Experience

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  Heartland Bank LTD

  • Auckland, New Zealand

  • Finance Manager - Treasury

    • Jan 2011 - Oct 2017
    • Auckland, New Zealand

    • Supported the treasury function to establish efficient processes to best support growth and profitability. • Developed skills as a finance SME on various system implementations and process improvements.• Developed models and data analytic tools to maximise liquidity and minimise funding costs.• Managed securitisation vehicle, including hedging requirements, liaison with banks and trustee and credit rating agencies on covenant reporting.• Encouraged staff to engage with business to develop ‘value add’ reports and investigated opportunities to streamline operational processes and improve data quality.

• 

  Southern Cross Building Society

  • Auckland, New Zealand

  • Finance Controller / Secretary

    • Oct 2002 - Dec 2010
    • Auckland, New Zealand

    • Managed finance department with responsibility for all financial reporting, ICT function and finance operations (accounts receivable, accounts payable, payroll).• Reviewed preparation of management accounts, statutory financial statements, annual report and all tax compliance – liaised with external audit and tax advisors.• Managed annual financial budget and periodic forecast process, including ownership and development of budget model.• Developed analysis and commentary on budget variances, including proposed remedial actions via ongoing review of business drivers and operational structure.• Managed treasury function, including development of treasury policy and models to monitor maturity and interest risk exposure.• Project team member, preparing financial forecasts and performance analysis/trends during period of merger-related activity.• Managed registration of prospectus for retail deposits and associated due diligence process – liaised with audit, legal and external compliance.

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  Deutsche Bank

  • London, United Kingdom

  • Projects – Financial Control Equity Finance & Equity Derivatives

    • May 1999 - Jun 2002
    • London, United Kingdom

    Member of Balance Sheet Substantiation Taskforce including design and implementation of “exception based” reconciliations and efficient Balance Sheet substantiation process;Development of system that standardised market risk monitoring processes and training of department members in the new systems and processes;

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  UBS

  • London, United Kingdom

  • Manager - Product Control Equity Derivatives

    • Sep 1995 - Apr 1999
    • London, United Kingdom

    Senior department member during transformation from an Operational Accounting function to a risk based Product Control function including implementation of in-house developed reporting system providing risked based P&L reporting and functionality to reconcile to accounting based P&L.

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  ING Barings

  • London, United Kingdom

  • Revenue Accountant

    • Aug 1991 - Aug 1995
    • London, United Kingdom

    Production of daily P&L reports for Equity Derivative business and reconciliation to monthly management reports.

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  Hayes Knight New Zealand

  • Auckland, New Zealand

  • Audit and Business Services Senior

    • Jan 1987 - Mar 1991
    • Auckland, New Zealand

    Conducted audits for a varied client base consisting of service and manufacturing companiesAccounting services including the preparation of financial statements and tax compliance for small and medium sized clients.