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Katlego J. — Junior Finance Consultant from South Africa

Katlego J.

Junior Finance Consultant

South Africa No experience yet
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Languages
English
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About

Katlego J. L. is a dedicated financial professional with a comprehensive academic background in Finance from the University of Cape Town and the University of Johannesburg. With a Master of Commerce in Finance specializing in Financial Management, Katlego has a solid grasp of complex concepts like Capital Markets and Financial Instruments. His professional journey began at Old Mutual South Africa, where he supported investment activities involving Private Equity, International PE Funds, and Infrastructure Finance. Transitioning to Standard Chartered Bank, he excelled in financial modeling and regional financial planning across Sub-Saharan Africa. Following his role as a Finance Officer, Katlego joined PricewaterhouseCoopers South Africa as an Associate in the Delivering Deal Value team, contributing to M&A integrations and corporate restructurings. Currently, he serves as a Finance Intern at the Lejweleputswa District Municipality, showcasing his skill in municipal budgeting and compliance. Katlego's diversified skill set includes financial analysis, investment management, and corporate finance, making him a valuable asset in strategic financial environments.

Experience

  • Finance Intern

    Lejweleputswa District Municipality · 2023 — Present
    Compiled and developed the full municipal budget for the financial year from July 2025 to June 2026, detailing the salary budget for each employee. Created a reporting template for Unauthorised, Irregular, Fruitless and Wasteful Expenditure, marking the first accurate report in over five years to the Provincial Legislature. Assisted in resolving audit findings, ensuring compliance before processing payments, and supported colleagues with complex calculations.

  • 1L JD Candidate

    University of North Dakota · 2022 — 2023
    Completed the first semester of the core curriculum in law school and participated in the Black Students Law Association and Business Law Association. Unenrolled due to financial challenges.

  • Associate II: Delivering Deal Value (DDV)

    PricewaterhouseCoopers South Africa · 2021 — 2022
    Continued working on projects outlined under the Delivering Deal Value section.

  • Associate I: Capital Advisory and Restructuring Services (CARS)

    PricewaterhouseCoopers South Africa · 2021 — Present
    Conducted economic research pertaining to the Retail and Consumer sector for a Business Development presentation aimed at Partners. Managed the risk management process for a mining sector project.

  • Associate: Delivering Deal Value (DDV)

    PricewaterhouseCoopers South Africa · 2020 — 2020
    Developed workplans and contributed to client reports for M&A integrations in the information technology and communications sector. Created dashboards relevant to workplans and maintained RAID (Risk, Action logs, Interdependencies, and Decisions) for legal and financial corporate restructurings in the Chemicals and Industrials industry.

  • Experienced Professional Intern: Deal Strategy

    PricewaterhouseCoopers South Africa · 2019 — 2019
    Executed macroeconomic and industry-specific research for the Deal Strategy team to support a sell-side transaction in the Entertainment and Media sector.

  • Finance Officer: Africa Regional Office

    Standard Chartered Bank · 2014 — 2015
    Conducted FP&A financial modeling, aiding the Africa Regional CFO with country cost analysis, financial planning, and reporting in collaboration with CFO offices across Sub-Saharan Africa. Supported the Africa Regional Head of Corporate Real Estate Services in comparable financial tasks related to the bank’s real estate properties.

  • Finance Intern: Africa Regional Office

    Standard Chartered Bank · 2012 — 2014
    Performed similar duties to those of the Finance Officer during the internship period.

  • Winter Intern

    Rand Merchant Bank · 2012 — 2012
    Evaluated the risk associated with a major retailer's operations expansion into Nigeria by providing a credit rating, drafting a credit report, and advising on a credit facility extension based on analysis. Engaged in various simulated trading activities.

  • Contractor: Project Management – Corporate Credit

    Rand Merchant Bank · 2012 — 2012
    Reviewed corporate credit applications and assessed the readiness of the CASDM system for future applications from a corporate client in Namibia.

  • Graduate: Alternative Investments Boutique

    Old Mutual South Africa · 2011 — 2012
    Supported investment operations across several teams, including Private Equity, by valuing legacy investments, performing quarterly calculations of portfolio IRR and XIRR, and compiling quarterly LP reports. Managed and submitted annual Net Asset Values (NAVs) to the South Africa Venture Capital and Private Equity Association (SAVCA) for various investment portfolios.

Skills & Expertise

ResearchFinance and ManagementDigital MarketingAccountantProfessional ServicesAccounts ReconciliationsAccounts PayableERP Consultant

Education

  • 1L JD Candidate
    University of North Dakota · 2022 — 2023
  • Master of Commerce in Finance specializing in Financial Management
    University of Cape Town · — — 2019
  • Bachelor of Commerce with Honors in Investment Management
    University of Johannesburg · — — 2011
  • Bachelor of Commerce in Finance
    University of Johannesburg · — — 2010
  • Matric / High School Diploma
    Hoerskool Welkom Gimnasium · 2004 — 2005

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