Summary
Overview
Work History
Education
Skills
Academic Qualifications
Specialties
Tax Practitioner Duties
Passport
Contact Details
Physical Address
References
Personal Information
Timeline
Hi, I’m

Phumzile Valentia Zulu

Financial Accountant
Nelspruit
Phumzile Valentia Zulu

Summary

Phumzile Zulu is a dedicated and self-driven professional with a strong work ethic and adaptability. Thrives under pressure and excels in building relationships with people at all levels. Passionate about accounting with valuable experience in Auditing and Taxation, showcasing ability to quickly learn and perform at the highest level. Holds an ICB National Diploma in Technical Financial Accounting NQF Level 5, an ICB National Diploma NQF Level 6 as a Certified Financial Accountant, and a Master\'s Degree in Business Administration (MBA) NQF Level 9 from Unicaf University Zambia. Currently expanding knowledge by studying for a Diploma in Law with UNISA and Municipal Finance and Administration with the Institute of Business Management of South Africa. Phumzile is a Registered business accountant in practice with CIBA,has been a member since 2016, she is qualified to serve as an Accounting Officer for various acts. Expertise in individual and company taxation, payroll management, bookkeeping, and the preparation of annual financial statements. as a member of Accounting controlling body CIBA as a Financial Accountant and Business Accountant in Practice demonstrate commitment to staying updated on accounting laws and standards through Continuous Professional Development (CPD) programs offered by Sait, Accounting Academy, and SAIBA Academy. Confident in ability to contribute capabilities and innovative ideas within a business industry setting, while remaining eager to expand knowledge further.

Overview

15
years of professional experience
4051
years of post-secondary education
3
Languages

Work History

NKOSI & PARTNERS

Junior Accountant
06.2012 - 12.2013

Job overview

  • Company Overview: Registered Auditors, business consultants & Tax Advisors
  • During my stay with the above-mentioned company, I was promoted to Bookkeepers Team Leader with 5 staff members reporting under me
  • Maintaining General Ledger for companies
  • Responsible for monthly payroll, schedules, reconciliations and EMP201 submissions
  • Assist with payroll & leave administration
  • Bi-annual / annual EMP501 reconciliations of the company
  • Processing and reconciling company bank statements, debtors, and creditors
  • Reviewing/updating monthly creditors, reconciliation and payment list
  • Maintaining and updating fixed asset register for all assets
  • VAT calculations and VAT 201 submissions
  • Compiling and preparing monthly management accounts/reports for review by management and reporting thereof
  • Assist in the preparation of presentation reports for directors' and shareholders' meetings
  • Responsible for assisting with stock control and annual stock take
  • Petty Cash reconciliations and managing thereof
  • Assist with Cash Flow forecasting and schedules when needed
  • Assist with budget preparations
  • Ensure quality control & integrity of all financial transactions, compliance, and financial reporting
  • Assistance with annual audit preparation, schedules, and queries from external auditors
  • Draw up Annual Financial statements (AFS)
  • Draw up Interim Financial Statements (IFS)
  • Any duties that require assistance
  • Registered Auditors, business consultants & Tax Advisors
  • Reporting To: Mr
  • M.L
  • Nkosi (MD)
  • Reason for leaving: Contract ended
  • Contact Office: 013 612 0703
  • Manager: 083 774 6667

WORK FORCE GROUP SOLUTION

Waitress
06.2010 - 07.2010

Job overview

  • Provided service to VIP guests during the 2010 World Cup.

Kimsons Technologies

Receptionist
01.2011 - 05.2012

Job overview

  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Responded to inquiries from callers seeking information.
  • Resolved customer problems and complaints.
  • Confirmed appointments, communicated with clients, and updated client records.
  • Answered phone promptly and directed incoming calls to correct offices.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Handled cash transactions and maintained sales and payments records accurately.
  • Corresponded with clients through email, telephone, or postal mail.
  • Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
  • Provided administrative support to staff members by handling correspondence, filing documents, and managing office supplies inventory.

Nkosi Group Holdings (Pty)Ltd

Financial Accountant
04.2014 - Current

Job overview

  • Handled day-to-day accounting processes to drive financial accuracy.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Gathered financial information, prepared documents, and closed books.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Used advanced software to prepare documents, reports, and presentations.
  • Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
  • Improved cash flow management with timely invoicing and efficient collections practices.
  • Managed relationships with external auditors effectively ensuring positive outcomes during annual audits.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Managed tax compliance tasks, filing accurate returns on time to avoid penalties or interest charges.
  • Assisted in annual audit preparations, ensuring a smooth process with no major discrepancies found.
  • Assisted in the successful integration of acquired businesses'' financial systems into existing platforms during mergers and acquisitions.
  • Increased financial accuracy by streamlining the accounts receivable and payable processes.
  • Organized budget documentation and tracked expenses to maintain tight business controls.
  • Maintained up-to-date knowledge of relevant accounting standards, ensuring full compliance with GAAP guidelines at all times.
  • Mentored junior staff members in accounting best practices, fostering talent development within the department.
  • Cooperated with senior leaders to create operating budgets and initiate financial planning.

