Denise Bateman

Experienced Financial Accountant with over 25 years in the financial services industry at Old Mutual. Specialised in financial reporting, regulatory compliance, tax submissions, and business planning. Strong expertise in Oracle Financials, Hyperion, Accurate, and advanced Excel modelling. Experienced in managing teams and coaching trainees to build capability and drive performance. Proven ability to deliver financial insights, ensure compliance, and support strategic decision-making.

Financial Accountant at Old Mutual Life Assurance Company (1997-05 – Present)

• Prepare and review monthly management reports and financial statements.
• Review trial balances and ensure accuracy before financial close.
• Manage tax compliance including VAT, PAYE, and corporate income tax returns.
• Prepare regulatory reports for FSCA and board-level reporting packs.
• Oversee reconciliations and HFM submissions.
• Develop budgets, forecasts, and financial models to support planning.
• Coordinate external audits and prepare audit packs.
• Analyse financial and actuarial data to support decision-making.
• Maintain strong financial controls and governance processes.
• Manage and support team members, ensuring deliverables are met accurately and on time.
• Coach and train trainees, contributing to skills development and knowledge sharing within the team.

National Diploma in Financial Information Systems – Cape Technikon (1995)

Certificate in Taxation – UNISA