PowerBI
ISAAC WAHITO
INVESTMENT ANALYST | FINANCIAL MODELLING | VALUE CREATOR
Johannesburg
Summary
Dynamic investment analyst and financial modelling expert with a proven track record at Telkom South Africa, excelling in strategic planning and team leadership. Spearheaded M&A valuations and optimized business cases, driving impactful decisions. Renowned for analytical prowess and fostering collaboration, delivering high-quality financial models that enhanced project partnerships and contract management.
My objective is to provide value-adding, innovative and insightful analytical expertise for sustainable solutions that empower the lives and livelihoods of all stakeholders. I am involved in countries economic modelling and forecasting of micro and macro scenarios affecting business strategies.
I have proven strong analytical and technical skills on business cases, incorporating macro-economic scenario and sensitivity analysis leading to business strategy re-alignment.
Lastly, I have great and in-depth monitoring and evaluation skills, stress testing against key evolving risk metrics coupled with financial management skills, business process optimization, financial growth & sustainability
Overview
15
15
years of professional experience
2
2
Certifications
2
2
Languages
Work History
EXECUTIVE- FINANCIAL MODELLING
Telkom South Africa
09.2017 - Current
- Head of Telkom Commercial Finance entailing financial modelling unit managing a team of financial analysts.
- M&A valuations, new ventures and project partnerships and external negotiations.
- Engaged in company contract management with strategic partners - drafting and reviews.
- Established long-term client relationships through consistent delivery of high-quality products and services.
- Business plan and forecasting with both tactical and strategic inputs into a pricing road map.
- Network Optimization business cases, financial analytics, statistical models & research.
- Led strategic initiatives to enhance customer experience by implementing new service delivery models and optimizing communication channels.
- Developed and monitored key performance indicators to assess project success and inform decision-making processes within the organization.
- Cultivated partnerships with stakeholders to align business strategies, facilitating collaborative efforts that addressed market demands and service offerings.
- Implemented change management strategies that improved team engagement and streamlined workflows across departments, resulting in enhanced productivity.
- Analyzed market trends and competitor activities to inform strategic planning, positioning the organization for sustained growth in a competitive landscape.
- Mentored junior staff through knowledge sharing sessions, fostering professional development and strengthening team capabilities within the organization.
- Identified trends and assessed opportunities to improve processes and execution.
GLOBAL INVESTMENT ANALYST
ASCOT WEALTH MANAGEMENT
06.2016 - 08.2017
- Trading of stocks and funds in Asian, American, and European markets as well as portfolio creation.
- Excel-based analysis and reporting of business performance and compliance adherence of platforms.
- Conducting country-level micro and global macro-economic analysis to aid optimal decision making.
- Managing and monitoring portfolio performance and providing inputs for strategic decisions.
- Provided timely recommendations on buy, hold, or sell actions based on extensive company evaluations and industry research.
- Continuously refined analytical methodologies to ensure the highest quality of output while keeping abreast of industry best practices.
- Played a pivotal role in the team''s successful navigation of volatile BREXIT market conditions by maintaining a disciplined, data-driven approach to investment analysis.
Research Analyst
Centre for Financial Regulation & Inclusion
04.2016 - 06.2016
- Conducted comprehensive analysis of financial regulations to assess their impact on market inclusion initiatives, enhancing understanding of regulatory environments.
- Collaborated with cross-functional teams to develop and implement research methodologies that improved data collection efficiency and accuracy.
- Utilized statistical software and data visualization tools to analyze complex datasets, presenting findings to stakeholders for informed decision-making.
- Authored detailed reports summarizing research outcomes, providing actionable recommendations that influenced policy development within the organization.
- SMMEs research and analysis on sustainable business strategies and financial management.
- Research at the policy level on mobile-insurance products to reduce vulnerable consumer abuse.
- Analysis on impact of remittances costs on flows into Sub-Saharan Africa.
- Research on Anti-Money Laundering and Countering Terrorism Financing.
Independent Consultant
Investec Securities
07.2015 - 03.2016
- Assisting in quantitative and qualitative analysis for mining & metals sector initiation reports.
- Financial models building, linkage of existing and data verification.
- Data collection from company websites, Bloomberg and FactSet.
- Developed comprehensive project plans to guide clients through strategic initiatives, ensuring alignment with business objectives.
- Conducted in-depth market analysis and research, providing actionable insights that informed clients' decision-making processes.
- Facilitated workshops and training sessions for client teams, enhancing their understanding of key operational strategies and tools.
- Collaborated with cross-functional teams to identify process improvements, resulting in increased efficiency and reduced operational costs.
Investment Analyst - Global Markets
Bank of America Merrill Lynch
01.2015 - 07.2015
- Conducted comprehensive financial analysis to evaluate investment opportunities, utilizing advanced Excel modeling and financial software.
- Report writing, investment analysis, financial modelling and forecasting, portfolio and risk management.
- Economic analysis such as the impact of Special economic zones in SA, government grants impact on living standards, African regions financial markets integration benefits etc.
- Contribution of cutting-edge, market-moving research products: mining, telecoms, retail sectors.
- Collaborated with cross-functional teams to develop strategic recommendations for asset allocation, enhancing portfolio performance.
- Monitored market trends and economic indicators to identify risks and opportunities, informing investment strategies and decisions.
- Prepared detailed reports and presentations for senior management, summarizing investment performance and strategic insights.
