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Credentials

  • Chartered Accountant
    Chartered Accountants Australia and New Zealand
    Jun, 2020
    - May, 2026
  • Associated CA
    Chartered Accountants Australia and New Zealand
    Jun, 2014
    - May, 2026

Experience

  • OmniHealth
    • Auckland, New Zealand
    • Finance Manager
      • Sep 2021 - Present
      • Auckland, New Zealand

      Responsibilities include: • Three direct reports and reports to the Director/CEO• Overview of all financial management of the practices • Ensure compliance with statutory and financial reporting standards. • Monitor financial delegations for the practices. • Manage the cash flow to ensure sufficient funds are available to run the practice businesses.• Overview of credit management is maintained, and bad debts are kept to a minimum.• Creating and maintaining finance policies and procedures.• Training staff and provide support for career development.• Responsible for Budgeting and Forecasting. • Liaison with external accounting advisors and assist with preparation of annual accounts.

    • New Zealand
    • Broadcast Media Production and Distribution
    • 500 - 600 Employee
    • Finance Business Partner
      • Jul 2021 - Sep 2021

      • Analyse and communicate business performance against budgets and targets across the business• Provide accurate forecasts of business performance and meaningful reporting for Heads of Business, Executive and the Board• Prepare external reports to stakeholders, funders, and other Government agencies as required• Prepare other reports that make up the RNZ Reporting Framework and other ad hoc reporting as requested• Assist in the production of the company’s annual financial accounts, annual report and audit• Lead RNZ’s annual budgeting process• Assist with the production of financial reporting through CFISnet

    • Management Accountant (senior role)
      • Feb 2018 - Jul 2021

      Responsibilities include:- Ongoing development, maintenance, and review of the financial systems, processes, and policies to ensure they are efficient, robust and fit-for-purpose.- Implementing GreenTreen ERP and Staff training.- Prepare monthly management accounts and other associated notes and reports on the financial performance of RNZ, for the Board, CEO and departmental managers.- Prepare external reports to stakeholders, funders, and other Government agencies as required.- Prepare other reports that make up the RNZ Reporting Framework and other ad hoc reporting.- Prepare monthly and annual returns as required by IRD (e.g. GST, FBT, NRWT), assist with the group’s income tax.- Function as a system administrator for RNZ’s key financial systems.- Fixed asset accounting.- Review and assist managers with the financial management of their unit, providing support and training as required.- Assist in the production of the company’s annual financial accounts, annual report, and audit.- Assist in the company’s annual budgeting process.- Assist in the training and development of finance staff.- Assist other members of finance and payroll when required.- Provide cover for the Finance Manager when required.- Prepare and file government reports, including CFIS- Project Manager for Payroll transition

  • Resolve Group Limited
    • Auckland, New Zealand
    • Company Accountant
      • Aug 2016 - Feb 2018
      • Auckland, New Zealand

      Responsibilities include:•Involved in the daily overseeing and management of the company’s financial systems •Organizing and maintaining accurate company accounting records.•Analysing financial data, preparing financial statements, accounting information and reports for senior managers / Directors and proposing recommendations. Reports include P&L, balance sheets, cash flow reports, financial summary, staff productivity analysis, marketing analysis, revenue forecast, and budget analysis reports.•Responsible for monitoring monthly cash flow & profitability.•Communicating with external outsourcing partners to implement improvements to accounting practices.•Maintaining & develop company accounting policies & procedures

  • ManaBus.com Limited
    • Auckland, New Zealand
    • Financial Accountant
      • May 2015 - Jun 2016
      • Auckland, New Zealand

      Responsibilities include: • Assist in completing management accounts. • Monthly balance sheet reconciliations • Ensuring business taxation compliance is met i.e. GST, PAYE, income Tax and other indirect taxes • Bank accounts are reconciled timely and accurately and any issues / discrepancies are dealt with quickly and efficiently • Cash flow management • Accounts payable and receivable as required • Payroll on weekly basis for 80 + employees • Review and process correction entries in general ledger• Cash flow Management • Review and process correction entries in general ledger

    • Financial Accountant
      • Jul 2012 - Apr 2015
      • Napier New Zealand

      I have worked in the Medical and pharmacy sector. My role included management and Financial reporting (both medical and pharmacy), payroll and PAYE, GST, FBT, RWT, and prepare and review the pharmacy monthly. Radius Medical Solutions Limited was the winner of the Hawke's Bay Westpac Business award in 2014 in the large business category.My responsibilities include: • Completing management accounts for allocated client businesses on a monthly basis, with analysis of monthly financial performance and commentary to accompany management accounts• Monthly balance sheet reconciliations for all balance sheet accounts.• Managing the Fixed Asset register for all client businesses.• Assisting in the production of the annual budgets for client businesses• Completing annual statutory accounts for client businesses• Ensuring all client business taxation compliance is met i.e. GST, FBT, Income Tax and other indirect taxes• Ensuring bank accounts are reconciled timely and accurately and any issues / discrepancies are dealt with quickly and efficiently• Cash flow management • Ensuring bank accounts are appropriately managed to maximise interest income and ensure all payments are appropriately authorised• Providing an Accounts Payable service to ensure all valid creditors are paid and expenditure accurately recorded and reported.• Providing an Accounts Receivable service to ensure all valid debtors are invoiced and income accurately recorded and reported.• Ensuring developments and improvements in the finance systems to improve the accuracy and efficiency of finance processes.• Review and process correction entries in general ledger

  • Anglican Diocese of Waiapu
    • Gisborne & Hawkes Bay, New Zealand
    • Accountant
      • Jun 2010 - Jul 2012
      • Gisborne & Hawkes Bay, New Zealand

      My role was widespread in the organisation and included following responsibilities • Assisting parish administrators and secretaries • Undertake bank and general ledger Reconciliations • Liaise with parishes on financial matters • Preparation of monthly management reports for 35 Churches (Parishes) • Preparation of annual consolidated and individual accounts for audit • General duties including understanding and answering various queries from parish administrators/secretaries, invoicing and data entry.

  • Actual Property Group Limited
    • Gisborne & Hawkes Bay, New Zealand
    • Intermediate Accountant
      • Jul 2009 - Jun 2010
      • Gisborne & Hawkes Bay, New Zealand

  • Eastern Institute of Technology
    • Gisborne & Hawkes Bay, New Zealand
    • Peer Tutor
      • Feb 2009 - May 2010
      • Gisborne & Hawkes Bay, New Zealand

  • Mangal & Company, CA Firm
    • Bareilly Area, India
    • Accounts Clerk
      • Apr 2007 - Jun 2007
      • Bareilly Area, India

      Worked as Accounts trainee for 3 months .

  • Self-Employed
    • Bareilly Area, India
    • Home based Tutor
      • Jan 2006 - Apr 2007
      • Bareilly Area, India

Education

  • 2019 - 2020
    Chartered Accountants Australia and New Zealand
    Chartered Accountant
  • 2012 - 2014
    Chartered Accountants Australia and New Zealand
    Associated Chartered Accountant, Accounting
  • 2007 - 2008
    Eastern Institute of Technology
    Graduate Diploma in Professional Accounting, Accounting
  • 2004 - 2007
    Bareilly College, MJP Rohilkhand University, Bareilly
    Bachelor of Business Administration (B.B.A.), Accounting and Business/Management

Suggested Services

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Industry Focus. “Medical Practices”

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