Experience

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  NZ Police

  • Wellington, Wellington Region, New Zealand

  • Reporting Accountant

    • Jun 2023 - Present
    • Wellington, Wellington Region, New Zealand

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  PBA Group

  • Wellington, Wellington Region, New Zealand

  • Financial Accountant

    • Nov 2022 - Jun 2023
    • Wellington, Wellington Region, New Zealand

    I am currently working alongside a team in the Wellington Office as a Financial Accountant building auditable practices and processes for the Electrical Engineering firm. I am also currently managing staff in New Zealand and Australia to fulfill those expectations.

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  NZ Police

  • New Zealand

  • Enterprise Baseline Planner-Contract

    • Sep 2022 - Jan 2023
    • New Zealand

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  Swishbooks Accounting Solutions

  • Wellington

  • Principal Manager and Business Consultant / Owner

    • Apr 2022 - Jan 2023
    • Wellington

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  Ministry of Education of New Zealand

  • Wellington Region, New Zealand

  • Management Accountant - Resourcing

    • Apr 2022 - Sep 2022
    • Wellington Region, New Zealand

    My main purpose is to produce the monthly Crown accounting journals, reconcile the Balance Sheet accounts: prepayments, holiday pay provision and accruals for the central Finance team and then report on the Budget against Actuals monthly via variance analysis. In FY 2022, the annual teachers’ salaries and the operational funding to schools amount to $4.98 billion and $1.96 billion which is 69% and 27% of the core Resourcing group funding. Since, both items comprise of 96% of the funding for schools, it’s essential to have these journals validated, reconciled, and integrated seamlessly into the Ministry’s accounting package Oracle Fusion.Balance Sheet reconciliation requires accessing data from the EDUMIS software package via ACCESS database queries, Oracle Fusion general ledger reconciliation as well as knowledge of searching the Oracle Fusion accounting via query by example search engines.Variance analysis utilises my Power BI skills for Dashboard reporting and advanced Excel skills. With these skills, I can accurately identify the variances along with the cost drivers behind these variances. Achievements include:**Developing Power BI dashboards for various decision makers within the Te Pae Aronui team including the Group Manager and Programme Leads the Kahui Ako and Home Schooling programmes.**Creating a Desk file and Data Flow diagram to streamline the procedures for Teachers’ Salaries, $4.90 bn, and Bulk Funding, $1.97bn, to Schools throughout New Zealand**Building an effective reconciliation process for the Operational Funding to Schools, $1.97 bn, for Bulk Funding, Kahui Ako, Manual Payments**Training and developing staff to monitor their funds utilising their respective Power BI dashboards

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  Manatū Taonga Ministry for Culture and Heritage

  • Wellington, Wellington Region, New Zealand

  • Senior Performance and Reporting Analyst

    • Jan 2022 - Apr 2022
    • Wellington, Wellington Region, New Zealand

    My key priority is to report on the performance, progress, benefits and outcomes for Te Aka Tuhono team. The Te Aka Tuhono team manages the COVID-19 Cultural Sector Response and Recovery fund which totals $494 mil currently. This fund supports the NZ Film Commission, NZ Music Commission and Creative New Zealand as well as individuals through the COVID-19 pandemic by funding them for any cancelled events. The primary focus for this fund is on managing the funds committed in the event of cancellation as well as monitoring the payments once these events have been cancelled. To be able to accomplish this task, the grants information is extracted daily from the Tactiv CRM database via a series of tables and then imported into the Power BI databases for analysis via certain parameters. The parameters collated are the: recipient, event, location, eligibility, approval, acceptance, and contract data as well as the physical payments to the various recipients should their respective events be cancelled.With the Power BI application, I am also producing analytical reports and dashboards to support the decision-making within Te Aka Tuhono for the Grants, Creative Spaces and Innovation teams. Since each of these teams have specific requirements, the dashboards are individually adapted for their reporting needs.Achievements include:**Developing Power BI dashboards for various team leaders within the Te Aka Tuhono team** Developing a AdHoc Reporting framework in Sharepoint for the Policy team to ensure timely delivery for all AM, WPQs and OIAs to the Minister’s Office**Managing and monitoring the Power BI dashboards for COVID-19 Cultural Sector Response and Recovery fund**Establishing General Ledger reconciliations to the Tactiv CRM database**Training and developing staff to monitor their funds utilising their respective Power BI dashboards

