Microsoft Dynamics
Karishma Misra
Campus Financial Controller
Midrand
Summary
"The ideal candidate" since my entrance into the work environment I have always stressed upon this phrase. I enjoy a good numerical problem, the opportunity to get into figures, analyse them, establish how it fits to predict a positive outcome in a company's financial records. Being a lady in leadership ignites a fire inside me as that has always been the end goal. I show interest in both the finance and operational side of a business. I live by the following quote, "do what you love and you will never have to work a day in your life"? The key to becoming an ideal candidate and succeeding within your career is passion. Being `passionate' about what you do, with that everything else like "dedication, working hard and fast learning" will follow and I believe this one word is a true reflection of the value I bring to the table. I believe that I am the most suited for the role in your company as the one characteristic that I possess is key to every other trait that you seek. Anybody can work hard and go above and beyond their duties but how many employees can carry out their duties with passion, commitment, and grace? My name is Karishma Misra and I assure you that by granting me an interview you will be convinced that I will be an asset to your company as I am talented financial leader well-versed in accounting principles and regulations. Motivated to keep company financial operations compliant, accurate, and cost-effective. Ready to bring my 9 years of experience and take on any challenge that comes my way.
Overview
10
10
years of professional experience
15
15
years of post-secondary education
Work History
Branch financial controller
CURRO Holdings
4 2022 - Current
- Microsoft Dynamics, Omega HR monthly payroll for 120 staff members, Expense and travel claim management and follow up, Weekly-monthly cashbooks and reconciliation of bank accounts, Adding vendors on system and vendor age analysis reconciling, Funds and event account reconciliation and costings, Credit notes, interest, accrual and provision journals, Debtors age analysis maintenance, Professional letter writing, Cost analysis of all fees and income streams, Budget management and cash flow control, Capex management and approvals, Monthly management report comments and analysis, Ensuring monthly earnings before interest, tax and depreciation percentages are aligned, Fixed asset register maintaining and capturing, Debtor/billing month end management and implementation, Customer concerns and queries, Reallocation journals and procurement management, VAT reports monthly, Report back to executive committee monthly, Planning and compiling budget for future financial year, Audit queries and carbon footprint reports, Health and safety certificates, Intercompany journals and receipting of income
- Enhanced cash flow management with timely accounts receivable monitoring and collections efforts.
- Maintained strong relationships with external auditors, facilitating smooth annual audit processes and addressing any concerns promptly.
- Reduced operating costs through meticulous budget management and cost analysis.
- Conducted regular variance analyses between actual results and budget projections to identify trends or issues requiring further investigation or action by management staff.
- Improved financial reporting accuracy by streamlining processes and implementing efficient financial controls.
- Oversaw all aspects of the month-end close process, ensuring timely completion of accurate financial statements for executive review.
- Identified areas for operational improvement through detailed financial analysis, leading to increased profitability and reduced expenses.
- Collaborated closely with department heads to establish accurate budgets and monitor performance against targets.
- Managed a team of finance professionals, providing guidance, support, and ongoing training to ensure continued growth and development.
- Implemented rigorous internal control measures to safeguard company assets and prevent fraud or mismanagement risks.
- Prepared accurate financial reports and monthly statements for accounts receivable.
- Collaborated with executive team in preparation of annual capital and operating budgets, forecasts and all financial reporting and analysis.
- Managed payroll data entry and processing for 108 employees to comply with predetermined company guidelines.
- Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
- Reviewed documents and data to give accurate presentations and forecasts to upper management.
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
- Followed up with delinquent accounts to obtain funds and reduce aging balances.
Accountant / Financial Manager
Clonard Distance Education (Pty) Ltd
07.2018 - 03.2022
- Programs: Pastel (Evolution), Sage one payroll, Microsoft Office package (advanced Excel), Sageone Payroll, Emp201 and Emp501 return calculations and submission, Payroll filing, PayPal, UI19 completion and following up with SARS as well as maternity benefits, Provisional tax calculations and personal tax preparation for directors, Constructing and maintaining of Asset register, Preparing working papers for Annual audit with PKF and putting through audit adjustments, Directors property portfolio management, Profitability calculation against valuation, Stocktake input and variance analysis as well as running of monthly valuation report's, Annual budget compilation and maintenance, Project management, Maintain stock levels and adjusting of material requirements on Pastel, POPI Act as well as Workman's compensation Act return of earnings submissions and management, Presentations to staff on various topics as required by company, Assigning and monitoring budgets with relevant department head- Marketing, sales and academics.
