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Bio

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Credentials

  • Chartered Accountant
    Chartered Accountants Australia and New Zealand
    Nov, 2008
    - May, 2026

Experience

    • Finance Manger
      • Sep 2017 - Present

    • New Zealand
    • Software Development
    • 1 - 100 Employee
    • Financial Controller
      • Apr 2012 - Present

      • Reporting to the CFO.• Manage and mentor staff.• Responsible for Financial reporting for all overseas entities.• Incorporation of new acquisitions into Group.• Preparation of Monthly Board Reports and variance analysis.• Review balance sheet reconciliations and control accounts.• Liaise with external stakeholders.• Treasury responsibilities and cash flow management.• Prepare IFRS compliant Annual and Interim Financial Reports.• Filing documents with Companies Office and NZX.• Ensure compliance with policies and controls.• Continually evaluate and improved internal processes.• Overseeing payroll across 3 companies.

    • Financial and Management Accountant
      • Feb 2008 - Apr 2012

      • Reporting to the CFO.• Consolidated accounting for NZ, Australian and Asia companies.• Continually evaluate systems to identify improvements in reporting.• Monthly consolidated management accounts and departmental reporting.• Prepare all monthly balance sheet reconciliations.• Prepare payroll for a staff of 45-60 using Datacom system.• Prepare and file GST, FBT and other statutory returns.• Prepare IFRS compliant Annual and Half Year Financial Statements.• Liaise with external auditors and prepare a comprehensive audit file for year-end audit.• Prepare information and file income tax returns. • Liaise with external accountant with regard to preparation of information for R&D Tax Credit.

    • Accountant
      • Jan 2006 - Dec 2007
      • Australia

      • Responsible for the audit of Trust accounts, other smaller organisations and large registered clubs.• Quarterly management accounts for not-for-profit organisations. • Statutory Financial Statements and Cash Flow Statements.• Annual financial statements for various entities including, sole traders, partnerships, companies and trusts.• Prepare and file income tax returns for the above entities.• Prepare Business Activity Statements.

  • Stewart & Co Limited
    • Auckland, New Zealand
    • Accountant
      • May 2001 - Nov 2005
      • Auckland, New Zealand

      • Prepare GAAP compliant periodic and annual financial statements for various entities.• Prepare cash flow statements ensuring compliance with accounting standards.• Completion of statutory and income tax returns for all entities.• Liaise with tax advisor as required.• Prepare and monitor provisional tax estimates.• Check tax assessments and liaise with IRD.• Train and assist clients on use of computerised accounting software packages.

Education

  • 1999 - 2001
    University of South Africa/Universiteit van Suid-Afrika
    Bachelor of Technology Cost and Management Accounting, Cost and Management Accounting

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Industry Focus. “Non-profit Organizations”

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