Geertien Venter Email & Phone Number

New Zealand

Responsible for monthly and quarterly reserve bank filings, including the quarterly Dashboard.Responsible for the preparation of half and full year Disclosure Statements.Review upcoming accounting changes and review implementation impact and additional disclosures needed.Ensure that the bank complies with all accounting and regulatory responsibilities.Preparation of quarterly group consolidations.Liaise with subsidiaries for necessary information to complete all required reports. Updating subsidiary reporting for additional information required.Help with group and company one off transactions, as well as company projects and possible accounting impact, writing papers for board information on the potential impact on profit as well as capital.Help with data analytics to support decision making.Organise and help with half year and full year audit.Suggest and implement process improvements, and better ways of doing.Respond to Reserve bank queries.Help with preparation of audit committee and board papers on monthly basis.Review trust reporting.

Auckland, New Zealand

- Manage a portfolio of audits, from small to large, including a variety of industries, for example fisheries, manufacturing, financial services – investment funds and insurance, technology.- Overall responsibility for managing of the planning, execution and completion of audit engagements;- Manage teams to complete jobs on budget and within deadline;- Review audit files and financial statements, identify and resolve possible issues;- Plan, execute and review risk identification, controls identification, systems review, controls testing;- Liaise with experts, including technical, corporate finance, actuarial, tax and financial statement reviews within the network and outside;- Dealing/meeting with high level client staff;- Attendance and presentation at board/audit committee meetings;- Budgeting and fee setting;- Working with tight and multiple deadlines;- Completing annual goal setting and performance reviews of more junior staff;- Part of the recruitment team for more junior staff;- In charge of organising second partner reviews on entities within the department;- Conducting quality reviews on engagements.

George Town, Cayman Islands

- Managed a portfolio of insurance captives, investment funds and general companies (property companies, directorships, lawyers), including IFRS and US GAAP, ISA and US GAAS, more than 70 clients in total;- Overall responsibility for managing of the planning, execution and completion of audit engagements;- Reviewed audit files and financial statements, identified and resolved possible issues;- Liaised with experts, including actuarial, tax and financial statement reviews within the network and outside;- Attendance of client annual board of directors meetings;- Budgeting and fee setting;- Worked with tight and multiple deadlines;- Completed responses for request for audit services for new clients;- Completed interim and annual goal setting and performance reviews of more junior staff;- Managed job allocations and client scheduling;- Developed in house quality control procedures;- Performed annual quality control review, implemented new quality control procedures and developed standard practices within the company;- Developed and organised annual new start training;- Presented training in-house;- Ensured all staff meet minimum training requirements in-house and externally;- Attended client networking events;

Johannesburg, South Africa

- Managed a portfolio including a small number of large insurance clients, covering short-term and long-term insurance, reinsurance and cell insurance;- Managed big audit teams, up to 12 audit members;- Overall responsibility for the planning, execution and completion of audit engagements;- Liaised with experts, including actuarial, tax, IT and financial statement reviews;- Attendance of client annual board and audit committee meetings;- Budgeting and analysis of actual hours spent;- Completed semi-annual performance reviews of seniors;- Identified development needs in seniors, and suggested how to improve performance;- Presented various training, including US GAAP and first years training;- Completed Continuous Improvement Reviews on other audit files;- Compliance and adoption of IFRS;

George Town, Cayman Islands

- Audit of funds and insurance companies, US GAAP;- Funds included simple structure funds, fund of funds, funds with different share classes, segregated portfolio vehicles, investing in bonds, swaps, forwards, futures, private equity, over the counter products, listed and unlisted securities;

Stellenbosch, South Africa

Audit of various different companies, including the biggest private health care group in South Africa, tertiary institution, industrial research company, wine farms, wine cellars, engineering company, other smaller owner managed companies – IFRS;

Aci (Associate In Captive Insurance), Captive Insurance

Ca(Sa)