Talented Partner with fourteen years of industry experience. Highly skilled at handling all types of issues successfully. Known for effective problem-solving and goal-oriented planning.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Finance Partner
Entelar Group
01.2023 - Current
Partner with the business by providing effective financial management, insights and professional advice to functional leaders and business teams
Ensure revenue is maximised, and expenditure provides best value for money to deliver agreed outcomes
Budgets are managed within agreed parameters and organisational policies
Provide accurate, timely, commercially insightful financial governance and advice
Assist in the identification of risks and opportunities for programmes and projects
Support appropriate allocation of resources, understanding of performance, identification of risks and opportunities and identification of mitigants and actions to deliver agreed outcomes
Liaise with the broader financial community across Entelar Group and third parties to ensure the organization meets its financial regulatory obligations and delivers value-adding services to their customers
Pro-actively review elements and trends of the business unit supported and put forward recommendations for improvement, profit enhancement, performance optimisation
Identify new and more insightful ways of communicating analytical outcomes to relevant stakeholders
Work closely with stakeholders to understand their plans and needs
Evaluation of financial performance by comparing and analysing actual results with budgets and forecasts
Support financial reporting to the management and external stakeholders, including analysing and reporting on expenditure at an aggregate and individual project expenditure level, and advising on the future financial implications of that expenditure
Deliver budget advice, proactively follow-up common issues and ensure actions are in place to progress resolution of issues
Ensure SLT members, Programme Leads and managers have a good understanding of their budgets and financial performance and are aware of trends and issues
Written reports are high quality accurate, easily understood and highlight key issues.
Collaborated with colleagues and support staff to maximize team efficiency.
Stayed informed on industry developments and market trends to gain competitive advantage.
Provided outstanding service to all individuals, promoting effective, and lasting business relationships.
Spoke with peers to verify task completion, meeting tight deadlines, and schedules.
Developed and implemented strategies to enhance partner relations.
Liaised between partners and internal stakeholders to resolve conflicts.
Networked with other professionals and organizations to expand contacts and opportunities.
Project Accountant
Ventia
01.2022 - 12.2022
Assigned responsibility of the financial management of the assigned project(s) and business units
Primarily focused on the delivery of the month end financials across the three Business Units, providing valuable insights to senior stakeholders
Monitor the progress of projects, looking into variances, approving outgoing inclusive of expenses, and ensuring that project billings are issued to clients and payments collected
Support the ongoing maintenance and updating of the project forecasting and cost control tools to ensure accurate representation of the financial position of each project / contract
Actively support the accurate capture of all labour and plant costs
Proactively investigate and report on personal utilization, productivity, and drive initiatives to improve these metrics
Provide insights into the financial performance of the project, communicating this to the project leadership team
Maintain focus on working capital balances for each project through timely submission of monthly claims
Assist in the identification of risks and opportunities for the project
Contribute to monthly performance reports
Review and action relevant items on the open purchase order, cost & revenue reports before and after month end with the collaboration of the Operations team and Finance Manager
Process revenue/cost accruals and journals as directed by the Finance and Contract Managers
Adhere to monthly finance calendar and admin calendar timelines and deadlines
Maintain excellent knowledge and understanding of standard end to end processes in scope and systems, including handover points with other functions
Develop positive working relationships with other support functions
Complete bank reconciliations for the entire Auckland Business units
Ensure work undertaken and financial performances adhere to Ventia’s rules and guidelines
Complete analysis of the month end reporting to senior stakeholders
Deliver excellent service to allocated contract(s)/business units
Liaise with project managers, providing them costs reports on a weekly basis and helping them with claims to clients such as Auckland Transport
Assist with audits, budgets and prepare forecasts
Prepare and process journals and requests
Continuously improve the processes and functions through the development of new initiatives with considerations to business results
Process month end and review financial information with managers and make any adjustments before finalising monthly results
Responsible for forecasting for the Auckland business units.
Monitored project costs, developed job cost forecasts, managed cash flow and approved invoices for payment.
Read, escalated and reported invoices for projects of varying size and complexity.
Eliminated discrepancies by carefully reviewing budgets to prevent overspending and adhere to financial objectives.
Authorized and reviewed funds transfers into and out of project accounts.
Set up and managed project accounting systems.
Contacted customers to immediately find resolutions for escalated issues.
Reported and assessed project profitability to leadership.
Project Accounting Analyst
Auckland UniServices Ltd
01.2018 - 12.2021
Effectively manage relationships with key stakeholders – oversee and monitor critical activities relating to contracts, budgets and project milestones – coordinate and provide support to essential financial and contractual functional areas – full accountability for completing month-end Accounting for the English Language Academy, provide services as both a Project Accountant and Accountant for the ELA business unit – worked in collaboration with multiple government agencies on a number of high profile projects
Financial oversight, management, and full responsibility for all projects, with values up to $10M
Building and fostering mutually beneficial relationships with Heads of Departments, senior managers, and clients
Playing a key role in providing information to internal and external Auditors
Draft proposals for major clients such as the Ministry of Foreign Affairs and Trade
Completing month-end activities such as revenue recognition, approving journals, bank and Paymark reconciliations, applying outstanding credit and debit and matching them off, preparing variance reports and ad hoc reporting
Accurately complete reconciliations of project financials, offer support to the budgeting process as a Subject Matter Expert, actively assisting with daily contract administration functions
Maintain in-depth knowledge of various Business Units and their primary objectives, establish strategies to ensure all targets are achieved
Work in liaison with the Management Team in undertaking comprehensive risk assessments to underpin the strategic planning process
Actively take part in evaluating and implementing process improvements, involved in career development and employee recognition initiatives
Complete month-end tasks, including assessing revenue, processing journals, managing budgets, and preparing detailed proposals for the English Language Academy.
Reconciled accounts and resolved both internal variances and discrepancies in external documentation.
Prepared quarterly balance sheet reconciliations to obtain accurate picture of organization's financial situation.
Researched billing and invoice problems and resolved issues in compliance with established standards.
Analyzed trends and monitored customer behaviors to serve as predictors for future marketplace actions.