Experience

• 

  Guidepost

  • South Africa
  • Wellness and Fitness Services
  • 1 - 100 Employee

  • Finance Lead

    • Feb 2022 - Present

    Financial OperationsManagement of the Purchases cycle ensuring all supplier invoices are captured and paid timeouslyManagement of the Revenue and Customer invoicing cycle ensuring all invoices are captured and distributed correctly and funds are received timeously Debtor and creditor management cycles including adhering to payment terms, following up on any non-conformities and resolving any issues within a reasonable time frameOngoing maintenance of the fixed asset register in line with established policy and proceduresMonthly management reporting by preparing monthly reports and distributing them to managementBudget Tracking by reviewing our actual figures compared to the budgeted figures on a monthly basis and investigating any variancesAd hoc investigations on expenditureReview of primary finance processes with the view of continuous improvement

  • Senior Financial Controller

    • May 2021 - Jan 2022

    Payroll• Preparation of salary schedules & analysis of monthly payroll report• Reconciliation of salaries• Submission of monthly EMP201 returns• Completion & submission of bi-annual & annual EMP501 return including generation of IRP5 certificates manually and electronicallyAccounting / Bookkeeping• Processing from source documents to balance sheet• Reconciling sales, credit cards, cash & bank statement• Processing & reconciling debtors & creditors• Creating, updating & controlling fixed asset registers including the calculation of depreciation/amortisation • Processing month end journals• Preparation of monthly management accounts• Preparation and submission of VAT• Preparation of year end audit fileAd-Hoc• Various other administrative & ad-hoc duties

• 

  Nexia Levitt Kirson

  • South Africa
  • Accounting
  • 1 - 100 Employee

  • Senior Accountant

    • Mar 2015 - Apr 2021

    Payroll• Preparation of salary schedules & analysis of monthly payroll report• Preparation of provident fund and medical aid deduction schedules• Processing of monthly provident fund return on Liber8 & MIBCO• Reconciliation of salaries• Submission of monthly EMP201• Completion & submission of bi-annual & annual EMP501 return including generation of IRP5 certificates manually and electronicallyAccounting / Bookkeeping• Processing from source documents to balance sheet• Reconciling sales, credit cards, cash & bank statement• Processing, reconciling & following up on queries for debtors & creditors• Creating, updating & controlling fixed asset registers including the calculation of depreciation/amortisation • Managing petty cash • Processing month end journals• Preparation of monthly management reports and cash flow forecast• Preparation & variance analysis of monthly budget• Preparation and submission of VAT• Online Banking• Preparation of year end audit file• Various other administrative & ad-hoc dutiesTaxation:• Income tax registrations and de-registrations• Computation of current and deferred taxation• Completion of various taxation forms including provisional tax returns, income tax returns and accompanying schedules for individuals, trusts, companies and close corporations. • Review of assessments and objections to assessments and lodging of appeals

  • Article Clerk

    • Jan 2017 - Jan 2020

    Payroll• Preparation of salary schedules & analysis of monthly payroll report• Preparation of provident fund and medical aid deduction schedules• Processing of monthly provident fund return on Liber8 & MIBCO• Reconciliation of salaries• Submission of monthly EMP201• Completion & submission of bi-annual & annual EMP501 return including generation of IRP5 certificates manually and electronicallyAccounting / Bookkeeping• Processing from source documents to balance sheet• Reconciling sales, credit cards, cash & bank statement• Processing, reconciling & following up on queries for debtors & creditors• Creating, updating & controlling fixed asset registers including the calculation of depreciation/amortisation • Managing petty cash • Processing month end journals• Preparation of monthly management reports and cash flow forecast• Preparation & variance analysis of monthly budget• Preparation and submission of VAT• Online Banking• Preparation of year end audit file• Various other administrative & ad-hoc dutiesTaxation:• Income tax registrations and de-registrations• Computation of current and deferred taxation• Completion of various taxation forms including provisional tax returns, income tax returns and accompanying schedules for individuals, trusts, companies and close corporations. • Review of assessments and objections to assessments and lodging of appeals Auditing• Planning of audits using the risk-based audit approach involving the identifying and assessment of risks• Performing audit procedures on items in the financial statements identified at the planning stage• Evaluation of internal controls and recommendations to improve on any weaknesses• Analysis of the audit results and evaluation of audit exceptions/errors• Analysis of client’s accounting systems with the use of audit procedures • Drafting of audit reports• Preparation and analysis of financial statements

• 

  SA Canegrowers

  • Durban, KwaZulu-Natal, South Africa

  • Bookkeeper

    • Mar 2011 - Feb 2015
    • Durban, KwaZulu-Natal, South Africa

    Accounting / Bookkeeping• Processing from source documents to balance sheet• Reconciling sales, credit cards, petty cash & bank statement• Processing, reconciling & following up on queries for debtors & creditors• Creating, updating & controlling fixed asset registers including the calculation of depreciation/amortisation • Processing month end journals• Preparation of monthly management reports• Preparation of Cash Flow Forecast• Preparation & variance analysis of monthly budget• Preparation and submission of VAT• Online Banking• Preparation of year end audit filePayroll• Preparation of salary schedules & analysis of monthly payroll report• Reconciliation of salaries• Submission of monthly EMP201• Various other administrative & ad-hoc duties

• 

  PKF

  • Durban, KwaZulu-Natal, South Africa

  • Tax Administrator

    • Dec 2009 - Feb 2011
    • Durban, KwaZulu-Natal, South Africa

    • Completion of VAT, PAYE, SDL, UIF & Income tax registrations and de-registrations• Submission of tax returns for individuals & trusts via e-filing• Updating data on tax manager• Filling in, faxing & filing e-fling deletion forms to SARS• Capturing of receipts & refunds• Checking & capturing of tax engagement letters• Checking & distributing penalty assessments to various secretaries• Uploading supporting documents to SARS via e-filing• Updating various spreadsheets• Liaising with SARS telephonically & personally regarding various queries

• 

  Sanlam

  • Durban, KwaZulu-Natal, South Africa

  • Insurance & Accounts Administrator

    • Jan 2005 - Nov 2009
    • Durban, KwaZulu-Natal, South Africa

    Insurance Administration• Following up on leads• Drawing up of policy schedules• Preparing sanlam quotes• Completion, processing & following up on applications• Data capturing on Spotlight• Handling of claims and queries with sanlam and other insurance companies• Updating and maintaining of client files• Drafting of wills on Santrust & submission to head office• Administrative & ad-hoc dutiesTaxation• Registration of clients for income tax, VAT, PAYE, SDL & UIF• Obtaining tax clearances and tax directives for clients• Completion of tax computations, submission of tax returns manually & via e-filing• Checking of assessments• Lodging of objectionsBookkeeping• Processing from source documents to trial balance• Reconciliation of bank statement• Online Banking