Summary
Overview
Work History
Education
Skills
Personal Information
Certification
Current Areas Of Experience
Interests
Accomplishments
Software
Timeline
Hi, I’m

Kaelin Korb

Finance & Advisory Manager
Meredale
Kaelin Korb

Summary

A hardworking determined, collaborative leader partners with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings, accurate and detail-oriented accountant with 6 years working experience (5 years in Financial Accounting with 1 year financial advisory). Comprehensive background in analyzing and preparing financial records as well as providing support and recommendations to fellow managers and executives in the accounting and finance space. Proven ability to plan and implement effective accounting procedures. Currently looking for a position as an accountant within an ambitious company. In possession of a BCom Finance Degree (University of Johannesburg) with a keen interest in pursuing ATT, AAT & CIMA.


Overview

12
years of professional experience
5
Certifications
2
Languages

Work History

Nimble Accounting Ltd/CFO360 UK LTD

Finance & Advisory Manager / Technical & Training Officer
02.2024 - Current

Job overview

  • Management of a team of accountants with varying portfolios
  • Reviewal of client accounts, Annual Accounts, Tax returns and personal returns
  • Internal advisor to associated teams within the division
  • Training new and current staff on various topics within our field of work
  • Overseeing creation and follow through of time specific deadlines
  • Creation of training schedules
  • Assisting juniors in creating their own training
  • Bookkeeping
  • Preparing and reviewing clients accounts for wide range of small UK based businesses including company's own accounts
  • Production of monthly and quarterly management accounts for each client with analysis on current financial position of the company, while advising on items such as potential tax returns and liabilities, dividends and future growth of the business
  • Preparing, reviewing, and submitting annual accounts (AFS) and Corporation Tax Return to HMRC and Companies House (UK Tax and Company authorities)
  • Preparing, reviewing, and submitting personal income tax reports to HRMC
  • Preparing, reviewing, and submitting P11Ds (report on benefits received by directors during the tax year as well as taxes due on such benefits) on behalf of company directors
  • Running payroll for directors and employees for all companies
  • Managing a portfolio consisting of between 20 to 55 clients
  • Creditors control
  • Debtors control
  • Bank reconciliations
  • Registering clients for VAT
  • Assisting clients with import and export duties
  • Prepared and submitted VAT returns on behalf of clients
  • Managing and processing payroll
  • General ad hoc: emails, assisting team members and various other teams as necessary, switch board relief
  • Financial reporting
  • Compiling annual financial statements
  • Responding to queries from client and directors
  • Assist in the training and coaching of junior trainees
  • Managing the team when supervisor was unavailable
  • This included delegation of task, managing timelines and reassessing, where necessary, to ensure each client was seen to and all work was completed to the highest standard, in a timeous manner
  • Provided beneficial support to managers and client executives on finance-related issues identified during review process and provided recommendations
  • Pro-actively participated in team meetings with the Board of Directors, and performed other duties as required
  • Preparation and maintenance of fixed asset registers where required
  • Issued new shares, reclassed shares, subdivision of shares and sale/disposal of shares on behalf of directors
  • Minute taking
  • Independent reviews for micro businesses (SCPs)
  • Training and continuous development of new staff/juniors (including onboarding of new clients)
  • Achievements: Constant high standard of bookkeeping and production accounts for clients
  • Training and continuous development of new & current staff
  • Maintaining a large portfolio of client while ensuring high quality work and continuous customer satisfaction
  • Creation of new processes to create a smoother and simpler workflow within the group
  • Upkeep of current information to ensure data used as reference points is always up to date and in line with current affairs and budget runs within the UK

Young Minds Learning Academy

Owner and Tutor
07.2016 - Current

Job overview

  • Tutoring to all students ensuring highest level of support
  • Ensured every student under my care passed their subjects
  • Tailoring lessons to specific student needs
  • Preparing students for exams and additional tests
  • Achievements: Taking on underperforming students and taking them to passing all subjects

