Nicholas Koenig, CFA

Experience

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  Massmart

  Jan 2012 - Dec 2012

  Massmart Graduate Programme

  The Massmart Graduate Programme provides in-depth retail exposure across core components of the business. This includes an intensive 6 month theoretical component administered in conjunction with the Gordon Institute of Business Science, as well as a 6 month practical component in the area graduates are recruited for; resulting in an NQF Level 5 retail diploma (see education section below)

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  Massdiscounters t/a Game and Dionwired

  Jan 2013 - Aug 2014

  Computer Hardware & Tablets is the 3rd largest portfolio in the business, generating revenue of R800 million. Responsibilities include: - Management of the budget in accordance to department strategy- Complete management of stock for 109 stores (Make sure that the right stock is in the right place, in the right quantities, at the right time!)- Reviewing and correcting forecasting and trends in the business plan and buy plans - Management of replenishment forecasting (JDA Demand & Fulfillment)- Maximize stockturn whilst ensuring optimal stock levels, to maximise sales and minimise costs- Departmental analysis - (sales, margin, stock levels (DOH), aged stock, products (what is working, what is not working), promotions, microeconomic and macroeconomic trends etc.- Category strategy formulation and implementation Show less

  • Planner - Computer Hardware & Tablets

    Mar 2014 - Aug 2014

  • Junior Planner - Computer Hardware & Tablets

    Jul 2013 - Mar 2014

  • Planning Assistant - Gaming, Computer Hardware

    Jan 2013 - Jun 2013
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  HomeChoice

  Aug 2014 - Feb 2025

  Deliver commercial input and guide the implementation of Group corporate strategic objectives through the development of work plans, gathering and generation of relevant data, driving analyses and developing actionable recommendations.Key Performance Areas1) Strategic Planning- Establish and review key strategic priorities and translate them into a comprehensive strategic planning framework for the organization- Create models and automate data collection to support Group decision-making to drive medium- and long-term gains. - Ensure appropriate metrics are in place to measure performance and progress towards strategic goals- Create an ongoing process where principal decision-makers meet regularly to go through top strategic priorities2) Project Management and Planning- Partner with senior management to plan and execute high impact strategic projects that support medium term strategy. - Clearly define project scope, develop project plans, and set priorities for working teams. - Coordinate with all levels of management to gather, research, and analyse project data- Participate in driving the strategic agenda and ensuring that the focus relates back to the main strategic drivers3) Review and Evaluation- Identify key opportunities; proactively recognize the need for improvement. - Generate relevant options, including financial and resource implications, for addressing problems and opportunities. - Evaluate options through Scenario and sensitivity analysis to quantify variable risk- Formulate clear decision criteria and present recommendations for approval4) Project Implementation- Ensure the success of the Strategy Implementation team and its partners by serving as a thought partner, establishing key metrics, facilitating working team meetings, identifying and helping to mitigate risks and issues, developing content, and ensuring implementation stays on track. Show less Deliver commercial & analytical input, and be a key influencer in guiding strategic investments to optimise medium term profitability.Key Performance Areas include:• Strategic Investment Managemento Influence marginal trade-off decision-making across adspend, bad debt & cost of saleso Create models and automate data collection to update plans and inform strategy.o Build evaluation metrics to measure investment performance• Adspend Investmento Influence Marketing Planning Team in optimising their adspend investment across campaigns.o Develop & maintain models that identify opportunities that drive medium term profitability• Medium Term Planningo Lead the 5 Year Planning forumo Provide analytical support to support / challenge strategic plansBusiness Case Preparation• Provide support of whether the investment proposition is commercially viable or not• Coordinate with all levels of management to gather, research, and analyse project data• Analyse potential initiative profitability using calculations such as NPV and IRR. Show less Provide strategic analyses & ad hoc reporting to HomeChoice Retail executive level concerning the state of the business, current trends, and future direction that will support or challenge strategic goals of the company. Provide analysis to support whether new investment propositions are commercially viable. Identify opportunities to improve efficiencies & / or drive margin gains.Key Performance Areas:- Periodic Performance Analysis- Business Case Preparation- Investment Modelling & Analysis- Scenario Planning & Change Impact AssessmentsCompetencies include ability to data mine (SQL), financial modelling, problem-solving, and the ability to interact confidently with senior business executives across the business.- Developed Customer Profitability Models and improved reporting and visibility of the short and long term customer trends Show less Portfolios:Aug 2014 - Dec 2015: Electronics and Fonechoice (R100m portfolio)Jan 2016 - Dec 2016: Electronics, Fonechoice and Baby (R118m portfolio)Jan 2017 - Dec 2017: Furniture, Fonechoice & Footwear (R148m portfolio)• Assisted in implementing External Brand strategy in Fonechoice and Electronics categories.• Manage cost centre budgets & meet financial spend forecasts - continuously identify opportunities for further cost savings and efficiency gains• Accurately forecast sales & timeously re-forecast to reflect changing response patterns• Drive innovation and demonstrate a trader approach in evaluating and taking advantage of opportunities Show less

  • Head of Credit Risk

    Apr 2024 - Feb 2025

  • Head: IFRS 9 & Governance

    Jul 2023 - Mar 2024

  • Head: Group Strategy, Procurement and Planning

    Oct 2021 - Jul 2023

  • Head: Group Strategy and Optimisation

    Dec 2019 - Nov 2021

  • Strategic Planning Manager

    Mar 2019 - Dec 2019

  • Commercial Analyst

    Jan 2017 - Feb 2019

  • Merchandise Planner

    Aug 2014 - Dec 2016
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  Cape Union Mart Group

  Feb 2025 - now

  Head of Loyalty