
Timeline
About me
Financial Planning & Analysis Manager at Capfin
Education

Cima
-Membership awarded 2010
University of cape town
1993 - 1997Bachelor of science (b.sc.) hons geology/earth science, general
Experience

Metropolitan international
Sept 2012 - May 2013Project accountantContract position to establish the group service fees and software license fees billable from Metropolitan International (MI) and Momentum Africa Investments (MIA) to its African subsidiaries using a cost plus transfer pricing methodology.Reporting findings to executive management.Applying transfer pricing principals to ensure amount recoverable from the African subsidiaries is compliant with transfer pricing regulations.Documentation of all policy & procedures including timekeeping, standard costing and transfer pricing. Show less

Capfin
Jun 2013 - nowPerform financial feasibility analysis and ROI calculations on strategic project mandates to evaluate the viability of these projects and initiatives to support the business decision making. Present and make recommendations to Exco on results of analysis and ROI calculations to inform business decisions and to minimise strategic risk to the organisation. Advise and assist business functions in financial analysis on initiatives and projects to support decision-making on commercial impact of these projects and initiatives. Advise on the optimisation of resources. Design, construct & maintain new financial models for new strategic and business initiatives and projects. Collaborate with business stakeholders to set KPI’s for approved strategic projects and initiatives and then monitor and report on results. Influence stakeholders regarding revenue and cost factors and pro-actively drive business value throughout the organisation. Lead the budget and forecasting activities. Lead the Management Accounting function.Determine the impact of new projects and initiatives on the current business model and collaborate with the relevant stakeholders to incorporate the findings into new forecasts and budgets. Work closely with the Analytics team to ensure that appropriate data structures and automated reporting is in place to support analysis. Perform analysis on cost and revenue data to identify opportunities and/or risks and engage with stakeholders regarding possible solutions. Makes recommendations regarding cost savings or profit generating opportunities and profitability improvement strategies. Show less Design, construct & maintain financial models for assessing viability of new product offers, optimal credit risk decisions and business initiatives.Design, construct & maintain customer lifetime value models to assess profitability, ROI and to communicate accurate and reliable insights.Performing what-if analysis to inform strategic decisioning.Monthly credit reporting including Credit Risk and Credit Operations.Monitor credit metrics and suggest appropriate actions in support of Book growth and reduction in bad debt. Show less Design, construct and maintain financial models including forecast / budget models, aggregated financial reporting models, profitability and transfer pricing models. Compile monthly financial risk report including recommendations to changes in provisioning policies.Design, construct and implement profitability analysis by Retailer and product.Take the lead in budgeting & forecasting and presentation of aggregated results to executive management.Performing what-if analysis to inform strategic decisioning.Review individual entity management accounts and cost centre reporting for accuracy and completeness and ensuring accuracy of Group consolidation / aggregation.Review monthly financial reporting packs and regulatory reporting prior to distribution.Lead monthly meetings with Senior Cost Centre Managers and Executives to ensure accuracy of reporting and understanding of operational impacts on profitability. Show less
Financial Planning and Analysis Manager
Nov 2019 - nowSenior Credit Analyst
Jan 2017 - Nov 2019Lead / Senior Management Accountant
Jun 2013 - Dec 2016
Licenses & Certifications

Chartered institute of management accountants (acma) 2010
Cima
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