Mentor for APC Candidates (SAICA 2nd Board Exams)
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Summary
Provided comprehensive guidance and support to aspiring Chartered Accountant (CA(SA)) candidates preparing for the rigorous SAICA 2nd Board Exams.
About
Chartered Accountant (CA(SA)) with 7+ years of comprehensive experience in financial reporting, regulatory compliance, tax auditing, internal controls, and strategic financial planning across public and private sectors. Adept at driving financial accuracy, optimizing processes, and delivering actionable business insights, aligning with global accounting standards. Seeking to leverage analytical rigor, operational efficiency, and strategic financial leadership to achieve organizational objectives.
Work
Housing Investment Partners (HIP)
|Accountant
Sandton, Gauteng, South Africa
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Summary
Leads financial operations and audit readiness, ensuring IFRS compliance and strategic financial management for a private investment firm.
Highlights
Successfully managed and cleared two years (2022 & 2023) of audit backlogs by acting as primary liaison with external auditors, ensuring timely completion of statutory audits.
Directs monthly, quarterly, and annual financial close activities, including reconciliations, journal entries, and variance analysis, to ensure IFRS-compliant management reporting.
Develops and maintains detailed budgets, cash flow forecasts, and dynamic financial models, enhancing operational and strategic decision-making processes.
Spearheads comprehensive tax compliance (VAT, CIT, PAYE, SDL, UIF), ensuring timely submissions and audit readiness for successful external audits.
Implements process improvements in inventory management, participating in monthly stock reconciliations and variance reporting to optimize working capital.
South Africa Revenue Services (SARS)
|Auditor: Estates
Alberton, Gauteng, South Africa
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Summary
Conducted tax audits and provided taxpayer assistance, ensuring compliance with tax laws and regulations for the South Africa Revenue Services.
Highlights
Ensured tax compliance through meticulous auditing, upholding adherence to national tax laws and regulations.
Provided expert guidance to taxpayers on complex tax-related questions, enhancing client satisfaction and compliance.
Analyzed and reconciled financial records, identifying discrepancies and recommending corrective actions to strengthen financial controls.
Examined and evaluated filed tax returns, ensuring accuracy and timely submission while managing strict deadlines.
Auditor General of South Africa
|Audit Senior
Bloemfontein, Free State, South Africa
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Summary
Directed external audits for government entities, implemented process improvements, and mentored junior auditors at the Auditor General of South Africa.
Highlights
Implemented process improvements that significantly increased audit efficiency across engagements.
Led and executed external audits for government entities, ensuring stringent compliance with PFMA and regulatory requirements.
Mentored and developed junior auditors, significantly enhancing team performance and professional growth.
Collaborated with key stakeholders to resolve audit findings, leading to timely resolutions and enhanced financial controls.
Auditor General of South Africa
|Trainee Auditor
Bloemfontein, Free State, South Africa
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Summary
Performed financial statement reviews, documented internal controls, and coordinated with cross-functional teams to support audit processes at the Auditor General of South Africa.
Highlights
Executed detailed reconciliations and financial statement reviews, ensuring accurate portfolio valuations and financial statement preparation.
Documented system flowcharts to assess internal controls' operational effectiveness, contributing to identified process improvement initiatives.
Coordinated with cross-functional teams to gather and analyze financial and operational data, demonstrating strong collaboration.
Education
University of South Africa
Pretoria, Gauteng, South Africa
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Postgraduate Diploma (CTA)
Applied Accounting Sciences
University of the Free State
Bloemfontein, Free State, South Africa
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B.Com Honours
Accounting
University of the Free State
Bloemfontein, Free State, South Africa
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Baccalaureus
Accounting
Sozama Secondary School
Middelburg, Mpumalanga, South Africa
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Matric (Grade 12)
General Studies
Languages
English
Certificates
Chartered Accountant South Africa CA(SA)
Issued By
SAICA
Accounting for Funds: Private Equity
Issued By
Udemy
Mastering IFRS 17: Comprehensive Guide to Insurance Contract
Issued By
Udemy
Assessment of Professional Competence (APC)
Issued By
SAICA
Initial Test of Competence (ITC)
Issued By
SAICA
Skills
Financial Management
IFRS Compliance, Regulatory Compliance, Financial Analysis, Budgeting & Forecasting, Financial Reporting, MS Excel Proficiency, Expected Credit Losses (ECLs), Inventory Management, Working Capital Optimization, Financial Modeling, Strategic Planning.
Audit & Compliance
Tax Auditing, Internal Controls, Risk Assessment, Process Optimization, Audit Process Management, Tax Compliance (VAT, CIT, PAYE, SDL, UIF), PFMA Compliance.
Leadership & Development
Team Leadership, Mentorship, Professional Development, Cross-functional Collaboration, Stakeholder Management.
Analytical & Problem Solving
Variance Analysis, Financial Record Reconciliation, Discrepancy Identification, Corrective Actions, Decision-Making, Problem-Solving.
Communication & Interpersonal
Interpersonal Communication, Client Management, Teamwork, Collaboration.
Organizational & Efficiency
Time Management, Organizational Skills, Process Improvement, Deadline Adherence, Prioritization.
Projects
Tax Tutor for TAX3761
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Summary
Tutored and mentored students in advanced taxation concepts, bridging gaps between theory and practical application.