Finance controller

I am ideally looking for a position in the Finance or Administration department. I have 15 years experience as a credit controller and completed the Credit management 1, 2 and 3 course in 2019.

• Summary/ about myself I started my career as an office Administrator manager but soon worked my way up to a debtor’s clerk • I showed my potential as a credit controller too • I showed so much growth within the finance sector that I was soon promoted to a bookkeeper and office manager at BondiBlu Marketing. • I very quickly turned my organized skills into an assistant to the Financial Manager at a JSE listed company Freedom Property Fund I worked at KXL Trading as Assistant financial manager • I see myself as a reliable, hard - working and dedicated person • I pay close attention to detail and want to be successful in what I do • I like preforming with high standards, satisfaction and achieving set goals You are more than welcome to contact all my references.

Thanks so much for taking a look at my CV. I will be honored if you look at my CV. I have been 10 years in retail banking and management. I have managed employees and customer satisfaction. Using NPS and SOS scores to wow the customer and being proactive. I have managed all stock for Absa Zone 11. Incoming and outgoing. For 6 years. Also oversee all the audit documents for 6 branches. Sending and recieving documents. Branch administration and managing filing etc I also did do filing in branch - dealing with Qoutes, PO numbers events coordinations internal and external 2ic and managing 5 years. From supervisors to management experience banking. I hope you will give me an opportunity to become an assist to your business as well as industry. I have excelled always in industries and grew business and client centricity alongside my colleagues. I worked 10 years for Absa from lowest ranks to management. I was an A Performer thats the top performers. I reacently gotten a commision Financial Advisor position where in the first year i was rated 87 in the country. Currently with wealth alliance been Sales and Operations Coordinator. We manage all events planning in Johannesburg Polokwane Capetown and Durban. Managing all aspects of events operations management travel ect. My passion is traveling and helping individuals onboard onto businesses My accelades is not my own but always consisted of a team. Yours truely Lourens Kotze 0814469998 Sales and Service CV info Objective Desirous of challenging sales position as YOUI Sales and Client Care Advisor to apply creative solutions to understand clients needs and giving exceptional service as well as advising different solutions to their needs. WA Description : I assisted with building the company from The Ground and the begining. I was requested by founder on LinkedIn to help with business. My Duties was Sales and Operations. However as my experience are vast i assisted getting procedures in place, systems, processes also stepping in as Managing teams and assisting with Co ordination between hotels ect. Moving from manual to a more digital processing with regards to both Sales as well as the operational side. Wealth Alliance is partnered with Think and Grow Rich Foundation Educating on property investments. Duties: My Duties entailed the following : Sales and Operations Coordinator (events) • Sales and Percentages Ratio Averaged Sales per event • Managing and Coordinating event. Flights speakers schedule ect • Liaise with Speakers as well as attending to all needs of keynote Speakers. • Introducing and Speaking at the events with average guest of 200 per event( events started at 3 events and were increase to over 18 events ) •Dealing with objection handling and allowing junior staff to just sell and myself dealing with the hard sales and closing students. Sales and Operations Coordinator (at office) • Converting leads, Collections, and building rapport with clients to further up - sell other services and products • Attending to clients queries and irate students • Assisting Finance Managers with Recons • Overseeing terms and conditions into accordance with CPA. Invoice books Salesforce and registered leads Sales per event both Free Seminars and Masterclass sales •Ordering stock, printing as well as catering. Second arrow Decreased office expenditures 60% by implementing needed controls on stock/supplies and standardizing ordering procedures. Organizing rates and discount for hotel bookings