Nkululeko Mqokiyana, FRM
Johannesburg
Summary
Thought leader with a proven track record of success in leading and growing organizations. Strong background in strategic planning, financial management, and team development. Expertise in identifying opportunities and implementing practical business strategies while staying informed about the latest trends, technologies, and best practices. Adept at implementing strategic business plans, driving growth, and improving operations. Skilled in financial management and stakeholder relations, enabling effective collaboration and the ability to build and lead talented and motivated individuals.
Overview
12
12
years of professional experience
2
2
years of post-secondary education
1
1
Certification
Work History
Chief Financial Officer
Egxeni Engineering CC & Ubuhle Bempisi Consulting Engineers cc
9 2015 - 12.2023
- Act as strategic financial adviser to CEO and Senior Management Team, providing sound advice, guidance and information on organizational performance, risks and opportunities
- Evaluate and improve operational efficiency and financial performance also by eliminating budget s overrun and expenses optimisation
- Preparation of project revenue forecasts and expenditure budgets for new projects and review of existing project budgets
- Cashflow management- gap analysis, receivables, and payables
- Establish Relationships with banks for project funding and asset finance
- Establish and mange vendor relationships
- Take overall responsibility for preparation of management reporting, annual accounts and audit matters to ensure compliance with statutory requirements
- Liaise with insurance companies for project insurances/performance guarantees
- Tracked and logged expenses, ensuring spending remained within approved budgets.
Senior Economist- Investment Funds
National Treasury of South Africa
12.2008 - 08.2015
- Conduct research to enhance and strengthen the financial sector policy and regulatory framework in respect of Real Estates Investment Trusts, Hedge Funds, Investment Funds Framework
- Collaborate with other Directorates on cross-cutting issues and work towards a common financial sector development framework Stakeholder Engagement
- Liaise with relevant stakeholders on matters pertaining to legislative and regulatory processes concerning the financial sector
- Establish relations with other financial sector regulators and the financial sector ombudsman on matters pertaining to legislative design and regulatory developments multi-institutional approach to financial sector development
- Provide inputs into legislation in relation to consumer protection, Financial Markets, Pension Fund regulations
- Liaise with the relevant regulators and other stakeholders pertaining to developments in the South African financial sector and support establishment of sound legislation Monitoring of compliance
- Interact with the regulators, financial sector ombudsman and other stakeholders on compliance regarding financial sector issues
- Develop interventions based on policy formulation, including legislation.
Credit Analyst- Non-Bank Financial Institutions
Rand Merchant Bank Ltd
08.2006 - 10.2007
- To monitor fund managers and attend to the breaches of mandates
- To help build and refine the spreadsheet database for the investment portfolio
- To help review the investment policy of the company
- To compile reviews, amendments, and new applications to the appropriate lending authorities
- To manage adherence to the Bank's credit policy and philosophy
- Monitor current developments on NBFI portfolio
- The portfolio includes stockbrokers, fund management companies, hedge funds, fund of funds, fund administrators, pension funds, insurance companies
- Deal assessment and structuring with regards to ensuring that new business written is of acceptable risk
- Conduct quality credit assessments and present funding solutions
- Manage Credit risks on portfolio of clients by regularly reviewing client and industry performance
- Conduct industry research as maybe required
- Credit proposals on new clients and limit reviews on the existing ones
- Monitoring of credit limit breaches.
Junior Credit Portfolio Analyst
GENSEC BANK (Sanlam Capital Markets Ltd)
03.2003 - 07.2004
- Scan the business and operating environment to detect and respond to emerging risks and those associated with change
- Modelling interest rate products
- Pricing deals and providing support to debt finance department and treasury
- Credit Portfolio review and administration
- Daily Risk Reports, and Daily Profit and Loss figures
- A dealer for Equity Derivatives and Bonds
- Balance the Cross- Market Arbitrage Book
- Balancing the Internal Loan and Asset Book
- Preparing a Gap Analysis report
- Resetting Prices for both asset and Liability Swaps
- Preparing the Rates Report for the Management
- Preparing the Maturity Profile report for the Management
- Customer services.
Education
Mcom - Business Managment (Course Work)
University of Johannesburg
Johannesburg, GP 04.2001 - 04.2012
Bcom Honours - Investment Management (course Work)
University of Johannesburg
Johannesburg, GP04.2002
Associate of Science - Economics And Accounting
University of Fort Hare
Alice, Eastern Cape, South Africa 04.2001 -
High School Diploma -
Palmerton High School
Lusikisiki, Eastern Cape, South Africa 04.2001 - 04.1992
Skills
Contract negotiation and Management
Financial Statement Analysis
Investment Analysis
Change Management
Employee Relations
Budget Management
Operational leadership
Interpersonal skills
Advanced Microsoft Excel
Policy development and Implementation
Additional Information
- Snr Management Service Program, National School of Government, 2022,
- Tax Law, University of Cape Town, 2021,
- Class of Business -Commercial Lines (S /T Insurance), Integrity Academy,2020,
- FAIS Exams. ( RE1 and RE5 in 2019) , Moonstone/ FSCA,
- Private Equity Foundation Program, GIBS, 2011,
- Financial Derivatives. SA Reserve Bank College. (2010),
- Economic Report Writing, SA Reserve Bank College. (2010), Cert
- CFA Institute (Passed Level 1 and 2)
Personal Information
- ID Number: 740310 633 808 9
- Nationality: South African
Languages
Xhosa
English
Zulu
South Sotho
Intermediate (B1)
References
- Mr Nkululeko Sithole, Head of Operations, Umpisi Group, 060 962 3121, Nkululekos@umpisi.com
- Mr Johan Botha, NBFI Credit Team Leader, Rand Merchant Bank Ltd, 0824658776, Johan.Botha@rmb.co.za
- Mr George Herman, Sanlam Capital Markets, 082 821 1111, GeorgeH@citadel.co.za
- Mr Tom Marx, Head of Credit, HSBC Bank, 082 493 7579, Tom@tlif.co.za
Certification
FRM
Reading, Wildlife, travelling
I have 3 most important hobbies
- Reading. I like reading novels that that are filled with suspense , strong characters. These include Allegation by RG Adams.
- WildLife. I find myself drawn to wildlife in their natural habitat, you can draw parallels in how humans live versus the wild.
- Travelling. This aspect is important to alter or enrich ones perspective in life. It gives you a well rounded life experience.
Timeline
FRM
07-2022
Senior Economist- Investment Funds
National Treasury of South Africa
12.2008 - 08.2015
Credit Analyst- Non-Bank Financial Institutions
Rand Merchant Bank Ltd
08.2006 - 10.2007
Junior Credit Portfolio Analyst
GENSEC BANK (Sanlam Capital Markets Ltd)
03.2003 - 07.2004
Mcom - Business Managment (Course Work)
University of Johannesburg
04.2001 - 04.2012
Associate of Science - Economics And Accounting
University of Fort Hare
04.2001 -
High School Diploma -
Palmerton High School
04.2001 - 04.1992
Chief Financial Officer
Egxeni Engineering CC & Ubuhle Bempisi Consulting Engineers cc
9 2015 - 12.2023
Bcom Honours - Investment Management (course Work)
University of Johannesburg
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