Bernadette Maxwell
SENIOR PROJECT SERVICES ACCOUNTANT
Cape Town
Summary
Adept at managing budgets, invoicing and general accounting functions. Instrumental in keeping business operations fully compliant and working within budgetary guidelines.
Finance professional with comprehensive background in accounting, ready to contribute to project financial management and reporting. Reliable team collaborator with focus on achieving financial accuracy and supporting dynamic business needs through analytical problem-solving and effective communication.
Overview
30
30
years of professional experience
Work History
Senior Project Services Accountant
Deloitte Consulting
09.2024 - 08.2025
- Current duties include:
- Planning and managing resources in DayShape (Gantt charts).
- Planning and updating forecasts and actuals for resourcing, expenses, revenue, etc., in the Project Tracking Sheet.
- All PSA finance-related tasks, as per my previous role at Deloitte Consulting, include pipeline forecasting, revenue recognition, and weekly OPSCO meetings with management.
- Handled day-to-day accounting processes to drive financial accuracy within the project.
- Process monthly revenue journals in SAP to correct revenue recognition.
- Prepared a monthly reconciliation of Work in Progress, and took corrective actions on deviations.
- Processed invoices and contacted appropriate parties for timely payment receipt.
Accountant
Maxtec Pty Ltd
05.2024 - 09.2024
- Duties Included:
- Daily accounting tasks up to trial balance.
- Reason for Leaving: A preferable opportunity was taken at Deloitte Consulting as a Project Services Accountant Contractor.
Senior Project Service Accountant
Deloitte Consulting (Pty) Ltd
01.2016 - 03.2024
- Duties included:
- Daily Project Finance Support
- Pricing of projects using a pricing tool.
- Guide and manage teams on the finance process to be followed during the project, as well as accessing required platforms to ensure that policies and procedures are adhered to.
- Consolidation of all project documentation.
- Project Support: Client Billing.
- Aligned to client contract (Fixed Fee/Time and Materials)
- Perform monthly reconciliation of expenses (recoverable & professional services) (Project Reconciliation), run expenses and third-party expenses report out of SAP
- WIP Management (Work in Progress)
- WIP reconciliations from the General Ledger (Work in Progress).
- Consolidate feedback.
- Monthly check-in with Directors/Senior Manager to review project revenue, expenses, billing, risk etc.
- Process month-end revenue journals for projects to ensure correct revenue is recognised, based on revenue forecast.
- (Fixed Price-determined by percentage of completion; Time and Materials-determined by hours captured @ charge out rate).
- Meeting stringent Global Financing Timelines for processing month-end revenue (2 days).
- Monthly meetings with Directors to discuss month end Actuals vs. forecasts
- Updating actual revenue and forecasts for all service offerings and present bi-weekly meetings to check-in with Project leads/Directors to track revenue forecasts and highlight any risks/revenue misses/issues.
- Process monthly accrual journals for projects (Expense & Receivables)
- Quarterly project audits
- Processing PR requests for Project expenses and submitting for payment once PO is approved
- Submitting zero rated vat documents for approval in order to raise zero rated billing. Calculate exchange rate conversion
- Manage seconded staff salaries on project and process client billing on client billing platform
- Ad-hoc daily project requests to assign and plan resources, manage billing rates in system
- Reason for leaving: Section 189_Finance Department, Opted for VSA
Office Manager / Financial Assistant
Convista Pty Ltd
08.2007 - 12.2015
- Duties included:
- Money Management
- Managing the Company bank account and credit card accounts on a daily basis
- Reimbursement of personal expenses to employees
- Processing of daily/month-end payments, managing account balances and transferring funds where necessary
- Weekly update of Cash-flow and budgets
- Payroll administration on VIP
- Processing changes to salaries (e.g., increases, sundry expenses, back pay, commissions, medical aid increases act.)
