DINEO BASETSANA TLOPYANE
FINANCE CLERK
Khutsong
Summary
My interest in the position of Finance clerk/assistant/adviser, with a finance Management qualification and over 2 year and 3 months experience working in an Accounting Firm and willing to start immediately should there be an available opportunity, I am confident in my ability to contribute effectively to your team.
Overview
2
2
years of professional experience
2023
2023
years of post-secondary education
2
2
Certifications
1
1
Language
Work History
Financial Advisor
Accounting And Bookkeeping Services
05.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Finance Administrator
Lerry Accounting and Bookkeeping Solutions
05.2023 - Current
- Basic knowledge of financial functions, ability to capture data and ability financial statements
- Basic knowledge of Public financial legislations, procedures and treasury regulations
- Knowledge of basic financial operating system (PERSAL, BAS, LOGIS)
- Knowledge of working procedure in term of the working environment and understanding of legislative framework governing the public service
- Computer literacy (Excel, PowerPoints, Outlook, Word), Planning and organizing, interpersonal and good verbal and written communication skills
- Confidentiality, time management and ability to work under pressure
- Render financial accounting transaction, Receive invoices, and check invoices for correctness, verification and approval
- Capturing the VAT201 and PAYE return on e-filling
- Preparing VAT201 report and calculations on excel
- Capture in obtaining require information on SARs e-filling IRP5 for clients
- Capturing the EMP201, EMP501 and the prepared financial statements make payments
- To ensure VAT201 and Annual returns are compliant
- Filling the forms and submitting them on SARs portal for appointing a new Tax representative
- Process invoices capture payments
- Perform salary administration support services, receive salary advices, process advices (check advice for correctness, capture salaries, bonuses, salary adjustments and capture all deductions
- Filling of documents and perform bookkeeping support services
- Capture all financial transactions and clear suspense accounts, recorded debtor and creditor
- Process electronic banking transaction and compile journals
- Render budget support services
- Collect information from budget holder, compare expenditure against budget and identify variances
- Capture allocate veriment on budget and capture cash payments
- Knowledge of Pastel Accounting, PERSAL, BAS, Payroll (from college) AND BATHO PELE principles
- Analytical and problem-solving skills
- I have good communication and interpersonal skills and would like to pursue a career in direction which enables me to utilize these skills
- I am ambitious and therefore don't mind working hard or taking on additional responsibilities
- Problem Solving Skills, Planning relations, Planning and organizing skills
- Simple pay, Quick-book, CIPC, Sage Accounting, Biz-portal and SARs E-filling
- Companies Act 71 of 2008 (Separate legal entity, Taxpayer registration, Personal Liability, Shareholder rights, Memorandum of incorporation, Disclosure and transparency and share transfer restrictions
Education
Grade 12 - IsiNdebele, English, Business studies, Accounting, Mathematics, Economics, Life- orientation
Hlalakahle secondary school
N4 &N5 and N6 - Financial Management
Tshwane North College
Mamelodi, South AfricaSkills
- Knowledge of Pastel Accounting
- PERSAL
- BAS
- Payroll
- BATHO PELE principles
- Analytical skills
- Problem-solving skills
- Communication skills
- Interpersonal skills
- Planning relations
- Planning and organizing skills
- Simple pay
Certification
Certificate in Sage Business Cloud Accountant Assessment
Attributes Skills And Competences
- Knowledge of Pastel Accounting, PERSAL, BAS, Payroll (from college) AND BATHO PELE principles
- Analytical and problem-solving skills
- Good communication and interpersonal skills
- Ambitious and willing to work hard or take on additional responsibilities
- Problem Solving Skills, Planning relations, Planning and organizing skills
- Simple pay, Quick-book, CIPC, Sage Accounting, Biz-portal and SARs E-filing
- Companies Act 71 of 2008 (Separate legal entity, Taxpayer registration, Personal Liability, Shareholder rights, Memorandum of incorporation, Disclosure and transparency and share transfer restrictions)
Personal Information
- ID Number: 990601 0797 081
- Health Status: Good
- Criminal Record: None
- Date of Birth: 06/01/99
- Gender: Female
- Nationality: South African
- Marital Status: Single
Disclaimer
I declare that above information mentioned is correct
Timeline
Financial Advisor
Accounting And Bookkeeping Services
05.2023 - Current
Finance Administrator
Lerry Accounting and Bookkeeping Solutions
05.2023 - Current
Grade 12 - IsiNdebele, English, Business studies, Accounting, Mathematics, Economics, Life- orientation
Hlalakahle secondary school
N4 &N5 and N6 - Financial Management
Tshwane North College
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