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Bio

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Credentials

  • Chartered Accountant
    NZICA

Experience

    • Consultant
      • Feb 2017 - Present

    • Associate Director
      • Aug 2014 - Mar 2016

    • Senior Manager Corporate Advisory
      • Dec 2013 - Aug 2014
      • Auckland

    • Client Manager
      • Jun 2013 - Feb 2014
      • Auckland

    • Financial Controller
      • Feb 2010 - Oct 2010
      • 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.

  • JK Kids
    • Auckland
    • Financial Controller
      • Feb 2009 - Jul 2010
      • 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.

  • Inspicio Limited
    • London, United Kingdom
    • Group Finance Manager
      • May 2008 - Dec 2008
      • 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

  • Baker Tilly
    • London, United Kingdom
    • Assistant Manager
      • Jul 2005 - May 2008
      • 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

    • Senior
      • Feb 2002 - Jul 2005
      • 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.

Education

  • 1998 - 2001
    Manukau Institute of Technology
    BBUS, Accounting and Communication

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