Summary
Overview
Work History
Education
Skills
Timeline
Generic

Swapna Hart

Rotorua,BOP

Summary

Experienced financial professional with strong track record in driving financial strategies, managing budgets, financial reporting, analysis, and compliance. Strong focus on team collaboration and achieving results. Known for adaptability and reliability. Skilled in forecasting, risk management, and financial planning. Strong focus on team collaboration and achieving results. Known for adaptability and reliability.

Overview

21
21
years of professional experience

Work History

Financial Controller

ADT Security Limited
10.2023 - Current
  • Oversaw all aspects of the month-end close process, ensuring timely completion of accurate financial statements for executive review.
  • Managed payroll to comply with predetermined company guidelines.
  • Reduced operating costs through meticulous budget management and cost analysis.
  • Managed a team of finance professionals, providing guidance, support, and ongoing training to ensure continued growth and development.
  • Improved financial reporting accuracy by streamlining processes and implementing efficient financial controls.
  • Collaborated closely with department heads to establish accurate budgets and monitor performance against targets.
  • Conducted regular variance analysis between actual results and budget projections to identify trends or issues requiring further investigation or action by management staff.
  • Ensured compliance with regulatory requirements by conducting thorough internal audits and implementing necessary corrective actions.
  • Developed comprehensive financial models for strategic planning and decision-making purposes.
  • Collaborated with executive team and prepared annual capital and operating budgets, forecasts and all financial reporting and analysis.
  • Led organizational cash flow and cash flow forecasting initiatives.
  • Identified areas for operational improvement through detailed financial analysis, leading to increased profitability and reduced expenses.
  • Assisted in the preparation of annual tax filings, ensuring full compliance with local, state, and federal regulations.
  • Supported executive-level decision making through the development of clear KPIs, financial metrics and dashboards.
  • Spearheaded the implementation of new accounting software, resulting in increased efficiency and improved financial tracking capabilities.
  • Prepare balance sheets, cash flow reports and income statements.
  • Prepare FS for group and standalone audit for NZ entity in accordance with NZ GAAP.

Business Finance Manager

Johnson Controls
09.2022 - 10.2023
  • Facilitated smooth integration of acquired businesses through effective coordination of various finance-related tasks during pre and post-merger periods.
  • Streamlined financial reporting processes for increased accuracy, timeliness, and ease of comprehension.
  • Developed strategic financial plans for long-term organizational growth and sustainability.
  • Enhanced stakeholder communication through regular presentation of clear, concise financial updates and actionable insights.
  • Collaborated with cross-functional teams to optimize resource allocation and ensure alignment with financial objectives.
  • Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
  • Trained new and existing staff members in various financial procedures to prepare for job requirements.
  • Executed vendor setup and payment, administration of bank accounts and account reconciliations.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
  • Supported financial director with special projects and additional job duties.
  • Designed and maintained financial models to identify and measure risks.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.

FP&A Analyst

Johnson Controls
08.2014 - 08.2022
  • Strengthened internal controls through regular testing, identification of gaps, and implementation of corrective actions as needed.
  • Retrieved and organized data into required reporting formats to provide basis for comparison and evaluation.
  • Optimized resource allocation by assisting in the annual budget planning process and identifying areas for improvement.
  • Expanded market share analysis capabilities through competitive benchmarking studies, providing valuable intelligence to inform business strategies.
  • Responsibility for ADT Consumer Security B2C ʻRetailʼ business statistics weekly, monthly and quarterly reporting for New Zealand.
  • Work on RIF (Revenue in Force), New Customer Acquisition, Cancellations, SAC (subscriber acquisition cost), etc.
  • Analyze cancellations root cause, and prepare lines forecast for management review.
  • Work on MV lease, Accruals, Tax provision details etc.
  • Handle CAPEX requests and allocation.
  • Assisting with peer review of adherence with internal audit functions, compliance with relevant group policies.
  • Liaising with external auditors, external accountants to answer queries.
  • Analyzing and submitting data for budgets, forecast, sales and AR.
  • Key contributor to monthly forecast and annual budget processes by analyzing trend, reviewing historical activities and sales forecast.
  • Pressure test sales forecast and review Month‑on‑Month variance and changes.
  • Performing comprehensive variance analysis and identify root‑cause for variances; Revenue Actuals vs Forecast, Costs Actuals vs Forecast.
  • Support management with Cost optimizations reviews. FCF analysis and forecasting cashflow. Identify issues, risks and benefits of existing and proposed solutions and communicating business impacts as requested.
  • Review and analysis of business unit P&L to ensure correct classification and matching of revenue and expenses.
  • Estimating costs and identifying business savings. Review Incentive calculations for Dealers/Sales staff and managers. Manage physical inventory process, analyzing stock variances, and provide solutions to the management.
  • Assist management with reviewing business processes and recommend opportunities for process improvements.
  • Fixed Asset Maintenance which includes equipment, labour and subcontractor asset preparation and loading, preparing the necessary FA template. Disposals and reconciliations of fixed assets.
  • Key team player in establishing FA process in place Preparation of month end journals and GL reconciliation assistance in month end and year end completion reporting requirements, maintaining financial files/data.
  • Monthly management reporting. Provide direct support and assistance in the budget process and

