Alexandra Crawford

Company Information

• Frank accounting is twenty-person, consulting led accounting and advisory firm.

Key Responsibilities

• Leading monthly and quarterly management reporting meetings with owners/CFOs
• Leading and training client's financial accounting teams for month-end close
• Annual budgets
• Cashflow forecasting
• Business valuations
• Strategy sessions to build financial and operational strategies
• Negotiations with the bank and IRD
• Transaction support for land and business purchases
• Leading remote team members for tpreparation of annual accounts and tax returns

Key Clients

• Small to medium enterprises with turnover ranging from NZD $1 million to NZD $50 million per annum
• Key sectors: Insurance, education, retail, manufacturing and game development

Key Achievements

• Managed the largest portfolio in the company (NZD $980,000 in FY23)
• Company restructure ($33 million turnover) – business valuation, presentation to buyers, management of the legal team to action all change. Successfully raised capital of NZD $980,000
• Helped build and deliver the “fix you finance function” product, (NZD $30,000), which moves companies to a two-day month-end close, automates processes, improves finance processes reporting and provides recommendations for financing and cashflow

Company Information

• PwC New Zealand employs over 1,700 employees across the country and offer a range of services including audit and assurance, consulting, risk assurance, deals and financial advisory services

Key Responsibilities

• Led audits from planning through to completion
• Presentation of the audit report to CFOs and FCs
• Review of time and cost on the audit and negotiating subsequent bills to the client for overruns
• Managed the time of the managers and partners on the audit and escalated key issues to them directly
• Coaching of junior members on the team and remote team members in the Philippines
• Dealing directly with our business valuation, audit of tax and accounting standards teams

Key Clients

• NZME Limited – media and entertainment, turnover of NZD $350 million
• Hallenstein Glasson Holdings – retail, turnover of NZD $350 million
• Fisher and Paykel Healthcare – healthcare, turnover of NZD $760 million
• Non-listed companies and groups in the manufacturing and retail industries, with turnovers ranging up to NZD $4 billion

Key Achievements

• Successfully led the audit of the Hallenstein Glasson Holdings on-time and in-budget. The audit file was externally reviewed by global PwC reviewers with no findings
• Researched and wrote the published report “Climate-related disclosures in New Zealand – overview of the current state” which analysed climate-relating reporting in the NZX 100
• Presented to the senior management team of a large, privately owned retail company (turnover NZD $4 billion) to outline the risks existing around the valuation of their property portfolio. The proposed valuation method was accepted and implemented in the following year
• Presented to the senior management team of a large retail company (turnover NZD $2 billion) to analyse the aging of its substantial inventory balance to identify the biggest risk areas with the aim to change buying patterns and avoid inventory obsolescence.