Summary
Overview
Work History
Education
Skills
Special Achievements
Timeline
Generic
Paleng Papo

Paleng Papo

Eligible To Register With AGA(SA)
Midrand

Summary

Experienced finance professional with expertise in financial planning, banking operations, and audit. Transitioned from Financial Planner at Momentum Group to roles at ABSA as Investment Administrator and Business Bank Operations Consultant, specialising in KYC, FICA, and client onboarding. Completed SAICA trainee articles at BDO South Africa, gaining technical skills in accounting, tax, audit, and financial analysis. Combines client-facing experience with technical proficiency, motivated by a dedication to service excellence and ongoing advancement in the financial industry.

Overview

10
10
years of professional experience

Work History

SAICA Trainee Accountant

BDO South Africa
02.2022 - 05.2025
  • Performed audit fieldwork for various clients including Listed and SMEs in compliance with ISAs.
  • Prepared and reviewed audit working papers and resolved review queries on time.
  • Assisted in drafting and analysing financial statements under IFRS and IFRS for SMEs.
  • Conducted risk assessments, control testing, and substantive procedures across business cycles.
  • Assisted in tax compliance and planning activities.
  • Evaluated internal controls and recommended improvements to governance and efficiency.
  • Used advanced Excel and audit software for data analysis and audit automation.
  • Managed audit teams, deadlines, and maintained professionalism per SAICA's Code of Conduct.
  • Industries: Real estate, Energy generation, Asset management, Food manufacturing, Medical instruments production and distribution and Packaging solutions

Liability Administrator

Absa Bank
07.2019 - 11.2021
  • Populate Deal Sheets via Orchestrate for: Maturities, New Investments, Maintenance, Transfers and Rate Changes.
  • Obtain Clients acceptance of Quote with the necessary proof.
  • Investigate reasons as to why a deal sheet was not fit for processing.
  • Become the second point of customer contact /client back-up for the Investment Risk Adviser.
  • Provide general assistance / execute delegated duties such as tracking of tax certificates, history statements for client, etc.
  • Populate and Maintain Client Detail on Orchestrate.
  • Draw up SOX listings from the operational system, consolidate lists and conduct various control checks, then reconcile SOX list monthly and forward to Investment Specialist for sign off.
  • Send confirmation letters to clients when investment account has been opened.
  • Draw up and create EOS (system for pulling out maturities) listing from the operational system.
  • Receive investment specific queries from clients and resolve them accordingly.

Business Bank Operations Consultants

Absa Bank
07.2015 - 06.2019
  • Providing customer service and support, by answering inbound calls and respond to email queries, validate all information, and resolve all complaints.
  • Strictly adhere to risk and compliance by authenticating existing and third-party customers personal information as per the FIC Act.
  • Check documentation to ensure it is correct first time in terms of KYC Regulatory, Business, Legal and Audit Requirements and if not correct full provide full details to the front line.
  • Check and validate files prepared by front line on a trigger event as described.
  • Identify training gaps and escalate to management.
  • Open cheque accounts, savings accounts, Investment accounts, Agricultural loans for Business bank and private bank clients.
  • Effective management of daily fic listings.
  • Checking the quality of team members work to ensure compliance to the FICA regulations.
  • Identifying and sharing quality trends with relevant team leaders.
  • Helping and solving escalated advance customer enquiries.
  • Support team leader in information sharing, coaching and training.
  • Handling dispute management.
  • Collaboration with relevant stakeholders for effective service delivery.
  • On boarding and remediation of customers on ESP (Electronic sales platform) system.

Investment Administrator

Absa Bank
03.2015 - 06.2015
  • Servicing and managing Investment product applications by indexing and conforming the application using the Sybrin system.
  • Meet daily target goals of 60 client requests per day.
  • Strictly adhere to risk and compliance by authenticating new and existing customers personal information as per the request.
  • Ensuring that the correct documents are submitted by the client for the requested investment.
  • Update and maintain client accounts.
  • Administration of Client Services duties on a day-to-day basis.
  • Serve administrative and operational support to the team.
  • Co-ordinate the flow of information from the client to the company and back to the client.
  • Proactive in the recognition and identification of potential problem areas and being proactive in resolving this effectively.


Education

Postgraduate Diploma in Applied Accounting Science - (CTA)

University of South Africa
04.2001 -

Bachelor of Accounting Sciences -

University of South Africa
04.2001 -

Bachelor of Economics -

University of Pretoria
04.2001 -

Matric (Grade 12) -

Sutherland High School
Centurion, South Africa
04.2001 -

Skills

Proficient in preparing and auditing financial statements (IFRS & IFRS for SMEs)

Full audit lifecycle expertise (planning to completion, risk evaluation, audit findings)

Skilled in budgets, forecasting, variance analysis, and financial performance

VAT, PAYE, and provisional tax calculations in line with the Income Tax Act

Proficient in APT, IDEA, TeamMate, and advanced Excel

Adherence to SAICA Code of Professional Conduct

Strong interpersonal skills and client service mindset

Ability to handle tight deadlines and deliver quality work

Experience leading audits and mentoring juniors

Confident in report writing, presentation, and stakeholder communication

Pay attention to detail

Special Achievements

  • SAICA Trainee Accountant (Feb 2022 - May 2025), rated 'Exceeds' for overall performance.
  • Liability Administrator (Jul 2019 to Nov 2021), rated a very strong in the 2020 year.
  • Business Bank Operations Consultant (Jul 2015 to Jun 2019), Certificate of recognition for highest compliments received for excellent work October 2016.
  • Top 10 performer for first quarter in 2017(Jan - Mar).
  • Certificate of recognition for performer of the month May 2018 and June 2018.
  • Certificate of recognition for quality for the year 2018.
  • Received team award for academic excellence in High School.
  • Awarded Senior Colours for achievements in music and cultural activities.
  • Served as a Junior Peer Counsellor.
  • Played on the netball team.
  • Participated as a cheerleader at sports events.
  • Held the role of Junior Prefect.

Timeline

SAICA Trainee Accountant

BDO South Africa
02.2022 - 05.2025

Liability Administrator

Absa Bank
07.2019 - 11.2021

Business Bank Operations Consultants

Absa Bank
07.2015 - 06.2019

Investment Administrator

Absa Bank
03.2015 - 06.2015

Postgraduate Diploma in Applied Accounting Science - (CTA)

University of South Africa
04.2001 -

Bachelor of Accounting Sciences -

University of South Africa
04.2001 -

Bachelor of Economics -

University of Pretoria
04.2001 -

Matric (Grade 12) -

Sutherland High School
04.2001 -

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Paleng PapoEligible To Register With AGA(SA)