David Chan

Experience

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  Inland Revenue NZ

  Nov 2003 - Dec 2020

  Oversight of Facilities Management and Strategic Property Programme with annual budget of $44m (including financial delegation of $500k). 100 staff in over 20 sites across NZ. Key relationships with Health and Safety and Commercial and Procurement. External relationship with the Government Property Group Oversight of Portfolio Finance team providing financial support and advice to Projects and Programmes, particularly IR’s Business Transformation and Tax Policy Work Programme. Supporting delivery of costings and business cases. Key relationships with Treasury Oversight of Portfolio Office overseeing investment and prioritisation frameworks, processes and templates. Reporting investment performance to Governance Boards. Key relationships with Executive Leadership, Risk & Assurance, Business Transformation. External relationships with Treasury and other organisations in the Investment Management community (public and private sector). Oversight of the Portfolio Team and Capability and Support Team (supporting our project professionals). Reporting to Governance Boards. Key relationships with Executive Leadership Team and IR’s Service and Design and Implementation team. Oversight of Service Design and Implementation (over 250 staff, including Design Portfolio Leads, People Managers, Business Analysts, Business Designers, and Project Professional. Supported delivery of the Tax Policy Work Programme. Key relationships with the Senior Leaders and Policy. Develop, design and implement the legislation and systems and processes relating to the new R&DTC regime. Matrix team across Manukau, Wellington, Christchurch (multi-disciplinary team, including scientists). Key external relationships with R&D businesses and tax managers.

  • Group Manager Facilities

    Jan 2019 - Dec 2020

  • Director, Portfolio Finance

    Apr 2018 - Dec 2018

  • Director, Portfolio Office

    Oct 2014 - Apr 2018

  • Group Manager, Portfolio Delivery

    Jul 2013 - Oct 2014

  • Group Manager (Acting); Design Manager (Government Solutions) , Service Design & Implementation

    Apr 2011 - Jun 2013

  • Research & Development Tax Credit Manager, Investigation Manager, Assurance

    Oct 2008 - Apr 2011

  • Area Manager, Investigations, Assurance

    Feb 2008 - Oct 2008

  • Structured Finance Project Manager; Specialist Inv Team Leader, Large Enterprises

    Nov 2003 - Feb 2008
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  Department of Conservation (DOC)

  Jan 2021 - Sept 2022

  Director, Enterprise Portfolio Management Office (EPMO)

  Oversight of Te Papa Atawhai's Project Management Framework (PMF), including establishing the templates and processes. Supporting the Senior Leadership Team with investment portfolio reporting of Portfolio Health, Pipeline, Risks, and Benefits. Liaising with the enterprise around Portfolios of work around orgnanisational strategies, prioritisation and governance. Key relationship with Treasury's Investment Management and Asset Performance (IMAP) team.

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  Ministry of Social Development (MSD)

  Oct 2022 - Jan 2024

  Strategic Finance Manager, Product Owner, Transformation Finance Lead

  Finance lead for MSD's transformation programme (Te Pae Tawhiti) supporting cost and benefits analysis and development of the Detailed Business Case. Accountable for programme's financial reporting to Treasury. Product Owner for Investment Management, Budgeting and Reporting on the FMIS project. Leading finance team providing management accounting services to MSD's Improvement, Systems and Technology, and Strategy & Insights business groups.Accountability for MSD's long term investment plan; supporting integrated planning, reporting against Budget initiatives; financial costings and modelling. Show less

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  New Zealand Defence Force

  Mar 2024 - now

  Director Portfolio Management Office

  As part of the wider Performance Team facilitating and supporting Governance and decision making, Portfolio performance Monitoring and Reporting, Risk management, and oversight of the P3M practices and processes for the portfolio, including Benefit management. Supporting NZDF's multi-year Defence Estate Regeneration Programme to deliver on its strategic outcomes.