PlanRight is a software as a service WorkflowMax and Xero Practice Manager add-on that we created to help businesses plan their work load better, by providing improved visibility of job workload and staff capacity. PlanRight is efficient daily, weekly or monthly planning in a simple and visual way. My part time role is an all round one that is typical for a start up business.Key responsibilities:• Full finance function of the business – including debtors, creditors and cashflow management, year end financial reporting and tax management• Setting and maintaining internal controls and procedures • Management of internal payment gateway for subscription payments• Monthly board reporting• Lead generation, nuturing and management of reseller partners • Relationship nurturing of existing customers

Koordinates is a software as a service platform that makes it easy to publish, share, use and build applications on geospatial data. I am responsible for the numbers behind the Koordinates business. My role is to use operational excellence and financial discipline to provide the underlying foundation for achieving milestones in a growing business. Key responsibilities:• Management and oversight of the core finance function – bookkeeping, creditors, payroll.• Budgeting and forecasting reporting to management and board• Cashflow management• Company share registry and ESOP management for an extensive investor list• Annual Financial statements and tax return completion• IRD research and development tax applications• Callaghan grant and loan applications and reporting• Foreign currency management• Continual streamlining and creation of new internal processes to build efficiencies into the finance function of the business• Member of leadership team and attendance at monthly board meetings as finance representative• Completion of various one-off finance projects including: - rebuild of the internal financial business model - research new market entry requirements and finance processes

Owner of the financial business model that included reporting on the enterprise level sales funnel, conversion to billings, costings and cash burn projections for a growth business.Establishment of UK and Australian business operations in liaison with HR, legal and finance advisors including transfer pricing arrangements.• Management and oversight of the core finance function – bookkeeping, creditors, payroll.• Budgeting and forecasting reporting to management and board• Cashflow management• Callaghan reporting• Foreign currency management

Senior role in business advisory team, including client manager and technical reviewer.Project role to assist with digitisation of the compliance processes in Wellington office initially and then nationally.

STRATEGIC PROJECTSResponsible for operational projects and continual implementation of efficiencies at RightWay. I was given autonomy to manage and deliver on key projects these included: • Job scheduling and staff capacity management software: Manage development of a project to create job scheduling and staff capacity management across the operations team • Setup Australian Operations: Replicate RightWay NZ systems and processes but evolve them for the Australian market. Significant differences in market and regulatory requirements meant having to research and understand new processes and adapt to ensure services, pricing and HR offerings were competitive. Recruitment, training and management the accounting team involved regular travel to Australia and management of time zones to ensure staff were not isolated.DIRECTORSHIPRecognised for my pivotal role in RightWay I was offered a directorship to bring diversity and operational expertise to assist with the strategic direction of the company. Attendance at formal monthly board meetings gave me experience in governance and strategic decisions across a fast growing business. I was also responsible for monthly operations board reporting including operations team KPI’s.OPERATIONSAn integral part of RightWay Limited from the beginning I was given the responsibility of creating the operational functions of a modern accounting practice from scratch. I gained extensive knowledge of cloud systems relating to accounting businesses and independently implemented various systems.Key responsibilites: • Creation of integrated systems and autonomous workflows across the organization – contiually refining for scale and efficiency as the business grew fast. • Recruitment and management of a fast growing accounting team• Oversee training and managing workload of accounting team• Technical reviewer of accounting workload• Key member of the Executive Leadership team

DIRECTOR / COOAttendance at monthly board meetings and taking part in directors decisions and strategic direction of the company. Brand champion as well as assistance with the sales and marketing of the business. Systematizing many of the internal controls and processes and overseeing implementation of cloud accounting software solutions.Responsibility and management of a client portfolio, including being the first point of contact for all clients and managing their expectations. Management of staff as well as facilitation of workflow and skill development to them. Experience in providing business advisory and taxation services to a wide range of clients, focusing on providing proactive advice to entrepreneurs. Regular article contributor to Her Business magazine.Knowledge of Xero the online accounting system to an advanced level – nominated for most knowledgeable Xero user 2010. Understanding and development of Xero year end training course for accountants and delivery of training course across New Zealand.

Experience in providing business advisory and taxation services to a wide range of clients, focusing on the preparation of management and financial accounts. Secondments to clients on various occasions to undertake management accounting roles. Work group team management and job management roles.

Responsibilities included - Assisting the internal accountant, with the day to day running of a small business. Coding of accounts and data entry into the integrated accounting system. Banking and writing cheques. Entering timesheets, greeting visitors and general housekeeping for the business. Skills included - Record keeping and accuracy. Managing the cashflow of debtors' collection and paying creditors. Understanding the systems used in a small business. Frontline representation for the business.

Responsibilities included - Dealing with customers, handling cash and balancing the cash pool. Skills included - Customer orientation, efficiency, accuracy.