Thorough team leader with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.
Overview
18
18
years of professional experience
4
4
years of post-secondary education
Work History
Finance and Administration Manager
Life Healthcare – Life Wilgers Hospital
9 2018 - Current
Company Overview: Acute Private Hospital
Management information, financial analysis and budgeting
Monthly analysis of hospital results and reporting (incl
Activities, key financial ratios and items below the operating EBITDA line), measuring against approved budget and prior year
Understanding of revenues, mix, RSRT’s/DRG’s and the resultant analysis and action plans required
Formal periodic review of results with hospital ManCo team to ensure functional managers understand the financial position of the hospital and matters for which they are accountable
Continual review of balance sheet to monitor recoverability of assets and completeness of liabilities
Capex reporting
Preparation and review of all budgets
Ad hoc projects involving management information and reporting
Establish and maintain a strong financial control environment, managing the control of company assets, with special emphasis on cash and fraud prevention measures
Conduct Internal Control Review as per the Self Audit Checklist (must be completed at least once a year and cash controls twice a year)
Co-ordinate Internal and External audits and achieve Green Internal Audit Ratings and External Audit reports that contain no financial issues more serious than 'housekeeping' matters
Adhere to Patient Services & Credit Management Protocols
Optimize Patient Services & Credit Control functions & processes through continual review of: Best Operating Practices, Benchmarking of billing adjustments & re-imbursement codes, Hospital performance against standard group targets and quality measures, Group/regional feedback on debtors’ days & bad debt write-offs
Manage Debtors Days downwards
Implement RSRT action plans through appropriate review of coding and billing processes and controls
Interact with group/regional credit risk and patient services support teams where applicable and implement national, group or regional projects or initiatives
Maintain adequate provision for doubtful debts on all debtor carrier code groupings and adhere to hand-over and write-off protocols
Lead the hospital F&A team to ensure drive towards best operating practices, including regular F&A meetings to review key measures and outputs, as well as implementation and monitoring of corrective actions
Participate actively in various leadership teams
Actively support change projects & initiatives
Drive financial projects
Approach change positively & encourage new approaches
Acute Private Hospital
Financial Manager: Balance Sheet Management
Nedbank Ltd
01.2017 - 07.2018
Company Overview: Financial institution
Manage daily / monthly activities to ensure completeness and accuracy of financials
Track ongoing financial performance by analysing month end results
Understand the business and factors impacting the achievement of financial targets
Monthly calculation and transfer pricing of ALM charges on SAP
The charges include Cost of Term & Diversification and Liquid Buffer Charges
Provide input into the Cash Management and Call liquidity premiums
Proactive engagement and educating stakeholders on ALM charges and changes due to on-going Basel 3 requirements
Build and maintain relationships with internal and external stakeholders through regular engagement
Monthly OPCOM reporting including interim / year end reporting per Group requirements
Extensive budgeting and forecasting process incorporating ALM charges and other balance sheet and income statement items
Maintenance and analysis of IFRS13 bond liquidity financial model that impacts the fair valuation of Nedbank bonds
Provide assistance in compiling the fair value capture book in accordance to the relevant accounting standards
Manage and complete all ad-hoc requests required from senior management
Financial institution
Nedbank accounting systems knowledge
MS Office with Advanced excel skills
Experience with SAP
Manager: Funds Transfer Pricing – Balance Sheet Management Division
Nedbank Ltd
01.2010 - 12.2016
Company Overview: Financial institution
Daily production and distribution of Funds Transfer Pricing Curve to stakeholders throughout Bank to be used as base for all external bank pricing
Monthly collection, manipulation and processing of Funds Transfer Pricing data for the entire Bank (roughly 8 million transactions) in order to assign each transaction with a relevant FTP Rate
Data validation for accuracy
Processing FTP Data in FTP System
Relevant analysis to stakeholders to facilitate effective risk management for individual Clusters and the Group as a whole
Daily resolution of all queries relating to FTP
Involvement in structuring of all New Products and the Pricing and FTP treatment thereof throughout the bank
Financial institution
In depth knowledge of Sendero FTP System
Base knowledge of QRM System
Excellent Excel (including VBA), Word and Powerpoint skills
Very basic SQL coding skills
TOPP Articles
Nedbank Ltd
07.2007 - 12.2009
Company Overview: Financial institution
Performed day to day finance activities in the Asset and Liability Division
Daily Accounting of Swap transactions, including Daily Settlements, Accrual of Interest etc
Various Recons incl NII, Suspense Account & Schedule 26 to Capture Book
Forecast and Budgeting
Responsible for analyzing the financial results of major local and international banks and comparing their performance and capital adequacy with Nedbank’s
Involvement in the issuing of new Nedbank Sub Debt and the issuing of Hybrid Sub Debt
Encompassed the structuring of various types of Asset Backed Securities Transactions on behalf of diverse clients and administrating Conduit Transactions for Synthesis Funding Limited
Financial institution
TIPP Audit Clerk
Ernst & Young
01.2007 - 06.2007
Company Overview: Professional Service (Audit)
Performed 1st year level audit functions for various audit clients, including: Planning an audit, Testing of internal controls, Substantive testing, Dealing with accounting issues, Finalising and concluding the audit, Reporting to management
Lead Behavioral Technician at Life Skills Autism Academy/ Centria HealthcareLead Behavioral Technician at Life Skills Autism Academy/ Centria Healthcare