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Scott Donaldson is a seasoned business professional with extensive experience in management, business planning, strategy, coaching, and leadership. He has held various roles in the insurance and energy sectors, including Business Advisor, Collaborative Solutions Lead, and Account Executive. Scott holds a Certification in Supply Chain Management and is a Professional Insurance Broker.

Credentials

  • Professional Insurance Broker
    IBANZ Inc.

Experience

  • KREA Group Ltd
    • Auckland, New Zealand
    • Business Advisor, Relationship Manager
      • Mar 2023 - Present
      • Auckland, New Zealand

      Focusing our attention on the growing bookkeeping and advisory streams within the practice, ensuring compliance, proper set-up and adherence to best practice processes both internal and external. Championing our businesses with a growth mindset through good business planning, accountability and proven strategies.

  • Simply Energy
    • Auckland, New Zealand
    • Collaborative Solutions Lead
      • Jan 2022 - Sep 2022
      • Auckland, New Zealand

      Part of our fully integrated Simply Energy team, backed by the fire power of Contact to help navigate a lower carbon emissions future for the New Zealand electricity sector. We have partnered with like minded businesses and organisations to ensure this is real change, because that's what matters!

    • New Zealand
    • Utilities
    • 700 & Above Employee
    • Collaborative Solutions Lead
      • Jul 2019 - Jan 2022

      We have a vision to lead the energy sector to a lower carbon future and to make it possible for customers to decarbonise their energy use sustainably. At the core of our vision is the Collaborative Solutions team, partnering with our commercial, industrial and public sector customers to help meet their energy needs of today through electricity sales and also helping them understand and transition to a more efficient and lower carbon future.

    • Account Executive
      • Oct 2018 - Jun 2019

      Key account management of Commercial and Industrial electricity clients across Auckland, Northland and the Bay of Plenty. Managing current and future energy needs, navigating changing carbon environment and working alongside advisors to project manage key energy efficiencies in their businesses, sustainably and economically.

    • LPG Channel Specialist
      • Jan 2017 - Oct 2018

      Oversight and account management of the national Rockgas service station network. Assessment and writing of contractsManagement of site complianceGrowing and retaining our client baseIdentifying new business opportunitiesStrategic relationship management with corporate partnersRegional visits to key clientsKey accomplishment:Turned the Rockgas service station channel from a negative growth of 8-10% to a 1% positive year on year growth, exceeding budgeted tonnes, slowing the losses in LPG auto fuel and gas heater markets whilst tapping into the growing demand for commercial and domestic LPG cooking via 9kg bottle filling.

    • Account Manager
      • Jun 2016 - Jan 2017
      • Auckland, New Zealand

      Relationship management and growth of audit insurance to network of accounting professionals Nationally.Providing advice and support on our flagship Audit Insurance product to businesses across New Zealand.

  • Rothbury Insurance Brokers
    • Leve 18, 1 Queen Street, Auckland 1010
    • Franchise Insurance Sales Administrator
      • Jul 2013 - Jun 2016
      • Leve 18, 1 Queen Street, Auckland 1010

      New and existing Commercial Sales, Client liaison and dedicated Claims for specialist Franchise ProductsProven Fire & General Insurance products to flagship New Zealand franchise companies.Highlighted covers included::Business Tools and Equipment, Public, Statutory and Employers Liability, Commercial Vehicle (including trailers and ride on mowers), Loss of Income, Franchise Fee's plus exclusive extensions.Manage the process from inception to claim and back againAchievements: 2013 - 2014 Best New Business Growth - Rothbury Schemes

  • An Eye 4 Art Gallery
    • 40 Collie Street, Manurewa, Auckland
    • Director
      • Nov 2011 - May 2015
      • 40 Collie Street, Manurewa, Auckland

      NZ and Pacific Art specialistsAll facets of small business operationsSales and MarketingInventory ManagementProduct DevelopmentSupplier and Artist liaisonWebsite Development, maintenance and communicationsPOS system & CRM management

  • IAG New Zealand
    • New Zealand
    • Business Insurance Consultant
      • Nov 2012 - Jul 2013
      • New Zealand

