• Job TypePermanent
• PayCompetitive salary
• Reference7679573

Professional qualifications/key skills

• Chartered Accountant since 2019
• Extensive software experience inc Xero, Excel (Advanced)
• Strong compliance and business advisory skill set 

Comments

My candidate is a Chartered Accountant with over eight years’ experience delivering compliance and business advisory services in both public and private sectors, most recently within a respected chartered accountancy firm. They excel in preparing financial statements and tax returns for a wide range of entities, developing tailored business performance reports, and providing insightful cashflow forecasts to support strategic planning. With a strong track record in management reporting, variance analysis, and budget formulation, they consistently deliver timely, accurate, and compliance-focused outcomes for clients. They are also skilled in process improvement, automation of reporting, and strengthening internal controls, ensuring robust compliance and operational efficiency. Known for effective client relationship management and clear communication, they support clients with practical business advice and technical guidance, always with a focus on adding value and maintaining the highest professional standards in a chartered accountancy context.

My candidate is in the market for a new position as they are moving to Christchurch from Otago and needs a position in the city they will be living in.

Education and Professional Memberships

Chartered Accountants Australia and New Zealand

CA(Full Member)

Since 2023

Association of Chartered Certified Accountants (ACCA)

CA (Full Member)

Since 2019

Master Degree of Professional Accounting | Pass with Merit

Completed 2021

Work Experience

Otago Regional Accounting Firm

Accountant

2023 to present

Financial Analysis and Reporting

• Prepared comprehensive financial statements and tax returns for diverse entity types (trusts, partnerships, companies, non-profits) using advanced analytical techniques
• Developed specialised reporting packages including farm/business performance reports and cashflow projections for strategic planning
• Analysed client investment portfolios and provided performance insights to support financial decision-making
• Created and enhanced existing reporting templates to improve efficiency and analytical value

Client Relationship Management

• Served as primary point of contact for client queries regarding accounting systems and financial reporting requirements
• Provided technical support and guidance on accounting system implementation and optimisation
• Delivered compliance-focused solutions whilst identifying opportunities for operational improvements

District Council

Management Accountant

2022 to 2023

Financial Planning & Analysis

• Utilised CIVICA software, Power BI, and advanced Excel modelling to analyse and report financial performance across council and departmental levels
• Developed monthly, quarterly, and annual management reports for senior leadership team and operational departments
• Created financial forecasting models for project financing, performance reviews, and grant assessments
• Conducted variance analysis and provided actionable insights to improve financial performance
• Supported budget formulation, monitoring, and rolling forecast processes across multiple departments

Business Intelligence & Reporting

• Collaborated with IT team to develop and enhance Power BI finance dashboards with focus on expenditure analysis and financial performance metrics
• Established KPI frameworks for departmental financial performance monitoring
• Created automated reporting processes that reduced manual effort and improved accuracy
• Delivered ad-hoc financial analysis to support strategic initiatives and operational decisions

Tech Company

Data Analyst (Contract)

December 2021 to January 2022

Public Governance Organisation

Assistant Manager (Finance)

2016 to 2019

Big Four Accounting Firm

External Intern

2012 to 2013

Simon Lawrence

Section Manager

Hays Senior Finance

T: +64 (0) 21 240 2620