Babalwa Lumka Mposelwa
Midrand
Summary
Motivated Finance Assistant willing to work hard while implementing general ledger entries and maintaining data confidentiality. and well-rounded in maintaining accounting documentation.
Well-qualified financial systems leader offering demonstrated skill and success in managing internal accounting processes, improving controls and strengthening systems for optimal performance. Proficient in all aspects of accounting, including accounts payable and receivable, budget administration and payroll. Gifted in building and leading solid teams to handle high-volume operations with consistency, accuracy and full compliance with regulatory requirements.
Overview
21
21
years of professional experience
6
6
years of post-secondary education
1
1
Certification
3
3
Languages
Work History
Finance Assistant
Noordwyk Primary School
01.2022 - Current
- Managing the day to day administration of the schools financial systems, tracking the schools expenditure
- Procurement of suppliers, Ordering of goods and services
- Processing the invoices for payments
- Stock taking of the cleaning materials within the school and finding better solutions
- Processing payroll for SGB employees using Payspace software
- Preparing EMP201 and EMP501
- Going through exemption to pay school fees applications making recommendations to the SGB and processing the final decision on d6
- Maintaining learners accounts and allocating their school fees correctly and issuing statements monthly
- Managing any fundraising projects happening within the school
- Preparing minutes for the finance committee
- Updating the database for TPN and liasing with parents to make payment arrangements
- Updating different school policies after the strategic meetings of SGBs.
- Making sure that maintanance of the school happens, deal with plumbers, electrician, major projects (paving,
Global Mobility Consultant
Ernst & Young Africa
12.2018 - 12.2019
- Co-ordinate RSP (Resource Sharing Program) outbound assignments for Assurance and Advisory
- Co-ordinate GNH (Global New Horizons) in- and out-bound assignments for all Service Lines – Main point of contact for all parties involved in an individual’s assignment
- Manage individual non-program assignments of all levels operationally by providing support to the Mobility Lead
- Liaise with leadership eg re the approval of policy application, cost projections and cost allocation
- Handle, clarify or escalate operational assignment management issues (assignment set-up, policy application, exception requests, immigration, tax implications or other local implications) by applying expert knowledge/experience and/or liaising with relevant stakeholders, local internal, external specialists or local authorities
- Ensure effective cost management in cooperation with finance for the specific assignee population
- Perform related duties as assigned or requested by the Mobility Lead relating to ad hoc assignments
- Ensure efficient and swift individual assignment management within their remit considering local regulations and processes
- Manage expectations of individuals and SL Leaders in regard to the necessary process steps and the needed timeline and keep all stakeholders informed, particularly in cases of exceptions or delays
- Support business leaders and assignees in LEAD and repatriation process
- Counsel assignees on all aspects of mobility, including policy benefits, cash flow/ exchange rate impact, and personal issue resolution in line with policy benefits and provide on assignment support with the guidance of the Mobility Lead
- Arrange appropriate third-party vendor support for relocation related services
- Process invoices on Mercury, manage billing between EY offices
Global Mobility Customer Service Consultant
Coca-Cola Africa
10.2017 - 06.2018
- I serve as the one point of contact for mobility customer service delivery to cross border associates in respective region throughout the assignment lifecycle for Africa
- I am having the primary responsibility for creating customer value by providing the best possible solutions, insights and expertise for our associates and partners
- I am accountable for enhancing the associate service experience, consulting and administration of end to end services and processes
- I am expected to serve as mobility policy and technical subject matter expert
- Customer Service Consultant stewards the mobility process for assignees to ensure key milestones and timing are met while delivering customer service excellence
- I manage expectations and builds strong collaborative win-win relationships with partners to deliver key goals
- I ensure a good mobile assignee experience as a result of operational efficiency and effectiveness for delivery of Global Mobility program within a geography including all vendor delivery, payroll delivery, customer service issues and case escalations with appropriate documentation, capability, processes management and case management
- Execute based on assignment structure, employment arrangement and assignment setup
- I evaluate individual mobile employee issues that require special handling and recommend appropriate resolutions including policy exceptions
- I coordinate with Global Mobility Consulting team and Vendor partners on management of assignment data and system data integrity for all downstream processes
