
Alison Andersen
Trainee Accountant

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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 - 1997Postgraduate Diploma in Accounting Cum Laude
University of Cambridge
2020 - 2021Undergraduate Certificate in Coaching SOCIAL SCIENCES
University of Cape Town
1994 - 1996Bachelor of Commerce (B.Com.) Cum Laude
Experience

Ernst & Young
Jan 1998 - Jan 2000Trainee AccountantThree 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 2001Audit ManagerShort-term secondment, following completion of articles and qualification as CA (SA).

Ernst & Young
Jul 2001 - Feb 2004Senior Executive, Corporate FinanceValuations specialist: Senior Executive in the Business Valuations Group, Corporate Finance. Joined as an Executive and promoted in October 2002.

Citi
Mar 2004 - Jun 2004ContractorShort-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 2004ContractorShort-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 2008Senior Manager, Corporate FinancePosition 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 2015OwnerThrough 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 2015Consultant
UCT Graduate School of Business, Customised Academic Learning
Jan 2011 - Jan 2015Visting Lecturer
CA Source (Pty) Ltd
Jan 2014 - Oct 2016DirectorCo-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 2019Learning SpecialistResponsible 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 - nowLearning Manager & Executive Coach
Licenses & Certifications
- View certificate

High Performance Leadership
IMDMar 2024 - View certificate

Professional Certified Coach (PCC)
International Coaching FederationSept 2024 - View certificate

Enneagram level 1 practitioner
Integrative Enneagram SolutionsSept 2018 - View certificate
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Certified Partner Individual Directions Inventory
MRG (Management Research Group)Jul 2023 - View certificate

NEO personality inventory
Hogrefe LtdNov 2022 - View certificate

Enneagram level 2 practitioner (teams)
Integrative Enneagram SolutionsOct 2019 
Team Coaching using the Tavistock Model
Tavistock ConsultingMar 2024
Honors & Awards
- Awarded to Alison AndersenPlaced 2nd nationally in Part 2 of PAAB SAICA 1998
- Awarded to Alison AndersenCouncil Scholarship 1996 University of Cape Town
- Awarded to Alison AndersenDean's Merit List 1994-1996 University of Cape Town
- Awarded to Alison AndersenSenator FS Malan Entrance Scholarship 1994-1996 University of Cape Town
- Awarded to Alison AndersenUCT Entrance Merit Scholarship 1994-1996 University of Cape Town
- Awarded to Alison AndersenVarious 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
Associated with Alison Andersen
Languages
- enEnglish
- afAfrikaans
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