Jan Tait Email and Phone Number

Finance business partner to Biodiversity and Kahui Kaupapa Atawhai business groups

Business Transformation support (Sept-2013 onwards):- Costing and budget management for the business transformation programmePlanning & Decision Support team (Mar-2011 to Aug-2013):- Preparation of accountability and board reports- Organisation-wide economy reviews within the Value for Money framework- Performance measurement framework development and reporting- Design and maintenance of multi-year forecast model

- Business Unit Control representative in cross-functional ongoing project work.- Business analysis to investigate audit issue for a number of structures containing baskets of instruments (corporate bonds, MBSs, ABSs).- Delivered a written report to external audit and internal management of findings, leading to a provision taken.- Delivered a written report with recommendations for improved process controls for (i) reconciliation of all the CIRC structures, (ii) processing of funding in operations and reconciliation of funding in Business Unit Control (BUC), and (iii) bond coupon processing in Credit Derivatives operations and BUC.- Managed the implementation of these new controls.

Monthly management reporting on profit and loss/ balance sheet. Producing Structured Trade Reviews.New Business, with emphasis on IAS39.

Produced daily profit and loss figures for foreign exchange sales desk - spot rates, forward rates, and currency options.Automated manual processes and tightened controls.

Cater Allen Intl Ltd/Abbey National/Santander Initially in Operations role then progressed to management reporting, daily p&l reporting, business analysis, new GL project work, systems accounting