Experience

• 

  Figured

  • Auckland, New Zealand

  • Financial Consultant

    • Apr 2024 - Present
    • Auckland, New Zealand

• 

  Mosaic FSI

  • Auckland, New Zealand

  • Tax Specialist

    • Oct 2021 - Dec 2023
    • Auckland, New Zealand

    Transitioned ASB Group Investments Tax and Financial reporting teams to a new administration and custody manager. System implementation of financial reporting though data warehouse and moving the group funds ledgers onto Oracle - Infinite.Commenced the Climate reporting project for Group funds.

• 

  Smartshares Limited

  • Auckland, New Zealand

  • Financial Services Consultant

    • Aug 2021 - Oct 2021
    • Auckland, New Zealand

• 

  NZ Growth Capital Partners

  • Auckland, New Zealand

  • Financial Controller

    • May 2017 - Jul 2021
    • Auckland, New Zealand

    - Reporting to the CEO and working collectively with the senior leadership team responsible for all financial leadership, management and reporting for the Aspire NZ Seed Fund and Elevate Venture Capital fund with combined funds under management of circa $420million- Develop and manage a Finance team of 3 CA’s, initially 1 Accounts staff member- Capital & treasury management- Unique tasks of AML management, OIA request management, Group secretary, OAG reporting, select and financial committee reporting and relationship with Guardians of New Zealand Superannuation and NZ Super Fund in Venture Capital Act and mandate establishment.

• 

  Independent Consultant

  • Auckland, New Zealand

  • Financial Consultant

    • Jan 2011 - Apr 2017
    • Auckland, New Zealand

    Providing financial services to a range of clients, key assignments included:- Oxygen Advisors Limited ; financial consultant for OnceIt Limited providing contract CFO services,- Louise Perkins Foundation/Sweet Louise; CFO not-for-profit sector, including fundraising, sourcing grants, monitoring & accountability reporting,- Mosaic Business Solutions; tax consultant for financial services tender including verification of Sovereign and CBA funds under management and unit pricing taxation calculations,- MMC Funds Administration; financial consultant, preparation of year end financial statements for range of PIE’s administered by MMC.

• 

  ING Australia, Real Living Group

  • Auckland, New Zealand

  • Financial Controller

    • 2009 - 2011
    • Auckland, New Zealand

    Responsible for the finance function with key tasks of;- Compliance with Statutory Supervisor, Retirement Village Association, Code of Practice and the Bank- Relationship Management with offshore directors, the Statutory Supervisor, auditors & tax professionals, Insurance brokers & Lawyers for the business & residents. - Accounting for Occupation Right Agreements (ORA), Deferred Management fees- Legal settlement of new ORA’s and old leases & Lifecare agreements- Capital refurbishment & maintenance planning program

• 

  ING NZ Ltd

  • Auckland, New Zealand

  • Head of Tax & Technical operations, Retail Accounting manager and head of Project office

    • 1997 - 2009
    • Auckland, New Zealand

    During my tenure at ING I held 3 distinct roles;PMO - as head of PMO, I implemented project management methodology and ran the PMO across the business for Managed Funds, Corporate, ING Life and ING Insurance Services Ltd. This involved prioritisation of projects, strategy planning for top initiatives & projects, compliance & governance through lifecycle of project including sign off of all project charters & business cases and risk reporting to Governance & Risk committee. The role also included assistance in Project execution & Steering committee involvement, liaison and coordination with Stakeholders, Project Managers, Business Analysts, IT committees and the executive team.Head of tax & technical operations - provided technical support to Retail Investment Operations team relating to taxation & acted as coach & mentor. Worked & assisted corporate taxation consultant on new developments, submissions & legislative changes; PIE & Kiwi Saver regimes. Assigned to special projects & liquidations and due diligence reviews for acquisitions.Retail Accounting manager - managed a team of accountants responsible for pricing unit trusts and super funds and implementation these funds and trusts onto an automated Unit Pricing Module (HiPortfolio).

• 

  NZ Funds Management

  • Accountant

    • 1996 - 1997

• 

  Coopers & Lybrand

  • Auditor

    • 1991 - 1993