Nerissa David

Senior Strategic Financial Consultant

1 recommendation

Salary / Daily rate

1 person recommend

Pretoria, South Africa

Freelance, open to permanent contract

Can come onsite

Skills

Project Management (PMO)Business DevelopmentStrategy & ConsultingCoachingCustomer CareKnowledge ManagementProduct StrategyProduct ManagementSales OpsCRMTalent AcquisitionMarketing OpsBranding StrategyGrowthSales StrategyCustomer SuccessProject OwnerMarketing StrategyUser Research

Languages

English

Recommended by

Moses M.

TanFox

Chief Executive Officer

Recommended on 18 july 2025

About me

Intro

Visionary leader with over 20 years of experience in consulting, business development, and team leadership. Adept at driving growth, fostering innovation, and building high-performing teams in dynamic environments. Proven expertise in digital transformation, project management, and client-centric solutions. Passionate about empowering talent and creating sustainable ecosystems that align with the future of work. Fluent in English and experienced in remote-first environments.

Links

Work experience

Professional Advisor to CEO

Africa RisingFreelance

Jan 2025 - Present

1 year 10 months

Remote

• Facilitated the sale of Hotel Marina for R165 million through comprehensive market analysis, feasibility studies, and investor pitch decks. • Built and sustained strong relationships with clients, investors, and stakeholders to secure funding and drive project success. • Led a decentralized team of professionals, fostering collaboration and autonomy to achieve organizational goals. Key Achievements: • Successfully closed the R165 million sale of Hotel Marina, showcasing expertise in business development and stakeholder management. • Developed strategic frameworks that empowered teams to operate autonomously while aligning with organizational objectives.

Professional Consultant

HG Global

Sep 2024 - Present

2 years 2 months

Remote

• Advised on fundraising strategies for renewable energy and humanitarian projects, leveraging investments from impact funds, VCs, and institutional investors. • Conducted workshops and training sessions for clients on foreign exchange strategies, compliance, and financial literacy. • Supported the development of acceleration programs and innovation frameworks for startups and SMEs. Key Achievements: • Secured $2.5M in funding for solar-powered irrigation systems targeting smallholder farmers in East Africa. • Delivered training sessions to over 200 participants, improving their understanding of financial tools and risk mitigation.

Director

Ebonds

Jun 2024 - Present

2 years 5 months

Oversee strategic initiatives for the development and growth of Ebonds, focusing on optimizing business operations and ensuring the efficient delivery of financial products and services. Lead key projects to drive market expansion, including identifying new opportunities for investment, and positioning the company to meet evolving market demands. Manage high-level client relationships, ensuring the delivery of tailored financial solutions that align with clients’ long-term investment strategies and goals. Work closely with executive leadership to refine and implement business strategies that support sustainable growth, operational efficiency, and customer satisfaction. Coordinate the execution of complex transactions, ensuring compliance with regulatory standards and risk management protocols. Monitor and analyze market conditions to develop recommendations for innovative financial products and investment strategies, contributing to the company’s competitive advantage in the market.

Professional Consultant

GLG

Jun 2024 - Present

2 years 5 months

Provide strategic insights to clients by leveraging GLG's extensive expert network, facilitating industry-leading research and consulting services across various sectors. Guide decision-making by connecting clients with relevant subject-matter experts, offering actionable insights through one-on-one consultations, workshops, and surveys. Assist clients in gathering qualitative and quantitative data to inform market assessments, product development, and business strategy, ensuring they remain competitive in dynamic industries. Collaborate with cross-functional teams to create customized research solutions that address client needs, whether through primary research or syndicated content. Offer valuable market intelligence on key sectors including finance, healthcare, and technology, helping clients stay ahead of trends and make informed strategic decisions. Maintain up-to-date knowledge of industry developments and GLG’s proprietary tools, delivering comprehensive reports that provide clients with essential market insights.

