JULIAN PRINSLOO

*** ******* ****** *******, ******* M6G 2Z1 Phone: 416-***-**** Email: acx8ri@r.postjobfree.com

FINANCIAL ANALYST

Goal-oriented Financial and Pension Analyst with 10+ years of success in the financial services industry complemented by

a Bachelor of Commerce in Corporate Finance. Forward and analytical thinker brings a track record of working with large

volumes of financial data to enhance investment strategies and portfolio performance, and proficiency in interpreting

current and changing legislation. Financial expert and leader excels in coaching staff members and working closely with

senior management, clients, and stakeholders to evaluate risks while overseeing banking services, cash management, and

financial consulting within fast-paced environments. Fluent in English and Afrikaans, and highly skilled in Microsoft

Office (Word, Excel, PowerPoint etc.) and in-house accounting software.

AREAS OF EXPERTISE

Aggregating & Analysing Data Client Advice & Consulting

Outstanding Risk Assessment Project & Crisis Management

Financial & Investment Instruments Negotiation & Communication

Legislation & Regulatory Compliance Research, Analysis & Financial Reporting

Portfolio Management & Performance Pension Administration

Investments & Global Capital Markets Staff Training, Management & Leadership

Group Benefits Decision-Making & Process Improvements

Variance Analyses Investment Analyses

CAREER DEVELOPMENT

SPECIALIST ANALYST 07/2012 06/2015

SENIOR FINANCIAL ANALYST 12/2008 06/2012

FINANCIAL ANALYST 08/2005 11/2008

Financial Services Board (FSB), Financial Analysis & Investment Republic of South Africa

Brought on as a Financial Analyst with this pension funds regulator and later promoted to senior-level positions in

financial analysis, investment, and consulting.

Analyzed the audited financial statements of Defined Benefit (DB), Defined Contribution (DC) and Hybrid pension

funds, compiled in accordance with IFRS, while supporting liquidation processes and compiling the registrar of

pension funds and friendly societies annual reports in accordance with GAAP.

Established strong working relationships with clients, stakeholders, and senior officials in the financial services

industry and liaised with LISPS, external companies, and multi-management groups to resolve investment

management issues and provide financial advice and education.

Demonstrated strong, analytical leadership to execute complex department decisions within organizational

guidelines and appoint dedicated auditors, principal officers, and pension fund liquidators.

Collaborated with management to handle complex cases and challenges while consistently recommending

improvements to existing systems and procedures.

Performed as a Team Leader to complete a range of financial projects, including internal audits, financial ratio

analysis, Monte Carlo simulation modelling, financial forecasting, and annual and quarterly reporting.

Key Accomplishments:

Selected as a member of a key taskforce regulating $234B in pension fund assets and monitored analysts

performance to ensure the utmost compliance with financial requirements and regulations.

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JULIAN PRINSLOO

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CAREER DEVELOPMENT CONTINUED

SPECIALIST ANALYST SENIOR FINANCIAL ANALYST with Financial Services Board (FSB)

Introduced new financial ratios to effectively predict areas of concern and consistently assessed regulatory issues

within the pension fund industry.

Supported Investment Managers and Benefit Administrators in supervising client portfolios with respect to

legislation and regulations, and conducted on-site visits to various non-compliant funds and administrators.

Evaluated financial statements with a value of more than $1B in assets, blending financial, legal, and actuarial

perspectives to compose comprehensive, insightful analyses.

Served as an FSB representative during client meetings, as well as a Training Coordinator for the Pensions

Department and member of the FSB Training Committee to train, coach, and motivate Financial and Junior

Financial Analysts.

Successfully trained foreign analysts of member regulatory bodies of the International Organisation of Pension

Supervisors (IOPS) in the effective financial and regulatory analyses of pension funds.

BUSINESS BANKER 01/2005 07/2005

ABSA Business (Barclays Group) Sandton, South Africa

Promoted to a Business Banker position to steer financial and business arrangements. Employed solid knowledge of

financial services, products, and systems to prepare detailed analyses, cash flow projections, and financial

documentation.

Key Accomplishments:

Mitigated financial risks by assessing financial statements while determining financial credit and lending potential

in accordance with the Credit Risk Management Model and Credit Policies.

Served as the Portfolio Manager, aggregating and analysing financial data, calculating ratios, creating financial

models, and working closely with clients to guide business decisions and meet key goals.

Streamlined financing, capital fundraising, and business strategies, employing exceptional consulting and

negotiation skills to support new business owners.

SALES & MARKETING CONSULTANT 07/2004 12/2004

ABSA Bank (Barclays Group) Sandton, South Africa

Recruited with this leading financial services provider to advise clients on personal and business banking as well as loan,

credit, wealth, and investment management.

Key Accomplishments:

Interfaced with clients to identify needs and cross-sell core products, including part-bonds and credit cards while

conducting credit scoring for personal and home loans.

EDUCATION & PROFESSIONAL DEVELOPMENT

Bachelor of Commerce, Corporate Finance (Canadian Equivalency: Bachelor of Commerce)

Bond University, School of Business Queensland, Australia

New Managers Program University of Witwatersrand, Business School Johannesburg, South Africa

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