Summary
Overview
Work history
Education
Skills
Accomplishments
Certification
Timeline
Generic

Boipelo Montoedi

London,United Kingdom

Summary

Finance professional with experience in financial modelling, scenario analysis, and transaction advisory. Have supported projects including mergers, vendor due diligence, and regulatory submissions by providing practical insights to aid decision-making. Comfortable working with complex data, assessing operational risks, and identifying growth opportunities. Experienced in working with clients to turn analysis into useful strategies and support risk management.

Overview

5
5
years of professional experience
4042
4042
years of post-secondary education
1
1
Certification

Work history

Deals insights and Analytics Senior Associate

PwC-London , United Kingdom
06.2025 - Current
  • Supported lockbox transaction by identifying and quantifying revenue leakage, facilitating accurate transaction price adjustments for acquisition.
  • Delivered trading updates for recurring client by consolidating sales, operational, and KPI data into concise and insightful presentations.
  • Built a comprehensive three-statement financial model to support potential merger involving a FTSE 250 company, incorporating scenario analysis, stress testing, and assessment of debt covenants to evaluate the consolidated business under varying market conditions.
  • Developed a detailed three-statement financial model for FCA submission that included wind-down scenarios, sensitivity testing, and regulatory benchmark assessments to support compliance and risk evaluation.
  • Contributed to a sell-side Vendor Due Diligence project for a wealth management firm by analysing organic and inorganic growth trends in Assets Under Management (AUM) and sales performance, alongside concentration risk across products, to identify strategic growth opportunities and key risk exposures.

Senior Associate 2 (Audit Assistant Manager)

PwC
London, United Kingdom
01.2024 - 12.2025
  • Contributed to meeting an audit deadline 9 weeks early by ensuring appropriate staffing, planning & execution of the audit engagement.
  • Managed and led teams of up to 6 junior staff for audits in the technology and telecommunications industry.
  • Improved efficiencies in sampling methods resulting in time saving of up to 80 hours
  • Use of Power BI dashboards to visualise progression of the audit engagement & shared this progress with the client bi-weekly.
  • Assessment of key financial indicators and KPI's in order to confirm adherence with debt covenants.
  • Leading communication with senior management at the client and other lines of service.
  • Preparation and presentation of key audit findings to senior management.
  • Providing technical guidance on accounting standards and regulatory requirements with regards to the sale of a subsidiary.
  • Negotiating with clients on audit findings, resolving audit issues, and reaching consensus on audit adjustments.

Senior Assurance Associate

PwC
Johannesburg, South Africa
01.2023 - 12.2023
  • Involved in Group Reporting and Statutory reporting audits in Telecoms, media and entertainment industry
  • Working on significant risk areas such as going concern assessments , business valuations, restructuring of business units.
  • Communication with valuation and tax specialists and review of audit specialists work performed.
  • Analyzing complex financial data, assessing the impact of accounting policies, and performing advanced analytical procedures.
  • Assisted in building an Alteryx workflow that improved efficiency of testing consolidation entries across 3 audit engagements.
  • Coaching and monitoring of up to 4 junior audit staff in audit methodology and execution of work on complex accounts.

Junior Assurance Associate

PwC
Johannesburg, South Africa
01.2021 - 12.2022
  • Testing internal controls to ensure they are operating effectively.
  • Performing risk assessment procedures to identify unusual or unexpected trends.
  • Communicating findings, issues, and recommendations to senior auditors and audit managers.
  • Assisted in drafting financial statement disclosures for sustainability related risks by gaining insights into client business operations, industry practices, and financial systems

Education

Postgraduate Diploma - Accounting

University of Cape Town
Cape Town

Bachelor of Accounting Science -

University of Cape Town
Cape Town

Skills

  • Quantitative and qualitative analysis
  • Accounting
  • Financial risk assessment
  • Financial modelling & Scenario Analysis
  • Data Analysis Tools: Alteryx, Power BI, Excel (Advanced)
  • Project management
  • Stakeholder Management & Presentation Development
  • KPI Analysis
  • Transaction Advisory & Due Diligence

Accomplishments

  • Recipient of overall audit behaviours award for 2024
  • Recipient of audit quality award 2021
  • Recipient of Balance challenge award 2022

Certification

  • Registered with South African Institute of Chartered Accountants (SAICA)

Timeline

Deals insights and Analytics Senior Associate

PwC-London , United Kingdom
06.2025 - Current

Senior Associate 2 (Audit Assistant Manager)

PwC
01.2024 - 12.2025

Senior Assurance Associate

PwC
01.2023 - 12.2023

Junior Assurance Associate

PwC
01.2021 - 12.2022

Postgraduate Diploma - Accounting

University of Cape Town

Bachelor of Accounting Science -

University of Cape Town
Boipelo Montoedi