Summary
Overview
Work History
Education
Skills
Hobbies and Interests
References
Timeline
Generic

Sophie Williamson

Hawkes Bay,Havelock North

Summary

I am a commercial finance business partner with experience across various industries building positive relationships with business leaders, supporting them to make informed commercial decisions. I am organised and dependable, with an ability to handle multiple projects simultaneously.

Overview

11
11
years of professional experience

Work History

Senior Commercial Business Partner - Operations

T&G Global
04.2020 - Current

The primary purpose of my role is to provide high quality financial insight, analysis, and recommendations to the T&G Global Apples Orcharding business and to enable them to fully understand and evaluate financial trends and forecasts.

I am also responsible for

  • supporting the creation of an annual operating plan,
  • reporting on this plan using key KPI metrics and
  • assisting the business through financial and commercial insight to meet their financial plan while identifying business risks and opportunities.

Financial Reporting Manager

Napier Port
06.2019 - 03.2020
  • Preparation of Napier Port's external financial reporting in accordance with NZ IFRS and NZX requirements
  • Develop and maintain strong professional relationships with external auditors and other stakeholders
  • Partner with the Management Accountant and wider Finance Team to ensure timely and insightful management reporting and analysis.

Senior Global Accountant

Icebreaker NZ Ltd
02.2019 - 06.2019
  • Consolidate monthly all regional and head office actuals/budget to provide an accurate global view
  • Assist with statutory reporting obligations as well as Group obligations now required by VF Corporation (US based)
  • Provide assistance and support where needed to all regional finance teams.

Finance Business Partner, COO

LGIM (Legal and General Investment Management)
06.2018 - 12.2018
  • Responsible for controlling, reporting on and analyzing the Chief Operating Officer's expense base
  • Reporting and commercial monthly analysis for key contacts within the COO business
  • Management of the rolling forecast process and executive commentary to the CFO
  • Complete ownership of the month-end process and liaising with Operational Finance
  • Control of the cost base, through understanding and challenging cost centre managers.

Private Equity Financial Controller

Barclays Investment Bank
06.2017 - 05.2018
  • Provided a full front to back finance service for private equity entities
  • Analysis and deliverables to various teams within the Bank
  • Monthly preparation of management accounts
  • Preparation of annual statutory financial statements under IFRS.

Financial Assurance Manager

PwC Auckland
12.2016 - 01.2017
  • Provided assurance services to a portfolio of clients in the banking, foreign exchange, insurance, and fund management sectors
  • Managed teams in the execution of external audits.

Financial Assurance Senior Associate

PwC Auckland
01.2016 - 12.2016
  • Provided assurance services to a portfolio of clients in the banking, foreign exchange, insurance, and fund management sectors
  • Managed teams in the execution of external audits.

Financial Assurance Associate

PwC Auckland
01.2013 - 12.2015
  • Provided assurance services to a portfolio of clients in the banking, foreign exchange, insurance, and fund management sectors
  • Managed teams in the execution of external audits.

Education

Chartered Accountant (CA) NZICA -

CAANZ
Auckland, NZ
01.2015

Graduate Diploma endorsed in Business -

Otago University
Dunedin
01.2012

Bachelor of Commerce - Accounting

Otago University
Dunedin
01.2011

NCEA Level 3 and University Entrance -

Baradene College of The Sacred Heart
Auckland, NZ
01.2008

Skills

  • Intermediate knowledge of all Microsoft Office software programs
  • Strong analytical and communication skills
  • Enjoys communicating and building relationships with people both in a professional and social context
  • Motivated, displays initiative, attention to detail and demonstrates a high work ethic

Hobbies and Interests

  • Running
  • Tennis
  • Scuba diving
  • Reading
  • Travelling
  • Socialising with friends

References

Available on request

Timeline

Senior Commercial Business Partner - Operations

T&G Global
04.2020 - Current

Financial Reporting Manager

Napier Port
06.2019 - 03.2020

Senior Global Accountant

Icebreaker NZ Ltd
02.2019 - 06.2019

Finance Business Partner, COO

LGIM (Legal and General Investment Management)
06.2018 - 12.2018

Private Equity Financial Controller

Barclays Investment Bank
06.2017 - 05.2018

Financial Assurance Manager

PwC Auckland
12.2016 - 01.2017

Financial Assurance Senior Associate

PwC Auckland
01.2016 - 12.2016

Financial Assurance Associate

PwC Auckland
01.2013 - 12.2015

Chartered Accountant (CA) NZICA -

CAANZ

Graduate Diploma endorsed in Business -

Otago University

Bachelor of Commerce - Accounting

Otago University

NCEA Level 3 and University Entrance -

Baradene College of The Sacred Heart
Sophie Williamson