Dikgang Kotsedi CA(SA)
Senior Risk Associate
Cape Town
Summary
Highly motivated and results-oriented CA(SA) with 5+ years of experience in financial analysis, risk management, and investment support. Proven ability to conduct in-depth financial analysis, evaluate investment opportunities, and contribute to strategic decision-making.
Overview
11
11
years of professional experience
Work History
Senior Risk Associate
Advance Global Capital
10.2022 - Current
- Conducted comprehensive credit and financial analysis of borrowers, underlying collateral and risk assessment
- Prepared in-depth investment recommendations for risk and investment committee review, actively participating in committee meetings
- Designed stress testing scenarios to evaluate the firm''s capacity to withstand extreme market conditions, informing strategic planning efforts.
- Conducted on-site due diligence audits and client reviews to ensure compliance with covenants and mitigate portfolio risk
- Built and maintained strong relationships with clients, providing excellent client service
- Contributed to the development and implementation of risk management frameworks
- Created a new client review template, to streamline quarterly client monitoring process
Senior Consultant
FTMG LTD
08.2022 - 09.2022
- Reviewed financial statements and disclosures for accuracy and adherence to accounting standards
- Conducted thorough reviews of management accounts to ensure transparency and integrity
- Critically evaluated valuation reports for both equity and debt investments, providing valuable insights on accounting recognition principles
Senior Consultant
Makosi
01.2022 - 06.2022
- Collaborated with a diverse team on a virtual project with a US-based client (EY)
- Tested participant data for pension plans, ensuring data integrity and accuracy
- Performed, reviewed, and concluded on various analytical audit procedures to broaden understanding of the client through related accounts
- Effectively communicated findings and recommendations to stakeholders, fostering informed decision-making
Business Performance Specialist
Momentum Health Solutions
03.2020 - 12.2021
- Prepared comprehensive due diligence reports for funding, mergers, and acquisitions transactions, providing critical insights for investment decisions
- Drafted detailed financial reports for budgets, forecasts, and quarterly economic outlook
- Prepared monthly financial results summary reports for Exco
- Prepared quarterly CEO reports which provided strategic insights to the CEO
- Prepared annual financial statements for Momentum Health Solutions (Pty) Ltd, Momentum Health Corporate (Pty) Ltd, and Momentum Health Distribution (Pty) Ltd
- Cultivated strong internal and external stakeholder relationships, fostering collaboration and effective communication
- Involved in the project management of setting up and running mass vaccination centers
- Assisted in the calculation of break-even points for mass vaccination centers
Group Management Accountant
PPS
06.2018 - 03.2020
- Financial modeling
- Involved in the preparation of Group Annual Financial Statements
- Prepared monthly group management accounts for the Executive committee, providing actionable insights
- Reviewed financial statement analysis commentary for PPS Investments, PPS Healthcare and PPS Short-term
- Prepared financial statement analysis commentary for PPS Financial Planning division
- Assisted the Chief Financial Controller with the valuation of PPS Short-Term (CAPM, maintainable earnings for discounted cashflows and with industry research)
- Preparation of quarterly board reports for group and subsidiaries (PPS Holdings Company, PPS Insurance and PPS Namibia)
- Assisting with technical IFRS queries, assessing the impact of new IFRS statements on group and writing reports on the impact of new IFRS statements will have on group
- Responsible for all group IFRS consolidation entries
- Preparation of budgets and forecasts and preparation of budget presentations
- Managing stakeholder relationships
- Streamlined the reporting function using PM10, enhancing efficiency and productivity
Audit Trainee
Grant Thornton South Africa
01.2014 - 12.2016
- Senior associate audit clerk who has had exposure to both private and public sector entities, private sector experience includes clients in varying fields such as; Financial Services, Manufacturing, Non-profit organisations and Information Technology
Education
CFA Level 1 Candidate -
CFA Institute (In Progress)
Post Graduate Advanced Diploma - Applied Accounting Sciences, Accounting and Finance, Certificate in the theory of accounting
University of South Africa/Universiteit van Suid-Afrika
01.2015 - 12 2016
Post Graduate Diploma - Accounting Sciences, Accounting and Finance, Certificate in the Theory of Accounting (CTA level 1)
University of South Africa/Universiteit van Suid-Afrika
01.2013 - 12 2014
Bachelor's degree - Accounting and Finance
University of Pretoria/Universiteit van Pretoria
01.2009 - 12 2012
National Senior Certificate - undefined
Pretoria Boys High School
01.2004 - 12 2008
Skills
Financial Modeling
Microsoft office
Accounting Standards (IFRS)
Risk Management Frameworks
Communication
Teamwork
Problem-solving
Analytical skills
Timeline
Senior Risk Associate
Advance Global Capital
10.2022 - Current
Senior Consultant
FTMG LTD
08.2022 - 09.2022
Senior Consultant
Makosi
01.2022 - 06.2022
Business Performance Specialist
Momentum Health Solutions
03.2020 - 12.2021
Group Management Accountant
PPS
06.2018 - 03.2020
Post Graduate Advanced Diploma - Applied Accounting Sciences, Accounting and Finance, Certificate in the theory of accounting
University of South Africa/Universiteit van Suid-Afrika
01.2015 - 12 2016
Audit Trainee
Grant Thornton South Africa
01.2014 - 12.2016
Post Graduate Diploma - Accounting Sciences, Accounting and Finance, Certificate in the Theory of Accounting (CTA level 1)
University of South Africa/Universiteit van Suid-Afrika
01.2013 - 12 2014
Bachelor's degree - Accounting and Finance
University of Pretoria/Universiteit van Pretoria
01.2009 - 12 2012
National Senior Certificate - undefined
Pretoria Boys High School
01.2004 - 12 2008
CFA Level 1 Candidate -
CFA Institute (In Progress)