Willem Roos

Financial Analyst at Jubilee Metals Group PLC
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Contact Information
Location
Johannesburg Metropolitan Area, ZA
Languages
  • English Full professional proficiency

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Experience

    • Mining
    • 1 - 100 Employee
    • Financial Analyst
      • Apr 2021 - Present
    • South Africa
    • 1 - 100 Employee
    • Projects Financial Manage
      • May 2015 - Jan 2022

      • Assisting in preparation of the monthly Management Accounts and providing relevant analysis.• Assisting in preparation of Balance Sheet reconciliations and ensuring accuracy.• Work capital management.• Analysing and report revenue and costs variations.• Analysing departmental costs.• Assisting in preparing statutory accounts and with the audit process.• Providing support for forecasting, budgeting and business planning processes.• Handling accruals and prepayments.• Manage debtors and collection targets.• Analysis of overheads.• Supporting the finance team with various month end tasks. • Completing the year end audit.• Managing site petty cash and reimbursement and review reconciliations.• Initial cost saving opportunities.• Supervision of 6 project accounting staff members.• Review and sign credit applications.Achievements includes:Reduced debtors' book by ZAR 200 million by collecting long overdue amounts;Development and implemented internal costing system to charge equipment to projectsIncreased Project profitability on a major project from 8% to 14% by implementing various cost saving measures. Show less

    • Commercial Manager
      • Aug 2015 - May 2018

      • Assisting in preparation of the monthly Management Accounts and providing relevant analysis.• Assisting in preparation of Balance Sheet reconciliations and ensuring accuracy.• Work capital management.• Analysing and report revenue and costs variations.• Analysing departmental costs.• Assisting in preparing statutory accounts and with the audit process.• Providing support for forecasting, budgeting and business planning processes.• Handling accruals and prepayments.• Manage debtors and collection targets.• Analysis of overheads.• Supporting the finance team with various month end tasks. • Completing the year end audit.• Managing site petty cash and reimbursement and review reconciliations.• Initial cost saving opportunities.• Supervision of 6 project accounting staff members.• Review and sign credit applications.Achievements includes:Reduced debtors' book by ZAR 200 million by collecting long overdue amounts;Development and implemented internal costing system to charge equipment to projectsIncreased Project profitability on a major project from 8% to 14% by implementing various cost saving measures. Show less

    • Project Accountant
      • Aug 2010 - Jul 2015

      The responsibility of a Project Accountant begins at the analysis of commercial conditions during the tender process, cost analysis during project execution and tracking of Business Unit performance. Responsibilities included:1. Tenders – Conco tenders on local and international contracts for the installation of power infrastructure. The Project Accountant functions included:a. Review the contractual terms of the tender document, identify commercial risks and submit mitigating proposals to commercial department for review. b. Financial Review the financial information required for tender submissions and apply for tender guarantees and letters of intent.c. Propose the commercial structure of the tender submission and submit to the commercial department for review.2. Projects – Project Engineers are responsible for the execution of projects with values ranging from R 2 million to R 200 million over periods of up to 3 years. The Project Accountant provides support to the Project team. The Project Accountant functions included:a. Identify and provide insight into draft contract agreement with the assistance of legal, commercial and insurance departments;b. Provide input into the planning of costs and monitoring the financial performance of projects. Assist in developing money saving initiatives with the project team.c. Financial Accounting including, Budgets, Debtors, Creditors Petty Cash and Project close out.3. Equipment Stores – Conco has a central equipment store that rent equipment and plant out to projects. The Project Accountant functions included:a. Financial Performance of Equipment Store to ensure it is profitable;b. Procurement of Capital Equipment; Show less

    • Project Manager
      • Mar 2007 - Jul 2010

      Bamboo Rock is a young mining company that specializes in Project Development. Involved in analysing projects, to see if they are feasible to pursue (both financially and legally), present the findings to the Board and once a Project gets the go ahead, approach financial institutions to obtain finance. Project included, Coal Trading; Fleet Management solutions; Gold, Copper and Zinc Mining operations; and Chrome Concentrator plant. Bamboo Rock is a young mining company that specializes in Project Development. Involved in analysing projects, to see if they are feasible to pursue (both financially and legally), present the findings to the Board and once a Project gets the go ahead, approach financial institutions to obtain finance. Project included, Coal Trading; Fleet Management solutions; Gold, Copper and Zinc Mining operations; and Chrome Concentrator plant.

    • Banking
    • 700 & Above Employee
    • Customer Service Liaison
      • May 2006 - Mar 2007

      Description of Duties: Started as a Customer Liaison Officer at the Colchester High Street branch; greeted customers entering the bank and directed them to the appropriate person. Moved the branch waiting score from 55% - 70% in a month and half; Moved to the Ipswich Tavern Street branch, started moving into a Customer Service Officer role, which includes basic balance enquiries to complicated customer complaints and queries.  During the student campaign in charge of opening student accounts, which included: a. Opening accounts b. Assisting the branch in hitting the target through cross sales (e.g. credit cards and student loan referrals); The last few months stood in for the Customer Service Coordinator. Show less

Education

  • The Chartered Institute of Management Accountants
    CIMA Advanced Diploma in Management Accounting, None
    2012 - 2020
  • University of Pretoria/Universiteit van Pretoria
    BSc. Honours Degree in Mathematics of Finance, Mathematics of Finance
    2014 - 2014
  • University of Pretoria/Universiteit van Pretoria
    Bachelor of Applied Science - BASc, Financial Mathematics
    2000 - 2003
  • John Vorster Technical High School
    Matric, A
    1995 - 1999

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