Njabulo S'bonelo Masondo

1.Data Cleansing

• Check and remove duplicates from disbursement file.
• Check if the disbursed amount does not exceed cap
• Check if the disbursed amount does not exceed the claim
• Check if the student is allocated under the correct funder
• Check if the calculation in Accommodation file is done according to the designed grading tool.

2.Reporting

• Perform a pivot summary of disbursed amounts per institution and compare it with the tracking sheet.
• Consolidate disbursement data for the remittance team to send to the institutions.

.Note:After Phoenix Application was decommissioned by 2020,I was asked to assist with the following duties.

• Developed stored procedures to connect with power BI report.
• Created relationships between tables using joints,(Inner,Left or Right join)
• Performed the aggregate function to give the summarized report.
• Done BI Reports with the source data from Sql Management studio.(Load data from Sql Management studio to the BI desktop)
• Automated Power BI refresh button.
• Applied conditional formatting to dashboards.

• Check if there is any transfers to be done between accounts affected.
• Do transfers using IXT file.
• Data fixing to ensure that phoenix reconcile with Application disbursement table.
• General ledger correction.
• Top up and top down of Accounts.
• Closing of Accounts after transfer or there is a duplicate.
• Bursary Settlement,using Sql script to check the accounts that are fully disbursed)
• Write an Update script to change tran_code from 304 to 300 after transfer

1.March - August 2018

• Checked if all supporting documents are submitted for hardcopy applications received. After checking we capture the details of students with and without required supporting documents in a spreadsheet for record keeping.
• Applying online for students that made hard copy applications.
• Applications evaluation. In evaluation our task was to check if the student had submitted all the required documents. If all the required documents are with the application form, then we approve. However, if the student is missing certain documents then we send email and SMS notification requesting the missing documents.
• Checked if the information in the application form aligned with the supporting documents submitted.
• Visited Institutions to help students sign Loan Agreement Form/Bursary Agreement Form.
• Developed a script to report on how many applications approved,Application missing supporting document and Rejected.
• Identification of Process Failures using SQL.
• Dealing with Adhoc Requests from Various Business Units.

2.September 2018-December 2018

• Checked if the tracking sheet reconcile with the disbursement file.
• Analyze phoenix report to correctly identify the student list that match payment made.
• Resolve any discrepancies.
• Send report to institutions.
• Communicating with institution via email and telephone to clarify the confusion they might have with the report.
• Do investigations if phoenix report does not reconcile with the spreadsheet from Finance.

3.January 2019-August 2019

• Bursary Settlements to fully disbursed accounts.
• Top-up and Top- down of accounts.
• Closed duplicated accounts.
• Changing Tran code from 304 to 300 in phoenix after transfers
• Data fixing to ensure that phoenix reconcile with Application disbursement.
• Check if there are any transfers to be done between accounts.
• Do transfers using IXT file.
• Releasing disbursement that should have been released and block those that should have not been released.
• General ledger corrections.