Cuan Hopley AGA (SA)

Experience

• 

  PKF

  Jan 2007 - Dec 2009

  Article Clerk

  PKF is one of the largest mid-tier accounting firms in South Africa, providing multi-disciplinary auditing, accounting and business advisory services.Audits included: - IQuad Group- Cerebos - Da Gama Textiles - Intercontinental Shipping - Etlin International Trading- Glasfit Port Elizabeth- Collegiate Junior School- William Scott Holdings- Herman Property Group - WF Wickens & Associates Inc- Atlas Security

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  Bravura

  Mar 2010 - Feb 2016

  Key Responsibilities:1. Management Reporting:• Prepares group management reporting deliverables, ensuring accuracy, consistency and compliance with statutory and Exco reporting requirements• Prepares the annual budgets• Prepares the Revised Annual Forecasts2. Taxation:• Review and submit the monthly / bi-monthly VAT reports.• Assess and procure the maintenance of documentation required in respect of annual IT14 submission.• Annual IT14 preparation • Preparation of tax calculations for group companies (non-SPV’s)• Facilitate tax payments and tax submissions (all tax types) for group companies (non-SPV’s)3. Statutory Financial Reporting• Prepares annual financial statements for all group entities (non-SPV) in conformance with IFRS from trial balances provided by bookkeeper.4. Annual audit• Review the annual audit file in accordance with minimum specifications • Liaise with external auditors in respect of all audit queries. 5. Cash forecasting and reporting• Forecast daily cash requirements• Prepare the daily cash balance report • Prepare the monthly cash balance report• Prepare the monthly cash movement report.• Prepare the annual cash forecast taking into consideration the budget, RAF and actual numbers.6. Reporting systems• Continually strives to improve group reporting processes focusing on automation, simplification, standardisation and quality improvement • Ensure competitiveness of accounting services and implement mechanisms to improve client service7. People Management • Focus direct reports on key performances areas to achieve business objectives and identify and manage risk/opportunities in the area.• Manage appropriate performance management with direct reports, through regular one-on-ones and bi-annual performance appraisals.• Identify and monitor direct reports/team’s training and development. • Manage adherence to Bravura’s HR policies and procedures. Show less Purpose: To provide ongoing financial, operational and business support to the Investments division. Rationale: To ensure the investments team is provided with a financial function/structure together with operational/business support in order to manage the principal investments made. Key Responsibilities:1. Hands-on operational involvement in investment companies, including risk management and financial reporting (financial function):• Compiling management accounts for relevant entities responsible for• Loading payments to counterparties/suppliers and employees onto the banking platform for authorisation for the relevant entity• Managing relationships with counter-parties in local and foreign jurisdictions• Performance of adhoc business and financial support requirements when required• Strategic planning• Budgeting• Business Analysis • Performance management• Trade payables and trade receivables • General accounting • Treasury (Risk and Cash management)• Internal controls • Tax management• Cashflow forecasting • Managing operational risk 2. Annual financial statements, tax, assistance with statutory returns and payments:• Compiling Annual Financial Statements for the relevant entities • Ensuring audits are completed for the relevant entities where necessary• Submitting tax and annual returns for the relevant entities • Ensuring statutory compliance• Facilitating the yearly statutory audit process3. Managing and resolving a range of ad hoc aspects associated with investments once they have been implemented4. Fulfilling the role of “Gatekeeper”5. Co-ordinating of the entire investment process6. Monitoring, presenting and reporting on investment performance Show less