venue. Working with suppliers to bring cost of production of all printouts, folders workbooks and cards down based on bulk ordering. Organized accounts with Caterors so the Business could pay 30 - 60 days arrears. Third arrow Created automated daily stats report that reduced inaccuracies and provided management with an important decision - making tool utilizing Google drive docs sheets. Also assisted them to switch over to Salesforce and having an system that pulls live data to measure sales accounted for as well as possible leads that could be converted into revenue as well as up - selling mentorships (of between 90k to 250k per student) as well as free seminar (14k) per student. Sanlam Description Holding full responsibility for operational functioning, procedural enhancements, Financial planing coaching, quality management, team motivation, and administrative efficiency throughout my almost 2 year career as an Financial Advisor. Duties : My Duties entailed the following : Financial Advisor • Compiling ROA in accordance to faise and NCR, CPA regulations. Advising according to customer needs analysis. Financial planning and the four main quadrants. • Getting prospects for potential policies • Staff training and sharing best practices as being a Top Financial Advisor as a new comer. • Focusing on key products as Retirement Annuity. (long Term Planning). Investment and Short, medium and long Term Investments. Wills, trust as a form of asset protection. Income protection to secure the clients greatest asset as well as should any unforeseen circumstances happen in regards to disability death or suicide. • Track individual and group Sales Report Management.(SRM) • Hosting updated trainings on competitors and products they provide (product comparison) • Cold calling •Schedule meetings with organizations for presentations • Doing powerpoint presentations Face to Face and over Zoom. • Get branding out to boost sales as well as client awareness of the brand. • Booking and assisting teams to get potential prospects to see for possible sales as well as vetting prospect in to taking up products (high, medium or low) • Customer service •Yearly reviews •Lead prospects for up - sales provided by Sanlam(Only after 1 year of service) • Assisting Death claims, retirement payouts, product changes and any administrative changes. • Hosting and inviting top clients to Migrate to wealth side that is Glacier another company of Sanlam Absa Vermeulen Description While at Absa Vermeulen i was one of the best Hosting Customer Service Managers. I was requested by Zone 11 to educate and teach branches in close proximity. I manage to get all filing updates that was outdated 10 years at national treasury to be updated and send away to headoffice for safekeeping. Reducing cost by 40% for overtime. Creating a family type environment where employees exceed in their personal capacities as well as inspiring new comers. Duties Assisting and managing staff and frontline as well as educating and assisting customers with queries and streamlining their service experience • Increasing the SOS score and Net Promoter score by understanding the underlining needs and frustrations customers has and bringing solutions. • Digital, Atms and Product training • Sales oversight and managing SRMs • Daily weekly and monthly reports, 2ic for management and authority to sign and do approvals for management while bot present • Organizing CSI projects and raising necessary funding to bring change in community that business functioned in. • Ensuring all policies and procedures are followed as well. • Reconciliations • Staff education and presentation for surrounding business. Absa Quagga Description My Journey of employment started at Absa Group. I started my Journey with Agency Aptys at Absa Van der Hoff road. I always aspired to learn and grow from the get go. I received my permanent Position within 6 month of working with agency. I was appointed as head Teller at Quagga Centre Absa. I wanted to become multi skilled and within a few years i went from teller to Bulk - Teller, To Treasure Custodian to Teller SM(Teller Controller ) into branch Administration as well as Piloting ( sales drive within Absa Quagga Centre). Duties My Duties entailed the following : Teller SM • Daily Weekly and Monthly Balancing • Draw all relevant Listings • Managing and leading Teller sales/operations • Courier and filing mounties, nampak ect • Updating policies and Circulars