Reporting to the General Manager Corporate Services the key elements of my role include;1) Financial performance reporting, Budgeting & Forecasting.2) Leadership and management of an Administration & Finance team comprising 4 accountants, 2 administration team leaders and 6 administrators.3) Business analysis and Commercial support for business cases, contract negotiations, pricing. 4) Operating as a key link between Operations and Finance in order to support organisational goals5) Implementing continuous process improvement.

Reporting to the GM of Commercial my role covered Financial Modelling, Process Improvement, Business Analysis and the support of Business Managers.Ongoing responsibilities:•Month end close. I completed month end reporting and variance analysis for a number of our North and South Island Businesses for review by the Chief Executive. •Budgeting & Forecasting: I was responsible for the timely completion of Annual & Quarterly budgets for all businesses. •Business case development. I worked with the GM Commercial and Business Managers in the development of business cases for new products and business expansions.•Annual/Monthly/Quarterly concession returns for Department of Conservation, Statistic’s New Zealand and the IRD.•I managed all upgrades to our Business Information tool and provide training to Business Managers.Key projects and areas of responsibility•Business Information development (BI): The original BI from our reservation system was very archaic, narrow in its scope and controlled externally. Together with the GM of Digital, our Systems Manager and an external BI specialist we developed a cube reporting system which allows for fast, flexible business analytics as well as creating significant time efficiencies for Business Unit and Sales Managers. •Enterprise Reporting Improvement (ERP): I designed and wrote dashboard reports for Business unit Managers replacing existing models. The new reports gave increased insight, business analytics and improved report usability for board reporting. •Business Partnering: I worked with each of the business unit managers in making effective decisions by providing informative financial information, developing financial models & assisting in the preparation of business cases.

Reporting to the Sales & Marketing Business Controller I was responsible for:1. Northern Ireland business unit financial control (€20m turnover), pricing, discount structure, acting as the link between finance and business, conducting extensive analysis of business costs, budgeting, margin & operational performance2. Marketing business unit financial control, enhancing Marketing managers commercial knowledge, business case support.Key projects and areas of responsibility1. Revenue Management & Commercial AggressivenessKey to my role with Heineken Northern Ireland was driving business unit profit. As such I worked closely with the business unit sales managers to maximize revenue potential by focusing on Brand portfolio, mix management and innovation. I attended the Northern Ireland Commercial alignment team meetings to ensure the NI strategy delivers.2. Process Improvement ProjectI designed a budgeting & forecasting model for Heineken Northern Ireland to replace to existing manual Excel model. The resulting model delivered more accurate forecasting, more efficient annual planning and the flexibility to access insightful information on customer profitability and mix for decision making.3. Business PartneringI participated fully as key member of Marketing teams providing financial and commercial guidance. Working with budget holders I ensured efficient use of spend across above and below the line, latest estimate’s, forecasts and business cases. In order to further equip Marketing managers with the necessary financial skills to engage with sales colleagues, I ran annual training sessions entitled ‘Becoming CEO of your own brand’ that focus on Brand P&L’s, revenue & mix management and Business case development.Ongoing responsibilities:· Business unit financial control· Provided direction, support and decision making input to the Business unit managers on Financial and Commercial activities · Supported the development of brand business cases

Heartland Bank provides financial services to small and medium enterprises, rural business, individuals and families throughout New Zealand. 90,000 clients, 300+ staff, $162 million turnover.Reporting directly to the Head of Financial Control and the Chief Financial Officer, I had sole responsibility for the monthly finance function of PGG Wrightson Finance (Acquired by Heartland April 2011) as well as various projects company wide.Key Projects and areas of responsibility1. Data migration: During the acquisition of PGG Wrightson Finance by Heartland Building Society, I oversaw the migration of ERP financial information. This allowed for a smooth transition of continuous financial and management reporting pre and post acquisition2. KPI report development: Developed KPI reports to track monthly performance on an individual and company basis.The reports enabled 40 regional managers to track their loan book performance against set targets and monitor seasonal fluctuations in asset finance.3. CRM System:Tasked with the design, development and roll out of a Rural CRM system to capture and monitor sales leads from pipeline through to approval, and to forecast cash flow resulting in accurate sales and cash flow forecasting, trend analysis for strategic decision making and employee performance monitoring 4. Rural Division Restructure:Responsible for the timely re-alignment of all rural client accounts following a major staffing restructure. 5. Customer Profiling / SegmentationCompleted customer profiling and segmentation analysis of the Rural Division’s Loan book . The information provided allowed senior management to promote specific lending products and grow revenue. Ongoing responsibilities· Monthly management accounts· Year end financial statements· Liaised with the Reserve Bank of New Zealand during the ongoing process to obtain a banking license· Monthly performance reports for 40 Finance Managers nationwide

Multinational Radio Communications company that designs and develops voice and radio technologies. Primarily trades in public safety, utilities and public transport sectors worldwide. 900+ staff with an annual turnover of $150 million. 95% exportedReporting to the Senior Management Accountant and Financial Controller, my role centredaround cost accounting, forecasting, monthly reporting and ongoing projects.Key Projects and areas of responsibility1. Having adopted the IBM Cognos business information and performance management software I was tasked with training the senior management team and all 30+ Cost Centre Managers. With this training the managerscould use cognos to load their cost centre forecasts, access monthly management accounts and use trend analysis for strategic decision making2. Travel analysis: Completed financial analysis on several corporate travel service providers in order to select and negotiate the best fit contract for Tait. The chosen contract allowed for $300k savings compared to the current contract.Ongoing responsibilities· Monthly accounts· Quarterly forecasts for over 30 cost centres· Margin analysis and manufacturing variances · Inter-company transfer prices· Weekly sales and inventory reports, fixed asset additions· Presented financial updates at weekly manufacturing meetings

Medium sized accountancy practice with a varied client base in the retail and agricultural sectors.Scope of role: Reporting to the senior partner, I had responsibility for business advisory, reviewing financial accounts and tax compliance.

Medium sized accountancy practice. The client base included various industries and businesses such as Dairy/livestock/grain, banking, motor trade, construction, manufacturing, retail trade, licensing trade and professionals.Scope of role: Reporting directly to both partners, I started as a Trainee Accountant and was promoted to Audit Manager where I successfully managed company audits including overseeing junior staff, reviewed financial accounts and tax with clients and various other responsibilities.Responsibilities· Company audit, taxation and registration· Sole trader accounts and taxation· Partnerships· Liquidations and redundancies· Payroll, GST and capital gains tax IRD audits, grant applications and cashflow forecasts· Leading and mentoring junior staff· Provided support and training on the implementation anduse of accountancy and payroll software

Medium sized accountancy practice. The client base included various industries and businesses such as Dairy/livestock/grain, banking, motor trade, construction, manufacturing, retail trade, licensing trade and professionals.

International Fund Services (IFS) is a division of State Street Alternative Investment Solutions which provides a complete suite of fund accounting, fund administration and risk services to hedge funds and private equity funds. 1600 employees across Ireland,Canada and the United States, $370 billion in hedge fund assets under its administration.Reporting directly to the Fund Director I worked in a team of 8 managing international hedge funds.