Professional Qualification:
South African Institute of Professional Accountants (SAIPA)
• Membership number: 25993
Chartered Institute of Management Accountants (CIMA)
• Current Level: Advanced Diploma in Management Accounting
• Contact ID: 1-L1KTU6
Education:
2010-2011 Postgraduate – B.comm Management Accounting
University of South Africa
Major: Management Accounting
Graduated: March 2012
2005-2008 Undergraduate – B.comm Management Accounting at
Stellenbosch University, Stellenbosch, South Africa.
Major: Management Accounting
Graduated: December 2008
2004 Matric Certificate with university exemption,
Garsfontein High School
Awards and Achievements:
2004 – 2001: Member of the prefect-body, Garsfontein High School
1st Team cricket captain (2004), Garsfontein High School
1st Team Hockey, Garsfontein High School
2001: National Certificate for Umpiring, South African umpires
association
1999: Member of the prefect-body, Garsfontein Primary School.
Work Experience
March – December 2003
Action cricket umpire
December 2004 – January 2005
Waiter – Cappucino’s
January, April, June – July 2007
Student Vacation Work – Northcliff VW
December 2007
Driver – Motorvia Silverton
February 2008 – November 2008
Caterer – Knights Catering
February 2009 – May 2009
Contract with Department of Home Affairs
June 2009 – December 2009
Commercial and Billing Support
January 2010 – January 2013
The Ashton (CA) SA Group
• 3 year trainee accountant.
• Worked towards my SAIPA professional qualification.
(Compeleted training in January 2013, passed the
Professional Evaluation in May 2013.)
• Auditing (Private Companies, CC’s, Partnerships, Trusts), Taxation (Companies, Individuals, Trusts), Accounting (The review and production of accounting figures), Advisory (Discussions with clients, from tax planning to system improvements and controls)
• I have a fundamental understanding of the scale of auditing, tax and accounting at a senior level.
• I am able to function on all the set tasks without supervision and can make decisions at management level.
• Some tasks that I had responsibility for :
• AUDITING :
o Determining the audit plan
o Calculating the materiality and completion of the
planning
o Determining level of Substantive / system testing
o Communicating with the client / FD directly
o Setting up the financial statements up to a level that it
can be signed off by the partner and the client
• TAXATION :
o Companies Tax planning
o Companies Tax calculation
o Submission of financial statements for the financial
year
o Calculation of Provisional Tax payments
o VAT calculation, submission, audit
o PAYE submissions, calculation and reconciliation
• ACCOUNTING
o I have a good understanding of Pastel
o Creating accounting records for clients, from bank
statements and invoices
o Year ending and backing up information for the client
o Extracting the necessary information for the audit
• ADVISORY
o Advising clients with regards to tax positions, system implementation, accounting system improvements.
February 2013 – April 2014
Barnstone Corporate Services (Pty) Ltd
• Assisting the Financial Manager of Barnstone Corporate Services (Pty) Ltd
• Ad hoc tasks
• Vat submissions, Tax returns, Provisional Returns.
• Monthly utilization reports
• Weekly cashflow calculations, 3 monthly cashflow calculations
• Monthly loan account recons and adjustments
• Monthly management accounts creation, analysis.
• I had a very hands on roll with Maxwell Technology, a subsidiary within the group.
• Major adjustments on the management accounts, advisory level and profitability schedules.
• Assisting with the decision making process.
• Inventory calculation was my creation.
• VAT returns, handling of the audit, audit queries.
May 2014 – Current
Barnstone Holdings Group
• Financial Manager of Barnstone Holdings Group
• Full Accounting function is my responsibility – Statutory, Management and Taxation Level
• Work directly with the directors, at director level.
• I am responsible for numerous companies – across a wide spectrum of business directions:
o Medical
o Advisory
o Property Development
o Private Schooling
o Business Management
o Satellite internet provision
• I have had extensive exposure to a due diligence procedure that did end in a sale of one of our entities.
• Full audit and Finance function, from statutory requirements to the management level reporting and presentation.
• I am also in the privileged position to have to apply my mind on more aspects than only pure finance.
Qualities
I am a very hard worker, self-motivated and always ready to achieve. Challenging situations are something I thrive in, with my natural leadership ability allowing me to handle various situations. One of my great qualities is the fact that I can get things done. I am reliable under all circumstances. I am a natural leader who can be part of a group as well as leading it. I am fluent in Afrikaans and English, which helps me engage with people on a personal level. I am computer literate and well skilled in Microsoft Office (Excel, PowerPoint and Word) Pastel and Caseware.
Objectives
I have completed my Unisa honours in Management Accounting and have passed my SAIPA professional exam and am a member of this professional body, I am also partly CIMA qualified – Advanced Diploma in Management Accounting. I am looking to build up key experience and valuable working knowledge. Being able to achieve in a broad field and learn from skilled people.
I have completed my articles within a SAICA (South African Institute of Chartered Accountants) firm and the knowledge and experience gained was invaluable and has left me in good stead. I have an excellent understanding of what the corporate world requires in respect of quality, accuracy and responsibility. Being well schooled in Auditing, Accounting, Management accounting and both corporate & individual tax has given me an excellent understanding of the workings of the financial and corporate governance that a firm must adhere to. I am looking for a position that affords me the opportunity to grow as both an individual and an employee.
My short term goals would be to find an opportunity that allows me to use my existing knowledge whilst gaining a new area of expertise. I am committed to completing my CIMA Strategic Level as soon as possible. My long term goals would be to find a position that allows me to produce at a high level and the best of my ability. A position that is intricate and specialized and requires the utmost attention to detail, whilst rewarding me for the responsibility and my ability and performance.
References available upon request.
