Heinrich Matthee CA (SA), (BIDA)™, (CBCA)®
Senior Consultant (Transaction Advisory services) at Makosi- Claim this Profile
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Credentials
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Accounting Principles and Standards
Corporate Finance Institute® (CFI)Apr, 2022- Nov, 2024 -
Accounting Principles and Standards
Corporate Finance Institute® (CFI)Apr, 2022- Nov, 2024 -
Commercial Banking & Credit Analyst (CBCA)®
Corporate Finance Institute® (CFI)Apr, 2022- Nov, 2024 -
ESG for Commercial Lenders
Corporate Finance Institute® (CFI)Apr, 2022- Nov, 2024 -
FP&A Monthly Cash Flow Forecast Model
Corporate Finance Institute® (CFI)Apr, 2022- Nov, 2024 -
Leveraged Buyout LBO Modeling
Corporate Finance Institute® (CFI)Apr, 2022- Nov, 2024 -
PowerPoint & Pitchbooks
Corporate Finance Institute® (CFI)Apr, 2022- Nov, 2024 -
Problem Loans
Corporate Finance Institute® (CFI)Apr, 2022- Nov, 2024 -
Venture Debt
Corporate Finance Institute® (CFI)Apr, 2022- Nov, 2024 -
Business Intelligence & Data Analyst (BIDA)™
Corporate Finance Institute® (CFI)Mar, 2022- Nov, 2024 -
Commercial Banking - Debt Modeling
Corporate Finance Institute® (CFI)Mar, 2022- Nov, 2024 -
Commercial Mortgages
Corporate Finance Institute® (CFI)Mar, 2022- Nov, 2024 -
Construction Finance Fundamentals
Corporate Finance Institute® (CFI)Mar, 2022- Nov, 2024 -
Equipment Finance
Corporate Finance Institute® (CFI)Mar, 2022- Nov, 2024 -
Lending to Complex Structures
Corporate Finance Institute® (CFI)Mar, 2022- Nov, 2024 -
Loan Pricing
Corporate Finance Institute® (CFI)Mar, 2022- Nov, 2024 -
Retail, Restaurant, & Franchise Lending
Corporate Finance Institute® (CFI)Mar, 2022- Nov, 2024 -
Syndicated Lending
Corporate Finance Institute® (CFI)Mar, 2022- Nov, 2024 -
Tableau Fundamentals
Corporate Finance Institute® (CFI)Mar, 2022- Nov, 2024 -
Account Monitoring and Warning Signs
Corporate Finance Institute® (CFI)Feb, 2022- Nov, 2024 -
Alteryx Bootcamp
UdemyFeb, 2022- Nov, 2024 -
Business Writing Fundamentals
Corporate Finance Institute® (CFI)Feb, 2022- Nov, 2024 -
Completing a Credit Application
Corporate Finance Institute® (CFI)Feb, 2022- Nov, 2024 -
Real Estate Fundamentals
Corporate Finance Institute® (CFI)Feb, 2022- Nov, 2024 -
Capital IQ Fundamentals
Corporate Finance Institute® (CFI)Jan, 2022- Nov, 2024 -
Credit Administration and Documentation
Corporate Finance Institute® (CFI)Jan, 2022- Nov, 2024 -
Evaluating a Business Plan
Corporate Finance Institute® (CFI)Jan, 2022- Nov, 2024 -
5 Cs of Credit
Corporate Finance Institute® (CFI)Dec, 2021- Nov, 2024 -
Assessing Drivers of Business Growth
Corporate Finance Institute® (CFI)Dec, 2021- Nov, 2024 -
Budgeting and Forecasting
Corporate Finance Institute® (CFI)Dec, 2021- Nov, 2024 -
Building a 3 Statement Financial Model
Corporate Finance Institute® (CFI)Dec, 2021- Nov, 2024 -
Business Valuation Modeling Part I
Corporate Finance Institute® (CFI)Dec, 2021- Nov, 2024 -
Business Valuation Modeling Part II
Corporate Finance Institute® (CFI)Dec, 2021- Nov, 2024 -
Dashboards & Data Visualization
Corporate Finance Institute® (CFI)Dec, 2021- Nov, 2024 -
Excel VBA for Finance
Corporate Finance Institute® (CFI)Dec, 2021- Nov, 2024 -
Financial Analysis Fundamentals
Corporate Finance Institute® (CFI)Dec, 2021- Nov, 2024 -
Fundamentals of Credit
Corporate Finance Institute® (CFI)Dec, 2021- Nov, 2024 -
Loan Covenants
Corporate Finance Institute® (CFI)Dec, 2021- Nov, 2024 -
Loan Security
Corporate Finance Institute® (CFI)Dec, 2021- Nov, 2024 -
Professional Ethics
Corporate Finance Institute® (CFI)Dec, 2021- Nov, 2024 -
Python Fundamentals
Corporate Finance Institute® (CFI)Dec, 2021- Nov, 2024 -
Reading Business Financial Information
Corporate Finance Institute® (CFI)Dec, 2021- Nov, 2024 -
Scenario & Sensitivity Analysis in Excel
Corporate Finance Institute® (CFI)Dec, 2021- Nov, 2024 -
Statistics Fundamentals
Corporate Finance Institute® (CFI)Dec, 2021- Nov, 2024 -
Data Science Fundamentals
Corporate Finance Institute® (CFI)Nov, 2021- Nov, 2024 -
Excel Crash Course - Spreadsheet Formulas for Finance
Corporate Finance Institute® (CFI)Nov, 2021- Nov, 2024 -
Introduction to Business Intelligence
Corporate Finance Institute® (CFI)Nov, 2021- Nov, 2024 -
Power BI Fundamentals
Corporate Finance Institute® (CFI)Nov, 2021- Nov, 2024 -
Power Pivot Fundamentals
Corporate Finance Institute® (CFI)Nov, 2021- Nov, 2024 -
Power Query Fundamentals
Corporate Finance Institute® (CFI)Nov, 2021- Nov, 2024 -
Reading Financial Statements
Corporate Finance Institute® (CFI)Nov, 2021- Nov, 2024 -
SQL Fundamentals
Corporate Finance Institute® (CFI)Nov, 2021- Nov, 2024 -
Introduction to Corporate Finance
Corporate Finance Institute® (CFI)Nov, 2020- Nov, 2024 -
Advanced Excel Formulas Course
Corporate Finance Institute® (CFI) -
Assessing Management
Corporate Finance Institute® (CFI) -
Cash Flow Cycles and Analysis
Corporate Finance Institute® (CFI) -
Corporate & Business Strategy
Corporate Finance Institute® (CFI) -
Mergers & Acquisitions (M&A) Modeling
Corporate Finance Institute® (CFI)
Experience
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Makosi
