Summary
Overview
Work History
Education
Skills
Timeline
Generic

VAUGHAN KARENA

Financial Analysist
Wellington

Summary

Experienced financial analyst with a proven track record in financial analysis and strategic decision-making. I bring a wealth of knowledge in financial modeling, forecasting, and optimizing profitability. Recently, I dedicated the past 20+ years to being a primary caregiver for my mother, which has honed my interpersonal skills, empathy, and ability to handle complex situations with leadership. Now ready to re-enter the workforce, I am eager to leverage my financial expertise and caregiving experience to contribute effectively to a dynamic organization, combining analytical awareness with compassion and adaptability.

Overview

35
35
years of professional experience

Work History

Primary Caregiver

Home Care
03.2004 - 07.2022

Duties and Responsibilities:

  • Assisting with activities of daily living, including bathing, dressing, grooming, and toileting.
  • Administering medications, monitoring health conditions, and coordinating with healthcare professionals.
  • Providing emotional support, companionship, and creating a safe and comfortable environment.

Skills Demonstrated:

  • Compassion and empathy to understand and meet the unique needs of my disabled Mother.
  • Effective communication and interpersonal skills to interact with my disabled Mother and healthcare professionals.
  • Attention to detail, problem-solving abilities, adaptability, and physical stamina to handle various care tasks and unexpected situations.

Financial Analyst/Assistant Director of Finance

Bacardi Global Brands
02.2002 - 03.2004

Duties and Responsibilities:

  • Conducting financial analysis, including evaluating financial data, assessing performance, and providing insight and recommendations to support decision-making.
  • Assisting the financial director in financial planning, budgeting, and forecasting processes.
  • Managing financial reports, coordinating financial activities, and ensuring compliance with regulations and financial policies.

Skills Demonstrated:

  • Strong financial acumen, including knowledge of financial principles, accounting practices, and financial analysis techniques.
  • Analytical skills to interpret financial data, identify trends, and provide meaningful insights for decision-making.
  • Attention to detail, problem-solving abilities, effective communication, and the ability to work with financial software and tools for accurate analysis and reporting.

Financial Analyst

The British Council
08.2001 - 02.2002

Duties and Responsibilities:

  • Budget Planning and Forecasting. Develope, implement, and oversee organizational budgets, ensuring alignment with strategic goals. Uses historical data and market trends to forecast future financial needs and constraints.
  • Financial Monitoring and Reporting. Track expenditure against budgeted amounts, identify variances, and prepare detailed financial reports for senior management. Ensure transparency and data-driven decision-making.
  • Cost Control and Efficiency. Analyze financial performance to identify opportunities for cost savings and operational efficiencies. Recommends strategies to optimize resource allocation and reduce unnecessary spending.

Skills Demonstrated:

  • Compliance and Risk Management. Ensure all budgetary activities comply with internal policies, accounting standards, and regulatory requirements. Identifies financial risks and implement mitigation strategies.
  • Stakeholder Collaboration. Work closely with department heads and finance teams to gather input, understand departmental needs, and provide guidance on budget-related decisions. Acts as a liaison between financial and non-financial stakeholders.
  • Analytical and Strategic Thinking. Demonstrate strong analytical skills through financial modeling, trend analysis, and performance evaluation. Translates complex financial data into actionable insights that support long-term planning.

Account Manager

ExxonMobil
01.2002 - Current
  • Company Overview: ExxonMobil Australian Mining Sector
  • Manage and maintain relationships with ExxonMobil clients, acting as the main point of contact and understanding their business objectives and needs.
  • Develop account plans, drive growth, and maximize revenue by identifying upselling and cross-selling opportunities within existing accounts.
  • Collaborate with internal teams, execute marketing strategies, negotiate contracts, and ensure client satisfaction and compliance with ExxonMobil standards.
  • Strong business acumen, leadership, and management skills to effectively lead client relationships and achieve business goals.
  • Excellent communication and negotiation skills to interact with clients, internal stakeholders, and external parties.
  • Strategic thinking, problem-solving abilities, and adaptability to address client challenges, make informed decisions, and drive results in a dynamic business environment.
  • ExxonMobil Australian Mining Sector

