Xero
Bulelwa Lugongolo
Finance Clerk
Summary
Expert financial accounting record keeper with reputation for effectively coordinating influx of large sums of money, and categorizing transactions for prompt access. Solution-oriented troubleshooter with reputation as go-to person for resolving issues with disbursements, invoice inquiries and discrepancies in revenue reports. Precise manager of financial records for up to 25 employees and coordinating complex personal earnings records on individual basis. Determined individual with attention to detail and well-trained in keeping meticulous financial records. Desiring a Finance Assistant position in the finance industry. Motivated Finance Assistant willing to work hard while implementing general ledger entries and maintaining data confidentiality. Proficient in Xero and Pastel and well-rounded in maintaining accounting documentation. Meticulous Finance clerk with advanced accounting, mathematical and software experience. Successful at keeping accounts current and accurate for compliant financial recordkeeping. Well-organized, diligent and focused professional. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
6
6
years of professional experience
5
5
years of post-secondary education
1
1
Certification
3
3
Languages
Work History
Finance Clerk - Promotion
Numolux Group
Pretoria
03.2022 - Current
- Followed best practices for managing large quantities of personal financial information, fostering data security and integrity.
- Simplified data and earnings information for finance director.
- Maintained and supported effective records management in both hardcopy and digital formats.
- Prepared logical and accessible reports to support financial forecasting.
- Prepared inter-departmental correspondence, technical memos and reports.
- Documented financial data, files and records for contracted vendors.
- Drafted and uploaded concise journal entries into accounting software systems.
- Managed and documented 10 individual customer transactions simultaneously.
- Supported payroll management systems and employee payment on weekly schedule.
- Drafted invoices totaling R 2 Million in monthly company transactions.
- Organized and reported on financial information to document payment histories and assist with sound financial accounting.
- Input financial data and produced reports using Xero.
- Observed strict confidentiality rules to maintain data integrity and protect clients.
- Entered financial data into company accounting system with stringent adherence to data security protocols
- Processed daily financial transactions in support of finance team objectives.
- Resolved discrepancies in financial data to increase accuracy and reduce potential backlogs.
- Helped reconcile bank statements and accounts and maintain accuracy and current records.
- Maintained accurate records of financial transactions in alignment with regulatory requirements.
Finance Intern
Numolux Group
Pretoria
08.2021 - 02.2022
- Drafted reports on stock and bond health for periodic client communications.
- Aided constructive forecasting by assisting with financial model development.
- Identified potential cost savings through focused financial analysis.
- Implemented system for tracking payments on projects and contracts.
- Researched accounting issues and proposed solutions to avoid repeat occurrences.
- Maintained accurate, up-to-date financial spreadsheets and databases for reliable reference.
- Supported organizational account management duties under direct supervision.
- Prepared and posted financial journal entries using technically relevant software.
- Tracked financial transactions to update balance sheets with accurate, current information.
- Delivered guidance on financial regulations and requirements.
- Reviewed statements with staff accountants to inform corporate and individual financial planning.
- Tracked budget forecasts and monitored budget performance.
- Monitored current economic trends and adjusted financial strategies accordingly.
- Developed and maintained database of financial records for clients.
Accounts Clerk
The Kwa Zulu Natal Society for the blind
Durban
04.2018 - 12.2020
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Compiled budget figures by reviewing past budgets, evaluating estimated income, and assessing expenses.
- Entered figures using 10-key calculator to compute data quickly.
- Organized budget documentation and tracked expenses to maintain tight business controls.
- Set up and updated Excel spreadsheets to track financial data.
- Reported financial data and updated financial records in ledgers and journals.
- Applied mathematical abilities to calculate and check figures in accounting systems.
- Assessed data and information to verify entry, calculation, and billing code accuracy.
- Input financial data and produced reports using pastel sage.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
- Stayed on top of applicable federal and state requirements to minimize legal and financial risks.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- Transferred data and documents to facilitate system migration and software updates.
- Assisted management with annual expense plans to strategically track income or revenue.
- Coordinated office supply ordering to avail materials for streamlined operations.
- Coordinated with external auditors to resolve discrepancies.
- Verified items billed against items ordered and reconciled differences through follow-up with vendor.
- Checked general ledger entries to increase accuracy, prevent significant errors and identify adjustments.
Internship Student
One on one community based Centre
Johannesburg
03.2017 - 02.2018
- Communicated effectively with faculty and staff and accepted critiques and suggestions for areas of improvement.
- Reported back to instructor to receive day-to-day tasks and responsibilities.
- Provided clerical support, addressing routine, and special requirements.
- Delivered clerical support by handling range of routine and special requirements.
- Interacted with customers by phone, email, or in-person to provide information.
- Answered and transferred incoming telephone calls, taking messages for various staff members.
- Sorted, organized, and maintained files.
- Developed and maintained relationships with key internal stakeholders.
- Explored new technologies and approaches to streamline processes.
Education
Diploma in Accountancy - Accounting And Finance
University of Johannesburg
Johannesburg,South African 02.2011 - 11.2015
Skills
Sales promotion
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Resolved product issue through consumer testing.
- Documented and resolved issue in the system which led to having Audited financial statements.
- Collaborated with team of ten in the development of BEE certificate and ISO.
Software
Pastel
Certification
Certified Finance clerk, Numolux Group 18 months
Timeline
Finance Clerk - Promotion
Numolux Group
03.2022 - Current
Finance Intern
Numolux Group
08.2021 - 02.2022
Accounts Clerk
The Kwa Zulu Natal Society for the blind
04.2018 - 12.2020
Internship Student
One on one community based Centre
03.2017 - 02.2018
Diploma in Accountancy - Accounting And Finance
University of Johannesburg
02.2011 - 11.2015
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