Xero
Jonathan McCann
Accountant
Johannesburg
Summary
Detail-oriented accounting professional with over 13 years of experience in strategic planning, customer relationship management, and account reconciliation. Demonstrates strong proficiency in Xero and Microsoft Suit ensuring precision and accuracy in all financial tasks. Expertise in financial data entry and record-keeping enhances operational efficiency and supports informed decision-making. Committed to delivering high-quality results that drive organizational success and foster sustainable growth.
Overview
15
15
years of professional experience
Work History
Bookkeeper
London Shared
08.2023 - Current
- Managed the full bookkeeping function for the company
- Posted daily receipts and payments in accordance with company procedures.
- Communicated proactively with team members regarding any issues or concerns related to bookkeeping tasks.
- Prepared monthly bank reconciliations to ensure accurate representation of company's financial position.
- Reconciled and corrected issues with financial records.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Maintained and processed invoices, deposits, and money logs.
- Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
- Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.
- Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Supported year-end closing procedures by preparing adjusting journal entries as needed.
- Completed tax forms in compliance with legal regulations.
- Reduced errors in financial reporting by conducting thorough reviews and ensuring accurate data entry.
- Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
- Streamlined bookkeeping procedures to increase efficiency and productivity.
- Input financial data and produced reports using Xero.
- Matched purchase orders with invoices and recorded necessary information.
- Handled day-to-day accounting processes to drive financial accuracy.
- Optimized financial data accuracy, conducted thorough checks and balances.
- Reduced financial discrepancies by performing monthly reconciliations of bank accounts.
Accountant
Brown and Ferguson
10.2022 - 07.2023
- Oversaw and managed a portfolio of 30 clients.
- Gathered financial information, prepared documents, and closed books.
- Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
- Prepared and filed tax forms to meet needs of customers.
- Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
- Maintained accurate records of fixed assets, including acquisition costs, depreciation schedules, and current values for insurance purposes.
- Streamlined month-end closing processes, resulting in reduced time spent on financial reporting tasks.
- Enhanced team productivity and knowledge by leading regular training sessions on accounting best practices and software updates.
- Ensured accurate and timely payroll processing for all employees, maintaining employer satisfaction and compliance with labor laws.
- Provided journal entries and performed accounting on accrual basis.
- Handled day-to-day accounting processes to drive financial accuracy.
Accountant
Maverick Chartered Accountants
09.2013 - 09.2022
- Team Leader – Oversee and manage a small team of bookkeepers while managing a portfolio of 20 clients.
- Full accounting functions – bookkeeping, daily reconciliation of all bank accounts, general ledgers, debtors/creditors, capturing customer and supplier invoices
- Management Accounts – analyzing of profit and loss, balance sheet, control accounts and analyzing aged debtors and creditors accounts
- SARS returns – VAT returns, PAYE returns, provisional taxes and income tax returns
- Annual financial statements – Able to complete a set of financials from start to finish. Level of experience: Intermediate
- Consulting with clients on a day-to-day basis – provides support and assistance with procedural requirements
- Payroll – coordinating salary and wage payments
Student Work
KES tuck-shop
01.2011 - 01.2013
- Working on a Jnr Management level at KES tuck-shop.
- Coordination of staff
- Inventory and stock take control
- Dealing with suppliers and the placing and receiving of stock
- Daily cash up
Education
Business Accounting
Charted Institute of Management Accounting (CIMA)
04.2001 -
National Diploma - Accounting
University of Johannesburg
Johannesburg, South Africa 04.2001 -
High School
Fourways High School
Johannesburg, South Africa 04.2001 -
Skills
Billing and invoicing oversight
Audit compliance preparation
Accurate financial recordkeeping
Accounts receivable management
Payment reconciliation
Financial record management
Accruals management
Year-end financial reconciliation
Timely month-end reconciliation
Proficient in Xero accounting
Comprehensive accounting skills
Effective team collaboration
Excel proficiency
Work Achievements
- Implementation of an inventory management system – improvement and development of company stock procedures
- Identifying weaknesses in client's work strategies – improving client's time management in capturing of accounting data
Accomplishments
- Team award for Fourways Golf
- Team member that won the Junior Handicap League in 2005
- Captain of Juniors golf for CMR
- Represented Fourways High School for four years in golf
- Achieved Full colours for golf at Fourways High School and CMR
- Prefect in Grade 7
Software
Microsoft Suit
Dext
Hobbies
I enjoy playing sports and being outdoors. I've recently started participating in Half-Ironman's and now looking at entering the sport of ultra marathons.
References
- Dewald, Van Rooyen, Work Colleague, 082 490 9036
- Bruce, Meyer, Student work, 082 894 5195
Timeline
Bookkeeper
London Shared
08.2023 - Current
Accountant
Brown and Ferguson
10.2022 - 07.2023
Accountant
Maverick Chartered Accountants
09.2013 - 09.2022
Student Work
KES tuck-shop
01.2011 - 01.2013
Business Accounting
Charted Institute of Management Accounting (CIMA)
04.2001 -
National Diploma - Accounting
University of Johannesburg
04.2001 -
High School
Fourways High School
04.2001 -