Bio
Credentials
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Chartered Accountant
New Zealand Institute of Chartered AccountantsJun, 2009- May, 2026
Experience
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Germany
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Transportation, Logistics, Supply Chain and Storage
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700 & Above Employee
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Chief Financial Officer
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Aug 2019 - Present
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Accounting Manager
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Sep 2016 - Aug 2019
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Auckland University of Technology
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Auckland, New Zealand
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Project Accountant
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Mar 2016 - Sep 2016
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Auckland, New Zealand
Contract role to review and correct the accounting treatment of the University’s internally and externally funded research projects following a system migration.
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Lloyds Banking Group
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London, United Kingdom
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Assistant Tax Manager
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Nov 2014 - Dec 2015
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London, United Kingdom
Key Responsibilities:Management of Changes, Projects and Risks• Provide tax advice to Projects and address tax impacts and risks to relevant business areas. Independently implement the project to the business and ensure the business impacts are addressed and minimised. • Liaise with teams across the Group and external parties and advisors to support practical implementation of tax technical change and provide suggestions and assist in the implementation of improvements to operational and control procedures.Compliance Oversight • Oversight, analysis and review of complex data received from third party administrators to ensure completeness and accuracy of figures and quality of delivery, including stats and reporting obligations. • Dealing with legislative requirements and liaising with external parties to seek tax refunds from overseas tax authorities. Review and research any Tax Treaty/Regulatory market changes across global markets, analysing and reporting the impacts on the business. Ensure the funds comply with all regulatory requirements and obtain optimal tax rates on overseas investments.
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BlackRock Investment Management (UK) Limited
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London, United Kingdom
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Financial Reporting Accountant
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Aug 2011 - Oct 2014
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London, United Kingdom
Key Responsibilities:• Contribute to the monitoring of changes in accounting standards (IFRS, Lux / UK / US GAAP and the UK SORP for unit trusts) • Carry out technical reviews of low-to-high complexity financial statements prepared by fund administrators (analytical, quantitative and qualitative reviews)• Liaise with multiple parties including other team members, Boards, fund administrators, auditors and various internal departments to ensure that financial statements and audits are completed on time and to a high standard and that all regulatory requirements are met.• Brief the Audit Committee and the Board of Directors on relevant fund-specific audit matters and their resolution and present the financial statements and related reports, and attend meetings to answer related questions as required.• Provide input into service feedback with the Financial Reporting teams at multiple fund administrators and contribute to the continual development of the financial statements production and control processes to optimize efficiency, mitigate risk and incorporate business and product changes, ensuring that the procedures are maintained in line with all current practices.
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BDO Auckland
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New Zealand
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Assistant Audit Manager
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Jan 2006 - Jul 2011
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New Zealand
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Education
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2022 - 2022Institute of Directors in New Zealand
Company Directors Course, Governance -
2005 - 2005University of Auckland
Graduate Diploma in Commerce, Management and Employment Relations -
2002 - 2004University of Auckland
Bachelor of Commerce (B.Com.), Accounting and Taxation -
Kelston Boys High School
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Industry Focus. “Transportation, Logistics, Supply Chain and Storage”
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