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  Department of the Prime Minister and Cabinet, New Zealand

  • Wellington, Wellington Region, New Zealand

  • Business Analyst (Secondment)

    • Oct 2021 - Jan 2022
    • Wellington, Wellington Region, New Zealand

    Dual analytical roles within the Ministry of Health and DPMC via the Interim Health NZ

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  Ministry of Health

  • Wellington & Wairarapa, New Zealand

  • Senior Analyst

    • May 2019 - Jan 2022
    • Wellington & Wairarapa, New Zealand

    My key priority is to coordinate and facilitate the consolidation of currently all the 20 DHB and two related party Crown Entities: NZ Blood and NZ Health Partnerships Ltd. All the consolidated financial statements are uploaded to Treasury via CFISnet. Currently, the funding streams to the DHB sector total over $2.0 billion as well as reporting on the capital infrastructure which collectively is over $10 billion of gross PPE: Property, Plant and Equipment within the DHB sector. These financial statements include: Actuals, Annual Plan and Budget Forecast track predictions. Along with consolidation of these financial statements, I analyse the Revenue streams from all 20 DHB entities monthly and produce the variance analysis to key stakeholders: Treasury, Audit NZ, and other key internal stakeholders. I am also producing analytical reports and dashboards in our Business Analysis tool, Adaptive Planning. This report development and analysis involves: Matrix reports, Pivot table analysis, Adhoc Queries and developing additional analytical reports in the Adaptive Planning Excel package: OfficeConnect.Achievements include:**Developing Analysis Reports for the DHB sector in the New Adaptive Planning BI Tool for Internal and External Stakeholders including Treasury and Audit NZ**Establishing the Data Integrity for the new Business Intelligence Tool for Financial Reporting in current years and historical reporting**Establishing Power Pivots for Analysing Monthly Revenue to the DHB Sector**Training and developing staff to assist with year-end Audit with Audit NZ Skills required for this role:• Microsoft Excel (Advanced)• Oracle Accounting System (Advanced)• Adaptive Planning – BI Tool• TM1 – BI Tool

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  Capital & Coast District Health Board

  • Wellington & Wairarapa, New Zealand

  • Management Accountant

    • Feb 2018 - Apr 2019
    • Wellington & Wairarapa, New Zealand

    One primary focus as a Management Accountant working for the Capital Coast Health District Health Board, is managing the budgets for a suite of corporate cost centres as well as the Executive Business units including Pasifika, Maori and the Board budgets. Managing the Business Units budgets involve reviewing the current expenditure and processing the monthly accruals for the cost centres as well as across the Corporate Services team. Once the month end process is completed, the monthly reports are analysed and meetings are arranged with each manager. From these meetings, there are discussions about their cost centres financial sustainability as well as providing any financial advice and / or forecasting for any additional expenditure during the course of the financial year. Alongside the monthly reporting to my Managers, I have supported the Managers in building their annual budgets whilst understanding their annual plans for the next financial year. Once the annual budgets have been approved, I have reconciled the budgets for the Executive and Corporate Services team, and then uploaded these budgets through a series of journal into Oracle.Also, within this role I manage the Ministry of Health’s Crown funding for Capital Coast Health through the Ministry of Health’s training entity: Health Workforce New Zealand. These Crown contracts from Ministry of Health contribute to $8 million per annum in revenue for the Wellington Regional Hospital. Achievements include:**Develop a Forecasting Tool for Managers to monitor their FTE against their uploaded Budgets.**Built a Forecasting Tool for the CME database so SMO’s can manage Professional Development** Establishing Power Pivots for Analysing Allied Health Budgets against expenditure**Assist in developing a robust Travel procedure throughout the CCDHB alongside Orbit TravelSkills required for this role:• Microsoft Excel (Advanced)• Oracle Accounting System (Advanced)• Magiq – BI Tool• Qlik – BI Tool