      Direct Insurance for SME market via State Business teamSales direct to market for all key commercial covers:Broadform LiabilityStatutory LiabilityEmployers LiabilityTools, Equipment and Plant coverMaterial DamageCommercial VehicleBusiness InterruptionMarineBuilders Risk/Contract WorksLandlords Liability

    • Advisor
      • Jun 2012 - Dec 2012
      • New Zealand

      Bringing professional and experienced coaches to help you "Make Better Business Decisions"Joined the existing group of business professionals as Maori & Pacific Business Liaison with a manufacturing and production specialityProcess improvement and implementationWork with client teams to engage staff on projectsKey achievements:Detailed process analysis of second largest privately owned animal by-product plant in New ZealandImprovement of process flow, efficiencies and staff engagementAssessment and implementation with staff, management and owners

    • New Zealand
    • Business Consulting and Services
    • 1 - 100 Employee
    • Capabilities Assessor
      • Feb 2011 - Aug 2011

      Contractor role created for the newly formed super city enterprise team ATEED, Auckland Tourism, Events and Economic Development.Working alongside management and advisors to assess businesses under a Regional Partnership with the Trust.Develop action plans for Pacific BusinessesFace to face meetings using Q100 assessment tools and 90 day action plansAnalysis of business plans and strategic documentsAssessment of capability for funding or referral to R & D development

    • Business Advisor South Auckland
      • Aug 2009 - Feb 2011

      Joined the South Auckland office servicing contracts with the Ministry of Pacific Island Affairs and New Zealand Trade and EnterpriseTargeted Pacific Island, start up and existing businesses within the South Auckland and Waikato RegionsBusiness Coaching and facilitation of WorkshopsHost and facilitate quarterly Business Networking eventsKey Achievements:Exceeded regional target delivering to services to over 130 businesses in the period 2009-2010Established satellite community and stakeholders in the Waikato region and improved internal reporting

  • An Eye 4 Art
    • Manukau City Shopping Centre
    • General Manager
      • Oct 2010 - Aug 2011
      • Manukau City Shopping Centre

      An Eye 4 Art Gallery Westfield Mall, Manukau Specialists in NZ Artworks and Gifts.Catering for travelers, businesses, and locals who want something unique and essentially NZ.Tasked with overseeing the management of the Gallery while in transition.

    • New Zealand
    • Building Materials
    • 1 - 100 Employee
    • Surface Finish Planner
      • Jan 2009 - Aug 2009

      Full production planning functions across both finishing plants – Anodising & Powder coatingLiaise between management and production crews on regular shift patternsRaw material ordering and resource managementKey Achievement:Successful go live of FPS (Finishing Planning System) in conjunction with external software developers

    • Powder Coat Planner
      • May 2006 - Dec 2008

      Full production and planning functions to the Powder Coating facilityLiaise between management and crews on a 4 shift, 2 line production facilityInventory management of powder stores and orderingKey Achievements:Improved Powder Shortages and wastage levels

    • Packing Operations Planner - 12 month project
      • May 2005 - May 2006

      Full production and planning functions to the split packing crews servicing three plantsCreation and implementation of process map and manual tracking system for all batches from plant to despatchKey Achievements:Visibility for Customers in a previously disconnected work centre Safety improvements due to process mapping and subsequent CAPEX requests to change machinery and layout in conjunction with managementManual process map used for MRP11 system implantation with system project team

    • Production Planner Anodising
      • Feb 2004 - Apr 2005

      Tasked with increasing efficiencies, identify manufacturing bottlenecks within an established manufacturing environment. Much of the work centred on streamlining the scheduling function, working with shift team leaders and managing Customer Own Materials (COM) for external stakeholders. Key Achievement:Marked improvement on DIFOT – Despatched In Full & On Time Revamped management of Customers Own Material (COM) – improved from 71% to 95% DIFOT

    • Director
      • Oct 2001 - Jan 2004

      Established a regional statellite of the parent company Debt Solutions International Limited in West Auckland.Providing credit negotiation and mentoring services to business and domestic clients.Focused on eliminating secured loans, reducing overall debt and strategising ways to increase income with better cash management.Achievements:Assisted over 200 clients to learn better money management and reduce or eliminate their debt.

Education

  • 2006 - 2009
    NZPICS
    Certification in Supply Chain Management - partial, Logistics, Materials, and Supply Chain Management

Suggested Services

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Industry Focus. “Accounting”

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