- Processing monthly commission calculations, subsistence allowances and reimbursement of business mileage for consultants
- Assisting HR Manager with administration and payroll queries for new employee offers
- Tracking and recording of staff leave
- Exporting of data into Nedbank, ready to be checked and authorized by Directors
- Accounting and Tax
- Month-end processes – reconciliation of all travel expenses billable to clients, timesheets, and billing preparation
- Assisting Project Managers with timesheet and billing recon, project costing
- Monthly invoicing to clients and inter-companies
- Monthly expenses, bank and credit card statement reconciliations and preparation of month-end files for accountant
- Compilation of quarterly financial reports for head office in Germany (Profit and Loss, Expenses, Income)
- Assisting with annual audit, supplying required documents/spreadsheets/information to auditors
- Capture and submission of monthly EMP201 and bi-monthly VAT on SARS e-filing
- Tax Year-End and annual IRP5 certificates
- Reviewing monthly management reports from accountants
- SAP Administration
- Requesting SAP user accounts from Head Office
- Creating personnel number, Master Data, and vendor accounts for each new employee, including their billable rates, and allocating to cost centres
- Maintaining time recording system and uploading external consultants’ timesheets
- Creating new customers and cost centres
- Office Management
- Managing Office Administrator to assist with urgent tasks and ad-hoc work, month-end procedure, travel bookings and confirmations.
- Managing and negotiating with suppliers for better rates and costs to keep expenses to a minimum.
- Assisting Operations and Delivery Managers on a daily basis
- Other ad-hoc work whenever required.
- Reasons for leaving: Acquired by Deloitte Consulting Pty Ltd
Operations Manager / PA
IRJ Software cc T/A M2North
05.2000 - 07.2007
- Duties included:
- Managed call centre team, debtors’ clerks, and receptionist
- Liaised with senior management and staff, including Directors
- Prepared and compiled of monthly accounts
- Arranged payment of all staff salaries
- Managed office independently for periods during absence of Directors
- Arranged domestic & international travel schedules and accommodation
- Arranged company functions and events
- Personal Assistant to both the Managing Directors, scheduling appointments, and managing diaries and calendars
- Booked meetings and venues
- Processed creditors payments
- Managed cash-flow and weekly budget spreadsheet
- Reasons for leaving Re-located to Cape Town, July 2007
Receptionist / PA / Sales
3-J Computer Supplies cc
02.1996 - 04.2000
- Duties included:
- Assisted with setting up and maintaining day to day administration activities to ensure the smooth running of the business
- Daily tasks included answering the switchboard, taking orders, and liaising with clients
- Preparation of orders for delivery
- Ordering of stock and management of stock levels
- Dealing with graphic artist for proofs for personalized forms for
- Reasons for leaving: New career opportunity.
- Sales.
Education
Matriculated -
Dawnview High School
No Degree - Financial Management
UCT
Online 04.2001 -
No Degree - Basic Bookkeeping
Birnam Business College
JHB 04.2001 -
Skills
- Extensive:
- SharePoint management
- SAP S/4HANA finance management
- Strengths:
- Meticulous project oversight
- Strong time management abilities
- Proficient in verbal and written communication techniques
- Strong analytical skills
Budget and financial forecasting
Accurate ledger entries
Account reconciliation processes
Financial project management
Skilled in enterprise resource planning tools
Excel proficiency
Timeline
Senior Project Services Accountant
Deloitte Consulting
09.2024 - 08.2025
Accountant
Maxtec Pty Ltd
05.2024 - 09.2024
Senior Project Service Accountant
Deloitte Consulting (Pty) Ltd
01.2016 - 03.2024
Office Manager / Financial Assistant
Convista Pty Ltd
08.2007 - 12.2015
No Degree - Financial Management
UCT
04.2001 -
No Degree - Basic Bookkeeping
Birnam Business College
04.2001 -
Operations Manager / PA
IRJ Software cc T/A M2North
05.2000 - 07.2007
Receptionist / PA / Sales
3-J Computer Supplies cc
02.1996 - 04.2000
Matriculated -
Dawnview High School
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