Absa Group

Mar 2006 - May 2024

18 years 3 months

Regional Segment Head: Private Wealth Banking

Feb 2023 - May 2024

1 year 4 months

Spearheaded the development and implementation of a comprehensive regional Private Wealth Banking strategy, driving alignment with overarching corporate objectives and ensuring sustainable growth. Collaborated with the Head of Private Wealth Banking to define and exceed ambitious financial targets, achieving a 4% balance sheet growth and 112% business performance increase. Directed a high-performing team of Area Coverage Managers and Private Wealth Bankers to deliver exceptional service and tailor-made financial solutions to high-net-worth clients. Cultivated and strengthened strategic relationships with internal stakeholders, external partners, and regulatory bodies to foster collaboration and streamline operations. Championed business growth by identifying lucrative opportunities for cross-selling, up-selling, and expanding the client portfolio within the region. Ensured rigorous compliance with regulatory standards, corporate policies, and risk management frameworks to safeguard operational integrity. Designed and executed innovative training and development programs to enhance team expertise and ensure service excellence. Conducted performance analyses against key performance indicators (KPIs), presenting actionable insights to executive leadership. Proactively mitigate risk by overseeing credit, operational, and compliance risks, aligning with the organization’s governance standards. Delivered superior client satisfaction, achieving consistently high Net Promoter Scores (NPS) across the region.

Regional Executive: Home Loans Gauteng North and KwaZulu-Natal

Sep 2015 - Dec 2023

8 years 4 months

Directed all facets of regional operations, including sales, customer service, and safety compliance, to meet and surpass corporate objectives. Conceptualized and implemented transformative new business strategies, positioning ABSA Bank as a market leader and driving substantial market share growth. Fostered a culture of excellence through continuous coaching, mentoring, and motivation of the leadership team, resulting in consistent double-digit sales growth. Developed stakeholder relationships, delivering insights at industry events and strengthening partnerships with property professionals, estate agents, and external stakeholders. Supervised a senior leadership team to ensure seamless day-to-day operations and alignment with strategic goals. Enhanced the bank's visibility by participating in high-profile community initiatives and events, solidifying its reputation as a trusted financial partner. Collaborated with internal and external stakeholders to deliver tailored solutions, driving customer acquisition, retention, and satisfaction. Utilized data-driven decision-making to optimize regional performance, achieving or exceeding sales and service targets (STPs).

Regional Manager / Area Manager / Area Head

Sep 2008 - Oct 2015

7 years 2 months

Managed operations across multiple branches, ensuring optimal performance in lending, product sales, and customer service to achieve regional business objectives. Launched and executed strategic programs, including the People Work Stream (2009), PMF Work Stream (2010), and Growth & Acquisition Work Stream (2011), enhancing operational efficiency. Designed and delivered tailored customer acquisition and retention strategies, driving deposit and loan business growth. Empowered branch managers through leadership training and operational support, enabling superior branch performance and customer satisfaction. Achieved and surpassed individual, branch, and regional sales goals by implementing robust sales management processes and referral strategies. Established ABSA Bank’s presence within the community through active participation in local events, enhancing brand recognition and business opportunities. Performed high-level supervisory functions, including personnel management and operational audits, to ensure sustained compliance and operational excellence.

Branch Manager

Oct 2008 - Oct 2010

2 years 1 month

Sales Manager

Mar 2006 - Oct 2008

2 years 8 months

Standard Bank Group

Jan 2003 - Jan 2006

3 years 1 month

New Enterprise Manager

Jan 2005 - Jan 2006

1 year 1 month

Area Sales/ Service Analyst

Jan 2003 - Jan 2005

2 years 1 month


Education

University of Cape Town

Executive MBA

2024 - 2024

1 month

University of Cape Town

Post Graduate Diploma in Systems Thinking

2017 - 2017

1 month

Moonstone Business School of Excellence

RE1 Exam

2011 - 2011

1 month

Moonstone Business School of Excellence

FAIS Exams

2007 - 2007

1 month

Institute of Bankers

Associate CAIB

2001 - 2001

1 month

Damelin

National Diploma in Advanced Marketing

2001 - 2001

1 month

Damelin

National Diploma in Marketing

1989 - 1989

1 month


Licenses & certifications

Think Tank Leadership

Issued: Nov 2023

Certified by Duke University

EmpowerHer

Issued: Apr 2023

Certified by Duke

Project Management

Issued: Jun 2020

Certified by Absa

Facilitation Skills

Issued: Feb 2006

Certified by Anton Van Der Post

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