Corporate Finance Associate

• Jun 2021 - Present

Financial Services Consultant

• Jan 2020 - Aug 2020

Responsibilities: - Involved with private equity and broker-dealer clients, seconded to Eisner Amper New York - Audited market-based valuations and assisted in planning, substantive testing and concluding - procedures under US GAAP requirements - Worked within small teams under tight deadlines - Use of Bloomberg portal in investment audit procedures Responsibilities: - Involved with private equity and broker-dealer clients, seconded to Eisner Amper New York - Audited market-based valuations and assisted in planning, substantive testing and concluding - procedures under US GAAP requirements - Worked within small teams under tight deadlines - Use of Bloomberg portal in investment audit procedures

Article Clerk

• Jan 2017 - Jan 2020

Responsibilities: - Performed sole communication link between management and engagement partner - Performed risk assessments, testing, evaluating and concluding, as well as audit reports and presentations - Analysed intricate legal agreements, managed client relations in high-pressure environment and managed my team in environments where knowledge transfer was key - Oversaw audit of various companies and partnerships in Private Equity Structure, with numerous legislative requirements - Tested investments balances, related IFRS 9 impacts as well as various other balance sheet accounts - Managed group deliverables submissions, effectively led meetings with management and component auditors and ensured my team met JSE requirements and tight reporting deadlines. - Tested claims, premiums and reserves on a growing insurance client, gaining valuable insight into the book-building process of an insurer - Performed relative & DCF valuations on numerous unlisted investments in a wide range of industries and locations - Auditor in Charge on various clients: E Oppenheimer & Son (Private Equity) | Sandown Capital (Hedge Fund) | Peregrine Holdings (Investment Management) | Old Mutual Investment Group (Asset Management) | King Price (Insurance) Show less