Bio
Credentials
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Passed CFA Level 1 Exam
CFA InstituteDec, 2014- May, 2026 -
Ernst & Young Depolmacy in Tax
EYOct, 2012- May, 2026
Experience
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Countdown Supermarkets
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Auckland, New Zealand
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Finance Manger Digital
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Mar 2022 - Present
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Auckland, New Zealand
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Foodstuffs New Zealand
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Auckland, New Zealand
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Commercial Manager
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Mar 2019 - Mar 2022
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Auckland, New Zealand
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MPC
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London, United Kingdom
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Global Finance Manager
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May 2017 - Oct 2018
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London, United Kingdom
Progression: Contract Commercial Finance Manager (2017), Perm-Sponsored Global Finance Manager (2018)Responsibilities: • Managed Global Finance Team (2 direct reports) • Directly reported to Global FD• Consolidated & analysed financial performance • Business Partnered CEO, COO, MD’s and FSSC.• Steered multiple improvement projects• Managed budgeting and forecasting processes• Improved R&O and KPI reporting and analysis• Supported in cost reduction activities• Monthly, quarterly & ad hoc reportingAchievements: Built and standardised management account reporting and rolled it out globally. Lead large costings project to automate and improve accuracy of project P&L’s. Successfully implemented cost saving initiatives. Helped transition finance department from being seen as a “back-office function” to having a seat at the decision making table.
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Diageo
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London, United Kingdom
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Productivity Finance Analyst (4-month Contract)
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Sep 2016 - Dec 2016
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London, United Kingdom
Role: Productivity Finance Analyst (4 month contract)Responsibilities: • Develop and maintain project budget• Analyse project benefits • Develop project cost reporting • Govern project cost financials• Facilitate monthly BPM meetings• Manage project P&L and cost centres• Support Project Manager• Business partner project work streamsAchievements: Successfully developed and finalised phased FY17 project budgets. Built the 3 year project forecasts. Developed a semi-autonomous monthly reporting process by building an excel-based tool which tracked actual YTD costs verse outlook and AOP. Created Risk & Ops and outlook reporting.
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Jose Cuervo
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London, United Kingdom
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Senior Commercial Analyst (8-month contract)
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Feb 2016 - Aug 2016
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London, United Kingdom
6 month contract + 2 month extension until the closure of the London Office.Jose Cuervo is a privately owned global food and beverage company that is valued at over 3 billion dollars. The company specialises alcoholic beverages with the Jose Cuervo brand being the bestselling tequila in the world.Progression: Senior Commercial Analyst, Commercial Finance ManagerResponsibilities: • Month-end accounting• Monthly & ad hoc reporting• Budget preparation• Product price & value chain analysis• Facilitated distributor contract renewal• Global & Senior executive business partnering• Project management• SAP journaling and reporting Achievements: Successfully developed a process to analyse the pricing structures in over 60 global markets which allowed us to negotiate more profitable contracts adding £ millions to the bottom line. Managed the London office closure and successfully transferred commercial responsibilities to the Ireland office. Completed company budgets and 3, 5 & 10 year plans. Streamlined monthly reporting and results communication to the executive team.
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Australia
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Food and Beverage Services
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700 & Above Employee
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Commercial Analyst
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Oct 2014 - Jul 2015
Responsibilities: Aged stock & root-cause reporting, portfolio performance analysis, commercially support supply-chain functions, balance sheet account management & reconciliations, journal entry, identify excess stock risk & prepare clearance deals, product deletion management, process improvement.Achievements: Streamlined reporting processes, reduced aged-stock write-off, developed monthly portfolio performance review process, cleaned-up balance-sheet accounts & reconciliations, created product deletion process (Run-out tool & deletion identifier), established & lead project teams.
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Pricing Activation Executive
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Jun 2013 - Sep 2014
Responsibilities: Price gatekeeper, develop and improve pricing systems and processes, activate pricing, accrual changes, implement price rise, champion the pricing database, produce and update price guidelines and price lists, represent pricing on project work, decide products for JPP pricing, lead and assist business partners, identify and resolve pricing issues and queries, risk management and participation in strategic price planning. Achievements: Formalised the pricing exception process by creating the application form and tracker, worked extensively on project Harmony (prepared & implemented LSUOM pricing changes/attribute cleanup/UAT testing), streamlined the monthly special process (improved the output & load tools, built the exceptions tracker and output checker for National Account Managers), worked with a database specialist to improve the Planning Tool via rewriting database source code, was the pricing lead on project work (Free Trade TOT & Christmas pricing program), worked with finance to clean up rebate accruals, created macro-based trade tools (e.g. Beer Gear/WOM/NPD loader) and developed the Pricing Capabilities process.
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Consultant
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Feb 2012 - Jul 2013
Progression: Graduate (2012), Transfer Pricing Consultant Level 2 (2013)Responsibilities: Manage a client portfolio, prepare official report documentation, perform benchmarking searches, undertake financial report analysis & PLI calculations, preparing proposals/budgets/bills and participate in client meetings.Achievements: Successfully identified new clients, participated in winning new work, became New Zealand royalty database champion, managed and updated the Australasian benchmarking database, coached new employees, developed a standard New Zealand transfer pricing documentation template, organised social events and betting syndicate and prepared a published growth market report providing insight into New Zealand’s five largest growth companies during 2011 4th quarter.Qualifications: Completed Ernst and Young Diplomacy in Tax (EYDT). EYDT is a one-year Tax course requiring 350 hours study.
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Intership
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Nov 2012 - Jan 2013
Responsibilities: Complete Tax returns, perform legal due-diligence, assist with ad-hoc tasks, prepare proposals & bills, organise team events.Achievements: Performed research, analysis and a report to identify top 10 New Zealand growth companies. The report was published as a document for external use.
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Bauer Media
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100 Beaumont st, Westhaven, Auckland
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Sales Analyst
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Nov 2010 - Oct 2011
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100 Beaumont st, Westhaven, Auckland
Progression: Finance Intern (2010), Sales and Marketing Business Analyst, Netlink (2011)Responsibilities: Performed an NPV analysis of 12 potential relocation office sites for the company which was presented to the ACP Australian Board, arranged legal files for property issues, updated TM1 database rolling audit and forecast figures, direct liaison with customers to check customer requirements and performing customer research.Achievements: The Australian board accepted my NPV analysis and allowed ACP Media to go ahead with site relocation scheme. Increased hotel magazine subscriptions by over 8,000 magazinesProgression: Finance Intern (2010), Sales and Marketing Business Analyst, Netlink (2011)
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Education
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2008 - 2011University of Otago
Bachelor of Commerce (B.Com.), Finance and Marketing -
2003 - 2007Auckland Grammar School
NCEA, Calculus, Statistics, English, Art & Geography
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