Experience

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  Southern Cross Health Society

  • Auckland, New Zealand

  • Strategic Planning Analyst

    • Mar 2019 - Present
    • Auckland, New Zealand

    Bring our strategy to life by tracking delivery and working with others to embed our strategic execution framework, creating greater visibility, alignment, and connectivity across the organisation.

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  EY

  • Auckland, New Zealand

  • Business Tax Advisory Consultant

    • Mar 2017 - Mar 2019
    • Auckland, New Zealand

    • Analyse corporate financial data• Conduct research and prepare advice and reports for clients • Assist in managing internal engagements and clients by collaborating with different teams• Conduct technical training to the tax group on a semi regular basis • Prepare corporate income tax returns and tax audit reviews• Liaise with the Inland Revenue on behalf of clients on varied issues

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  EY

  • Boston, Massachusetts

  • Tax Associate

    • Oct 2015 - Jul 2016
    • Boston, Massachusetts

    • Prepare tax work papers to calculate partnership distributions and verify financial statements accuracy • Prepare estimate and final K-1’s for client entities using GoSystems and K-1 Suite• Participate in determining US persons’ foreign filing requirements • Prepare foreign corporation and partnership forms for US persons’ using GoSystems• Prepare and file extensions for corporations using OneSource• Perform depreciation testing and tie several work papers for a tax audit provision• Actively involved in the planning of Latino Professional Network events

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  Suffolk University

  • Greater Boston Area

  • Writing Fellow

    • Sep 2014 - May 2015
    • Greater Boston Area

    • Coach students to improve their written professional communication skills• Support the faculty’s initiative to promote writing skills among accounting students• Interact with the accounting faculty while learning mentoring skills

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  EY

  • Boston

  • Assurance Services Intern

    • Jan 2014 - Mar 2014
    • Boston

    • Participated in the work field and professional work environment• Assisted associates with client service work• Attended and participated in a Performance Management Development Process seminar

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  Suffolk University

  • Boston

  • Tutor Mentor and Study Group Leader

    • Jul 2012 - Dec 2013
    • Boston

    • Assisted learners with the development of positive study and organizational skills• Mentored undergraduate students in accounting and economics • Earned CRLA Certification Level 3

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  Suffolk University

  • Boston

  • Teacher Assistant

    • Sep 2011 - Dec 2011
    • Boston