Moses Stuurman
Alberton
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
13
13
years of professional experience
Work History
Team Leader: Ops and Admin
Liberty Corporate
BRAAMFONTEIN
03.2024 - Current
- Collaborated with team members across multiple departments in order to develop innovative solutions for addressing complex challenges within the organization's existing benefit structure.
- Maintained accurate and up-to-date records in accordance with standard operating procedures and performance criteria.
- Coordinated administrative support tasks, ensuring timely response, quality, and service delivery standards.
- Planned and monitored team tasks and activities to align with performance objectives effectively and efficiently.
- Executed operational and administrative tasks promptly and accurately.
- Accountable for the quality execution of both individual and team tasks within defined procedures and standards.
- Strategically planned and executed tasks within a set framework.
- Proactively identified and resolved team-based work problems, determining root causes and applying solutions in line with established guidelines, while escalating complex issues with necessary information for resolution.
Finance Officer
Liberty Corporate
Braamfontein
08.2019 - 02.2024
- Prepared and submitted employer declarations on SARS E-filing, and facilitated payments via Standard Bank Business Online.
- Conducted monthly and annual reconciliations of PAYE liabilities for lump sum claims on retirement funds and payroll for annuitants.
- Managed monthly reconciliations and payments of IT88 & A88 liabilities.
- Prepared and processed month-end journals in accordance with IFRS17 on SAP.
- Reconciled and submitted tax certificates for interim and annual submissions.
- Compiled monthly claims reports for investment and risk claims, addressing accruals and imbalances.
- Monitored month-on-month movements, investigated and identified trends and abnormalities, and implemented resolutions.
- Managed the ageing of balance sheet accounts, ensuring explanations and substantiations, and developed strategies to clear long-standing historical items.
Disability Claims Administrator
Liberty Corporate
Braamfontein
08.2017 - 07.2019
- Technical assessment of new claims and review claims
- Requesting for outstanding documentation and issuing reminders on existing claims
- Preparation of monthly claims reports
- Daily work allocation
- Managing central mailbox
Fund Administrator
Liberty Corporate
Braamfontein
09.2015 - 07.2017
- Updating and reconciliation of contribution payments (including Section 13A reporting)
- Monthly updating and full reconciliation of funds
- Monthly updating of accounting transactions
- Preparation of admin data for yearend audits
- Follow up on payments: (outstanding payments, arrears and schedules)
- Fund amalgamations and terminations
- Preparation of Administration reports for Trustee meetings
- Issuing of member benefit statements
- Preparation of annual revision data
- Action of switches (if applicable to Fund)
- Supply data for Enhanced Assessment Reports
- General filing and archiving of files and correspondence
- Attend to queries-both written and telephonic
Claims Administrator
Liberty Corporate
Braamfontein
01.2012 - 08.2015
- Processing withdrawal, retirement, retirement annuity and surplus claims
- Ensuring all contributions are received
- Ensuring that claims are finalised within the SLA period
- Checking the validity of claim documents as per business rules and Pension Fund act requirements
- Updating claim details on the system to prepare the claim for processing
- Applying for tax directives
- Arrange for bank verification for all beneficiaries
- Setting up payments once all the checks are completed
Education
Some College (No Degree) - Taxation
Unisa
South Africa12-2022
Bachelor of Commerce(Quantitative Management) -
UNISA
Some College (No Degree) - Project Management
Wits Digital School
JohannesburgSkills
- Financial Administration
- Account Reconciliation
- Customer Service
- Operational Reporting
- Prioritizing and Planning
- Critical Thinking
References
Name : Mdu Kubeka
Title : Snr Spec Product Accounting (Tax)
Contact number : 011 408 8790
Timeline
Team Leader: Ops and Admin
Liberty Corporate
03.2024 - Current
Finance Officer
Liberty Corporate
08.2019 - 02.2024
Disability Claims Administrator
Liberty Corporate
08.2017 - 07.2019
Fund Administrator
Liberty Corporate
09.2015 - 07.2017
Claims Administrator
Liberty Corporate
01.2012 - 08.2015
Some College (No Degree) - Taxation
Unisa
Bachelor of Commerce(Quantitative Management) -
UNISA
Some College (No Degree) - Project Management
Wits Digital School
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