Alison Andersen

Alison Andersen

Trainee Accountant

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  • Timeline

  • About me

    Learning Manager & Executive Coach at IMD Business School

  • Education

    • South African Institute of Chartered Accountants (SAICA)

      2000 -
      Chartered Accountant (SA)
    • University of Cape Town

      1997 - 1997
      Postgraduate Diploma in Accounting Cum Laude
    • University of Cambridge

      2020 - 2021
      Undergraduate Certificate in Coaching SOCIAL SCIENCES
    • University of Cape Town

      1994 - 1996
      Bachelor of Commerce (B.Com.) Cum Laude
  • Experience

    • Ernst & Young

      Jan 1998 - Jan 2000
      Trainee Accountant

      Three years of articles towards obtaining the CA (SA) qualification. Focus on Financial Services industry, but a variety of experience obtained.

    • Ernst & Young

      Jan 2001 - Mar 2001
      Audit Manager

      Short-term secondment, following completion of articles and qualification as CA (SA).

    • Ernst & Young

      Jul 2001 - Feb 2004
      Senior Executive, Corporate Finance

      Valuations specialist: Senior Executive in the Business Valuations Group, Corporate Finance. Joined as an Executive and promoted in October 2002.

    • Citi

      Mar 2004 - Jun 2004
      Contractor

      Short-term contract position: Database Analyst within the Equity Research department. Involved in the implementation and roll out of a global database, covering more than 700 stocks in the UK alone. The system enables analysts to access live financial, market and rating information of any stock covered worldwide.

    • Thames River Capital

      Jul 2004 - Aug 2004
      Contractor

      Short-term position performing Due Diligence. The division was at the time conducting their first seeding deal, raising capital of some £25m. The proposed fund managers specialised in hedge fund strategies and the deal was structured using various offshore Cayman Islands companies.

    • Ernst & Young

      Jan 2005 - Jan 2008
      Senior Manager, Corporate Finance

      Position included responsibilities in all areas of Corporate Finance, including Business Valuations, Transaction Support, Mergers & Acquisitions and Business Modeling. Promoted to Associate Director during this time (position since renamed to Senior Manager).

    • Financial Focus

      Feb 2008 - Dec 2015
      Owner

      Through her training courses and workshops, Alison empowers individuals by providing them with basic financial literacy skills, whether that be in their personal lives or in their roles as employees.

    • Contract South Africa

      Jan 2010 - Dec 2015
      Consultant
    • UCT Graduate School of Business, Customised Academic Learning

      Jan 2011 - Jan 2015
      Visting Lecturer
    • CA Source (Pty) Ltd

      Jan 2014 - Oct 2016
      Director

      Co-owner of CA Source (Pty) Ltd. CA Source (Pty) Ltd provides clients with access to qualified CAs who can deliver all levels of accounting and tax services. This frees clients of the burden of hiring an in-house financial manager/director or the expense of engaging a traditional accounting firm.CA Source offers the full range of accounting and tax services, including (but not limited to): bookkeeping, payroll services, preparation of monthly management accounts, preparation of annual financial statements, tax consulting, company secretarial services and the preparation and submission of all tax and statutory returns. Show less

    • Allan Gray Proprietary Limited

      Jan 2016 - Dec 2019
      Learning Specialist

      Responsible for in-house leadership programmes, from design to delivery. Worked with teams to increase engagement levels.Designed and implemented formal mentorship programme.

    • IMD Business School

      Feb 2020 - now
      Learning Manager & Executive Coach
  • Licenses & Certifications

    • High Performance Leadership

      IMD
      Mar 2024
      View certificate certificate
    • Professional Certified Coach (PCC)

      International Coaching Federation
      Sept 2024
      View certificate certificate
    • Enneagram level 1 practitioner

      Integrative Enneagram Solutions
      Sept 2018
      View certificate certificate
    • Certified Partner Individual Directions Inventory

      MRG (Management Research Group)
      Jul 2023
      View certificate certificate
    • NEO personality inventory

      Hogrefe Ltd
      Nov 2022
      View certificate certificate
    • Enneagram level 2 practitioner (teams)

      Integrative Enneagram Solutions
      Oct 2019
      View certificate certificate
    • Team Coaching using the Tavistock Model

      Tavistock Consulting
      Mar 2024
  • Honors & Awards

    • Awarded to Alison Andersen
      Placed 2nd nationally in Part 2 of PAAB SAICA 1998
    • Awarded to Alison Andersen
      Council Scholarship 1996 University of Cape Town
    • Awarded to Alison Andersen
      Dean's Merit List 1994-1996 University of Cape Town
    • Awarded to Alison Andersen
      Senator FS Malan Entrance Scholarship 1994-1996 University of Cape Town
    • Awarded to Alison Andersen
      UCT Entrance Merit Scholarship 1994-1996 University of Cape Town
    • Awarded to Alison Andersen
      Various Class Medals 1996-1997 University of Cape Town Company Law, Business Law II, Managerial Accounting & Finance, Financial Accounting III, Financial Accounting IV, Auditing II, Taxation & Estate Duty II
  • Volunteer Experience

    • Mentor

      Issued by Allan Gray Orbis Foundation on Jan 2018
      Allan Gray Orbis FoundationAssociated with Alison Andersen