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This is an opportunity to join a well-established, New Zealand-owned industrial business experiencing significant growth.
They are looking for a commercially minded Account Manager who understands the value of being a trusted partner to customers and can combine technical credibility with a proactive approach to account growth.
About the role:
This is a full-time permanent busy field-based role with regular office attendance and responsibility for an established portfolio of industrial customers across the Northern Region, from north of Taupō through to Cape Reinga.
This is predominantly an account management position, with approximately 90% of your focus on nurturing and growing existing relationships and 10% on identifying new opportunities.
With dedicated Internal Sales support for technical quoting and a Business Development Executive helping generate new pipeline opportunities, you will be well supported to maximise your territory.
Key Responsibilities
- Manage and grow an established portfolio of industrial customer accounts across the Northern Region
- Conduct regular customer site visits, building relationships with key decisionmakers, engineers, and procurement teams.
- Identify opportunities to grow existing accounts through additional product lines, new applications, upgrades, replacements, and upcoming projects
- Manage the full sales cycle for existing account opportunities, from initial identification through to negotiation and close
- Work collaboratively with Internal Sales to develop accurate technical quotes and proposals, ensuring customer requirements are clearly understood
- Lead commercial negotiations and ensure a smooth handover to the fulfilment team
- Maintain accurate customer, contact, and opportunity records within HubSpot CRM
- Monitor account performance, maintain a healthy sales pipeline, and submit weekly pipeline and closing ratio reports
- Identify and communicate account risks, competitor activity, and customer concerns early
- Work closely with the Chief Industrial Sales Manager to maximise account growth and territory performance
About You
You are a relationship-driven sales professional who enjoys being out in the field, working closely with customers, and developing long-term commercial partnerships.
Ideally, you will have:
- Proven experience in account management, territory sales, or industrial B2B sales with fluid/flow control or from adjacent technical sector – highly desirable
- A demonstrated ability to retain customers, grow existing accounts, and identify additional revenue opportunities
- Confidence engaging with engineers, maintenance teams, procurement professionals, and senior decisionmakers
- Strong commercial skills, including quoting, negotiation, closing, and account planning
- A practical, inquisitive approach to understanding customer requirements and recommending appropriate solutions
- The self-motivation and organisation required to manage a field-based territory independently
- Tech savvy good with systems and internal CRMs
- A customer-first mindset, backed by the confidence to ask questions, challenge assumptions, and identify opportunities for improvement
In return:
- Competitive base plus performance-based bonus scheme and company vehicle
- An established customer portfolio with genuine opportunities for further growth
- Dedicated Internal Sales support for technical quoting and proposals
- A Business Development Executive supporting new pipeline development
- HubSpot CRM and structured sales processes
- Direct access to the Chief Industrial Sales Manager
- The opportunity to join a family-owned New Zealand business with a strong customer focus and ambitious growth plans
This position is ideal for an experienced Account Manager who enjoys owning customer relationships and developing a territory without having to generate every opportunity from scratch. If this sounds like you APPLY now for more details, contact Sapna 09 912 0774/027 7887 712 or email sapna.kanwar@parkerbridge.nz
This well-established New Zealand industrial supplier specialising in industrial equipment and associated engineered solutions based across the nation are seeking an experienced Chief Operating Officer to be part of their progressive family-owned business.
About the role:
This is an opportunity to make a tangible difference in a successful business with strong foundations, an established customer base and a culture built on relationships, loyalty and practical expertise.
Reporting to the CEO, you will take ownership of the business's operational operating rhythm, ensuring people, processes and performance are aligned with commercial objectives.
You will work across service and operations to improve execution, strengthen customer delivery and enable leaders to take greater ownership of their areas.
