Experience

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  The Warehouse Group

  • Auckland, New Zealand

  • Systems Accountant - Oracle Finance & Retail implementation

    • Apr 2022 - Sep 2023
    • Auckland, New Zealand

    Key achievements and responsibilities:• Oracle Retail Sales Audit (ReSA) tender types, tender groups and tender totals detailed requirements, design and configuration• ReSA tender totals to general ledger cross reference detailed requirements, mapping and configuration• Oracle Retail Inventory (ORI) inventory quantities and values data migration reconciliations• ORI overseas and local purchase orders data migration reconciliations• Oracle Finance general ledger historical data migration reconciliations

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  Stuff

  • Auckland, New Zealand

  • Senior Project Analyst - Microsoft Dynamics 365 Finance & Operations implementation

    • Feb 2021 - Nov 2021
    • Auckland, New Zealand

    Key achievements and responsibilities:• Key contributor and reviewer for existing Matrix (circulation) and Genera (advertising) customer billing systems integration workshops and functional design documentation• All accounts receivable customer master data (ex SAP) mapping, transformation, preparation and migration (circa 250k customer accounts migrated)• All accounts receivable credit and collections data (ex SAP) mapping, transformation, preparation and migration (circa 250k customer accounts migrated)• All accounts receivable open items transactional data (ex SAP) mapping, transformation, preparation, migration and reconciliation (circa 500k transactions migrated)• All general ledger historical transactional data (ex SAP) for first 3 months of current fiscal year mapping, transformation, preparation, migration and reconciliation (circa 800k transactions per month / 2.4m transactions in total migrated)• Provide support to accounts receivable business SME with regard to system navigation and overview• 90% of all work in this role (including all Production data migration work) was done remotely due to ongoing Covid-19 Alert Level 4 / 3 work from home requirements

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  Green Cross Health

  • Auckland, New Zealand

  • Financial Systems Analyst

    • Mar 2020 - Sep 2020
    • Auckland, New Zealand

    Key achievements and responsibilities:• Commenced the role via remote onboarding and with minimal handover during the first week of Covid-19 Alert Level 4 lockdown• All aspects of a new entity set up in Microsoft Dynamics AX [AX] for a new business acquisition by the Group during the first week in the role• Set up, configuration, testing and implementation of a fully automated intercompany accounting process in AX across approximately 140 entities within the Group• Gatekeeping and maintenance of general ledger chart of accounts and financial dimension values and hierarchies in AX• Gatekeeping and maintenance of general ledger transaction posting rules for all valid main account / financial dimension value and hierarchy combinations in AX (approximately 40 separate sets of posting rules across 4 business divisions within the Group)• Maintenance of accounts receivable, accounts payable and bank account master data in AX• Gatekeeping and maintenance of all user profiles and security roles in AX• Gatekeeping and maintenance of all scheduled system processes and jobs in AX• Maintenance, troubleshooting and resolution of all system interface issues between AX and upstream Approval Plus purchase order and Toniq inventory management systems• Maintenance, troubleshooting and resolution of all journal transaction data upload / management reporting data download issues between AX and Atlas data import / export application• Troubleshooting and resolution of all other ad hoc system related and user issues• Training and handover of the role to permanent successor

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  Unitec Institute of Technology

  • Auckland, New Zealand

  • Financial Systems Analyst

    • Sep 2019 - Feb 2020
    • Auckland, New Zealand

    Key achievements and responsibilities:• Took on the role with no handover after it had been vacant for 3 months • Set up, configuration and loading of all international tuition fees for the 2020 academic year in PeopleSoft Campus Services• Gatekeeping and maintenance of all chartfields and hierarchies for general ledger account codes, department codes and capex / opex project codes in PeopleSoft Financials and CCH Tagetik budgeting and forecasting system• Improvements to and maintenance of all nVision based financial performance reports run out of PeopleSoft Financials• Improvements to and maintenance of all bespoke financial performance reports run out of CCH Tagetik budgeting and forecasting system• Set up, configuration, process management, support and finalisation of the 2020 fiscal year budget in CCH Tagetik budgeting and forecasting system - including all required scenarios, version control, data entry forms, system processes / calculations and reports.• Extraction, transformation and loading of the final 2020 fiscal year budget from CCH Tagetik budgeting and forecasting system into PeopleSoft Financials• Any other ad hoc financial systems related requests• Training and handover of the role to long term successor

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  EnviroWaste Services Ltd - Integrated waste management service provider

