Experience

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  Star Insurance Specialists

  • Financial Controller

    • Oct 2023 - Present

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  Care Group Limited

  • Auckland, New Zealand

  • Group Finance Manager

    • May 2022 - Oct 2023
    • Auckland, New Zealand

    COMPANY INFORMATION:Care Group is a privately owned provider and integrator of health services in South and East Auckland. The group consists of an Urgent Care clinic and specialist centre, combined with General Practices and property ownership companies. The ownership of Care group is circa 50 share parcels. Care group consists of approximately 160 direct staff, with a turnover of $17m per year (excluding JVs).Responsibilities• Finance leader in the group, reporting directly to the CEO.• Direct manager of 5 staff across the clinics.• Preparation of Annual Consolidated Financial statements, and liaison with auditors and tax agent.• Preparation of monthly financial board reports and attendance at monthly Board meetings.• Preparation of papers for, and attendance at Audit and Finance Committee, and Property and Development Committee meetings.• Preparation of annual and bi-annual budgets and forecasts throughout the year.• Responsibility for documents required for Annual General Meeting and Share Valuation report.• Management of the sale, transfer and payment of shares, along with shareholder communications.• Responsibility for administrative and operational accounting services such as treasury management, payment processing, payroll, accounts payable, and purchasing• Responsibility for cash management and cashflow forecasting.

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  McKenzie & Parma

  • Auckland, New Zealand

  • Finance Manager

    • Jul 2018 - Mar 2022
    • Auckland, New Zealand

    Company InformationMcKenzie and Parma (M&P) is a mid-tier Civil construction company providing services in and around the Auckland region. M&P employees approx. 90 staff, with a turnover of $30m per year.Responsibilities• Key member of Senior Management team.• Preparation of monthly Financial Board reports.• Preparation of Annual Budget and monthly forecasts.• Capital expenditure reporting and forecasting.• Responsibility for company payroll and human resource functions.• Direct Manager of Accounts Administrator.• Full responsibility for Cash Management• Full responsibility for all IRD and tax obligations• Responsibility for insurance claims and annual insurance review• Liaison with external accountants for preparation of 2 sets of financial statements.• Full accounting responsibility for Dominion Road Properties Limited (common shareholders with M&P)

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  Ormiston Hospital

  • Auckland, New Zealand

  • Business Analyst

    • Jan 2014 - Dec 2014
    • Auckland, New Zealand

    Company InformationOrmiston Hospital is the a private hospital based in South East Auckland. It offers state of the art technology and quality healthcare to rigorous European Standards.The hospital offers a range of surgical specialties, with approximately 45% of the patients being Endoscopy Patients. Funding for the company comes from private patients, DHBs, ACC and contracts with health insurance companies. Responsibilities • Led the preparation of the annual budget• Analysed and interpreted the monthly accounts prepared by offsite accounts department and investigated variances to provide commentary to CEO.• Preparation of finance report and narration for monthly Board meetings• Analysed costs per procedure and, therefore, the profitability of procedures undertaken • Worked closely with the Senior Contracts Administrator to ensure Funder Contract proposals were appropriately priced.• Led the annual capital expenditure process • Provided advice and guidance on asset management and replacement plans.• Assisted with management of the Admin team (8 staff)• Provided ad hoc accounting and analytical support and training to staff as and when required.• Assisted with analysis in relation to the new Ormiston Specialist Centre set up costs and projecting earnings in first 5 years• Assisted with Shareholding related actions• Preparation of Annual report, year end timetable, and other documents relating to the AGM.

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  SKYCITY Entertainment Group Limited

