Jon Sim Email & Phone Number

Auckland, Nz

Auckland, New Zealand

Auckland, New Zealand

Highlights in this role:• Supervised a team of 4 direct and 2 indirect reports, enhancing team performance and productivity by implementing continuous development strategies, resulting in a 10% increase in team efficiency.• Secured $5M in financing for the design, construction, and launch of a transformational Central Manufacturing Kitchen by creating detailed financial models and presenting them to investors, enhancing operational capabilities.• Boosted trading revenue by 32% from $34M to $45M by developing and implementing precise site-specific forecasting and budgeting procedures, aligning financial goals with operational targets through data-driven decision making.• Enhanced cash flow and working capital management, achieving a 10% increase in liquidity through the implementation of new financial protocols and efficiency measures, including optimized payment schedules and expense tracking.• Redesigned Board reporting content and format by adopting industry best practices and integrating real-time data analytics, improving financial performance analysis and accurate 12-month bank covenant forecasting, leading to enhanced decision-making efficiency.• Established business intelligence dashboards for operational, SLT, and Board reporting, increasing key metric visibility and enhancing strategic planning and operational efficiency by 15%.

Auckland, New Zealand

Auckland, New Zealand

Key Accountabilities• Preparation of financial and management reports, including Profit & Loss, Balance Sheet, Cash Flow Statements and Cash Forecasts.• Business administration and advice.• Contract administration and management, including drafting, revision and review of contracts.• Preparation and development of all Feasibility Studies.• Project accounting, management, and tracking.• Operations management.• All statutory and legal reporting.• Preparation of tax calculations for the annual tax return with review by external tax advisors.Highlights in this role• Secured a USD 2,880,000 Design contract for an indoor tropical garden in the Russian Federation by conducting thorough market research and employing strategic planning and cross-cultural communication skills to close the deal.• Obtained a USD 1,157,000 Design contract for two apartment complexes in the Russian Federation by leveraging detailed market analysis and effective stakeholder engagement, ensuring project success.• Finalized a USD 635,500 Design contract for a museum complex in the Russian Federation by applying rigorous project management techniques and negotiation tactics, leading to successful project completion.• Redesigned the Feasibility Study model by incorporating detailed market analysis and scenario planning to identify multiple revenue streams for projects offering diverse experiences. This approach improved financial projections and identified new revenue opportunities, increasing projected project profitability by 15%.

Auckland, New Zealand

Key Accountabilities• The maintenance of appropriate accounting policies, systems, reconciliations, and controls to support the production of accurate, relevant, and timely financial and management information.• The management and co-ordination of the Finance Accounting team to help deliver financial statements in the appropriate time frames.• Oversee the Financial Audit and act as the key contact with the external Auditors for the ongoing process.• Co-ordination and preparation of the annual budget.• Assist CFO in external reporting with banks and other financial stakeholders including private equity backers.Highlights in this role• Managed a team of 4 direct and 1 indirect reports, optimizing team performance and efficiency by implementing targeted training and development initiatives, resulting in a 15% improvement in team productivity.• Decreased month-end close from 20 to 9 working days by streamlining accounting processes, leveraging new financial software, and maintaining overhead costs, enhancing financial accuracy through automation and process improvements.• Developed a COGS analysis framework by introducing strategic cost management techniques and detailed financial analysis, improving profitability.• Implemented a staff overtime analysis framework during a payroll software upgrade, reducing annual overtime costs by $108,000 through data-driven insights and efficiency improvements.• Revamped Board reporting content and format by integrating comprehensive financial performance analysis and advanced data visualization techniques, improving executive decision-making efficiency by 20%, leading to better strategic outcomes.• Created a cash forecast model by integrating advanced financial modeling techniques and real-time data analysis, resulting in more accurate cash flow predictions and a 20% improvement in cash management efficiency, reducing unexpected cash shortfalls.

Auckland, New Zealand

Key Accountabilities• Lead the financial forecasting, planning and annual budgeting process while ensuring that the financial models are aligned to the company’s strategic plan.• Prepare monthly management reports with performance/variance reporting and meaningful commentary.• Develop and maintain KPI’s that can be used to provide clarity and insight into how each business is performing.• Be a key contact point with business managers.• Assist with the manager bonus scheme calculations.• Cash flow forecasting and daily cash flow management and advice to the CFO.• Prepare bank covenant and compliance certificates.• Pro-active financial business partner to all areas of the business to support value creation.Highlights in this role• Revised the store rebate model by conducting detailed financial analysis and implementing strategic adjustments, boosting Group's GP% by 9%.• Negotiated a freight forwarding contract by performing detailed cost analysis and contract management, reducing Central Warehouse freight costs by 13%, enhancing cost efficiency.• Prepared and presented a business case and ROI for purchasing laser measurers, optimization software, and a robotic cutting machine, achieving a 5% time saving in measuring, a 1.5 lineal meter reduction in wastage per job, and 17% time saving in installation through innovative technology and process optimization.• Redeveloped the forecasting and budgeting model by implementing advanced financial analysis techniques and leveraging business intelligence tools, resulting in a 20% improvement in forecasting accuracy and a 10% reduction in budget variances.• Implemented effective cash flow management strategies during a business ownership change by conducting thorough cash flow analysis, optimizing working capital, and renegotiating credit terms with suppliers, leading to a 15% increase in liquidity and ensuring seamless financial stability throughout the transition.

