Experience

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  Bank of New Zealand

  • Auckland, New Zealand

  • Project & Property Business Analyst

    • Dec 2021 - Present
    • Auckland, New Zealand

    Monthly Project FORECASTINGWorkplace KPIs and Monthly Property reportingSustainability ReportingProperty Project Costings/Financial TemplatesFinancial Analysis & Reconciliations for Property Projects (OPEX, CAPEX)Asset Renewal Maintenance Projects Analysis, Reporting & ForecastingDesign of Monthly DASHBOARDS (Financial Progress of Property Projects, Business Commentary, Milestone Reporting, KPI Reporting, Savings & Risks, Planned vs Reactive Asset Renewal Maintenance Projects)Facility Management Analysis & Reporting (BNZ Vehicle Fleet & Property Electricity)Project Work - Design & Analysis for the Facilitation of Development of PowerBi reporting for BNZ Vehicle Fleet & Property Electricity (Business case written commentary/Facilitation of Meetings with Data & Analytics team) Identify & Reporting on Property Savings Initiatives & RisksProperty Listing Review & Insurance Disclosures UAT Testing (Sentient Project Management System - Forecast Template Testing/Milestone Reporting Status Reports/Workcard testing)Sentient Property Initiatives Reconciliations & Resolving System Fallouts (Misalignments/Unallocated), Review & Audit of SAP vs Sentient mapping tables /Reclassification & Recoding of Project Expenditure, Financial Reconciliation of Property Projects (Forecast vs Budget)Achievements:• Project Milestone Delivery Reporting, with Financial Progress of Projects (Tracking of Budget)• New Monthly Reporting on key deliverables (Saving & Risks, Tracking of Asset Renewal Budgets)• Design & Analysis required for development of PowerBI reporting for Property Electricity & Vehicle Fleet (Effective Trend Analysis, Planning for New Sites & Property Projects, Risk Assessments & Achieving Sustainability Targets) • Financial Data Integrity – Sentient Reconciliations & Mapping Table Audit Review to Identify System Falls for reporting accurate & consistent monthly Project Expenditure across the Property Portfolio.

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  McCain Foods

  • Auckland, New Zealand

  • Analyst

    • Oct 2019 - Dec 2020
    • Auckland, New Zealand

    Sales ForecastingSales Monthly ReportingNew Product Reporting & AnalysisPrice Lists/Promotion ForecastingCompetitor Analysis/Sales Trends KPI Reporting/Database QueriesCovid-19 Reporting & Adhoc Reporting

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  Sovereign

  • Auckland, New Zealand

  • Analyst

    • Oct 2018 - May 2019
    • Auckland, New Zealand

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  Auckland Transport

  • Auckland, New Zealand

  • Business Accountant - Ferry Services & Customer Markets

    • Apr 2017 - May 2018
    • Auckland, New Zealand

    • Long Term Planning & Analysis• Financial Reporting & Management Accounting• Budgets – Opex/Capex• Budget FORECASTING & Phasing and Reforecasting• (Indexations, % Splits, Apportionments, Reallocations, Trends, Non-Exempt Splits, Mid-point/% Vacancy Rates for FTE, Budget Transfers, Saving Areas, One-off Expenses, Yield Analysis, Passenger Reforecasting, Washup Reconciliations, New Services, Fare Reviews, % Growth in Patronage, Contract Variations for Gross or Net contracts)• Capex Project Reconciliations/Analysis• Investigation & Analysis of Monthly Variances: • Ferry Team, Property Team (Commercial Property Rentals), Facility Teams (Occupancy costs, Special events, Seasonal variations, Project Redevelopment and Maintenance), Marketing Teams (New Network Rollouts, Printing & Professional Services, Customer Service Centre staff)• Board & Monthly Reporting & Business Commentaries• Month End Process Improvements and Design of New Monthly ReportingKey Achievements:• Long Term Planning for Projection of Revenue Patronage by Contracts • Budget Planning for Maintenance Expenditure or Projects, inclusive Budget transfers within Business units• New Monthly Reporting – Detail level required for Business commentary for variances to Flash/Budget

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  Arena Living

  • Takapuna

  • Data Analyst

    • Aug 2016 - Dec 2016
    • Takapuna

    Assist with Data Migration/Data ValidationCompetitor AnalysisDepreciation/Tax Work for Data MigrationDesign of New Sales TrackerCorrection & Validation of Resident DataDesign of Resale Application Form/Refurbishment Trade ModelAdhoc Resident Queries/Reports/Data Matching/Data Modelling

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  Foodstuffs North Island Limited

  • Mt Roskill

  • Reporting Analyst

    • Jun 2016 - Jul 2016
    • Mt Roskill

    Weekly & Monthly Reporting:Sales & Pricing ReportingVendor & Buyer ReportingBoard ReportingSales Analysis/Sales Margin ReportingImprovements to Reporting/Design of Reports (SAP Business Objects)

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  AMP

  • Auckland, New Zealand

  • Product & Superannuation Analyst

    • Jul 2014 - Oct 2014
    • Auckland, New Zealand

    Quarterly & Monthly Disclosure StatementsStreamlining Process documentsAdhoc ReportingData Extraction & Manipulation for Senior Analysts Weekly & Monthly Unit Pricing ReportsUpdating Kiwisaver & Asset Allocation Surveys & ReportsUpdating Market Share Reports & Statistical SurveysCommission Database

