Experience

• 

  Britannia Financial Services Ltd

  • Auckland, New Zealand

  • Chief Financial Officer

    • Jul 2017 - Present
    • Auckland, New Zealand

• 

  New Zealand Venture Investment Fund Limited

  • Financial Controller

    • Feb 2009 - Jun 2017

    Responsibilities:Sole charge of all external reporting and compliance, including reporting to Government. Financial reporting, cash management and tax. Management/Board reporting, preparation and analysis of forecast statements and budget.Management of external audit and delivery of annual report. Member of the investment committee.Liaison with venture capital fund managers.Achievements:Introduced the financial control function. Prior to my commencement, all accounting work and tax was outsourced to a chartered accounting firm.Responsible for obtaining the first ‘clear’ audit report for internal management controls and maintaining this level of control within the finance area through my tenure.Transitioned accounting software from MYOB to Xero and reengineered reports to suit.Initiated considerable process improvements within the finance area and continued to streamline all functions. Introduced operational and financial reviews on VC Fund managers as part of the due diligence process.Project managed the selection and implementation of new investment management software from an off-shore provider

• 

  MMC Limited

  • Auckland, New Zealand

  • Senior Business Analyst - Investment System Implementation

    • Jul 2007 - Jul 2008
    • Auckland, New Zealand

    Implementation of PIE compliant systems and introduction of IFRS Financial Reports

• 

  NZ Guardian Trust

  • Auckland, New Zealand

  • Fund Accounting Manager

    • Jul 2000 - Jul 2007
    • Auckland, New Zealand

    ResponsibilitiesFinancial reporting, unit pricing and tax for 200+ managed funds.Management of a team of 9 fund accountants. Co-ordination and management for preparation of year-end financial statements, external audit process and tax.Oversee/responsible for unitholder distributions, valuations, performance calculations, monthly reporting and compliance monitoring for all funds within NZGT custody.Liaison with other senior managers across the organization.AchievementsResponsible for the restructure and reorganization of staff in the Fund Accounting team following on from the implementation of a new portfolio management system.Undertook due diligence on an investment accounting service provider that was purchased by NZGT.Used extensive fund accounting knowledge to support business development for taxation changes related to Kiwisaver, PIE’s and Offshore Portfolio Equities (ie.FDR).

• 

  MLC Australia

  • Sydney, Australia

  • Senior Fund Accountant - MLC Investments

    • Feb 1998 - Jul 2000
    • Sydney, Australia

• 

  JP Morgan Investment Management

  • London, United Kingdom

  • Corporate Governance

    • Mar 1996 - Jul 1997
    • London, United Kingdom

• 

  Schroders

  • London, United Kingdom

  • Fund Accountant

    • Oct 1994 - Mar 1996
    • London, United Kingdom