Simon Hart Email & Phone Number

Auckland, Nz

Auckland, New Zealand

Auckland, New Zealand

• Performance management of 300+ sites across NZ.• Led development of labour reporting system (Power BI).• Deliver key labour metrics performance reporting and management.• Re-pricing of Compass services to clients – oversight, performance reporting and management.• Client contracts management – key contracts analysis and negotiations.• Commercial and financial advice.• New business commercial opportunities - profitability modelling and pricing recommendations for bids and proposals.

Auckland, New Zealand

• Oversight and management of BNZ’s investments business.• Board paper preparation and presentation to: BNZ Investment Services Limited Board, BNZ Board Risk Committee, and BNZ New Zealand Regional Audit Committee.• Regulatory disclosures and trustee certifications.

Auckland, New Zealand

• Accountable for the development of BNZ Wealth & Private Bank’s over-arching strategy.• Development and BNZ Executive Team approval for: BNZ’s wealth management operating model, BNZ’s KiwiSaver strategy and commercial model, and BNZ’s affluent investor strategy and customer proposition.

Auckland, New Zealand

• Mergers & Acquisitions.• Evaluation of acquisition opportunities, commercial case development (including financial modelling), coordination of due diligence processes, and transaction execution.• NZ transaction manager for National Australia Bank’s attempted acquisition of wealth management company AXA Asia Pacific Holdings Limited.• NZ transaction lead for National Australia Bank’s acquisition of an equity stake in private wealth management company JBWere.• Transaction lead for BNZ’s acquisition of an equity stake in online accounting software company Xero.

Auckland, New Zealand

• Supported the Programme Director during the implementation of the ‘Partners’ business model at BNZ.• Provided financial and business analysis in relation to the key work-streams: business model design, people, segmentation, brand, site design and location.

Auckland, New Zealand

• New business opportunities, strategic market entry initiatives, joint ventures, and M&A.• Evaluation of new business opportunities, commercial case development (including financial modelling), due diligence, and implementation.• Development and execution of exclusive partnership agreements.• Evaluation of acquisition opportunities.

Auckland, New Zealand

• Accountable for performance improvement in BNZ’s contact centres.• Led the development and implementation of a sales lead management tool used by the contact centres and branches.

Auckland, New Zealand

• Finance partnering with the business through the delivery of financial and business advice to drive commercial and financial outcomes.• Supported three executive team members and their leadership teams: Direct Sales & Service, Marketing, Distribution & Strategy, and People & Culture (HR).

Auckland, New Zealand

• Led the BNZ’s annual planning process from start (business unit target setting) to finish (upload of revenue and cost centre plans for all business units).• Responsible for BNZ’s forecasting processes – forecasting year-end financials for the bank.

Wellington, New Zealand

• Management accounting: financial reporting, performance analysis and forecasting, and planning revenue and costs.

Wellington, New Zealand

• Management accounting: financial reporting, performance analysis and forecasting, and planning revenue and costs.