Auckland, New Zealand

Key Accountabilities• Preparation of financial and management reports, including Profit & Loss, Balance Sheet and Cash Flow Statements and Forecasts.• Manage all aspects of the accounting function.• Contract negotiation, including drafting, revision, and review of contracts.• Development of the Strategic Plan and Annual Business Plan.• Preparation and development of all Feasibility Studies, including presentation to Directors for final sign-off.• Preparation and development of all Financial Models, including presentation to Directors for final sign-off.• Manage all aspects of project and job costing.• Manage all statutory, legal, and good employer obligations.• Ensure all staff are engaged in, and understand, their role and contribution to the organisation.Highlights in this role• Supervised a team of 2 direct and 2 indirect reports, optimizing team performance and productivity through effective management and development strategies.• Reviewed and negotiated a EUR 4,000,000 Design contract for an entertainment center in the Russian Federation by leveraging detailed market research and strategic negotiation skills to secure the contract.• Effectively negotiated a USD 900,000 Design Supervision contract in the Russian Federation, ensuring compliance with local regulations and project requirements, leading to successful project execution.• Drafted and revised a USD 530,000, 12-month management contract in the United Arab Emirates by enhancing legal compliance and operational efficiency through thorough contract management.• Developed a comprehensive Financial Model for presentation to investor groups by facilitating informed investment decisions and securing necessary funding through detailed financial analysis.• Creation of a Feasibility Study Model to assess the financial and economic viability of new projects, providing valuable insights for strategic decision-making.

New Zealand

Key Accountabilities• Lead a team of 3 Accounts Administrators (two based in Auckland, one based in Brisbane)• Manage all aspects of the accounting function of five divisions within the Airwork Group responsible for 70% of the EBIT• Ensure timeliness and accuracy of all requirements in relation to the accounting function• Monthly presentation of financial results to Executive team• Preparation of monthly reporting including Profit & Loss, Balance Sheet and Board Reporting.• Preparation of the budgets for the five divisions, including preparation of reports and presentation for Board approval• Completion of all Balance Sheet reconciliations for the NZ domiciled companies• Working with the external auditors during the annual audit process• Preparation and review with external tax advisors on tax calculations for audit clearance purposes and also for the annual tax returnHighlights in this role• Developed a KPI reporting framework for the fixed-wing engineering division, boosting profitability by 15%• Streamlined month-end close processes, reducing the timeframe from 20 to 7 working days without additional overhead• Managed a $4 million increase in EBIT over four years, achieving this with the addition of only 0.5 FTE• Played a key role in the full lifecycle of the ERP replacement program, from initial RFP to implementation, serving as the Programme Business Owner

New Zealand

Key Accountabilities• Preparation of financial and management reports, including Profit & Loss, Balance Sheet, Weekly Wage Reports and Cash Flow Statements and Forecasts.• Assist with the preparation of year-end financial accounts for audit.• Develop Hotel monthly forecasts, annual budgets, and business plans.• Ensure that policies and procedures were implemented appropriately, and that internal controls were operating effectively.• Advise Hotel management on finance matters.Highlights in this role• Streamlined month-end close processes, achieving a 25% reduction in labor costs.• Led and managed all close-out activities during the ownership transition of a hotel from Accor to a new operator, ensuring seamless guest experience and maximizing value for the hotel owner.

New Zealand

Key Accountabilities• Prepare the monthly management, financial and board accounts for Portage Licensing Trust and Waitakere Licensing Trust• Balance sheet and general ledger reconciliation’s for Portage Licensing Trust and Waitakere Licensing Trust• Present the monthly financial results to the Senior Management of West Auckland Trust Services• Provide financial advice, support, and information to outlet managers• Single point of contact for all internal and external audit parties• Matrix managed the Accounts Payable, Accounts Receivable, Bank Reconciliation and Stock Control staffHighlights in this role• Reduced month-end close off from 20 working days to 5 working days with no increase in Overhead• Redesigned management reporting to give better information and visibility to Senior Management

Bachelor Of Business Studies, Accounting And Computer Science

Bachelor Of Science - Bs, Geology/Earth Science, General

Education record