Bio
Credentials
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Chartered Accountant
Chartered Accountants Australia & New ZealandOct, 2000- May, 2026
Experience
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Finance Manager
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New Zealand
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Insurance
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1 - 100 Employee
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Finance Manager
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Nov 2019 - Present
Management and operation of the Financial and Management accounting, Taxation and Statutory reporting function for Southern Cross Travel Insurance, including New Zealand and Australia branch. Reporting into the CFO.• Monthly management reporting, closing and insights• IFRS Annual and Half Year Statutory financial statements• Regulatory reporting to the RBNZ (in NZ) and APRA (in Australia)• Operational finance and payment processes• Lead a team of 4 direct reports
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Finance Manager (Contract)
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May 2019 - Nov 2019
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Finance Business Partner
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Oct 2018 - Mar 2019
The Vircom business was acquired by Vector in Sep18 which led to this 6 month contract of Finance Business Partner. The role was created to assist merging the acquired business into Vector with particular focus on transitioning processes into SAP.
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Finance Manager
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Aug 2017 - Sep 2018
Electrical Field Services business operating nationwide with 60 staff and 250 contractors. Senior Finance leadership role reporting into the CEO and part of the SLT. Leading financial control, Internal & Board reporting and development of business performance analysis.
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Hanlon Plumbing (Commercial Construction)
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Auckland, New Zealand
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Finance Manager
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Feb 2016 - Aug 2017
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Auckland, New Zealand
Financial control and Management reporting for Hanlon Plumbing, A commercial plumbing SME (100+ employees) with revenue streams from large scale construction contracts as well as ongoing commercial service and maintencance..
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Enrolmy (SAAS start up)
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Auckland, New Zealand
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Independent Contractor
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Nov 2015 - Feb 2016
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Auckland, New Zealand
Financial guidance, accounting, forecasting and analysis in the lead up to the first round of venture capital investment in mid 2016 for Enrolmy.com, a SAAS tech start-up in Auckland
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Me & My Trend (Decor Ltd)
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Auckland
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Independent Contractor
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Aug 2015 - Nov 2015
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Auckland
Short term Finance role for meandmytrend / décor ltd, a local importer/wholesaler. Contract role to clean up accounts and develop a go forward budget and financial plan to present to bank to gain support for securing support for the business through a difficult debt situation.
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PB Sea-Tow (NZ) Ltd
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Auckland, New Zealand
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Finance Manager, PB Sea-Tow (Pacific Basin Shipping Group)
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Apr 2010 - Aug 2015
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Auckland, New Zealand
PB Sea-Tow group own and operate a fleet of tugs and barges providing extensive project cargo and module transportation services and expertise throughout Australia, New Zealand, Asia and the South Pacific. PB Sea-Tow is 100% owned by Pacific Basin Shipping Limited, a drybulk shipping company listed on the HKSE.- Team leadership to five direct reports and one indirect staff- Leadership team - Control and structure of commercial chartering contracts within group- Cash Management – managing funds across entities, NZ, Aus and HK banks- Payroll Management – Australia and New Zealand payroll- Audit - Consolidated group plus Australian, New Zealand and Singapore (local)- Financial Modeling of commercial tenders- Corporate Income tax compliance - Australia, Singapore, New Zealand- Cross border tax structure- Internal Accounting Controls development - Consolidated IFRS accounts for PB Sea-Tow Holdings (BVI) Ltd- Joint Venture accounting- Project / Contract accounting - Monthly Financial reporting for group- Multi currency consolidation- Monthly Revenue and Cost analytics and commentary- Dashboard reporting- Annual Budget/Forecast profit and cashflow- Statutory Accounts - New Zealand, Australia Singapore, BVI (group)
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Company Accountant
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May 2005 - Dec 2009
Sheffield is a leading service provider in Executive Search, Executive Recruitment and Organisation Development with offices in Auckland, Wellington and Christchurch.- NZ Payroll - Annual Audit - Financial Modeling of new projects- Corporate Income tax compliance and FBT, GST, PAYE etc.- Monthly Financial reporting for five group companies (Greentree accounting software)- Monthly Revenue and Cost analytics and commentary- Annual Budget and rolling forecasting of profit and cashflow- Statutory Accounts (both Parent and Group)- Financial modeling for 2009 restructure into three entities - Financial modeling and “what if” scenarios for successful 2006 management buyout- Implemented ERP system (Greentree) setup for three new companies
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Pharmaco NZ and Australia Ltd
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Newmarket
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Accountant
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Oct 2000 - Apr 2005
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Newmarket
Pharmaco is a distributor of pharmaceutical, medical, healthcare, diagnostic and scientific products. The company provides a full range of sales and marketing services supported by warehousing, distribution, regulatory and administration services.Position: Sole accountant for the following pharmaceutical entities providing broad financial and management accounting services.1. Intervet Ltd (now part of Intervet Schering Plough Boxmeer) 2. Dade Behring Diagnostics (now Siemans AG)3. Hollister healthcare
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Assistant Accountant, Corporate Management
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May 1996 - Oct 2000
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Auckland CBD
- Monthly financial reporting to executive & parent company - Monthly sales reports and KPI tracking to executive- Budgeting for nation wide branch structure- Tax accounting & preparation of income tax return- Year end statutory accounts and audit
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Education
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1992 - 1996University of Waikato
Bachelor of Business Management (Hons), Accounting and Finance Major with Strategic Management (sub focus)
Suggested Services
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Industry Focus. “Insurance”
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