
Rachel Ackerley
Spa Retreat Therapist

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About me
Financial Adviser
Education

APMG
2014 - 2015Project Management Project Management Prince 2 foundation and practicionerInternationally recognised Prince2 project management qualification. Suitable for all types of project management.

University of Waikato
2010 - 2014Bachelor of Management Studies Finance and Strategic ManagementActivities and Societies: Bay of Plenty Cycle Trails Trust Studied business management, majoring in finance and strategic management
Experience

The Polynesian Spa
Jan 2002 - Jan 2004Spa Retreat Therapist•Performed spa treatments on clients•Sales to customers

Goldfinger nail and body
Jan 2004 - Jan 2006Beauty Therapy Manager•Managed beauty therapy staff•Performed treatments on clients•Operational improvement suggestions•Sales to customers

Self-employed
Jun 2006 - Jun 2014Director of A List Beauty•Managed the strategic direction and day to day operating of the business•In charge of many of the operational tasks of a SME business•Performed treatments on clients•Maintaining all stakeholder relationships•Financial management and planning•Maintained IT systems for A List Beauty•Training and managing staff

North Island Mussels Ltd
Mar 2014 - Jul 2014Project work• Process maps for all departments• Analysis of all department processes through lean and six sigma methodology• Reports• Presentation to the company• Industry investigations

Comvita Limited
Jun 2014 - Jul 2016- Finance reports created for board purposes, cost centre managers, general management- Financial and management reporting- Project management- Financial reconciliation- Data updates and maintenance- System improvements- Staff training- Adaptive Insights helpdesk queries- Data loading- User Maintenance - Inventory management- Development of SOP's and process mapping- Supplier management - Supplier performance reports- Purchasing of inventory - non honey category- KPI reports- NCR review process- Stocktaking- Inventory sourcing- Price and lead time maintenance
Financial Systems Analyst
Aug 2014 - Jul 2016Purchasing and Inventory Coordinator
Jun 2014 - Aug 2014

Kiwibank
Jul 2016 - Jul 2021Business ManagerManaging banking relationships of a portfolio of commercial business customers with up to $5m lending Relationship managementDetailed business and financial analysisCompliance and riskCredit writingProduct and service knowledgeSystems knowledgeI have achieved the following Omega training:• Commercial loans to business• Financial lending for Lenders• Advanced Cash Flow• Taking on multiple managers roles when and as needed to ensure business continuity• Project management and assisting colleagues with process change• Financial control and budgeting for small business• Management planning, inventory, advertising, processes and systems for business• In Rotary I have taken Deputy and Treasury positions for projects• Financial statements, ratio and trend analysis, debt servicing and security coverage• Risk analysis and mitigation , solving anomalies in financial data• Introducing ideas and working with team members to achieve team and individual goals• Supply chain analysis at North Island Mussels Ltd• In depth discussions with customers to learn about their business and needs• Product and sales to achieve appropriate business outcomes for customers• Large client list with customer relationships formed and lasting over 15 years• Presentations to groups in Rotary, meetings with incoming and outgoing students• Ability to communicate through media platforms, different programs, excel spreadsheets• Local and national connections in property valuation• Local business events – EMA, Chamber of Commerce, Property Council• Member of the Rotary Club of Otumoetai and Rotary Youth Committee Show less

Craigs Investment Partners
Oct 2022 - nowQuality of Advice AssociateTraining advisers, producing learning materials for financial advisers. Internal audit processes.Sharing knowledge of the financial advice process, legislation and client needs analysis. Internal projects for process improvement.
Licenses & Certifications

Level 5 Financial Services Training - Investments V2
Strategi InstituteMar 2022
Level 5 Financial Services Training - Health Life and Disability V2
Strategi InstituteJul 2021
Level 5 Financial Services - Core Strand V2
Strategi InstituteMar 2022
Honors & Awards
- Awarded to Rachel AckerleyPaul Harris Fellowship Award Rotary New Zealand Feb 2021
- Awarded to Rachel AckerleyGolden Key International Honour Society member Golden Key International Honour Society Apr 2015 Identified as a high achiever, I have performed in the top 15% of students at The University of Waikato.
Volunteer Experience
Various
Issued by Otumoetai Rotary Club on Mar 2016
Associated with Rachel AckerleySecretary, member
Issued by Bay of Plenty Cycle Trails Trust on Sept 2013
Associated with Rachel Ackerley
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