Elodi Swart

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Subsidiary: Debtline – Group Finance Manager
• Reporting staff:
- Assistant Finance Manager
- Accountant
- Data scientist
• Providing leadership, direction and management of the finance team
• Group budgeting and expense control
• Financial modelling for potential expansion projects
• Monthly management accounts with standard costing variance
analysis
• Data analysis
• Cashflow projections and management
• Board presentations
• Banking relationships
• Systems development together with developers to integrate custom
built CRM and ERP systems with our accounting package
• Control of business risks

Subsidiary: Wealth Alliance – Finance Manager
• Direct reporting staff:
- Assistant Finance Manager
- Debt collections team (4)
• Indirect reporting staff:
- Operations Manager
- Administrative coordinators (2)
- Sales staff (10)
- Programme developer

● Development and alignment of Standard Costing
● Development of first official Annual Budget
● Development of debtors CRM system, training and monitoring
process of debt collectors, working closely with the developer to design
appropriate forms and reports for utilisation.
● Development and monitoring of Cash Flow
● Banking relations
● Governance/Audit/Risk compliance
● Review and approval of statutory returns
● Review and compilation of year end audit files
● Calculate monthly and executive commission
● Review and approval of payroll
● Drive initiatives to increase profitability

• Reporting Staff:
- Policy administrators
- Financial advisor representatives
• Compliance:
- Responsible for Financial Services Board compliance
status of the organisation.
- Main liaison with the Regulator.
• Client relations:
- Product specialist: Multi-peril and Income Protection
Policy.
- High end customer consultations.
• Staff management:
- Recruiting and training on admin policy systems and
products.
• Maintenance and assistance on development of ERP system:
- Periodic maintenance intervention with group IT
consultant.
- Assisted in innovation and implementation of the IT
development plan for 2018/2019.

Direct reporting staff:
- HR Manager
- Senior Accountant
- Heads of Departments
- Storeroom Manager
- Fleet Manager

Indirect reporting staff:
- Site Supervisors
- Quality Control Officers
- Technicians
- Manual Labourers
• Performance Management – calculating attainable sales targets based
on capacity and availability of stock in the market, with daily
monitoring and enquiries to HOD’s when deviations predict an
unfavourable trend.
• Management of Internal Sales systems
• Supervision and authorisation of departmental budgets
• Addressing budgets deviations
• Daily cash flow maintenance and decision making
• Management reporting:
- Trend analysis
- Cost driver analysis
- Cash flow forecast
- Variance report
• Improving overall profitability of group by assisting with the
implementation of procedures for the consolidated cash flows,
working capital, Capex decisions, risk management, and funding.
• Preparation of management accounts for investors and financers.
• Approval of Annual Financial Statements
• Overall management of company group

Responsibilities

• Preparation and finalisation of audit files, including planning, audit
procedures and working papers
• Preparation of annual financial statements for audit clients.
• Preparation and submission of tax returns (individuals, companies and
trusts)
• Secretarial: preparation of directors’ resolutions and required
company certificates
• Full function accounting for clients on retainer including monthly
accounting, payroll, VAT, Income Tax and PAYE submissions and
reconciliations

Industries

• Manufacturing:
- Largest unlisted, manager owned shop fitting company
in SA
- Listed bed manufacturer
• Retail:
- Renowned furniture outlets
- Leading clothing chain stores
- Corporate nursery franchise
• Office automation (SA division of global brand)
• Aviation (Subsidiaries of JSE listed aviation company)
• Residential and commercial property holding companies
• Investment holding trusts
• Auditing firm (market leader)
• Agriculture (Leading animal feed importer)
• Attorneys (Business rescue)
• Vehicle auctioneers
• Medical Practices