Key responsibilities will include:
- Establish clear organisational structures, role responsibilities, decision-making authority and escalation pathways to reduce ambiguity
- Introduce a consistent operating cadence, including weekly KPI reporting, leadership meetings, monthly operational reviews and quarterly planning
- Improve visibility and control over margins, productivity, working capital, inventory and operational costs, ensuring operational decisions support profitable growth
- Strengthen and scale the service offering, protect key customer relationships and develop a repeatable model that can be expanded across additional regions
- Improve coordination between service and operations, creating better handovers, stronger forecasting, improved responsiveness and opportunities to grow existing customer relationships
- Identify and remove bottlenecks across quoting, procurement, inventory, scheduling, dispatch, workshop activities and customer delivery
- Coach and develop functional leaders, establish clear performance expectations and build a stronger, more accountable leadership team
- Introduce practical systems, processes and standard operating procedures that improve consistency, reduce friction and support growth
- Maintain strong standards across health and safety, quality, compliance and operational risk
- Build an organisation that can operate effectively without unnecessary dependence on individual people, strengthening resilience and long-term enterprise value
About you
You are an experienced operational leader who combines commercial judgement with the ability to bring people together, establish structure and deliver measurable improvements.
You will ideally bring:
- Proven experience as a COO, General Manager, Head of Operations or equivalent senior leader – ideally within industrial distribution or engineering sector (or similar)
- Experience implementing or leading quality management systems, ideally within an ISO 9001 environment – desirable
- A strong track record of improving operational performance through KPIs, reporting disciplines, process improvement and leadership accountability
- Commercial acumen, including an understanding of gross margin, profitability, productivity, inventory and working capital
- Experience leading across multiple functions, with the ability to align sales, service and operations around shared outcomes
- The ability to develop managers, clarify responsibilities and empower teams to make sound decisions
- Experience scaling a business, improving organisational maturity or supporting integration following an acquisition will be highly regarded
- A practical understanding of health and safety and quality systems in an industrial environment
Why consider this opportunity
- Join an established New Zealand business with a strong customer reputation and loyal relationships
- Competitive remuneration package
- Play a pivotal role in shaping the next phase of business growth
- Work in partnership with the Managing Director, with the opportunity to influence strategy and execution
- Build leadership capability and create lasting improvements across the organisation
- Help scale a valuable service offering alongside an established industrial supply business
- Make a genuine impact on business performance, culture and long-term enterprise value
If you are an experienced operational leader ready to make a meaningful impact in an established business with ambitious plans, we would welcome a confidential conversation. Apply now or contact Sapna 09 912 0774/027 7887 712, sapna.kanwar@parkerbridge.nz
This well-known financial services provider based in Auckland is seeking a Senior Investment Risk & Compliance Analyst for a Fixed Term Contract to manage the investment risk, compliance, regulatory reporting and investment analysis.
About the role
As a Senior Investment Risk & Compliance Analyst, you will play an important role in ensuring investment activities and portfolios operate within regulatory requirements, internal policies and robust risk frameworks. You will work closely with investment, risk, compliance, legal and governance teams to strengthen controls, improve processes and support sound investment decision-making.
About the role
You will be responsible for:
- Monitoring investment compliance across portfolios and investment activities
- Overseeing investment risk controls, incidents and control testing
- Supporting regulatory and internal reporting requirements
- Maintaining investment data integrity and resolving data or valuation issues
- Developing and improving compliance, risk and reporting processes
- Supporting performance analysis, portfolio construction and investment strategy initiatives
- Contributing to new fund and product launches
- Providing guidance and mentoring to junior team members
About you:
- Previous similar experience in investment compliance, risk, investment operations or a related funds management environment.
- Strong analytical and problem-solving skills, a sound understanding of regulatory requirements and investment processes, and the ability to work effectively with a broad range of stakeholders
- Experience with portfolio analytics, performance attribution, risk metrics, regulatory reporting and process improvement will be highly regarded
- Excellent communication skills and commercially astute
In return:
- Competitive remuneration
- Easily accessible location
- Growth and development
- Influential role within an investment team
- Supportive team culture
If you are immediately available, please click APPLY. For more details contact Sapna 09 912 0774/027 7887 712 or email sapna.kanwar@parkerbridge.nz
We are partnering with a well-established accounting firm in South Auckland to find an Assistant Branch Lead to join their close-knit and high-performing team.
