Experienced member of KPMG's Deal Advisory team with expertise in executing and reporting on Financial Due Diligence, Valuation and M&A engagements. Skilled in analyzing earnings quality, net assets, net debt, and net working capital. Proficient in utilizing methodologies such as DCF, Cap rates, Multiples, Coco's, and precedent transaction analysis for thorough valuations. Known for delivering high-quality results with accuracy and attention to detail in a fast-paced environment.
Overview
8
8
years of professional experience
10
10
years of post-secondary education
Work History
Manager
KPMG
10.2022 - Current
Preparation and analysis of historical and pro forma financial information
Financial Modeling: Developing comprehensive financial models for new and existing projects, performing sensitivity analyses and scenario planning to assess financial performance and risk.
Project Financing: Leading the financing process, including structuring and negotiating debt and equity arrangements with banks, investors, and financial institutions to secure project funding.
Budget Management: Creating, managing, and monitoring project budgets, ensuring alignment with company objectives. Analysing budget variances and implement corrective actions as needed.
Risk Assessment: Identifying and evaluate financial risks associated with projects. Develop and implement risk mitigation strategies to safeguard project viability.
Stakeholder Communication: Collaborating effectively with internal teams, including engineering, legal, and operational departments, to ensure financial goals are met. Engage with external stakeholders, including banks, investors, and regulatory agencies.
Due Diligence: Conducting thorough financial due diligence for new projects, assessing market conditions, regulatory compliance, and project feasibility to inform decision-making.
Reporting: Preparing detailed financial reports and presentations for senior management and the board of directors. Ensure compliance with regulatory and financial reporting standards.
Assessment of trends, fluctuations and risks that may impact cash flow and valuation
Collecting data from various sources and perform transactional procedures to validate the data quality and prepare preparing financial models which will be used during the acquisition process;
Assisting other team members to carry out complex analysis on key performance drivers, underlying EBITDA, working capital requirements and net (financial) debt;
Evaluating the strategic fit of businesses through identification and evaluation of potential synergies and sources of value enhancement;
Identifying issues for purchase price reductions, deal structuring or acquisition termination;
Participating in and project managing the acquisition including financial, operational and legal due diligence;
Engaging with the seller’s management team to unlock insights on non-financial risks and opportunities specific to the business and relevant to consider in the acquisition;
Assist in the preparation of due diligence reports, highlighting key deal issues and underlying business drivers;
Identifying and implementing post-acquisition action steps to achieve anticipated earnings and cash flow improvements;
Preparation of payment files pertaining to acquisitions;
Accomplished multiple tasks within established timeframes
Senior Associate
Ernst and Young
02.2021 - 09.2022
Analyzing financial/operational results of targets through reviewing accounting records and conducting interviews with management
Participate in due diligence engagements related to acquisitions
Prepare/evaluate pro forma financial information
Evaluate effects of seasonality on cash flow requirements
Perform industry and company research
Correlate due diligence findings with client valuations.
Associate
McGeralds Advisory Pty LTD
01.2017 - 12.2020
Collecting data from various sources and perform transactional procedures to validate the data quality and prepare preparing financial models which will be used during the acquisition process;
Analyzing and presenting financial information, with a focus on key accounts of historical financial position;
Assisting other team members to carry out complex analysis on key performance drivers, underlying EBITDA, working capital requirements and net (financial) debt;
Evaluating the strategic fit of businesses through identification and evaluation of potential synergies and sources of value enhancement;
Identifying issues for purchase price reductions, deal structuring or acquisition termination;
Participating in and project managing the acquisition including financial, operational and legal due diligence;
Engaging with the seller’s management team to unlock insights on non-financial risks and opportunities specific to the business and relevant to consider in the acquisition;
Assist in the preparation of due diligence reports, highlighting key deal issues and underlying business drivers;
Identifying and implementing post-acquisition action steps to achieve anticipated earnings and cash flow improvements;
Preparation of payment files pertaining to acquisitions;
Supporting the integration process, including SAP integration
Education
Associate of Science - Investment And Finance
CFA INSTITUTE
United States Of America
02.2017 - 12.2020
Master of Science - Financial Management
University of Johannesburg
South Africa
07.2018 - 10.2019
Associate of Science - Artificial Intelligence And Robotics in 4IR
University of Johannesburg
South Africa
01.2020 - 04.2020
Bachelor of Commerce Honors Degree - Finance And Investment Management
University Of Johannesburg
South Africa
02.2012 - 04.2016
Skills
Corporate Finance
Transaction Diligence
Economics and Valuations
Analytics and Big Data
Desire for continual self-learning and mentorship and training of others
Pro-active with desire to deliver client focused results whilst part of a multi-disciplinary team