Experience

New Zealand Flying Doctor Service

• New Zealand
• Hospitals and Health Care
• 1 - 100 Employee

• Board Trustee

  • Oct 2021 - Present



Syft Technologies

• New Zealand
• Industrial Machinery Manufacturing
• 100 - 200 Employee

• CFO

  • Nov 2017 - Present



Barclays

• United Kingdom
• Financial Services
• 700 & Above Employee

• Private Client Services - Wealth UK, Business Partner

  • Feb 2017 - Jun 2017

  •Decision support and financial analysis on all business cases for example; the financial impact of discontinuing specific products and services •Finance business sponsor on legal and remediation committees •Detailed analysis and financial modelling over balance sheet and P&L for example business returns over a 5year period in unfavourable economic conditions •Provide insight on business operations to both the head of FP&A and the divisional Executive Director •Set up the month end, forecast and budget process for a new division of the bank with total assets of £28 billion Show less



State Street

• United States
• Financial Services
• 700 & Above Employee

• Finance Business Partner - Consolidated Reporting

  • Oct 2016 - Feb 2017

  •Review and consolidate all month end and financial reporting across seven regions throughout EMEA and the UK •Present the monthly consolidated balance sheet and P&L directly to the EMEA CFO and Head of FP&A and manage the monthly process across the seven different locations •Provide commercial support on investment proposals for example the off shoring of some back office functions •Lead the forecast and budgeting process for the EMEA business which generated USD$30 million in revenue Show less



Future Williams & Glyn Team - RBS

• Banking
• 1 - 100 Employee

• Manager - Divestment

  • Feb 2016 - Oct 2016

  Williams & Glyn (W&G) was the division of RBS that they were required to divest by the European Union after the government bailout in 2008. •Project manage the tender process for £2 million of treasury funding •Produce business cases and papers for Executive Committee approval for example outlining the geographical locations and products that will provide market growth •Manage the divestment and bidding process through an external data room for two potential buyers •Review and approve the release of financial and management information to external bidders •Provide and present detailed reports on the sale process to Williams & Glyn Executive members, RBS divestment team and external consultants •Drove the process to update the Commercial strategy business model Show less



Northern Trust

• United States
• Financial Services
• 700 & Above Employee

• Senior Management Accountant

  • Sep 2015 - Feb 2016

  •Interpret and present monthly results to the head of the UK operations •Prepare the annual revenue and expense plan, including financial reporting and stakeholder management of the process •Complete a detailed financial model on complex pricing structure and scenario analysis to support the acquisition and pricing on USD$10 million of new business •Drove the process to clean up the General Ledger and correctly align cost centres •Interpret and present monthly results to the head of the UK operations •Prepare the annual revenue and expense plan, including financial reporting and stakeholder management of the process •Complete a detailed financial model on complex pricing structure and scenario analysis to support the acquisition and pricing on USD$10 million of new business •Drove the process to clean up the General Ledger and correctly align cost centres



Westpac New Zealand

• New Zealand
• Banking
• 700 & Above Employee

• • Feb 2014 - May 2015

  •Perform in depth product analysis across $24 billion of business lending products to understand margin performance, client’s balance movements and potential area’s for revenue growth•Monitor and improve the functionality of pricing techniques and tools such as the Fixed Rate Repricing model•Provide decision support to Executive team members, head of departments and front line staff members for example develop manuals and provide training to bankers on changes to the product suite•Drove the project to change customer base rates which involved managing legal, marketing, digital and distribution teams Show less

• • Dec 2013 - Feb 2014

  •Provide financial information and support for the restructure of Corporate and Business Banking total assets valued at $40 million which included the realignment of the General Ledger•Work alongside the General Manager and the Business Bank leadership team to develop a new monthly reporting suite •Complete monthly reporting, forecast and KPI’s for the business•Support the General Managers of business banking on adhoc queries and project work for example developing revenue plans to monitor individual members performance Show less

• • Jan 2013 - Dec 2013

  •Perform monthly financial reporting for the Business Bank business unit•Provide finance support to the Business Bank leadership team for example producing revenue margins across different geographical locations, individual bankers and products•Prepare the monthly revenue targets and cost models for the business•Drove the process to reinstate financial comparatives for the change in Funds Transfer Pricing (FTP)



PwC

• Professional Services
• 700 & Above Employee

• Associate in Assurance

  • Jul 2010 - Dec 2012

  •Conduct statutory audits and reviews, risk assessments and internal control testing for large corporate organisation’s such as ASB Bank and Tower Insurance •Complete a wide range of project management tasks including budgeting, coaching and leading teams on client engagements •Ensure client’s corporate financial statements are in compliance with international accounting and auditing standards •Drove the review process for Loan Loss Provisioning for a large institutional bank •Conduct statutory audits and reviews, risk assessments and internal control testing for large corporate organisation’s such as ASB Bank and Tower Insurance •Complete a wide range of project management tasks including budgeting, coaching and leading teams on client engagements •Ensure client’s corporate financial statements are in compliance with international accounting and auditing standards •Drove the review process for Loan Loss Provisioning for a large institutional bank