Buhle Matyobeni
Midrand,GP
Summary
Detail-oriented finance professional with a BCom in Accounting and 1 year of hands-on experience in Financial Operations at PSG Wealth. Skilled in performing Bank reconciliations, analyzing financial data and identifying discrepancies with accuracy and efficiency. Proficient in Microsoft Excel, Word and PowerPoint, known for the ability to learn new systems and processes quickly. Aspiring Equity trader with a strong interest in Investment Operations, Taxation and financial markets. Committed to integrity, accountability, and delivering high-quality results in deadline-driven environments.
Overview
1
1
year of professional experience
Work History
Financial Operations Analyst (Graduate)
PSG WEALTH
01.2025 - Current
- Capturing Payments and Collections with accuracy and timely
- Capturing monthly Income Distributions (Reinvestments)
- Perform daily Bank Account Reconciliations
- Perform Transfers Bank account reconciliation
- Compile the Cash management report and investigate discrepancies
- Managing the opening and closing of Money Market Specials and PSG Flexible fund.
- Contributed to various ad hoc projects, offering data analysis and operational support.
- Executed Money Market and Equity trade instructions with accuracy and timeliness.
- Prepared and reviewed Cash High Value Reports to monitor large cash movements.
- Generated annuity reports and managed fund loading processes.
- Supported timely trade settlements and reconciliations.
- Compiled Process documents for operational duties
- Monitored cash flow movements to ensure sufficient liquidity.
- Processed payments to management companies.
- Duties and Responsibilities
Education
Bachelor of Commerce - Accounting
University of Johannesburg
11.2024
Matric - undefined
Overport Secondary School
12.2020
Skills
- High level of integrity in handling confidential financial info
- Advanced in Microsoft Excel
- Cash Management Reporting and investigations
- Ability to work independently
- Good Time management
- Knowledge of the global financial market
- Prolific with the Business Banking system
- Solid foundational knowledge of equities, fixed income, FX, derivatives, and alternative investments
- Trade lifecycle management (trade capture, confirmation and settlement)
- Prolific Communication skills
- Ability to adjust and adapt a new environment
- Known to be an Initiator
- Cross team collaborator
- Data analysis and reconciliations
- Basic knowledge on SQL and Python
Languages
English
isiZulu
Sesotho
Extra activities & Certifications
- Goldman Sachs - Excel Skills for Business Simulation
- JP Morgan Chase Investment Banking Job Simulation
- JP Morgan Chase Asset Management Job Simulation
- Foreign Exchange/Stock speculator and Trade executor. (independent)
- Currently working on up skilling in PowerBI to improve efficiency in reporting Currently broadening my knowledge on the FAIS Act by working on completing the RE5 Regulatory exam.
- Completing UiPath RPA Short course to automate emails
References
Available upon request
Timeline
Financial Operations Analyst (Graduate)
PSG WEALTH
01.2025 - Current
Matric - undefined
Overport Secondary School
Bachelor of Commerce - Accounting
University of Johannesburg