George Phiri
Business Development, Project Finance And Investments
Roodeport
Summary
Hardworking and passionate job seeker with strong organizational skills eager to secure a position in Development finance and private equity investments. Ready to help team achieve organizational goals. Detail-oriented team player with strong organizational skills and ability to handle multiple transactions (small to large). Traceable experience in portfolio construction and management with cradle-to-crave practical experience in the DFI and Private Equity environment. Practical experience in business Turn-around strategies and value creation.
Proactive professional with general understanding of financial analysis (Across several sectors), budgeting and forecasting and ability to develop and implement financial plans and deliver strategic post investment advise. The Private Equity experience completes a well rounded professional who will add value to the institution on debt and equity transactions.
My versatility has led to a number of Directorship appointment in companies operating in Agro-processing and Global Travel. I am available for an initial discussion to establish fit for the position.
Overview
18
18
years of professional experience
8
8
years of post-secondary education
Work History
General Manager, Business Development
National Housing Finance Corporation
11.2023 - Current
- Championed customer-centric approaches within the organization, resulting in enhanced client satisfaction levels and repeat business opportunities.
- Collaborated with marketing teams to develop tailored messaging that resonated with target audiences, generating interest in products/services offered.
- Negotiated contracts with key stakeholders, securing profitable deals for the company.
- Forged strategic alliances with relevant organizations, expanding the company''s network and influence in the industry.
- Enhanced overall revenue by identifying new markets and potential clients, devising targeted marketing campaigns.
- Identified skill gaps within the team and recommended relevant training programs, enhancing overall performance and productivity.
- Managed cross-functional teams to execute business expansion initiatives successfully.
- Optimized internal processes to streamline sales operations for improved efficiency and productivity.
- Expanded the client base by implementing effective business development strategies.
- Monitored industry trends to proactively identify emerging opportunities for business expansion and diversification.
- Negotiated client contracts and agreements to cultivate profitable business transactions.
- Communicated directly with customers and partners to build strong business networks and relationships.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
- Developed compelling presentation decks to gain approval for ideas and communicate results.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
Investment Manager
AIF
04.2022 - 11.2023
- Develop and present detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies
- Increase returns for clients by 8% annually
- Create and executed aggressive investment strategies to increase returns for clients
- Monitor, manage and develop investment portfolios
- Assess and report on performance attribution on monthly and quarterly bases
- Improve overall financial reporting by streamlining control processes and reporting structures
- Evaluate and negotiate contracts to procure favorable financial terms
- Analyze business processes to identify cost savings and operational efficiencies
- Conduct financial due diligence on potential investments and acquisitions
- Develop strategic plans for day-to-day financial operations
- Review historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities
- Prepare internal and regulatory financial reports, balance sheets and income statements
- Comply with established internal controls and policies
Investment Principal
National Empowerment Fund
01.2020 - 01.2022
- Assisted with day-to-day operations, working efficiently and productively with all team members
- Provided strategic support to the Post Investment Unit,
- Proved successful working within tight deadlines and a fast-paced environment,
- Assisted with day-to-day operations, working efficiently and productively with all team members,
- Strengthened communication skills through regular interactions with others,
- Ensured sustainable monitoring of the organizational portfolio of R3bn,
- Provided leadership and support to Senior Investment Associates,
- Reported to the organizational Executive Committee, Board and Board sub-committees on portfolio matters,
- Reviewed all reports that are presented to committees,
- Dealt with structuring and presentation to committees
Senior Investment Associate
National Empowerment Fund
01.2017 - 01.2020
- Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies,
- Assessed and reported on performance attribution on monthly and quarterly bases
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals,
- Analyzed financial needs of clients and developed tailored strategies to meet goals,
- Analyzed financial needs of clients and developed tailored strategies to meet goals
- Developed and maintained strong relationships with clients to maximize satisfaction,
- Handled financial transactions worth over R800m.
Investment Associate
National Empowerment Fund
01.2012 - 01.2017
- Portfolio Management, monitoring & reporting
- Report writing & presentation to EXCO & Board Investment Committee
- Provided business strategic advisory,
- Handled financial transactions worth over R50m.
- Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies
- Assessed and reported on performance attribution on monthly and quarterly bases
- Created and executed aggressive investment strategies to increase returns for clients
- Monitored, managed and developed investment portfolios
- Developed financial projections and forecasts to guide investment decisions
- Evaluated performance of existing investments and adjusted accordingly
- Improved emergency resolution processes to save time,
Senior Project Manager
Development Bank of Southern Africa
01.2008 - 01.2012
- Developed and maintained relationships with key stakeholders to meet objectives and boost rapport,
- Established and managed change management processes to fulfill successful project transitions,
- Developed and maintained project budgets to control costs and meet organizational and project goals,
- Monitored project progress, identified risks and implemented corrective measures to acquire success,
- Developed and led multi-disciplinary team to redefine problems and reach solutions based on different perspectives,
- Monitored project progress, identified risks and took corrective action as needed
- Analyzed project performance data to identify areas of improvement,
- Developed and implemented project plans and budgets to ensure successful execution,
- Sourced, vetted and managed vendors needed to accomplish project goals
- Reported regularly to managers on project budget, progress and technical problems,
- Communicated project plans and progress to key stakeholders and project contributors,
- Maintained schedules to meet key milestones at every project phase,
- Coordinated cross-functional teams to determine timely delivery and compliance of project requirements.
Project Manager
Nakatomi Pty Ltd
01.2007 - 01.2008
- Planned, designed, and scheduled phases for projects,
- Identified plans and resources required to meet project goals and objectives,
- Managed projects from procurement to commission,
- Achieved project deadlines by coordinating with contractors to manage performance,
- Provided detailed project status updates to stakeholders and executive management,
- Developed and initiated projects, managed costs, and monitored performance,
- Drafted project reports to identify successful outcomes, insights and future recommendations,
- Developed and implemented strategic project plans to meet business objectives,
- Prepared and submitted project invoices for review and approval,
- Coordinated with cross-functional teams to resolve project issues and mitigate risks,
- Monitored project performance to identify areas of improvement and make adjustments,
- Reported regularly to managers on project budget, progress and technical problems,
- Scheduled and facilitated meetings between project stakeholders to discuss deliverables, schedules and conflicts,
- Developed and implemented project plans and budgets to ensure successful execution.
Education
Master - Project Management Completed
University of Pretoria
Pretoria 02.2018 - 08.2021
Advanced Diploma in Project Management - Strategy Development And Implementation
Cranefield College
Pretoria 02.2010 - 01.2011
Bachelor of Science (Honours) -
University of KZN
Pietermaritzburg 02.2000 - 01.2001
Bachelor of Agriculture -
University of KZN
Pietermaritzburg 02.1996 - 01.1999
Skills
SKILLS AND COMPETENCIES
Accomplishments
- AIF - Achieved portfolio construction through effectively helping with streamlining deal process flow. Reduced deal approval duration from 9 months to 5 months,
- AIF - led a team to the approval of transactions to the value of $26m in a period of less than 12 months,
- AIF - Established systems and processes to ensure investments implementation and portfolio management,
- AIF - Developed a Value Creation Plan,
- NEF - Developed portfolio management strategy for the NEF property portfolio,
- NEF - Enhanced portfolio reporting which led to the organization reducing its impairments and increase collections,
- DBSA - worked in a multi-national team that developed a new pharmaceutical product with Phytopharm.
Timeline
General Manager, Business Development
National Housing Finance Corporation
11.2023 - Current
Investment Manager
AIF
04.2022 - 11.2023
Investment Principal
National Empowerment Fund
01.2020 - 01.2022
Master - Project Management Completed
University of Pretoria
02.2018 - 08.2021
Senior Investment Associate
National Empowerment Fund
01.2017 - 01.2020
Investment Associate
National Empowerment Fund
01.2012 - 01.2017
Advanced Diploma in Project Management - Strategy Development And Implementation
Cranefield College
02.2010 - 01.2011
Senior Project Manager
Development Bank of Southern Africa
01.2008 - 01.2012
Project Manager
Nakatomi Pty Ltd
01.2007 - 01.2008
Bachelor of Science (Honours) -
University of KZN
02.2000 - 01.2001
Bachelor of Agriculture -
University of KZN
02.1996 - 01.1999
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