Experience

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  Auckland harbour board / auckland regional council

  Sept 1988 - Jun 1990

  Management accountant

  Resurrecting, from an entire redundant finance team, the day to day accounting management and monthly financial reporting commitments for the final year of the Boards existence together with finalising the split of the balance sheet between the Port Company, Auckland Regional Council and other Auckland territorial authorities in accordance with the enacted legislative provisions.

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  Auckland regional council

  Jul 1990 - Mar 1997

  Finance manager

  Greenfields role in establishing and implementing new financial systems, building and mentoring a new finance team, financial management advisor to the newly established Council and transition expert for incorporating the remaining Harbour Board functions into the inheriting Council.

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  Creative solutions

  Jan 1997 - now

  Professional contractor - project management / business analysis / financial management

  Innovative and practical solutions for services required in any area Project Management (non construction), Business Analysis, Information System Reviews, Selection and Implementation Management, Financial Management including Process improvements and Financial Analysis.

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  Kaipara district council

  Nov 2011 - Aug 2014

  Financial/project management

  Provision of professional services and expertise in Long term Financial modelling, Financial Reporting (external and internal), Cashflow forecasting, System and Business process reviews/improvement implementations to achieve operational efficiency and minimise processing or planning errors. General management accounting coverage in conjunction with forensic accounting on historic records. Services were provided on a client needs basis and therefore not full time during the time period.

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  Waikato district council, in new zealand.

  Feb 2012 - Aug 2012

  Acting finance manager

  Coverage until replacement was appointed

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  Tāmaki regeneration company

  Jan 2016 - Oct 2017

  Business analyst / project manager / solution implementer

  Greenfields Coy with demanding startup schedule suited to the specialist skills & experience on offer.The role covered three phases-Transition from existing provider, Short term system solutions and Long term system solutions after clarifying business strategies and objectives. TRC Group was established in relative urgency by Government (Oct'15) to lead urban regeneration activity in Tamaki (an east Auckland electorate) using a base social housing stock (2,800 properties) from HNZ with the objective of transforming them to a minimum of 7,500 mixed tenure houses over 10-15 years. It is the second largest social housing provider in NZ.Phase 1 - BA role - immediate identification of the system processes to achieve a seamless transition of the social housing business from HNZ onto TRC's existing and proposed systems. GO live was constrained to 1/4/16 and involved the following key deliverables: recording reactive/routine Maintenance costs at property level; Tenant rent billing cycles and tracking of frequent changes; Rent Subsidy claim derivation produced fortnightly to MSD for the entire portfolio; bedding in the new Tenancy management system and interface to a Xero financial system.Phase 2 involved 3 months of business analyst skills to iron out any operational creases in the existing systems. Phase 3 commenced a market search for a new ERP corporate system (via RFP) more suited to the size, scale, complexity and increased range of business objectives. Assigned the Project Management / Business Analyst I lead a project team of a handful of stakeholders which achieved defining the whole business system requirements, documented in a RFP, seeking latest cloud technology options and ensuring potential for developing a fully integrated solution but capable of interfacing with existing systems in the interim. The role moved to Project Manager - Solution Implementation, of the Technology One Finance Cloud solution for a GO live by 1 July 2017. Show less

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  Healthalliance

  Jan 2018 - Apr 2018

  Project manager finance

  Hands on Senior Project Manager role to provide project leadership for the 'No Purchase Order No Pay' project, working alongside Finance SMEs, whilst managing several streams of work: 1) proposed ERP system configuration testing; 2) DHB & hA Group implementation project team representation; 3) managing multiple stakeholder communications; 4) change management on hA Accounts payable service; 5) provision of training resources.Key responsibilities include a) providing specialist change management expertise in the end to end procurement to accounts payable processes ensuring adherence to auditable internal controls and compliance to financial delegations; b) ensuring Group confirmed system/process modifications is understood by hA staff to provide the necessary instruction to non-adhering client purchasers. c) ensuring that the accounts payable invoice approval processes for all purchase types are tested and operating effectively to achieve the streamlining processing objectives set by the project stakeholders. Objective: Introduce electronic purchasing processes that are standardised across all client DHB's to streamline and make the accounts payable function efficient and more cost effective in addition to providing drill down capability to source invoice detail, for budget owners, from their periodic financial results. The challenging environment included wide variations in purchase raising procedures across all Auckland DHB's, and even between departments within DHB's, burdening hA's AP resources with duplicate handling of invoices, outside of the central ERP system, making purchaser identification difficult, and tracking distributed invoices a heavily manual burden on a large team of AP staff dealing with the influx of 1,000 invoices a day, frequently resulting in lost invoices and vendor payment delays.Deliverable - transitioning clients to a custom configured electronic PO system streamlining the vendor invoice approval and payment processes. Show less

