Analytical professional with strong background in financial modeling and risk management. Highly experienced and tech-savvy with strong leadership and relationship building skills. . A high achiever, results-oriented and equally people-focused leader with a passion for process improvements to optimize financial operations and strategic objectives.
Overview
22
22
years of professional experience
Work History
Lead Investment Analyst
Kainga Ora - Homes And Communities
02.2019 - Current
Streamlined internal processes, resulting in improved efficiency for the investment team.
Developed comprehensive financial models to support investment decisions.
Established key procedures for teams preparing project feasibilities, financial models, and presentations.
Gathered data and built financial models around key financial metrics.
Developed financial models to assess potential investments and identify potential risks.
Conducted detailed investment analysis, calculations and reports.
Senior Finance and Reporting Analyst
Chorus Limited
10.2016 - 02.2019
Responsible for providing best practice performance reporting, analytics and insight to support the Chorus Commercial Office and Product Sales & Marketing
Successfully led the reporting of a multi-million-dollar revenue initiative project including implementation and testing of a billing solution
Created best practice performance reports and new reporting templates to drive efficiencies and revenue growth.
Improved existing reporting by researching data sources, compiling data and designing output.
Provided actionable insights through detailed analysis of complex datasets, driving business improvements.
Financial Analyst - ANZ Services
Microsoft New Zealand Limited
05.2015 - 08.2016
Provided business support and analysis to the ANZ Services Business
Responsible for P&L management support, business support, P&L analysis, and other activities
Created forecasting models and templates to improve forecast accuracy
Participated in the Global Month-end Close process & reporting redesign project.
Collaborated with cross-functional teams to optimize budgets, resulting in improved resource allocation.
Financial Controller
Certus Solutions Limited
02.2009 - 02.2015
Responsible for the financial stewardship of the Certus Group of companies in New Zealand and Australia
Collaborated closely with business unit GMs to establish accurate budgets and monitor performance against targets.
Identified areas for operational improvement through detailed financial analysis, leading to increased profitability and reduced expenses.
Streamlined revenue recognition procedures for improved accuracy in sales forecasting.
Improved financial reporting accuracy by streamlining processes and implementing efficient financial controls.
Mitigated risk by implementing internal controls and safeguards for revenues and expenditures.
Assisted with creating strategic plans and supported tactical initiatives to execute cost-savings deliverables.
Financial Performance & Planning Manager
Spark New Zealand Limited
03.2007 - 02.2009
Partnered with the Technology Operations/Gen-I ICT Leadership teams on divisional forecasting, planning, and P&L management
Provided financial insights, developed forecast models, and participated in the development of customer profitability reporting.
Coordinated closely with operations teams to ensure seamless integration between project planning stages and actual implementation activities.
Evaluated project performance, identifying areas for improvement and implementing necessary changes.
Championed continuous improvement initiatives within the planning department, identifying opportunities for enhanced performance outcomes.
Finance Manager - NZ and SWPI
International Air Transport Association
04.2002 - 03.2007
Responsible for the financial management and over-all finance and IT operations for NZ and the South West Pacific Islands
Implemented cost savings initiatives, business process, and systems improvements.
Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
Spearheaded implementation of financial software systems to enhance productivity and reporting capabilities.
Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
Education
CTA1 Foundation Course - Australian Tax
The Tax Institute
Diploma in Business Programming -
The Spherion Group
NZ Taxation, Commercial and Finance law papers - completed
The Open Polytechnic of New Zealand
Bachelor of Science - Major in Accounting
University of Santo Tomas
Skills
Financial statement analysis and management
Budgeting and Forecasting
Billing and Treasury management
Compliance & Statutory reporting
Tax, Internal/External audit
Data visualisation/BI tools - Power BI
Microsoft Office 365 and all MS Office applications - MS Excel (Advance user)
Oracle - OBIEE v12, Tableau
System administrator - MS Dynamics, Estatemaster, Changepoint
TM1, CRM, Hyperion, SAP
Affiliations
Chartered Accountants Australia and New Zealand, Associate Chartered Accountant (ACA)
Philippine Institute of Certified Public Accountant, licensed Certified Public Accountant (CPA)
Career Accomplishments
Leadership and Business Partnering, Influenced and partnered with Leadership teams including Sales & Marketing to increase their financial awareness and effectively manage their capital and opex budgets. Lead and collaborated with onshore, offshore and cross functional teams to improve financial performance and deliver operational excellence
P&L Management and Cost Control, Influenced business leaders and driven teams to deliver cost savings and meet/exceed targets. Identified risks and opportunities to maximize revenue generation and reduce costs
Forecasting and Planning, Created forecasting models to improve forecast accuracy. Created various financial models (cash flow, customer profitability, commissions calculations, budgeting models) for effective business planning and capital and expense management
Continued Business Process improvement, Successfully lead and coordinated IT systems implementations (scoping, documentation, process/data mapping, UAT, and staff training), process and policy changes to accommodate business growth and maintain internal controls. Created simple and easy to use templates and knowledge items for non-financial users. Conducted staff training to maximize the use of new system functionalities, understand new company procedures and policies
Timeline
Lead Investment Analyst
Kainga Ora - Homes And Communities
02.2019 - Current
Senior Finance and Reporting Analyst
Chorus Limited
10.2016 - 02.2019
Financial Analyst - ANZ Services
Microsoft New Zealand Limited
05.2015 - 08.2016
Financial Controller
Certus Solutions Limited
02.2009 - 02.2015
Financial Performance & Planning Manager
Spark New Zealand Limited
03.2007 - 02.2009
Finance Manager - NZ and SWPI
International Air Transport Association
04.2002 - 03.2007
CTA1 Foundation Course - Australian Tax
The Tax Institute
Diploma in Business Programming -
The Spherion Group
NZ Taxation, Commercial and Finance law papers - completed
The Open Polytechnic of New Zealand
Bachelor of Science - Major in Accounting
University of Santo Tomas
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