Seasoned and fully qualified black-belt management accountant... Master of all things Xero, Excel, and Pastel... Bookkeeper extraordinaire.
My most recent credentials include chartered status with CIMA, Xero advisor certification, and completion of my SAIPA learnership.
Most of my training and experience over the past six years has been acquired in South Africa. However, as from June 2017, I am currently working for a UK-based company in a role which involves ongoing monthly accounting and bookkeeping duties as well as year-end AFS compilations, most of which is carried out on the Xero cloud system. As I still have some spare time to fill in, I have decided to give Upwork a try in the hope of finding some interesting new challenges, as well as a means of supplementing my income.
I am particularly well versed in the following areas:
• Developing bespoke solutions in Excel for data management and analysis
• Preparation of monthly management accounts and reporting on project costings and KPIs
• Introduction of new accounting and internal control procedures
• Setup, training, integration, and maintenance of new accounting software
• Routine bookkeeping duties such as invoice processing and reconciliation of bank transactions
• Budgeting and forecasting
• Designing and creating customer invoice templates
• Cash flow projections
• Debtors and creditors control functions
• Calculation, submission and reconciliation of monthly VAT, PAYE, and annual income tax returns
• Preparation of annual financial statements and working paper file compilations
Advanced proficiency in the following software and applications:
• Xero
• Xero Workpapers
• Receipt Bank
• Sage Pastel Partner 14
• MS Excel 2016
Summary of Education:
Chartered Institute of Management Accountants
2013 - 2016
Associate Chartered Management Accountant, Chartered Global Management Accountant
South African Institute of Professional Accountants
2013-2016
Completion of articles and learnership
University of South Africa
2009-2012
Bachelor of Accounting Sciences (Management Accounting)
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Work Terms
Open to negotiation.
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