STS Account Administrator

Johnson Controls
10.2012 - 08.2014
  • Responsible for processing of payments, Dealer Payments, Reconciliation, Audit, and sales commissions.
  • To verify each sub‑contractor invoices against job details and to ensure that variations are accounted for and billed to the customer.
  • To ensure that rates charged by the sub‑contractors is as per agreement.
  • Provide monthly reports to finance department of outstanding jobs and equipment accruals.
  • To ensure supplier purchase orders are receipted and payment made on timely basis
  • To resolve any payment issues relating to purchase orders and/or sub‑contractor invoices.
  • To ensure all unused equipment are returned to the supplier within the prescribed timeframe
  • Identify any discrepancies and provide resolution

Assistant Manager of Operations

HSBC
12.2003 - 01.2011
  • To provide Business reports within the prescribed timeline.
    To process mortgage payments (debits and credits) on customers' accounts.
  • Conduct audit checks daily to ensure no operational loss to the business.
    Ensure accounts receivables and payables are up to date and tally without any discrepancies.
  • Provide clear leadership to the team to ensure team and individual performance against objectives are met.
  • Lead by example through service excellence and driving Quality initiatives for improved Customer service.
  • Identify and escalate potential showstoppers and provide solutions.
    Develop staff to achieve their full potential ensuring PDPs are undertaken and are effective.
  • Create a supportive work environment driven by people centric values.
    Acquire complete understanding of relevant processes and monitor queues
  • Handle escalations and resolve complex process related queries
    Write business letters and reports and respond to any business mails on priority.
  • Knowledge of, and experience in problem solving techniques
    Derive insight from large amounts of data from diverse sources.
    Build rapport with and relate to a wide range of people
  • To provide excellent leadership and lead the team by example

    Other than the above‑mentioned responsibilities, I have had the opportunity to train the entire
    collections team in Manila (Philippines) in the month of Feb‑2010.

Education

Master of Professional Business Studies - Accounting

Auckland University of Technology
Auckland
12.2011

MBA -

Mangalore University
Mangalore, India
07.2003

Bachelor of Commerce - Accounting

Besant Womens College
Mangalore University
06.2001

Skills

  • Internal controls
  • Cash flow management
  • Tax compliance
  • Corporate finance
  • Financial forecasting
  • Pricing and costing
  • Financial strategy management
  • Month-end and year-end closings
  • Balance sheet management
  • Audit preparation
  • Account reconciliation
  • Staff management
  • Financial management
  • General ledger management

Timeline

Financial Controller

ADT Security Limited
10.2023 - Current

Business Finance Manager

Johnson Controls
09.2022 - 10.2023

FP&A Analyst

Johnson Controls
08.2014 - 08.2022

STS Account Administrator

Johnson Controls
10.2012 - 08.2014

Assistant Manager of Operations

HSBC
12.2003 - 01.2011

Master of Professional Business Studies - Accounting

Auckland University of Technology

MBA -

Mangalore University

Bachelor of Commerce - Accounting

Besant Womens College

Similar Profiles

CREATE PROFILE
Swapna Hart