Senior Manager Finance

• Feb 2018 - Present

Senior Accountant

• Aug 2016 - Feb 2018

Maternity leave cover for Waterfront Shipping controller role. Tasks included being responsible for monthly reporting to the Corporate Finance team and Waterfront Shipping management, quarterly transfer pricing reporting for Methanex joint ventures, weekly cash forecasting, preparation of the statutory financial statements, amongst other items. Since October, I was responsible for the implementation of a new accounting and shipping software program in Waterfront Shipping. Maternity leave cover for Waterfront Shipping controller role. Tasks included being responsible for monthly reporting to the Corporate Finance team and Waterfront Shipping management, quarterly transfer pricing reporting for Methanex joint ventures, weekly cash forecasting, preparation of the statutory financial statements, amongst other items. Since October, I was responsible for the implementation of a new accounting and shipping software program in Waterfront Shipping.

Assistant Vice President - Technical Accountant

• Feb 2013 - Apr 2016

• Primary contact for technical accounting queries for multiple business areas including Retail & Corporate Bank, Investment Bank and Barclaycard: - Providing expert guidance on all month-end journal entries for the Financial Controllers including appropriateness of receivables, payables, accruals and provisions held. Also ensuring that revenue and expenses have been fairly stated; - Being part of the expert review team for the 2015 financial statements of the Group; - Liaising with the external auditors on significant transactions and points of accounting judgement throughout the year and insofar as they related to the presentation of the financial statements; - Owning the group standard on business combinations in response to significant increase in M&A activity, including the appropriateness of recognising negative goodwill in accordance with IFRS 3; - Providing expert guidance on business and entity disposals as a result of Barclays strategy decision to exit non-core divisions. Involved significant analysis of the interactions between IFRS 5 and IAS 39 to derive appropriate policy for the bank to follow; - Provide topic-specific training to team members and broader training updates to senior stakeholders on a bi-annual basis. Also provided IFRS training to new-joiners. • Implementation projects for key new standards / legislation: - IFRS 15 (2014-2016): Project lead for standard implementation across Barclays Group; engaged with Big 4 accounting firms and peer banks over judgemental areas of new standard and project comparisons; performed and collated results of a high-level assessment of risk to Group numbers when final standard was released; - IFRS 9 (2014-2016): Leading project for Retail impairment policy (mortgages, consumer lending and overdrafts); engaged with finance and credit risk colleagues in assessing new standard and developing new credit models; Show less

Assistant Manager

• Jan 2011 - Dec 2012

As an audit in-charge, I am ultimately responsible for the engagement. This involves upfront and continuous planning and monitoring of the engagement, being the primary point of contact with the client, liaising with the engagement manager and partner as well as being responsible for the learning and growth of the junior team members. Key accomplishments and experience • Mutual Funds and Structured Financing Vehicles: - Project manager across several engagement teams with a strong working relationship with Partners, Managers and key client contacts; - Provided training and guidance to junior team members throughout the audit process including goal setting and delivering feedback; - Personally responsible for roll-out of audit template used in all SPV engagements for the 2011 year-end audits; • Banking: - Team member and team leader for the audit of local Amsterdam banking client; - Developed strong relationships with key client contacts in finance, internal audit and credit risk as well as internal KPMG team members - Finalised half-year review and undertook planning and control testing for year-end audit in 2012; Show less

Supervisor

• Mar 2007 - Dec 2010

During my time working for KPMG New Zealand, I learnt all the necessary steps in an audit, participated in all steps and finally had overall responsibility for audit engagements upon reaching the title of audit supervisor. This included being responsible for the development of the junior staff, being the primary contact point with the client and being accountable to the engagement manager and partner. Key accomplishments and experience: • Over three years of audit working across a variety of financial service clients including banks, insurance companies and managed funds; • Two overseas assignments: - KPMG Bermuda (Jan-2010 – Apr 2010): audited local and internationally-managed funds; consulted on a US-based fund liquidation providing assurance services to the liquidator (refer below for more information); - KPMG Cook Islands (Aug 2010): audited local government entity; • Client assignment: - ASB Bank, Auckland, New Zealand (Jun 2009 – Jul 2009): assisted the finance team with the preparation of the year-end general disclosure statement and annual financial statements; Show less

Audit Senior

• Jan 2010 - Apr 2010

During my time in Bermuda, I was booked on two engagements. One was the complete audit of a first year hedge fund which enabled me to perform the entire audit process from planning to completion. While the other engagement was providing accounting support to the KPMG receivership team. This involved auditing the prices of an investment portfolio of a hedge fund at the time of being placed into receivership. During my time in Bermuda, I was booked on two engagements. One was the complete audit of a first year hedge fund which enabled me to perform the entire audit process from planning to completion. While the other engagement was providing accounting support to the KPMG receivership team. This involved auditing the prices of an investment portfolio of a hedge fund at the time of being placed into receivership.