This is a great opportunity for someone who is technically strong across compliance accounting, enjoys building trusted client relationships and is keen to broaden their experience into leadership.
The team is experienced, supportive and highly collaborative, with a strong culture of sharing knowledge and working together across the wider business. You will be joining a branch where quality work, strong client relationships and professional development are genuinely valued.
About the role
As an Assistant Branch Lead, you will play a pivotal role in the day-to-day success of the branch, working alongside the General Manager to support clients, workflow, team capability and business performance. Your core responsibilities will include delivering high-quality compliance work across a diverse client base, while increasingly identifying opportunities to provide clients with broader business and advisory support. You will have the opportunity to develop your BAS capability across areas such as management reporting, cash flow analysis, budgeting and business performance advice, with strong training and support available. The role will also see you mentoring junior team members, contributing to workflow and branch operations, and helping create a positive, high-performing team environment.
Key responsibilities:
- Preparing and reviewing financial statements, tax returns and GST
- Managing a portfolio of diverse clients and building strong relationships
- Providing practical accounting and commercial advice
- Developing your Business Advisory Services capability
- Identifying opportunities to expand clients beyond traditional compliance services
- Supporting client meetings and relationship management
- Mentoring and guiding junior and intermediate accountants
- Supporting workflow, deadlines and branch operations
- Contributing to business growth and client retention
- Identifying opportunities to improve processes and efficiency
- Working collaboratively with the wider accounting team
About you:
We are looking for a senior accountant who can bring strong technical capability while also demonstrating the interpersonal and commercial skills needed to step into a broader role.
Requirements:
- Several years’ experience within a New Zealand accounting firm at the senior accounting level
- Strong compliance accounting experience
- Statutory accounting qualifications - desirable
- Experience preparing and/or reviewing financial statements, GST and tax returns
- An understanding of Business Advisory Services, or a genuine desire to develop in this area
- Strong client relationship and communication skills
- Experience mentoring, reviewing or supporting less experienced accountants
- A commercially minded approach and an interest in understanding the wider needs of your clients
- The confidence to take ownership and operate at a senior level
- A collaborative, team-focused attitude
In return:
- Competitive remuneration
- Easy accessible location
- Opportunity to be part of well established public practice business
- Supportive management
- On going development and career progression
- Flexible work options for the right candidate
If you are an experienced senior accountant looking for a role that combines technical accounting, client advisory and a pathway into leadership, we would love to hear from you. For more details and a full job description contact Sapna Kanwar 09 912 0774/027 7887 712 or email sapna.kanwar@parkerbridge.nz
HoP-PD
Head of Product Job Details Location Role type Work model Reports to Direct reports
Auckland Permanent, full-time Hybrid Chief Product and Technology Officer Yes
Last updated September 2026 SEVENTY PERCENT OF A NEW ZEALAND'S GENERAL PRACTICES OPEN OUR SOFTWARE FIRST THING EVERY MORNING. Medtech Global has spent 30 years building technology that supports clinicians across New Zealand and Australia. We have deep institutional knowledge of how healthcare actually works, and a clear-eyed view of where it needs to go. Our products sit at the centre of clinical workflows in thousands of practices. A GP finding a lab result, a practice manager chasing a claim, a nurse running a recall, a patient booking an appointment - all of it runs through software we build. When it is good, care gets easier. When it is not, we are the reason someone's day was harder than it needed to be, and the quality of care gets compromised. We are building what comes next, without stopping what works today - this is the key balance this role needs to keep in mind. This role owns the product portfolio that funds the company and the new products that will define it, and it owns the commercial model, the go-to-market, the product capability and product teams leadership that make both possible. WHY THIS ROLE EXISTS Medtech has a strong market position, real institutional knowledge, and products that have earned three decades of clinical trust. We now need a single owner of product strategy - someone accountable for what we build, why we build it, what we charge for it, how it reaches the market, and how the whole portfolio ladders into the business strategy. Current situations seems to be a paradox - we win most feature comparisons with our competitions and still lose deals. We have market-leading share and no strategy that lets us say no to anything. Our customers do not benchmark us against competitors - they benchmark us against the apps on their phones in their pockets. The market is moving on architecture, total cost of ownership, experience and AI velocity, and our product decisions have not yet been organised around that. At the same time, our bet is that the growth is not in the products we have. It is in Australia, in specialist and out-of-hospital care, in the data we hold and do nothing with, and in AI applied inside clinical workflow rather than bolted onto it.