Credit Controller

Ministry of Health
01.1998
  • Monitor and manage the credit control process, including assessing creditworthiness, setting credit limits, and reviewing credit terms for healthcare service providers.
  • Ensure timely collection of payments from healthcare service providers, handle payment disputes, and coordinate with internal departments and external entities to resolve outstanding issues.
  • Maintain accurate records of credit transactions, perform reconciliations, and generate reports to track and analyze credit control metrics for the Ministry of Health.
  • Financial acumen and knowledge of credit management principles, accounting practices, and financial analysis techniques specific to the healthcare industry.
  • Strong communication and negotiation skills to interact with healthcare service providers, internal stakeholders, and external entities.
  • Attention to detail, analytical skills, and the ability to manage large volumes of financial data to ensure accuracy in credit control processes and reporting.

Franchise Owner Operator (Multiple Sites)

Calendar Club
01.1998 - 01.2001
  • Oversee operations, staffing, and customer service across multiple franchise locations, ensuring consistent quality and adherence to franchise standards.
  • Develop and implement strategic plans for each site, including marketing strategies, inventory management, and financial performance monitoring.
  • Coordinate with store managers, provide guidance and support, and monitor financial performance across all sites.
  • Strong leadership and management skills to effectively oversee multiple locations, delegate responsibilities, and provide guidance to store managers.
  • Excellent communication and interpersonal skills to coordinate with multiple teams and stakeholders across different sites, fostering collaboration and effective communication.
  • Strategic thinking, analytical skills, and financial acumen to assess performance, identify areas for improvement, and make data-driven decisions to optimize operations and drive profitability across all franchise locations.

Franchise Owner Operator

Calendar Club
01.1990 - 01.1998
  • Oversee all aspects of the franchise operation, including staffing, inventory management, sales, and customer service.
  • Implement marketing strategies, manage the store's visual merchandising, and ensure compliance with franchise standards.
  • Monitor financial performance, budgeting, and financial reporting, while fostering positive relationships with customers and stakeholders.
  • Strong business acumen and leadership skills to effectively manage operations, drive sales, and achieve financial targets.
  • Excellent communication and interpersonal skills to provide exceptional customer service and build relationships with customers and stakeholders.
  • Analytical skills to monitor financial performance, make data-driven decisions, and implement effective marketing and merchandising strategies.

Multiple Depts.

New World
01.1995 - 01.1998
  • Stocking and replenishing shelves with products, organizing displays, and ensuring proper labeling.
  • Assisting customers by answering inquiries, locating items, and providing recommendations.
  • Operating cash registers, processing payments accurately, and maintaining cleanliness and organization throughout the store.
  • Strong communication and interpersonal skills to interact with customers and colleagues.
  • Attention to detail in handling products, scanning items accurately, and maintaining pricing and inventory accuracy.
  • Time management skills to handle multiple tasks, prioritize responsibilities, and maintain an efficient workflow.

Education

High School Diploma -

St Bernard's College
Wellington
04.2001 -

Skills

  • cTrader
  • Metatrader 4/5
  • Quantower
  • Tradingview
  • Sierra Chart
  • Bookmap
  • Oracle Enterprise - (ERP)
  • SAP financial accounting software (ERP)
  • SAP crystal reports
  • Sun Systems financial accounting software - (ERP)
  • Office 365 Microsoft Office/Excel
  • Google Workspace
  • POS Systems/Eftpos

Timeline

Primary Caregiver

Home Care
03.2004 - 07.2022

Financial Analyst/Assistant Director of Finance

Bacardi Global Brands
02.2002 - 03.2004

Account Manager

ExxonMobil
01.2002 - Current

Financial Analyst

The British Council
08.2001 - 02.2002

High School Diploma -

St Bernard's College
04.2001 -

Credit Controller

Ministry of Health
01.1998

Franchise Owner Operator (Multiple Sites)

Calendar Club
01.1998 - 01.2001

Multiple Depts.

New World
01.1995 - 01.1998

Franchise Owner Operator

Calendar Club
01.1990 - 01.1998
VAUGHAN KARENAFinancial Analysist