Experience

• 

  Te Whatu Ora Counties Manukau

  • Acting Group Finance Manager

    • Oct 2022 - Present

    •2IC to the Interim District Finance Lead, overseeing financial functions across multiple business units.•Manage monthly accounting and variance analysis/commentary for the group.•Prepare year-end financials for the district, including P&L, Balance Sheet, Cashflow, and Disclosures.•Manage annual budgeting and monthly forecasting process.•Manage and support a team of finance professionals, and provide guidance and training. •Conduct in-depth financial analysis and provide actionable insights/recommendations to senior management.•Implement controls and procedures to ensure compliance with regulatory requirements and mitigate risks.•Subject matter expertise in FPIM, Qlik, technical accounting, corporate policies and institutional knowledge.•Drive process improvement initiatives to streamline financial processes and enhance productivity.

  • Management Accountant

    • Aug 2019 - Oct 2022

    • Prepare monthly management accounts and reporting packages for the division with commentary.• Assist divisional managers to establish monthly forecasts and annual budgets.• Support the preparation of monthly financials for DHB, including P&L, Balance Sheet, and Cashflow.• Support the preparation of the annual report and annual financial statements for DHB, including the CFIS report.• Support interim and final external audit, answer queries, and prepare supporting documents for Audit NZ.• Assist in response to various OIA requests, including Health Select Committee.• Prepare reports and analyses as requested by CFO, Deputy CFO, finance managers, and divisional managers.• Manage queries and investigate issues on GL, FAR, projects, requisitions, POs, payables, and receivables.• Develop and provide appropriate financial training, support, and advice to junior / non-finance staff.• Assist divisional managers with business cases, board papers, and capital expenditure requests.• Assist in financial system review and ongoing process improvement.• Monitor Covid funding and costs, prepare weekly Covid reports, liaise with DHBs / Ministry finance leads.Achievements:• Key member of the finance team, design, build and maintain multiple financial models for capital investment planning, five-year forecast, and regional Covid reporting.• Subject Matter Expert on assets and capital projects, financial systems, and technical accounting.

• 

  Omnicom Media Group

  • Auckland, New Zealand

  • Management Accountant

    • Mar 2018 - Aug 2019
    • Auckland, New Zealand

    • Prepare monthly management reporting pack including the flash report, dashboard report and any other analytical board reports with commentary for all entities within the group for senior management.• Liaise with non-finance business directors to analysis variance, support monthly forecast, and annual budget.• Manage month end closure, prepare journal entries for payroll, accruals, prepayments, depreciation, tax, etc.• Review general ledger reconciliations, bank reconciliations, cash flow forecast, work-related expense claims.• Maintain an updated fixed asset register, manage the asset registration, disposal, sell and leaseback process.• Preparation of annual statutory accounts; supporting audit committee testing internal control.• Liaise with external auditors, prepare audit documents / working papers for the annual audit.• Manage media inventory, liaise with vendors, customers, and senior management, support decision making.• Oversee tax compliance include Income tax, PAYE, WHT, GST & FBT.• Guide, mentor and develop assistant accountants, accounts receivable and accounts payable staffs.• Supervise invoice approval, client and creditor setup, intercompany billings / cross-charges.• Primary contact / problem solver supporting internal and external stakeholders regarding all financial matters.• Further developing company’s financial information systems, seek process enhancement opportunities.Achievements:• A key member of the finance team, business partnering with senior management guide/support decision making, liaise with tax consultants, internal and external auditors to ensure the compliance of financial information, systems, and processes. • Lead the setup process of the financial system for newly established and acquired subsidiaries. • Drive/support the development and implementation of cloud base media inventory management system, streamline the reconciliation process, enable system integration for easier reporting and forecasting.

• 

  Auckland DHB

  • Assistant Management Accountant

    • Jan 2015 - Mar 2018

    • Prepare annual budget and capital investment plan.• Prepare monthly, quarterly, and three-year forecast.• Prepare monthly management reporting pack and dashboard.• Prepare six monthly and annual financial reports.• Business partnering, review performance, analyze variances and discrepancies, support decision making.• Prepare ad-hoc reports, identify and evaluate risks and process enhancement opportunities. • Manage month end closure, prepare journals entries, and reconcile balance sheet and general ledger.• Maintenance of fixed asset register, IT equipment, and fleet vehicles management.• Manage accounts payable, receivable and purchasing, reconcile vendor statement, review age trial balance. • Project accounting, cost and benefit analysis, cash flow forecasting and monitoring project implementation.• Oversee implementation of new accounting policy and processes.• Liaise with internal and external auditors to ensure ongoing compliance.• Prepare FBT return, petty cash audit, work-related expense claims.• Support and train new staffs on systems and policies, process mapping and documentation.Achievements:• A key member of the finance team, cover for business and finance manager, lead budget and year-end process.• Develop and implement excel financial modeling for annual budget and monthly forecast. • Develop and implement excel dashboard reporting template for monthly reporting process.

  • Payroll Officer

    • May 2014 - Jan 2015

    • Process high volume end to end payroll for permanent, contract and casual staff for the entire organization.• Calculate ordinary pay, overtime, allowances, leaves, payroll tax, student loan, child support, superannuation.• Support payroll controller to analyze and evaluate the cause of system error, identify enhancement opportunities.• Assist internal auditor to ensure ongoing compliance.• Acting as the point of contact for all payroll queries across wider organisation.

  • Project Auditor

    • Dec 2013 - May 2014

    • Obtain audit evidence, tracing and vouching for correctness and existence.• Review staff working pattern, calculate relevant daily pay for statutory time in lieu day.• Liaise with internal and external stakeholders regarding audit outcome, negotiate solutions.• Identify payroll system risks and enhancement opportunities.

• 

  Scootling – Motor scooter dealer

  • Auckland, New Zealand

  • Assistant Accountant

    • Sep 2012 - Jan 2013
    • Auckland, New Zealand

    • Cash handling, banking, bank reconciliation, and accounts payable, receivable.• Record transactions, prepare journal entries.• Assist preparation of financial statements, PAYE, GST and income tax return.• Serving customers, filing, binding, answering phone calls, etc.