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Bio

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Credentials

  • Chartered Accountant (CA)
    Chartered Accountants Australia & New Zealand
    Nov, 2015
    - Apr, 2026

Experience

    • New Zealand
    • Financial Services
    • 100 - 200 Employee
    • Senior Finance Manager
      • Dec 2021 - Present

    • Group Accountant
      • Oct 2020 - Nov 2021

    • New Zealand
    • Banking
    • 400 - 500 Employee
    • Manager Financial Control
      • 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

    • Financial Accounting Manager
      • Jul 2018 - Nov 2019

  • Teletrac Navman | New Zealand
    • Auckland, New Zealand
    • Financial Accountant
      • Nov 2016 - Jul 2018
      • 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.

    • Project Manager
      • 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%

  • Bayer
    • Shanghai City, China
    • Accounting Specialist (Project Manager)
      • Dec 2012 - Mar 2015
      • 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

  • HKBSS Business Consulting Ltd
    • Shanghai City, China
    • Assistant Finance Manager (Audit)
      • Dec 2010 - Nov 2012
      • 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

  • Jacobsen Associates
    • Auckland, New Zealand
    • BAS Accountant
      • Oct 2008 - Jul 2010
      • Auckland, New Zealand

      Prepared SPFR reports for various clients and filed taxes for clients (GST, FBT, IT, Prov Tax)

Education

  • 2006 - 2010
    Chartered Accountants Australia and New Zealand
    Other, Accounting
  • 2008 - 2008
    AUT University
    Graduate Diploma of Business, Accounting
  • 2003 - 2005
    Unitec Institute of Technology
    Bachelor of Commerce (B.Com.), Accounting

Suggested Services

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Industry Focus. “Financial Services”

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