- Streamlined month-end closing processes, resulting in reduced time spent on financial reporting tasks.
- Assisted in the development of financial forecasts based on historical trends and current market conditions, supporting strategic planning initiatives within the organization.
- Reduced expenses by negotiating with vendors for better pricing and terms on services and supplies.
- Enhanced financial decision-making capabilities by providing timely, accurate information to management through regular performance reports.
- Enhanced profitability by identifying opportunities for revenue growth through detailed analysis of customer sales data.
- Implemented effective cost control measures to minimize overspending without sacrificing quality or service levels.
- Developed comprehensive budgets that aligned with company goals while ensuring fiscal responsibility.
- Established strong relationships with banking partners to facilitate access to various financial services and secure favorable lending terms for the organization.
- Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
- Assisted in reducing outstanding accounts receivable balances by diligently following up on overdue invoices.
- Managed cash flow effectively, ensuring all company liabilities were met in a timely manner and surplus funds were invested wisely.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Evaluated and improved financial records to make important business decisions.
- Improved data collection, financial analysis and financial modeling to optimize practices and retain customers.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Trained new employees on accounting principles and company procedures.
- Used accounting software to issue tax returns and prepare consolidated reports.
- Collected and reported monthly expense variances and explanations.
- Diminished outstanding debts by analyzing accounts for issues.
- Maintained integrity of general ledger and chart of accounts.
- Prepared working papers, reports and supporting documentation for audit findings.
- Provided journal entries and performed accounting on accrual basis.
- Tracked funds, prepared deposits and reconciled accounts.
- Cultivated relationships with banking institutions, securing favorable loan terms that supported business expansion initiatives.
- Enhanced financial reporting accuracy through regular audits and reconciliations, leading to improved decision-making capabilities.
- Reduced outstanding accounts receivable balances by consistently following up on overdue payments and negotiating payment plans with clients.
- Increased financial efficiency by streamlining budget processes and implementing cost-saving measures.
- Negotiated advantageous contract terms with suppliers, resulting in significant cost savings without sacrificing quality or delivery times.
- Performed due diligence on prospective vendors and partners to protect against potential financial risks or conflicts of interest.
- Collaborated with department heads to establish annual budgets, promoting fiscal responsibility across the organization.
- Managed team of 8 finance and operations professionals, with day-to-day responsibility for contracting, order processing, forecasting, budgeting, reporting and analysis.
- Used Sage One payroll to manage employee payroll and benefits such as pension funds and medical aid programs.
- Analyzed budgets, financial reports and projections for accurate reporting of financial standing.
- Oversaw administrative staffing by recruiting, interviewing and onboarding new personnel.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Developed strategic plans for day-to-day financial operations.