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So this role carries two mandates at once: Defend and grow the established portfolio. These products carry the revenue and the cash flow. They fund everything else. They need retention, margin, pricing discipline, a credible release cadence, and a clear-eyed view of which capability actually moves a buying decision. This is portfolio management under real commercial constraint, it's not a greenfield exercise. Build the new products. New markets, new segments, new architecture, small teams, high uncertainty. Here the currency is validated learning, speed, and the discipline to kill things early. These require different operating models, different metrics, different funding logic and often different people, and the failure mode is running one playbook across both. Managing a mature product like a startup destroys the cash flow. Managing a new product like a mature one kills it before it finds a market. Holding both, without confusing them, is the core intellectual demand of this role. WHY THIS IS WORTH DOING This won't be easy. Healthcare is complex, regulated and high-stakes. The legacy is real, the transformation ahead is significant, and some of what needs fixing has been unaddressed for years. But there are very few product roles anywhere with this combination: an installed base most companies never reach, two countries, a portfolio spanning legacy to greenfield, a genuinely open field on AI in clinical workflow, and a mandate broad enough that the answer is not already written down. What gets decided in this role over the next three years determines whether Medtech is the platform for out-of-hospital care in Asia Pacific or an incumbent in managed decline. The Head of Product will help define what Medtech becomes. It is a rare opportunity, and we are looking for someone who sees that clearly, wants their fingerprints on it, and intends to enjoy the process. WHAT THIS ROLE DOES Own product strategy across the portfolio
• Own the product strategy for every product, and the logic that connects them - what each one is for, who it serves, where it wins, and what we will stop doing.
• Make the portfolio choices explicit: where we invest, where we hold, where we harvest, and where we sunset.
• Ladder product strategy into the business strategy, and hold the line when the two drift apart.
• Own the product operating cadence - reviews, KPIs and roadmap commitments. • Bring rigour to competitive and market understanding: buyer-weighted win/loss, churn
causes, segment economics. Replace anecdote with data and evidence.
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Run the established products like the business they are • Own the commercial performance of the revenue-generating portfolio - retention, margin,
licence growth, add-on adoption. • Own release credibility. Regulatory requirement and committed dates matter more to our
customers than any single feature. • Fix the experience debt where it costs us most. Workflows clinicians touch dozens of
times a day are where trust is won and lost. • Understand churn properly and make retention a product outcome. • Modernise deliberately and incrementally. A large installed base is an asset to be
protected while it is moved, not an obstacle.
Build the new products • Own the 0-to-1 portfolio: new segments, new markets, new architecture. Small teams,
tight loops, real customers early. • Run these with different metrics and different governance - evidence of demand and
willingness to pay before scale, not roadmap adherence. • Be willing to kill your own bets. The discipline to stop is what makes the discipline to start
affordable. • Make the interface with the established estate work. New products in this business do
not get to ignore the systems already in every practice. • Own the AI product agenda - AI inside clinical workflow, in the data we already hold, and
in the practice's commercial reality, not as a bolt-on feature.
Own the commercial model - pricing, packaging and go-to-market • Own pricing and packaging across the portfolio. In our market the commercial model is
doing at least as much competitive damage as any feature gap, and correcting it is among the highest-leverage moves available.
• Build the discipline behind it: value-based pricing, willingness-to-pay evidence, total cost of ownership modelling, bundling and tier design, and the sequencing of price change without triggering a customer revolt.
