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Katie Wesney is a seasoned Chartered Accountant with 10+ years of experience in financial management, accounting, and analysis. She has worked with various companies, including enable.me - financial strategy & coaching, Kajis Ltd, Tiscali Broadband Network Business, Accenture, UBS Investment Bank, and KPMG New Zealand. Her expertise includes financial reporting, management accounting, internal audit, and financial analysis.

Experience

    • New Zealand
    • Financial Services
    • 1 - 100 Employee
    • Head Strategic Coach
      • Dec 2022 - Present

    • Owner and Strategic Consultant
      • Feb 2015 - Dec 2022

      We are a team of highly motivated professionals dedicated to providing expert advice that will help Kiwis get ahead faster by becoming their very own Financial Personal Trainer.

  • Kajis Ltd
    • Auckland, New Zealand
    • Director
      • Jul 2013 - Present
      • Auckland, New Zealand

      Work with small local businesses to provide accurate and timely financial information. Preparation of financial statements, GST and taxation returns and monthly financial reporting.

    • Financial Accountant
      • May 2007 - Oct 2007

      Lead IPTV accounting function, Communicate with key media suppliers and ensure self billing function correct, Ensure appropriate integration of IPTV company purchased, Analysis and commentary for management of large profit and loss movements.

    • Acting Finance Manger
      • May 2006 - May 2007

      Lead management accounting team, preparation and review of monthly management accounts, review of Balance Sheet reconciliations, presentation of monthly accounts including analysis and commentary to Department Heads, Finance Director and CFO, Liaising with external auditors.

    • Financial Accountant
      • Dec 2005 - May 2006

      Preparation of statutory accounts, tax returns and liaison with tax advisors regarding key issues, analysis of conversion of UK GAAP statutory accounts to IFRS, Liaising with external auditors.

  • Accenture
    • London, United Kingdom
    • Financial Accountant - UK Controllership
      • Jun 2005 - Dec 2005
      • London, United Kingdom

      Preparation of entity and consolidated financial statements in compliance with US and UK GAAP, analysis of conversion of UK GAAP statutory accounts to IFRS, Liaising with external and internal auditors.

  • UBS Investment Bank
    • London, United Kingdom
    • Business Unit Controller - Fixed Income
      • Jul 2004 - Jun 2005
      • London, United Kingdom

      Preparation of daily profit and loss reports, reporting to traders, analysis and commentary for management of large profit and loss movements, valuation testing including calculating reserves, preparing, reviewing and authorizing monthly balance sheets, Liaising with Auditors.

    • Supervising Senior Accountant
      • Mar 2000 - Jun 2004
      • Auckland

      Graduate Accounting programme in Business Services (Accounting, Audit & Tax).Audit Secondments to Dallas, Texas, USA and Cleveland, Ohio, USA

Education

  • 2000 - 2002
    NZICA
    Chartered Accountant, Chartered Accountant
  • 2000 - 2001
    Chartered accountants NZ
    Chartered Accountant, Accounting and Business/Management
  • 1995 - 2000
    University of Auckland
    Bachelor of Commerce (BCom), Accounting and Commercial Law
  • 1995 - 2000
    University of Auckland
    Bachelor of Arts (B.A.), Geography

Suggested Services

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Industry Focus. “Financial Services”

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