Anderson Creagh Lai is a mid-sized law firm based in Auckland with each of the senior partners being recognised as leaders in their field. I reported to the Managing Director.Achievements • Created systems for planning and forecasting that helped support short- and long-term requirements• Guided the business through a period of growth that resulted in 13% growth in turnover, transitioned four new partners into the office and oversaw staff numbers rise from 19 – 25• Created cash flow management systems and forecast models that accurately reflected the special nature of cash flow requirements and the demands of a large client with long payment terms. • Reviewed our reporting processes that resulted in me creating a new bi-monthly report. On the back of this undertook initiative to improve the time taken to prepare monthly journals, shorten the length of the review process• Negotiated new contracts in relation to new property lease. Undertook insurance reviewsResponsibilities• Provided strategic and financial advice to the Chairman of the Board and the Managing Partner• Led and managed the finance, administration, human resources and information technology teams• Advised on business transformation and growth initiatives• Prepared and managed short- and long-term planning and forecasting• Owned health and safety, risk management and insurance management

Gravitas Media Group is a digital printing, pre-press solutions and advertising agency with turnover of $20m, 85 FTE’s and operations in Auckland, Hamilton, Christchurch and Sydney. In this position I reported to Chief Executive Officer.Achievements• Advised on the reorganisation of our Groups legal structure into three new entities. Organised and reviewed legal contracts, bank funding and assignment of customers and supplier contracts• Led initiatives to restructure the executive team from six to three, new roles being defined, KPI’s set and appropriate delegated authorities introduced• Redesigned cash flow management and other forecasting tools to accurately reflect the individual nature of cash flow. Addressed specific urgent cash requirements in the advertising business and identified trends in the payment of debtors to ensure cash flow forasting was accurate as possible. • Reviewed new business opportunities to assess viability, profitability and return on investment to ensure they met the shareholders strategic goals• Reviewed and improved our financial reporting processes so we produced monthly board packs that improved efficiency• Negotiated contracts for property leases, rent reviews and lease extensions. Undertook insurance reviews and negotiated with brokers to lower premiums. Negotiated new supplier contracts with key customers and ensured trading terms were appropriate.Responsibilities• Provided financial and strategic advice to the General Manager and Executive Director• Prepared and managed Group short term and long-term forecasts• Implemented process improvements• Advised on business transformation initiatives

Impact Advisory is a professional services firm that provides virtual CFO and business advisory services to small and medium sized enterprise.Achievements • Successfully acted as vCFO for several companies. Provided strategic advice on key financial matters such as business acquisitions, cash flow management, contract negotiations and assisting with financial modelling• Assisted a $10m turnover IT services business with the potential acquisition of an Australian competitor. I provided due diligence services including reviewing financial results, modelling the impact of the acquisition, negations with the vendor, identifying potential risks to my client and ways to mitigate such risks• Provided key project management services to a $20m turnover group undertaking a restructuring and rebranding exercise. This included contract negotiations, liaison with financiers, lessors and suppliers for assignment / novation of contracts