- Understanding of the cost of assignments, tax impacts and implications to assignee and the Company
- Negotiation, influencing, and analytical skills are key as is the ability to build and maintain relationships across all levels
Global Mobility Analyst: Global Package
Unilever South Africa
03.2017 - 10.2017
- Preparing Cost Estimates for all new assignments for different assignment types for the assignees going to different locations globally
- I ensure that the costs to tax/financial years, categories of income and timing of accruals are allocated correctly and accurately
- Understand the country specifications with regards to tax regulations and immigration requirements for each location
- International assignment system data updates / maintenance / audit
- Proactively working with Global Mobility Analysts, Reward and HR for the Co-ordination and collection of required information for the preparation of compensation statements in accordance with Reward guidelines
- Excellent understanding of personal tax issues, equity award treatment, social security and payroll compliance for cross border moves
- Preparation of any assignment documentation, contracts, extension letters, addendums applicable for international assignees
- Global Annual pay review support for compensation and payroll (running calculations and manipulating data in excel)
- Adhoc data support request work activities as requested by Global Mobility Managers for Africa, Europe, Asia, Namet Rub and Americas/Latem
- Global Package team tracker update and maintenance
Global Mobility Analyst for Asia and Africa
Unilever South Africa
08.2016 - 02.2017
- Operation management in the end to end service delivery for a high volume of host based international assignees, short term assignees, permanent transfers and short-term business visitors within their portfolio, providing a smooth and efficient service focused on landing people into their new roles as quickly as possible
- Proactively working with vendors and HRBP to ensure that the delivery of the service runs smoothly and efficiently
- Good understanding of personal tax issues, equity award treatment, immigration, social security and payroll compliance for cross border moves
- Advising assignees on Global Mobility policies, application of policies, cross border compliance issues and relocation matters
- Responsible for overall client and user satisfaction for the population of individuals within their portfolio, ensuring that the Global Mobility service delivery meets key metrics
- Responsible for ensuring that all services provided to assignees within their portfolio is efficient and transparent
- Reporting case status to responsible Senior Global Mobility Analyst
- Direct interaction with numerous international assignees of all Work levels and managing their desire for policy exceptions within the global exception management framework
- Preparing Compensation Statements, Net pay comparisons and assignee documentation
- Responsible for initiating vendor services and pro-actively following up on status of moves and services provided by 3rd party providers
- Preparing Payroll instructions for assignee moves
- Preparing Cost Estimates for all new assignment ensuring correct allocation of costs to tax/financial years, categories of income and timing of accruals
- Pro-actively identifying operational issues and suggesting process fixes
Assistant Mobility Coordinator for Africa
Ernst & Young Advisory Services (Pty) Ltd
10.2015 - 06.2016
- I am responsible for providing support to the Mobility Coordinator regarding the end to end assignment management of a specified in-/outbound population and will support wider mobility programs/initiatives appropriately
- Main point of contact for all parties involved in an individual’s assignment
- Manage individual assignments of all levels operationally by providing support to the Mobility coordinator
- Liaise with leadership e.g
- The approval of policy application, cost projections and cost allocation handle, clarify or escalate operational assignment management issues (assignment set-up, policy application, exception requests, immigration, tax implications or other local implications) by applying expert knowledge/experience and/or liaising with relevant stakeholders, local internal, external specialists or local authorities
- Ensure effective cost management in cooperation with finance for the specific assignee population
- I am the Africa coordinator for the program Assurance Global Exchange Program for Africa and also the Resource Sharing Program Assurance
Tax Administrator for Human Capital (Expatriates and Companies)
Ernst & Young Advisory Services (Pty) Ltd
07.2011 - 09.2015
- Maintaining the expatriate’s database of 3000 Individuals (the Johannesburg, Cape Town and Port Elizabeth offices and 250 companies (Johannesburg office) on eFiling and Great soft
- Making sure that the information provided is as per what is on SARS
- Training new staff member on how to do the work and why certain processes are followed
- Allocating work to different team members and checking their work to ensure that the correct processes are followed
- Monitor their individual progress and offer training where necessary (Mentoring)
