Experience

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  Xe.com

  Jun 2017 - Dec 2018

  Financial analyst

  Monitored FX positions across multiple banks for compliance with Discretionary Investment Management Services (DIMS) regulations. Assisted the FC with regulatory reporting, statutory compliance and monthly reporting.

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  Uhy haines norton (auckland) ltd

  Sept 2019 - Mar 2021

  Audit & assurance services

  I primarily worked on financial statement audits but also undertook a variety of assurance engagements. My core responsibilities were planning, executing, and completing external audits for schools, early childhood education providers, not-for-profit, and for-profit entities. I also contributed significantly to the development of the firm's AML/CFT audit offering.

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  Baker tilly staples rodway

  Mar 2021 - May 2024

  Provided transaction advisory services for deals and investments, primarily on the buy-side. This involved managing data rooms, leading communications with target companies, compiling data books, conducting in-depth financial analyses on quality of earnings and net working capital, reviewing sale and purchase agreements, and drafting detailed reports.I also conducted valuation assignments using S&P Capital IQ to determine WACC, researched relevant listed companies, and compiled transaction multiples. Additionally, I assisted the audit division with IAS 36 impairment reviews by evaluating DCF models and multiple assessments, assessing WACC, ESOP/PPA reviews and providing insights on key assumptions. Show less In my role, I held responsibility for conducting and managing multiple client audits, encompassing SME's to NZX-listed entities across the financial services, healthcare, logistics, and not-for-profit sectors. My primary duties included overseeing the entire audit process, from planning and execution to completion, as well as providing coaching to junior team members throughout the engagement. Additionally, I took on extra responsibilities for higher-risk and non-routine audit functions, such as interpreting new legislation, accounting standards, implementing new methodologies, and facilitating the onboarding of new clients. Show less

  • Assistant Manager, Corporate Finance

    Apr 2023 - May 2024

  • Senior Auditor

    Mar 2021 - Apr 2023
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  Ziwi

  Jun 2024 - Dec 2024

  M&a manager

  Part of the strategy team working on M&A activities, I managed the data room, led financial due diligence, and developed acquisition timelines. I compiled and presented due diligence reports, reviewed historical financial data, and created comprehensive cost bases to support decision-making.Specialising in financial modelling, I developed pricing models to determine break-even pricing and expanded production capacity. I constructed detailed financial statements, assessed EBITDA contributions, and evaluated co-manufacturing agreements. Additionally, I assisted with integration and strategic investment decisions. Show less

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  One new zealand

  Dec 2024 - now

  Strategy & planning analyst