Available to hire
I’m a tech-confident person, with extensive experience in data processing, research, and handling high-accuracy tasks across finance, administration, and client services. A naturally curious online researcher with a strong knowledge of New Zealand media, culture, news, and digital trends.
I enjoy work independently, problem-solving, and analyzing information. I bring strong communication skills, excellent time management, and a high level of accuracy developed from my years of work with sensitive data and structured processes. I’m excited about the opportunity to contribute to high-quality digital valuation projects.
Experience Level
Expert
Expert
Expert
Expert
Intermediate
Intermediate
Intermediate
Language
Work Experience
Owner / Operator at Ames Store
June 1, 2023 - March 2, 2025Founded and managed my own small retail business, overseeing day-to-day operations including customer service, sales, ordering stock, and maintaining accurate financial and inventory records. Managed social media updates, product photography, and online customer communication. Handled budgeting, supplier relationships, and end-to-end order fulfilment. Developed strong problem-solving skills, attention to detail, and the ability to adapt quickly to changing priorities while maintaining a positive customer experience.
Finance Assistant at Stonefields School
January 1, 2020 - April 1, 2023Managed high-volume data processing for accounts receivable/payable. Maintained databases, reconciliations, and financial records with high accuracy. Worked independently to meet strict deadlines and followed structured processes. Problem-solved discrepancies and validated information across multiple systems. Collaborated with staff and external accountants, maintaining clear communication.
Senior Paraplanner at ASB Bank
January 1, 2013 - May 1, 2018Reviewed and evaluated detailed financial plans for quality, relevance, and compliance. Analyzed complex information and communicated insights clearly. Ensured accuracy and consistency in documentation and reporting. Demonstrated strict confidentiality and precision when handling client data.
Financial Planning Assistant / Paraplanner at Acorn Financial Group
March 1, 2010 - December 1, 2012Conducted research, prepared client documents, and processed large amounts of data. Liaised with clients and insurers to gather and verify information. Maintained CRM records and ensured accuracy of client files.
Accounts Payable Manager at Sovereign Hotel Group
February 1, 2009 - February 1, 2010Oversaw invoicing, cross-checking, and reconciliations for eight venues. Managed high-volume data entry and accuracy checks. Ensured correct coding, approvals, and document flow.
Education
NZQA Financial Services (Financial Advice) Level 5 at Open Polytechnic NZ
January 11, 2030 - January 1, 2015Diploma RG146 (Advanced Financial Planning) at Kaplan Professional
January 11, 2030 - January 1, 2012Bachelor of Media Arts (Graphic Design) at Waikato Institute of Technology
January 11, 2030 - January 1, 2002Bursary at Fraser High School
January 11, 2030 - January 1, 1999Qualifications
NZQA Financial Services (Financial Advice) Level 5
January 11, 2030 - January 1, 2015Diploma RG146 (Advanced Financial Planning)
January 11, 2030 - January 1, 2012Bachelor of Media Arts (Graphic Design)
January 11, 2030 - January 1, 2002Bursary
January 11, 2030 - January 1, 1999Industry Experience
Media & Entertainment, Financial Services, Education, Retail, Professional Services
Experience Level
Expert
Expert
Expert
Expert
Intermediate
Intermediate
Intermediate
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