Experience

• 

  Westpac

  • Australia
  • Banking
  • 700 & Above Employee

  • Programme Director

    • Oct 2023 - Present

    Programme Director responsible for delivery of the NZBA anti-scam initiatives announced on 15 September 2023. Notably the creation of an Anti-Scams centre and confirmation of payee solution (number - name payment matching) that is applicable across NZBA member banks.

  • Business Lead (BS-11 Implementation)

    • May 2022 - Sep 2023

    Business lead responsible for delivery of transformation resulting from BS-11 implementation.

• 

  Bank of New Zealand

  • Auckland, New Zealand

  • Program Director

    • Jul 2021 - Jun 2022
    • Auckland, New Zealand

    Responsibility for the delivery of a separation program to enable the sale of BNZ Insurance Limited to Partners Life Limited. This includes:a) Managing a team of project managers, business analysts, change managers and business specialists.b) Working with various internal and external stakeholders, including Boards, Senior Management and regulators to facilitate the sale.

• 

  Bank of New Zealand

  • Senior Programme Manager

    • Feb 2021 - Jul 2021

• 

  Kiwibank

  • New Zealand
  • Banking
  • 700 & Above Employee

  • Head of Conduct and Culture

    • May 2019 - Feb 2021

    Work with stakeholders to embed regulatory change and GCOs, including by providing subject matter expertise and advice. This included:● Chair of the Product Governance Forum, which has responsibility for product reviews, simplification, application of GCO principles to products (including proactive customer care) and customer remediation oversight.● Transforming Kiwibank’s approach to the identification and delivery of relevant regulatory and conduct change requirements by reference to GCOs, efficiencies and compliance by design. ● Proactive issue identification and management of a remediation portfolio.● Delivery of a dedicated conduct & culture (C&C) enhancement programme, with clear outcomes and deliverables (by reference to regulator recommendations and external best practice).● Managing C&C responses to the Financial Markets Authority and Reserve Bank of New Zealand from March 2019.● Establishing a C&C governance framework, including at the Board, Executive Team, and business unit level. Secretary of the Executive Team conduct committee and delivering dedicated GCO reporting.● Embedding business ownership and accountability for the on-going development of the C&C framework.● Facilitated the creation of Board endorsed GCO principles, which were embedded into Kiwibank’s culture.

  • Head of Risk Transformation

    • Nov 2018 - Apr 2019

• 

  Bank of New Zealand

  • New Zealand
  • Banking
  • 700 & Above Employee

  • Executive Consultant, Transformation and Strategy

    • May 2016 - Oct 2018

    Operating as a trusted “internal consultant”, with responsibility for the delivery of several complex BNZ wide regulatory change and remediation programmes with a focus on “doing the right thing” for customers. This includes the creation of dedicated governance and operating structures, reporting, and strategic risk management, to support and embed transformation. Key activities include:a) Established and led initiative teams, including the involvement and management of business unit representatives and internal and external subject matter experts. b) Engaged with legislators and regulators, including proactively seeking law change and clarification.c) Managed multiple stakeholders (Executive Team, Board, Audit and Risk Committees), including ensuring appropriate and transparent delivery in accordance with risk parameters and settings.d) Executed appropriate governance, risk and control processes and structures, which are subject to independent review and endorsement. e) Worked with 1st, 2nd and 3rd line risk teams to agree and embed sustainable and appropriate controls and processes.

  • Head of the Office of the CFO

    • Oct 2013 - May 2016

    Leading a team of 11 professionals (including the Tax team). Key tasks included:• Mentoring and developing highly effective team members.• Managing the team’s workflow challenges which are impacted by multiple stakeholder requirements, competing priorities and tight time frames. • Working with various stakeholders to undertake the annual strategic and financial planning process (both financial target setting and execution).• Ensuring the Bank’s performance meets its financial targets. This includes using forecasting and analytical tools to manage and drive performance.• Provision of monthly financial performance reporting.• Responsible for the completion of key financial analysis and packs. This includes half and full year results reporting; regulator presentations; external analyst and rating agency updates; Board strategy and performance updates.• Driving strategy execution, including via chairing the Finance Strategy Committee.• Responsible for the effective tax function of the Bank.• Leading specific projects from a Finance perspective, including commercial and product initiatives, contract negotiations, and executing structural, accounting and regulatory changes. • Involvement with potential acquisitions, divestments and partnerships.

  • Head of Taxation

    • 2008 - Oct 2013

    Leading a team of five tax professionals to effectively manage tax risks in line with Board agreed settings. Partnering with the Business via the provision and practical execution of advice. Responsibility for ensuring the efficient delivery of tax compliance requirements.

• 

  HSBC

  • Taxation Manager

    • 2004 - 2008

• 

  ABN AMRO

  • Assistant Tax Manager

    • 2001 - 2003

• 

  Deloitte New Zealand

  • Tax Consultant

    • 1996 - 1999