Finance Manager

• Nov 2022 - Present

Chief Financial Officer

• Dec 2021 - Present

During my time at eComplete I was part of the EXCO and Leadership team, I was responsible but not limited to the following tasks:HRMonthly PayrollSubmission of Monthly EMP201Onboarding and offboarding of staffRecruitment assistanceDisciplinaries of employeesDrafting and updating employment contractsBuilding and implementing commission structuresHR BudgetingDrafting of policies relating to me Building and implementing a staff appraisal processFinanceDaily accounting work Monthly invoicing and reconciliation of invoicesDebtors and creditors managementReporting to leadership and EXCOCash Flow ManagementFinancial onboarding and offboarding of suppliers and clientsBudgeting and forecastingInvestors reportingImplementing cost controlsLegalDrafting and finalizing of client contractsManagement of NDA’s Office ManagementEnsuring the team has effective IT equipmentRunning of the offices, such as buying groceries implementing policies Show less

Finance Manager

• Jan 2021 - Dec 2021

Audit & Portfolio Manager

• Dec 2018 - Jan 2021

When I completed my SAICA Traineeship I was offered a promotion to an audit manager.In 2019 the firm restructured and each portfolio was allocated a certain number of trainees to them which they need to manage and delegate work to. This being a new process it was our job as audit manager to implement new processes and systems to ensure client satisfaction and targets are met. I had to manage a team of 15 trainees including delegating and reviewing them work.My duties included but were not limited to:👌Communicating with clients regarding their audits👌Delegation and reviewing of work performed by team👌Assisting clients with tax queries such as SARS disputes, objections and audits👌Taxation services to companies and individuals, including income tax, PAYE, VAT, etc.👌Ensuring compliance with laws and regulations 👌Ensuring client reports applicable are submitted before deadlines due such as EAAB, Law Society and FSP👌Completion of financial reports for clients to evaluate the monthly and annual performance of their entities 👌Conducting client meetings👌Implementing and conducting training of team👌Reconciliation of accounts payable and receivables👌Assisting clients with monthly and annual budgets and forecast 👌Preparing and completing account reconciliation Show less

SAICA Article Clerk

• Jan 2015 - Dec 2018

I commenced my SAICA Trainee Learnership at C2m Chartered Accountants Inc. As an article clerk we were responsible for the annual compilation and audits of the annual financial statements.My duties included but were not limited to:👌Performing pre-engagement procedure on engagement clients👌Performing audit procedures on various line items of the annual financial statements👌Compilation of Annual Financial Statements in accordance with IFRS and IFRS for SME👌Taxation services to companies and individuals, including income tax, PAYE, VAT, etc.👌Performing various reconciliation such as VAT Recons, Bank Recons and debtor recons👌Management accounts for client requested👌Managing audit teams and assisting juniors in the field👌Conducting client meetings👌Analysis of Annual Financial Statements 👌Reconciliation of accounts payable and receivables👌Assisting clients with monthly and annual budgets and forecast 👌Preparing and completing account reconciliation Show less

Finance Clerk

• Jul 2013 - Dec 2014

I was appointed as a finance clerk and it was my responsibility to record the accounting records of a portfolio of body corporates and ensure the financial records are up to date on a monthly basis, this included sending out the debtor statements and ensuring timeously payment of debtor accounts. My duties included but were not limited to: 👌Capturing of bank statements 👌Reconciliation of debtors and creditors accounts 👌Sending out monthly debtor statement and ensuring timeously payment of debtor accounts and following up where necessary 👌Preparing for the annual audit and assisting the auditors where necessary 👌Preparing reports for the trustees of the body corporates on a monthly and annual basis 👌Resolving account queries 👌Submission of VAT Return and performing VAT Reconciliations of VAT registered commercial body corporates Show less