TREASURY • Balancing • Managing Cashflows Limits Reserve bank indications Atms CRMs • SBV send and receive of all notes and coins • ATM’S, Tube systems, TCR(Teller Cash Recycler machines) Branch Administration • Fica Requirements KYC CPA • Daily weekly and Monthly Listings • Maintenance and Occupation Health And Safety Co ordinator for the brach and completed Fire Marshal training • Updating Asset Register • Validating Sign on Registers • Dealing with Irate Clients as well as managing all customer enquiries • Order and Managing Stationery registers via SAP • Overseeing BCM • CCP Reception and Switch Board Assistant • Assisting Reception • Have clear understanding about all Features and Benefits of products and services provided by Absa. Be able to cross sell. Know all the products • Professional service and customer experience

Finance Jobs. I am a very analytical person. My key values is Trust, Honesty and Integrity. Curriculum Vitae Personal Details Surname : Williams First Name : Jessica Address : 19 Phantom Road Rockland’s Mitchells Plain Contact Number : 078 218 0758 Email Address : wglen1819@gmail.com / Jessica.williams.JessicaWilliamsJessica - williams@outlook.com Date of Birth : 28 April 1976 Identity Number : 7604280136088 Nationality : South African Marital Status : Married Dependants : 2 Languages : English and Afrikaans (Read, Write and Speak) Drivers License : No - Learners valid until 11 March 2018 Education Highest Standard Passed : Grade 12 School Attended : Westridge Secondary Year Obtained : 1995 Grade 12 Subjects English – SG Afrikaans – HG Biology – SG History – HG Business Economics – HG Accounting – SG Tertiary Education Institution : Rand Afrikaanse University (RAU) Qualification : Certificate in Taxation Year Passed : May 2000 to May 2001 Course: This one year course is equivalent to a Taxation course done by third - year B Comm. Students. The following topics covered in the above course, General Principles of Taxation, Gross Income, Exemptions, deductions (Fringe Benefits), Taxation of individuals and companies, capital allowances, farming, etc Work Experience Full Time Name of Company: South African Revenue Services Department: Employees Tax (PAYE) division Job Category: Administration and Data Capturer Position: PAYE Registration and Data Capturing Clerk Contact Person: Terrence Totten (Manager) – 082 460 7153 Duration: July 1997 to December 1998 – Employed Temporary at the time (Permanent 1December 1998) Responsibilities: The capturing of New Registration for Employers Tax. The Capturing of IRP201’s on Data Base (now called EMP201). To Ensuring that all the Data on EMP201 has been completed accordingly. Work Experience Full Time Name of Company: South African Revenue Services Department: Employees Tax (PAYE) division Job Category: Administration Position: Reconciliation Clerk Contact Person: Terrence Totten ( Manager) – 082 460 7153 Duration: December 1998 to 30 April 2001 Responsibilities: Reconcile recons (IRP5) certificate to ensure that it balances as to what the Employer submitted on CD, Stiffie and manually. Issuing of IRP5’s to Employer’s via post, mail or over the counter. Reconciling big cases such as Clicks, Engen, etc. Work Experience Full Time Name of Company: South African Revenue Services Department: Debt Management Western Cape Job Category: Debt Management Team Member Position: Debt Management Admin and Committee Clerk Contact Person: Terrence Totten (Manager) – 082 460 7153 Duration: May 2001 to 31 March 2010 Responsibilities • Collection of Returns and Debt on all core Taxes (VAT, IT, PAYE, UIF, SDL and Company Taxes). Face to face interviews with Taxpayers. • Telephone Duty • Analyzing Audited Financial Statements • Creating Deferments on system, once the financial information has been analyzed and undue hardship has been determined. • MFD Scanning – to be done for all Third Party Exit Points • Preparing Third Party Appoints, (All Major banks (Standard bank, ABSA, Capitec, Nedbank, FNB, Investec and Mercantile Bank) • Preparing Civil Judgments, if the taxpayer has no funds in bank account, or has failed to comply to SARS request verbally and telephonically, there are timelines before this duty is performed in order to avoid taxpayer the necessary contact made. • Preparing Warrant of Execution to different Magistrates/High Courts • Issuing Letter to Sheriff to write up Immovable Assets to ascertain if the debt is recoverable or irrecoverable. Instruct