Cheryl Van Vuren
Cape Town
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability and valuable interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
31
31
years of professional experience
Work History
Lead Analyst
iOCO (formerly EOH)
04.2016 - Current
- I have been assigned to Old Mutual as the Tax Business Analyst/SME on the SA Transformation Project
- This project involves the launch of new products and a new product administration system
- In this role, I produce the Tax BRD’s for South Africa and Namibia with input from subject matter experts from the business and Group Tax (Taxes included CGT, PAYE, DWT and IWT, Namibia Stamp Duty, 2Pots and the relevant submissions to SARS)
- This requires an understanding of the legislation, the new products and the business processes
- This includes modelling examples of tax calculations and scenarios
- I identified opportunities for process improvement through root cause analysis techniques
- I have tested newly installed programs and applications to validate operability against requirements and supplier IA's
Change Analyst
Curo Fund Services
05.2015 - 03.2016
- I performed an impact analysis (on the business and all systems involved) of changes logged both internally and those logged by clients
- I met with the relevant parties to discuss the impacts and obtain signoff of the documentation and approval for the implementation of the change
- I implemented the change or coordinated the implementation thereof where a large group of people was involved
- I automated or improved processes where necessary
Owner
C.A.V. Chartered Accountants
06.2012 - 04.2015
- I offered bookkeeping services, payroll services, various tax registration facilities, independent reviews, accounting officer function, preparation of annual financial statements, calculation and submission of VAT, registration of private companies, due diligence, and tax consulting services
- This included giving a written opinion to customers on how best to proceed given their present situation.
Vice-President: Operations Manager: Tax
JPMorgan
10.2010 - 04.2012
- I took over the running of the Tax Department at JPMorgan, which provided taxable income and CGT figures to all of their clients
- This involved running a team of 13 people, liaising with clients and their tax departments, ensuring the correct capturing of data (setup of financial instrument, transactions, corporate actions etc.) within JPMorgan for tax purposes, working closely with the Accounting department to ensure that income recognition entries on a yield to maturity basis were correctly processed, liaising with clients on new deals with regard to the correct tax treatment, building new systems for checking reasonability of tax calculations, ensuring ongoing automation of manual systems, reviewing of daily, weekly, monthly and annual tax calculations and submissions, where necessary, and liaising with internal and external auditors regarding the audit of the various clients' tax submissions.
Consultant/Business Analyst
Innovise Business Intelligence
11.2007 - 09.2010
- I performed an analysis of a certain Unit Trust Manco’s processes, together with an evaluation of the internal controls, and provided business and systems specifications of how they could be improved and automated
- I was involved in a large project at JPMorgan for the onboarding of a large new client
- This involved liaising with the new client's staff in Johannesburg, documenting the as-is process to be taken over, system testing the new systems at JPMorgan to ensure that trade information fed from the client would correctly update at JPMorgan and result in the correct entries in the trade, NAV, accounting and tax systems, negative testing to ensure that internal controls were sufficient to mitigate the risks of incorrect transaction data, migrating the tax data from the Y2M tax system to the Obelix tax system at JPMorgan and the promotion of the new Obelix databases to production
- (Y2M & Obelix are two systems which perform s24J and CGT calculations)
Finance Manager
Old Mutual Investment Group (Pty) Ltd
12.2006 - 10.2007
- As the Finance Manager, I was involved in producing the Annual Financial Statements for OMIGSA (Pty) Ltd, liaising with internal and external auditors regarding the completion and issue of the above, signing of creditors and debtor reconciliations prepared by staff, approving payments and co-signing cheques, maintaining and improving on internal controls within the department with the advent of the boutique structure, performing boutique allocations of income and expenses to determine the profits to be allocated to each profit center, performing the budget process at a boutique level, reporting to Corporate Accounting at Old Mutual, collating the monthly reporting of the boutiques that were registered companies to produce a consolidated view for management, and review of the monthly pack and preparation of the commentary thereon
- I also worked as a Tax Specialist/Project SME from September 2005 to November 2006 at Old Mutual Investment Group (Pty) Ltd.
Chief Financial Officer
Old Mutual Specialised Finance (Pty) Ltd
07.2004 - 08.2005
- I was responsible for the Finance, Risk Management and Compliance functions
- This entailed reviewing the monthly pack and preparation of the commentary thereon, review and authorisation of the expenses, preparation of the monthly credit exposure, review of the Finance and Risk Management reconciliations, monitoring compliance with relevant legislation, preparation of the annual business plan, completion of the annual tax return, preparation of the annual financial statements, liaison with internal and external audit, and supervision of two staff members.
Operations Specialist
Old Mutual Asset Managers South Africa (Pty) Ltd
04.2003 - 06.2004
- During the period April 2003 to June 2004, I was involved in the continued responsibility for the IRIBA project (income recognition on interest-bearing assets in terms of AC111), as project manager
- I was part of the team responsible for the take-on of new business in respect of Fairbairn Capital
- I was involved in this from a Pricing and General Ledger perspective, ensuring that the take-on was accurate and that the processes going forward adhered to company requirements, i.e
- Included all the necessary controls
- I was appointed as the Valuations Specialist to deal with various queries, sign off daily security valuations and complete a number of projects, e.g
- A full audit of all securities loaded on Hiportfolio to ensure that they are correctly valued.
