Experience

GrowthHouse Financial Planning Services
• South Africa
• Financial Services
• 1 - 100 Employee
• Chief Financial Officer

  • Sep 2021 - Present


Self Employed

• Real Estate
• 1 - 100 Employee

• Finance Consultant

  • Jun 2020 - Aug 2021

  Assisting various companies and individuals with their accounting and tax requirements Assisting various companies and individuals with their accounting and tax requirements



Genesis Capital (Pty) Ltd

• Investment Banking

• Group Financial Manager

  • Aug 2002 - May 2020

  Overseeing of five staff members reporting through to me 􀁸􀀃 Administration of monthly account processes, and management of internal controls 􀁸􀀃 Preparation of monthly management accounts 􀁸􀀃 Management of daily and monthly cash flows 􀁸􀀃 Generation of daily spreadsheet reflecting company bank balances as well as in and outflows to and from the bank 􀁸􀀃 Signatory processes conducted daily and monthly for creditors as well as releasing of payments 􀁸􀀃 Management of foreign payments 􀁸􀀃 Drawing up and presenting of Annual Budgets 􀁸􀀃 Monthly balancing of inter-company loan accounts, and calculations for interest on loans 􀁸􀀃 Maintain monthly Fixed Asset Registers, and calculation of depreciation 􀁸􀀃 Managing and submission of monthly Statutory Returns, including VAT, PAYE, SDL and Securities Transfer Tax to SARS 􀁸􀀃 Calculations and submissions of Provisional Tax Returns to SARS 􀁸􀀃 Submissions of Annual Workmen’s Compensation Returns 􀁸􀀃 Writing of monthly Capital Adequacy Reports for submission to the JSE 􀁸􀀃 Monthly Liquidity and Solvency calculations for the Financial Services Board 􀁸􀀃 Management of group Management Fees 􀁸􀀃 Conducting of Audit processes including Files and of Annual Audits First Three Years Duties: 􀁸􀀃 Cash Book: Allocating entries & posting to general ledger accounts 􀁸􀀃 Bank Reconciliation’s 􀁸􀀃 Monthly Journals, i.e. Commission Received/Paid, Payroll, 􀁸􀀃 Depreciation, Management Fees, Provisions, Accruals 􀁸􀀃 Calculations and tracking of commission for brokers 􀁸􀀃 Accounts Payable - Monthly Creditors Reconciliation’s 􀁸􀀃 Accounts Receivable - Monthly Debtors Reconciliation’s 􀁸􀀃 Monthly Vat Reconciliation’s 􀁸􀀃 Petty Cash Reconciliation’s 􀁸􀀃 Process monthly salaries and preparation of IRP5’s, IT3a’s IRP 5 Reconciliation’s 􀁸􀀃 Lead Management 􀁸􀀃 Database Management (Utilizing Spotlight) for the group Show less



Rosside Press (Pty) Ltd

• General Accountant

  • Sep 2001 - Jul 2002

  Preparation of accounts on Pastel for three companies in the group, i.e. 􀁸􀀃 Cash Books: Allocating entries & posting to general ledger accounts 􀁸􀀃 Bank Reconciliation’s 􀁸􀀃 Dealing with the processes of Trial Balance, Income Statement, Balance Sheet 􀁸􀀃 Salaries & Wages Cash Book, Bank Reconciliation’s and Monthly Journals 􀁸􀀃 Writing of Monthly Journals for Accruals & Provisions 􀁸􀀃 Writing of Inter-Company Journals and balancing Inter- Company loan accounts Show less



Magnum Global Funds SA Ltd

• Group Financial Controller

  • May 1999 - Aug 2001

  Preparation of accounts on pastel for the holding company and two operating companies, i.e. 􀁸􀀃 Cash Book: Allocating entries and posting to general ledger accounts 􀁸􀀃 Managing of Bank Reconciliation’s 􀁸􀀃 Salaries Cash Book & Bank Reconciliation’s 􀁸􀀃 Trial Balance, Income Statement, Balance Sheet 􀁸􀀃 Generating and processing of Debtors Invoices 􀁸􀀃 Writing of Monthly Journals for Petty Cash, Accruals, Provisions, Salaries, Depreciation, Directors Expenses, Commission Earned & Paid, Inter-Company Expenses 􀁸􀀃 Balance and process Cash Book & Bank Reconciliation’s for offshore bank account In addition, I handled the following responsibilities: 􀁸􀀃 Banking processes 􀁸􀀃 Accounts Receivable and Payable 􀁸􀀃 Making all cash and account payments 􀁸􀀃 Reconcile and process Petty Cash 􀁸􀀃 Investment of company funds 􀁸􀀃 Balancing of Inter-Company loan accounts 􀁸􀀃 Preparation of expense schedules for directors 􀁸􀀃 Manage Provisional/Income tax returns for the company and directors 􀁸􀀃 Process Monthly salaries & commission payments and preparation of IRP5’s, IT3a’s & IRP 5 reconciliation’s 􀁸􀀃 Calculations & preparing Statutory Returns for: PAYE, VAT, UIF, RSC Levy, Skills Development Levy, 􀁸􀀃 Managing of Workmen’s Compensation 􀁸􀀃 Liaising with brokers in connection with Group Life Insurance, Provident Fund & Medical Aid on behalf of staff 􀁸􀀃 Liaising with broker in connection with all company insurance related matters 􀁸􀀃 Maintain Fixed Asset register 􀁸􀀃 Preparation of audit files at year end 􀁸􀀃 Maintain all staff personal records 􀁸􀀃 Liaising with relevant suppliers regarding company contracts relating to the Fax Machine, Photocopier, Office Cleaning, Cell Phones, Premicell and Office Plants 􀁸􀀃 Liaising with contractors regarding network problems & taking of network backups 􀁸􀀃 Comply with rules & regulations of the JSE e.g. Maintain Share Register Show less



Afrox Limited

• United Kingdom
• Hospitals and Health Care

• Tax Consultant

  • Nov 1998 - Apr 1999

  Preparation and completion of income tax returns for all companies in the group 􀁸􀀃 Calculation of Fixed Asset additions and disposals 􀁸􀀃 Detailed expense schedules for tax returns 􀁸􀀃 Provisional tax calculations 􀁸􀀃 Income tax & VAT consulting 􀁸􀀃 General income tax and VAT administration 􀁸􀀃 Reviewing of Income Tax Assessments Preparation and completion of income tax returns for all companies in the group 􀁸􀀃 Calculation of Fixed Asset additions and disposals 􀁸􀀃 Detailed expense schedules for tax returns 􀁸􀀃 Provisional tax calculations 􀁸􀀃 Income tax & VAT consulting 􀁸􀀃 General income tax and VAT administration 􀁸􀀃 Reviewing of Income Tax Assessments


B Rubinstein and Company
• General Accountant

  • Jul 1998 - Oct 1998

Anderson Rochussen Crisp Inc Chartered Accountants
• Tax Administrator

  • May 1997 - Jun 1998

South African Revenue Service (SARS)
• South Africa
• Government Administration
• 700 & Above Employee
• Senior Vat Auditor

  • Feb 1991 - Apr 1997