Experience

Taupo District Council

• Taupo, New Zealand

• Management Accountant

  • Jun 2018 - Present



Crawford & Company

• Taupo, New Zealand

• Loss Adjuster

  • Jun 2017 - Jun 2018

  General Adjuster General Adjuster



Taupo

• Taupo, New Zealand

• Looking for accounting / administration work

  • Dec 2016 - May 2017



MLC Insurance

• North Sydney, Australia

• Manager, Business Analysis

  • Oct 2016 - Dec 2016

  Ensure accurate financial information fed to the General ledger from source systems, and extracted from the General ledger and reporting systems. Review of reporting strategy and Chart of Accounts structure Implementation of Cloud ERP including GL, Financial Accounting Hub. AP, AR & other modules Interface to General ledger from existing and new Policy Administration Systems. Interface to General ledger from new support systems. Ensure accurate financial information fed to the General ledger from source systems, and extracted from the General ledger and reporting systems. Review of reporting strategy and Chart of Accounts structure Implementation of Cloud ERP including GL, Financial Accounting Hub. AP, AR & other modules Interface to General ledger from existing and new Policy Administration Systems. Interface to General ledger from new support systems.



MLC Limited

• Sydney, Australia

• Project Manager

  • Apr 2016 - Sep 2016

  MLC Life Business Creation program of work - to design and implement a product framework for unit linked wealth products. Includes activities across the dimensions of Business Strategy and Plan, Business Architecture & Entity Governance, People & Organisation, Finance, Tax & Actuarial. MLC Life Business Creation program of work - to design and implement a product framework for unit linked wealth products. Includes activities across the dimensions of Business Strategy and Plan, Business Architecture & Entity Governance, People & Organisation, Finance, Tax & Actuarial.



Calibre Insurance

• Sydney, Australia

• Project Accountant

  • Feb 2016 - Mar 2016

  Contract position to review reconciliations. Contract position to review reconciliations.



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• Sydney, Australia

• Finance Manager

  • Dec 2015 - Jan 2016

  Functional skills & experience  Performance reporting and budget/forecast management across large organisations and groups of companies  Strategic review, system and process design and implementation , project management - across the functional areas of Finance, IT, Reinsurance and Management Information  Deep understanding of technical insurance accounting issues, including actuarial , capital and reinsurance aspects  Management of large finance projects covering all aspects from business case preparation through to implementation – including Insurance System and General Ledger system design and implementation  Strength in building and managing teams to deliver in both line management and project management roles, leading cross-functional teams, and cross-cultural liaison  Proven ability to deal effectively with people at all levels – experience in dealing with CEO, CFO level.  An ability to gather support and influence senior stakeholders from conception to implementation  Excellent written and oral communication skills Computer based skills  Good understanding of database design and utilisation of data for analysis / reporting across insurance policy admin systems, finance systems, BI systems, and actuarial systems.  General Ledger software – Oracle, SAP, Masterpiece, variety of others both mainframe and PC based.  BI systems – Oracle Financial Analyzer, TM1, Cognos EP, Business Objects (advanced)  Insurance Systems – Insure 90, Polisy  Software skills - Excel, Access, Powerpoint, Visio, JIRA, Confluence (advanced level) Word, Harvard Graphics, ABC Flowcharter, Microsoft Project (intermediate level) Show less



CGU

• Melbourne, Australia

• Finance Lead / Project Manager - various strategic, process and system projects

  • Aug 2009 - Nov 2015

  Finance Business Lead / Project Manager - Policy Administration SYSTEM REPLACEMENT project. Role included responsibility for the functionality of all aspects of Finance including Technical Insurance Accounting, Insurance Debtors Management, Banking, Reinsurance. Managed a team of up to eight SMEs and Senior Business Analysts, provided direction to a broader team including developers, architects, process analysts, testing analysts. Deliverables included business case, project plans, business requirement documents, testing plans, change impacts, implementation plans, stakeholder engagement Pilot of system successfully launched June 2015. Finance Lead – STRATEGIC REVIEW of business model and operational structure of entire CGU business. Represented Finance on company wide working party with external strategy consultants. Responsible for restructure of Finance and Business Intelligence teams. Provided finance input to proposals for restructure of insurance teams. Finance Lead – Insurance Accounting Project – REDESIGN FINANCE SYSTEMS for all finance, banking, credit management and reinsurance functions for CGU Insurance. Major contributor to all aspects of project including strategic operating model, business requirements, business engagement, system evaluations, business case author. Received CGU Award for “Excellence in Leadership” for this role Finance Consultant – Technical Services Division Included : Review and REDESIGN of Expense allocation, Product profitability models Analysis of PERFORMANCE REPORTING SYSTEMS and outputs for CGU encompassing Finance, BI, Actuarial Pricing, Actuarial Reserving, Reinsurance Show less



Suncorp

• Sydney, Australia and Brisbane, Australia

• Manager, Finance Integration, Manager, Finance and Planning

  • 2007 - Jul 2009

  Executive Manager, Finance & Planning, Managing a team of 12 accountants (in two states) producing management results, forecasts and annual budget for Group Executive / Board Executive Manager, Finance Integration Integration of Suncorp Commercial Insurance Division and Vero finance processes, systems and finance teams in Sydney and Brisbane. Executive Manager, Finance & Planning, Managing a team of 12 accountants (in two states) producing management results, forecasts and annual budget for Group Executive / Board Executive Manager, Finance Integration Integration of Suncorp Commercial Insurance Division and Vero finance processes, systems and finance teams in Sydney and Brisbane.



