At FNB, I support Life Insurance, Short-Term Insurance and FRISCOL through liquidity management, regulatory reporting, and balance-sheet performance analysis. I produce monthly and quarterly reports that help senior management understand the businesses’ financial positions and performance.
I lead a project to optimise minimum bank balances, analysing historical banking data to identify operating cash levels and opportunities to invest excess cash while maintaining liquidity. I also develop liquidity forecasts and calculate weekly Guaranteed Growth Plan pricing rates.
At FNB, I led the migration of legacy Excel reports into automated Power BI dashboards and calculate the quarterly Liquidity Shortfall Indicator. I prepare the monthly Prudential Authority Liquidity Template for submission to the South African Reserve Bank.
At Alexforbes, I analysed pension and retirement funds, including monthly valuations and fund solvency reporting. Earlier, at Andile Solutions, I worked on Calypso system analysis and financial risk modelling, including IFRS 9 expected credit loss calculations.