- Assisted in the due diligence process for potential acquisitions, analyzing financial statements and market conditions to support investment decisions.
- Developed and maintained financial models to project future performance of investment portfolios, ensuring accuracy in forecasting.
- Conducted regular portfolio reviews, ensuring optimal alignment with clients'' financial goals and risk tolerance levels.
- Guided clients through complex financial scenarios using clear explanations and actionable guidance, increasing their confidence in our services.
- Enhanced portfolio performance by conducting thorough investment research and analysis.
- Assisted in maintaining strong relationships with key stakeholders such as brokers, fund managers, and custodians to facilitate smooth operations while minimizing counterparty risks.
Financial Analyst
KenSA Horizon Consulting
07.2012 - 09.2013
- Preparing company proposals and presentations for the Finance and administrative team.
- Business strategy, market research and management reports formulation support.
- Small & medium enterprises sustainability analysis: Triple-bottom line reporting.
- Conducted in-depth financial analysis to support budgeting and forecasting processes, leading to improved financial decision-making.
- Developed and maintained complex financial models using Excel to project future revenues, expenses, and cash flows.
- Collaborated with cross-functional teams to analyze variances and trends in financial performance, facilitating timely adjustments to strategies.
- Prepared comprehensive reports and presentations for senior management, summarizing key findings and actionable insights from financial data.
Relationship Officer-Agency and Mobile Banking
Equity Bank Limited
07.2010 - 01.2012
- Quality control and data analysis: Evaluating existing platforms mobile banking models to determine the efficiency of the Bank’s operations.
- Supporting the acquisition of necessary data, information and requisite knowledge at the department to assemble a database for the agency
banking business model. - Analysis and comprehensive overview of the bank’s strategy and system updates.
- Cost management strategy implementation task team under payroll department.
- Managed client portfolios by assessing financial needs and providing tailored solutions to enhance customer satisfaction.
- Analyzed market trends and competitor strategies to inform relationship-building approaches and identify growth opportunities in the client base.
- Developed and maintained strong relationships with clients, ensuring effective communication and prompt resolution of inquiries.
- Conducted regular reviews of client accounts to identify opportunities for cross-selling additional products and services.
- Coordinated with internal teams to streamline processes, improving response times for client requests and enhancing service delivery.
Education
Executive MBA - Executive MBA
UNIVERSITY OF CAPE TOWN
Cape Town, South Africa 04.2001 -
Master of Commerce - Development Finance
UNIVERSITY OF CAPE TOWN
Cape Town, South Africa 04.2001 -
Bachelor of Finance & Investments (Hons) - Finance
UNIVERSITY OF CAPE TOWN
Cape Town, South Africa 04.2001 -
Bachelor of Commerce - Finance And Banking
Africa Nazarene University
Nairobi, Kenya 04.2001 -
Skills
Analytical skills
Team leadership
Strategic planning
Administrative skills
Executive support
Interpersonal skills
Accomplishments
- Successfully built Telkom South Africa business cases to grow market share and be the 3rd largest mobile operator.
- Successfully set -up Ascot Wealth Management Investment process and team.
- Successfully rolling out of financially inclusive products for low- income consumers at Equity Bank (Kenya) through review and quality control of products.
- Contract Negotiation - Signed and negotiated the contract for two major roaming partners at Telkom SA.
Software
Microsoft Suite
Certification
Financial Modelling and Valuation Analyst
Interests
Infrastructural projects
Impact Assessment
Monitoring and Evaluation
Timeline
Financial Modelling and Valuation Analyst
07-2021
Accelerated Leaders in Digital Business
01-2020
EXECUTIVE- FINANCIAL MODELLING
Telkom South Africa
09.2017 - Current
GLOBAL INVESTMENT ANALYST
ASCOT WEALTH MANAGEMENT
06.2016 - 08.2017
Research Analyst
Centre for Financial Regulation & Inclusion
04.2016 - 06.2016
Independent Consultant
Investec Securities
07.2015 - 03.2016
Investment Analyst - Global Markets
Bank of America Merrill Lynch
01.2015 - 07.2015
Financial Analyst
KenSA Horizon Consulting
07.2012 - 09.2013
Relationship Officer-Agency and Mobile Banking
Equity Bank Limited
07.2010 - 01.2012
Executive MBA - Executive MBA
UNIVERSITY OF CAPE TOWN
04.2001 -
Master of Commerce - Development Finance
UNIVERSITY OF CAPE TOWN
04.2001 -
Bachelor of Finance & Investments (Hons) - Finance
UNIVERSITY OF CAPE TOWN
04.2001 -
Bachelor of Commerce - Finance And Banking
Africa Nazarene University
04.2001 -
Similar Profiles
Njabulo MkhizeNjabulo Mkhize
Customer Support Consultant at Telkom South AfricaCustomer Support Consultant at Telkom South Africa
Resemate Johannes MabundaResemate Johannes Mabunda
Facilitator at Telkom South AfricaFacilitator at Telkom South Africa
Fikele Martha TseekeFikele Martha Tseeke
Senior Specialist: Spectrum & Standards at Telkom South AfricaSenior Specialist: Spectrum & Standards at Telkom South Africa
Shoneez JafferShoneez Jaffer
CEO / Founder at Brain Box Learning CentreCEO / Founder at Brain Box Learning Centre
Tshiko Gabriel MashikeTshiko Gabriel Mashike
Painter and Electrician at Pumla SchoolPainter and Electrician at Pumla School