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Business Consulting and Services
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400 - 500 Employee
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Senior Consultant (Transaction Advisory services)
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Nov 2021 - Present
Utilising excellent analytical, computer and numerical skills in ably performing all tasks related to due diligence work as well as valuation services Utilising excellent analytical, computer and numerical skills in ably performing all tasks related to due diligence work as well as valuation services
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Operational Analyst
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Nov 2017 - Nov 2021
I was responsible for developing and maintaining the systems to run efficient middle and back office Operations at Steyn Capital. Systems development included coding an order management system and research management system using Visual Studio and C#, Bloomberg API, e-mail packages and other related code., as well creating a proxy voting management system and dividend system using Excel. Additionally I automated various functions that was previously done manually using VBA and Macros in Excel, including weekly risk reporting. I was further involved in day to day reconciliations and approval of reports as well as liaising with client and service providers.
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EY
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United Kingdom
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IT Services and IT Consulting
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700 & Above Employee
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Assistant Manager - Transaction Advisory services
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Jan 2015 - Oct 2017
• Utilising excellent analytical, computer and numerical skills in ably performing all tasks related to due diligence work as well as valuation services• Due diligence work was done on target companies for Sanlam, EY, Africa Infrastructure Investment Management, Senwes, Bank Windhoek and various other clients. Due diligences was performed on insurers, banks (Zambia and Namibia), other financial services providers, port operators (Tanzania), agriculture operations, consulting businesses, etc.• Valuation services was performed for Investec, Massmart, Capespan, Sanlam and various other clients. Investments that was valued include mines (Zimbabwe and South Africa), crane operators, clothing retailers, agriculture operations, cell phone operators across Africa, gaming businesses, etc.• A sell side role was fulfilled for large corporate client in South Africa. As the deal has not been completed, not further information can be provided.
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Audit Supervisor
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Jan 2012 - Dec 2014
• Serving as Audit Assistant (2012); Audit Senior (2013); and Audit Supervisor (2014)• Utilising excellent analytical, computer and numerical skills in ably performing all tasks related to audit work as well as providing on-the-job coaching to junior staff, while completing training contract• Playing key role for three years in R98 million annual audit for Sanlam Limited, including auditing of smaller subsidiaries and large consolidations • Conducting audit planning; creating budgets; performing risk assessments and going concern assessments; assessing materiality of audit differences; explaining variances; concluding audits• Displaying strong interpersonal expertise and managerial skills in effectively supervising junior staff and maintaining clear lines of communication with clients• Managing the Sanlam Emerging Markets audit. This included managing a team of 5 junior individuals as well as issuing instructions to audit teams across Africa and managing their output • Enhancing audit experience in respect of income, expenses, properties, tax, deferred acquisition cost, assets held under management for a retirement annuity, provident funds, interest and fees for banking subsidiary, valuation and revaluation of properties held by property subsidiaries• For Tiger Brands Limited, carrying out risk assessment and assessing the materiality of audit differences; planning and conducting audit work on Bank and Cash as well as Property, Plant and Equipment; supervising and coaching junior staff• Contributing to Estate Agency Affair Board agreed-upon procedures, Coronation audit and ad hoc tasks and audits• Receiving recommendations from supervisors for performance, teaming and integration, having a positive impact on clients, being adaptable to change and being results-driven
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Education
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2008 - 2011
Stellenbosch University/Universiteit Stellenbosch
Bachelor's Degree, Accounting -
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Hopefield High School
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