
Timeline
About me
Financial Planning & Analysis (FP&A)
Education

Victoria university of wellington
-
Experience

Deutsche bank
Jan 2007 - Jan 2008Senior business analystDesigned the monthly brokerage fee process and reports for the Global Credit Trading and Rates Derivative businesses.Stakeholder engagement to determine information and report and requirements.Trained the offshore team to run the new processes.

Hsbc
Feb 2008 - Jan 2011Planning and finance team leadReported directly to Front Office IT COO, led a team of 8 accountants & analysts. Drove the quarterly forecast, strategic plan, annual budgets and operating reporting. Member of the IT Finance Steering Committee and Strategic Headcount Reporting Committee.

Credit suisse
Jan 2011 - Jan 2014Cfo change program managerResponsible for the program and financial management of the APAC Legal Entity Program. Coordination of monthly status review meetings across senior business and IT stakeholders.Responsible for the business and financial management of the Production and Testing organisation (PTG). Led and mentored a global team.

Ubs
Jan 2014 - Jan 2018Fpa director, technology services itLed the FP&A team across the Technology Services (TS) COO. Accountable for the monthly forecast process and reporting to the TS management committee on financial performance. Maintained relationships with IT sector heads via monthly status reviews.

Credit suisse
Jan 2018 - Feb 2020Private banking it coo, apac divisionFinancial business partner for the Head of PBIT and Change Program Directors and reporting to the APAC Division COO. Led COO and PMO teams supporting APAC Private Banking Technology and Change. Monthly reporting to IT leads, via management committee meetings, to highlight key financial, headcount, program and vendor information.
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Gentrack ltd (global)
Jun 2020 - nowHead of financial planning & analysis (fp&a)Coordinating and reviewing the budgeting and forecasting processes, with a focus on providing value-added analysis. Working closely with finance business partners and executive management.
Licenses & Certifications
- View certificate

Tableau essential training
LinkedinMar 2020 - View certificate

Excel business intelligence: power query
LinkedinApr 2020 - View certificate

Learning microsoft business intelligence stack
LinkedinJan 2020
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