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Experience

    • New Zealand
    • Construction
    • 1 - 100 Employee
    • General Manager Finance
      • Jan 2022 - Present

    • CFO
      • Sep 2016 - Feb 2022

    • Accountant/Financial Analyst
      • May 2015 - Aug 2016

    • New Zealand
    • Transportation, Logistics, Supply Chain and Storage
    • 100 - 200 Employee
    • Group Accountant
      • Mar 2014 - Apr 2015
    • Company Accountant (contract)
      • Jan 2014 - Mar 2014
    • Country Finance / Business Manager
      • Jan 2010 - Nov 2013

      • Managed my finance team of five to produce five sets of monthly/yearly financial statements and reconciliations for four schools, a central cost unit and a consolidation for Qatar. • Produced financial forecasts, cash flow reporting, CAPEX reporting and budgets for the four schools for UK head office. • Interacted with the Head of Schools, Group CFO and CEO regarding financial reports, KPI reporting (produced weekly), potential of new school locations, investment appraisals and current CAPEX projects. • Oversaw two staff in the schools admissions functions due to close link with revenue forecasting. • The Qatar contact for due diligence performed before the sale of CIS owners WCL Group, from September 2012 up to the sale in May 2013. • Establish and maintain relationships with large corporates that had their employee’s children at CIS. Including negotiating agreements for guaranteed school places. • Set up finance systems in new schools opened in September 2010, September 2011 and January 2012. • Liaised with auditors on the completion of the consolidated Qatar operations audit. • Provided support and training on the finance system to existing and new members to the finance team (Great Plains – Microsoft). • Oversaw general accounting functions, including AR/AP, payroll, and implementation of financial control and cash management of the two schools.

    • United States
    • Staffing and Recruiting
    • 1 - 100 Employee
    • Finance Manager
      • Jul 2008 - Dec 2009

      • Produce four sets of monthly/yearly financial statements; account reconciliations, financial forecasts and budgets for four schools (three in the USA, one in Qatar). • Remotely oversaw general accounting functions, including AR/AP and cash management of these schools. • Closely involved with the project accountant during the implementation of new accounting system Great Plains (Microsoft). Manipulated data for six schools into a transition file. Provided training in Qatar school and remotely to USA school accountants. • Interact with the Head of Schools regarding monthly management accounts and performance against budget.

    • United Kingdom
    • Design
    • Owner/Manager
      • Nov 2006 - Nov 2009

      • Researched commodity, detailed investment appraisal (NPV), contacted suppliers and buyers, imported goods and sold the product. • Completed Small – Mid business accounting records, including PAYE, GST(VAT) lodgements, superannuation lodgements and invoicing. • Managing employees and workloads locally and then from abroad. • Researched commodity, detailed investment appraisal (NPV), contacted suppliers and buyers, imported goods and sold the product. • Completed Small – Mid business accounting records, including PAYE, GST(VAT) lodgements, superannuation lodgements and invoicing. • Managing employees and workloads locally and then from abroad.

    • New Zealand
    • Accounting
    • 1 - 100 Employee
    • Audit Consultant
      • Jan 2005 - Oct 2006

      • Working as part of a team and leading teams on statutory audits. • Tested all balance sheet accounts (inventory, fixed assets, bank, loans, intercompany balances, accruals, prepayments, accounts receivable/payable) and P&L balances. Detailed analysis of P&L balances (sales, expenses and profit movements). • Performed detailed controls testing (checking reconciliations, access to information, separation of duties). Made recommendations to the client regarding insufficient controls. • Was exposed to numerous accounting packages that different clients used.

Education

  • Association of Chartered Certified Accountants (ACCA)
    ACCA, Accounting
    2008 - 2011
  • University of Waikato
    Bacherlor of Management Studies, Accounting
    2001 - 2004
  • Tauranga Boys College
    A Bursary
    1996 - 2000

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