Experience

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  Industrial Processors Limited

  • Finance Manager

    • Mar 2020 - Present

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  Warner Consulting

  • Auckland, New Zealand

  • MYOB AO Update

    • Feb 2019 - Nov 2019
    • Auckland, New Zealand

    I spent part of this time setting up and being trained on the new MYOB AO Accounting Software to enable me to move my clients from the old MYOB AO Clasic to the new MYOB AO suite.Before commencing this process I was required to purchase a new laptop which was setup to have the new MYOB AO loaded.From the 3rd June to the 11 June 2019 MYOB and I worked through the setup requirements for the changeover to MYOB AO and MYOB AO was loaded.From the 12th June to the 17th July 2019 MYOB provided training of between 1 and 2 hours over 6 days in: Tax Manager General Ledger AO Workpapers Assets and ReportingThe hours set down for training were 13 hours of which I required about 7 hours, as I found the best way was to get an overview of how each module operated and then work thru my clients preparing the EOY work to embed this learning.MYOB AO is still in the transition stage and will ultimately operation with its own General Ledger system, but transactions, except journals, are presently all processed through a Cash Book.The rest of the year was spent involved in research of legal matters pertaining to Trusts and the significances of the changes being made thru cases and the coming of the new Trust Act, as I am involved with two Trusts.

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  SPCA - Finance and Shared Services

  • New Lynn

  • Financial Accounting Transition Contractor

    • Jan 2018 - Nov 2018
    • New Lynn

    Responsililities:To obtain, review and set up audit files for each individual Centre with Financial and Non-financial data obtained from each centre.Collection and review all information to confirm that the Financial Statements and Non-financial information is true and correct, ready for consolidation into the new One SPCA, and the audit by RNZSPCA Auditors.Notable Achievements:Obtained an unqualified Audit Report for the new consolidated "One SPCA".Identifying unreported Fixed Assets of notable value, usually acquired through gifts or bequeaths.Assisting Centre Managers to identify and obtain the necessary information for the audit review files.

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  ROGERS DISTRIBUTION LTD

  • Avondale, Auckland

  • Finance Administrator - Contract

    • Jun 2017 - Aug 2017
    • Avondale, Auckland

    I contracted to Rogers Distribution Limited while they found a permanent person for this position.This is a manufacturing entity which enable me to obtain recent experience in the manufacturing sector.My duties were preparation of Monthly Financial Accounts, Payroll, FBT & GST and liasing with the external accountants regarding the end of year tax accounts and revised budget.

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  Hayes Knight Limited

  • Albany, Auckland

  • BAS Accountant

    • Sep 2016 - Oct 2016
    • Albany, Auckland

    Completing Financial Statements and Tax Returns for Companies, Trusts and Individuals.This was a contract role to help with the workload while Hayes Knight found more permanent staff.

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  ICB Construction Limited

  • Albany Auckland

  • Contract Accountant

    • Apr 2016 - Apr 2016
    • Albany Auckland

    This was a contract position to cover for the Accountant while she was away from work due to foot surgery. My contract was for 3 weeks until the incumbent resumed working from home online.Responsibilities: Payroll Reconciling and Paying Creditors IRD reports and payments Retentions & Claims General Ledger Bank Reconciliations

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  Original Print Limited (In Administration)

  • Onehunga, Auckland

  • Management Accountant

    • Jan 2016 - Mar 2016
    • Onehunga, Auckland

    Assisting the Administrators with the running of the businesses to either find a new business partner or to sell the company. This was under difficult circumstances. The company was sold in March 2016.

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  Original Print Limited

  • Onehunga, Auckland

  • Financial Controller/Management Accountant

    • Apr 2012 - Jan 2016
    • Onehunga, Auckland

    Controller of the financial and accounting functions for this firm. Including liasing directly with funders.Updated monthly Management Accounts from semi Cash Book profile to full accrual accounting. Negotiate a fairer new Shift Allowance for Factory Staff, in tandem with the Factory Manager.Identify and fix payroll processing errors.Implemented:Account and Credit Application for new clientsTurned Cash Sales into cash before deliveryWorked on the Job Costing to give meaningful information on which to measure profitability of each job and provide better information for future departmental costings.Procedures to file GST Returns using General Ledger information.Cashflow reporting on a daily, weekly and monthly basis.From June 2015 to January 2016 the cashflow was managed by a Management Consultant who was employed to improved the company's trading.

