Experience

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  Squirrel

  • Auckland, New Zealand

  • Financial Controller

    • Feb 2023 - Present
    • Auckland, New Zealand

• 

  EBRD

  • United Kingdom
  • Banking
  • 700 & Above Employee

  • Principal Manager, Funds Accounting

    • Mar 2020 - Dec 2022

    EBRD (“the Bank”) is an international development bank that provides financing and advisory services across Central and Eastern Europe, Central Asia, and Southern Eastern Mediterranean regions. To learn more about the Bank, please refer to their website at https://www.ebrd.com/homeThere are over 200 open Donor Funds with annual financial contributions of over €2 billion and holding over of €3 billion in cash. The contributions are received from donor governments including the European Union.As the Principal of the Funds Accounting team, I deputised the Associate Director as required and assisted in the management, mentoring and appraisal in a team of up to eight Finance Managers. I also provided assistance to other departments such as accounts payables and treasury settlements to help resolve issues.I reviewed and signed-off on periodic internal and external reporting as well as journals produced by the team and helped to ensure the team meets all deliverables and deadlines. I played a significant role in the team's preparation of IFRS-compliant, EU Accounting Rules (based off IPSAS) or special purpose financial statements subject to external audit and the completion of more complex tasks as required. I assessed the impact of the latest IFRS accounting standards on Donor Funds’ financial statements to ensure compliance and ensure the accounting policies of the Donor Funds are up-to-date and consistent with IFRS, EU Accounting Rules or special purpose policies. I reviewed Donor Fund Agreements/Amendments and provided recommendations of accounting impacts and financial products.I identified solutions to non-standard tasks/queries as well as regularly reviewed procedures to ensure the accounting department best responds to the needs of Donors. I monitored, coached and trained both new and existing Finance Managers in the performance of tasks within the team, contributing to the team’s ability to meet its objectives.

  • Associate Manager, Funds Accounting

    • Jan 2017 - Mar 2020

    As an Associate Manager in Funds Accounting, I was responsible for the preparation of periodic and annual financial reports on behalf of the Bank and the Donor Funds which the Bank administrates. I maintained the financial records and provided timely and accurate information on financial performance and financial position. I was responsible for the accurate maintenance of financial records for both the Bank and the Donor Funds. I assisted in the implementation of the accounting policies of the Bank in line with IFRS and EU Accounting Rules and ensured compliance with internal and external reporting requirements. I interacted with a wide range of departments within the bank and responded to inquiries from internal and external auditors. I supervised and trained new staff members and year end temporary staff.

  • Contractor, Funds Accounting

    • Nov 2016 - Jan 2017

    I was hired in a temporary contractor position under a limited liability company until my employment checks went through to become an EBRD employee.

• 

  KPMG New Zealand

  • Auckland and Tauranga, New Zealand

  • Audit Assistant Manager

    • Mar 2012 - Sep 2016
    • Auckland and Tauranga, New Zealand

    I was promoted to Assistant Manager II effective 1 April 2016.As an assistant manager I in-charged a wide range of audit and assurance engagements of a complex nature and higher risk and non-routine audits. I was involved in the coaching and mentoring of junior team members and assisted managers in the management of teams and management of client relationships. My portfolio included clients across a range of industries including manufacturing, financial, utilities and service providers. Some of my larger clients included:• Vector Limited – an electricity and gas distributor (included both financial and regulatory audits). Website: https://www.vector.co.nz/ • Tenon limited – wood product industry. Website https://tenonclearwood.com/ • Zespri Limited – the world’s largest kiwifruit marketer. Website: https://www.zespri.com/en-NZ

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  KPMG Nederland

  • Amstelveen, North Holland, Netherlands

  • Audit Supervisor

    • Jan 2016 - May 2016
    • Amstelveen, North Holland, Netherlands

    On short term secondment for the Netherlands audit busy season, I was part of audit teams for large multinational dual listed clients (The Netherlands and the USA) as well as the in-charge of Group audit engagements. My main clients while on this secondment included:• Philips – an electronics, healthcare and lighting manufacturer. Website: https://www.philips.nl/ • OCI – a fertiliser and chemical manufacturer. Website: https://www.oci.nl/

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  KPMG US

  • St Louis, Missouri, United States

  • Audit Senior Associate

    • Jan 2015 - Mar 2015
    • St Louis, Missouri, United States

    On short term secondment for the US audit busy season, I was an integral part of audit teams on large USA listed clients including:• Olin Corporation – a manufacturer of chemicals and ammunition. Website: https://olin.com/ • Charter communications – provides TV, internet and voices services. Website: https://corporate.charter.com/

• 

  University of Waikato

  • Hamilton, Waikato, New Zealand

  • Accounting Tutor

    • Jun 2009 - Dec 2011
    • Hamilton, Waikato, New Zealand

    A tutor for a first-year accounting paper performing the following:• Taking several classes of 10-20 students each week• Preparation and marking (including university exams)• Helping out within the accounting department

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  KPMG New Zealand

  • Tauranga, Bay of Plenty, New Zealand

  • Audit Intern

    • Jan 2011 - Mar 2011
    • Tauranga, Bay of Plenty, New Zealand

    I was an audit intern over the summer university break. My main responsibilities included:• Performing internal control and substantive testing• Documenting audit procedures • Identifying matters to be communicated to seniors and managers• Working as part of a team