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Skills

  • Accounting
  • Financial Analysis
  • Financial Audits
  • Artificial Intelligence
  • Automation Engineering
  • Budgeting
  • Business Management
  • Controller
  • Cost Accounting
  • Cost Management
  • Data Management
  • Due Diligence
  • Feasibility Studies
  • Financial Management
  • Financial Services

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Services

  • Fractional CFO Services

    $40/hr Starting at $80 Ongoing

    Dedicated Resource

    My Fractional CFO services provide high-level financial leadership and hands-on operational support without the overhead of a full-time hire. This is more than just reporting on the past; it's about building...

    AccountingBudgetingControllerFinancial AnalysisFinancial Audits
  • Financial Systems Transformation

    $50/hr Starting at $200 Ongoing

    Dedicated Resource

    In today's fast-paced environment, your financial systems should be a competitive advantage, not a bottleneck. My Financial Systems Transformation service is designed to move you from outdated, manual...

    AccountingAutomation EngineeringData ManagementFinancial AnalysisProcess Design
  • Strategic Financial Services

    $60/hr Starting at $200 Ongoing

    Dedicated Resource

    From Vision to Implementation This comprehensive service is for organisations that need more than just a finance expert—they need a true strategic partner. I provide executive-level guidance on critical...

    Cost AccountingCost ManagementDue DiligenceFeasibility StudiesFinancial Audits
  • Customised Finance GPTs

    $100/hr Starting at $200 Ongoing

    Dedicated Resource

    Unlock Financial Insights with Custom AI Tools Ready to harness the power of artificial intelligence? I design and deploy custom, in-house GPTs (Generative Pre-trained Transformers) specifically trained...

    Artificial IntelligenceBusiness ManagementInformation TechnologyOperations ManagementProject Management

About

AI Automation & Curriculum Specialist | Fractional CFO

I help mission-led organisations and small businesses move from “we should really use AI” to AI that’s actually built, adopted and understood by the people who have to use it every day.
I bring 15+ years of senior finance, operations and governance leadership — including Chief Financial Officer, Fractional CFO, and, since 2023, sole responsibility for Finance, HR, IT and Governance at an international non-profit managing NZD 15 million in funding — combined with hands-on AI curriculum design, automation builds and digital skills training delivered through my own practice, SimplicAI.
Recent work includes:
• Designing and building a custom AI-enabled Grant Management System (Knack) that cut processing time by 50%
• Automating finance, HR and grants workflows using Power Automate, Make and Zapier
• Designing and piloting an AI curriculum — including a dedicated accessibility and workplace re-entry module — now used to train non-technical and returning-to-work learners on Microsoft Co-Pilot, Claude and low-code tools
• Nine years as a Fractional CFO and MSD Flexiwage Vetting Agent, coaching business owners through budgets, forecasts and feasibility planning
I hold a Master of Applied Management (thesis: AI in Accounting/Professional Services) and I’m as comfortable presenting to a board as I am sitting with someone who has never used AI before. If you need the AI solution designed, the automation built, and the training written that makes it stick — that’s exactly where I work best.

Work Terms

Flexible to work options

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