Bio
Credentials
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Chartered Accountant
New Zealand Institute of Chartered AccountantsFeb, 2010- May, 2026
Experience
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New Zealand
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Banking
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400 - 500 Employee
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Group Treasurer
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Mar 2024 - Present
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Financial Controller
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Aug 2020 - Apr 2024
In my current role, I lead and oversee Heartland Bank's Treasury, Regulatory Reporting and Financial Control teams. I am a key member of Heartland Bank's Executive Leadership Team and Heartland Group Holding's Finance Leadership Team.With a dedicated team of 21 employees, I am entrusted with the responsibility of managing the Bank's capital, liquidity, market risk, providing pricing guidance, and ensuring compliance with Reserve Bank reporting obligations. Concurrently, I run the core Financial Control team, ensuring the smooth operation of critical financial processes and controls within Heartland Bank.
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United Kingdom
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Banking
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700 & Above Employee
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Head of Financial Reporting - Treasury and UK Subsidiaries
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Jan 2019 - Jul 2020
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Senior Manager Group Treasury, Head Office and UK Subsidaries Financial Reporting
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Jun 2018 - Dec 2018
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Senior Manager Group Treasury and Head Office Financial Reporting
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Jun 2017 - Jun 2018
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Senior Manager Group Treasury Financial Reporting
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Aug 2016 - Jun 2017
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Financial Reporting Change and AvF Project Manager
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Jun 2015 - Jul 2016
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AvF Project Manager
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Oct 2014 - Jun 2015
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Structured Finance Product and Financial Control Manager
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Aug 2013 - Oct 2014
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Assistant Vice President
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Oct 2012 - Jul 2013
Investment Function Product Control
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Analyst
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Nov 2010 - Sep 2012
Product Control - Commercial Real Estate
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Deloitte New Zealand
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Auckland, New Zealand
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Senior Tax Consultant
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Feb 2007 - Jun 2010
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Auckland, New Zealand
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Education
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2007 - 2010Chartered Accountants Australia and New Zealand
Chartered Accountant, Auditing and Tax -
2002 - 2006Auckland University
Conjoint Bachelor of Laws (LLB) and Bachelor of Commerce (BCOM) -
Dilworth School
Suggested Services
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Industry Focus. “Banking”
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References
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