Summary
Overview
Work History
Education
Skills
Timeline
Generic
Sadhna Gopi

Sadhna Gopi

Reporting Specialist
Johannesburg

Summary

Professional with deep expertise in data analysis and reporting, ready to excel in this role. Highly skilled in data visualization, and Excel, with strong focus on team collaboration and delivering results. Known for adaptability and reliability, ensuring effective communication and seamless integration with changing needs.

Overview

22
22
years of professional experience

Work History

Reporting Specialist

Infinitus Reporting Solutions
10.2017 - Current
  • Led the design and automation of clients’ financial and non-financial reporting processes using advanced Excel and Finnivo software, resulting in streamlined, scalable solutions.
  • Acted as the primary consultant and advisor to clients, providing best-practice reporting designs and recommending improvements tailored to business needs.
  • Managed implementation projects using Avaza, overseeing scope, timelines, resourcing, and client communication.
  • Delivered end-to-end support and application maintenance via Zoho Support Desk, ensuring timely issue resolution and high client satisfaction.
  • Trained client users on Finnivo software, enabling confident, independent use of the platform.
  • Identified and scoped opportunities to expand client applications by recommending additional financial processes for automation, supporting client growth and retention.
  • Prepared project cost estimates and implementation plans to support client decision-making.
  • Conducted internal training sessions to upskill new and existing team members on software functionality and client service best practices.
  • Collaborated with developers and technical teams to log, test, and resolve software bugs, and to recommend feature enhancements based on client feedback.
  • Represented client service insights in management committee (manco) meetings, contributing to strategic discussions on product and service development.
  • Led and mentored a team of consultants, driving execution quality and team development.

Financial Accountant

Zendai Group
05.2015 - 09.2017
  • Improved cash flow management with timely invoicing and efficient collections practices.
  • Managed relationships with external auditors effectively ensuring positive outcomes during annual audits.
  • Input financial data and produced reports using [Syspro].
  • Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
  • Managed tax compliance tasks, filing accurate returns on time to avoid penalties or interest charges.
  • Cooperated with senior leaders to create operating budgets and initiate financial planning.

Financial Manager

Eqstra Fleet Management
12.2012 - 12.2014
  • Optimized cash flow management strategies, ensuring sufficient funds were available for daily operations while maximizing returns on idle cash balances.
  • Enhanced financial reporting accuracy through regular audits and reconciliations, leading to improved decision-making capabilities.
  • Contributed to effective hiring process by interviewing applicants and making recommendations for best candidate to leadership.
  • Developed annual budgets in collaboration with financial director.
  • Analyzed budgets, financial reports, and projections for accurate reporting of financial standing.
  • Drafted reports for leadership for use in strategic planning and decision making.
  • Oversaw administrative staffing by recruiting, interviewing and onboarding new personnel.

AECI

Treasury Accountant
11.2010 - 12.2012
  • Managed the full treasury function for the group, overseeing daily cash management, forecasting, and optimizing liquidity across multiple entities.
  • Oversaw group-wide banking relationships and ensured compliance with treasury policies, controls, and reporting standards.
  • Provided treasury reporting and insights to senior management to support strategic decision-making.
  • Played a key role in automation of treasury processes and improving the accuracy and timeliness of reporting [Sunguard Treasury Software].

Financial Manager

Call Mobility
02.2009 - 11.2010
  • Optimized cash flow management strategies, ensuring sufficient funds were available for daily operations while maximizing returns on idle cash balances.
  • Enhanced financial reporting accuracy through regular audits and reconciliations, leading to improved decision-making capabilities.
  • Prepared comprehensive financial statements for executive review, aiding in effective decision-making processes regarding growth opportunities and resource allocation.
  • Analyzed budgets, financial reports, and projections for accurate reporting of financial standing.
  • Drafted reports for leadership for use in strategic planning and decision making.
  • Oversaw administrative staffing by recruiting, interviewing and onboarding new personnel.
  • Developed and presented financial data, financial statements and variance narratives to Board of Directors.

Accountant

Financial Manager
07.2006 - 10.2010
  • 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.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
  • Maintained accurate records of fixed assets, including acquisition costs, depreciation schedules, and current values for insurance purposes.
  • Streamlined month-end closing processes, resulting in reduced time spent on financial reporting tasks.
  • Collaborated with external auditors during the annual audit process to provide necessary documentation and address any concerns or findings promptly.
  • Facilitated smoother audit processes by maintaining organized and comprehensive financial documentation.

SAICA Articles Clerk

Shabir Goga Incorporated
01.2003 - 12.2005
  • Maintained filing system and organized customer documents for easy retrieval of information.
  • Enhanced office organization with regular maintenance of files, records, and supplies inventory.
  • Utilized strong multitasking skills to manage multiple priorities and tasks, ensuring timely completion of each assignment.
  • Supported administrative staff with timely completion of daily tasks, ensuring smooth office operations.
  • Provided quality clerical support through data entry, document management, email correspondence, and overseeing operation of office equipment.
  • Maintained confidentiality of sensitive information, adhering strictly to privacy policies.

Education

CIMA Dip MA - Management Accounting

CIMA
Distance Learning
04.2001 -

B.Compt - Auditing And Accounting

Unisa
Pretoria, South Africa
04.2001 -

Skills

Microsoft Excel

Timeline

Reporting Specialist

Infinitus Reporting Solutions
10.2017 - Current

Financial Accountant

Zendai Group
05.2015 - 09.2017

Financial Manager

Eqstra Fleet Management
12.2012 - 12.2014

AECI

Treasury Accountant
11.2010 - 12.2012

Financial Manager

Call Mobility
02.2009 - 11.2010

Accountant

Financial Manager
07.2006 - 10.2010

SAICA Articles Clerk

Shabir Goga Incorporated
01.2003 - 12.2005

CIMA Dip MA - Management Accounting

CIMA
04.2001 -

B.Compt - Auditing And Accounting

Unisa
04.2001 -

Similar Profiles

CREATE PROFILE
Sadhna GopiReporting Specialist