Creation of the Group Financial Controller position within Kinetic Group of Companies; overall management of Finance Operations including 5 personnel. Achievements- Review of Banking Facilities - discussions with CEO around some of these facilities no longer being effective for the business portfolio. Drafting management of transfer of facilities including cashflow forecasting to ensure smooth transition. Completed - May 2024.

Proudly a member of the Australasia Regional Engagement Group for Chartered Institute of Management Accountants (CIMA).

ASWi Solutions Consultant as a Contract Position. Actively involved with Customer projects from January 2023 - December 2023 including; discovery, implementation training (finance), and regular client meetings.Achievements:- Phase 2 for Client to implement Multi-Currency in Acumatica - analysis and discovery of requirements, set up of Demo Company with Client Data to test. Regular meetings to discuss process and review further client questions. Allowing customer to test new process and provide feedback. Following Client Testing, successful implementation of Multi-Currency into their Live Company.

Providing Financial Management solutions, including in-depth reconciliations, trial balance analysis, balance sheet reconciliations and re-coding corrections, running Financial Reporting, hand overs to new Financial Staff with processes such as month end checks. Project Management for ERP Software Implementations.Accounting Services; Payroll processing, bank reconcilitations, and day to day cash management. Cashflow Forecasting, including templates and forecasting for small businesses to account for their 'lull' months. Forward thinking for future proofing and business advice.

Financial Consultant- Training (Virtual & On site) on Financial Modules within the software- Financial Pre-req calls for setup & company options.- Chart of Accounts feedback & review.- Inventory Accounting, and Work in Process reconciliations & process analysis.- Month End Training (GSS recommendations)- Initiation of GST Program for NZ, including testing & feedback to developer- Key member in development of AI program; AP Automation & SOP Development- Go Live Support in Financial Consultant capacity (Onsite & virtually)- Continuous Improvements & support for customers requiring changes, & advice- Developing basis of process documents to provide customers during training.Operations Support- Pre-requisite of Ops requirements; GSS navigation, User setup, Permissions, & Basic Setup.- Data Conversion Templates & mapper as required.Customer Service Support- Key point of contact for Financial Service Tickets; provide resolution & support- Data Collection (using zip script tool), setup of Clinics & notes for HQ when further assistance is required- Exposure to other service tickets such as Operation Modules, & miscellaneous technical tickets.Project Manager- PM for all new implementations for AU and NZ- Planning and scheduling of personnel for consulting- Updating Implementation Plans on Smartsheet- Providing timelines to customers as required for implementation clarity- Providing resolution & support for customer queries during implementation- Hosting regular online meetings with customer- Go Live support in Project Management capacity (onsite and virtually)Other areas of the roles- Continuous internal personal development using internal LMS- Demo of Financial Modules to Prospects- Demo/Implementation of AP Automation to CustomersSoftware / Programs exposed to- Global Shop Solutions software- PSQL and ZEN Database- Smartsheets- Concur Expenses- Remote Access- Teams- Go to Meetings

Initially starting as the internal Accountant, my first challenge was to undertake a large number of reconciliations through all aspects of the Accountants role to regain structure and understanding of the systems after the company's restructure.Gaining an in depth knowledge of Reckon during this time, I was offered the opportunity to step into the role of Finance Manager and manage a team of 4 (over New Zealand & Australia). Two months after my initial start saw the implementation of our new ERP system 'Epicor' and my involvement in supporting the implementation and development of the requirements of the company alongside the COO. Achievements include: Maintaining the Financial maintenance of the EPICOR system, to enable full monthly reporting to be produced by the system after implementation, Background maintenance of the system to ensure correct reporting of expenses, and set ups to assist with data flow to correct general ledger accounts. Assisting in restructures, and distinguishing of banking facilities, and set up of new facilities. Training to staff for the newly implemented full factored Debtor Finance Facility. Reconciliations of historic debts, and arranging suitable payment plans. Initial recruitment, and training of staff (recruitment now handled by HR Manager) - performance reviews and KPI set up (assisted by HR Manager for formal processes). Manual Consolidations, and understanding of notable variances in G/L accounts for correction, more investigation and implementing correction, and initiating correct process to prevent same issue arising.

My inital role focuses on Accounts tasks such as; Bank Reconciliations, A/R, A/P, Debtor Management, G/L Accounts analysis, Overseas Ordering, Overseas Inventory and Payroll processing.In twelve months I have established regular Month End Reporting (Management reports and use of financial ratios) including journal processing, budgets, cash flow management and sole charge of the finance function within the business.

HR, Payroll, Accounts Payable, Accounts Receivable, GL/AR/AP Reconciliations, Debt Collection, GL Maintenance, GL/AR/AP Journals, Month End, Balance Sheet Reconciliations, Profit & Loss Statements, Statements of Financial Position, PAYE, RWT and GST Returns, plus other office duties.Inventory, data entry of orders, processing of production, allocating of stock codes/pricing, maintenance.

Accounts Payable, including matching purchase orders, reconciling statements, data entry, chasing up variances, chasing up credit notes, working with Purchasing to sort out queries, monthly payments, early payment discounts. Posting of AR payments, and other general Accounts tasks.

Data Entry; coding using excel spreadsheet, entering invoices from RXWorks, entering all orders into RXWorks to match to invoices, reconciliations for payment, filing, reconciling AR payments to accounts, inventory, maintaining stock codes, allocating stock codes, part of stock taking team. Other general office duties.