• 

  Royal New Zealand Plunket Society, Inc. (RNZPS)

  • Wellington & Wairarapa, New Zealand

  • Grants Accountant

    • Mar 2017 - Feb 2018
    • Wellington & Wairarapa, New Zealand

    One of the key revenue components for the Royal New Zealand Plunket Society is the Grants revenue. This includes both National & Community grants. The total grants revenue for Plunket sits at nearly $6 million.The primary focus, during transition, is to establish and standardise a Nationwide grants accountability process whereby the grants are monitored and tracked from the grant budget, application through to the final grants accountability process. Streamlining this process involves recognising the key weaknesses and improving efficiency with grant recognition, process creation as well as standardising the grant report function.Once this Grants process is established, there is an ongoing requirement to manage and monitor all grants revenue. With this BAU process, I managed the Central Region which encompasses the following: Waikato/ Taranaki; Lakes / Bay of Plenty / Gisborne; Hawkes Bay / Manawatu – Whanganui and Wellington / Wairarapa operating areas.Managing and monitoring ensured the pragmatic following of the system I designed along with adopting a method of constant refinement to ensure the best efficacy for the systems processes and procedures. Once refined a Financial procedural manual documented the process for the National team.Along with refining the grants process, arranging monthly meetings with the Central Community Service Leaders and the Funding & Grants Coordinators to engage and train them on understanding the revenue drivers as well as understanding their budgets. This process involves two-way communication with any queries or reports required to understand the revenue streams.Achievements include:**Develop a new grants tracking and monitoring process for the entire Plunket.**Completion of the Manual for Standardising the Processes & Procedures for Grants Monitoring and Tracking** Establishing Power Pivots for Budget vs Actual for Revenue reporting**Training and Developing the Manual for Central Management team to use Power BI tools

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  Maritime New Zealand

  • Level 11 1 Grey Street Wellington

  • Revenue Officer - Levies

    • Dec 2012 - Mar 2017
    • Level 11 1 Grey Street Wellington

    Manage all the domestic and international levy accounts for Maritime New Zealand, which is $15 million and 80% total revenue.The domestic accounts are incurred via an annual levy, which is charged on all vessels, operating commercially in New Zealand.The International levy accounts are a result of charges for all foreign flagship vessels travelling around New Zealand. The accounts are 7 day cycle debtors and total $13 million annually. This involves liaising with New Zealand Customs to generate all the invoices as well as an understanding of the legislation and ship specifications in order to charge the invoices as accurately as possible. In order to generate these annual invoices, an understanding of two separate database packages known as Navigator and CRM is required. Calculating those domestic levies involves an understanding of the legislation for those levies as well as implicit co-ordination of the third party suppliers to allow for those domestic levies to be sent out all over New Zealand.Liaising with domestic customers involves an understanding of the domestic levy and how it is calculated as well as being solution focused when dealing with credit control. Along with this basic processing, bank reconciliation and debt recovery are also central to the core function of my duties.Achievements:**Streamlining debtor’s system by splitting the 7 day debtors from standard debtors and installing the email system for invoicing and statements.**Establishing credit control facilities for 7 day debtors and decreased over 30 days from 56% to under 10%**Reconciling systems with NZ Customs to ensure completeness for foreign ships being levied in New Zealand water**Establishing reconciliations for the annual $3.5 million domestic levy invoices