  • New Zealand
  • Hospitality
  • 700 & Above Employee

  • Group Accountant

    • Sep 2009 - Sep 2011

    Company Information SKYCITY Entertainment Group Limited is a leading entertainment and gaming business with a great brand and an iconic status as a New Zealand and Australian listed company. SKYCITY operates monopoly casinos in New Zealand (Auckland, Hamilton and Queenstown) and Australia (Adelaide and Darwin), alongside a variety of industry-leading restaurants and bars, luxury hotels and convention centres. Also included in the SKYCITY Group are smaller finance companies set up to manage the hedging of overseas loans and funding. Responsibilities Consolidation of monthly financial statements for the Group and preparation and review of monthly financial analysis for the board Preparation of monthly group results pack for submission to the boardAssisting with planning and compiling external reports including statutory accounts, NZX information, ASX reporting, published reports and annual reports.Planning and compiling annual and interim financial statements and operating analyses, including consolidating information from all operating areas of the Group.Review of Balance Sheet and Profit and loss reconciliations for SKYCITY Cinemas. Preparation of budgets for SKYCITY Cinemas.Preparation of Annual financial statements for SKYCITY Cinemas, Toptown Shopping Centre (based in New Plymouth) and other smaller finance companies within the SKYCITY group.Supervision and review of 3 indirect staff within SKYCITY Cinemas.Ad hoc reports and analysis in relation to the sale of SKYCITY Cinemas to Amalgamated Holdings Limited (Event Cinemas).Tracking of rental income and operation expenses related to Top Town shopping centre in New Plymouth.

  • Group Accountant

    • 2009 - 2011

  • Operations Accountant

    • Feb 2009 - Sep 2009

    Responsibilities Maintenance of Balance Sheet and Profit and Loss reconciliationsPreparation of Monthly Management accounts Preparation of Annual Budgets and Forecasts (reviewed monthly).Review of Balance Sheet and Profit and loss reconciliations for SKYCITY Cinemas. Preparation of budgets for SKYCITY Cinemas.Preparation of Annual financial statements for Queenstown Casino, SKYCITY Cinemas, Toptown Shopping Centre (based in New Plymouth) and other smaller finance companies within the SKYCITY group.Supervision and review of 3 indirect staff within SKYCITY Cinemas.Tracking of rental income and operation expenses related to Top Town shopping centre in New Plymouth.

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  PIAS UK LIMITED

  • Senior Accountant

    • Apr 2008 - Nov 2008

    Company Information [PIAS] UK Limited based in London is mainly engaged in the sales, marketing and distribution of music and audio-visual content on behalf of independent labels and repertoire owners. Within [PIAS] UK Limited, “Integral” is a team of music experts who market exceptional artists on the labels behalf for an additional fee. Responsibilities Senior staff member in finance team of 9 staffMaintenance of reports and reconciliations for the Digital Sales Income stream. Design and implementation of standard report templates and processes to support the accounting function of Integral team. Preparation of reconciliations of each Integral Act, to track profitability based on Physical and Digital sales vs. approved purchase orders. Review of label recharges.Review of Bank reconciliations prepared.Preparation of weekly Digital and Physical Sales reports.Reconciliation of all Balance sheet accounts for the purposes of statutory account preparation.Reconciliation of Intercompany accounts.Liaison with labels in regard to royalty reports and recharges. Interviewing candidates for the positions of Financial and Management accountant.Ad hoc projects for the directors on request.

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  COLUMBIA PICTURES CORPORATION

  • Senior Accountant / Project Accountant

    • Jul 2006 - Mar 2008

    Subsidiary of Sony Corporation, CPC is the UK arm of the Sony Pictures business involved in production and distribution of films. Responsibilities Reconciliation of all intercompany balances for the purposes of statutory account preparation. Including investigation of discrepancies created by inconsistent conversion from JD Edwards to SAP. Development and maintenance of the “Journal tracker” spreadsheet used for this purpose. Provided intercompany SAP support on an ad hoc basis.Preparation of 2006 and 2007 Statutory accounts for CPC, Sony Pictures Home Entertainment and several other entities within the CPC group.Liaising with the LA office to prepare and maintain the SAP and Statutory accounts for the UK based Production companiesReconciliation and preparation of the Sony Music Entertainment (UK) Limited 2006 and 2007 statutory accounts.Management and maintenance of all reports, journals and reconciliations for SPE Finance Enterprises, the Sony Pictures Euro-pooling scheme. Development of improvements to this process, including updating existing spreadsheets and macros used. Reconciliation of payroll based accounts in all entities, and review of payroll process. Development of monthly reconciliation reports, and required monthly journals. SAP support provided to payroll manager on an ad hoc basis.Preparation of US Tax packs for the New York Sony Pictures corporate officeAd hoc projects within the corporate team

