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Bio

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Credentials

  • Certified Management Accountant (CMA)
    Institute of Certified Management Accountants, Australia
    Mar, 2023
    - May, 2026
  • Adpative Insights Product Certification
    Adaptive Insights, a Workday company
    May, 2020
    - May, 2026
  • Change Management Foundations
    LinkedIn
    Jun, 2019
    - May, 2026
  • Excel Data Analysis: Forecasting
    LinkedIn
    Oct, 2018
    - May, 2026
  • ACA
    Chartered Accountants Australia and New Zealand
    Jun, 2007
    - May, 2026

Experience

    • New Zealand
    • Government Administration
    • 700 & Above Employee
    • Senior Consultant - Value for Money
      • Sep 2022 - Present

    • Senior Commercial Advisor
      • Jan 2022 - Oct 2022

  • Fusion5
    • Auckland, New Zealand
    • Finacial Consultant
      • Mar 2019 - Jan 2022
      • Auckland, New Zealand

      Designing and implementing financial planning and reporting systems for clients.

    • Budget and Forecasting Manager
      • Nov 2011 - Mar 2019

      Manage the Budget and Forecasting Process(Including: designing the process and timeline, communicating expectation to users, administering the budgeting package, supporting users, overhead allocation, checking and where necessary challenging the submitted budgets, preparing management & board reports,)Financial Modelling(Including: financial target setting, building the cost savings program monitoring model, building the Area Committee budget model, long term financial model, sensitivity analysis)Supervise one analyst

    • Senior Performance Analyst
      • May 2007 - Nov 2011

      Financial Modelling (Including financial forecasting, building accrual calculation models and modelling the financial impact of management and union claims for the cabin crew employment contract negotiations) Management Reporting (Including: developing and reporting on KPI measures, valuing and monitoring the success of business improvement projects (e.g. Fuel conservation initiatives), working on business cases for the purchase of new assets)Month End Processing(Including: Accrual calculation, variance analysis and Balance Sheet reconciliations)

    • Financial Analyst
      • Aug 2005 - May 2007

      Financial modelling (Including interest modelling, targeted rates modelling etc) Financial Forecasting (Forecasting full monthly financial statements for the next year in detail, setting budgets based on these forecasts and forecasting full financial statements for 10 years in less detail) Preparation of the LTCCP (Council 10-year strategic plan for external reporting, produced 10 year financials, funding reports and revenue and financing tables) Liaise with Audit New Zealand (Establish expectations due to legislative change and answer queries) Coordinate the input of planning data Scenario Analysis (For instance analysing the effect of changing the councils debt funding policy on rates under a number of conditions and making recommendations)

  • ASB Bank
    • Auckland, New Zealand
    • Financial Accountant
      • Jul 2001 - Aug 2005
      • Auckland, New Zealand

      Administer OLAP Database(Including database design, creation, modification and population, performing systems checks, training users, maintaining security, recommending upgrades and liaising with software vendors and the internal ITC department)Board ReportingExecutive Reporting(Financial and non-financial information, examples include: divisional profitability, Term Investment margins and maturity profile, staff numbers)Backup Systems AccountantAssist with Budgeting Process (Including building the model to spread the corporate budget across all branches and departments) Assist with Statutory Reporting(Responsible for the preparation of several notes)

  • Wilson Parking New Zealand
    • Auckland, New Zealand
    • Assistant Accountant
      • Mar 2000 - Jul 2001
      • Auckland, New Zealand

      Preparation of profit share statementsPreparation of profit and loss statementPreparation and input of journalsGeneral Ledger Reconciliations

    • Assistant Accountant
      • Jun 1998 - Mar 2000

      GL ReconciliationCash flow managementManagement ReportingLoad reportingMargin ReportingAssist in the production of financial statementsSupervise three staffCover – payroll, accounts payable, accounts receivable

  • Simunovich Fisheries
    • Auckland, New Zealand
    • Assistant Accountant
      • Mar 1995 - Jun 1998
      • Auckland, New Zealand

      Cashbook, Subsidiary accounting, (to balance sheet) Reconciliations Cover-Payroll, Accounts receivable, Accounts payable

Education

  • 2005 - 2007
    Auckland University of Technology
    MBA, Finance
  • 1989 - 1993
    University of Auckland
    Bcom, Accounting and Finance

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Industry Focus. “Government Administration”

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