Real Promotions

Jnr Accountant
04.2023 - 02.2024

Job overview

  • Bookkeeping for all companies
  • Invoicing to UK customers
  • Preparation and submission of UK Annual Accounts and Corporation Tax returns
  • Acquisition of necessary software to final Annual Accounts and Corporation Tax returns
  • Working within the finance team to complete the relevant tasks for each company
  • Calculation and issuing of intercompany invoicing
  • Maintenance & upkeep of more than 5 different companies
  • Preparing Trial Balances
  • Reviewing Trial Balances against Auditor Reports
  • Analysis and review of financial statements to advise on potential pathways for the business
  • Costing and reconciliation of agent commissions and advances
  • Implementation of new methods in calculations and workflow to ensure work is completed timeously and accurately
  • Submission of VAT, PAYE & Provisional Tax returns
  • Preparation and issuing of customer invoices
  • Creditors reconciliations
  • Debtors reconciliations
  • Bank & Petty cash reconciliations
  • Filing
  • General admin and adhoc
  • Communication via email, telephone and online meetings with the CEO and other management as well as cliental on both the supplier and customer end of the business
  • Achievements: Constant high standard of bookkeeping and production accounts for all companies
  • Completion of tasks that had stood out for months prior to me joining, within a matter of weeks

Nimble Accounting Ltd/CFO360 UK LTD

Accountant
10.2020 - 04.2023

Job overview

  • Bookkeeping
  • Preparing and reviewing clients accounts for wide range of small UK based businesses including company's own accounts
  • Production of monthly and quarterly management accounts for each client with analysis on current financial position of the company, while advising on items such as potential tax returns and liabilities, dividends and future growth of the business
  • Preparing, reviewing, and submitting annual accounts (AFS) and Corporation Tax Return to HMRC and Companies House (UK Tax and Company authorities)
  • Preparing, reviewing, and submitting personal income tax reports to HRMC
  • Preparing, reviewing, and submitting P11Ds (report on benefits received by directors during the tax year as well as taxes due on such benefits) on behalf of company directors
  • Running payroll for directors and employees for all companies
  • Managing a portfolio consisting of between 20 to 55 clients
  • Creditors control
  • Debtors control
  • Bank reconciliations
  • Registering clients for VAT
  • Assisting clients with import and export duties
  • Prepared and submitted VAT returns on behalf of clients
  • Managing and processing payroll
  • General ad hoc: emails, assisting team members and various other teams as necessary, switch board relief
  • Financial reporting
  • Compiling annual financial statements
  • Responding to queries from client and directors
  • Assist in the training and coaching of junior trainees
  • Managing the team when supervisor was unavailable
  • This included delegation of task, managing timelines and reassessing, where necessary, to ensure each client was seen to and all work was completed to the highest standard, in a timeous manner
  • Provided beneficial support to managers and client executives on finance-related issues identified during review process and provided recommendations
  • Pro-actively participated in team meetings with the Board of Directors, and performed other duties as required
  • Preparation and maintenance of fixed asset registers where required
  • Issued new shares, reclassed shares, subdivision of shares and sale/disposal of shares on behalf of directors
  • Minute taking
  • Independent reviews for micro businesses (SCPs)
  • Training and continuous development of new staff/juniors (including onboarding of new clients)

We-Sure Worldwide Insurance Brokers

Dealer Sales/Personal Financial advisor (short-term)
12.2019 - 09.2020

Job overview

  • Developing relationships with dealerships across South Africa
  • Signing dealerships onto respective insurance panels
  • Assisted clients with insurance queries
  • Advising clients on best insurance offerings via companies brokered for
  • General admin and support roles
  • Achievements: Going above required target to earn commissions in consecutive months while also helping the team become one of the top selling teams in the organization

