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Bio

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Credentials

  • Chartered Accountant
    New Zealand Institute of Chartered Accountants
    Feb, 2010
    - May, 2026

Experience

    • New Zealand
    • Banking
    • 400 - 500 Employee
    • Group Treasurer
      • Mar 2024 - Present

    • Financial Controller
      • 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.

    • United Kingdom
    • Banking
    • 700 & Above Employee
    • Head of Financial Reporting - Treasury and UK Subsidiaries
      • Jan 2019 - Jul 2020

    • Senior Manager Group Treasury, Head Office and UK Subsidaries Financial Reporting
      • Jun 2018 - Dec 2018

    • Senior Manager Group Treasury and Head Office Financial Reporting
      • Jun 2017 - Jun 2018

    • Senior Manager Group Treasury Financial Reporting
      • Aug 2016 - Jun 2017

    • Financial Reporting Change and AvF Project Manager
      • Jun 2015 - Jul 2016

    • AvF Project Manager
      • Oct 2014 - Jun 2015

    • Structured Finance Product and Financial Control Manager
      • Aug 2013 - Oct 2014

    • Assistant Vice President
      • Oct 2012 - Jul 2013

      Investment Function Product Control

    • Analyst
      • Nov 2010 - Sep 2012

      Product Control - Commercial Real Estate

  • Deloitte New Zealand
    • Auckland, New Zealand
    • Senior Tax Consultant
      • Feb 2007 - Jun 2010
      • Auckland, New Zealand

Education

  • 2007 - 2010
    Chartered Accountants Australia and New Zealand
    Chartered Accountant, Auditing and Tax
  • 2002 - 2006
    Auckland 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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