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Jen Lehman is a seasoned finance professional with extensive experience in accounting, management, and strategic planning. She has held various roles, including Global Treasury Manager, Financial Controller, and Founder of her own financial administration services business. Jen holds certifications in Xero Advisor and Excel Essential Training, and has a postgraduate-level micro-credential in Cloud Computing for Business Professionals.

Credentials

  • Excel Essential Training (Office 365/Microsoft 365)
    LinkedIn
    Feb, 2021
    - May, 2026
  • Xero Advisor Certified
    Xero
    Apr, 2017
    - May, 2026

Experience

    • Global Treasury Manager
      • Mar 2022 - May 2024
      • Hastings, Hawke’s Bay, New Zealand

      Reporting directly to the CFO; Responsible for the global business banking; Managing and controlling movement of all funds; Liaison with all banks; Trade finance requirements; Loans & Asset Finance; Cashflow Forecasting; Responsibility for the global bank ledgers in an ERP. Complete End of Month Accounting Controls and Journals for Treasury.

    • Financial Controller
      • Jul 2018 - Jul 2023
      • Auckland, New Zealand

      Managing all the finance and accounting operations including income and accounts receivable, purchases and accounts payable, preparations for batch payments for approval, bank reconciliations and IRD requirements. Tasks include:🔹Preparing and publishing timely monthly management reports🔹Preparing and publishing timely quarterly finance reports🔹Co-ordinating and directing the preparation of the annual budget and financial forecasts and report variances🔹Developing and documenting business processes and accounting policies to maintain and strengthen internal controls and financial policy controls🔹Coordinating the preparation of regulatory reporting🔹Ensuring that the Association is up to date on all technical and regulatory requirements🔹Ensuring that the Association is prepared for the annual audit requirements

  • The Back Office Company
    • Auckland, New Zealand
    • Bookkeeper
      • 2017 - Jun 2022
      • Auckland, New Zealand

      Provided bookkeeping services as an independent contractor for the Back Office Company.

  • The CFO Centre - New Zealand
    • Auckland, New Zealand
    • Financial Controller
      • May 2019 - Jun 2021
      • Auckland, New Zealand

      My role at the CFO Centre is wide ranging, managing all the daily accounting functions:🔹 Income and accounts receivable🔹 Purchases and accounts payable🔹 Bank payments and reconciliations 🔹 Tax requirements🔹 Debtors days🔹 Cash FlowResponsible for the preparation and publishing of monthly management reports and quarterly finance reports along with co-ordinating and directing the preparation of the annual budget and financial forecasts, and report variances.The development and documenting of business processes and accounting policies to maintain and strengthen internal controls and financial policy controls also comes under my purview.Other aspects of the role include coordinating the preparation of regulatory reporting, ensuring that the business is up to date for all technical and regulatory requirements and liaising with the CFOs and assisting with the marketing requirements of CFO Centre NZ as needed.

    • Founder 🔹Director 🔹 Owner
      • 2002 - 2016

      I founded this business while still in South Africa and when we moved to New Zealand gradually wound it up as my team were able to find other work.The business was one of immense trust and provided solutions and services for small to medium sized businesses that included:📍Financial Restructuring 📍Accounting 📍Payroll 📍Company secretarial management📍Company documentation management processesFocused strongly on customer service, our guiding principle was 'Where there's a will, there's a way.'

  • Western First National Real Estate
    • New Plymouth, New Zealand
    • Financial Administrator
      • 2014 - 2015
      • New Plymouth, New Zealand

      This was a comprehensive role that included the processing of:🔹Income and Accounts Receivable🔹Purchases and Accounts Payable🔹Commissions and salariesIn addition, I handled processing and administration of the Trust account, batch payments for approval, reconciliations of all relevant bank accounts, tax requirements, monthly sales target reports and assisted with sales administration tasks around contracts, flyers and letters.(Relocated to Auckland)

    • Director
      • 2010 - 2014

      This is a not for profit that incorporated a school and had 35 permanent employees.

  • Pro-Active Communications
    • Johannesburg, South Africa
    • Office Administrator
      • 2000 - 2002
      • Johannesburg, South Africa

      My role included client liaison and all job costings.

    • Employee Benefits Administrator & Client Liaison
      • 1998 - 2000
      • Johannesburg, South Africa

      This company were provident and pension fund administrators. My employment there came to an end when the organisation changed owners.

  • Shell International Ltd
    • London, United Kingdom
    • Special Projects
      • 1999 - 1999
      • London, United Kingdom

      In this one-year contract role, I reported to Senior Legal Counsel.

Education

  • 2022 - 2022
    The University of Auckland
    Cloud Computing for Business Professionals - COMPSCI 7000MC, Business Administration and Management, General
  • 2020 - 2021
    World Commerce & Contracting
    Purchasing, Procurement/Acquisitions and Contracts Management
  • 2016 - 2017
    The Career Academy New Zealand
    Diploma In Accounting, Accounting Technology/Technician and Bookkeeping
  • 2013 - 2013
    University of Cape Town
    College of Accounting & Bookkeeping, Distinction
  • 1997 - 1998
    The Insurance Institute of South Africa
    Certificate of Proficiency - Retirement Level 1, Financial Planning and Services
  • 1995 - 1995
    Public Relations Institute of South Africa (PRISA)
    Higher National Diploma, Public Relations/Image Management

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Industry Focus. “Farming”

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