Lloyd Holmes Email & Phone Number

Sydney, Nsw, Au

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

North Sydney, New South Wales, Australia

Johannesburg Area, South Africa

Member of the Board and Exco, responsible for the finance function of the Group, including strategy, financial reporting, financial control, compliance, taxation and other key governance and risk management functions. This includes the following: > Manage and report on the overall Group financial results, > Partnering with the Board and Exco in the execution of the Fulcrum Group’s strategic objectives,> Direct budgets, business cases and forecasts;> Adherence to relevant legislation and interaction with auditors, tax and regulatory authorities;> Maintain and improve policies and processes, including Identifications of risks, develop mitigation policies and monitor compliance proactively; and> Engage in relevant negotiations with internal and external stakeholders, including service providers and insurers.

Johannesburg Area, South Africa

Key member of middle management, responsible for the overall finance function of Fulcrum Group, including financial reporting, financial control, compliance, taxation and other key governance and risk management functions. This included the following: > Report on the overall Group financial results to Exco and Divisional management, > Prepare budgets, business cases and forecasts;> Enhance monthly reporting processes, including the reduction of month end reporting time frames and increased automation of monthly controls and financial reporting processes.> Adherence to relevant legislation and interaction with auditors, tax and regulatory authorities;> Maintain and improve policies and processes, including Identifications of risks, develop mitigation policies and monitor compliance proactively; and> Key liaison for the annual audit process, including preparation of audit packs, individual company financial statements and the Consolidated Fulcrum Group Annual Financial Statements.

Centurion, South Africa

Key member of the Executive Committee, responsible for the finance function of Brolink, including financial reporting, financial control, compliance, taxation and other key governance and risk management functions. This included the following: > Manage and report on the overall company financial results, insurer results and operational finance activities;> Direct budgets, business cases and forecasts;> Adherence to relevant legislation and interaction with auditors, tax and regulatory authorities;> Maintain and improve policies and processes, including Identifications of risks, develop mitigation policies and monitor compliance proactively;> Engage in relevant negotiations with internal and external stakeholders, including service providers and insurers;> Support the BBBEE objectives in line with the Group’s strategy; and> Oversee and manage personal development, performance management and succession planning of team members within financial accounts and operational finance.

Johannesburg Area, South Africa

End to end management of the following for all audit client engagements:> Planning and scoping of the audit;> Controls testing procedures, including review of financial and operational controls;> Substantive testing procedures; > Reporting to those charged with governance, Including timely preparation and or review of the respective deliverables (annual reports, annual financial statements and other applicable regulatory reporting including reports and presentations to Audit Committees);> Management of audit clients and supervision of audit teams within various financial services industries, including strategic audit direction and support;> Staffing of all audit engagements;> Managing the audit budget and billing process, tracking costing and margins; and collection of debtors, overrun negotiations and collection thereof;> Relationship building, networking and regular client interaction (including C Suite) and liaison; and> Leading, mentoring and empowerment of audit staff.Additional roles fulfilled within the FIST division: Human Resource/ FIST Staff Senior Manager, which entailed the following:> Facilitate the development and growth of trainees within FIST;> Co-ordination of the bi-annual trainee promotions process, > Preparation of the performance review support; and> Co-ordinate and meet with other business unit HR portfolio managers including HR representatives to discuss best practices, shared ideas and responsibilities.Specific client experience:> FirstRand Limited and FirstRand Bank Limited (including reporting of international divisions and subsidiaries);> Lombard Insurance Group (including the Fulcrum Group of Companies);> Nedbank Corporate Banking Division; > Bidvest Bank Limited; and> Stockdale Street Private Equity (Ernest Oppenheimer Group of Entities).

Johannesburg Area, South Africa

Financial Services audit, including Short term and Long term Insurance, Banking and Medical SchemesRole and Responsibilities:Consistent with the responsibilities described for the period November 2013 to June 2015, including the role of Human Resource/ FIST Staff Senior Manager. Specific client experience at Deloitte from June 2009 to May 2013:> Marsh South Africa (Pty) Ltd including African Subsidiaries;> Regent Insurance Group (Both Short term Insurance and Long Term Insurance);> Lombard Insurance Group (including Brightrock and the Fulcrum Group);> Nedbank Corporate Banking Division;> KeyHealth Medical Scheme;> Transmed Medical Fund; and> Mortgage Capital Group (part of the Transaction Capital Group).

Deloitte

Bachelor Of Accounting (Bacc), Accounting And Finance

Accounting and Finance

Education record