  • Auckland, New Zealand

  • Project Analyst - Microsoft Dynamics AX implementation

    • Jan 2019 - Apr 2019
    • Auckland, New Zealand

    Key achievements and responsibilities:• Acquired a detailed understanding of the Fleetmind RMS (Route Management System) software and hardware (in cab vehicle units) to be implemented and integrated with the Microsoft Dynamics AX core ERP system• Key contributor in detailed scoping and requirements gathering workshops with Fleetmind vendor project team • Cleansing, formatting, loading and testing of all test master data into the Fleetmind RMS system• Development of test cases for the functionality of the Fleetmind RMS system software and hardware (in cab vehicle units) and integration with the Microsoft Dynamics AX core ERP system• Key participant in weekly project management conference calls with Fleetmind vendor project team• Handover of all knowledge and work completed to permanent client side project team members

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  Humes - A member of the Fletcher Building Group

  • Auckland, New Zealand

  • Commercial Business Partner - Sales & Distribution

    • Oct 2018 - Dec 2018
    • Auckland, New Zealand

    Key achievements and responsibilities:• Developed, tested and implemented a new detailed profit & loss report for the entire Humes business• Calculation, payment and reconciliation of customer sales rebate incentive scheme monthly accruals for all customer segments across the business• Monthly profit & loss review meetings for the Sales and Distribution divisions• Preparation of monthly corporate head office review pack slides including performance analysis tables, graphs and commentary for the Sales and Distribution divisions• Calculation of current fiscal year monthly, quarterly and annual product sales and margin targets for the sales representative remuneration incentive scheme• Training and handover to new permanent Commercial Business Partner – Sales and Distribution

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  Net Express NZ Ltd T/A Winc NZ - Business Supplies and Equipment

  • Auckland, New Zealand

  • Finance Project Manager - Oracle NetSuite implementation

    • Jul 2018 - Sep 2018
    • Auckland, New Zealand

    Project cancelled by client.Key responsibilities:• Client side lead for core finance system configuration (company, chart of accounts and financial segmentation)• Client side data migration manager for entire system implementation

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  Two Degrees Mobile Ltd - Mobile telecommunications service provider

  • Auckland, New Zealand

  • Finance Project Manager / Financial Analyst - Business Demerger

    • Aug 2017 - Apr 2018
    • Auckland, New Zealand

    Key achievements and responsibilities:Management of a significant business demerger project, with overall responsibility for:• Systems and transactional accounting work streams – worked with internal Finance teams and external Oracle ERP vendors to achieve full separation of financial reporting, general ledgers, purchase orders, accounts payable, accounts receivable, cash management and fixed assets registers under the new business structure• Asset revaluation work stream – worked with internal Finance and Technology teams as well as external valuation consultants to review and finalise tangible / intangible asset revaluations and resulting purchase price allocations relating to the business separation• Legal work stream – worked with both internal and external legal counsel to review, finalise and implement various Master Service Agreements to govern all intra-group commercial and legal contractual relationships under the new business structureAuthoring of an intra-group pricing model, rate card and related underlying legal agreements:• Developed, tested and implemented an Excel based cost-plus take-or-pay pricing model and rate card to calculate and invoice all intra-group charges relating to the business separation, including network usage revenue charges, interconnect cost recharges and shared service cost recharges for all shared overhead functions under the new business structure• Drafted up Pricing Framework and Shared Services Agreements underpinning the above pricing model and worked with external legal counsel to review, finalise and implement

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  Waste Management NZ Ltd - Integrated waste management service provider

  • Senior Project Analyst - Oracle Hyperion PBCS implementation

    • Dec 2016 - Apr 2017

    Key achievements and responsibilities:• Key contributor in all project scoping / requirements gathering workshops in terms of capturing current vs. proposed monthly management reporting, quarterly forecasting and annual budgeting process requirements for profit & loss, balance sheet, cash flow and capital expenditure• Lead reviewer and first signoff of all vendor drafted scoping / requirements documents based on the above workshops• Worked with the vendor’s developers to address and resolve issues that arose during the detailed design, initial build and test phases of the project• Lead contributor, reviewer and obtain key stakeholder signoff of all charts of accounts and cost centre structures mapping tables for the project• Lead tester and first signoff of general ledger historical and current data migration process• Lead tester and first signoff of replacement monthly consolidated profit & loss senior management reports• Training and handover of all relevant project knowledge to new permanent Systems Accountant