Business/Application Analyst
Old Mutual Asset Managers South Africa (Pty) Ltd
04.2001 - 04.2003
- During this period, I was involved as a sub-project manager on the initial CGT project, providing input on the legislation, both from a tax and systems perspective
- I tested the CGT calculation engine available from DST and produced models illustrating and explaining the “integration” between s24J and CGT
- I provided take-on data and daily transactions from 1/10/01 to April 2003
- I created models showing the relationship between s24J and S24I, so that this could be programmed to avoid double counting
- I also provided Hiport support in respect of tax, the General Ledger, reporting, processing of capital events, setting up of securities, etc.
Management Accountant & Process Owner for the Tax team
Old Mutual Asset Managers South Africa (Pty) Ltd
09.1999 - 04.2001
- During this period, my responsibilities included reviewing the output of the Management Accounting team, calculating the income tax for both OMAM and Setsing, the development of a 5-year cash forecast for management decision making, the Business Plan process, preparing the Annual Financial Statements for OMAM, and remaining Process Owner of the Client Accounting Tax Team
- I was also involved in various projects and provided tax and accounting input in respect of securities lending, securities borrowing, short selling, etc.
Client Accountant & Process Owner for both the Valuations and Tax teams
Old Mutual Asset Managers South Africa (Pty) Ltd
11.1996 - 08.1999
- During this period, my responsibilities included the development and maintenance of a tax module on Hiportfolio, the development of a Tax Team involved in maintaining COSFIL on Hiportfolio, calculating and verifying amounts to be included in the OMLAC SA Income Tax and Retirement Tax returns, calculating the monthly OMLAC SA RSC levies and VAT, and assisting with ad hoc requests and queries pertaining to tax
- I also coordinated the activities of the Valuations Team responsible for verifying security prices, etc
- Used by Hiportfolio and manually calculating and inputting those prices which are not available from an official source
- I produced information to be used in the Annual Financial Statements of Old Mutual and was involved in various projects and requests pertaining to tax, accounting, and valuation issues.
Trainee Accountant
Deloitte and Touche
11.1993 - 10.1996
- During this period, I worked on audits of companies in various sectors, audits of municipalities, and small audits of and provision of accounting services to various organizations
- I also provided accounting services, including assisting in improving accounting systems and internal controls, maintenance of computerized accounting records, submission of VAT returns, and preparation of financial statements
- I worked on Quattro Pro, Excel, Word, Pastel Accounting, and Aplus.
Education
Business Analysis Fundamentals - Business Analysis
Faculty Training Institute (FTI)
Cape Town01-2015
Post Graduate Diploma in Tax Law - Taxation
University of Cape Town
Cape Town01-2007
CA(SA) - Accounting And Auditing
SAICA
Johannesburg03-1996
Honours B. Compt And CTA - Accounting And Auditing
UNISA
Kimberley11-1995
Skills
- Business process improvement
- Operational Reporting
- Technical Writing
- Gap analysis
- Requirements Gathering
- Consulting
- User Acceptance Testing
Telephone number
083 7996866
Computer Experience
- MSTeams
- Pastel Accounting
- Pastel Payroll
- Pastel Audit
- PastelMyBusiness
- AuditMate
- Hiportfolio
- Great Plains Dynamics
- FRX
- Omunet
- Excel
- Word
- Reuters
- Ivor Jones
- INET
- INTERLINK
- Obelix
- SQL
- Access
- SARS E-filing
- SARS Easyfile
- FTEXTEL
Personal Information
- Criminal Offences: None
- Gender: Female
- Nationality: South African
Languages
English
First Language
Afrikaans
Intermediate (B1)
B1
Timeline
Lead Analyst
iOCO (formerly EOH)
04.2016 - Current
Change Analyst
Curo Fund Services
05.2015 - 03.2016
Owner
C.A.V. Chartered Accountants
06.2012 - 04.2015
Vice-President: Operations Manager: Tax
JPMorgan
10.2010 - 04.2012
Consultant/Business Analyst
Innovise Business Intelligence
11.2007 - 09.2010
Finance Manager
Old Mutual Investment Group (Pty) Ltd
12.2006 - 10.2007
Chief Financial Officer
Old Mutual Specialised Finance (Pty) Ltd
07.2004 - 08.2005
Operations Specialist
Old Mutual Asset Managers South Africa (Pty) Ltd
04.2003 - 06.2004
Business/Application Analyst
Old Mutual Asset Managers South Africa (Pty) Ltd
04.2001 - 04.2003
Management Accountant & Process Owner for the Tax team
Old Mutual Asset Managers South Africa (Pty) Ltd
09.1999 - 04.2001
Client Accountant & Process Owner for both the Valuations and Tax teams
Old Mutual Asset Managers South Africa (Pty) Ltd
11.1996 - 08.1999
Trainee Accountant
Deloitte and Touche
11.1993 - 10.1996
Business Analysis Fundamentals - Business Analysis
Faculty Training Institute (FTI)
Post Graduate Diploma in Tax Law - Taxation
University of Cape Town
CA(SA) - Accounting And Auditing
SAICA
Honours B. Compt And CTA - Accounting And Auditing
UNISA
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