Summary
Overview
Work History
Education
Skills
Software
Timeline
Generic
Lucia Jacobs

Lucia Jacobs

Financial Accountant,Manager,Senior Partner
Stellenbosch

Summary

Dynamic Accounting Manager with a proven track record at De Jongh Accounting, excelling in financial reporting and team leadership. Successfully generated accurate financial statements and streamlined payroll processes, enhancing operational efficiency. Adept at client relationship management and problem-solving, ensuring compliance and timely reporting for diverse clients.

Qualified Accountant with strong background in managing accounting operations and financial reporting. Successfully led teams to improve financial processes and enhance accuracy in reporting. Demonstrated expertise in budgeting and compliance, ensuring alignment with regulatory standards.

Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.

Reliable Finance manager familiar with generally accepted accounting procedures, project management and financial statement review. Full understanding of legal requirements. Well-developed communication, relationship building and multitasking abilities.

Overview

12
12
years of professional experience
2
2
years of post-secondary education
1
1
Language

Work History

Accounting Manager

De Jongh Accounting
Cape Town
10.2014 - Current
  • Generated monthly and quarterly financial statements for clients.
  • Managed banking reconciliations and monthly balance sheet statements.
  • Managing clerks and administrative staff
  • Managing monthly payments and Payroll
  • Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
  • Analyzed and reported on financial data to support business decisions.
  • Managed journal entries, collection efforts, reconciliations, and payroll processing.
  • Optimized cash flow management through careful analysis of accounts receivable, accounts payable, inventory levels, and working capital requirements.
  • Led a team of accounting professionals in achieving department goals while fostering a positive work environment.
  • Streamlined month-end closing procedures resulting in reduced processing time without compromising accuracy or completeness of the reports generated.
  • Developed and maintained system of internal controls to prevent fraud and abuse.
  • Completed bi-weekly payroll for company employees.
  • Managed complex tax filings, ensuring accuracy and compliance with changing tax laws.
  • Prepared internal and regulatory financial reports, balance sheets and income statements.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
  • Developed strategic plans for day-to-day financial operations.
  • Analyzed business processes to identify cost savings and operational efficiencies.
  • Utilized financial software to prepare consolidated financial statements.
  • Oversaw payroll processing, ensuring accuracy and timely distribution of employee payments.
  • Played key role in strategic decision-making, offering financial analysis that supported major company initiatives.
  • Facilitated staff development through regular training sessions on new accounting standards, software upgrades, or company-specific policies changes.

Accountant

Essential Med
Somerset West
06.2013 - 09.2014
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
  • Played key role in financial planning and analysis, contributing to company's long-term financial strategy.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.

Education

SAIPA QUALIFIED - Accounting And Finance

SAIPA
SAIPA
01.2019 - 06.2021

Bachelor of Commerce - Accounting And Finance

Stellenbosch University
Stellenbosch, South Africa
02.2018 - 03.2018

Skills

Financial reporting

undefined

Software

EXCEL,XERO,SAGE

Timeline

SAIPA QUALIFIED - Accounting And Finance

SAIPA
01.2019 - 06.2021

Bachelor of Commerce - Accounting And Finance

Stellenbosch University
02.2018 - 03.2018

Accounting Manager

De Jongh Accounting
10.2014 - Current

Accountant

Essential Med
06.2013 - 09.2014
Lucia JacobsFinancial Accountant,Manager,Senior Partner