• 

  EnergySmart Limited

  • Lower Hutt

  • Team Leader - Finance

    • Oct 2010 - Jul 2011
    • Lower Hutt

    Manage and oversee the accounts team for EnergySmart Ltd. This includes: ensuring all the initial deposits for the insulation jobs are processed in an efficient and timely fashion; all the account payable are entered into the system, especially receipting of all the inventory on a daily basis; collating and ordering of all the inventory on a weekly basis; processing refunds; bank reconciliations; updating the cashflow report; a backup for all my members of the team including payroll; uploading PAYE to IRD; general ledger journals and reconciliations.In my time there, I have also put in processes and reconciliations in place to organise and implement auditable accounting practices. This involves the payroll, accounting packages and processing all inventory items.Achievements:**Restructured the Finance Team with new posItions and knowledgeable employees**Revised all positions descriptions**Streamlined workflows for inventory processing, work- in - progress, job costing and receipting of all monies**Created reconciliation spreadsheet for all intercompany transactions

• 

  Ministry of Education of New Zealand

  • Wellington

  • Business Analyst

    • 2007 - 2010
    • Wellington

    Assist the managers, from Group to Line Managers at the Ministry of Education, in budgeting development and support them into making appropriate business solutions and recommendations. Prepare the internal reports for the Group Managers and the Deputy Secretary of the Early Childhood and Regional Education Grouping. The internal reports included forecasts and trend analysis to explain and report on adverse trends in expenditure.This position ensured managing and monitoring $128 million in crown funding and $64 million departmental expenditure.Other duties included preparation of external reporting to the Minister. These reports were Budget Estimates, the Statement of Intent, and Section 32A Public Finance Act reporting on Crown Entities as well as Select Committee questions.In addition to this position, I also devised an Access Database for reporting on all the additional one-off queries that evolved during the operational function of my position. These queries assisted the Policy Analysts in analysing data in order to establish new policy.Acheivements:** Rebuilt the budgets along with a contractor after Grouping restructure for departments** Working as a Senior Business Analyst when required for the entire Grouping.** Training all the Regional Finance Managers in budgeting and reconciling on a monthly basis.

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  Legal Services Agency

  • Wellington & Wairarapa, New Zealand

  • Accounts and Payroll Officer

    • May 2006 - Sep 2007
    • Wellington & Wairarapa, New Zealand

    Establish the documentation for the personnel required to be paid on the payroll system, collating and validating as well as reimbursing personnel for their business expenses, paying the senior legal advisors as well as board members for their time and expenses. Establish the Leave online system with all the cooperation of the Group, Senior and Regional Managers by validating the leave balances of all personnel at the Legal Services Agency. This process included validating the documentation and system processes that for the personnel balances.In addition to the operational functions of the position, I also completed the establishment of the new Jade payroll system alongside the Systems Development team from Jade as well as developing the new system requirements for the external and internal reporting to Managers. I also designed the external reports to Managers on the Jade system.These functions went through two internal and one external audit before completion.

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  The Court Theatre

  • Christchurch

  • Office Administrator

    • May 1999 - Sep 1999
    • Christchurch

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  Business Visuals Ltd

  • Christchurch

  • Office Administrator

    • Jun 1997 - Dec 1997
    • Christchurch

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  Uniko International Ltd

  • Christchurch

  • Personal Assistant / Office Administrator

    • Sep 1996 - May 1997
    • Christchurch

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  Oldfields Access Pty Ltd

  • Christchurch

  • Purchasing / Costing Clerk - Contract

    • Jun 1996 - Aug 1996
    • Christchurch

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  Kathmandu

  • Christchurch

  • Senior Accounts Clerk

    • Aug 1995 - May 1996
    • Christchurch

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  Elastomer Products Ltd

  • Christchurch

  • Senior Accounts Clerk - Contract

    • May 1995 - Jul 1995
    • Christchurch

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  Ski Industries Ltd

  • Christchurch

  • Accounts Manager

    • Jul 1994 - Jan 1995
    • Christchurch

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  Inland Revenue NZ

  • Christchurch

  • Data Entry Clerk

    • May 1994 - Jul 1994
    • Christchurch

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  Fonterra

  • Edgecumbe

  • Production Planner

    • Aug 1993 - Apr 1994
    • Edgecumbe