Bio
Credentials
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Chartered Accountant
New Zealand Institute of Chartered Accountants -
Member
High Court of New Zealand
Experience
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BDO in New Zealand
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Auckland, New Zealand
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Partner
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Jan 2022 - Present
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Auckland, New Zealand
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New Zealand
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Accounting
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700 & Above Employee
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Associate - Audit and Assurance
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Jan 2019 - Feb 2022
I have been with BDO since 2008 and during this time has completed two international secondments to the United States of America (New York) and Australia (Perth). My portfolio includes a broad range of clients including public and private companies. The client base extends across the wholesale, manufacturing, technology, education, property and FMCG industries as well as the Not-for-Profit sector.My current role consists of leading the delivery of key services including:•assurance services such as external audit, reviews and agreed upon procedures•technical/financial accounting, regulatory and reporting compliance•system control and monitoring development and improvement.
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Senior Manager - Audit and Assurance
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Apr 2015 - Dec 2018
My client portfolio includes listed entities (NZX and ASX), global firms and privately owned entities operating in a wide variety of sectors including education, manufacturing, property, wholesale, in addition to a number of charitable not-for profit entities. Aspects of the role include (but is not limited to):- Examining the financial statements of companies and/or organisations in order to determine and advise on whether the statements provide a true and fair indication of financial performance and position- Reviewing the accounting systems and control procedures of companies and organisations, and make recommendations accordingly for improvements to such procedures- Providing training and supervision to the Audit Team
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Manager - Audit and Assurance
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Apr 2013 - Mar 2015
Manager in the Audit and Assurance services team. Responsible for a portfolio of audit clients across a wide range of industries including, NZX and NZAX listed entities, exports, property, wholesale, manufacturing, financial, and software development.
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Assistant Manager - Audit and Assurance
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Sep 2011 - Mar 2013
I completed my CA with BDO Auckland in 2011. After qualification I increased my involvement in other areas including training and methodology, business development, recruiting and corporate responsibility. Key roles, activities and responsibilities included:- Project management to tight deadlines;- Management and development of staff;- Internal course teaching and presentations;- Multiple Secondments within wider wider International Network. The rapidly changing roles, disciplines, teams and varying cultures all presented numerous opportunities to develop depth of experiences and ability to adapt quickly to new environments.Specific roles included:- Assurance (BDO USA LLP): New York (4 months). See detailed comments below.- Assurance (BDO Australia): Perth (3 months). See detailed comments below.
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Audit Senior
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Mar 2010 - Sep 2011
Responsibilities and skills included:- engaging in assurance and external audit services- acting as a “quasi” audit assistant manager for the sub group reporting directly to the partner- understanding the business, developing and maintaining client relationship by obtaining knowledge about the client’s business and industry practices- assisting the engagement partner/manager in the development of the expected scope and conduct of the audit using risk based approach- reviewing and approving the planned activities prior to the start of significant fieldwork- preparing appropriate working papers and making them available for review- reviewing staff working papers- mentoring staff and develop potential so the team has the necessary knowledge, skills and experience
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BDO USA, LLP
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Manhattan, New York
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Audit Senior Associate
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Dec 2011 - Mar 2012
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Manhattan, New York
I completed an international secondment with BDO USA as a Senior Associate in their General Assurance team based in Manhattan.My roles and responsibilities involved coordinating the day-to-day "in-charge" duties of planning, fieldwork and "wrap-up" to include the preparing of financial statements with disclosures, applying most areas of GAAP as necessary and documenting, validating, testing and assessing various control systems. I was also responsible for acting as the client contact for questions and information.My client portfolio included global organisations which operated mainly in manufacturing and wholesale industries. This opportunity to work with and learn from the New York based audit and assurance team was of significant value.
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BDO in Australia
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Perth, Australia
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Audit Senior
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Jul 2011 - Sep 2011
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Perth, Australia
Secondment to BDO Perth provided an opportunity for personnel and professional development, adapting to a different culture and regulatory environment.As an audit senior I was responsible for- Planning, execution and completion of audit assignments- Leading audit engagements and providing on-the-job training to staff members- Identifying technical issues arising on audits and communicating to managers and problem solvingClient portfolio included public and private entities operating in mining and construction industries.
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Accounts Manager
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Apr 2005 - Feb 2008
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Sharp Corporation of New Zealand
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Penrose, Auckland
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Accounts Clerk
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Jul 2004 - Feb 2005
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Penrose, Auckland
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Education
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2005 - 2007University of Waikato
Bachelor of Laws (LLB) with Honours, Law -
2002 - 2004University of Auckland
Bachelor of Commerce (BCom), Accounting and Taxation
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