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Consultant

Work Experience

CAREER SUMMARY

Management Accountant ?Research International UK , Nov 2000 ?June 2001

?Provided Management Accountancy services to 3 Executive Divisions within RIUK.
?Liased with Executives on Job Costing.
?Completion of year-end process including year-end journal entries for accruals, prepayments and overhead costs.
?Prepared monthly reports and highlight reports.
?Resolved project related issues.
?Budgeting and re-forecasting process.
?Reported on a client basis using Gross Margin as the key performance measure.
?Dealt with any finance issues relating to divisional projects.
?Reconciliation of balance sheet accounts

Senior Consultant, Deloitte Touche Tohmatsu (Dunedin Office), 1998 - 2000

?Provided business advice to a variety of businesses on accountancy, operations and HR issues as required.
?Provided Project Management for key assignments.
?Process reviews, business modelling, restructuring, strategy planning and feasibility analysis.
?Client interviews and monthly client management & Board meetings
?Business Development and Management of key clients.
?Responsible for Public Sector & Tourism Industry related projects
?Management Solutions team member, involved in Operations and Human Resource consulting assignments.
?Full knowledge and application of best practice methodology used by Deloitte & Touche.
?Involved in Marketing and Client Relationship Management for all service lines
?Managed Recruitment Process and involved in Graduate Recruitment.

Consultant, Deloitte Touche Tohmatsu (Christchurch Office), 1996 ?1997

?Management Solutions team member.
?Preparation of monthly management accounts and reports
?Preparation of forecasts and trend statements.
?Responsible for research and development
?Provided support to Principal Consultant.

Research Assistant, University of Otago, 1995
?Provided research support to University Professors.

Education

QUALIFICATIONS

Post Graduate Degree (Marketing and Management, Tourism)
University of Otago, 1996.
Bachelor of Commerce (Operations Management & Accountancy)
University of Otago, 1995.
Certificate of Proficiency (Accounting)
University of Otago, 1999.

Skills

AREAS OF STRENGTH

?Excellent interpersonal and written communication skills demonstrated in role of Consultant, Management Solutions & Deloitte HR, Deloitte Touche Tohmatsu.

?Extensive background and particular expertise in conducting organisation and business process reviews.

?Involved in various consulting assignments in the areas of operations, human resources and tourism.

?Strengths in strategic planning, feasibility studies, marketing, market research and analysis.

?Sound strategic thinking skills with significant experience in the development and implementation of strategic and business planning.

?Worked with a diverse range of individuals and groups across all levels of business and the community with an ability to contribute to and secure organisational outcomes.

?Well developed analytical, problem solving and decision making skills.

?Highly motivated with excellent organisational skills through the initiation and development of numerous consulting projects.

?Well versed in the principles and application of project management through the completion of consulting assignments.

?Proven experience in developing and fostering effective networks and business relationships.

?Excellent computer skills with experience in Microsoft Word, Excel, and Project.TECHNOLOGY SKILLS

?Spreadsheet reporting skills in Excel
?Experience with several accounting packages and cashbook programmes including: Sun System, Intech, Quickbooks, MYOB, ICAP and APS Professional Accounting, some knowledge of SAP
?Databases used include Lotus Notes and APS
?Thorough familiarity with Microsoft Word and Powerpoint

Other

KEY PROJECTS AND ACHIEVEMENTS

Management Consulting

?Member of Management Solutions team Deloitte Touche Tohmatsu since 1996, working on a wide variety of projects. Including responsibility for designing and tailoring projects to meet the specific and desired expectations of the client. Actively involved in all Deloitte Operations & Human Resource projects.
?Responsibility for a number of marketing initiatives for Management Solutions service lines including, Training and Development survey and report for clients, Information Technology benchmarking analysis, and organising client seminars for Deloitte.