Kumon Fourways

Tutor/Assistant
02.2019 - 12.2019

Job overview

  • Assisted and tutored learners with curriculum
  • Recommended and assisted owner in terms of content to be covered per learner
  • Provided tailored support to learners' abilities
  • Stepping in during high pressure situations when center was short-staffed
  • General admin
  • Setting up of center
  • Achievements: Running the center while owner was away
  • Progressing students through to higher levels of work beyond what they were expected to on at school within a month of working with them

Kumon Bryanston

Tutor/Assistant
02.2019 - 12.2019

Job overview

  • Assisted and tutored learners with curriculum
  • Recommended and assisted owner in terms of content to be covered per learner
  • Provided tailored support to learners' abilities
  • Stepping in during high pressure situations when center was short-staffed
  • General admin
  • Setting up of center
  • Achievements: Running the center while owner was away
  • Progressing students through to higher levels of work beyond what they were expected to on at school within a month of working with them

Old Mutual

Assistant Financial Advisor
07.2019 - 07.2019

Job overview

  • Assisted personal financial advisor with day-to-day activities
  • Developed client base
  • Sourcing of new cliental
  • Pitching of products to potential clients
  • Liaising with current cliental
  • General admin

BT Games

Shop assistant/Casual worker
11.2018 - 12.2018

Job overview

  • Handling client queries
  • Assisting with sales
  • Ensuring store security and safety of stock
  • Completing weekly stock take
  • Ensuring reception of new stock
  • Cash-ups

Value Logistics

Trainee for Learnership
03.2016 - 04.2016

Job overview

  • Learning and adapting to logistics sector
  • Warehouse inspections
  • Forklift inspections and maintenance
  • Reporting of forklift repair and maintenance status to management

BES Electrical Services

Assistant to owner
12.2012 - 01.2013

Job overview

  • Fitting of alarm systems
  • Electrical installations
  • Debt collecting
  • Repairs and maintenance of gates and gate motors
  • Handling clients and appointments on behalf of owner

Education

University of Johannesburg

BCom from Finance

University Overview

Skills

Financial reporting

Personal Information

Personal Information
  • ID Number: 9607205158085
  • Date of Birth: 07/20/96

Certification

Matric

Current Areas Of Experience

Current Areas Of Experience
  • Financial reporting
  • Tax returns for companies and individuals.
  • Financial Processing
  • Payroll
  • Management Accounts Production
  • Tax advice & planning for companies and individuals

Interests

Self-mastery

Personal well-being

Arts

Literature

Community Service

Sports

Music

Puzzles

Tech

Accomplishments

Accomplishments
  • Starting and running my own tutoring business
  • Creating and coaching a football team
  • A youth leader for a church youth group
  • Graduating from a full-time degree while holding a part-time job in record time

Software

Microsoft Office

Sage One

SARS eFiling

QuickBooks

Xero

BrightPay

TaxFiler

IRIS Elements

InformDirect

Capitalise

HMRC

Companies House

Mondaycom

Slack

ClickUp

Asana

Bitrix24

Dext

ROS

Syft

Timeline

Finance & Advisory Manager / Technical & Training Officer
Nimble Accounting Ltd/CFO360 UK LTD
02.2024 - Current
Jnr Accountant
Real Promotions
04.2023 - 02.2024
Accountant
Nimble Accounting Ltd/CFO360 UK LTD
10.2020 - 04.2023
Dealer Sales/Personal Financial advisor (short-term)
We-Sure Worldwide Insurance Brokers
12.2019 - 09.2020
Assistant Financial Advisor
Old Mutual
07.2019 - 07.2019
Tutor/Assistant
Kumon Fourways
02.2019 - 12.2019
Tutor/Assistant
Kumon Bryanston
02.2019 - 12.2019
Shop assistant/Casual worker
BT Games
11.2018 - 12.2018
Owner and Tutor
Young Minds Learning Academy
07.2016 - Current
Trainee for Learnership
Value Logistics
03.2016 - 04.2016
Assistant to owner
BES Electrical Services
12.2012 - 01.2013
University of Johannesburg
BCom from Finance

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Kaelin KorbFinance & Advisory Manager