- Make sure that the SARS correspondences received has been distributed to respective consultants
- Monitor that the correct provisional returns are processed and filed to SARS before the respective deadlines
- Monitor that the respective annual returns are submitted and that that the assessments are issued, checked for any errors, if there are any difference alert the consultant
- Reports and maintain that the correct data is on them
- Submitting IT14SDs and also keeping the relevant consultants updated on which ones still need to be processed and submitted
- Cleaning the databases to ensure that the ex-clients have been removed from Tax Ware and that their eFiling profile is either back with them or its deleted
- Work with the Port Elizabeth, Cape Town and Durban offices with regards to how the databases should be like; helping with the integration of the systems as we are moving towards the paperless environment and all the data has to be uniformed
- Help clients with their eFiling profiles when they are no longer our clients
- Assist with the capturing and submissions of VDP applications, EMP201’s and EMP501’s
Tax Administrator for Human Capital (Expatriates)
Ernst & Young Advisory Services (Pty) Ltd
04.2009 - 06.2011
- Maintaining expatriates tax databases of 250 clients
- Preparing the IT77 for the expatriates’ clients and submitting the forms to SARS; registering them on eFiling and loading on Tax ware
- Ensuring that their income tax accounts are always up to date
- Liaising with SARS about their Income Tax assessments, review them to ensure that they are accurate and draft assessment letters
- Processing and submission of the IRP6 for provisional taxpayers, doing check list to ensure that consultants have done of the processes in place before sending the IRP6 to the clients
- Follow up with the portfolio managers for any other queries and follow up with SARS within respect of any outstanding issues for clients
- Prepare monthly reports for Senior Manager
- Capturing Payroll entries on VIP
- Procurement of cheques on eProcurement; ensuring that the cheques are issued with 48hrs in order for the Visa, Work Permit, Study Permits are submitted to the SA Home Affairs on time
- Preparing the S11 (2) of the Immigration ACT and faxing them to the relevant Airport to ensure the client is allowed entry into the South Africa
- Assistant to the Immigration African Coordinator
Account Maintenance: PAYE and VAT
South African Revenue Services
02.2004 - 12.2005
- Checking whether payments are allocated to the correct period and at the correct reference number, if there are any discrepancies do the amendments on PAYE, SDL and UIF accounts of the different companies
- Corresponding with client about the status of their accounts after the adjustment has been dealt with
- Prepare and represent companies at the objections and appeal committee when they request penalties and interest levied on the companies PAYE account due to late payment to be waived
- Correspond with the taxpayers about the outcome of their request
- Additional duties: Acting team leader for a week compiled weekly reports and month reposts for my team
- Checking if the statistics for the team members balances and do necessary adjustments were necessary
Education
BTech - Internal Auditing
Cape Peninsula University of Technology
01.1998 - 01.2002
Matric - undefined
Ebenezer-Nyathi Senior Secondary School
01.1995 - 01.1997
Skills
Microsoft Excel
Monthly reporting
Bank reconciliation
Invoice management
Procurement and Project manager
Supply sourcing
Record Management
Personal Information
- ID Number: 801803 0397 08 1
- Date of Birth: 03/18/80
- Nationality: South African
Certification
First Aid Training
Timeline
First Aid Training
10-2024
Finance Assistant
Noordwyk Primary School
01.2022 - Current
Global Mobility Consultant
Ernst & Young Africa
12.2018 - 12.2019
Global Mobility Customer Service Consultant
Coca-Cola Africa
10.2017 - 06.2018
Global Mobility Analyst: Global Package
Unilever South Africa
03.2017 - 10.2017
Global Mobility Analyst for Asia and Africa
Unilever South Africa
08.2016 - 02.2017
Assistant Mobility Coordinator for Africa
Ernst & Young Advisory Services (Pty) Ltd
10.2015 - 06.2016
Tax Administrator for Human Capital (Expatriates and Companies)
Ernst & Young Advisory Services (Pty) Ltd
07.2011 - 09.2015
Tax Administrator for Human Capital (Expatriates)
Ernst & Young Advisory Services (Pty) Ltd
04.2009 - 06.2011
Account Maintenance: PAYE and VAT
South African Revenue Services
02.2004 - 12.2005
BTech - Internal Auditing
Cape Peninsula University of Technology
01.1998 - 01.2002
Matric - undefined
Ebenezer-Nyathi Senior Secondary School
01.1995 - 01.1997
Similar Profiles
Mr Otlile ChikaneMr Otlile Chikane
Forecourt Attendant Internship at New Africa Petroleum holdings (pty) ltd, Shell Noordwyk GarageForecourt Attendant Internship at New Africa Petroleum holdings (pty) ltd, Shell Noordwyk Garage
Ruby PalmesRuby Palmes
Student Learning Support Officer at South Strathfield Primary School & Marrickville Public Primary SchoolStudent Learning Support Officer at South Strathfield Primary School & Marrickville Public Primary School
Donnalee Daly-BestDonnalee Daly-Best
Education Assistant at Hammond Park Primary School and Yangebup Primary SchoolEducation Assistant at Hammond Park Primary School and Yangebup Primary School