  • Group Finance Manager

    May 2014 - Feb 2016

  • Investments: Finance Manager

    Mar 2013 - Apr 2014

  • Deal Accountant

    Mar 2010 - Feb 2013
• 

  The CFO Shop

  Oct 2012 - now

  Director | Business Development Executive

  The CFO Shop provides affordable financial and other critical business support services, for both young growing, and established businesses alike. In this current economic environment, many small and medium enterprises are finding the need for a highly skilled CFO, finance and business support team. The burdensome cost of paying a full-time CFO, finance and business support team is a significant barrier. The CFO Shop provides businesses with the opportunity to work with seasoned senior finance and other business support executives, for a fraction of the cost of full-time employees. The CFO Shop will fulfil your needs beyond expectation in a cost effective manner.Our network of highly skilled and experienced professionals have a wealth of operational hands-on experience, that provides flexible and commercially sound business advice, covering multiple industries.The CFO shop is uniquely qualified to take responsibility of managing the financial and business support risks of businesses of any size in any industry. The credentials of our outsourced teams match the experience, capabilities and qualifications found in the most successful South African businesses. Our professionals immediately improve profitability and efficiency by providing a clear path to success. This will allow you to focus on the important issue - running and growing your business.Rapid changing environments are unpleasant and can hamper the success of any business. The CFO Shop provides instant access to qualified advisors that we can align and match with your specific requirement. Be it an interim solution to stabilising a troubled business or bridging a gap during an executive search. Our skilled and trustworthy professionals are available to you whenever you require their skills and expertise. We are committed to assisting our clients handle their future by being flexible and available. Show less

• 

  The Gold and Silver Club Africa

  Aug 2013 - Jan 2015

  Director | Africa Business Development Executive

  The Gold & Silver Club is a proprietary trading firm that offers financial education, training and investment services to private and institutional clients across the world. We specialise in trading Commodities and the Commodity Linked Currencies, specifically Gold, Silver, Oil, Platinum, Natural Gas, AUD, CAD and NZD. Our core services involve trader education delivered via live Seminars, Workshops, Webinars and our Live Trading Rooms. We also provide both private and institutional clients with technical analysis on the commodity markets as well as fundamental research and reports. Show less

• 

  Invotec

  Feb 2016 - Mar 2018

  Chief Financial Officer

  Invotec is an investment holding company investing in the FinTech space, providing innovative solutions to help solve cashflow and working capital challenges to all B2B companies across South Africa. We offer a number of invoice finance solutions within the group. Current investments include InvoSet and Bizcash. Our partners include ReichmansCapital, specialists in trade and asset finance, a subsidiary of the Investec Group.

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  InvoSet SA

  Feb 2016 - now

  InvoSet is a revolutionary online invoice payment system allowing Buyers to get additional extended terms at no cost and simultaneously allowing their Suppliers to be paid cash on delivery. InvoSet has developed a revolutionary online payment process that is transparent, easy to use and benefits both Buyers and Suppliers. Buyers are able to offer their Suppliers the opportunity to get paid COD (cash on Delivery), whilst the Buyers incur no costs whatsoever, receive extended supplier payment terms from InvoSet and also earn additional revenue. So Buyers and Suppliers achieve improved cashflow through our technological solution. Show less InvoSet is a revolutionary online invoice payment system allowing Buyers to get additional extended terms at no cost and simultaneously allowing their Suppliers to be paid cash on delivery. InvoSet has developed a revolutionary online payment process that is transparent, easy to use and benefits both Buyers and Suppliers. Buyers are able to offer their Suppliers the opportunity to get paid COD (cash on Delivery), whilst the Buyers incur no costs whatsoever, receive extended supplier payment terms from InvoSet and also earn additional revenue. So Buyers and Suppliers achieve improved cashflow through our technological solution. Show less

  • Chief Operations Officer

    Apr 2018 - now

  • Chief Financial Officer

    Feb 2016 - Mar 2018
• 

  Invotec

  Apr 2018 - Dec 2019

  Chief Operations Officer

  Invotec is an investment holding company investing in the Fintech space, providing innovative solutions to help solve cashflow and working capital challenges to all B2B companies across South Africa. We offer a number of invoice finance solutions within the group. Current investments include InvoSet and Bizcash.

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  Investec

  Apr 2018 - Dec 2019

  Divisional Chief Operating Officer - Invotec
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  Bizcash SA

  Apr 2018 - now

  • Chief Financial Officer / Chief Technology Officer

    Jan 2020 - now

  • Chief Operations Officer

    Apr 2018 - Dec 2019
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  Alternative Finance Solutions

  Jan 2020 - now

  Chief Financial Officer / Chief Technology Officer