Experience

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  ASB Bank

  • Auckland, New Zealand

  • Senior Treasury and Market Accountant

    • Jan 2022 - Present
    • Auckland, New Zealand

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  Heartland Bank LTD

  • New Zealand
  • Banking
  • 400 - 500 Employee

  • Senior Securitisation Accountant - Regulatory and Compliance

    • Apr 2021 - Jan 2022

     Provide in-depth analysis of Heartland Reverse Mortgages, loan book review and pool cut for both NZ and AU business. Provide all accounting support and reconciliations for Heartland’s securitization programs. Monitoring limits and triggers in line with the securitization documentation and ensuring any potential issues are managed proactively Produce reporting requirements in respect of the securitization programs, including APRA reports, RBNZ reports and surveys, Funding facility provider compliance reports, etc. Review and reconcile for treasury trade, ensure Treasury systems accurately reflect the trades.  Produce all securitization disclosures for the Group’s statutory accounts Assist Internal Capital Adequacy and Assessment Process

  • Senior Financial Accountant (Team lead)

    • Feb 2019 - Apr 2021

    Key success: Effectively lead team of 4 to complete BAU and EOM processes for Heartland Group, Significant improvement on EOM efficiency (reduced closing days from 21 to 3 days, in 6 months’ time). Successfully implement Balance sheet reconciliations for the whole group, hugely improve the accuracy of accounts. Remarkable achievement on sorting out Heartland’s legacy intercompany issues (key Audit matter), received company rewards and promotion. Fundamentally improved the BAU processes for the group, successfully lead projects of AU accounts migration, Finance control in transactional process (AP/AR), workbook automation and system control, etc.

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  Teletrac Navman

  • Auckland, New Zealand

  • Financial Accountant

    • Dec 2016 - Feb 2019
    • Auckland, New Zealand

     Complete timely and accurate EOM processes and reconciliations, provide in-depth revenue and OPEX analysis, commentaries to the US head quarter. Prepare monthly revenue/cash flow forecast Complete tax returns (NZ and AU) Prepare statutory audit notes, SOX review

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  2 Cheap Cars

  • Auckland, New Zealand

  • Senior Financial Accountant

    • Aug 2014 - Oct 2016
    • Auckland, New Zealand

     Month-end reporting and reconciliations KPI Reporting and budgeting Cashflow forecast Tax returns and statutory reporting

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  TEID (Tianjin Eco-City Investment Co., Ltd) – China and Singapore National Project

  • Tianjin City, China

  • Finance Control - Financial Accounting

    • Mar 2010 - Apr 2014
    • Tianjin City, China

    This is a National project between China and Singapore government to build an ecological and sustainable satellite city in a suburb of Tianjin (the third biggest city of China). The company has 11 subsidiaries, which cover the investment and operation of infrastructure of the Eco city.May 2012–Apr 2014: Vice Financial Controller (manage group finance team of 38)Mar 2011-May 2012: Finance Manager (manage headquarter finance team of 10)Mar 2010-Mar 2011: GL Team leader (manage GL team of 4)

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  PwC Hong Kong and Mainland China

  • Tianjin City, China

  • Senior Auditor

    • May 2006 - Jan 2010
    • Tianjin City, China

    Central team member of Tianjin Zhong Xin Pharmaceutical Group (PRC-SSE 600329; SGX listed), Bin Hai Investment Company Limited (HK listed #2886) and Caterpillar China Group (Fortune 500).Aug 2008–Jan 2010: Senior Associate – Top payMay 2006-Aug 2008: Associate