Experience

• 

  PartsTrader Markets Limited

  • Wellington, Wellington Region, New Zealand

  • Financial Controller

    • Jan 2024 - Present
    • Wellington, Wellington Region, New Zealand

• 

  FNZ

  • Wellington

  • Chief Financial Officer (APAC)

    • Jan 2014 - Nov 2023
    • Wellington

    FNZ is a global investment platform technology provider to the financial services sector, partnering with over 800 financial institutions to provide technology, infrastructure, investment operations and custodian services, administering £1 trillion in assets globally. Remit is for the Asia Pacific region comprising a group of companies in New Zealand, Australia, Singapore, China, Hong Kong, Japan, Thailand, and Malaysia.• Leading the finance function in the APAC region and contributing to strategy on theexecutive teams across multiple business verticals.• Contributing and presenting in multiple governance forums, reporting to five separateBoards of Directors, Audit, Risk and New Business Committees.• Mentoring a team of eleven across multiple locations to deliver a highly effective, compliant, and efficient finance function.• Writing effective polices on risk, and capital management to support highly regulated licenced activities in the financial services sector.• Partnering with executive team to assist with preparation of investment business cases, setting commercial terms for new customers, and contract negotiation.• Preparing statutory financial statements, management reports, annual budgets and rolling forecasts.• Ensure compliance with all statutory and tax obligations and industry regulation and instil controls and policies to mitigate risks.• Treasury management, monitoring cash flow liquidity and banking relationships for the region

• 

  PricewaterhouseCoopers

  • Senior Manager

    • Apr 2007 - Jan 2014

    The Private Clients team provides a broad service offering of business advice to privately owned businesses and high net worth individuals.• Managed a portfolio of approximately 40 key clients and groups, covering industries including property investment and development, construction, professional services, finance and venture capital. • Co-managed a team of 14 with 4 direct reports. • Responsible for pricing assignments, managing workflow and maximising recoveries/profitability.• Acted as virtual CFO, either reviewing or preparing financial information for budgets, board reports, and decision making. • Provided oversight and managed risk for client’s internal accounting functions, designing structures, systems or policies to enhance processes. • Managed the finance function for insolvent businesses supporting the PwC business recovery team, including a significant Wellington motor vehicle dealership and high profile finance companies. • Undertook numerous client secondments including:o Financial controller for Dairy InSight Inc during its transition to DairyNZ in 2008, o Assisting with the preparation of the prospectus for a company that listed on the NZX in 2013.o The compilation of financial statements for a Canadian oil exploration company listed on 3 different exchanges.• Assisted clients with finance applications and banking covenant reporting.• Lead the design of PwC management accounting reports and dashboards to be implemented nationally.• Head of designing and implementing staff training for business unit.• Presented at NZICA tax conference, client seminars, client conferences and internal presentations.

• 

  Withers Tsang & Co Limited

  • Senior Accountant

    • Mar 2002 - Mar 2007

    • Managed a portfolio of approximately 30 key clients and groups.• Worked to strict deadlines in a busy team environment.• Analysed and refined’ processes and structures to maximise operating efficiency.• Maintained accounting computer systems and provided client training.• Trained, supervised and delegated work to accounting team members.• Prepared financial statements, GST, FBT, PAYE and all other returns ensuring compliance with relevant legislation.