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Steven
Whittaker – Regional Manager
Steve's role is to manage the Rotorua Office, which provides a direct link to client schools from
Turangi in the South to Auckland in the North. Key areas of his focus include delivering professional,
cost effective and proven financial services, developing effective relationships with client schools
and to further grow Education Services name and business within this region. He is also responsible
for the preparation of client Annual Financial Statements. Steve is a member of the New Zealand
Institute of Chartered Accountants.
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Michelle Judd – Manager
Michelle joined our team in 2003. She is an integral part of the management team. Michelle is responsible for the delivery of client's monthly financial reports, which includes processing receipts and payments, SUE Reports, Bank Statement Reconciliation, completing and filing GST Returns and client visits. Michelle's other main responsibility is to oversee the asset register maintenance for the office.
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Adrian Edwards – Manager
Adrian joined our team in January 2006 and has quickly developed into a Management role. Adrian is responsible for the delivery of client's monthly financial reports, which includes processing receipts and payments, SUE Reports, Bank Statement Reconciliation, completing and filing GST Returns and client visits.
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Julie Whittaker – Team Leader
Julie is a foundation member of Education Services Rotorua Office. Julie's role is to provide support to the managers, provide leadership, support and to co-ordinate the Rotorua office day to day activities. She is responsible for the delivery of client's monthly financial reports, which includes processing receipts and payments, SUE Reports, Bank Statement Reconciliations and completing and filing GST Returns. Julie also assists with the year-end Annual Financial Statements preparation.
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Kelly Bathe-Taylor – Senior Client Officer
Kelly joined Team Rotorua in October 2005 as our receptionist. Kelly has quickly evolved into a valued member of the team with individual responsibility for 20 plus clients. Specific duties include processing receipts and payments, SUE Reports, Bank Statement Reconciliation and completing and filing GST Returns.
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Vivienne Leslie – Client Officer
Vivienne joined our team mid 2006. Her prior experience includes secretarial and banking services. Viv's positive attitude and work ethic has seen Viv quickly evolved into a valued member of the team with individual responsibility for clients. Specific duties include processing receipts and payments, SUE Reports, Bank Statement Reconciliation and completing and filing GST Returns.
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Hilary Christmas – Client Officer
Hilary joined the team in June 2007 after working in a local Rotorua School as Executive Officer. This experience gives her a great grounding in all aspects of education finance management. Hilary has individual responsibility for 20 plus clients. Her specific duties include processing receipts and payments, SUE Reports, Bank Statement Reconciliation and completing and filing GST Returns.
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Shirley den Boer - Client Officer
Shirley joined Team Rotorua in July 2008. Shirley's specific duties include processing receipts and payments, SUE Reports, Bank Statement Reconciliation and completing and filing GST Returns.
She has quickly evolved into a valued member of the team with individual responsibility for 15 plus clients. Shirley has spent several years as administrator for a local kindergarten.
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Clare Hammon - Client Officer
Clare joined Team Rotorua in March 2009. Clare's
specific duties include admin duties, processing receipts and payments, SUE Reports, Bank Statement Reconciliation and completing and filing GST Returns. She has her own portifolio and assists other CSO's when workloads are heavy.
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Vanessa O'Keefe - Client Officer
Vanessa joined Team Rotorua in April 2009. Vanessa's specific duties include processing receipts and payments, SUE Reports, Bank Statement Reconciliation and completing and filing GST Returns. She has her own portifolio and assists other CSO's when workloads are heavy.
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Sharmaine Chand – Data Entry Operator
Sharmaine joined our team in 2006 and has grown into her role providing vital assistance in the data entry and creditors processing areas. Her prior experience included school office secretarial and Board of Trustees support.
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Ann Nield - Data Entry Operator/Receptionist
Ann joined Team Rotorua in August 2008 and will be your first point of contact, either by phone or when calling into the office. Ann is growing into her role providing vital assistance in the data entry and creditors processing. Ann comes to us from Ngongotaha School where she spent nine years as Librarian.
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Karen Collier - Client Officer
Karen joined Team Rotorua in April 2009. Karen is a young mother who has returned to the workforce on a part time basis. Her duties include providing vital assistance in the data entry and creditors processing areas.
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