• Own go-to-market jointly with marketing and sales - positioning, messaging, launch, enablement, pipeline contribution.
• Make the commercial case for investment: business cases, unit economics, payback, and the honest version of the downside.
• Partner on partnership and platform economics - our integration ecosystem is a genuine moat and it needs a commercial model, not just an API.
Be Medtech's product voice in the industry - New Zealand and Australia • Get in front of customers constantly. Practices, clinicians, practice managers, corporate
and PE-backed groups, specialists, PHOs and health agencies, in both countries. • Represent Medtech externally - industry forums, sector bodies, regulators, conferences
and press - and be credible in a room full of clinicians. • Listen first, and listen for what is not being said. The most valuable thing a customer tells
you is usually not the thing they asked for. • Influence without authority, inside and out. Much of this role's leverage comes from
changing minds you do not control.
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Own delivery, not just direction • Own what the product teams commit to and what they actually deliver - scope, sequence,
date and quality. • Set and hold the release cadence across the portfolio, and make committed dates mean
something again, to customers and internally • Partner with engineering as a peer, not a client. Shared ownership of scope, sequencing,
the quality bar and technical investment, with the trade-offs made in the open rather than absorbed quietly.
• Own the flow of work end to end - discovery, build, release, adoption, measurement. Limit work in progress, make the pipeline visible, and clear the blockers your teams cannot clear themselves.
• Own release readiness with service delivery and marketing - documentation, training, enablement, support handover, and the loop back into the backlog.
• Treat quality as a product decision, not an engineering one. • Instrument delivery honestly - predictability, cycle time, escaped defects, adoption of
what we ship. • Lead the product teams through a significant shift of development capability onshore:
new teams forming around products, new ways of working, and leaders who have not operated this way before.
Lead, build and grow the product function • Lead the product management team directly - performance, development, careers and
the standard of the work. Assess capability honestly. Some strong people are in the wrong roles, and honest assessment is the first act of respect.
• Lead through others as the function grows. Develop product leaders, not just product managers, and build a bench that outlasts you.
• Raise the bar on the craft: discovery, problem definition, writing, prioritisation, outcome ownership, and working well with design and engineering.
• Set clear expectations and hold people to them. Feedback early, specific and kind. Lead situationally and deal with underperformance.
HOW YOU WILL WORK Work backwards from the customer and the business outcome. The key operating beliefs we borrow from the best-run product organisations, and expect fluency in:
• Customer obsession. Start with the clinician, the practice and the patient, and work back to the technology. Pay attention to competitors - but obsess over customers.
• Ownership. Think like an owner of the whole business, not a custodian of your patch. Act on behalf of the company, never say "that's not my job", and never trade long-term value for a short-term number.
• Invent and simplify. Expect and require invention from your teams, and always look for ways to simplify. Seek ideas from outside, and accept being misunderstood for long stretches when you are early to something.
• Outcomes over output. We measure the change in customer and business behaviour, not the count of features shipped. A list of dates and deliverables is a plan; a set of outcomes with evidence behind them is a strategy.
• Continuous discovery. Structured contact with customers every week, by the people making the decisions - not delegated to a report. Discovery and delivery run as parallel tracks, not sequential phases.
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• Empowered teams solving problems. Give teams problems to solve and the context to solve them, not features to build. Hold them to outcomes, and give them the customer access, data and technical judgment that makes that fair.
• Small bets, fast evidence. Attack the riskiest assumption first, at the smallest scale that produces a real answer. Prototypes, pilots and instrumented releases over long build cycles. Agree the kill criteria before you start, and honour them.
• Build a high-performance culture, not a high-pressure one. Clear expectations, visible outcomes, honest feedback, real consequences, and psychological safety.
• Be a player-coach, and go deep. You will be doing as much as directing: writing the strategy, sitting in the consultation room, building the pricing model, joining the sales call, editing the PRD. Read the ticket, watch the workflow, run the query yourself. The credibility of this role is built in the work, not the title.