  • Accounting & Banking Services Manager - Shared Services

    • Jul 2016 - Jan 2017

    Key achievements:• Managed incorporation of three new business acquisitions into the company’s accounts from a general ledger, management reporting and banking perspective• Managed general ledger setup, data migration and banking process changes from the legacy (JD Edwards World AS400 [AS400]) to the current (Oracle JD Edwards EnterpriseOne [E1]) ERP system for the pilot site of the company’s new Elemos customer billing platform• Managed the transition from BNZ’s legacy PC Banking application to the bank’s new Internet Banking for Business application for all BNZ related banking processesKey responsibilities:• Preparation of monthly consolidated profit & loss senior management reports• Daily cash flow management for the entire business• Charts of accounts and cost centre structures gatekeeping and maintenance for both the legacy (AS400) and the current (E1) ERP systems• Manage and administer BNZ and ANZ online banking systems and related banking processes• Review monthly bank reconciliations• Review monthly intra and intercompany general ledger reconciliations• Review fixed asset additions coding and depreciation rates to ensure accuracy and tax compliance• Review monthly GST returns• Review weekly and monthly payroll runs and payments• Manage and administer EFTPOS facilities and related banking processes• Manage BNZ and ANZ corporate credit card processes• Assist with external and internal audit queries as required• Respond to all ad hoc general ledger accounting and banking related queries from the business• Provide on the job support to a team of six staff

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  EnviroWaste Services Ltd – Integrated waste management service provider

  • Auckland, New Zealand

  • Senior Project Analyst – Microsoft Dynamics AX implementation

    • Aug 2014 - Feb 2016
    • Auckland, New Zealand

    Key achievements & responsibilities:• Developed (in consultation with key stakeholders) a new Microsoft Dynamics AX (AX) general ledger module chart of accounts for the entire business and mapped the existing JD Edwards OneWorld Xe (JDE) legacy chart to the new chart for historical data migration and reporting purposes• Developed (in consultation with key stakeholders) a new AX general ledger module multi-dimensional (four layered) cost centre structure for the entire business and mapped the existing JDE legacy structure to the new structure for historical data migration and reporting purposes• Developed and implemented a new set of AX general ledger module account structure posting rules for all valid account/multi-dimensional cost centre transaction posting combinations• Developed, managed and reconciled the data migration process for two years of historical general ledger transaction data from the JDE legacy system to the new AX system• Authored the in-house AX general ledger module user/super user training manual and delivered hands on training workshops for all general ledger users/super users• Designed and tested a new web based universal multi-dimensional drill down profit & loss report using QlikView for use by the entire business• Carried out smoke testing for the AX general ledger module• Provided post go-live end user support for the AX general ledger module and the QlikView profit & loss report• Additional implementation tasks and post go-live support on other AX financial modules, particularly fixed assets, capital expenditure reporting and fleet operating cost reporting

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  EnviroWaste Services Ltd – Integrated waste management service provider

  • Auckland, New Zealand

  • Senior Group Accountant – Business sale & purchase

    • Apr 2013 - Apr 2014
    • Auckland, New Zealand

    Key achievements:• Established strict processes to enable the timely completion and submission of all prescribed monthly, quarterly and year end Excel based reporting packs to the new Hong Kong based owner of the business within their strict requirement of a one day close. This included profit & loss, balance sheet and cash flow, as well as a large number of additional detailed supporting schedules, particularly at quarter end and at year end. This was a major achievement, as the business had operated within a ten day close under the previous owners• Redeveloped the NZ parent company consolidation model to cater for the new corporate structure as well as the revaluation of the assets and liabilities of the business upon acquisition by the new owner• Developed a new divisional EBIT profit & loss report for the entire business as required by the new owner• Developed a new capital expenditure and commitments report and graph pack for the entire business by division and expenditure type for local management reporting purposes• Provided an analysis by division of the goodwill and deferred taxation acquisition adjustments upon request by the external auditors. These adjustments were very material amounts on the company’s balance sheet that came under scrutiny at year end – considerable detailed analysis and explanation was provided to satisfactorily answer all audit queriesKey responsibilities:• Assisted the Financial Controller with maintaining the complex Excel based budgeting and forecasting model for the entire business, particularly with respect to depreciation/amortisation, interest and taxation calculations• Assisted with the completion of the prescribed Excel based annual budget and long range forecast pack to the new Hong Kong based owner of the business. This included profit & loss, balance sheet and cash flow, as well as a large number of additional detailed supporting schedules and graphs

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  Blue Star Group Ltd – Printing and logistics supplier

