Brendan Bartlett

Experience

• 

  McCullochs/KPMG Gisborne (now BDO)

  Feb 1992 - Jan 1994

  Junior Accountant

  Key Duties and responsibilities:* Preparation of monthly and year end financial statements for companies, partnerships,Maori Incorporation’s, sole traders, and trusts and estates;* Preparation of tax calculations for above entity types.* Various duties including accounts payable, accounts receivable, payroll, bankreconciliations, and GST calculations and return preparation.

• 

  McCullochs/KPMG Gisborne (now BDO)

  Jan 1995 - Dec 1999

  Senior Accountant

  Key duties included:* Audit of various Companies, Maori Incorporations, Educational Institutions andIncorporated Societies in the Gisborne region;* Management of audit teams;* Involvement with businesses in transport, health, retail, manufacturing & agriculturalsectors;* Preparation of year end financial statements for companies, partnerships, MaoriIncorporation’s, sole traders, and trusts and estates;* Reviewing year-end financial statements prepared by others;* Preparation of budgets and cash-flow forecasts;* Undertaking feasibility analysis of proposed business ventures;* Involvement in numerous ad-hoc projects including cost accounting, applications forfinancing, discounted cash-flow calculations, and tendering;* Conducted presentations to representatives of local organisations. Show less

• 

  KPMG Australia

  Jan 2000 - Mar 2000

  Senior Accountant

  3 month secondment from KPMG NZ (Gisborne) to KPMG Sydney

• 

  Various

  Sept 2000 - Aug 2006

  Management Accountant

  Various contract accounting roles in corporations in London (in and around my travel). Key duties included monthly management reporting, insights and commentary, cost accounting and financial control. Corporations included Credit Suisse (9 months), Cable & Wireless (14 months), British Telecom (3 roles totaling 3.5 years).

• 

  ANZ

  Feb 2007 - Dec 2018

  Managing the ANZ relationship with a portfolio of 280 odd business customer groups, most of which are based in the Wellington region. An enormous step outside my comfort zone, I moved from the familiarity of an Accounting role to a frontline customer facing role, with which I had no prior experience. I also managed one staff member as part of this role. A huge challenge and a massive learning curve, which was great for my development. In the Financial year ended September 2017 (my first full year in the role), I achieved Sales at 134% of target, Quality Assurance result of 98%, but most importantly lots of very happy customers with customer satisfaction at over 96%. As a result I was within the top 6% of Managers in the country. Show less Business partnering various business units within ANZ's Institutional Division. Duties included:* Analysing, forecasting, budgeting and reporting results to various forums;* Providing insights to the business to aid decision making, and challenging and helping them achieve their financial targets;* Providing financial insights, advice and guidance to the ANZ Institutional Business on all relevant business matters including offshoring, restructuring, cost reduction initiatives, and project work;* Gathering information for, and then calculating, agreeing and presenting cost budgetsand forecasts for the business;* Understanding, analysing, investigating, reporting and presenting key cost drivers,movements and trends, including run rates, offshore and onshore costs, restructuring,and all Institutional projects & technology initiatives;* Working closely with other stakeholders and divisions of the Bank including NZ and GlobalFinance, the Frontline Business, Technology, HR, Legal, Audit, Operations, and Offshore Hubs. Show less

  • Senior Business Banking Manager

    Sept 2017 - Dec 2018

  • Business Banking Manager

    Mar 2016 - Sept 2017

  • Finance Business Partner

    Sept 2015 - Mar 2016

  • Agri Credit Manager

    Feb 2015 - Sept 2015

  • Finance Business Partner

    Feb 2007 - Feb 2015
• 

  Bostock New Zealand

  Jan 2019 - Dec 2022

  Senior Accountant

  • Finance Business Partner for the Growing Division of Bostock• Finance Business Partner for the Apples Division of Bostock• Providing financial information and guidance to the business to aid decision making• Gathering information for, and then calculating, agreeing and presenting annual budgets and quarterly forecasts with detailed commentary and analysis• Management, monitoring, reporting and control of daily cash position including seasonal overdraft & seasonal tranche debt, for the entire Bostock business• Management, monitoring and reporting of foreign exchange requirements, foreign exchange positions, and FX contract deliveries for the entire Bostock business• Management of ANZ Banking relationship including presenting and explaining budgets & forecasts for the entire Bostock business, and discussing and gaining approval for seasonal & term debt needs • Development of a cashflow forecasting model for the entire Bostock Group• Development of a financial reporting model (monthly reporting, budgeting, forecasting, cashflow, FX, Capex etc) for the new 2021 Bostock joint venture (90ha Orchard purchase in Timaru) and providing commentary, analysis, and Board reporting for this new entity,• Working closely with all business stakeholders including the Managing Director & Owner, the Growing & Apples divisions, Sales division, Contracting division, and the IT, HR & Marketing teams• Involvement and leadership of numerous adhoc financial analysis projects to provide insight and support business decision making, • Lead role in collation and preparation of quarterly Board reports• Lead role in preparation of finance reports and analyses for the Bostock Board, and presenting these reports and conclusions at numerous Board meetings Show less

• 

  Archant

  Jan 2023 - now

  Chief Financial Officer