Philile Nokukholwa Zulu
Pretoria
Summary
Dynamic Finance Manager with 9 years of experience across diverse industries, including construction, banking, retail, and education. Proven expertise in financial reporting, budgeting, and cost management, driving strategic financial planning and ensuring compliance with regulatory standards. Adept at stakeholder management and leading high-performance teams while maintaining strong internal controls and mitigating financial risks. Proficient in SAP, SAGE Pastel, and other ERP systems, with a commitment to delivering insightful financial analysis to support organizational growth and decision-making.
Overview
10
10
years of professional experience
Work History
Finance Manager
Optimi Workplace | Education Sector
Johannesburg
03.2023 - Current
- Management Accounts & Reporting: Prepare and review monthly management accounts and profit and loss statements for strategic decision-making.
- Budgeting & Forecasting: Contribute to annual budget preparation, monitor financial performance, and adjust forecasts as needed.
- Month-End & Reconciliations: Process month-end accruals, provision journals, and conduct balance sheet reconciliations, ensuring compliance with IFRS.
- Financial Compliance & Tax: Prepare VAT & PAYE submissions & payments, tax reconciliations.
- Audit & Internal Controls: Prepare year-end audit files, support external auditors, and implement risk mitigation strategies.
- Cash Flow & Treasury Management: Manage monthly cash flow projections, oversee treasury functions including fleet and credit card management, and optimize financial resources.
- ERP Implementation: Utilize SAP & SAGE to streamline processes.
- Intercompany Reporting: Oversee intercompany financial processes and ensure accuracy in transactions.
- Team Leadership: Lead a team of 5 finance professionals, improving reporting accuracy and efficiency.
Finance Manager
Malose Telecoms
Johannesburg
02.2022 - 02.2023
- Financial Reporting & Compliance: Generated monthly management reports, ensuring accurate financial reporting in compliance with GAAP/IFRS.
- Bank & Account Reconciliations: Conducted bank, debtor, and creditor reconciliations, maintaining accuracy in financial records.
- Budget & Treasury Oversight: Provided administrative support for budget planning, managed treasury functions, and ensured efficient resource allocation.
- Fixed Asset & Intercompany Management: Maintained and updated the fixed asset register, reconciled intercompany accounts, and optimized asset tracking.
- Audit & Tax Compliance: Processed tax payments, prepared year-end audit files, and liaised with auditors to streamline compliance.
- Month-End Financials: Recorded month-end journal entries, accruals, and provisions to ensure financial accuracy.
- Strategic Financial Planning: Supported cash flow forecasting, ensuring the company’s financial sustainability.
Financial Accountant
Worley
Johannesburg
02.2018 - 01.2022
- Company Overview: Engineering
- Project Accounting: Handling budgeting, cost tracking, revenue recognition, and profitability analysis to ensure project financial health.
- Financial Reporting: Preparing cost and expense claims reports, ensuring transparency in financial performance.
- Intercompany Accounts: Managing intercompany transactions, reconciliations, and eliminations for accurate, consolidated reporting.
- VAT Calculations & Reconciliation: Ensuring accurate VAT computations and timely reconciliations for tax compliance.
- General Ledger & Account Reconciliation: Maintaining financial records by ensuring accurate reconciliations of key accounts.
- Fixed Assets Management: Tracking, depreciating, and reporting on fixed assets to ensure proper accounting treatment.
- Audit Preparation & Compliance: Assisting with internal and external audits, ensuring adherence to financial regulations.
Credit Assessor
African Bank
Midrand
07.2017 - 01.2018
- Company Overview: Banking
- Analyzed credit data and financial statements to assess risk in extending credit to customers.
- Evaluate customer records, and recommend payment plans and credit products.
- Ensuring that all credit applications adhere to the credit policy.
- Complete loan applications, including credit analysis, and summaries of loan requests.
Bank Reconciliation Clerk
LIBERTY
Johannesburg
02.2017 - 06.2017
- Company Overview: Financial services
- Investigating and resolving unallocated and unidentified deposits
- Analyzing deposit and payment transactions in the bank account and perform bank reconciliations
- Assist with investment of client deposits
Finance Trainee Manager (Creditors Clerk)
Boxer Superstores
Johannesburg
04.2016 - 01.2017
- Company Overview: Retail
- Received training across diverse store departments including Receiving and Dispatch, Service sectors, Administration, Front End operations, and Replenishment.
- Planning for seasonal in-store promotions.
- Capturing creditor invoices on Pastel and conducting creditor reconciliations.
- Preparing payments on a weekly, bi-weekly, and monthly basis.
- Solving creditor queries and inquiries on account balances.
- Reconciling creditors' accounts, journal entries.
- Petty cash functions.
- Conducted stock audits regularly.
Creditors Clerk
Elephas (PTY) LTD
Johannesburg
01.2015 - 12.2015
- Company Overview: IT
- Capture all invoices and credit notes from creditors
- Reconcile creditors' accounts and prepare payment on weekly and monthly basis
- Following up on queries and keeping accounts up to date
- Petty Cash maintenance and recon
Education
CIMA Professional Qualification - Operational Level
CIMA
BCOM Financial Management -
University of Pretoria
Matriculated -
John Ross College
Leadership And Team Management
Udemy
Skills
- Financial reporting and analysis, IFRS understanding, GL accounts reconciliation, audit preparation, regulatory compliance
- Budgeting, cash flow management, financial planning, cost management, performance analysis
- Tax planning, VAT calculations and reconciliation, EMP201, income tax compliance
- Risk management, internal controls, fraud prevention, compliance monitoring
- SAP, Oracle, SAGE Evolution, MS Excel, ChatGPT-4, financial modeling
- Project accounting, cost tracking, revenue recognition, variance analysis
- Stakeholder management, liaising, networking, relationship building
- Verbal communication, written communication, presentation skills
- Problem-solving, critical thinking, decision-making, strategic planning
- Organization skills, deadline-driven, adaptability, quick learner, attention to detail
Languages
- English
- Zulu
References
Available on request.
References
References available upon request.
Timeline
Finance Manager
Optimi Workplace | Education Sector
03.2023 - Current
Finance Manager
Malose Telecoms
02.2022 - 02.2023
Financial Accountant
Worley
02.2018 - 01.2022
Credit Assessor
African Bank
07.2017 - 01.2018
Bank Reconciliation Clerk
LIBERTY
02.2017 - 06.2017
Finance Trainee Manager (Creditors Clerk)
Boxer Superstores
04.2016 - 01.2017
Creditors Clerk
Elephas (PTY) LTD
01.2015 - 12.2015
CIMA Professional Qualification - Operational Level
CIMA
BCOM Financial Management -
University of Pretoria
Matriculated -
John Ross College
Leadership And Team Management
Udemy
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