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  Hewlett-Packard

  • Auckland, New Zealand

  • Financial Analyst

    • Oct 2010 - Mar 2014
    • Auckland, New Zealand

    Forecasting Month End Reporting & Analysis (Fonterra month end journals & Project journals)Reporting & System ReconciliationsProject Profitability & ReportingContract & Cost Centre Queries – GL & Cost Centre MappingFixed Asset ReconciliationsAdhoc Reporting and Queries (Labour Reports, Project Reports, Financial Reports)Assist with SAP to Compass Project Migration (P&L, Balance sheet recons, Project & GL Mapping) Assist with Cost Centre BudgetsProcess Documents –Project reportingTraining staff and Records Co-ordinator: Enterprise Records Management System (ERMS) Monthly Variance Analysis – Flash vs Actuals (extracting data, variance analysis with Project managers)Project Reports for NZ APPS contractsAdhoc Reports & Investigation on contract Revenue & Operating profitScorecard Reporting – Actual vs Budget (Rev & OP under Service Lines, Rev by Contracts and Industry)Month end(Run reports, journal calculations for cost centres, posting to GL) Reporting & Reconciliations – Actual vs Budget, Tracking FundingFinance Support to Marketing team (Queries for Purchase Orders, Invoicing and Funding) Process Documents & training staff on BW and LGHL Financial Reports for month end

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  Sovereign

  • North Shore, Auckland

  • Financial Accountant

    • Nov 2005 - Oct 2010
    • North Shore, Auckland

    Financial Year End & Quarterly Statutory ReportingAnalytical Reviews & Month End Reporting Month end Journals (Claims, Reinsurance, Bank Recons, Debt, Intercompany, Group Elimination, Premiums)Cashflows & Variance AnalysisMonthly Management Reporting (P&L, B/S, Claims, Persistency, Home Loans, Investments, Premiums)Balance Sheet ReconciliationsAuditor Queries & Ad hoc ReportingCBA Reporting- APRA returns, HFMStatistical ReturnsProject Accounting2IC Building Relationships & NetworkingTraining of Staff & Process ImprovementsAssist with Co-ordination of Year EndsTax Compliance Work - GST, Tax Recons - Premiums/ReinsurancePROJECTS• Assisting with the new Design & Implementation of Management Reporting Packs. • Supporting the Tax Department & IFRS Specialist on Life Insurance Accounting Project.• Assisting with Yearly Audit requirements.• Improved efficiency for Statutory & Management Reporting • Balance Sheet Compliance: Compliance work for Parent & Subsidiary Balance Sheet accounts.

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  Carter Holt Harvey

  • Manukau, South Auckland

  • Financial Analyst

    • Jan 2004 - Oct 2005
    • Manukau, South Auckland

    Preparation of Budgets & ForecastsPerformance Analysis & Cost Benefit AnalysisMonth End Journals & ReportingBalance Sheet Reconciliations Fixed Asset Registrar: Maintenance/Reconciliation of Sales/Purchases & CAPEX ReportingStumpage Accounting Monthly Debtor & Creditor ReportingSAP Access Maintenance & TrainingMonthly debtor meetings and follow up all outstanding debtor collection issues Intranet Publishing & MaintenanceLease Car Record Maintenance and Co-ordination with Custom fleetVisit other regional offices & provide Accounting Support & TrainingTax Compliance Work - GST, FBT, PAYE

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  Massey University

  • Albany/Wellington Campus

  • Full time Student

    • Jul 2001 - Jul 2003
    • Albany/Wellington Campus

    Full time student completing Graduate Diploma endorsed in ACCOUNTING

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  Eisai EMEA

  • 3 Shortlands, Hammersmith, LONDON, UNITED KINGDOM, W6 8EE

  • Accounts Payable/Finance Assistant

    • Oct 2000 - Mar 2001
    • 3 Shortlands, Hammersmith, LONDON, UNITED KINGDOM, W6 8EE

    Accounts Payable Contractor

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  United International Pictures

  • UIP House, 45 Beadon Rd, Hammersmith, LONDON, UNITED KINGDOM, W6 OEG

  • Accounts Payable/Accounts Assistant

    • Mar 2000 - Jul 2000
    • UIP House, 45 Beadon Rd, Hammersmith, LONDON, UNITED KINGDOM, W6 OEG

    Accounts Payable/Accounts Assistant Contractor

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  Penguin Random House UK

  • Bath Rd, Harmondsworth, Middlesex, GREATER LONDON, UNITED KINGDOM, UB7 ODA

  • Inventory Control

    • Oct 1999 - Dec 1999
    • Bath Rd, Harmondsworth, Middlesex, GREATER LONDON, UNITED KINGDOM, UB7 ODA

    Inventory Control Contractor

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  Aon

  • Auckland, New Zealand

  • Claims Broker

    • Jul 1998 - Jul 1999
    • Auckland, New Zealand

    Managing a portfolio of corporate commercial clients claimsLiaison with underwriters and clientsSupervision and training of new staff in the claims division

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  State Insurance

  • Auckland, New Zealand

  • Customer Services, Sales & Administration

    • Dec 1996 - Jun 1998
    • Auckland, New Zealand

    Assisting with UnderwritingHouse InspectionsProviding assistance to BNZ personal bankers on Product knowledgeSales & AdministrationBanking & Credit RefundClaims Processing

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  Massey University

  • Auckland, New Zealand

  • Fulltime Student

    • Jan 1994 - Dec 1996
    • Auckland, New Zealand

    Bachelor of Business Studies - Tourism Management