Bookkeeper
Fundamentum Asset Management
12.2015 - 03.2018
- Programs: Pastel Evolution and Partner, Sage VIP, Microsoft package,PayPal, Nicor- property finance package, Processing, uploading and daily reconciliations of bank statements on pastel and Nicor, Processing salaries on Sage VIP, Maintaining Cashbooks of various building accounts and modifications, Management accounts drafting and reporting on a monthly basis, Preparing, capturing and releasing of GRVs and payments on banks- (national and international), Capturing and processing on Pastel and Nicor up to balance sheet, Generating of tax invoices, billing tenants as well as preparation of billing schedules, Analysis and calculations of tenant's turnover and income projections, Tenant receipting from property system to respective accounts, Accounts receivable and accounts payable full function including, age analysis, maintenance and reporting back to director's, Working on debtors bringing income to company and reporting figures to directors and providing solutions, Reconciliations of supplier and customer accounts, passing of journal entries and ensuring timely payments to all suppliers as well as customer and supplier interaction, Intercompany transactions, journal allocations and maintenance of various ledger accounts, Maintenance of fixed asset register and balance sheet reconciliations, VAT calculation, reconciliations, efiling and payments, Processing statutory returns on SARS efiling, Professional letter and report writing for director's
Accounts Clerk
ETA Group
01.2015 - 12.2015
- Programs: Pastel (partner), Microsoft Office package, Processing to balance sheet, Processing of Bank Statements and invoices, Monthly PAYE and EMP501 calculations, reconciliations and submissions, VAT 201 and 501 calculations, reconciliations and submissions( All categories), Working on SARS eFiling and processing returns, Provisional tax calculations, Passing of journal entries, allocations and reconciliations on various balance sheet and income statement accounts, Intercompany journals and ledger account maintenance, Drafting of Annual Financial statements, management accounts and working paper files, Maintenance of Fixed Asset Register for clients, requesting amortization schedules working with large corporate banks regarding finance for clients, Managing client portfolio of 50 as well as monitoring junior staff client portfolios and training once a month, Drafting out annual audited turnover letters for various stakeholders, Experience with drafting of timesheets and checking of billing
Administrator/accounts clerk
Old Mutual PFA
01.2014 - 12.2014
- Client Liaison, Investment projections, Making appointments and managing Financial Advisors diary, Handling client queries, Cash book capture, General administrative duties, VAT submission and calculations, Clients as well as advisors tax preparation and submissions, Making payments, Medical Aid claims and management
Education
Post Graduate Diploma in Financial Accounting - currently on skills level, Audit and assurance, Financial reporting, Financial management, Corporate and business law, Taxation, Performance management -
Accredited Certified Chartered Accountants (ACCA) Durban
06.2019 - 05.2023
BCOMPT Financial Accounting Sciences- 2 years complete (Diploma level) then transferred to ACCA., Management Accounting, Financial Accounting, Financial maths, Commercial law, Tax, Business management, Economics, Sustainability and Greed - undefined
University of South Africa (UNISA) Durban
01.2012 - 05.2018
Matriculated with a Bachelor's Degree pass, Mathematics, English, Afrikaans, Life orientation, Accounting, Economics, Business Studies - undefined
Effingham Secondary School Durban
01.2007 - 04.2011
Skills
Pricing and costing
undefinedBooks Of Interest
- The Secret- Rhonda Byrne
- The 10X Rule- Grant Cardone
- The 5am Club- Robin Sharma
- Nice Girl's don't get the Corner Office- Lois P Frankel
Id
930818 0314 088
Health
Excellent
Smoker
No
Driver License
Code B
Conclusion
It is said that "With great Power comes great responsibility" these words are so critical to the mindset as we all have some sort of power and whether we know it or not each of us are in a position of leadership whether it is a head of a home, a head of a corporate team or even the head of one's very own life. When we remind ourselves of these words we will realize we are able to achieve great things.
Personal Information
- Gender: Female
- Nationality: South African, Indian
Software
Pastel Evolution
Microsoft Office
Sageone Payroll
Omega HR
SARS Efiling
Nicor
Banking Sytsems for ABSA FNB and Standard Bank
Timeline
Post Graduate Diploma in Financial Accounting - currently on skills level, Audit and assurance, Financial reporting, Financial management, Corporate and business law, Taxation, Performance management -
Accredited Certified Chartered Accountants (ACCA) Durban
06.2019 - 05.2023
Accountant / Financial Manager
Clonard Distance Education (Pty) Ltd
07.2018 - 03.2022
Bookkeeper
Fundamentum Asset Management
12.2015 - 03.2018
Accounts Clerk
ETA Group
01.2015 - 12.2015
Administrator/accounts clerk
Old Mutual PFA
01.2014 - 12.2014
BCOMPT Financial Accounting Sciences- 2 years complete (Diploma level) then transferred to ACCA., Management Accounting, Financial Accounting, Financial maths, Commercial law, Tax, Business management, Economics, Sustainability and Greed - undefined
University of South Africa (UNISA) Durban
01.2012 - 05.2018
Matriculated with a Bachelor's Degree pass, Mathematics, English, Afrikaans, Life orientation, Accounting, Economics, Business Studies - undefined
Effingham Secondary School Durban
01.2007 - 04.2011
Branch financial controller
CURRO Holdings
4 2022 - Current
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