Jo Sumpter

Experience

• 

  Touche Ross

  Jan 1984 - Oct 1984

  Audit Assistant

  Graduate Audit position

• 

  Carter Holt Harvey

  Oct 1984 - Aug 1986

  FX Contracts, FRAs, Swaps, Currency Risk Management, Financial reporting Financial Reporting, GST, FBT, Forestry Grant applications

  • Treasury Accountant

    Oct 1985 - Aug 1986

  • Assistant Group Accountant

    Oct 1984 - Oct 1985
• 

  Jordan Sandman Smythe (Sharebrokers)

  Aug 1986 - Jul 1987

  Company Accountant

  Company Accountant supervising a staff of 8 employees

• 

  Various companies based in London

  Sept 1987 - Jan 1989

  Senior Contract Accountant

  Various Contract accounting roles in London including :Heseltine Moss & Co ( Sharebrokers) - Systems DevelopmentTBWA Ltd (Advertising) - Accounting Special ProjectHoare Govett Securities Ltd ( Sharebrokers) - Special project - management reportingGlaxo Export Ltd (Pharmaceutical Coy) - Financial Manager Export Trading (covering for employee on maternity leave)

• 

  Midland Bank Ltd.

  Jan 1989 - May 1990

  Capital Markets Business Support & Analysis Accountant

  Business support and Analysis department for the Capital markets operations. Included liaising between dealers and financial control to ensure accuracy of trade reporting including financial instruments of Swaps, Futures, Options, FRAs.

• 

  National Australia Bank

  Jan 1991 - Dec 1992

  Group Financial Accountant

  Group Financial accountant for the Retail banking Division supervising a staff of 10 employees

• 

  Bank of New Zealand

  Dec 1993 - Nov 1994

  Management Accountant Corporate Banking

  Special project to develop management accounting system for the Corporate Banking division utilising the Retail and wholesale banking systems and EXCEL.

• 

  Barbara Kirkbride & Co Chartered Accountants (now Morris Brown & Co)

  May 1996 - Dec 1998

  Senior BAS Accountant

  Business advisory role doing largely special project work for SMEs. Included Accounts, Tax Returns, Valuations, Cash flows, Budgets, and the installation of Accounting Systems together with training users.

• 

  Bancorp Merchant Bankers

  Jan 1998 - Dec 1999

  Company Accountant

  Full responsibility for all financial and management accounting, tax, GST, supervision of assistant accountant.

• 

  Baldwin Boyle Group

  Jun 2005 - Oct 2005

  Financial Accounting Consultant

  Accounting consultancy for a special project

• 

  PKF Ross Melville

  Mar 2007 - Dec 2008

  Senior Accountant BAS

  Senior BAS Accountant

• 

  CleanCo Truck Wash

  Mar 2010 - Oct 2017

  Financial Controller

  Financial controller with sole responsibility for all financial reporting both for management and statutory purposes, tax returns, financial management, IT, financial assistance to franchisees, negotiation of customer contracts, general company management assistance and strategic planning, Company share valuations, supervision of assistant accountant.

• 

  Teknique

  Nov 2017 - Jan 2020

  Financial Controller

  Financial controller with sole responsibility for all financial reporting both for management and statutory purposes, tax returns, financial management, cashflow forecasts and budgets, general company management assistance and strategic planning.

• 

  BraveGen

  Oct 2019 - May 2022

  Senior Accounting Consultant

  Management Accounting consultancy on a contract basis

• 

  Kindo online school shop, payments & forms

  Jan 2020 - now

  Financial Controller

  Financial controller with sole responsibility for all financial reporting both for management and statutory purposes, tax, strategic planning, financial management, AML compliance, cashflow forecasts and budgets, Payroll, staff supervision, accounting systems and CEO managerial support.