  • Auckland, New Zealand

  • Financial Accountant

    • Jun 2012 - Sep 2012
    • Auckland, New Zealand

    Key responsibilities:• Weekly invoicing of all printing revenue for major customers• Provision of weekly cash flow forecasting• Provision of monthly profit & loss, balance sheet and statistical forecasting and reporting• Provision of monthly balance sheet reconciliations for all balance sheet accounts• Completion of monthly GST and quarterly FBT returns• Completion of year end supplementary schedules for Head Office and for the external auditors• Liaison with the external auditors at year end• Completion of annual budgeting process including profit & loss, balance sheet and statistical data

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  Two Degrees Mobile Ltd – Mobile telecommunications service provider

  • Auckland, New Zealand

  • Senior Financial Analyst – Financial Planning & Analysis

    • Mar 2011 - Mar 2012
    • Auckland, New Zealand

    Key achievements:• Developed a weekly cash flow rolling forecast model looking 8 weeks ahead for entire business• Developed a weekly performance dashboard for connection numbers, revenue, usage and rates• Developed and managed implementation of cost centre restructure for entire business• Developed a new capital expenditure report for entire businessKey responsibilities:• Supported Networks, IT, Customer Operations and Head Office in terms of monthly operating expenditure and capital expenditure reporting and variance analysis• Covered an additional Senior Financial Accounting role for two month ends due to resourcing issues – including spreadsheet model maintenance and updates, journal entries, reconciliations and reporting

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  Fairfax New Zealand Ltd – Print and online media publisher

  • Management Accountant – Fairfax Media Sundays

    • Jul 2008 - Aug 2010

    Key achievements:• Developed a comprehensive multiple scenario profitability model for a proposed combined business restructure and new product launch for the Fairfax Media Sundays division• Successfully reconciled the Fairfax Auckland Group advertising debtors and bank control accounts for the first time ever – this was a significant achievement due to the materiality of these accounts within the Fairfax New Zealand balance sheet, as well as the complexity of the many entries feeding into these accounts from several non-integrated sub-ledger systems and the fact that these accounts had never been reconciled previously• Provided extensive financial support to the Fairfax New Zealand CFO and the Group Operations Project Management Office in the form of project accounting and cost-benefit modelling and analysis in respect of several significant capital projects undertaken by Fairfax New Zealand • Successfully co-managed the Fairfax Media Sundays division (together with the rest of the division’s senior management team) from October to December 2009 under mandate from the Fairfax New Zealand CEO in the absence of a General Manager during that periodKey responsibilities:• Provision of weekly and monthly financial performance forecasting, reporting and variance commentaries• Provision of key monthly balance sheet reconciliations for retail and subscription circulation debtors, retail circulation returns provision, subscriptions in advance and sundry provisions and accruals control accounts• Provision of half year and year end supplementary schedules for and liaison with the external auditors• Completion of the annual forecasting and budgeting process, including operating revenue and expenditure, advertising, circulation and production statistics and capital expenditure • Presentation of the annual forecast and budget to the Fairfax New Zealand executive management team• Monitoring of cost control measures and new business initiatives as required

  • Business Analyst - Group Operations

    • Apr 2007 - Jun 2008

    Key achievements:• Developed a process to account for costs and calculate depreciation relating to Fairfax New Zealand’s largest ever capital project (a $19m Genera integrated publishing system – implemented using a staggered approach at all Fairfax locations around the country between 2006 and 2010) within the constraints of very limited functionality offered by the PeopleSoft Financials project accounting system used by the business• Developed a comprehensive cost-benefit model for the Genera project, with particular emphasis on calculating the discounted cash flows, internal rate of return and payback period of the project for comparison against the business case for the investmentKey responsibilities:• Provision of financial support to the Fairfax New Zealand CFO and the Genera Programme Manager in the form of project accounting and cost-benefit modelling and analysis in respect of the Genera project• Provision of cost-benefit models and analyses for other capital expenditure proposals put forward by Group Operations as required• Provision of monthly commentaries on variances against budget for Group Operations operating costs

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  Vodafone New Zealand Ltd – Mobile telecommunications service provider

