Mondli Thokozani

Accountant and Tax Consultant with over 4 years' experience managing full-function accounting for a portfolio of clients, from bookkeeping through to management accounts, balance sheet reconciliations, and annual financial statements. Proficient on cloud-based accounting systems including Xero, Sage, and QuickBooks, with a strong track record preparing VAT, PAYE, and income tax submissions and liaising directly with SARS, external auditors, and clients to meet reporting deadlines. Experienced in supporting clients with month-end reporting, payment processing, and audit queries, while mentoring junior staff and contributing to process improvements within finance teams.

Currently completing the CIMA Operational Case Study, adding a management-accounting and strategic-analysis dimension to a solid portfolio-accounting foundation.

Financial Accountant - K3 Logistics

(2025-05)

• Balance Sheet & Reconciliations: Manage the full accounting cycle including complex journal entries, accruals, and daily balance sheet reconciliations; prepare trial balances for month-end and year-end reporting.
• Audit Liaison: Primary point of contact for external auditors and the COIDA audit team — providing supporting evidence, resolving queries, and ensuring successful sign-off of annual financial statements.
• VAT & Tax Compliance: Prepare and submit monthly VAT returns and manage payroll tax reconciliations in line with SARS regulations.
• Management Reporting: Analyse freight, warehousing, and operational costs to identify variances and produce insight-driven reports for management decision-making.
• Process & Controls: Assist in developing and implementing internal control policies; oversee and streamline accounts payable/receivable processing for a high-volume operation.

Senior Accountant and Tax Consultant - Greater Heights Financial Solutions

(2024-08 - 2025-05)

• Client Portfolio Management: Managed a diverse client portfolio, preparing monthly, quarterly, and annual financial statements (IFRS/GAAP) including consolidated reports for multi-entity clients.
• Tax Advisory: Advised clients on tax planning strategies; prepared and filed VAT, PAYE, provisional, and income tax returns, ensuring full regulatory compliance.
• Client Reporting & Budgets: Assisted clients with budgets and forecasts, performed variance analysis, and delivered data-driven insight for client planning decisions.
• Mentoring: Supervised and mentored junior accounting and tax staff, conducting performance reviews and training to build a high-performing team.
• Process Improvement: Participated in implementing new financial systems and software for clients, ensuring smooth adoption and project delivery.

Accountant and Tax Consultant - Greater Heights Financial Solutions

(2022-06 - 2024-07)

• Cloud Accounting Systems: Used Sage, Xero, and QuickBooks daily to maintain accurate client records for a varied client base, from bookkeeping through to trial balance.
• Client Relationship Management: Built and managed direct client relationships, running regular meetings on financial and tax planning, acting as an ongoing finance business partner.
• Reporting & Financial Statements: Prepared Annual Financial Reports using Draftworx and monthly Management Reports using Syft Analytics, presenting results directly to clients.
• Data Analytics: Translated financial data into client-facing dashboards and business intelligence using Syft Analytics on a monthly basis.

Assistant Accountant - Brytech Holdings

(2021-02 - 2022-05)

• Bookkeeping to Trial Balance: Processed bookkeeping information to Trial Balance using Sage Pastel; assisted with Annual Financial Report preparation using Draftworx.
• Reporting & Analysis: Prepared management accounts and interpreted financial ratios to assess business performance; contributed to annual budget preparation.

Accounting Clerk - FBK Financial Services

(2020-02 - 2020-08)

• Tax Compliance: Submitted VAT, PAYE, Income Tax, and Provisional Tax returns; handled SARS enquiries on behalf of clients.
• Controls: Reviewed Annual Financial Statements for accuracy and compliance; maintained the fixed asset register and processed depreciation journals.

Administration Clerk - MCM Civil Wood Works (Pty) Ltd

(2020-01 - 2020-02)

• Process Support: Compiled quotations and invoices, updated petty cash weekly, and processed supplier invoices; compiled payroll information.

BCom - Financial Accountancy - North-West University (2019)

CIMA Professional Qualification - Operational Case Study