Summary
Overview
Work History
Education
Skills
Timeline
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Lullu Anderson

Lullu Anderson

Senior Financial Administrator
Port Elizabeth - Want To Relocate At Own Cost

Summary

I am a dynamic self-starter with strong interpersonal, entrepenerial and management skills, equipped with through academia and over a decade of work experience. I am seeking to excel in a diverse organizational settings that fosters learning, growth, and networking opportunities. I am committed to contributing to a forward-thinking organization where financial management, entrepreneurial, and customer service expertise can be applied to enhance operational efficiency and drive professional developmen with a strategic, innovative mindset and meticous skills at minimizing errors and solving complex financial challenges. In addition to my educational background, I have self-studied Internal Audit functions, Property Financial business acumen and Public Sector Finance to broaden my knowledge. Throughout my career, I have consistently demonstrated the highest level of customer service and unwavering commitment to the mission of any organization, making me an invaluable asset to any team.

Overview

11
11
years of professional experience
2010
2010
years of post-secondary education
1
1
Language

Work History

SENIOR FINANCIAL ADMINISTRATOR

AV PROPERTIES
08.2022 - 02.2025
  • Ensure accurate leasing administration, billing and timely processing of receipts/refunds
  • Collection of monthly rental due for portfolio
  • Project Management, facilitating bank valuations and client credit/mortgage approvals
  • Leasing Administration -Ad Hoc Invoicing through Xero
  • Process corrections of misallocation and unidentified receipts on a daily basis
  • Manage processing of refunds when required - Allocate tenant receipts
  • Ensure invoice/statements are issued timeously and rental accruals/receipts are always accurate
  • Customer Liaison and Maintain Tenant files
  • Investigate all un-allocated receipts and clear against tenant account
  • Compile weekly and/or monthly financial and budget reports using bookkeeping process
  • Lead financial planning for tenders, ensuring CSD and SARS/Tax compliance
  • Assist with insurance claims and applications, minimizing errors through diligent data tracking
  • Attend Networking events
  • Follow up daily, weekly and monthly to ensure debtors adhere to terms of payment
  • Handle tenant queries/complaints ensuring customer service SLA are adhered to
  • Accounts Receivable Administration
  • Reconciliation between bank and ledger balances
  • Review Cashbook to ensure there are no duplicates
  • Processing of PAYE & VAT Returns to ensure timeous and accurate submissions

ASSISTANT BRANCH MANAGER - Service Consultant

CAPITEC BANK LTD
06.2015 - 05.2022
  • Managed transactional, retail, and business banking operations, ensuring strict compliance with FAIS, FICA, and NCA regulations
  • Led and supervised a high-performing team of Service Consultants to enhance branch efficiency
  • Monitored compliance with credit limits and KPIs, driving operational excellence
  • Enhanced client relationship management, significantly improving customer retention and cross-selling of products including loans, investments, and insurance
  • Delivered exceptional client service standards, contributing to an outstanding customer experience
  • Conducted process audits to ensure compliance with banking procedures, boosting operational efficiency
  • Coached and developed staff to elevate performance and client service through ongoing guidance
  • Acted as Branch Manager in their absence, overseeing operations, financial reporting, and risk management
  • Ensured effective Credit Risk Management for all mandate credit approvals
  • Facilitated strategic morning meetings to align daily objectives
  • Coordinated deceased estate recovery and document submissions for timely processing
  • Developed lead referrals via telemarketing, managing high-value client transactions and inquiries
  • Drove sales through daily financial transactions, directly contributing to branch revenue growth in alignment with FAIS
  • Performed basic cashier and administrative tasks, including filing, telemarketing, and financial statement analysis
  • Conducted daily loan reviews and risk assessments, analyzing monthly reports per IFRS and Companies Act guidelines
  • Provided Forex services to meet client needs efficiently

