Experience

Burk Group
• South Africa
• Financial Analyst

  • Jun 2023 - Present


AIG

• Egypt
• Oil and Gas
• 1 - 100 Employee

• Finance Analyst

  • Jul 2020 - Jun 2022

  Rotation 1: Global Tax Reporting & Analysis - Tax Payment Operations • Efficiently processed high volumes of tax payments within SAP ERP system, ensuring accuracy and timeliness. • Maintained accurate records for 10,000+ state and local taxes, including premium, sales and use, and property taxes. • Streamlined processes by developing advanced Excel-based reconciliation reports, automating Excel reports using macros, and utilizing Power BI for tax payment forecasting, resulting in improved efficiency and workload optimization. Rotation 2: Retirement Services - CFO Team • Prepared accurate and timely financial reports for executive team, providing valuable insights for strategic decision-making. • Conducted analytical evaluation to compare actual sales, outflows, and net flows with budget and forecast, identifying and communicating key variances and trends. • Researched and analysed general operating expenses of competitors, delivering detailed reports and findings to CFO and senior management. • Pursued continuous process improvement and streamlined reporting procedures, improving accuracy and efficiency of reporting activities. Rotation 3 & 4: Life & Retirement Treasury • Facilitated L&R separation by cross-training team members, implementing new procedures, and opening bank accounts. • Utilized OpenLink and MicroStrategy to distribute critical cash and liquidity reports, enabling short-term strategic decision-making. • Managed $1B-$5B in short-term investments and borrowing, meeting daily funding needs and achieving financial objectives. • Tracked market data and collateral flows for sensitivity and trend analysis, optimizing investment portfolios and implementing proactive risk management. Show less



Virtus Partners

• United States
• Financial Services
• 100 - 200 Employee

• Cash Team Lead

  • Apr 2019 - Jul 2020

  • Successfully led a team of ten cash analysts, providing guidance and support to ensure efficient workflow and optimal performance. • Skilfully managed 30+ portfolios of collateralized loan obligation, overseeing over 10,000 transactions across diverse asset classes. • Assisted in resolving global and trade-related issues for the Global Asset Administration and Virtus Trade Entry teams. • Proactively addressed discrepancies in deals, followed up with Directors, and provided mentoring and guidance to cash analysts for effective problem-solving and development. Show less

• Cash Analyst

  • Jun 2018 - Apr 2019

  • Monitored and reconciled daily transactions, ensuring accurate and timely settlement of P&I and trades.• Managed over 500 transactions during quarter-end and month-end close, ensuring timely and accurate reporting.• Generated and analysed daily cash flows and portfolio snapshots.