Bookkeeper at Houston and Associates CC (2025-08 – Present)
Temporary contract role handling bookkeeping and accounting duties.
- Preparing annual and monthly client cashbooks on Pastel Partner / Express, Sage One Cloud Accounting and Microsoft Excel
- Manual and system preparation of VAT reconciliation schedules for reporting purposes
- Preparation and submission of supporting documents for VAT reviews per SARS requests
- Liaising with SARS on various queries (Follow ups in relation to existing cases such as Turnover Tax, Refunds and Deregistration's)
- Monthly payroll processing and preparation/submission of payslips
- Preparation and submission of EMP 201
- Submission of Beneficial Ownership and Annual Returns
- Requesting company disclosures on CIPC
- Creation of 'smart' debtor/sales tracker to effectively manage inflows from multiple revenue streams for a client
- Completely eliminated manual capturing of cashbooks through 'ready reconciled' prepared and cleaned bank statement csv/ofx imports
- Large reduction of SARS query backlogs (2016 to current) by creating a 'Query Roadmap' tracker that logged every stage of the query till resolution
Bookkeeper / SAIPA Trainee Accountant at First Trust SA (Pty) Ltd (2022-05 – 2025-07)
Permanent role handling bookkeeping, VAT compliance, and accounting functions.
- Preparing annual and monthly client cashbooks on Xero, Pastel and Quickbooks
- Preparation of VAT schedules (VAT Input/ Output schedules) and submission of statutory VAT201 returns via SARS Efiling
- Manual and system preparation of VAT reconciliation schedules for reporting purposes
- Preparation and submission of supporting documents for VAT reviews per SARS requests
- Preparation and submission of objections to VAT217s
- Preparation and submission of VAT appeal
- Monthly payroll processing and submission of payslips
- Preparation and submission of EMP 201 forms
- Preparation and Submission of MIBFA
- Onsite client visits for annual client stock take analysis
- Preparation and submission of supporting documents in relation to TERS Audits
- Creation of brand new VAT schedule to streamline source document capturing and minimise errors in VAT 201 submissions
- Identified methods of capturing bank statements that also allows reconciliation of line items before being imported into the system
- Creation of exhaustive client trackers that allows overview of client portfolio at a single glance
- Key role in research and implementation of client data migration
Operational Auditor at CCI South Africa (2021-05 – 2022-05)
Permanent role focused on operational auditing and process improvement.
- Process re-engineering
- Business Architecture
- Stakeholder engagement
- Provide input to requirements understanding and gathering
- Alignment to business strategy
- Process modelling
- Facilitation
- User experience
- BPMN and EPC
- Data analytics
- Business writing
- Compliance with regulatory requirements
- Peer reviews
- Relationship building
- Measuring business areas objectives/targets
- Work with senior management to align SLA
- Extensive work with Visio and reviewing Standard Operating Procedures for business
- Lean application within business
- Time and motion studies
- Kanban
Fire Marshal at CCI South Africa (2020-04 – 2021-04)
Permanent role managing fire safety and emergency protocols.
- Understanding of emergency protocol
- Differentiating between fire origins and subsequent optimal extinguisher
- Understanding causes of fire and extinguishing methods
- Securing entry / exit points
- Screening of visitors and employees onto the premises
- Identification and removal of fire hazards
- Ensuring social distancing protocols are kept
- Provided recommendations to make existing Covid-19 protocols more robust
Business Process Analyst at CCI South Africa (2017-12 – 2020-04)
Permanent role focused on process improvement and business analysis.
- Process re-engineering
- Business Architecture
- Stakeholder engagement
- Provide input to requirements understanding and gathering
- Alignment to business strategy
- Process modelling
- Facilitation
- User experience
- BPMN and EPC
- Data analytics
- Business writing
- Compliance with regulatory requirements
- Peer reviews
- Relationship building
- Measuring business areas objectives/targets
- Work with senior management to align SLA
- Extensive work with Visio and reviewing Standard Operating Procedures for business
- Lean application within business
- Time and motion studies
- Kanban
- Successfully completed multiple process improvement projects based on Lean methodology
- Lean Six Sigma yellow belt trained
- Developed process architecture for multiple businesses
- Lead analyst that supported all Claims transformation initiatives
- Presenting in sessions on behalf of my senior manager
- Challenging mindset
- Provided a 30% reduction in operating cost for motor claims
- Assisted in drafting work-from-home process maps at the beginning of Covid-19
Claims Specialist at CCI South Africa (2014-03 – 2018-12)
Permanent role handling motor claims and related functions.
- Motor claims lodgments
- Raising payments
- Objection handling
- Liaising with Clients, suppliers and third parties
- Determining liability
- Identifying fraud
- Claims SME
- Data analysis
- MIS reporting
- Error and trend analysis
- Root cause analysis
- Top claims performer
- Self-starter of claims initiatives to help the business improve
- MIS reporting to help the business understand error trending and root cause