Be fluent in modern AI - in how you work, and in what we build. • In your own practice. You use modern AI tooling daily in the actual work of product
management - synthesising research and support data at scale, drafting and pressure-testing strategy, specs and business cases, competitive and market analysis.
• In how the function works. Raise the AI capability of the whole product team - the tooling, the habits, and the judgment about where AI accelerates good work and where it produces confident nonsense at speed.
• In the product. You understand what current AI systems can and cannot reliably do, how they fail, what they cost to run, and how their quality is evaluated. You can tell the difference between a feature that uses AI and a feature that is materially better because of it.
• Responsibly, because this is healthcare. Clinical safety, privacy, data sovereignty, consent, bias, explainability, meaningful human oversight and a clean audit trail are product requirements from the first sketch, not a compliance review at the end. You should be able to tell us where you would refuse to apply AI, and why.
• Commercially and competitively. AI is changing cost structures, pricing models and buyer expectations in our market right now. Our customers are increasingly capable of building their own tools - we would rather build with them than find out about it afterwards
Hold the tension, don't resolve it. Everything above is capability. The three that close this section are about balance, where each asks you to carry two opposing things at once rather than pick a side.
• Be visionary when needed, pragmatic always. Set the long-term direction clearly, then make the small, deliberate improvements that compound. Progress is made in well-designed iterative steps.
• Diagnose before you solve. Our product landscape has complexity built up over decades. Understand the system before reaching for solutions. Root causes matter more than symptoms. First principles matter more than benchmarks.
• Take the work seriously and yourself lightly. This is hard, consequential, and often genuinely fun. People who need the work to be grim to feel it matters will not enjoy it here.
WHAT SUCCESS LOOKS LIKE AT 12 MONTHS Working backwards from where we aspire to be:
• A product strategy exists, is written down, is understood by the teams and the executive, and names what we are not doing.
• Every product has a clear owner, a defined position, a measurable outcome set, and a roadmap the business can commit to publicly.
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• The established portfolio is defended: retention improving, churn causes understood rather than classified, and release commitments met.
• Pricing and packaging reviewed and repositioned, with a defensible commercial model and a sequenced plan for change - and evidence of willingness to pay behind it.
• Go-to-market working as a joint operating rhythm with marketing and sales, with product marketing capability in place and launches that land.
• At least one new product bet in market with real customers, real evidence and an honest verdict - continue, pivot or stop.
• The Australian product position defined - segments, differentiation, and the specific competitors we are choosing to fight.
• Delivery predictable and measured: a published release cadence being met, delivery and quality metrics instrumented and reported honestly, and the onshore product teams operating with a working discovery-to-release rhythm.
• Continuous discovery running as normal practice - every product team in direct contact with customers weekly, and decisions visibly traceable to that evidence.
• AI applied where it earns its place: at least one AI capability in customers' hands with measured value, a responsible-AI standard the clinical and privacy sides accept, and a product team that uses AI fluently in its own work.
• Product management capability materially stronger: assessed honestly, roles corrected, gaps hired, craft standards raised and being coached.
• The product function is a trusted commercial partner to the executive. The person in this role is someone the CEO and CPTO take into a board room and a customer meeting with equal confidence.
WHAT WE'RE LOOKING FOR Essential
• 10+ years in product management, with at least 3 years leading product functions or teams of teams; a strong senior or group product manager ready to step up into their first head-of role will be considered
• Proven ownership of both sides of the mandate - you have grown a mature, revenue- generating product and taken something new to market, and can articulate why you ran them differently
• Commercial ownership - pricing, packaging, business cases, unit economics. You have set a price, defended it, and changed one without losing the base
• Go-to-market experience in genuine partnership with marketing and sales, from positioning through launch to enablement
• Deeply customer-facing. You have spent real time in your customers' environment, and your strategy shows it. Exceptional listener; persuasive without needing authority
• A track record of building product capability - assessing teams, correcting roles, coaching individuals, hiring well, and raising the standard of the craft
• Genuine delivery accountability. You have owned whether things shipped, not only what was on the roadmap - release cadence, quality bar, and the working relationship with engineering that makes both possible
• Fluent in modern AI on both sides of the role - demonstrably using it in your own product practice, and having shipped AI capability into a product where you can explain the value it created, the guardrails you put around it, and where you chose not to use it
• Strategic and team leadership together. You can write the strategy and lead the people who execute it.
