Experience

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  Odlum Group (Fibre Networks Limited)

  • Morrinsville

  • Chartered Accountant

    • May 2017 - Present
    • Morrinsville

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  Management Accountants Limited

  • North Shore, Auckland

  • Practice Manager / Senior Accountant

    • May 2016 - May 2017
    • North Shore, Auckland

    Preparation of accurate financial statements, taxation and GST returns for client base (including Tier 1 Financial Accounts and Tier 3 Charities)Tax Planning and ForecastingClient RelationsIn house staff-training of all staff. Technical modules monthly as well as extensive graduate trainingXero Training – Internal and Client based (phone and in-person)Marketing and advertising for the company. Developed website, Facebook and monthly business forward newsletters and quarterly technical newsletters to clients.Debtor ControlDirect Report of 5 staff (2 Admin and 3 Accountants)

• 

  DPA Chartered Accountants

  • Taupo

  • Accountant

    • Feb 2014 - Oct 2015
    • Taupo

    Preparation of accurate financial statements, taxation and GST returns for client baseStatutory ReportingTax Planning and ForecastingClient RelationsIn house staff-training of CCH online work-papersXero Training (phone and in-person)

• 

  Odlum Group (Fibre Networks Limited)

  • Morrinsville / Taupo

  • Accountant

    • Oct 2010 - Feb 2014
    • Morrinsville / Taupo

    MYOB/Excel TrainingCompletion of bi-monthly GST ReturnsCompletion of End of Year Financial AccountsCompletion of monthly cashflows, forecasts, budgets and reporting on variances to directorGroup Accounts. 1 x asset holding company. 3 x trading companies

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  Self Employed

  • Sunshine Coast, Australia

  • Book Keeper

    • Sep 2008 - Sep 2010
    • Sunshine Coast, Australia

    Working part-time whilst at home with Children.Business Structure TrainingCash/Business Management TrainingMYOB/Excel TrainingCompletion of quarterly and monthly BAS ReturnsCompletion of End of Year Financial AccountsCompletion of Individual/Company and Trust Tax Returns

• 

  M&M Constructions (QLD) Pty Limited

  • Sunshine Coast, Australia

  • Finance Manager

    • Feb 2008 - Sep 2008
    • Sunshine Coast, Australia

    Fixed term contract - efficiency contractSetup of Cashflow and cash management proceduresCompletion of year-end financial accounts, including all statutory reportingProcessing of 75 staff payroll for 2 months, then staff training to handoverBAS reporting (catch up)

• 

  SCV Group Limited

  • Sunshine Coast, Australia

  • Financial Reporting Accountant

    • May 2007 - Feb 2008
    • Sunshine Coast, Australia

    Full financial Accounts for 4 legal entities (being 110 communities across Australia), including BAS reporting and external auditBudget and Forecasting for each entityManaging 3 teams (AR, AP and Investor Returns) being 8 staffClient Relations with Community owners and CaretakersProcessing of 300 staff payroll for 3 months, then project planned the outsourcingTransition planning and implementation from 16 communities to 110 in 2 monthsCompliance reporting for AFSL licence

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  BBC

  • London, United Kingdom

  • Stablisation Manager, Management Accountant, Financial Accountant

    • Apr 2002 - Feb 2007
    • London, United Kingdom

    Wrote and published a best practice guide for BPS training, and the BPS/BW reporting package guideIdentify and approached 145 production executive and production managers for one to one training sessionsTrained the Future Finance team for further training workshopsKnowledge transfer to Cardiff staffManager of the DecHQ profit centre (budget £13m)Supervision of two management accountants within DECHQ areaMonthly review of DEC Consolidated Results (budget £400m) Review meetings with Heads of Departments re resultsSubmission of monthly management accounts for DECMeeting with the Finance Director to discuss cash, risk and initiative’s within businessConsolidation of monthly actual results and preparation for monthly forecastPreparation of yearly budgetClearing of all validations, illegal codes, intra-DEC mismatches and Non Cash items (both forecast and actual)Field queries from BU’s regarding month end, RA, Overheads, assessment cyclesReview results and investigate large variancesField all Hyperion queries from BU’s over month endCompleting commentary for month end management reporting boardDevelopment work on the Commentary Pack, Review Sheets, and all other templatesExpert user on Business WarehouseGroup support to 40 Management Accountants across 7 business unitsTraining new staff across the division Group level preparation of the BBC Annual Report through business analysis from Divisional submissionsReconciliation of SAP accounts to HyperionConsolidation and Reporting of Facts and Figures, preparation of the Red Book (internal audit book)Liaising with External Auditors

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  KBPB, Schroder Investment Management, Deutsche Bank

  • London, United Kingdom

  • Management Account

    • Nov 1999 - Mar 2002
    • London, United Kingdom

    Month end data inputtingMonthly manipulation and importing of Sap file into SUNMonthly Management reports to cost centre managersAdhoc queries from all departmentsLiaising with Internal /External ClientsYear end preparation of Management accountsDeveloping and implementing new reporting structuresLiaising with BSD/HR/Expense Management/Cashiers regarding the new Expense DepartmentMonth End inputting and analysing Management reporting for cost centre managersAdhoc queries from all divisions Developing and implementing of reporting structuresProject work - Integration of Sun databases after merger Telephone queries regarding expense payments (both internal and external)Preparation of data for monthly management reportsAuditing of monthly invoice registersDaily controlling of all current project finance dealsMaintaining of client databaseBalancing of all GL accounts for external clientsBalancing of VAT returns for Stock Exchange

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  Cooper Aitken and Goile Wilson Ltd

  • Morrinsville, New Zealand

  • Account Assistant

    • Mar 1994 - Nov 1999
    • Morrinsville, New Zealand

    Monthly reporting of cash flow to financial controller through excel spreadsheetsPreparation of monthly, quarterly and annual GST and Tax returnsTax planningDealing with clients both over the phone and in personHandling supplier queriesTraining of staff members through co-ordination of on-site training sessionsTesting and implementing of in-house accountancy program (Solution Six)