Analysis of companies financial statements - Analyzing trends and current working environment - Preparing and analysis of financial forecasts - Consolidation of multiple entities for the consolidated information memorandum - Financial commentary - Calculation of Net tax proceeds on sale of equity and asset sale - Assistance in due diligence from by side - Identification and calculation of potential synergies - Valuations and modelling

- Portfolio Construction - Compliance - Research and analysis of respective funds - Liaison with clients - Re balancing of portfolios - Performance analysis and reporting - Client liaison - Tax planning - Analysis of current performance within portfolios - Cost analysis of funds - Performance review of funds vs respective benchmarks - Future performance projections - Analysis of equity funds - Analysis of derivative structured products - Analysis of fixed income instruments (corporate bonds) - Offshore trust formation - Offshore company formations - Forex transactions - Alternative investments analysis and performance - Corporate finance and MBO’s advice and fund raising - Business plans compilations

- Accounting - Auditing - Statutory - Tax (Personal, Corporate, VAT, Trust, Dividend) - Preparing audit budgets & staffed audit teams - Assessing engagement and control risk including testing of controls - Develop and maintain relationships with clients at middle, senior management, secretarial and director level - Participate in client service delivery by way of management reports - Strong analytic and logical skills - Knowledge of corporate legislation - Excellent communication skills in written and verbal both - Analysing financial data and preparing financial statements and accounting information and reports for senior managers and directors and proposing recommendations - Investigating and dealing with financial irregularities. - When necessary liaising with banks and other financial institutions - Acts ethically and in accordance with the rules of professional conduct - Demonstrates an ability to manage and lead - Maintains awareness of new developments, exercises initiative, communicated effectively and strives constantly to add value - Using IT as a means of working more efficiently and effectively - Assistance in, and execution of audit engagements - Preparation of tax returns (Company, Close corporations, trust and individuals) - Financial statements preparations (IFRS, IFRS for SME’S) - Preparation of accounting records from source documents - Execution of compilation engagements - Training and supervision of junior staff - Preparation of audit files - Liaison with clients

Commerce, Accounting and Finance