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  Asb bank

  May 2018 - Jul 2019

  Senior business system analyst

  BS11 Compliance Project - role as Business System Analyst (Finance GL & Reporting stream) - investigating and proposing remediation options for the HO Financial Services GM (business owner). Being a member of a cross discipline project team (using 'Agile' PM methodologies) established to achieve ASB's compliance with the RBNZ's comprehensive BS11 regulatory requirements relating to minimising reliance on all offshore supplied services. The BS11 project used the 'Agile' project methodology and involved team compositions of PM's, BA's, business owners and SME's, and system architects. Rigorous sign-offs of proposed solutions included Technology platform owners (NZ & Aust), relevant impacted business owners, RBNZ for non-objection and finally GM of Finance or CE depending on delegated authority limits.Key responsibilities included - mapping of existing system network and relationship reliance, existing system process mapping (SOP's) - business and technology NZ & Aust, identification of business improvement opportunities including use of AI, and identification of potential solutions either internally, with existing vendors, or externally using vendors currently contracted by parent or through independent vendors through RFI/RFP market procurement approaches.Systems addressed included PeopleSoft ERP (PS), data translation tool (FDM) for code mapping product system transactions to PS codes, bulk data Reconciliation software, multi currency management software and financial management reporting tools. Various solutions were canvassed and proposed including Oracle Cloud solutions. Achievements included sign-offs for PS, FDM and Reconciliation software solutions by business owners as well as non-objections from the RBNZ. Show less

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  Tāmaki regeneration company

  Jul 2019 - Mar 2020

  Project manager

  Project managed the implementation and delivery of the Maintenance Contract Renewal (MCR) project involving the selection, contracting and transitioning of a maintenance services contractor for TRC's residential portfolio (approx 2,800 social houses). Key responsibilities included devising project approach and plans for each phase, determining and engaging required project resources, collaborate coordination of project team, input into key document derivation, managing risk, issues and established budget, and the monitoring and reporting on project progress to stakeholders against the adopted plan. Show less

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  Kaipara district council

  Dec 2020 - Mar 2021

  Senior business analyst (3 waters govt review)

  Assist the Infrastructure and Finance teams in collecting, collating and completing the 3 Waters RFI template for submission to Department of Internal Affairs (DIA) by 1 February 2021. Attend to any post submission enquiries associated with the RFI responses.

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  Watercare services limited

  May 2021 - Feb 2022

  Senior business analyst (digital delivery)

  Investigating and identifying missing infrastructure asset data arising from an incomplete migration from two legacy Systems (SAP & Hansen) to the newly established Infor IPS and EAM ERP systems. Progressing the selection and population of new asset attributes into the new ERP systems to further gain alignment with the WSL's Asset Information Standard, including the addition of Stormwater assets. Drafting processes for managing future additions and changes in asset attributes on the ERP systems. Providing recommendations to Asset Info and Finance teams how to approach data cleansing for identified non-existent assets. Team member performing discovery and requirements analysis into the potential data architecture solutions for automating the asset creation process through the use of 3D/4D design (BIM) models. Show less

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  Westpac new zealand

  May 2022 - May 2023

  Senior business analyst (functional)

  Senior BA (functional) for the GL & Reporting implementation team, implementing Oracle Fusion Financial suite (core GL/AP/AR/FA) housed on a Cloud Platform (SaaS) for Westpac NZ.This initiative, prompted by an impending compliance with a RBNZ requirement (BS11), replaced the reliance on the outsourced Australian parent provided Oracle Financials service, providing the more autonomously managed and NZ configured Financial suite solution.The role included assisting with data migration/mapping, configuration and testing of the AHCS -Accounting Hub Cloud Services (the ETL for the numerous Product transaction file sources loaded daily), 4 phases of new system testing, drafting of User manuals, Process charting, User training, Project bug & development issues record management on JIRA, and Post GO LIVE GL administrator & User support. Also supported the ARCS (GL transaction reconciliation tool mainly for each Product data set) implementation team in testing and maintaining integration with Oracle Fusion GL to achieve the same GO LIVE. Show less

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  Ngāti whātua ōrākei whai maia ltd (trust)

  Oct 2023 - May 2024

  Project manager

  Client Project Manager role managing all implementation phases and seamless transition of the Trust's financial application software suite, from Xero to Odoo ERP, which is provisioned for 5 operating entities within the Trust. The role included regular reporting to a Steering group with agenda/minute document preparation and management.Contract role included implementing a new integrated PO module involving detailed specification of functional requirements, through design definition with the vendor developers, and finishing with end to end testing to ensure a managed GO live rollout. Due to the split nature of the financial year it was also required to perform a full GL transaction migration of the 9 months history in Xero to the new Odoo system via a full data mapping process and challenging data load template. Due to limited resources the responsibility fell on the PM to morph into a functional BA to load the 50+K historic transactions, across all five entities, before the first reporting period out of the new system.Project Management included the establishment and co-ordination of the Project Steering Group, drafting of a detailed Project Plan with assigned resources , liaison with and management of Vendor for the timely delivery of their tasks. and the co-ordination of the in-house Project team around their existing BAU obligations.Successful GO Live and project sign-off achieved within originally planned 6 month project timeline. Show less