Lauren Summerton

Financial at Amdec Group
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Contact Information
us****@****om
(386) 825-5501
Location
ZA

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Experience

    • South Africa
    • Commercial Real Estate
    • 1 - 100 Employee
    • Financial
      • Nov 2021 - Present

    • South Africa
    • Real Estate
    • 1 - 100 Employee
    • Head of Finance and Operations
      • Sep 2019 - Mar 2021

  • Decimal Point
    • Cape Town
    • Director
      • Jan 2015 - Sep 2019

      Decimal Point successfully provides outsourced accounting, payroll and tax services to a number of organisations, enabling them to grow and prosper, by giving them the capacity to focus on their core business objectives. With a team of highly skilled and competent Chartered Accountants and associates, using the latest cloud based technology, we are able to provide bespoke professional services to our clients. We believe in establishing and maintaining long term relationships with our clients, getting to know and thoroughly understand their business and financial needs, and providing tailor-made financial and business strategy solutions while helping them ensure their compliance with applicable regulatory bodies. We pride ourselves on being readily available to our clients for advice and assistance which enables us to become a trusted partner and together find solutions that best achieve their financial accounting needs and goals.

  • About Finance
    • Cape Town
    • Founder
      • Jan 2010 - Nov 2014

      Founded a financial advisory consulting and financial management practice servicing small to medium businesses in Cape Town. Services performed included: • Complete outsourced management of the finance function • Cash flow management and projections • Researching and providing recommendations and advice on streamlining the finance function, implementation of efficient systems and practices as well as future business strategy planning • Financial Statement preparation and review • Financial consulting – specifically involving efficient cash management utilising the best alternatives for each client. • Management of the audit process – liaising with the finance team, auditors, group accounting functions and group auditors.

    • Business Consulting and Services
    • 700 & Above Employee
    • Manager, Financial Services Group
      • May 2007 - Dec 2009

      Key clients: Allan Gray Living Annuity and Endowment Products, Direct Axis (Pty) Ltd, Sanlam Personal Loans (Pty) Ltd, SACCAWU Provident Fund, Allan Gray Retirement Products, Tantalum Asset Management, Old Mutual Medical Schemes, and various Hedge Funds.Industry exposure:Gained insight into various aspects of the financial services industry, namely banking and personal loans, asset management, hedge funds and pension funds, medical aid schemes.

    • Audit Senior, Investment Performance Group
      • Jan 2006 - Apr 2007

      Key clients: Goldman Sachs Asset Management, Allianz Global Investors of America L.P., BlackRock Inc., Pioneer Global Asset Management, General Re – New England Asset Management, GE Asset Management, Jamison Prince Asset Management.Special work: Portfolio performance and attribution analysis (Goldman Sachs Asset Management, BlackRock Inc., Pioneer Global Asset Management, General Re – New England Asset Management.)Industry exposure:Gained broad industry exposure through key clients: Goldman Sachs Asset Management (corporate finance, hedge funds, asset manager), Allianz Global Investors (corporate finance and asset management), BlackRock Inc. (asset manager).Valuing listed and unlisted equity, fixed income and derivative instrumentsAttribution analysis of portfolio performanceEvaluating portfolio strategies and overlay structuresRegression analysis and statistical sampling

Education

  • SAICA
    CA(SA), Chartered Accountancy
  • University of Cape Town
    Accounting Conversion Course & PGDA, Accounting
  • Stellenbosch University/Universiteit Stellenbosch
    Bachelor of Commerce, Financial Management
  • St. Mary's DSG

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