Bio
Credentials
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Chartered Accountant
NZICA
Experience
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Consultant
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Feb 2017 - Present
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Associate Director
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Aug 2014 - Mar 2016
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Staples Rodway - Auckland
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Auckland
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Senior Manager Corporate Advisory
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Dec 2013 - Aug 2014
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Auckland
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Future Focused Accountants
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Auckland
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Client Manager
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Jun 2013 - Feb 2014
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Auckland
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The Orange Group Limited
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Auckland
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Financial Controller
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Feb 2010 - Oct 2010
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Auckland
- Establishing, reviewing and board reporting of monthly management accounts- Preparation and review of annual accounts file, GST, FBT and PAYE returns- Establishing and reviewing of sales forecasts- Mentoring and development of junior staff- Assisting with job costing models- Assisting management and directors with any projects including financial matters- Correcting the set up of the payroll system along with preparation and review of payroll.
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JK Kids
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Auckland
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Financial Controller
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Feb 2009 - Jul 2010
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Auckland
- Management initally of a team of three, expanding to nine direct reports- Implementation of cost saving program to cut general overheads- Implementation of tighter internal controls in relation to both the accounting function and inventory management- Review and reporting of monthly management accounts, annual budgets, payroll, FBT and GST returns- Preparation of seasonal "Open to Buy" calculations- Treasury management- Review of stock forecasting- Preparation of annual financial statements (IFRS compliant)- Preparation of intergrated forecast model (based on annual budget)- Liasing and management of relationship with the bank- Mentoring and developing junior staff.
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Inspicio Limited
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London, United Kingdom
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Group Finance Manager
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May 2008 - Dec 2008
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London, United Kingdom
- Implementation of hedging documentation compliant with IFRS for interest rate swaps- Creation and management of the group financial model template for all companies- Maintenance of banking relationships- Review and consolidation of group intergrated forecast model/budget- Reviewing and maintaining the treasury function for the group- Creation and review of group forecast cash flows- Review of loans and banking requirements- Liaising with subsidiary finance teams
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Baker Tilly
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London, United Kingdom
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Assistant Manager
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Jul 2005 - May 2008
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London, United Kingdom
- Preparation of due diligence reports- Working capital reviews including review of forecasts and budgets- Accountants' Reports on Historical Financial Information for the purposes of AIM Initial Public Offerings- Maintaining client relationships- Development and training of junior staff- Ensuring compliance with IFRS and UK GAAP- Liaising with NOMADs, solicitors, private equity houses and external auditors- Review of financial reporting procedures manuals- Ensuring compliance with listing rules- Specialist in media and leisure group- Management and co-ordination of intenational audit teams- Valuation assistance- Assistance on audit assignments
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Staples Rodway - Auckland
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Auckland
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Senior
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Feb 2002 - Jul 2005
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Auckland
- Preparation and review of monthly management accounts and annual financial statements- Preparation and review of annual tax and GST returns- Liaising with the IRD regarding audits and voluntary disclosures- Preparation of annual budgets and cash flow forecasts- Litigation support.
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Education
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1998 - 2001Manukau Institute of Technology
BBUS, Accounting and Communication
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