Manager
Cape Town
I was manager in the financial services division, more specifically in audit and valuations advisory. In terms of audit, my client portfolio included Old Mutua(Life Assurance, Specialised Finance, Private Equity and Alternative Investments), Prescient Holdings Group and Argon Asset Management. I was responsible for these projects in terms of client relationships, project management and technical expertise in terms of the regulatory requirements for these clients. In terms of valuations advisory, I was a Manager in the Financial Engineering Group (FEG) at KPMG. This group is the centre of excellence for banking, financial instrument valuation and treasury risk management at KPMG. I was the lead manager in the group for the Cape Town office, and responsible for the internal functions of the group and targeting clients. The group has experienced exponential growth in the last 2 years due to clear demonstration of expertise and strong client relationships. I have been involved in numerous Financial Engineering Group advisory assignments, specialising in the modelling of derivative and non-derivative financial instruments, modelling of renewable energy projects, counterparty credit assignments and other treasury best practice processes. I have assisted numerous clients with the valuation of cash and equity based employee share options schemes. I have gained extensive experience in hedge accounting projects specialising in interest rate and foreign currency hedges. These projects involved hedge documentation reviews, retrospective and prospective hedge effectiveness testing, the construction of hypothetical derivative hedge models and the implementation of feasible hedge accounting solutions. I was also the manager on 2 ISAE3402 engagements (in asset management), this has given me insights into the processes which drive the key risks in an asset manager, and best practices in the industry.