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• Evidence-first temperament. You will not accept a metric without knowing how it was measured, or a roadmap item without knowing whose problem it solves
• Comfortable with legacy. A large installed base on older technology is the reality of the job, and you can modernise it without breaking the business that depends on it
• Willing to travel across New Zealand and Australia, regularly • Cross-functional leadership. You have led outcomes that run through functions you do not
own - engineering, design, service delivery, marketing, sales and finance, and built the shared operating rhythm that made it work. You are comfortable being accountable for a result you can only deliver through other leaders' teams
Strong advantage
• Health sector experience - PMS, EMR, health-tech - or another regulated, high-consequence domain
• Multi-market product ownership across New Zealand and Australia, or comparable two- market complexity
• B2B SaaS transition experience - on-premise or hosted to cloud, perpetual to subscription, or unbundled to all-inclusive pricing
• AI in a regulated or clinical setting - safety cases, model evaluation, or navigating a regulator's view of an AI-enabled feature
• Data and analytics product experience - turning an installed base's data into a product customers will pay for
• Platform, API or partner-ecosystem product experience, including the commercial model around it
• Experience through an acquisition or portfolio integration • Clinical background, or credible fluency with clinicians
OUR PRINCIPLES Here are the operating beliefs that shape every decision we make:
• Diagnose before you solve - understand the situation fully before reaching for a solution; root cause over symptoms
• The treasure is worth finding - hard problems are worth pursuing with conviction; believe the answer exists, even when it is not yet visible
• Meaningful work and meaningful relationships - the work matters, and so do the people doing it; we optimise for both
• Build great businesses by building great people - the quality of our people and their interactions is the engine of everything we produce
• First principles over analogy - break problems to fundamentals rather than reasoning from how others have solved it
At Medtech, we value adaptability and recognise that business needs may evolve over time. As such, this position description is subject to change.
Microsoft Word - Document1
Senior Manager – Compliance
Reports To Partners
Direct Reports None
Location Auckland
Employment Type Permanent, Full Time
Qualification Requirement Chartered Accountant or equivalent
Practising Requirement Current Public Practice Certificate (PPC) with ability to review and sign o client work
Role Purpose
The Senior Manager – Compliance is responsible for the e ective planning, coordination, review and delivery of the firm’s compliance programme.
The role will take ownership of compliance scheduling and workflow across the firm, ensuring work is progressed e iciently, completed to the required technical standard and delivered within agreed filing deadlines.
This is predominantly a review, quality control and workflow management role rather than an accounts preparation position. The Senior Manager will work closely with the Partners, Senior Managers and outsourced accounting provider to ensure compliance work moves e iciently through the business.
A key objective of the position is to enable the Partners to step away from the day-to- day management and delivery of compliance activity.
Key Accountabilities
Compliance Planning & Workflow
Take ownership of the firm’s annual compliance programme, including scheduling and monitoring workflow.
Maintain clear oversight of upcoming filing requirements, deadlines and priorities.
Monitor progress against agreed compliance and filing targets.
Identify potential workflow issues or delays and take appropriate action to keep work progressing.
Ensure work is appropriately allocated between the internal team and outsourced accounting provider.
Maintain visibility over the status of compliance work and provide regular updates to the Partners and wider team.
Ensure outstanding matters are actively followed through to completion.
Review & Quality Control
Review financial statements, income tax returns, GST returns, workpapers and supporting documentation prepared by others.
Ensure work is technically accurate, complete and consistent with firm standards.
Review and update resolutions, minutes and other associated statutory documentation as required.
Identify and resolve technical or quality issues.
Sign o client work where appropriate and within the scope of the position holder’s Public Practice Certificate.