Education

Newgate College
Gauteng

Grade 12 from IsiZulu 1st Language, English 2nd Language, Business Studies, Economics, Accounting, Life Orientation

Unigrad Lowveld Campus

National Diploma Technical Financial Accountant from ICB NQF L 5
02.2014

University Overview

Modules Covered: Bookkeeping to trial Balance, Financial statement, Business Literacy, SARS return and Payroll, SARS income tax, Business Law & Accounting control, Computerized bookkeeping (Pastel sage), Cost and Management Accounting

Unigrad Lowveld Campus

Financial Accountant from ICB NQF L 6
03.2018

University Overview

Modules Covered: Corporate Strategy, Management Accounting and control system, Financial Reporting, Research Theory

Unicaf University

Master Degree in Business Administration from NQFL:9

University Overview

Modules Completed: Induction Module, Financial and strategic Management, Strategic Development, Theories of Management, Introduction to Master Degree, Business functions and Procedures, Strategic Leaderships and Practice, Supply Chain and logistics, Professional Development, Research Management, Dissertation

UNISA

Diploma in Law from Law

Institute of Business Management of South Africa

Municipal Finance and Administration

Skills

Advance excel

Academic Qualifications

Newgate College, Grade 12, 2009, IsiZulu 1st Language, English 2nd Language, Business Studies, Economics, Accounting, Life Orientation, Unigrad Lowveld Campus, (ICB) NQF L 5 National Diploma Technical Financial Accountant, Bookkeeping to trial Balance, Financial statement, Business Literacy, SARS return and Payroll, SARS income tax, Business Law & Accounting control, Computerized bookkeeping (Pastel sage), Cost and Management Accounting, Unigrad Lowveld Campus, (ICB) NQF L 6 Financial Accountant, Corporate Strategy, Management Accounting and control system, Financial Reporting, Research Theory, Unicaf University (ZM), Master Degree in Business Administration (NQFL:9), Induction Module, Financial and strategic Management, Strategic Development, Theories of Management, Introduction to Master Degree, Business functions and Procedures, Strategic Leaderships and Practice, Supply Chain and logistics, Professional Development, Research Management, Dissertation

Specialties

  • SARS Tax Practitioner, Admitted as Tax Administrator and tax practitioner by SAICA in year 2019, AT(SA) SAICA Membership Number: 30690228
  • Business Accountant in Practice, Admitted as BAP(SA) by SAIBA, Membership number 4816 in year 2016

Tax Practitioner Duties

  • Dealing with SARS individuals & companies’ tax and VAT related issues for clients
  • Account reconciliation
  • Investigating variances
  • Draw up Annual Financial statements (AFS)
  • Draw up Interim Financial Statements (IFS)
  • Preparing tax payment
  • Assist with external audits process
  • Dealing with SARS e-filing
  • Handling SARS Audit presenting taxpayer as Tax Practitioner
  • Cash Flow Projections
  • Commissioner of Oaths
  • Bookkeeping Team Leader

Accounting Officer for Close Corporations

Passport

RSA passport

Contact Details

0671121964 0728983773, Phumzilevalentia8@gmail.com, P_phumzile@yahoo.com

Physical Address

6C Sheppard Street, Nelspruit, Mpumalanga, 1200

References

Mandla Nkosi Mentor 

Contact: 0837746667

Director at Nkosi and Partners 

Personal Information

  • ID Number: 9202150735085
  • Date of Birth: 02/15/92
  • Gender: Female
  • Nationality: South African
  • Driving License: Drivers license code 08
  • Marital Status: Single

Timeline

Financial Accountant

Nkosi Group Holdings (Pty)Ltd
04.2014 - Current

Junior Accountant

NKOSI & PARTNERS
06.2012 - 12.2013

Receptionist

Kimsons Technologies
01.2011 - 05.2012

Waitress

WORK FORCE GROUP SOLUTION
06.2010 - 07.2010

Unicaf University

Master Degree in Business Administration from NQFL:9

Newgate College

Grade 12 from IsiZulu 1st Language, English 2nd Language, Business Studies, Economics, Accounting, Life Orientation
1 2009

Unigrad Lowveld Campus

National Diploma Technical Financial Accountant from ICB NQF L 5

Unigrad Lowveld Campus

Financial Accountant from ICB NQF L 6

UNISA

Diploma in Law from Law
Current

Institute of Business Management of South Africa

Municipal Finance and Administration
Current
Phumzile Valentia ZuluFinancial Accountant