Experience

• 

  Good Shepherd New Zealand

  • Auckland, New Zealand

  • Good Loans Coach

    • Feb 2023 - Present
    • Auckland, New Zealand

• 

  Marina Consultants Limited

  • Auckland, New Zealand

  • Group Financial Accountant

    • Nov 2020 - Present
    • Auckland, New Zealand

• 

  The Holistic Budget

  • Auckland, New Zealand

  • Coach

    • 2021 - May 2024
    • Auckland, New Zealand

    Providing budgeting services that help bring transformation to every aspect of life. Helping partners shift from debt to abundance; from uncertainty to awareness.

• 

  Quadrent

  • Auckland, New Zealand

  • Management Accountant

    • Jul 2018 - Nov 2020
    • Auckland, New Zealand

• 

  Liberty Financial Pty Ltd

  • Auckland

  • Operations Analyst

    • Jan 2015 - Jul 2018
    • Auckland

    - Training, coaching and daily supervision of team members- Pioneered a weekly sales dashboard including commentary, trends and insights- Fully re-engineered the commission payment processes utliising significant automation- Successful bonus structure business case including commentary and dynamic financial modelling- Numerous process improvements including substantial time savings- Overhaul of on-boarding process for new advisors ensuring visibility and best practice across sales, operations, technology, and marketing departments

• 

  Various Temporary Assignments

  • Auckland, Brisbane, Melbourne, London

  • Assistant Accountant

    • Sep 2011 - Nov 2014
    • Auckland, Brisbane, Melbourne, London

    Temporary assignments while travelling. Assistant accountant, full function accounts payable, administration, bank and balance sheet reconciliations. Companies include: BioSolar, Deloitte, The Travel Corporation, Christie's, Ignite Group.Major achievement (Christie's): - Integrity testing and support through migration from (ERP) JD Ewards 8.12 to 9.1 - Cleansing of major complex balance sheet reconciliation

• 

  Deloitte New Zealand

  • Senior Corporate Responsibility Analyst

    • Sep 2010 - Aug 2011

    An internal function focussed on community involvement and environmental sustainability: - Carbon emissions reporting - Project management, research and implementation of environmentally friendly practices- Event coordination of fund-raising projects

  • Senior Financial Assistant Accountant

    • Mar 2007 - Aug 2010

    Internal function responsible for: - Supervision and training of AP staff- Daily and weekly cashflow reporting - Balance sheet recs and review of workfile - Partner payments incl. retirement funds - National firm's insurances - Fixed asset register - Major interfirm settlements - Bank reconciliations - Financial compliance including GST, FBT, RWT etc.

  • Financial Accounts Assistant

    • Mar 2005 - Feb 2007

    Full function national accounts payable