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  UKTV Ltd

  • Finance and Planning Manager

    • Mar 2006 - Jul 2006

    (for 5 channels - UKTV Drama, UKTV Documentary, UKTV People, UKTV Style, UKTV Style Gardens) Company Information UK’s second largest multi-channel broadcaster, Joint Venture between Telewest & BBC Worldwide. Responsibilities Programming ResponsibilityManage and report on programming amortisation, stock levels, purchases and cash flow.Involving detailed liaison with the Commissioning and Acquisitions teams in addition to the Channel HeadsTo monitor and report on programme cash paymentsPrepare and provide monthly cost reports with variance analysis, quarterly forecasts and annual budgetsMonthly Management AccountsResponsible for managing the monthly accounts processResponsible for detailed, on-going review of management accounts and related processes Responsible for preparing the monthly commentary for inclusion in the pack for Senior ManagementFinancial AccountingResponsible for annual Statutory accounting and reportingResponsible for managing interim and year end audit process for the relevant channels. Cash managementReviewing monthly VAT returnsBudgeting and Quarterly ForecastingResponsible for ensuring that all relevant information is gathered, processed and reviewed in detail to a high standard.HRManagement of 2 direct reports – Programming Accountant and Management Accountant.

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  BBC

  • United Kingdom
  • Broadcast Media Production and Distribution
  • 700 & Above Employee

  • Group Ledger Management Accountant

    • Jul 2005 - Mar 2006

    Company Information British Broadcasting Corporation – Publicly funded organisation, providing a wide range of programmes and services, free from commercial interests and political bias. Responsibilities Monthly analysis and review of accounts for Group Ledger division including commentary on actuals/forecast/budget and cash flow.Preparation of the Group Ledger budget.Monthly preparation of Balance Sheet Control Pack for Group Ledger and Company Code balances.Monthly preparation of BBC Group Capital expenditure monthly Board Report page.Management and supervision of Assistant Management Accountant.Review and development of processes and controls in regard to authorisation and payment of redundancy cases for the whole of the BBC.Bi-monthly review of VAT reconciliation.Preparation of Free to View Ltd and Grace Wyndham Goldie Trust statutory accounts.Participation in ad-hoc projects within and outside Group Finance.

  • Project Accountant

    • Feb 2005 - Jul 2005

    Digital Curriculum Project (Part of Factual and Learning; Project aimed at developing a website for children aged 5 to16 years, which transfers the school curriculum for various subjects to website form via the means of text, games and on-line activities Responsibilities Responsibility for Overview Model (in excel), incorporating budgets and forecasting.Preparation of Management Accounts for the Digital Curriculum (DC).Preparation of SAP journals relating to month end.Responsibility for purchase order preparation and liasing with Purchasing unit in regard to processing of invoice payments.Responsibility for Project Finance Committee (PFC) paper work required all spend approval for the DC.Ad hoc project work, including re-design of monthly reports used by management

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  PERFORMANCE SPEEDSUITS LIMITED

  • Financial Accountant

    • Jun 2004 - Jan 2005

    New Zealand owned Sports apparel company specialising in Triathlon apparel. Responsibilities Company Financial Accountant for 5 companies – Performance Speedsuits Ltd, Acro Distribution Ltd, Orca Retail Ltd, Visual Holdings Ltd, and Performance Speedsuits (UK) Ltd. Preparation of monthly management accountsManagement of Accounts Receivable, Accounts Payable and Daily Cashflow.Preparation of Year End Accounts.Ad hoc project work.

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  STAPLES RODWAY LIMITED

  • Senior Accountant

    • Sep 2001 - Jun 2004

    Company Information New Zealand Mid-Sized Chartered Accountancy Firm, services offered included Audit, Tax Returns, Human resources services, Consultancy and Liquidations. Responsibilities Preparation of Financial Statements, Income Tax Returns and consultancy work for small to medium sized clients.Allocation, management and review of compliance work for Staples Rodway (SR) client base.Preparation of consolidated financial statements.Review client provisional tax requirements and other tax related issues.

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  SMITH NIXON AND CO LTD

  • Senior Accountant

    • Jan 2004 - Apr 2004

    Company Information Chartered Accountancy Firm in Central Toronto. Number of Partners approx 15. Services included Audit, Review, Compilation and Tax returns. Responsibilities As per responsibilities at Staples Rodway Ltd along with :Senior member in audit team for clients such as large private investment company, construction clients.Working as sole auditor of smaller privately owned companies.

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  Andersen Corporation

  • Experienced Staff Accountant

    • Jan 2000 - Sep 2001

    Responsibilities Working as intermediate team member in audits of NZ owned companies and NZ branches of larger international organizations.Clients included Adecco, Levis Jeans, DDB Advertising and Carter Holt Harvey (largest NZ owned company).