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Suzanne Socki, CFA, CA (SA), CPA

Suzanne Socki, CFA, CA (SA), CPA

Audit Senior

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  • Timeline

  • About me

    Associate Director Financial Reporting

  • Education

    • The CFA Institute

      2016 - 2016
      Passed Level III of the CFA exam (Jun'16)

    • The CFA Institute

      2015 - 2015
      Passed Level II of the CFA exam (Jun'15)

    • The CFA Institute

      2013 - 2013
      Passed Level I of the CFA exam (Dec'13)

    • South African Institute of Chartered Accountants

      2007 - 2008
      Chartered Accountant Financial Accounting, Taxation, Auditing and Management and Cost Accounting

    • University of South Africa/Universiteit van Suid-Afrika

      2006 - 2006
      Honours Bachelor of Accounting Science Taxation, Financial Accounting, Management & Cost Accounting, Auditing Chartered Accountant

    • University of South Africa/Universiteit van Suid-Afrika

      2003 - 2005
      Bachelor of Accounting Science Taxation, Financial Accounting, Management & Cost Accounting, Auditing

  • Experience

    • Enslins Chartered Accountants

      Jan 2003 - Jun 2008
      Audit Senior

    • Auditor General of South Africa

      Jul 2008 - Feb 2011
      Assistant Manager

    • Citi

      Feb 2011 - Oct 2011
      Senior Fund Accountant

    • PwC

      Oct 2011 - Jun 2013
      Senior Associate

    • Fidelity International

      Sept 2013 - now

      Revenue Controller Revenue Controller, previously Expense Controller

      • Associate Director Financial Reporting

        Jan 2024 - now

      • Senior Manager - Finance

        Sept 2018 - Dec 2023

      • Financial Accountant Manager

        May 2016 - Sept 2018

      • Manager Investment Compliance

        Sept 2013 - May 2016

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA) charterholder

      CFA Institute
      Aug 2016
      View certificate certificate

    • Chartered Accountant

      SAICA CA(SA)
      Nov 2008

    • CFA Institute Charterholder

      CFA Institute
      Aug 2024
      View certificate certificate

  • Honors & Awards

    • Awarded to Suzanne Socki, CFA, CA (SA), CPA
      Top 10 Student (out of 2700 students) University of South Africa Dec 2006 CTA / Honours Bachelor of Accounting Science - Top Ten Student (out of 2700 students) Ratings: Financial Accounting - 10th;Management & Cost Accounting - 16th;Taxation - 66th; Auditing - 101th;Overall - 10th.