Sage Evolution
Lucinda Curtis
Finance Manager
Port Shepstone
Summary
Results-driven management professional with expertise in consolidating and analyzing financial data for individual and group companies. Proficient in developing comprehensive dashboards that highlight key performance indicators (KPIs) and facilitate insightful trend analysis. Committed to leveraging analytical skills to enhance operational efficiency and support organisational objectives.
Overview
23
23
years of professional experience
Work History
Finance Manager
HIBISCUS PRIVATE HOSPITAL
01.2017 - Current
- Hibiscus Hospital has challenged me in the last 8 years.
- Full Financial Management of group entities.
- Management of Port Shepstone finance team
- Lead and develop staff members and ensure the finance team performs optimally.
- Supervisory oversight of Scottburgh and Cato Ridge finance teams:
- Ensuring that standards are met.
- Supervisory oversight of ward stock controllers:
- Ensuring that standards are met.
- Financial Models:
- Inventory Management Model
- Tracking daily purchases/usage and billing.
- Tracking 3-month average usage per item.
- High usage stock items
- Low usage/dead stock
- Management account
- Building Management account model for Group:
- Consolidated Group accounts
- Individual Statements of the individual Companies
- Forecast model – with the various forecast formula.
- KPI’s
- Graphs and models
- Annual Budget preparation
- Plan the budget and forecast.
- Collate departmental budgets.
- Maintenance/Fixed Asset Replacement budgets
- Annual External Audit
- Ensure audit is completed within stipulated deadlines.
- Review audit pack
- Risk Management
- Understand and mitigate key elements of the company’s risk profile.
- Create and update risk register.
- Accounts Payable
- Maintenance of payables and ensuring appropriate cash management and payment to vendors.
- Ensure approval processes are followed in accordance with delegation of authority.
- Accounts Receivable
- Maintenance of receivables and ensure that cash collections are within credit terms of customers.
Bookkeeper
STUDIO 88 ARCHITECTS
01.2012 - 01.2017
- Full Bookkeeping function
- Full Payroll function
- Administration
- Reason for leaving: Growth opportunity.
- Years of Service: 5 years. (2012 -2017)
Bookkeeper
UMZIMKULU CANE GROWERS
01.2008 - 01.2012
- Administration of the local farming community.
- Full bookkeeping function up to trail balance
- Full Payroll function.
- Reason for leaving: Left for better opportunity.
- Years of Service: 4 years (2008 – 2012)
Customer Care Consultant
FIRST NATIONAL BANK – PORT SHEPSTONE
01.2003 - 01.2008
- Relevant Work Experience:
- Customer Service
- Customer administration according to bank policy and procedure.
- NCR, FAIS and FICA certification.
- Reason for leaving: Wanted more finance related experience.
- Years of Service: 5 years (2003 – 2008)
Education
Certificate - Management Accounting
Chartered Institute of Management Accountants
Diploma - Management Accounting
Chartered Institute of Management Accountants
Adv. Diploma - Management Accounting
Chartered Institute of Management Accountants
CGMA – Professional Qualification - undefined
Chartered Institute of Management Accountants
11.2022
Skills
Microsoft Suite
Excel
Financial Reporting
PowerPivot/Powerquery
PivotTables
Advanced Formulae
Excel – Business Intelligence Reporting
Microsoft BI
Power Point
SAGE Pastel Partner
SAGE Evolution
References
Peet, van Coller, 082 800 6336
Software
Microsoft Excel
Microsoft PowerPoint
Timeline
Finance Manager
HIBISCUS PRIVATE HOSPITAL
01.2017 - Current
Bookkeeper
STUDIO 88 ARCHITECTS
01.2012 - 01.2017
Bookkeeper
UMZIMKULU CANE GROWERS
01.2008 - 01.2012
Customer Care Consultant
FIRST NATIONAL BANK – PORT SHEPSTONE
01.2003 - 01.2008
Certificate - Management Accounting
Chartered Institute of Management Accountants
Diploma - Management Accounting
Chartered Institute of Management Accountants
Adv. Diploma - Management Accounting
Chartered Institute of Management Accountants
CGMA – Professional Qualification - undefined
Chartered Institute of Management Accountants