Experience

• 

  Smith&Smith®

  • Napier, Hawke’s Bay, New Zealand

  • Credit & Collections Team Leader

    • Sep 2023 - Present
    • Napier, Hawke’s Bay, New Zealand

• 

  New Zealand Frost Fans

  • Hastings, Hawke’s Bay, New Zealand

  • Accounts Assistant

    • Jan 2022 - Dec 2023
    • Hastings, Hawke’s Bay, New Zealand

    Accounts payable & receivablesBank reconciliationsCredit card expense moduleCreation of new customers & vendorsSales orders & invoicingAccounting supportMonth end reportingStock reconciliationsProcess documentationCreation of Finance, Sales, Administration & Office processes using ConfluenceMaintaining SOP’s and ensuring they are current at all times.Training of staff to use Confluence.Internal IT supportOnboard new users within finance software and Webexpenses moduleProcure new equipment.Set up new users’ hardware and software.Trouble shoot issues.Consult with external IT provider and manage tickets loaded.Projects Project Seamless - Data integration project with one of our subsidiaries to improve data between separate systems – approx. 12 -18 month timeline.ELMO Webexpenses – Implementation of Credit card Module – approx. 4 – 6 month timeline

• 

  Smith & Smith Glass

  • Penrose, Auckland

  • Credit & Collections Lead

    • Jan 2018 - Jan 2022
    • Penrose, Auckland

    Permanent role:Oversea management of credit risk for all customers.Manage portfolio of customers - Trade, Fleet, Rental,Finance, Cash and Authorised Dealers Opening New Accounts, setting credit limits and credit checksReviewing all customers balances and liaising with Ket Account ManagersReporting of ageing, risk and complianceRecommending provisions for debtor impairment and write offs for Financial ControllerPPSA registrationsEscalation point for unpaid cash invoices and supports Network in collection of unpaid debtReconciliation of debtor ledgerProcess improvement for invoicing and cash collection

• 

  Smith & Smith Glass

  • Penrose, Auckland

  • Banking and Credit Administrator

    • May 2017 - Jan 2018
    • Penrose, Auckland

    Contract postion.Responsible for Banking and Cash AllocationsReconciliation of branch accounts, internet payments, finance company accounts.Allocation of all payments received. Trade, Cash, Fleet and Insurance accounts.Customer follow upRelevant journals postings to ERP system.Process Improvement:Review current process and polices, implement new processes as requiredImplemented new rRefund to customer policy and processReview Merchant Services and review current process and policy.Monitor cash variances and introduce a new weekly reconciliation process for all branchesSuper user for new ERP system

• 

  Converga Group

  • Australia
  • Information Technology & Services
  • 500 - 600 Employee

  • Business Support Analysis

    • Nov 2011 - Mar 2017

    Responsible for client/operational finance informationPresentation of financial data for clients and analysis of spends and trends for clients, management and other 3rd parties.Continuous improvement of templates, processes and procedure manualsBusiness improvement, financial and operational processesOffice Management Management of a complex client billing and reporting function to achieve required deadlinesManagement of AP & AR functions for all of NZ

  • Client Information Services Manager (AR Manager)

    • Nov 2008 - Nov 2011

    Client Invoicing – reconcile data received from site and produce client invoices. Provide clients with upload files as per their specific IT requirementsTrain Converga site staff on billing templates. Provide support with Paperless Accounts Payable system and reconciling supplier invoices, bi annual audits conducted to ensure complianceRegularly audit the administration processes for invoicing and reconciliation. Carry out regular checks and analysis of the billing process and improve templates where necessaryProvide training to all sites and billing staff on any new billing initiativesLiaise with Account managers on a regular basis regarding management fees, margins and fixed costsTrain site staff on the use of PAP (Paperless Accounts Payable)Supervision of 3 finance and administration staff

  • Accounts Assitant

    • Apr 2007 - Nov 2008

    Support the Financial Analyst with the preparation of the weekly/month end financial reporting including: revenue and cost accruals, stock journals, variance analysis and reconciliationsProvide general assistance to operations management when requiredCollect and prepare all 3rd party invoices into the required format ensuring that variances are investigated and that costs are reallocated to the appropriate client’s monthly billingManage the unresolved invoice process and ensure that all invoices are recharged to the clients and processed for payment - escalation point for clientPrepare weekly, monthly, quarterly and annual reports.Constantly look for improvements with the 3rd party invoice functionOversee the invoicing function and monthly audits