Director, Chartered Certified Accountant

• Aug 2022 - Present

At Strategico Limited, we are so much more than accountants. We empower our clients to achieve their goals. We help small businesses: - Strategize. - Optimize. - Simplify. Strategico offers support in the 4 following areas: - Compliance & Bookkeeping: we do all the boring stuff (after all, we are accountants!) - Performance Analysis: not only do we prepare meaningful reports, but we equip our clients to interpret their results. - Strategic Coaching: we team up with our clients to achieve their goals and develop a strategy to see results. - Planning for success: we help our clients plan to be set for success Visit our website to find out more: www.strategico.nz

Business Partner

• Jun 2021 - Aug 2022

Passionate about working with proactive business owners to help refine their strategy, design an effective business plan, and set action plans to see fast results. Passionate about working with proactive business owners to help refine their strategy, design an effective business plan, and set action plans to see fast results.

Associate

• Apr 2021 - Jun 2021

Main duties included:Coaching and mentoring the Business Advisory (BA) teamReview of junior and intermediate accountant's BA workSupport the directors to achieve the firm's strategic goalsBusiness development and networkingAdvisor role at board meetings for clientsOne-on-one business coaching with key executivesCash-flow forecasts and budgetsBusiness valuations and review of business valuationsBusiness structure and internal process reviewPreparation and supervision of monthly/quarterly management reports and executive summariesPreparation and review of Financial Statements, GST, Tax returns and other compliance for companies and groups, trusts and individualsAdvanced IFRS-related queriesImprovement of processes and workflow

Business Advisor and Chartered Certified Accountant

• Sep 2018 - Mar 2021

Main duties included:Preparation of monthly/quarterly management reports and executive summariesMonthly/Quarterly one-on-one coaching of key executivesCash-flow forecasts and budgetsBusiness valuationsTraining and mentoring (junior internal team and clients)Preparation of Financial Statements, GST, Tax returns and other compliance for companies and groups, trusts and individualsReview of junior and intermediate accountant's workReview of complex structuresAdvanced IFRS-related queriesImprovement of processes and workflowBusiness development and networkingWith over 50 employees, YHPJ has 50 years of accounting and business advisory expertise.

Business Advisory Services - Manager and partner

• Sep 2012 - Aug 2018

Aims to help companies strengthen their advantages and turn around their weaknesses. Acute business and financial analysis of the client's company and strategies. Preparation of Management accounts and reports that add value, draft financial statements and tax compliance, market studies, business plans and strategies, budgets and forecasts, cash-flow forecasts and working capital management. Key results for some clients: • Applied financial management and negotiating skills to control client’s expenses, which resulted in 25% decrease in running expenses year-on-year over 7 months. Over the same period, employed effective team leading skills and developed a sales schedule based on actual needs per client, which resulted in 105% increase in revenue year-on-year. • Quantified the cost benefits of using my client’s products compared to competition, and incorporated it into a powerful presentation which led to breakthroughs in sales and re-award of national tenders.

Finance Director and owner

• Nov 2011 - Jul 2018

Managing Director and owner

• Nov 2003 - Jun 2011

National Network Performance and Training Manager

• May 2000 - Jun 2003

Franchisor: 3rd biggest luxury cosmetic retailers in France with 105 franchise stores (Elytis perfumeries), 800 employees Key responsibilities: Act as a Business Consultant to provide each franchisee with a detailed analysis of each store and plan to improve customer satisfaction, revenue and profit Advise CEO and General Manager on company strategies Create, implement and manage the internal training department which developed courses for franchisees, store managers and store sales personnel Key results: Double-digit revenue growth every year Training programme recognized and approved by the French national authorities