Experience

Lombard Insurance Company Ltd

• Portfolio Manager

  • Apr 2013 - Present



Aon South Africa

• Financial Manager - Finrite

  • Apr 2008 - Mar 2013

  • Finance Management: - Developing and analyzing information to assess the current and future position of the company to enable directors to make sound business decisions.- Evaluating accounting system, accounting and collection procedures and make recommendations for change in procedures, operating systems, budgets and other financial control functions.- Monitoring and interpreting cash flows and predicting future trends • Financial Reporting / Consolidation- Responsible… • Finance Management: - Developing and analyzing information to assess the current and future position of the company to enable directors to make sound business decisions.- Evaluating accounting system, accounting and collection procedures and make recommendations for change in procedures, operating systems, budgets and other financial control functions.- Monitoring and interpreting cash flows and predicting future trends • Financial Reporting / Consolidation- Responsible for monthly Financial Managenet Reports • Budgeting, Forecasting and Controlling- Managing and ensuring the company maintains budgeted objective and recommend adjustments where necessary.• Fixed Asset Management- Ensuring that fixed assets are managed accordingly at time of acquisition and disposal.• Assist in preparation of Annual Financial Statements – Internal & External- Liaising with auditors to ensure annual monitoring is carried out and last audits management points are addressed and cleared.• Procurement- With the analysis of information identify cost saving areas.• Supervising staff and keeping abreast with changes in the financial regulations and legislations • VAT recons and monthly submissions• Financial Models – Measuring the feasibility of current and new business. Show more Show less



Siemens

• Forex Controller

  • Oct 2008 - Mar 2009

  • To reduce the foreign currency risk exposure through identification of risk• Monitoring of forward cover GAP.• To optimize Networking Capital in the department.• To assist in financial reporting and controlling in the department.• Methodical identification of risk at all stages of project life cycle.• Hedging, controlling and monitoring of forex exposure.• Controlling of Embedded Derivatives.• Quarterly SEC reporting to Treasury• Monitoring ICC… • To reduce the foreign currency risk exposure through identification of risk• Monitoring of forward cover GAP.• To optimize Networking Capital in the department.• To assist in financial reporting and controlling in the department.• Methodical identification of risk at all stages of project life cycle.• Hedging, controlling and monitoring of forex exposure.• Controlling of Embedded Derivatives.• Quarterly SEC reporting to Treasury• Monitoring ICC Payments.• SOA Controls• To ensure compliance with reserve bank regulations and Siemens Forex guidelines.• Asset Controller- Optimizing and reporting on Net Working capital to improve cash flow • Financial reporting- Monthly management reporting.- Assisting with cost centre control• Budgeting and forecasting.- Assisting management with the budgeting and forecasting process.- Entering of budget and forecast into Spirion Show more Show less



Sage Pastel Accounting

• Internal Trainer and Team Leader - Pastel Auditor

  • Jun 2005 - Sep 2008

  • Attending to pastel related queries, regarding development and defects • Training and teaching on pastel to clients and our call centre consultants.• On call duties if queries need personal attendance at clients premises to assist and train. • Monitoring quality of call centre consultants soft skills and product knowledge.• Visiting other call centres and benchmarking on training and Quality Assurance.• Training Pastel Dealers and Tertiary institutions… • Attending to pastel related queries, regarding development and defects • Training and teaching on pastel to clients and our call centre consultants.• On call duties if queries need personal attendance at clients premises to assist and train. • Monitoring quality of call centre consultants soft skills and product knowledge.• Visiting other call centres and benchmarking on training and Quality Assurance.• Training Pastel Dealers and Tertiary institutions instructors.• Modifying and Developing training courses and manuals for Accounting & product related training. Show more Show less



Banks Hain & Co CA (SA)

• Trainee Accountant

  • Dec 1999 - May 2005

  • Accounting work entails: Performing secretarial duties for certain companies, drawing up books from vouchers, bank statements, receipts etc. compiling all relevant documentation to produce a trial balance and general ledger to be submitted for audit.• Tax Consultation entails: Registering companies’ tax and other related necessities such as PAYE, SDL, UIF, and Vat etc. Advising clients’ thereon on provisional taxes to pay as well as monitoring their monthly accounts to ensure proper… • Accounting work entails: Performing secretarial duties for certain companies, drawing up books from vouchers, bank statements, receipts etc. compiling all relevant documentation to produce a trial balance and general ledger to be submitted for audit.• Tax Consultation entails: Registering companies’ tax and other related necessities such as PAYE, SDL, UIF, and Vat etc. Advising clients’ thereon on provisional taxes to pay as well as monitoring their monthly accounts to ensure proper disclosure of their monthly returns.• Audit work entails: Inspecting books and record of companies and ensuring that the results of its operations and cash flows are in accordance with GAAP (Generally Accepted Accounting Practice). Attending physical stock counts and audits and advising clients as well as checking that the company’s books are maintained properly and advising on necessary procedures to improve administration of accounts. Giving opinions and advice on companies budgeting forecast for each audit year.• General office duties: Teaching and guiding new article clerks on procedures, managing certain aspects of their work and acting as an audit senior. Show more Show less