Accountant - Cape Wire Distributors Pty Ltd
(2025-01)
- Prepare and maintain general ledger entries
- Prepare monthly and annual financial reports
- Reconcile bank accounts and financial records
- Assist in preparation of budgets and forecasts
- Monitor actual performance against budget
- Provide recommendations for financial improvement
- Oversee the preparation and submission of VAT, PAYE, and other tax returns
- Ensure compliance with SARS and other financial regulations
- Stay updated with latest tax and accounting laws
- Maintain and monitor internal financial controls
- Assist with internal and external audit processes
- Implement audit recommendations
- Support finance and operations teams with financial data
- Collaborate on financial planning and problem solving
- Assist in training or mentoring junior finance staff
- Utilise accounting software (e.g., Sage, Pastel, Xero)
- Identify opportunities to improve system processes
Audit Manager - Boshof Visser Inc
(2024-05 - 2024-12)
- Audits
- Fees
- Reviews and Agreed Upon Procedures
- Invoicing and billings and client take on procedures
- Fees and Budgets
- Financial Statement preparation and tax calculations
Audit supervisor - BDO South Africa
(2021-02 - 2024-04)
- Identifying risks and design audit procedures to address risks (client specific)
- Manage and review timelines for audit engagements
- To guide and coach the junior staff members and ensure that the working papers are in line with the audit plans and methodologies
- Reconciliation done a weekly basis- reconciling actual costs/hours to budgeted costs/hours
- Manage expectations and keep the Partner informed of matters that might affect the timeous completion of the audit or audit opinion. This includes daily progress reports
- Negotiation of fees with existing clients
- Perform audit planning
- Draft engagement letters
- Plan the necessary resources for the audit
- Prepare the minutes for the planning meeting and send to Manager for review. (Include industry knowledge and knowledge of the client being dealt with as well as any training sessions planned for the team during the course of the audit). Include in the minutes, based on the client needs and staff planned, whether overtime will be required
- Display industry specific knowledge, by keeping up to date with current market and industry conditions affecting the business as documented and/or discussed with Managers
- Audit risks to be properly identified and documented
- Ensure system descriptions have been updated, controls identified and the implementation test completed timeously
- Complete the preliminary analytical review in detail (i.e. obtain expectations before completing the PAR in order to identify exceptions when performing the preliminary analytical review)
- Audit Execution
- Monitor information received from the client against the audit requirements list to ensure that there are no delays. Maintain a tracking register with dates of samples requested and supporting documents received
- Meet with client daily to make them aware of status of all requests (brief meetings are sufficient)
- Ensure that all audit issues are maintained for discussion with Manager / Partner / client including Schedule of Audit Differences and MLPs
- Review financial statements: Section performed should be tied in to the relevant disclosure in the AFS with relevant tick marks and cross referencing
- Perform cash flow workings and tie in to financial statement
- Drafts Audit Committee documents
- Review the work of the team and ensure that quality of work is per the BDO standard before the Manager reviews. Supervise the team and guide them to complete their sections adequately
- Ensure all working paper conclusion tabs are completed and the correct conclusion have been drawn on the work performed
Materials Developer - Nelson Mandela University
(2020-03 - 2022-11)
Performed various contracts and projects (March 2020- Nov 2022).
- Building budget calculators
- Costing and budget forecasting
- Data analytics
- Research and reporting
Trainee Accountant-Senior Auditor - PKF Chartered Accountants
(2018-02 - 2020-03)
- Audit Work: Performing audit procedures, verifying financial information, and ensuring compliance with relevant standards and regulations
- Financial Statements: Preparing annual financial statements within the required frameworks
- Taxation: Calculating and preparing tax returns for clients
- Agreed upon procedures and independent reviews: Performing agreed upon procedures and independent reviews and ensuring compliance with relevant standards and regulations
- Client Interaction: Liaising with clients to gather necessary documentation and information
- Reporting: Producing client reports and finalizing audit files, including proposing audit opinions
- Ethics and Integrity: Upholding ethical standards and acting with integrity in all professional activities
- Personal Development: Managing personal performance, setting clear objectives, and planning activities to meet deadlines
Sales Representative - SA Breweries
(2017-10 - 2018-01)
- Identifying Prospective Customers: Researching and generating leads to find potential clients
- Building Relationships: Establishing and maintaining positive business relationships with new and existing customers
- Sales Presentations: Presenting, promoting, and selling products or services using solid arguments to prospective customers
- Customer Needs Analysis: Performing cost-benefit and needs analysis of existing and potential customers to meet their needs
- Negotiation: Negotiating all contracts with prospective clients and determining pricing schedules for quotes, promotions, and negotiations
- Problem Resolution: Addressing customer problems and complaints to maximize satisfaction
- Achieving Sales Targets: Meeting or exceeding sales goals and targets within the schedule
- Market Analysis: Analyzing the territory or market's potential, tracking sales, and status reports
- Collaboration: Coordinating sales efforts with team members and other departments