Vero

• Sydney, Australia

• Manager, Special Projects

  • 2005 - 2007

  Manage strategic projects for the Corporate Services division, and provide operational and managerial support to the EGM Corporate Services across the functional areas of Finance, Reinsurance, Human Resources, Information Systems and Portfolio & Risk Management Included: o Review of Promina’s recently adopted Intrinsic Value strategy, advise on its application to Vero, and provide training to senior managers on theoretical and practical aspects of the methodology o Design and implement a system to calculate reinsurance premium adjustment for the Group wide Casualty Treaty, and allocate ultimate cost to Vero businesses and other group companies o Part of Vero Integration team, which prepared information on Vero’s strategy and business operations for the Suncorp / Promina Joint integration committee. o Design and deliver Finance training for senior business managers in Vero, and senior finance professionals within the Promina Group. Show less



Promina

• Sydney, Australia

• Manager, Group Budgeting & Forecasting

  • 2003 - 2005

  Promina Group - ASX listed - following IPO of Royal & Sun Alliance Australia Position responsible for production of Group Annual Budget and quarterly forecasts incorporating input from all Promina group businesses – including Property & Casualty, Life and Fee for Service. Included: o Initiated process review of the Promina Group budget process, including submissions to Executive Board on recommended new process. Designed and implemented Oracle Financial Analyzer system for creation, consolidation, analysis and reporting of detailed Expense and Revenue budgets across the Group companies o Allocation of reinsurance charges and Risk Based Capital to business divisions Show less



RSA

• Insurance
• 700 & Above Employee

• Manager, Management Accounting (R&SA Australia)

  • 2000 - 2002

  · Prepare Australian Group monthly management reports for UK parent and Local Executive committee; management of annual budget processIncluded : preparation of forms for US Depository listing, accounting for Australian element of worldwide quota share arrangement, recommendations on IFRS implementation

• Finance Manager, Asia Pacific

  • 1998 - 2000

  · Overview of all financial outputs of general and life insurance operations, and fee for service businesses, in 13 countries in Asia Pacific. Coordination and analysis of monthly results and forecasts / budgets at Regional level.Included:o Return on Capital analysis for Region, and for individual operations within the Region based on RSA Group risk-based capital requirementso Extensive finance work for Japanese operations including detailed review of complex local solvency projections, funding requirements / profitability of Direct Marketing operations, evaluations of local finance staff, joint venture dissolution issueso Evaluations and advice/financial analysis of merger of ex-Royal and ex-Sun Alliance operations in South East Asia. Company valuations for mergers/ acquisitions/increased shareholdings/disposals, and review of externally produced valuationo Provide training and support to CFOs and senior finance staff throughout Asia Pacific, both at Regional sessions and in local operations. Show less

• Special Projects Manager - International Division

  • 1997 - 1998

  Reporting to Finance Director of International Division, responsible for all non-UK and non-US operations worldwide in 42 countries.• Review of large projects for all overseas operations in the worldwide group including: o Review of funding requirements / profitability of Direct Marketing operations in Europe o Evaluations and advice/financial analysis of merger of ex-Royal and ex-Sun Alliance operations in Europe, South America and the Caribbean · Other Divisional Issueso Run Finance / Audit Committee for International Divisiono Management of internal compliance review for all operationso Overseas solvency & regulatory issueso Reinsurance accounting including complex treaty recoverieso Accounting procedure alignment following worldwide merger Show less

• Various Finance, IT, Process Re-engineering

  • 1989 - 1997

  Management Accounting Manager Project Manager – Instalment Billing system Project Manager – I90 Insurance System Implementation Financial Accountant Included : · All Management Reporting, Budgeting Forecasting, Financial Reporting for New Zealand Operation. · On steering committee of senior managers for companywide Business Process Re-engineering project for the six key business processes – new business, renewals, claims, debtors, customer service and instalment premiums. Subsequently led cross functional team to implement Instalment Billing recommendations. Show less



Citibank

• Auckland, New Zealand

• Asst Corp Financial Controller

  • 1988 - 1989

  Preparation of Monthly financial results of merchant bank for submission to US head office using complex financial models. Accounting for property investments. Attended Citibank Treasury Products "Bourse Course" Preparation of Monthly financial results of merchant bank for submission to US head office using complex financial models. Accounting for property investments. Attended Citibank Treasury Products "Bourse Course"



NZI Bank

• Auckland, New Zealand

• International Accountant

  • 1987 - 1988

  · Daily reconciliation and results for foreign exchange trading, monthly results for Bullion trading · Daily reconciliation and results for foreign exchange trading, monthly results for Bullion trading