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  Warner Consulting

  • Hobsonville, Auckland NZ

  • Senior Contract Accountant

    • May 2005 - Mar 2012
    • Hobsonville, Auckland NZ

    Providing accounting services to both the commercial sector and chartered accountancy practices. CA qualified.

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  KBA Limited

  • Newmarket Auckland NZ

  • Senior Contract Accountant

    • Sep 2011 - Sep 2011
    • Newmarket Auckland NZ

    Preparation of statutory Financial Statements for companies behind in their filing requirements.

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  Leading Edge Services Limited

  • Senior Contract Accountant

    • Feb 2011 - Mar 2011

    Preparation of financial statements for schools, including reconciliation of funding allocations.

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  KGA Limited

  • Newmaket, Auckland NZ

  • Senior Contract Accountant

    • Sep 2010 - Nov 2010
    • Newmaket, Auckland NZ

    Preparation of statutory financial statements for a large mixed group.

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  Grant Thornton New Zealand Limited

  • Auckland City, New Zealand

  • Senior BAS Contract Accountant

    • Jun 2010 - Aug 2010
    • Auckland City, New Zealand

    Preparation of financial statements and tax returns for companies, partnerships, investment entities and individuals.

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  Carolyn Skilling Limited

  • Mairangi Bay, Auckland, NZ

  • Senior BAS Accountant

    • Jan 2010 - Mar 2010
    • Mairangi Bay, Auckland, NZ

    Managing the accounting practice while Carolyn and her husband holidayed overseas. Including allocating work, reviewing other accountants work and taking care of clients in Carolyn's absence.

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  Cole-Baker and Company Ltd

  • Auckland, NZ

  • Senior BAS Accountant

    • Oct 2005 - Mar 2008
    • Auckland, NZ

    Preparation of full completion of statutory accounts, financial statements and tax returns (including GST, FBT and RWT) for companies, trusts, partnerships and individuals, including analytical reviews. Audit of SMEs and charitable trusts. Providing also management and taxation advice to clients.

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  AFG TRust Management Limited

  • Auckland City, NZ

  • Contract Senior Accountant

    • Mar 2005 - May 2005
    • Auckland City, NZ

    Reconciliation of the Investments and Loan Ledgers to the General Ledger. Preparation of worksheet and consolidation for four periods.

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  Real-biz Software Solutions Limited

  • Henderson, Auckland, NZ

  • Systems Accountant

    • Oct 2002 - Feb 2005
    • Henderson, Auckland, NZ

    Building parts of the Nimbus SQL database, including construction of General Ledger Charts of Accounts, integration of modules to the General Ledger and setting up transaction types.Support, planning and training of clients for the Nimbus SQL Software.Continuing support and training of Nimbus DOS software.Installer, supporter and trainer of integrated Payrolls.Preparation of detailed software solution documents and reports.Support including resolving both accounting and systems issues.Training and installing workflow systems for clients.

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  Jamieson & Associates

  • Partner

    • Apr 1997 - Mar 2003

    Responsible for running the Accountancy Practice including accountancy, taxation and management advice to both principal's clients.Preparation of both management and taxation financial statements for large client groups.Liaising with clients and client's solicitors regarding trust structures.Advising clients on suitable business structures, e.g. company (QC or LAQC), trusts, partnership or sole trader.Preparation of cashlows, budgets and feasibility studies.Writing reports on complex taxation matters for clients.Software evaluator, installer and trainer of other staff members in both accountancy practice and systems software.Reviewer of employees accounting work.

  • Practice Manager

    • Sep 1994 - Mar 1997

    Setting up of the Chartered Accountancy Practice.Software evaluator, installer and trainer of other staff members in accountancy practice systems and software.Preparation of both management and taxation financial statements for large client groups.Taxation and management advisor.

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  Jamieson Systems Limited

  • Henderson, Auckland, NZ

  • Support Manager

    • Sep 1994 - Sep 2002
    • Henderson, Auckland, NZ

    Manage the installation, support and training of clients in the Nimbus DOS software.Installer, supporter and trainer in MYOB Accounting packages, MYOB cashbook and intergrated payrolls.