Carl Stuart, Ca Email & Phone Number

• As the acting Finance Manager at Te Whatu Ora – Waitaha, I play a pivotal role in managing the financial health of the organisation, ensuring sound fiscal practices. My main responsibilities include:
• Financial Reporting: Leading a team in achieving full compliance with all financial reporting requirements, accounting standards, tax requirements, maintaining clean financial records and facilitating successful.
• Financial Analysis: Facilitating, developing and auditing financial models in excel for internal and external reporting requirements, offering invaluable insights into variances between actual and budgeted figures.
• Management accounting overview including reviewing costings, trend reporting, account reconciliations, accrual preparation and variance analysis.
• Providing technical support and collaborating with management, divisions and subsidiaries regarding accounting standards, tax law, excel modeling and other financial matters.
• Fixed asset accounting including leading land and builing revaluations, CAPEX spend reporting and forecasting to ensure precise cash flow management.

Christchurch

• During my experience as part of the PwC Tax team in Christchurch, I was involved in a broad range of tax compliance, tax advisory and accounting services.
• Corporate tax services including: Income tax advice and returns, Indirect Tax advice including GST, FBT and employment related tax matters.
• Transaction services providing tax advice on major transactions and restructuring.
• Accounting services including compiling financial statements and general accounting advice.

• Internal fund accounting of our hedge fund investment portfolio. My main responsibilities included:
• Developing excel financial pricing models, systems and processes to enable daily fund valuation and monthly reporting.
• Variance analysis to validate and correct external fund administrator portfolio valuations and reporting calculations.
• Providing ad hoc portfolio information and reporting based on internal customer requirements for improved decision making.

Graduate Diploma In Accounting And Information Systems

Bachelor Of Commerce (Bcom), Management