Bio
Credentials
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Certificate of Participation : Treaty of Waitangi 1 DayWorkshop
Belong AotearoaNov, 2020- May, 2026 -
Chartered Accountant
New Zealand Institute of Chartered AccountantsMar, 1997- May, 2026
Experience
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James Pascoe Limited
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Auckland, New Zealand
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Finance Manager
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Feb 2023 - Present
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Auckland, New Zealand
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Restaurant Brands Ltd NZ
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Auckland, New Zealand
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Contract Accountant - Asset
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Dec 2022 - Dec 2022
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Auckland, New Zealand
Project work - capitalise $20mn work in progress refurbishment, new stores for KFC Taco Bell Carls Junior in SAP for year end.
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UP Education
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Auckland, New Zealand
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Finance Manager
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Oct 2021 - Nov 2022
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Auckland, New Zealand
FM for the Start up EDTech Division. Up Education is owned by Private Equity Partners which has approx $7.1 bn assets under management.
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EROAD
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Auckland, New Zealand
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Contract - Group Accountant
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Jan 2021 - Sep 2021
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Auckland, New Zealand
EROAD is a hardware enabled SaaS company that pioneered Regulatory Telematics. Public listed in NZ and Australia with $92 mn. Key responsibilities : Month board reporting pack including key metrics, bank covenants, year end close and assisting in investor presentation, assisting Group Financial Controller on process improvements including faster reporting.Systems: Microsoft Dynamics 365
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Wallace Group Limited Partnership
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Auckland, New Zealand
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Contract - Management Accountant
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Sep 2019 - Jul 2020
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Auckland, New Zealand
Wallace Group is a $300mn agre-recycler selling into export and domestic markets.Key responsibilities: Supporting GM Finance and CFO with ad hoc projects as business restructured and helping business back to forward facing including: fast tracking process of reporting financial results to board and bank , year end audit , bottom up budgets, business case scenarios, creating KPI metrics.
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Plan B Group
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Auckland, New Zealand
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Group Accountant - Contract for Year End
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Jun 2019 - Aug 2019
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Auckland, New Zealand
Key Responsibilities: Support CFO in delivering Financial Statements for August deadline including: First time reporting in IFRS RDR format; Accounting for new group structure from 2 to 8 companies; Tax for new structure; and Preparation for closing dormant companies. Business Type: Business Continuity and ICT Services
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Finance Manager (Permanent)
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Sep 2015 - Jan 2019
Finance Lead for the New Zealand subsidiary and had supported portfolios of HR, payroll, adminstration, supply chain.Business type : 1. Market leader in medical IT software solutions - project accounting, impairment & capitalisation 2. Supply of laboratory instrumentation - inventory management, finance reporting on reagent rental 3. Shared service centre. Key responsibilities: Financial&management accounting, statutory reporting local/ group in alignment with IFRS standards, budgets and rolling forecasts, compliance - business risk, security trade control, tax management across different jurisdictions including transfer pricing, systems management - SAP/Open Air, external relationships-banking/ insurance/ auditor/tax, company secretarial duties, business partnering as member of management team, team management , data analytics developing KPI's, projects local&group, Callaghan Grant implementation and fund management.
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Southern Spars
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Avondale
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Group Finance Manager(Permanent)
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May 2011 - Jun 2015
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Avondale
Promoted from Contract to Finance Manager to Group Finance Manager to be Finance Lead for global finance. Business Type: Market leader in manufacture and export of carbon fibre masts and rigging to super yatchs and Americas Cup, Supreme Award winner for export. Key Resposibilities: Group reporting for 15 divisions across 7 countries, project accounting via Vantage, Great Plains and Infusion.
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Financial Controller (Contract - Maternity Cover)
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Jul 2014 - Dec 2014
Business Type : Developing and importing homeware and house branded products.Key responsibilities: Business partner for smooth shipping - Coordination of local and overseas freight providers/ suppliers/Logistics manager/Business owners through to payment, liasion with NZ customs.
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Finance Controller (Contract- Maternity Cover)
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Feb 2010 - Apr 2011
Business Type : Import and Distribution of market leading surgical instrumentation from Global HO for sale or on consignment. Key Reponsibilities: Generla ledger integrity, financial and management accountig, payroll, fixed asset /inventory register of 50,000 line items from consignment equipment, projects. System used Great Plains.
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Finance Manager (Contract - Support CFO while staff away on annual leave)
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May 2009 - Aug 2009
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Financial Controller (Contract)
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Feb 2008 - Mar 2009
Business Type: Market leader in install and service of refridgeration cases to the Asia Pacific area, part of fortune 500 company.Key Responsibilities: Managing team of 5 accounting for complex business: service and project revenue, import and export business, multisite. Member of executive, quality, IT, forecasting committees. Transition to IFRS accounts, SOX coordinator, completion of Kaizens, manage Treasury functions, administrator of Microfsoft Navision.
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Business Analyst (Contract - Workshop/Design processes for Merger Project with Australian entity)
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Oct 2007 - Dec 2007
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Business Process Champion (Contract - Sap ANZ Implementation)
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Oct 2005 - Sep 2007
Representing NZ Finance working collaboratively with ANZ key stakeholders and project technical consultants for successful implementation for sales, marketing and distribution.
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Project Accountant (Contract - Project lead,design, implement finance for Greenfields Seafood Div)
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Sep 2006 - Feb 2007
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Accountant (Contract - Assist CFO with Year End Audit)
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Jul 2004 - Dec 2004
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Project Accountant (Contract - Maternity Cover for Financial Controller, Setup of Australian Div)
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Apr 2004 - Jul 2004
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Accountant Shared Services (Contract - Assist CFO with Australian Company financials)
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Dec 2003 - Apr 2004
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Head Office Accountant (Contract- support Grp with HO business unit reporting and consolidations)
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Mar 2001 - Jul 2002
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Financial Accounting Manager (Contract- support CFO during GSK merger including staff mgt, treasury.
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Nov 1999 - Dec 2000
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Commercial Manager (Permanent)
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Jun 1998 - Jul 1999
Key resposibilities: Setup new company ex Unilever while undergoing premise relocation and SAP implementation. Managed commercial team of 5 for functions of Finance, payroll and IT. Provided commercial advise to sales managers and reps on free on loan equipment and customer margins.
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Finance and Administration Manager (Permanent)
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Dec 1995 - Apr 1998
Key Responsibilities: Promoted from Finance Manager to Finance and Admin Manager with team of 5 managing the finance , admin, customer service departments. Business partner on strategic projects, using data anaytics and system enhancements to provide KPI's, in depth margin analysis to support business decisions.
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Management Acountant
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Oct 1988 - Nov 1995
Business Type - Market leader in vehicle leasing market with > 11,000 corporate vehicles on finance and operating leases including the management of Fletcher Challenge Fleet.Key responsibilities: Started as part time credit controller with near 100% collection rate. then promoted internally to assistant, financial and then management accountant.
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Education
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1983 - 1986University of Waterloo
Bachelor of Arts, Economics
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