  • Performance Reporting Manager – Financial Planning and Analysis

    • Apr 2004 - Oct 2006

    Key achievements – within the role:• Managed a staff complement of seven• Assumed ownership of a work-in-progress Regional Finance Data Mart as a significant ($2.5million) regional capital project across Vodafone New Zealand and Vodafone Australia, managed the project through to completion and delivered it to the business as a fully operational financial performance reporting tool• Championed the use of the Regional Finance Data Mart within Finance as well as across the entire business in both Vodafone New Zealand and Vodafone Australia• Completed the Vodafone Leadership in Action programme: a 17 day residential course held over a 9 month period as a regional initiative together with Vodafone Australia and including modules covering: - Personal Leadership - Leadership and Coaching - Business Leadership - Team Leadership - Change ManagementKey achievements – outside the role:• Upon completing Leadership in Action and realising that I wished to work more with people within my career, I invested in obtaining new skills and experience in this area with a focus on facilitation, coaching and organisational learning and development. This was fully supported by my manager as part of my development plan and was achieved by spending 25% of my time from mid 2005 onwards working within the Human Resources Culture and Capability team as follows: - Facilitating various forums around the business such as requirements gathering, process mapping, planning and post implementation review workshops for significant business projects - Facilitating team restructure meetings and team building offsite days for the Financial Planning and Analysis team - Presenting and co-facilitating Vodafone’s monthly I-Belong and Me-in-Action induction programmes for newly recruited staff - Lead interviewer for Finance for the Vodafone Graduate Programme graduate assessment centre - Graduate coach for the Vodafone Graduate Programme

  • Senior Performance Analyst – Performance Reporting

    • Jan 2003 - Mar 2004

    Key achievements:• Gained a detailed understanding of a partially developed Oros Modeler Activity Based Costing (ABC) model in respect of operational expenditure driven processes and activities across the entire business• Regionally aligned the New Zealand ABC model as developed thus far with Vodafone Australia’s fully developed model, as well as ensured that all further development of the New Zealand model was aligned with the Australian model• Completed the ABC model by incorporating revenue and prime costs driven processes and activities, thus providing a comprehensive ABC view of the company’s EBITDA• Developed and incorporated multi-dimensional Customer and Product Profitability (CPP) views into the ABC model in respect of market segments, distribution channels, rateplans and products, thus providing detailed visibility of the company’s EBITDA in terms of each of these dimensions or combinations thereof• Developed a sample ABC/CPP report and presented this to the company’s executive management team and their direct reports, the purpose being to create a high level awareness of ABC/CPP as a new management information tool, as well as to generate discussion and obtain feedback for improvements to the model and report prior to going into production• Finalised and delivered the ABC/CPP model and report into production on a quarterly basis, distributed the report out into the business, and promoted ABC/CPP by means of a series of workshops as a new and useful source of management information with a wide range of potential applications around the business

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  Gordon & Gotch (NZ) Ltd – Magazine distribution & logistics

  • Auckland, New Zealand

  • Management Accountant – Publisher claims

    • Sep 2002 - Nov 2002
    • Auckland, New Zealand

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  Astrograss Allweather Surfaces Ltd – Synthetic sporting & recreational surfaces manufacturer

  • Auckland, New Zealand

  • Group Financial Accountant – Year end audit preparation

    • Jul 2002 - Aug 2002
    • Auckland, New Zealand

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  The Readers Digest Association Ltd – Media publishing and direct marketing company

  • London, United Kingdom

  • Product Accountant – Books and Home Entertainment Division

    • May 2000 - Oct 2001
    • London, United Kingdom

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  British Telecommunications plc – Telecommunications service provider

  • London, United Kingdom

  • Financial Accountant – Farland Pan-European Fibre Optic Network Project

    • Jul 1999 - Dec 1999
    • London, United Kingdom

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  Cresvale International (UK) Ltd – Stock broker

  • London, United Kingdom

  • Group Financial Accountant

    • Sep 1998 - Mar 1999
    • London, United Kingdom

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  Prudential – Bache International (UK) Ltd – Investment bank

  • London, United Kingdom

  • Management Accountant – Chilean, Brazilian and French Subsidiaries

    • Nov 1997 - Jul 1998
    • London, United Kingdom

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  Luna Corporation Ltd - Investment holding company - Sport, leisure, media and financial services

  • Cape Town and Johannesburg, South Africa

  • Group Financial Manager

    • Nov 1996 - Sep 1997
    • Cape Town and Johannesburg, South Africa

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  South African Gossard (Pty) Ltd - Manufacturer of ladies foundation garments

  • Cape Town, South Africa

  • Financial Accountant

    • Feb 1995 - Oct 1996
    • Cape Town, South Africa

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  Southern Marine Distributors (Pty) Ltd - Retailing and servicing of marine equipment

  • Cape Town, South Africa

  • Group Financial Accountant

    • Jul 1993 - Jan 1995
    • Cape Town, South Africa

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  Ernst & Young

  • Durban, South Africa

  • Trainee Accountant

    • Jan 1989 - May 1993
    • Durban, South Africa