Bio
Credentials
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Chartered Accountant (CA)
Chartered Accountants Australia & New ZealandNov, 2015- Apr, 2026
Experience
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New Zealand
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Financial Services
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100 - 200 Employee
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Senior Finance Manager
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Dec 2021 - Present
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Group Accountant
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Oct 2020 - Nov 2021
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New Zealand
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Banking
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400 - 500 Employee
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Manager Financial Control
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Dec 2019 - May 2020
-Managed and coached a team of 11 that responsible for AR, AP, Fixed assets, GL and reconciliation functions.-Owned Internal control for Finance Service Team;-Led the financial month-end close process and coordinated external audit-Led project of process improvements: efficiency projects, system enhancement, process automation and internal control implementation.-Deliver BAU (e.g. divisional, CAPEX, risk rating) and ad hoc analysis for business
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Financial Accounting Manager
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Jul 2018 - Nov 2019
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Teletrac Navman | New Zealand
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Auckland, New Zealand
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Financial Accountant
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Nov 2016 - Jul 2018
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Auckland, New Zealand
-Monthly reporting (US GAAP / NZ IFRS), Budget & forecast,reconciliation-Annual full statutory reports; -Managed external audit and collaborte with internal auditors-File tax returns, produce ad-hoc reports, analysis and provide project supportAchievement:increased efficiency by 50% by automating and improving revenue and payroll analysis workbook; Solved audit issue of historical variance between “Goods receipt” and “Invoice receipt” in SAP and highlighted the possible process improvements for AP and operations to senior managers.
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Project Manager
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Nov 2015 - Oct 2016
-Led “Enterprise Standard” projects in GE Shared Service Centre for statutory reporting (Local GAAP), general accounting (US GAAP) and AP processes covering all regions and business units-Reported to global process leaders/financial controllers and collaborated with stakeholders for the improvement, alignment, simplification, implementation and standardization of processes -Identified and analyzed key metrics to measure success across cost, quality, speed of the process improvements -Approved and coordinated processes changes to enable system and processes consistency-Major achievements: With limited project budget, successfully launched 5 tracks of treasury projects which had been pended for over 1 year for 5 regions (China, HK, Taiwan, Indonesia, US), 5 currencies (CNY, HKD, TWD, IDY & USD), 2 ERPs (Oracle/SAP) and 3 interface solutions within 6 months. Ultimately increased the penetration of the auto-payment tool from 64% to 76%
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Bayer
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Shanghai City, China
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Accounting Specialist (Project Manager)
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Dec 2012 - Mar 2015
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Shanghai City, China
-Led process-wise projects, engaged and influenced people across the business in Shared Service Centre China (SCS) providing service to other Bayer group companies. -Led transition projects of accounting and controlling process (GL, AM, AP, AR, Banking and payroll process) from sites to Shared Service Centre-Integrated accounting process changes with IT (SAP R3, other tools) -Drove changes, performed change management across the Group and dealt with ad-hoc project issues
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HKBSS Business Consulting Ltd
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Shanghai City, China
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Assistant Finance Manager (Audit)
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Dec 2010 - Nov 2012
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Shanghai City, China
-Executed finance audit assignment (China GAAP and IFRS)-Prepared financial budgets and cash-flow budget reports-Analyzed financial performance by KPIs (i.e. sales, cost, expenses and capital expenditure)-Planed and assisted new process design and drove best practice-Exposure to ad hoc projects: analytical reviews, financial due diligence and other special projects
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Jacobsen Associates
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Auckland, New Zealand
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BAS Accountant
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Oct 2008 - Jul 2010
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Auckland, New Zealand
Prepared SPFR reports for various clients and filed taxes for clients (GST, FBT, IT, Prov Tax)
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Education
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2006 - 2010Chartered Accountants Australia and New Zealand
Other, Accounting -
2008 - 2008AUT University
Graduate Diploma of Business, Accounting -
2003 - 2005Unitec Institute of Technology
Bachelor of Commerce (B.Com.), Accounting
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Industry Focus. “Financial Services”
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