AdvisorConsultantAccountantTax AgentForensic Accountant

During my time at WilliamsWarn, we made some good beer... Oh, and also I designed and built a sales & inventory forecasting tool which has reduced stock on hand while still ensuring adequate stock to meet demand, designed a SQL reporting system to report on our sales & product performance as well as warehouse productivity and output. I’ve also implemented a budgeting and forecasting system and improved the monthly board reporting content and process. My duties included but are not limited to the following:- Managing cash flow and investment- Managing Forex/Treasury- Managing the Finance Team- Maintaining and managing relationships with banks and suppliers- Compiling and managing budgets and rolling forecasts- IRD reporting (GST, PAYE etc)- Managing payroll and ensuring statutory compliance- Data analysis and reporting- Monthly management, financial and board reporting- General ledger maintenance- Accounts payable / Accounts receivable- Implementation and streamlining of processes- IT support and system maintenance- SQL reporting- Daily sales and dispatch reporting- Stock level reporting and optimization- Compilation of IFRS compliant annual financial statements - Liaising with external auditors and managing the annual audit

During my time at Johnny Appleseed, I improved systems, implemented an automated accounts payable system, redesigned and implemented a cloud based payroll and time recording system across our office, packhouse and orchard operations, as well as managing a complete IT system overhaul and finance team restructure. My duties included but are not limited to the following:- Managing cash flow and investment- Managing Forex/Treasury- Managing the Finance Team- Maintaining and managing relationships with banks and suppliers- Compiling and managing budgets and rolling forecasts- IRD reporting (GST, PAYE etc)- Managing payroll and ensuring statutory compliance- Data analysis and reporting- Monthly management, financial and board reporting- General ledger maintenance- Accounts payable / Accounts receivable- Implementation and streamlining of processes- IT support and system maintenance- SQL reporting- Orchard costs analysis and reporting- Crop / variety profit and loss analysis- Packhouse cost and efficiency reporting- Compilation of IFRS compliant group annual financial statements

My duties included, but were not limited to the following:- Data analysis- Monthly management and financial reporting- IRD reporting (GST, PAYE , FBT etc)- General ledger maintenance- Accounts payable / accounts receivable- Streamlining of processes- Orchard costs analysis and reporting- Crop / variety profit and loss analysis- Packhouse cost and efficiency reporting- Assisting in compilation of IFRS compliant group annual financial statements- IT support

My duties included, but were not limited to the following:- Compilation of annual financial statements- Taxation- Team leader / reviewing of team members assignments and financial statements- Practice billing- Workflow management- Due diligence reviews- Consulting on format of IFRS / IPSAS RDR financial statements- Development of monthly reporting service for clients

Our services included, but were not limited to:- Monthly management reporting and business advisory- Monthly accounting duties including general ledger maintenance- Profit and loss calculations- Accounts payable / accounts receivable- Payroll - Data analysis and reporting- Financial statement analysis- Taxation- Statutory reporting- Compilation of IFRS compliant annual financial statements- Secretarial services- Sales of accounting software- IT support- Practice and business management- Project management- Data reconstruction- Forensic / fraud / loss of income investigations- Interviewing / questioning of suspects- Internal auditing- KPI reporting- Cost accounting- Inventory management- Budgeting & forecasting

As part of our professional institute's membership requirements, all members are required to complete three years of practical training. This training was completed during 2007.Our services included, but were not limited to:- Monthly management reporting and business advisory- Monthly accounting duties including general ledger maintenance- Profit and loss calculations- Accounts payable / accounts receivable- Payroll - Taxation- Statutory reporting- Compilation of IFRS compliant annual financial statements- Secretarial services- Sales of accounting software- IT support- KPI reporting- Cost accounting- Inventory management