Tumi Loate

Part-time PDBA and FNF Lecturer at Wits Business School
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Contact Information
us****@****om
(386) 825-5501
Location
City of Johannesburg, Gauteng, South Africa, ZA
Languages
  • English Native or bilingual proficiency
  • Setswana Native or bilingual proficiency

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Credentials

  • CA (SA)
    SAICA CA(SA)
    Jan, 2014
    - Nov, 2024
  • Public Practice Examination
    IRBA
    May, 2013
    - Nov, 2024
  • Qualifying Exam 1
    SAICA CA(SA)
    Apr, 2011
    - Nov, 2024

Experience

    • South Africa
    • Higher Education
    • 1 - 100 Employee
    • Part-time PDBA and FNF Lecturer
      • Sep 2018 - Present

      Financial and Management Accounting Financial and Management Accounting

    • South Africa
    • Financial Services
    • 1 - 100 Employee
    • Investment Analyst
      • Nov 2017 - Present

    • Canada
    • Accounting
    • 700 & Above Employee
    • Manager
      • Jan 2014 - Nov 2017

      I am responsible for coordinating auditing assignments and ensuring financial statements are fairly presented in alignment with IFRS, IAS and KPMG Global Methodology. My roles include the following: 1. Operating as the manager for various listed financial services clients, reviewing financial activity, journal entries, budgets and projections 2. Manager in the Financial Engineering Group at KPMG. This group is the centre of excellence for financial valuation and treasury risk management at KPMG. I specialise in the modelling of derivative and non-derivative financial instruments, rates verification testing and market risk testing. I have also gained experience in the following market types: interest rate, foreign exchange and credit risk 3. Responsible for generating new business, developing new clients, preparing proposals and guiding marketing efforts 4. Responsible for managing an audit with 13 500 billable hours and 30 staff members. Ensuring quality standards are maintained. Adding value to the client by recommending process efficiencies, noting weaknesses and providing an outline to modify systems to meet industry best practice 5. Meeting with directors of boards, finance committees, executives and management to provide project results, recommendations and general consulting services Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Accountant
      • Jan 2011 - Dec 2012

      1. Collect and analyze data to detect deficient controls, duplicated effort, extravagance, fraud, or non-compliance with laws, regulations, and management policies. 2. Report to management about asset utilization and audit results, and recommend changes in operations and financial activities. 3. Prepare detailed reports on audit findings. 4. Review data about material assets, net worth, liabilities, capital stock, surplus, income, and expenditures. 5. Inspect account books and accounting systems for efficiency, effectiveness, and use of accepted accounting procedures to record transactions. 6. Examine and evaluate financial and information systems, recommending controls to ensure system reliability and data integrity Show less

    • South Africa
    • Higher Education
    • 700 & Above Employee
    • Associate Lecturer
      • Jan 2011 - Dec 2011

      I was selected for the prestigious Academic Articles Programme to lecture Financial Accounting to undergraduate students from various backgrounds. This opportunity allowed me to develop the following skills: 1. Mentoring to and relating to a large number of diverse undergraduate students 2. Public speaking and good communication- conveying ideas and information in a clear audible manner 3. Time management – Due to the different strands involved in lecturing I learned to manage my time through juggling tutorial time, preparation time, administration work, marking and research 4. Record Keeping – Being well organised with student marks, email and filing systems 5. Developed succinct report writing skills through learning development feedback required Show less

  • Leegra Marketing
    • Johannesburg Area, South Africa
    • Promotions Manager
      • Jan 2010 - Dec 2010

      1. Demonstrate and explain products, methods, or services in order to persuade customers to purchase products or utilize services. 2. Identify interested and qualified customers in order to provide them with additional information. 3. Keep areas neat while working, and return items to correct locations following demonstrations. 4. Practice demonstrations to ensure that they will run smoothly. 5. Prepare and alter presentation contents to target specific audiences. 6. Provide product information, using lectures, films, charts, and/or slide shows. Show less

Education

  • University of Oxford - Said Business School
  • University of the Witwatersrand
    Master of Commerce, Accounting and Finance
    2011 - 2011
  • Jeppe High School for Girls
    Matriculated with distinction
    2002 - 2006

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