Maintain appropriate quality control processes across the compliance function.
Outsourced Provider Management
Coordinate workflow with the firm’s outsourced accounting provider, Connect.
Ensure work provided externally is appropriately scoped, prioritised and scheduled.
Review the quality and completeness of work returned.
Monitor turnaround times and address issues that impact the e iciency of the compliance process.
Identify opportunities to improve the e ectiveness of the outsourced relationship.
Process Improvement
Review existing compliance processes and identify opportunities to improve e iciency, consistency and throughput.
Develop practical processes and controls that provide greater visibility over compliance workflow.
Support the use of technology, automation and AI-enabled tools where these can improve the quality or e iciency of compliance delivery.
Promote consistent ways of working across the firm.
Team & Stakeholder Support
Work collaboratively with Partners and Senior Managers to ensure compliance requirements are appropriately prioritised and delivered.
Provide technical guidance and support to other members of the team where required.
Influence workflow and outcomes without relying on formal reporting lines.
Build strong working relationships across the firm and with external service providers.
Contribute positively to the firm’s collaborative and team-based culture.
Key Measures of Success
Full ownership of the firm’s compliance schedule and workflow.
Compliance work completed in line with agreed internal and statutory filing targets.
Clear visibility across the business of compliance progress, priorities and outstanding work.
Reduced Partner involvement in the day-to-day management and delivery of compliance work.
Consistent quality and accuracy of reviewed compliance work.
E ective utilisation and management of the outsourced accounting provider.
Improved e iciency and consistency of compliance processes.
Strong follow-through, with work progressed and completed without unnecessary delays.
Experience & Qualifications
A current Public Practice Certificate, with the appropriate experience and authority to review and sign o client work.
CA qualification or equivalent.
Significant experience within a New Zealand chartered accounting or professional services firm.
Strong working knowledge of New Zealand accounting, taxation and compliance requirements.
Demonstrated experience reviewing financial statements, tax returns, GST returns and associated workpapers.
Experience managing or coordinating a significant volume of compliance work.
Experience working with outsourced or o shore accounting providers would be advantageous.
An understanding of how technology, automation and AI can be applied to accounting and compliance processes.
Skills & Capabilities
Strong planning, organisation and workflow management capability.
Excellent attention to detail and commitment to quality.
Strong technical accounting and tax judgement.
Ability to prioritise and manage multiple competing deadlines.
Strong follow-through and a focus on completing work.
Ability to identify issues early and take practical action to resolve them.
Confident reviewing the work of experienced accounting professionals.
Collaborative and able to influence others without formal authority.
Pragmatic and commercially minded.
Comfortable working within a flat organisational structure.
Key Relationships
Relationship Key Stakeholders
Internal Partners; Senior Managers; wider accounting team
External Connect outsourced accounting team; clients as required; other professional advisers and external parties where relevant
Organisation & Team Structure
The firm comprises approximately 18 employees, including 12 accounting professionals and two Partners
The organisational structure is deliberately flat, with experienced Senior Managers responsible for their own client portfolios and no traditional junior or intermediate accounting layer. Preparation-level work is largely supported through the firm’s outsourced accounting provider.
The Senior Manager – Compliance will not have direct reports but will play a key role in coordinating compliance activity across the wider team.
Role Context
The role has been created to support the ongoing growth and development of the firm and the addition of new client portfolios.
The firm is also progressively refining its client base, with a focus on reducing unnecessary compliance volume while increasing the quality of clients and the level of value-added advisory support provided.
Current service delivery is approximately 60% compliance and 40% advisory, including business planning, forecasting, monthly / quarterly client advisory meetings, valuations, succession planning and CFO type services.
The firm predominantly works with privately owned businesses, typically with annual revenue of approximately $1 million to $10 million.
Remuneration
Indicative remuneration is expected to be in the range of $160,000–$180,000, depending on experience and the overall remuneration structure agreed.
Alternative remuneration structures, including performance or profit-related components, may be considered.
Equity is not currently part of the position.