Business Solutions Consultant

KYOCERA - OMNI TECHNOLOGIES
01.2015 - 05.2015
  • Managed the complete sales pipeline, achieving monthly machine sales targets through effective cold calling and telemarketing
  • Worked to ensure excellent customer service by conducting thorough follow-up calls post-sale
  • Sent out compelling proposals to secure new business opportunities
  • Maintained a referral tracker to enhance client relationships and drive sales growth
  • Created accurate quotes and performed stock taking and adjustments to optimize inventory management

Sales Support Administrator

METRO COMPUTER SERVICES
09.2014 - 12.2014
  • Prepare and send sales quotation to prospective clients using fincon accounting
  • Telesales
  • Prepare purchase orders, invoices
  • Operate a busy switch board
  • Attend to sales inquiries timeously
  • Compile tender documents to bid for tenders
  • Executed Telesales to drive revenue growth
  • Streamlined purchase orders and invoicing for efficiency

Receptionist

TARSUS TECHNOLOGIES
03.2014 - 08.2014
  • Take incoming calls and screen to transfer to relevant dept
  • Take messages accurately
  • Basic admin duties
  • Welcome clients in and walk them through to relevant department
  • Prepare invoices and purchase orders
  • Sign stock in/out inventory

Education

NDip. - Internal Auditing

NELSON MANDELA UNIVERSITY

Complete Computerized Bookkeeping -

DAMELIN

Forensic Accounting - undefined

OXFORD HOME STUDY

NQF Level 4 Banking Certificate - undefined

CORNERSTONE

Assistant Branch Manager Level 1 Program - undefined

COURTESY OF CAPITEC BANK

Senior Certificate - Grade 12 Matric -

HOLY CROSS HIGH SCHOOL

Adv Dip - Internal Auditing

NELSON MANDELA UNIVERSITY

Skills

  • MICROSOFT OFFICE

  • SAP PROGRAMMING - XERO

  • ZOHO CRM & QUICKBOOKS

  • SUPERVISORY/MANAGEMENT

  • EXCELLENT WRITTEN AND VERBAL COMMUNICATION

  • PROBLEM SOLVING

  • TACTFUL AND DIPLOMATIC

  • DECISION MAKING

  • HIGH DEGREE OF ACCURACY AND CONFIDENTIALITY

  • RELIABLE AND PUNCTUAL

  • ABILITY TO REMAIN CALM UNDER PRESSURE

  • DATA INTERPRETATION/ANALYSIS AND REPORT

  • INTERMEDIATE UNDERSTANDING OF CORPORATE GOVERNANCE AND AUDIT TEST CONTROLS

  • CASH AND JOURNAL PROCESSING - BANK RECON

  • FINANCIAL AND METICULOUS ADMINISTRATION SKILL

  • TENDER ADMINISTRATION

  • TAX RETURNS

  • OPERATIONAL EFFECTIVENESS

Timeline

SENIOR FINANCIAL ADMINISTRATOR

AV PROPERTIES
08.2022 - 02.2025

ASSISTANT BRANCH MANAGER - Service Consultant

CAPITEC BANK LTD
06.2015 - 05.2022

Business Solutions Consultant

KYOCERA - OMNI TECHNOLOGIES
01.2015 - 05.2015

Sales Support Administrator

METRO COMPUTER SERVICES
09.2014 - 12.2014

Receptionist

TARSUS TECHNOLOGIES
03.2014 - 08.2014

Forensic Accounting - undefined

OXFORD HOME STUDY

NQF Level 4 Banking Certificate - undefined

CORNERSTONE

Assistant Branch Manager Level 1 Program - undefined

COURTESY OF CAPITEC BANK

NDip. - Internal Auditing

NELSON MANDELA UNIVERSITY

Complete Computerized Bookkeeping -

DAMELIN

Senior Certificate - Grade 12 Matric -

HOLY CROSS HIGH SCHOOL

Adv Dip - Internal Auditing

NELSON MANDELA UNIVERSITY

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Lullu AndersonSenior Financial Administrator