Experience

Vitality Health International

• Financial Services
• 1 - 100 Employee

• Business Solutions Lead, Africa

  • Aug 2022 - Present

  Divisional Manager: Taking Health and Vitality to the rest of Africa. Works closely with the CEO and Chief Strategy & Commercial Officer of the Africa business. Heads up the Vitality for Africa product. Currently in seven markets: 🇳🇬🇲🇿🇿🇲🇨🇩🇰🇪 🇬🇭🇹🇿 Divisional Manager: Taking Health and Vitality to the rest of Africa. Works closely with the CEO and Chief Strategy & Commercial Officer of the Africa business. Heads up the Vitality for Africa product. Currently in seven markets: 🇳🇬🇲🇿🇿🇲🇨🇩🇰🇪 🇬🇭🇹🇿



Discovery Limited

• South Africa
• Financial Services
• 700 & Above Employee

• Chairperson: Employment Equity Consultative Forum (Discovery Vitality)

  • Jan 2021 - Aug 2022

• Executive Associate to Chief Operating Officer (Discovery Vitality)

  • Nov 2020 - Aug 2022

  - Manager level role that provides strategic support to the COO in executing his duties in Vitality/Group- Operates at a tactical, strategic and operational level, often handling oversight of projects across thebusinesses.- Supported the CEO for an interim period (six months) in strategic initiatives, presentations and contributed to board reporting. Enabled various growth initiatives under the CEO and formulated Vitality’s 2021 strategy.- Responsible for executive reporting, strategic communication, and operationalisation of strategic initiatives across Discovery Vitality and the Group- Participates in the strategic debate that informs direction and deliverables for the division through Vitality EXCO and Operations EXCO- Conducting research, building business cases, compilation of presentations and project management of high priority strategic initiatives.- Chairperson of the Employment Equity Consultative Forum that ensures diversity and inclusion in VitalitySELECTED PROJECTS:- Involved in the operations, product development, project management, and financial reporting of a new business in the group (Vitality Green)- Building business case for partner equity acquisition and Group Fraud Database (+implementation thereof`)- Operationalisation of bank agreement between Discovery Vitality and Discovery Bank- Involved in the development of Vitality online community servicing and engagement platform- Responsible for achieving scale & profitability for the HFS through the management operations andmarketing activity Show less



Alexander Forbes Investments

• South Africa
• 1 - 100 Employee

• Executive Manager to Chief Investment Officer

  • Jan 2020 - Nov 2020

  Executive Manager to a Chief Investment Officer with +R319 billion client assets under management.• Supporting the executive in the execution of duties required across the group, in strategic planning and the management of the investment team.• Maintaining working relationships with various Head of Department to ensure efficient co-ordination of initiatives between the different teams.• Perform role of program manager for the executive’s key initiatives – conducting research, analysis, developing proposals and executing projects.• Represent the CIO at divisional, group and board level – engaging with different stakeholders at strategic level and contributing to strategic debates that informed the direction of the platform. Attending Manco, Investment, Risk, Asset Allocation and Unit Trust committees with or on behalf of CIO• Preparing presentations and speeches for delivery by the CIO to both internal and external parties.• Management of business reporting and key compliance for business to internal and external stakeholders.• Providing inputs to operational and process design in the investment team.• Identify business development opportunities, and develop roadmaps for execution. Show less

• Investment Accountant

  • Dec 2018 - Dec 2019

  Investment Accountant:A junior management role focused on financial accounting, reporting and analytical processes unit trust products to enhance overall operating efficiency.Performing various financial analysis, statutory reporting to external stakeholders.Managing trustee relationships and producing various related reports.Assisting in the preparation of unit trust board report and presentation.Conducting financial research, preparing written recommendations and market trend analysis.Served as Accelerated Catalyst Team member: working closely with executive committee to empower senior leadership bandwidth for the business, challenging and contributing to thought leadership and delivering high quality work timeously, efficiently and consistently.Projects worked on:DEVELOPING MARKETING MATERIAL: The objective was improve the marketing material distributed to clients relating to the performance of unit trust funds. Conducted market research and collaborated with various stakeholders to improve the current material.ROBOTIC PROCESS AUTOMATION: Conducting research to help identify opportunities to improve efficiencies in operational process to benefit clients and to streamline operations by adding virtual assistants in the operations department. Show less



Allan Gray Proprietary Limited

• South Africa
• Financial Services
• 700 & Above Employee

• Retail Finance Accountant

  • Sep 2016 - Dec 2017

  Retail Finance Accountant - combination of banking, accounting and business analysis. Role entailed: ‘Preparing all accounting and reconciliation work for Allan Gray Unit Trust and Ex- Africa Fund. Training new accountant Oversight of investments made by Institutional Investors. Managing the inflows and outflows of a Billion Rand Fund. Allan Gray Banking: Preparing redemption file for payments to clients,which average half a billion on a daily and ensuring these are calculated correctly. Preparing debit order file Transferring monies between Allan Gray funds to allow for the purchasing of Assets by the Allan Gray Investment teams (Net creations average a billion weekly). Making weekly payment to financial advisors and offshore brokers. Oversight of the Allan Gray banking process to ensure everything runs smoothly. Ensuring the monthly/quarterly distributions calculated by the pricing team are correct and paid over to clients on time. Finance Analytics: Completing monthly fee audit to ensure that fees earned by all Allan Gray products are correctly calculated. Preparing the quarterly asset allocation Helping with the preparation of Retail exco dash board Assisting with reports for use in directors/management/trustees meeting Outstanding Investment Project: Identified inefficiencies in the Unit Trust Accounting methods and implemented a project to correct these to ensure that clients monies were being invested Show less



FMG Inc CA(SA)

• Audit Associate

  • Jan 2015 - Aug 2016

  Worked closely with audit manager, participating in various client projects or assignments: Responsible for organising and analysing financial information to report the company’s overall financial performance. Performing analytic reviews, substantive procedures and audit planning. Preparation of annual financial statements and other materials for clients. Managing client engagements and various stakeholder relation with client in different industry sectors. Worked closely with audit manager, participating in various client projects or assignments: Responsible for organising and analysing financial information to report the company’s overall financial performance. Performing analytic reviews, substantive procedures and audit planning. Preparation of annual financial statements and other materials for clients. Managing client engagements and various stakeholder relation with client in different industry sectors.