Phyllis Kae
Hillsborough
Summary
A highly motivated financial professional with over 10 years of experience in financial and management accounting specializing in FMCG. Skilled in financial analysis, budgeting, forecasting and evolving monthly dashboard reports, with a proven track record of driving profitability and operational efficiency. Known for providing strategic insights to divisional managers and senior leadership to foster growth and inform business decisions. Proven ability to collaborate with cross-functional teams to improve financial systems, processes, and reporting tools. Adept at using advanced financial tools such as SAP, Tableau and Excel for business analysis and reporting. A results-driven professional with strong organizational skills, attention to detail, and a collaborative approach to team success.
Overview
14
14
years of professional experience
Work History
Trade Finance Manager
The Kraft Heinz Company
04.2022 - Current
- Lead financial operations for trade spend and margin analysis, overseeing P&L and balance sheet for all trade-related expenses
- Manage a team of two, driving efficiency in financial processes and improving internal control standards
- Provide strategic financial advice to field sales and leadership teams to ensure clean and healthy Customer accounts
- Coordinate and manage pricing, customer deductions and payables to ensure accuracy of promotion accruals and claim processing
- Ownership of Trade Promotional Management system (Demantra) and data integrity
- Played a key role in the rollout of a new Power Application that streamlined processing of AP claims, and improved internal controls, demonstrating a strong commitment to process improvement
- Manage internal/external audit relating to trade promotions to ensure full compliance with policies and SOX
Trade Finance Senior Analyst
The Kraft Heinz Company
10.2021 - 04.2022
- Partnered with sales and finance teams to manage customer deductions, pricing, and trade spend, optimizing profitability through proactive financial insights
- Provided KPIs and early warning signs of performance issues, supporting senior leadership decision-making
Promotions Controller
L’Oréal New Zealand
06.2018 - 08.2020
- Conducted in-depth promotions analysis to assess profitability and performance of campaigns within the Consumer Products Division
- Managed detailed promotions analysis, ensuring the success and profitability of promotional campaigns
- Collaborated with Sales, Finance, and Marketing teams to enhance promotional planning, providing analytical support to optimize strategies
- Oversaw the Promax system (Trade promotional management system), ensuring accurate promotion management, optimization, and reconciliation with SAP
- Utilized SAP, Excel, and Promax to track, report, and manage budgets effectively
- Prepared monthly net sales sign-off reports, aiding business decision-making and resource allocation
- Note: Maternity Leave from Jan 2019 to Aug 2019
Marketing Controller
L'Oréal New Zealand
02.2016 - 03.2017
- Analyzed and reported on marketing costs and supported the budgeting and forecasting processes
- Managed financial records in the marketing database application and ensured data accuracy for financial reporting
- Provided support for international reporting requirements and coordinated with marketing teams to optimize cost management
Finance and Admin Analyst
L'Oréal New Zealand
08.2014 - 02.2016
- Provided financial analysis and reporting to the Finance Controller, General Manager, and various teams
- Assisted in budgeting, forecasting, and pricing structure management
- Supported the Sales and Marketing teams to streamline financial processes and improve operational efficiency
Assistant Accountant
Flight Centre
03.2012 - 08.2014
- Supported month-end processes, including bank reconciliations and journal postings
- Provided financial reports and analysis on performance against budget
- Managed supplier refunds and accounts payable, contributing to smooth operations
Banking Support Accountant
Flight Centre
11.2010 - 03.2012
- Reconciled head office and suspense accounts, ensuring financial accuracy and compliance
- Assisted with audits and maintained proper access levels within banking systems
- Prepared daily banking data reports for senior management, including the CFO and EGM
Education
Chartered Accountant -
Chartered Accountants ANZ (CAANZ)
10.2013
Bachelor of Commerce - Accounting and Finance
The University of Auckland
05.2010
Skills
- Financial Analysis & Reporting
- Budgeting & Forecasting
- Advanced Excel & SAP
- SAP Business Objects
- Business Partnering & Stakeholder Engagement
- Process Improvement & Internal Controls
- Strong Communication & Interpersonal Skills
- Self-Motivated with Strong Attention to Detail
Accomplishments
- ‘We Share the Same Goals’ Award, L’Oréal, 2020, Recognized for long-lasting changes that positively impacted the division's success.
- ‘Spirit Award’, L’Oréal, 2016, Awarded for being a positive team enabler, demonstrating entrepreneurship, passion, and team spirit.
Professional Development
Ongoing commitment to Continuing Professional Development (CPD) through Chartered Accountants ANZ.
Timeline
Trade Finance Manager
The Kraft Heinz Company
04.2022 - Current
Trade Finance Senior Analyst
The Kraft Heinz Company
10.2021 - 04.2022
Promotions Controller
L’Oréal New Zealand
06.2018 - 08.2020
Marketing Controller
L'Oréal New Zealand
02.2016 - 03.2017
Finance and Admin Analyst
L'Oréal New Zealand
08.2014 - 02.2016
Assistant Accountant
Flight Centre
03.2012 - 08.2014
Banking Support Accountant
Flight Centre
11.2010 - 03.2012
Bachelor of Commerce - Accounting and Finance
The University of Auckland
Chartered Accountant -
Chartered Accountants ANZ (CAANZ)
Similar Profiles
Nurul Lutfia CandraNurul Lutfia Candra
System Implementation Specialist at The Kraft Heinz Company - PT. Heinz ABC IndonesiaSystem Implementation Specialist at The Kraft Heinz Company - PT. Heinz ABC Indonesia
Luka SarenacLuka Sarenac
HR Intern - Talen Acquisition at | The Kraft Heinz CompanyHR Intern - Talen Acquisition at | The Kraft Heinz Company
Vishavjeet SalariaVishavjeet Salaria
Forklift Operator at Kraft Heinz CompanyForklift Operator at Kraft Heinz Company