Experience

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  Deloitte

  • Auckland, New Zealand

  • Manager - Finance Transformation I Technology & Transformation

    • Feb 2023 - Present
    • Auckland, New Zealand

    Helping clients solve their trickiest problems, design effective operating models, forecasting and budgeting processes, design and implement cloud Enterprise Performance Management solutions. My responsibilities include:- Participate in client interviews to understand clients’ business model and key challenges- Conduct Finance Labs to help clients develop their Finance Vision, Strategy and redesign their Finance operating model- Translate clients’ business strategy into performance measures and implement performance management frameworks- Help clients redesign their planning and forecasting processes and build planning models and reporting dashboards- Implement and oversee the quality of deliverables and effectively manage the team to ensure exceptional performance- Provide coaching to Junior Staff and support their development- Participate the development and presentation of proposals

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  AA Insurance NZ

  • Auckland, New Zealand

  • Finance Business Partner

    • Jul 2021 - Feb 2023
    • Auckland, New Zealand

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  UniServices

  • Auckland, New Zealand

  • Finance Partner

    • Sep 2019 - Jul 2021
    • Auckland, New Zealand

    Acted as a trusted advisor and partnered with a wide range of stakeholders including Executive Team Members and Senior Management Team Members. My responsibilities included:- Provide Financial Stability to their areas of responsibility to ensure accurate financial information and records are being maintained. - Provide Financial and Commercial advice that add value to the success of strategic goals. - Assist with their commercial decision by providing financial expertise to ideas and opportunities.- Develop user-friendly reporting that provide reports to help stakeholders understand business effectiveness and financial performance of their areas of responsibilityAchievements:- Introduced new forecast processes and improved forecast accuracy- Designed and rolled out new Power BI reports which resulted in better visibility on financials and enhanced decision making- Developed standardised processes across the team- Developed a FTE tracker enabling better resourcing planning

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  healthAlliance

  • New Zealand
  • Hospitals and Health Care
  • 500 - 600 Employee

  • Eligibility Assessment Manager

    • May 2018 - Aug 2019

    Led a team of 22 team members (2 direct reports, 20 indirect reports) to provide Eligibility services to the 3 District Health Boards (DHBs) in the Auckland Metro Region. Responsibilities included building effective relationships with internal and external stakeholders, developing the Eligibility team road map, setting goals and developing team members, developing effective internal control procedures to ensure the team members’ privacy obligations are met, ensuring a robust eligibility assessment and cost recovery process in place.Achievements: - Successfully implemented a Robotic Process Automation software- Introduced new Eligibility Assessment reports and templates which significantly streamlined the Eligibility Assessment process- Embedded a culture continuous improvement and established an improvement forum.- Improved flow of communications by Introducing internal monthly newsletter- Created SharePoint page to facilitate knowledge sharing and process standardisation- Team Engagement score improved by 4%- Overall Eligibility Assessment Capacity improved by 15% to 20%- Cost recovery across 3 DHBs increased by 3.8%- Cost of confirming patient's NZ Citizenship decreased by approx. $36k

  • Business Performance Advisor

    • Oct 2016 - May 2018

    Acted as a trusted advisor to GM Programmes and Projects, Project Management Office, Portfolio teams, Project Teams and provide them with insightful financial advice. Demonstrated leadership and ownership in project accounting and reporting functions. Other responsibilities include developing the annual capital budget and the three-year capital plan, preparing monthly financial reports and rolling forecasts (CAPEX & depreciation), analysing variances and taking corrective action, evaluating business cases, liaising with internal and external auditors, managing project billing to ensure projects costs are recovered.Achievements:- Recognised for continuous improvement- Streamlined the month end reporting process (CAPEX reporting reduced from 7 days to 3 days)- Reduced number of errors and "re-work" by implementing effective internal control procedures- Created a database to capture projects’ benefits and impacts on the operational budget- Improved project recoveries and cash flow by 10%- Provided financial awareness in the project community by providing training

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  Counties Manukau Health

  • Management Accountant

    • Nov 2014 - Oct 2016

    Acted as a trusted advisor to GM and the Senior Management Team and assisted them with preparation of the annual business plan and development of the annual budget. Other responsibilities include Monthly Financial Reporting, Forecasting, Variance analysis, monitoring Key Performance Indicators, monthly Balance Sheet Reconciliations, reviewing processes and identify improvement opportunities, project costing, performing feasibility studies and cost-benefit analysis to determine cost allocation.Achievements:- Provided training to a clinical team of 7 members resulting in enhanced awareness of budget, internal control and risks- Designed and implemented effective internal control procedures to address risk of fraud- Established processes to gather data and significantly improved data integrity

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  healthAlliance

  • Accounts Receivable Administrator

    • Mar 2012 - Nov 2014

    Provide administrative support to the 4 District Health Board in the Northern Region. Responsibilities are accounts reconciliation, coordinating projects to streamline invoice generation process, developing KPIs for Accounts Receivable Department, handling audit and customer queries, preparing monthly report, processing invoice and credit memo requests. While undertaking the Chartered Accountant, I also completed other ad hoc tasks such as analysing and consolidating the hardware and software expenditure across all business units, assisting the Financial Accountant with year end activities, Bank Reconciliation, Cash Flow Forecast and variance analysis, Daily Cash Flow Management, Posting Cost Allocation, Accrual and Cash Journals, Process mapping and recognising improvement opportunities, Preparing Monthly Management Report.