Deloitte HR

?Recently reviewed recruitment policies for a listed company and conducted a search for the best recruitment company to outsource this function.
?Provided outsourcing services and general HR advice to a listed postal company.
?Involved in executive recruitment assignments
?Involved in all organisational, culture and structure reviews (see below)

Organisation Reviews

?Conducted reorganisation of Management roles for Dunedin Airport Ltd. This included implementing a new organisation structure to meet the future needs of the organisation.
?Conducted Culture Print analysis for one of New Zealand\'s largest Health Care providers, HealthCare Otago, which involved surveying a sample of 800 staff.
?Reviewed Finance function of a major organisation with turnover in excess of $100 million. This involved analysing work roles and responsibilities for the Finance team over a one-month period utilising activity sheets and incorporating one on one interviews.
?Conducted review of management structure for a large High School. Following completion of research we implemented a new faculty design for the school structure.
?Conducted organisation structure and staffing review for the IHC Otago Branch.
?Designed a methodology and completed a benchmarking analysis for 11 Regional Tourism Organisations. These organisations are responsible for large amounts of public monies for promotion of their respective regions. Object of the project was to evaluate performance and establish performance guidelines.

Marketing and Research

?Wrote a Marketing Plan for The Community Trust of Otago. The Trust is responsible for investment funds of over $200 million.
?Prepared Market Analysis Report for tourism and sporting opportunities for disabled persons in Canterbury. This report led to the Christchurch region winning the right to host the World Disabled Swimming Championships.
?Completed Information Technology Survey of the 60 largest organisations in Otago and Southland. This was a Deloitte marketing initiative to show our presence in the IT market and our capabilities.
?Conducted a Deloitte Marketing Project involving the design of a Training & Development Practices Review of Otago and Southland businesses. This was used as a start point for our Training & Development Service Line and to present our capabilities to the market.

Strategic Planning

?Worked with the CEO of the Community Trust of Otago to present the 1998 Strategic Plan in a meaningful format to the Board of Trustees.
?Provided a Strategic and Financial Plan for the \'best use\' of Hastings District Council owned recreational assets.
?Assisted in the development of a Strategic Recreational Plan for Nelson City Council.
?Undertook the first stage of a $600,000 strategic project for economic development of Dunedin by increasing usage of Dunedin Airport by international airlines.

Project Management

?All assignments completed for Deloitte Touche Tohmatsu have been project managed in accordance with best practice guidelines.
?Project managed an Audit of all forms used by a major tertiary academic institution, Otago Polytechnic. Key focus was to make all processes more customer friendly.
?Assisted with the project management for the outsourcing of Oamaru Licensing Trust\'s accounting and management information systems


Feasibility Analysis

?Undertaken and project managed feasibility reports including:

?$5 million Events Centre - Dunedin City Council
?$2 million Community House development - Community Trust of Otago
?Visitor Attraction - Central Otago - Dunstan Trust
?$10.5 million Moana Pool Development - Community Trust of Otago
?Leeston Swimming Pool Complex - Leeston Swimming Pool Committee
?Sporting Complex - Marlborough District Council
?Retail Leisure Facility - Private investor
?Museum & Arts Centre - Gisborne District Council
?$4 million donation for Wellington Stadium - New Zealand Lottery Grants Board
?Visitor Attraction - Wellington - New Zealand Lottery Grants Board
?Visitor Attraction - Blenheim - Rangitane Runaunga
?Council land development - Christchurch City Council
?Environment Centre concept - Christchurch City Council

Customer Relationship Management

?Responsible for Deloitte business relationship building exercises and have an interest in becoming involved in Customer Relationship Management practice.

Tourism Industry Expertise

?Have been responsible for any Deloitte projects undertaken for the Tourism, Hospitality, Sport and Leisure Industries. Part of the New Zealand Industry Specialist Team, 1997.



INTERESTS

Golf - Member of Otago Golf Club
Cricket - Played to Senior Club level
Rugby - Played to Colts Club Level

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