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

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