Experience

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  ASB Bank

  • Auckland, New Zealand

  • Senior FP&A Manager

    • Mar 2023 - Present
    • Auckland, New Zealand

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  Bank of New Zealand

  • New Zealand
  • Banking
  • 700 & Above Employee

  • Finance Business Partner

    • Mar 2021 - Jun 2022

  • Project Accountant

    • Dec 2019 - Feb 2021

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  Bank of America Merrill Lynch

  • City of London

  • Senior Financial Analyst

    • Dec 2016 - Jun 2019
    • City of London

    Responsibilities • Monthly meeting with Desk Head and COO to explain financial performance against budget and prior periods• First point of call for clients, proactively dealing with requests and anticipating client needs• Analysis and commentary for the monthly management financials • Review of off-shore team’s month end reporting• Preparation of regular forecasts, including challenging the assumptions and making recommendations• Liaise with US and Asia Finance counterparts• Review the Weekly Dashboard for Senior Management and escalate any issues to the Reporting teamKey Achievements• Prepared a Technology Application file for FICC businesses to review and understand the technology applications they were being charged for. In collaboration with Business and Technology mangers resulted in significant cost savings and many older applications being switched off.

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  Chevron

  • Canary Wharf, London

  • Financial Analyst

    • Jun 2016 - Nov 2016
    • Canary Wharf, London

    • Variance Analysis: Monthly earnings and balance sheet variance analysis commentaries for European Downstream Headquarters and Corporate Groups. Europe cash flow analysis for Corporate Reporting• Incident Reporting: Primary responsibility for cost analysis and monthly reporting of Pembroke Refinery Incident (2011 explosion) • Environmental Provisions: Primary finance liaison to Project, Legal and Environmental Managers regarding environmental and legal provisions for former Chevron sites; as well as monthly reporting packs to senior management• Management Reporting: Preparation of monthly EFLT Meeting Pack and business partnering with management to prepare business plans for UK and Irish entities.• Year-end Statutory Reporting: Preparation and review of Chevron (Ireland) Atlantic Ltd financial statements 2015 (IFRS), first point of contact for auditors.

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  Bank of America Merrill Lynch

  • United States
  • Financial Services
  • 700 & Above Employee

  • FP&A Analyst

    • Jul 2015 - Apr 2016

    FP&A analyst in the FICC Finance team. Responsibilities:• Analysis and commentary for the monthly management financials.• Review of month end management packs.• First point of call for front office, proactively dealing with requests and anticipating needs• Preparation of regular and accurate forecasts for groups supported and liaise with US and Asia Finance counterparts.• Work with Global Finance controllers to co-ordinate regional reporting up to global/product levels and maintain relevant finance hierarchies.• Review of General Ledger and post necessary journals at month end.Key Achievements:• Built a Global Banking and Markets forecast dashboard to standardise review and analysis of forecasts. Dashboard incorporates multiple breakdowns by line of business, region and customised extra analysis for particular businesses.• Prepared a Technology application allocation review for the FICC businesses to review and understand the technology applications they were being charged for. In collaboration with Business and Technology managers resulted in significant cost savings and many older applications being switched off.

  • Financial Analyst - FICC Technology

    • Mar 2014 - Jul 2015

    FP&A analyst in the FICC Technology Finance team. Responsibilities:• Analysis and commentary for the monthly management financials • Preparation and presentation of monthly management packs • First point of call for Business Managers, proactively dealing with requests • Preparation of regular and accurate forecasts for groups supported and liaise with US and Asia • Finance counterparts• Work with Global Finance controllers to co-ordinate regional reporting up to global/product levels and maintain relevant finance hierarchies• Review of General Ledger and post necessary journals at month end Key Achievements• Involved in assessing the Corporate Workplace Strategy model (proposal for office and team locations); responsible for assessing the reasonableness of inputs and calculations, including working with numerous stakeholders to obtain further information.

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  Close Brothers

  • London, United Kingdom

  • FP&A - Bank Analyst

    • May 2013 - Mar 2014
    • London, United Kingdom

    FP&A analyst within the bank's central FP&A team. Responsibilities:• Preparing and commentary of the Flash report and Bank Board pack• Collating Bank wide forecasts, budgets, and commentary with review and challenge of submissions, and preparing analysis of the performance• First point of call for CFO, ad hoc reports and assistance for other presentations which summarise financial information and address issues of note to the Bank• Supporting the Businesses in the execution of their roles by providing analytical input via the design of financial models to improve management information as required• Preparation of the monthly Managing Director’s report for the Board

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  KPMG New Zealand

  • Wellington

  • Senior Supervisor

    • Feb 2009 - Mar 2013
    • Wellington

    Senior Supervisor within the Audit teamResponsibilities:• Assessing the effectiveness of client processes and controls, and adding value through the recommendation of improvements where weaknesses are identified.• Planning projects to be on time and with maximum recovery.• Running a team, including being the client liaison, coaching and reviewing.• Ensuring effective application of accounting standards and other legislative requirements.• Thoroughly researching market conditions and developments.• Assessing models and projections for valuations and provisions.

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  KPMG US

  • Orlando & Miami

  • Senior Associate

    • Nov 2011 - Mar 2012
    • Orlando & Miami

    Secondment to Orlando and Miami officesResponsibilities:• Assessing the effectiveness of client processes and controls, and adding value through the recommendation of improvements where weaknesses are identified.• Planning projects to be on time and with maximum recovery.• Running a team, including being the client liaison, coaching and reviewing.• Ensuring effective application of accounting standards and other legislative requirements.