Nomathemba Jaclynn Mkhize

In fast-paced financial environment, developed key skills in financial analysis and credit assessment. Demonstrates capacity for data-driven decision-making and proficiency with financial software and Excel. Seeking to transition into new field, leveraging analytical and problem-solving abilities for impactful contributions.

• Investment Consultant, PSG Wealth, Currently, Give investment advice about client's specific needs and in accordance with the advice-led investment consulting framework and FAIS, Lead consultant to advisors covering responsibilities such as Governance, Ensure all client investment strategies are aligned to company’s best advice, Portfolio construction including asset allocation, application of the reference portfolio framework, asset manager selection and blending, Interpretation of performance reports, Presenting investment strategies and performance to clients, Compile comprehensive consulting reports for clients on investment-related matters, Keep advisors updated with developments in the investment market, Perform investment performance presentations, workshops, trustee training as and when required, Assist the client in assessing unlisted investment opportunities, Manage the investment part of trustee meetings, Effective verbal and written communication to internal and external parties, Ensure timeous response to client queries and requests, Ensure that standard documents, such as quarterly reports, surveys, records of advice etc, are issued timeously to clients, Co-ordinate the entire workflow process for servicing the client portfolio by managing the work of and internal and external service provider, asset managers, Retain responsibility for all FICA and FAIS documentation, Ensure deadlines are met and advisor expectations are managed
• Accounts Receivable Specialist and Credit Controller, Tiger Brands, 2022-2023, Resolving claims and data capturing, Attending client queries, Performing reconciliations and applying payments (Oracle), Establishing credit limits and evaluating the creditworthiness of customers, Develop and implement effective credit control policies and procedures to minimise credit risk and improve collection efficiency, Managing credit and receivable accounts to contribute to the organisation’s overall financial stability and profitability, Monitoring credit exposure and minimising bad debt risks at the organisation, Assisting in collecting delinquent accounts and applying strategies to encourage timely payments, Maintaining positive relationships with customers, while effectively mitigating credit risks and ensuring timely collections, Conduct regular credit reviews and reassess credit limits based on payment history and changes in creditworthiness, Coordinating with other departments such as sales, customer service and finance to handle all credit-related matters appropriately
• Bookkeeper, MLS, 2021-2022, Reconciliation of bank account, Accounts receivable and accounts payable, Budgeting and projection reports, Compiling financial statements, Invoicing
• Junior Accountant, MLS, 2021-2022, Prepared company’s financial statements, Posting journal entries, Updating financial statements, Maintaining accounts receivable and accounts payable, Paying monthly payroll, Preparing financial reports, Analysing general ledger accounts and balance sheets, Reconciling ledgers

068 2012 789, jaclynnnoma@gmail.com

• Date of Birth: 05/09/00
• Nationality: South African