Operation Analyst
Current
Apr 2024 - Present
AeroLeads people directory · profile
David Hii Email & Phone Number
Savvy financial analyst with a passion for data reporting and projects
at
Forsyth Barr Limited
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Savvy financial analyst with a passion for data reporting and projects
Location
Auckland, Auckland, New Zealand
Company size
Who is David Hii? Overview
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Quick answer
David Hii is listed as Savvy financial analyst with a passion for data reporting and projects at Forsyth Barr Limited, a company with 292 employees, based in Auckland, Auckland, New Zealand. AeroLeads shows a matched LinkedIn profile for David Hii.
David Hii previously worked as Operation Analyst at Forsyth Barr Limited and Operational Finance Manager at Hobson Wealth Partners. David Hii holds New Zealand Certificate In Financial Services L5 from Professional Iq College.
Company email context
Email format at Forsyth Barr Limited
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Forsyth Barr Limited
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Profile bio
About David Hii
With over 17 years of experience in the financial services industry, I am an adaptable and trusted professional specializing in financial analysis, reporting, and managing complex projects. In my current role as an Operations Finance Manager, I have excelled in streamlining and improving processes, leveraging Excel macros and Power Automate to automate tasks, enhance accuracy, and increase efficiency. My expertise in data integration and analysis has allowed me to seamlessly integrate diverse data sources and generate comprehensive visual reports using Power BI. With a strong focus on delivering high-quality results, I bring a deep understanding of industry trends, regulatory compliance, and project management to drive successful outcomes.
Current workplace
David Hii's current company
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Forsyth Barr Limited
7 roles
David Hii work experience
A career timeline built from the work history available for this profile.
Operational Finance Manager
As an Operations Finance Manager, I excelled in reviewing and enhancing processes such as Client Asset Reconciliation, bank reconciliation, client payments, and Capital adequacy calculations. Leveraging my expertise in Excel macros, Power Automate, and Power BI, I automated data integration, calculations, and reconciliation of adviser revenue. I developed.
Dec 2018 - Mar 2024
Finance Analyst
As a Finance Analyst, I successfully carried out various responsibilities to support the financial operations of the company. These included conducting daily calculations and projections for Capital Adequacy, ensuring compliance with stress-test requirements. I diligently maintained the General Ledger by reconciling bank transactions and income/commission.
Aug 2016 - Nov 2018
Associate Manager / Operation Analyst
Provide reports and analyse data across the whole firm which include management team, risk team, advisers, adviser’s support and operation team. Contribute to general ledger accounting activities, documentation for audit, trade processes, account opening and problem resolution.
Jul 2013 - Jul 2016
Senior Associate / Business Service
Prepare daily trade settlement payments to clients, performing daily bank reconciliation, and processing the outstanding obligations calculation and client funds calculation to meet NZX requirements.
Feb 2007 - Jul 2013
Customer Service Manager
Efx Financial Ltd
EFX offer a professional, fast, convenient, and reliable internet currency trading system, backed by the exceptional service of an experienced and knowledgeable specialized currency trading team. Have 3 offices across China (Beijing, Wuhan, ShenYang).
May 2004 - Feb 2007
Accounts Payable Specialist
Kintetsu Internation Express
Prepared all the main payments of up to $1.6m per month, dealing with trade creditors, sundry payment and guides payments, as well as resolving any issues and problems that occur on a daily basis.
Apr 2003 - Apr 2004
Team & coworkers
Colleagues at Forsyth Barr Limited
Other employees you can reach at forsythbarr.co.nz. View company contacts for 292 employees →
RL
Robert Lord
Colleague at Forsyth Barr Limited
Hong Kong, Hong Kong SAR, Hong Kong
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RD
Richard Dwyer
Colleague at Forsyth Barr Limited
Canterbury, New Zealand, New Zealand
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DR
Devereux Roberts
Colleague at Forsyth Barr Limited
Canterbury, New Zealand, New Zealand
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MH
Malcolm Hewson
Colleague at Forsyth Barr Limited
Canterbury, New Zealand, New Zealand
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SP
Sarah Priddle
Colleague at Forsyth Barr Limited
Christchurch, Canterbury, New Zealand, New Zealand
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RS
Rowan Self
Colleague at Forsyth Barr Limited
Wellington, New Zealand, New Zealand
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AW
Andrew Wyllie
Colleague at Forsyth Barr Limited
Canterbury, New Zealand, New Zealand
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TP
Tina Price-Koopu
Colleague at Forsyth Barr Limited
New Zealand, New Zealand
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LD
Lorrine Deo
Colleague at Forsyth Barr Limited
New Zealand, New Zealand
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GR
Graham R Baker
Colleague at Forsyth Barr Limited
Waikato, New Zealand, New Zealand
View →
Robert Lord
Colleague at Forsyth Barr Limited
Hong Kong, Hong Kong SAR, Hong Kong
View →
RD
Richard Dwyer
Colleague at Forsyth Barr Limited
Canterbury, New Zealand, New Zealand
View →
DR
Devereux Roberts
Colleague at Forsyth Barr Limited
Canterbury, New Zealand, New Zealand
View →
MH
Malcolm Hewson
Colleague at Forsyth Barr Limited
Canterbury, New Zealand, New Zealand
View →
SP
Sarah Priddle
Colleague at Forsyth Barr Limited
Christchurch, Canterbury, New Zealand, New Zealand
View →
RS
Rowan Self
Colleague at Forsyth Barr Limited
Wellington, New Zealand, New Zealand
View →
AW
Andrew Wyllie
Colleague at Forsyth Barr Limited
Canterbury, New Zealand, New Zealand
View →
TP
Tina Price-Koopu
Colleague at Forsyth Barr Limited
New Zealand, New Zealand
View →
LD
Lorrine Deo
Colleague at Forsyth Barr Limited
New Zealand, New Zealand
View →
GR
Graham R Baker
Colleague at Forsyth Barr Limited
Waikato, New Zealand, New Zealand
View →
4 education records
David Hii education
New Zealand Certificate In Financial Services L5
Professional Iq College
Bachelor’S Degree, Finance, General
Bachelor’S Degree, Information System
Bachelor’S Degree, Computer Science
FAQ
Frequently asked questions about David Hii
Quick answers generated from the profile data available on this page.
What company does David Hii work for?
David Hii works for Forsyth Barr Limited.
What is David Hii's role at Forsyth Barr Limited?
David Hii is listed as Savvy financial analyst with a passion for data reporting and projects at Forsyth Barr Limited.
Where is David Hii based?
David Hii is based in Auckland, Auckland, New Zealand while working with Forsyth Barr Limited.
What companies has David Hii worked for?
David Hii has worked for Forsyth Barr Limited, Hobson Wealth Partners, Macquarie Group, Efx Financial Ltd, and Kintetsu Internation Express.
Who are David Hii's colleagues at Forsyth Barr Limited?
David Hii's colleagues at Forsyth Barr Limited include Robert Lord, Richard Dwyer, Devereux Roberts, Malcolm Hewson, and Sarah Priddle.
How can I contact David Hii?
You can use AeroLeads to view verified contact signals for David Hii at Forsyth Barr Limited, including work email, phone, and LinkedIn data when available.
What schools did David Hii attend?
David Hii holds New Zealand Certificate In Financial Services L5 from Professional Iq College.
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