Bio
Credentials
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Spotlight Certification
Spotlight ReportingApr, 2024- May, 2026 -
Xero Advisor Certified
XeroSep, 2023- May, 2026 -
Chartered Accountant
Chartered Accountants Australia and New Zealand
Experience
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Drumm Nevatt & Associates Limited
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Auckland, New Zealand
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Manager
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Feb 2024 - Present
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Auckland, New Zealand
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Venture Advisory (NZ)
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Auckland, New Zealand
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Client Accountant
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Jul 2023 - Dec 2023
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Auckland, New Zealand
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Financial Accountant
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Nov 2013 - Apr 2021
General Overview of Work Experience• Month-end accounting responsibilities including journals, reconciliations and consolidation of results• Management accounting for one of the business divisions• Assistance with Board reporting• Driving half year and year-end financial reporting including group consolidation• Involvement with bank funding and other treasury duties (including hedge accounting)• Involvement with annual budgeting and forecasting• Working with external tax advisor to prepare income tax returns and year-end tax balances• Liaison with external and internal audit providers• Involvement with the Group’s internal audit programme• Assistance with the Group’s insurance requirements• Ad hoc project work e.g. implementing Accounts Production software to automate a large part of the financial reporting process, streamlining the annual report, transition to the new D365 accounting system, implementation of new accounting standards, etc.• Proficient with Dynamics 365 and AX Dynamics accounting system (AX), including experience with performing the monthly consolidation process within the system
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Senior Tax Consultant
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Jan 2013 - Nov 2013
General Overview of Work Experience:• Develop and maintain professional relationships with a wide range of clients, business partners and stakeholders. • Execute entire areas of the statutory audit on financial statements, including audit planning, risk assessments, reviews, audit testing, report drafting and control evaluation. • Preparation, review and auditing of year-end tax accounting balances in compliance with international financial reporting standards. • Assistance in the review and delivery of corporate income tax returns and other assurance services to a wide range of clients. • Daily contact with clients to assist in solving their queries in a timely manner. • Assistance with ad hoc tax consulting and wider commercial queries where requested, including both written and oral advice. • Manage project budgets including forecasting recovery and cost rates. • Mentoring and coaching of junior staff members. • Coordination of large projects across various departments including audit, tax, private client services and cross-border PwC teams. • Financial Services specialist tax team. Experience in the Insurance, Funds, Banking and other financial services industries.
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Tax Consultant
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May 2011 - Dec 2012
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Assurance Associate
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Feb 2010 - May 2011
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Education
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2006 - 2009University of Auckland
Bachelor of Commerce (BCom), Accounting, Finance and Taxation -
St Cuthbert's College
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