the Sheriff to proceed with removable of such assets, by means of a sale of execution. • Present Compromise Offers to the Higher Committee with SARS (Section 200) • Ensure that all Key Performance Areas are adhere too Work Experience Full Time Name of Company: South African Revenue Services Department: Effectiveness Division (Quality Assurance) Job Category: Effectiveness Team Member Position: Quality Controller Debt Management Contact Person: Sharmila Chibba (Effectiveness Regional Manager Western Cape) – 021 413 8818 Duration: April 2010 to 31 March 2011 Responsibilities: • To execute quality assurance of the product (Third Party Appoints, Civil Judgments and Warrants) • Compile reports and / submissions on findings of defect (Third Party Appoints, Civil Judgments and Warrants) • Conduct quality inspections in all teams to ensure all work conducted is standard. • Ensure that all work done is according policies and procedures. • Ensure quality of work content, minimize mistakes and continuously improve quality and standard. • Develop and maintain productive working relationship with peers and to achieve faultless products. • MFD Scanning – to ensure that all Third Party Exit Points has been scanned according the Standard Operating Procedures Work Experience Full Time Name of Company: South African Revenue Services Department: Debt Management Western Cape Job Category: Debt Management Team Member Position: Debt Management Admin and Committee Clerk Contact Person: Terrence Totten (Manager) – 082 460 7153 Duration: April 2011 to 31 December 2015 Responsibilities • Collection of Returns and Debt on all core Taxes (VAT, IT, PAYE, UIF, SDL and Company Taxes). Face to face interviews with Taxpayers. • Telephone Duty • Analyzing Audited Financial Statements • Creating Deferments on system, once the financial information has been analyzed and undue hardship has been determined. • MFD Scanning – to be done for all Third Party Exit Points • Preparing Third Party Appoints, (All Major banks (Standard bank, ABSA, Capitec, Nedbank, FNB, Investec and Mercantile Bank) • Preparing Civil Judgments, if the taxpayer has no funds in bank account, or has failed to comply to SARS request verbally and telephonically, there are timelines before this duty is performed in order to avoid taxpayer the necessary contact made. • Preparing Warrant of Execution to different Magistrates/High Courts • Issuing Letter to Sheriff to write up Immovable Assets to ascertain if the debt is recoverable or irrecoverable. Instruct the Sheriff to proceed with removable of such assets, by means of a sale of execution. • Present Compromise Offers to the Higher Committee with SARS (Section 200) • Ensure that all Key Performance Areas are adhere too Company : African Tuna Traders CC Nature of the Business : Fishing Dates of employment : 04 July 2017 to 8 January2018 (Maternity Contract) Designation : Admin Assistant & Creditors Clerk & Debtors Clerk Contact Person : Deryck Rowe Roberts (Financial Manager) - 021 386 6578 Duties & Responsibilities o Capturing and posting of supplier and debtors/tax invoices and credit notes and purchase returns and debit notes onto Pastel Partner o Ensure invoices are properly authorized in accordance with levels of authority o Check and match invoices against orders database. o Sending remittance to suppliers after completion of the payment run o Accurately prepare monthly reconciliations of creditors accounts statements against age analysis. o Reconcile general ledger and creditors accounts on a monthly basis to make sure that accounts are correctly balanced. o Prepare Monthly Creditors o Cash Book Entry when requested by Management o Bank Recons when requested by Management o Bank payments when requested by Director/Financial Manager o Help Senior Bookkeeper with Payroll for fishing crew (when required) o Ad Hoc Filing o Answering of Telephone calls o Capture trucking invoices as per Deliver Notes o Assist with Petty Cash (when requested by Management) o Calculate Staff Leave o Wages for Drivers (Excel) o Telephone Duty Company : M Sedick & Associates (Accountant) Nature of the Business : Accounting & Tax Dates of employment : February 2018 (Freelance) Designation : Admin Assistant & Creditors Clerk & Debtors Clerk Contact Person : Mugied Sedick (Registered Accountant) – 083 677 2537 • Capturing Supplier Invoices for VAT 201 submissions • Analysing Financial Statements for Section 200 (Compromise cases)