To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Hi, I’m
Kelello Makhabeni
Financial Controller
Strathavon
Summary
Overview
10
years of professional experience
11
years of post-secondary education
2
Certifications
3
Languages
Work History
Investec Bank l CIBSandton
Financial Controller
10.2020 - Current
Job overview
- Daily preparation and analysis of P&L for Balance Sheet Funding
- Desk
- Understand the full front to back structure booking process
- Liaising with the desk on booking of deals
- Cash reconciliations
- Budgets and forecasts
- Daily and monthly SARB reporting
- Understand the market risks relating to trades and business
- Monthly preparation of Income statement and Balance sheet
- Reconciliation and substantiation of Balance Sheet
- Ensure assets and liabilities that reside on balance sheet are correctly valued
- Liaising with market risk on execution of deals and monitoring of all limits
- Build a good rapport between front
- Monthly preparation and analysis of management reporting information
- Liaising with internal and external auditors
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
- Accurately completed financial statement audits and thoroughly reviewed results.
- 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.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Complied with established internal controls and policies.
- Developed strategic plans for day-to-day financial operations.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
Investec Bank l CIB
Foreign Exchange Consultant
11.2015 - 10.2020
Job overview
- Met with members to understand goals and recommend solutions to fit specific needs.
- Discussed financial options with clients and provided informed suggestions.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Targeted accounts at senior and executive levels and secured funding for future initiatives.
- Developed advanced product knowledge to share current information while generating and delivering products quotes.
- Educated and worked with clients on ROI terms to find accurate solutions.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Effectively processing and resolving travel currency related
queries - Built relationships with internal and external stakeholders to
solve client Forex requirements - Awareness of SARB and exchange control regulations
- Assisting and advising clients with their foreign exchange
transactions
- Incoming telegraphic transfers.
- Outgoing telegraphic transfers. - Advising clients on exchange control rulings
Investec Private BankSandton
Client Support Specialist
07.2013 - 11.2015
Job overview
- Responded to all client inquiries and asked appropriate questions to facilitate resolution.
- Verified basic needs are being met, providing navigation assistance for various benefits and available services.
- Delivered outstanding service to clients to not only maintain but to extend relationship for future business opportunities.
- Interacted with team members across departments to research and resolve customer issues.
- Provided suggestions for process, application or documentation improvement.
- Kept stakeholders up to date on details and information regarding clients.
- Provided excellent customer service by following up with clients, mailing out applications and responding to incoming calls.
- Sought ways to improve processes and services provided.
- Followed-through on all critical inter-departmental escalations to increase customer retention rates.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Increased efficiency and team productivity by promoting operational best practices.
- Investigated and resolved accounting, service and delivery concerns.
- Enhanced productivity levels by anticipating needs and delivering outstanding support.
- Investigated and resolved customer inquiries and complaints quickly.
- Promoted available products and services to customers during service, account management, and order calls.
- Reached out to customers after completed sales to suggest additional service or product purchases.
- Met customer call guidelines for service levels, handle time and productivity.
- Promptly responded to inquiries and requests from prospective customers.
- Delivered prompt service to prioritize customer needs.
- Trained new personnel regarding company operations, policies and services.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Developed an in-depth understanding of Investec Private Bank
product offerings. - Proactively generated ideas to drive continuous improvement in
the CSC - Built and managed solid client relationships, acted as a liaison
with bank personnel to effectively resolve any client issues. - Addressed customer needs in order to meet or exceed customer
expectations - Provided clients with knowledge of Foreign currencies and the reason to daily fluctuations
Education
Da Vinci School of Business LeadershipJohannesburg
Master of Science from Management of Technology And Innovation
02.2015 - 10.2020
University Overview
University of JohannesburgJohannesburg
Bachelor of Accounting from Accounting
02.2009 - 11.2014
University Overview
Skills
Communication SkillsCritical ThinkingForeign ExchangeStakeholder managementTime Management &AdministrationTeamworkProblem-solvingAdaptabilityAttention to detailWork ethicReporting
Account Reconciliation
Finance
Account Reconciliation
Financial statements expertise
Strategic planning
Risk management
Certification
Microsoft Excel, Excel Academy (Excel 101, 102 and 103)
Piano, Singing, Hiking, Book club, Tutoring Maths
Piano, Singing, Hiking, Book club, Tutoring Maths
Yiba Mkhulu is a volunteer group of young professionals in Johannesburg. Since March 2019, we have been offering academic support (Mathematics, English and Life Skills) to 25 grade 9 learners at Elethu Themba Public School in Lenasia, situated on the outskirts of Johannesburg. The name Yiba Mkhulu comes from the Zulu phrase meaning "become great".
Students enrolled in the Yiba Mkhulu program come from severely disadvantaged backgrounds.
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Quote
If the doors of perception were cleaned, everything would appear to man as it is: infinite.
Timeline
Financial Controller
Investec Bank l CIB
10.2020 - Current
Foreign Exchange Consultant
Investec Bank l CIB
11.2015 - 10.2020
Da Vinci School of Business Leadership
Master of Science from Management of Technology And Innovation
02.2015 - 10.2020
Client Support Specialist
Investec Private Bank
07.2013 - 11.2015
University of Johannesburg
Bachelor of Accounting from Accounting
02.2009 - 11.2014