Bio
Credentials
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Chartered Accountant
Chartered Accountants Australia & New Zealand
Experience
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Bancorp Group
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Auckland, New Zealand
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Client Advisor
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May 2023 - Present
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Auckland, New Zealand
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New Zealand
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Medical Equipment Manufacturing
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700 & Above Employee
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Group Treasury Manager
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Mar 2017 - Apr 2023
• Produce Treasury reports and papers for the Board to make sound strategic business decisions and ensure Treasury Policy compliance• Formulate and execute financial derivative strategies• Manage liquidity and funding requirements in a multi-currency international environment• Manage banking relationships with Australasian and International banks• Provide support to offshore entities with banking and funding requirements
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Group Accounting Manager
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Jul 2012 - Feb 2017
Led a team responsible for the New Zealand trading entity financial reporting and providing analysis and recommendations to Group Services business units to enable informed decision making• Prepared annual budgets, business plans and monthly forecasts• Provided accounting and finance support and advice to Group Services Managers and their teams• Liaised with Fisher & Paykel Healthcare’s Mexico Plant and presenting to the Senior Executive team on the Mexico Plant’s results on a monthly basis• Conducted financial due diligence on large scale projects• Involved in the design and implementation of company wide projects• Liaised with external and internal auditors
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Global Sales Accountant
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Mar 2009 - Jun 2012
Newly created role responsible for providing accounting and finance support to the NZ and International Sales teams• Provided reporting and analysis to senior management of the NZ Sales and Rest of World Sales teams• Involved in implementing a new system structure to enable more efficient sales invoicing and receipting for an offshore subsidiary in a complex market• Created a template to assess forecast performance and warehousing space requirements for new subsidiaries
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Hospital Care Product Group Accountant
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Oct 2007 - Feb 2009
Responsible for providing reporting and analysis to Hospital Care Product Group management to enable decision making• Prepared weekly, monthly and annual reporting on Product Group, R&D, manufacturing and marketing performance• Prepared inventory and unearned margin reporting
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Ernst & Young
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New Zealand
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Assistant Manager
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Feb 2003 - Sep 2007
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New Zealand
• Prepared and reviewed Group, Company, Partnership, Trust and Individual:- Financial statements- Income tax returns- GST returns- FBT returns- PAYE returnsOn an annual, six monthly, quarterly and monthly basis as required• Experienced with Solution 6, MYOB and Navision accounting packages• Trained, delegated and reviewed work of junior staff• Selected from service line to participate in the Ernst & Young Leadership Development Programme
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Education
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2014 - 2016The University of Auckland
Master of Business Administration (M.B.A.), Post Graduate Diploma in Business Administration -
2002 - 2002University of Auckland
Graduate Diploma of Commerce, Specialisation in Accounting -
1999 - 2001University of Auckland
Bachelor of Commerce (B.Com.), Accounting and Operations Management
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