Microsoft Office 365
Sanelisiwe Mgobozi
Operational Analyst
Cape Town
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
4
4
years of professional experience
3
3
Languages
Work History
Key Account and Operational Support
TRAFICC
Cape Town
05.2022 - Current
- Forecasting of existing and new business
- Project plan implementation, monitoring and creation of reports to Steerco
- Drafting of agreements, policy wordings and customer facing documentation
- Establish, document, implement, train and continuous monitoring of the effectiveness of workflows, processes, internal controls and timelines across stakeholders and various departments
- Update and keep track of stakeholder business contract renewals and negotiate new rates
- Conduct periodic meetings with stakeholders to address operational matters
- Use data to identify, solve problems prevent and mitigate business operational risks.
- Building and compiling of various reporting tools and dashboards.
- Perform data analysis to advise middle management on findings and various courses they can take to address the problem.
- Write reports for managers to look over the findings and recommendations.
- Prepare due diligence packs for internal and external stakeholders
- Perform audits on external stakeholder repots such as premium bordereaux and claim reports
- Keep track and update premium payments and claims as per premium bordereaux and proof of payments.
- Monthly preparation of management accounts such income statements and balance sheets in line with IFRIS17 in local foreign currency using the forex rate.
- Perform weekly and monthly reconciliations of various financial reports, such as Statement of accounts to Management accounts
- Perform system testing and exception reporting
- Project lead or manage operational projects
- Perform ad hoc tasks when requested.
Graduate Trainee
Engen Petroleum ltd
Cape Town
05.2020 - 05.2022
- Organized and maintained records.
- Worked under supervision of an operations manager to help plan and direct work of organization.
- Performed data clean up to ensure data accuracy for effective and efficient reporting
- Build various reporting dashboards using Ms Power Bi and Ms excel to present to internal and external stakeholders.
- Used SAP Bi to analyze sales, gross profits and track sites and product performance.
- Worked closely with operations manager to develop new processes and procedures to enhance operations.
- Engage with internal and external stakeholders business requirements to ensure compliance.
- Conducted monthly site visitation with operations manager to drive the business strategy and ensure compliance.
- Worked in various departments to gain hands-on experience.
- Performed administrative duties such as setting up meetings, recording minutes and tracking action items.
- Performed project administrative duties such as payment vetting for suppliers, tracking project action items, collection, and consolidation of data.
- Performed ad hoc requests.
Data Management Intern
Maitland Group
Cape Town
12.2019 - 05.2020
- Instrument funds setup team)
- Extracted data from the instrument fund setup database
- Compared and analyzed data from JSE (STRATE) with instruments on our system such as NXM 2.6 and NXM MMI
- Analyzed data in Ms Excel using various analyzing methods to ensure that the data is accurate and compiles with the laws and regulations of financial markets
- Investigated and reported on data that does not match with the data that is on STRATE
- Updated data such as Country codes to meet compliance standards of ISO
- Prepared intersystem reconciliations for funds to ensure that client information is accurate and the data that is on our systems matches with what the client has.
- Updated money market instruments and bonds on NXM 2.6, NXM MMI and Invest one platform
- Created and updated bonds on Broadridge (security master), NXM 2.6, MMI and Invest one using besa bonds data and listing notices from clients
- Performed interest rates calculations for money market instruments using JIBAR and spread
- Created foreign equites from security master.
Investment Fund Administrator
Old Mutual, Old
11.2018 - 11.2019
- Performed portfolio administrative duties
- Initiated and processed disinvestment requests from clients and financial advisors.
- Initiated and processed lump sum injections
- Initiated and processed switches on funds
- Processed fund cancellations.
- Provided product guidance.
- Arranged arrears collection on risk and investment policies.
- Assisted with resolving customer queries.
- Conducted FICA and FATCA checks on customers to ensure compliance upon processing a disinvestment or lump sum injection.
- Assisted with capturing of non-Financials such as updating customer details e.g., updating banking details, residential address, debit order details, advisor details and sending requested documents such as tax certificates, portfolio statements to customers.
- Performed CGT calculations for customers.
- Reached and exceeded set targets of cases to be done daily.
Education
NHC Data Analytics -
Graduate Institute of South Africa
Citizen Analytics level - undefined
B.Tech - Financial Information Systems
Cape Peninsula University of Technology
ND - Financial Information System
Cape Peninsula University of Technology
NHC Financial Information System - undefined
Cape Peninsula University of Technology
Cost Accounting 1 & 2, Internal Auditing 2, 3 & 4 - undefined
Matric - undefined
Khanyisa High School
Skills
Critical thinking skills
Problem solving
Operational policies and processes
Client delivery focusDesire to develop selfAdaptableFocus on qualityPay attention to detailComputer and system skills
Operational policies and processes
Accounting principles understanding
Interpersonal and relationship building
Communication skills
Account reconciliation
IFRS 4 and IFRS 17
Accomplishments
- Collaborated with team of 2 in the development of stop loss tracker.
- Used Microsoft Excel to develop premiums collected and paid database for financial accountants to use.
Software
Power Bi
SAP ERP
SAP BI Launch Pad
Bizagi
Bloomberg
Investone
Fund express
BISA Bond
Security master
NXM 26 & MMI
Silica
Pastel
Visual Basics
Timeline
Key Account and Operational Support
TRAFICC
05.2022 - Current
Graduate Trainee
Engen Petroleum ltd
05.2020 - 05.2022
Data Management Intern
Maitland Group
12.2019 - 05.2020
Investment Fund Administrator
Old Mutual, Old
11.2018 - 11.2019
NHC Data Analytics -
Graduate Institute of South Africa
Citizen Analytics level - undefined
B.Tech - Financial Information Systems
Cape Peninsula University of Technology
ND - Financial Information System
Cape Peninsula University of Technology
NHC Financial Information System - undefined
Cape Peninsula University of Technology
Cost Accounting 1 & 2, Internal Auditing 2, 3 & 4 - undefined
Matric - undefined
Khanyisa High School