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Iain Morrison is a seasoned finance professional with extensive experience in accounting, financial analysis, and risk management. He has held various leadership positions, including General Manager of Strategic Financial Planning at Fonterra, where he oversaw financial planning, risk management, and commercial transformation. Morrison has also worked as a Treasury Controller, Market Risk Manager, and Audit Supervisor, providing expertise in financial reporting, hedging, and auditing. He holds a Graduate Diploma in Commerce and a Bachelor of Commerce from the University of Auckland. Morrison has worked in Auckland, New Zealand, and has experience working with international companies, including Fonterra, Pulse Energy Alliance Ltd, Bupa, and SABMiller.

Credentials

  • Fonterra Leadership Essentials Programm
    JumpShift Development Ltd
    Sep, 2021
    - May, 2026

Experience

    • New Zealand
    • Food and Beverage Manufacturing
    • 700 & Above Employee
    • GM Strategic Financial Planning
      • Jan 2024 - Present

    • GM Commercial Transformation
      • Aug 2023 - Jan 2024

    • Head of Commercial - Portfolio Management
      • Jan 2022 - Aug 2023

    • Group Treasury Controller
      • Feb 2018 - Dec 2021

    • Market Risk Manager
      • Dec 2015 - Feb 2018

  • Pulse Energy Alliance Ltd
    • Auckland, New Zealand
    • Financial Controller (Contract)
      • Sep 2015 - Dec 2015
      • Auckland, New Zealand

  • Bupa
    • London, United Kingdom
    • Treasury Controller
      • Oct 2013 - Jun 2015
      • London, United Kingdom

      Key Responsibilities • Overseeing the preparation of Board reporting for Group financial assets and liabilities, investment income and expense;• Supervising the preparation of statutory accounts and the monthly management reporting for 13 Treasury companies;• Overseeing the daily operations of the 13 Treasury companies including managing external contractors, authorising expenses and complying with regulatory requirements;• Managing the preparation of financial and cashflow forecasting for treasury entities;• Providing financial control over the activities of the Treasury function;• Managing the internal and external audits of the Treasury function;• Managing relationships with internal business units and assisting them by preparing business cases to support their foreign exchange, debt and investment strategies;• Managing and motivating the Treasury Accounting Team consisting of a Senior Treasury Accountant and two Treasury Accountants.

  • SABMiller
    • London, United Kingdom
    • Treasury Contractor
      • Jun 2013 - Oct 2013
      • London, United Kingdom

      Key Responsibilities • Support the roll-out of regional treasury centers within Africa, Asia and the Americas;• Support the implementation of commodities hedging in Europe and South Africa;• System and accounting configuration of IT2, the Group’s treasury management system;• Developing reporting and measurement tools within IT2 to support financial reporting and risk management;• Ensuring project governance requirements are met and that project milestones are appropriately documented and reported;• IT2 change management including testing and staff training.

    • New Zealand
    • Food and Beverage Manufacturing
    • 700 & Above Employee
    • Treasury Accounting Manager
      • May 2011 - Apr 2013

      Key Responsibilities • Oversight of management, compliance and statutory reporting for the Group’s funding and trading entities;• Valuation and measurement of financial instruments;• Oversight of the Group’s hedging practices including the preparation of hedge documentation and hedge effectiveness testing;• Facilitating the completion of both internal and external, statutory and control audits;• Interpretation of new treasury accounting standards and the integration of relevant changes into Fonterra’s treasury management framework and systems;• Administration of eTC, Fonterra’s treasury management system;• Management of the performance of a team of 2 treasury accountants.

    • Treasury Accountant
      • Jun 2009 - May 2011

      Key Responsibilities • Preperation of management, compliance and statutory reporting for the Group’s funding and trading entities;• Valuation and measurement of financial instruments;• Preparation of hedge documentation and hedge effectiveness testing;• Facilitating the completion of both internal and external, statutory and control audits;• Analysis of market rate impacts on interest & foreign exchange profit and loss and the valuation of debt and interest rate, foreign exchange and commodity derivative financial instruments; • Ad hoc system testing and changes to configuration (e.g. transaction models, products, reports) in the treasury accounting system City Financials (formerly eTC).

  • KPMG New Zealand
    • New Zealand
    • Audit Supervisor
      • Mar 2006 - Jun 2009
      • New Zealand

      • Planning audits including determining significant accounts and audit procedures;• Preparing budgets and determining staffing for audits;• Auditing key significant accounts including treasury instruments, loan & asset impairment provisions;• Auditing financial statements and general disclosure statements;• Managing and reviewing the work of junior team members on audits;• Preparing audit reports, management representation letters and other mandatory audit documentation;• Managing client relationships and timetables.

Education

  • 2004 - 2005
    University of Auckland
    Graduate Diploma in Commerce, Taxation
  • 2001 - 2004
    University of Auckland
    Bachelor of Commerce (B.Com.), Accounting and Information Systems

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Industry Focus. “Food and Beverage Manufacturing”

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