Ltd (which included 9 separate cost centre budgets) * Reviewing budgets for foreign holding companies before reporting them to New York * Variance analysis reporting to New York for $50k plus variance… Show more Controlling the monthly reporting sent to New York for Interpublic Ltd * Working with Shared Services to ensure they complete the standard monthly accounts before my final review. * Managing monthly reporting for foreign holding companies * Completing budgets for Interpublic Ltd (which included 9 separate cost centre budgets) * Reviewing budgets for foreign holding companies before reporting them to New York * Variance analysis reporting to New York for $50k plus variance & reviewing smaller variance at the local office. * Production of annual UK statutory accounts. * Tax Return Preparation. This new role came about after an internal restructure in the accounting department of the EMEA head office I was transferred to a newly formed group called the Monitoring Control Team – specifically dealing with accounting control within the EMEA Region. This included 2 major changes: 1) Managing a successful transfer from our sage accounting system to SAP. A Shared Services centre was set up (which had separate AP, AR, Payroll, General Ledger & Inter-company sections) On this transfer 3 months past accounts were moved onto SAP, 3 months parallel accounts (on both SAP & SAGE) were run to ensure no problems occurred and then SAP took over as the main accounting system. I worked will all sections of the Shared Service team and assisted the hand over working with both the accounting sections and IT section. During this time also insuring the monthly reporting to New York was not affected. 2) Managing a hand over project of the IPG Hong Kong holding companies accounting to locally based staff in Hong Kong so that the Asia PAC Monitoring Control team could report under this existing company. This including travelling to Hong Kong and working with the existing team to ensure they understood the current state of the company and what had to be completed then reported to New York each month. This was a very successful hand over.

Senior Management Accountant

• May 2004 - Aug 2006

The changeover of accounting systems from Opera to SAGE * The monthly accounting and reporting of Interpublic Ltd through Hyperion to New York * Assisting with the yearly and quarterly budgets and variance reports * The monthly accounting & reporting of 3 other foreign holding companies. * The completion of the IPG Canada financial accounts and two tax returns each year

Management Accountant

• Aug 2002 - May 2004

Double entry book-keeping * Providing senior management with monthly income statements & balance sheets under US GAAP. * Producing detailed balance sheet reconciliations for monthly close files * Variance analysis reports for the company including several departmental cost centres. * Developing a budgeting model for use in the company’s quarterly forecasting requirements. After completing my AAT qualifications I started my accountancy training in this role.