Francisca Jose
Accountant
Johannesburg,GP
Summary
Proven track record in enhancing credit management and financial analysis at Motus, showcasing expertise in bank reconciliation and a strong understanding of GAAP. Excelled in optimizing trade processes and investment strategies during tenure at INCLUSIVE, demonstrating exceptional analytical skills and a results-driven approach. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
1
1
year of professional experience
Work History
Credit Clerk
Motus
06.2024 - Current
- Assisted in accounts receivable, cash receipts and collections and daily deposits.
- Developed comprehensive policies and procedures for monitoring existing clients'' credit usage, minimizing potential exposure to financial loss from defaulting customers.
- Kept up-to-date on industry regulations and best practices for credit management, applying this knowledge to enhance overall effectiveness within the role.
- Maintained accurate financial records by updating client profiles with relevant information and adjustments.
- Ensured timely collection of payments through consistent follow-ups with delinquent accounts.
Asset Management Intern
INCLUSIVE
02.2024 - 05.2024
- Conducted due diligence on potential investments by analyzing financial statements, industry trends, and competitive positioning.
- Contributed to the development of investment strategies with detailed market research and analysis.
- Accepted baselined products from third parties for distribution and assisted with procurement of IT assets.
- Optimized trade execution processes by monitoring markets closely and identifying optimal entry/exit points for trades.
- Developed strong understanding of various financial instruments including equities, bonds, derivatives, currencies, and commodities through hands-on experience at asset management intern role.
Education
Postgraduate Diploma in Accounting - Accounting
Boston City Campus
Johannesburg, South Africa 04.2001 -
Bachelor of Accountancy - Accounting
Boston City Campus
Johannesburg, South Africa 04.2001 -
Skills
Bank Reconciliation
Financial statement analysis
Invoice Management
Knowledge of IFRS accounting standards
Financial Reporting
GAAP understanding
Languages
Portuguese
Intermediate (B1)
English
Advanced (C1)
Timeline
Credit Clerk
Motus
06.2024 - Current
Asset Management Intern
INCLUSIVE
02.2024 - 05.2024
Postgraduate Diploma in Accounting - Accounting
Boston City Campus
04.2001 -
Bachelor of Accountancy - Accounting
Boston City Campus
04.2001 -
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