Experience

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  AIOI NISSAY DOWA INSURANCE MANAGEMENT LIMITED

  • Auckland, New Zealand

  • Financial Controller

    • Nov 2021 - Present
    • Auckland, New Zealand

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  UniServices

  • New Zealand
  • Research
  • 200 - 300 Employee

  • Finance Transformation Manager

    • Feb 2021 - Nov 2021

    Leading Finance transformation projects in collaboration with business units, including: ERP transition to Cloud, Budget and Forecast Model redesign into one, automation of financial statements, investment accounting solution for our large equity portfolio, and other expense management enhancements such as streamlined procure to pay process to increase PO uptake, and many other quick wins like Power App timesheet integrated to ERP (T1). I am also involved in the company wide transformation project of optimising project life cycle management and KPI reporting in Power BI.

  • Financial Planning and Analysis Manager

    • Nov 2019 - Feb 2021

    Led the FP&A function in delivering annual group budgets and 4 forecast rounds, quarterly Board reports with commentaries, monthly results pack and presentation to Executive team. I also led the FP&A team to deliver system and process improvements, including creating a unified Power BI dataset and a report suite for each level from executive, managers to project staff.

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  Datamine

  • Auckland, New Zealand

  • Financial Controller

    • May 2019 - Nov 2019
    • Auckland, New Zealand

    Very different experience working for a Data tech company in its scale up stage, financial management with a focus on profitability and growth, projection on new product development and launch. Enjoyed managing Callaghan Research & Development grant.

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  Southern Cross Health Society

  • New Zealand
  • Insurance
  • 700 & Above Employee

  • Finance Manager & BPM Lead

    • Jul 2014 - Mar 2019

    Had overall responsibility for reporting, decision support, budgeting/forecasting, tax and compliance of Southern Cross Pet Insurance, witnessed its' double digit growth over 5 years, my 5 year planning model proven to be simple but produced all the P&L, BS and CF reports. Managed TechOne EB (Budget) modules and processes, delivery of BS and CF budgets and forecasts for Society Group.Led the Finance System and Operations team in driving system and process improvements, enhancing internal controls, policies and procedures.AchievementsReviewed the accounting treatment of core insurance system, designed the financial data snapshot solution and an automated interface into ERP-TechOne.Led the transition of TechOne from on-premises to the cloud within three months with significant quick wins.Implemented Finance Idea Register and achieved many improvements including the AP Automation (finalist of the Innovation Project of the Year at the 2017 EY CFO Award).

  • Project Accountant

    • May 2013 - Jun 2014

    Managed key Finance projects including Budgeting and Forecasting modules, Business Intelligence.Automated monthly Capex Reports, Board reports, Half Year and Annual reports.Involved in preparing Board reports and performing quarterly forecasts. Managed budgeting system and processes and produced Budget Board Reports.Assisted project managers in business case sign-off and cost management.Provided training and coaching to other finance team members.

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  Manukau Institute of Technology

  • Reporting Manager

    • May 2010 - May 2013

    Led Reporting team in managing assets, treasury, month-end, year-end, systems, taxation and IRD liaison, and audit.Provision of monthly management reports, council reports and covenant reports with financial commentary, variance analysis, forecast, and KPIs, group financial statements for the published annual report; Tertiary Education Commission (TEC) returns.Managed TechOne system upgrade, enhancements, interfaces and user training.Involved in strategic planning processes and implementation of finance strategic goals and KPIs.Automated the annual report, TEC compliance and sector benchmarking reports.Designed the Tribal Student Management System interface to TechOne with an optimal level of details.Implemented process improvements in BS reconciliation, capital expenditure, asset capitalisation, cash and debt management, and cut month-end days from 7 to 4 days.

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  Manukau Water Limited, a CCO of Manukau City Council

  • Auckland

  • Company Accountant

    • Jul 2006 - May 2010
    • Auckland

    Recruited and established the finance team of 4 direct reports and put in place policies, process and procedures, internal control, and staff KPIs.Provision of monthly management and board reports, quarterly shareholder reports with commentary, variance analysis, forecast and KPIs; financial statements for published annual reports.Review of GST and FBT returns and preparation of annual income tax returns.Involved in the CCO establishment in 2006, and the strategic planning process of the CCO.Managed the initial implementation of TechOne, the interface project from the billing system Hansen.

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  Mananukau Water, Manukau City Council

  • New Zealand

  • Management Accountant

    • Oct 2002 - Jun 2006
    • New Zealand

    Preparation of monthly accounts, assets accounting and budgeting. Involved in Council wide ERP (PeopleSoft) implmentation.

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  Ping An Insurance Company of China (Guangzhou General Insurance)

  • Guangzhou, Guangdong, China

  • Sales Manager-Corporate / Administration Manager

    • Jun 1995 - Jan 2000
    • Guangzhou, Guangdong, China

    Led a sales team of 5 in achieving sales targetsAwarded the No. 3 sales person in Guangzhou Branch in 1998 and the No. 2 in 1999