Summary
Overview
Work History
Education
Skills
Websites
References
Timeline
Generic

Kirtika Swami

Wellington,NZ

Summary

Results-driven and detail-oriented finance and data professional with over five years of experience across local government, banking, and consulting. Proven expertise in financial analysis, data interpretation, process improvement, and stakeholder engagement. Adept in Excel, Power BI, and compliance frameworks, with a strong foundation in commerce and applied management. Seeking to leverage analytical and communication skills to drive strategic decision-making in a data-driven role.

Overview

9
9
years of professional experience

Work History

Rates Team Leader

Upper Hutt City Council
01.2024 - 08.2024
  • Support, advise and supervise the Rates Team to ensure objectives are met.
  • Administer the debt collection processes for rates arrears in accordance with Council Debt Management policy and the Local Government (Rating) Act 2002.
  • Provide information internally and externally about Council’s Rates policies, the Local Government (Rating) Act 2002 and the Rates Rebate Act of 1973.
  • Review existing processes and suggest improvements and efficiencies.
  • Implement control improvements as identified by external or internal audit reviews.
  • Working with the Rates Analyst and Financial Controller for annual rates setting.
  • Management of the Regional Council Rates Contract.
  • Manage relationships with the Valuation Service Provider (VSP), other councils and other Upper Hutt City Council departments.

Rates Analyst

Wellington City Council
06.2022 - 01.2024
  • Maintaining the accuracy of the Rating Information Database in accordance with LGRA 2002, council policy and delegated financial authority.
  • Undertake regular data integrity and reconciliation processes.
  • Collaborate with internal and external colleagues to exchange data and ensure accurate rates, water meter, customer and property information is maintained.
  • Identify and recommend opportunities for process and systems improvements.
  • Work with teams and relevant parties to develop and execute improvement.
  • Process the setting, assessment, and invoicing of rates within agreed timeframes.
  • Maintain rates parameters for setting rates.
  • Ensure rates cycle testing is completed.
  • Undertake data analysis as requested to fulfil LGOIMA (Local Government Official Information and Meeting Act) requests, councilors queries, management requests, business unit requests and planning purposes.

CDD Associate

BNZ
Auckland, New Zealand
11.2021 - 06.2022
  • Undertaking required customer due diligence activities by completion of reviews on personal and non-personal accounts such as Companies, Trusts, Sole Trader, Formal/Informal groups etc. to ensure they meet all compliance requirements.
  • Use the BNZ Know Your Customer programme and where necessary conduct outreach to stakeholders/customers to ensure the accounts are compliant with legislation like AML/CFT.
  • Actioning or referring requests to/from the bank's frontline/relationship management channels in relation to management of customer cases.
  • Maintaining effective relationships with internal and external stakeholders.
  • Analyzing current processes, practices, and detection methods to identify opportunities for improvements and sharing best practice with the team and others.

Contract Coordinator

Johnson Controls
Auckland, New Zealand
05.2021 - 11.2021
  • Developing, reviewing, and negotiating variations to contracts and services.
  • Responding to inquiries and resolving problems concerning contracts, services provided, and persons affected.
  • Trying to expand the business with existing customers.
  • Managing paperwork associated with contracts and services provided.
  • Advising senior management on matters requiring attention and implementing their decisions.
  • Preparing and analyzing reports concerning the organization’s activities.

Senior Auditor

Ernst & Young
India
01.2016 - 01.2019
  • Managing a team of associates.
  • Preparing financial statements for management, shareholders, and governing & statutory bodies.
  • Identifying, managing, and reporting on financial risks.
  • Conducting financial examinations, preparing reports, and undertaking reviews.
  • Reporting to management on the existence and effectiveness of the system of internal controls.
  • Providing assurance on the accuracy of financial reports and their compliance with statutory requirements.

Education

Postgraduate Diploma in Applied Management -

Eastern Institute of Technology
Napier
12.2020

Master of Commerce -

Indira Gandhi National Open University
India
12.2018

Bachelor of Commerce (Hons) -

University of Delhi
India
12.2016

Currently Pursuing Data Analytics Course - Python, SQL, Excel, Tableau, Power BI, Google Data Studio

Part Time

Skills

  • Stakeholder Engagement
  • Analytical Thinking
  • Process Improvement
  • Communication
  • Compliance & Policy
  • Leadership & Initiative
  • Technical Skills

References

Available upon request

Timeline

Rates Team Leader

Upper Hutt City Council
01.2024 - 08.2024

Rates Analyst

Wellington City Council
06.2022 - 01.2024

CDD Associate

BNZ
11.2021 - 06.2022

Contract Coordinator

Johnson Controls
05.2021 - 11.2021

Senior Auditor

Ernst & Young
01.2016 - 01.2019

Postgraduate Diploma in Applied Management -

Eastern Institute of Technology

Master of Commerce -

Indira Gandhi National Open University

Bachelor of Commerce (Hons) -

University of Delhi

Currently Pursuing Data Analytics Course - Python, SQL, Excel, Tableau, Power BI, Google Data Studio

Part Time

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