Tracy Lauryn Simonsen
Midrand
Summary
I am a motivated and adaptable professional committed to contributing to your company's success. With a strong work ethic and a willingness to learn, I am eager to leverage my existing knowledge and skills while continuously acquiring new ones to excel in your dynamic work environment.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Manager
Nkhophele Holdings (Pty) Ltd
Centurion
01.2025 - Current
-Bookkeeping (Posting of invoices, bank statements & reconciliations)
-Compiling of monthly management statements
-Compiling and maintaining asset registry
-Compiling annual cash flow forecasts
-Compiling monthly budgets
-Maintenance of debtors & creditors accounts
-Follow up on overdue debtors accounts
-Review & processing of supplier payments
-Monthly payroll processing
-Preparation & submission of all tax returns (EMP201's, EMP501's, VAT, Provisional tax, Income Tax)
-Generate customer invoices & statements
-Compilation of internal annual financial statements
-Assist with drafting the company's financial policies and systems
SAICA Trainee (Articles not completed)
NHC Chartered Accountants and Auditors
Louis Trichardt
08.2021 - 12.2024
-Annual Financial Statements Compilation for Sole Proprietors, Company's, CC's & Trusts using Draftworx
-Audit of Financial Statements
-Income tax return calculations & submissions for individuals, sole proprietors, company's, CC's and Trusts
-Income tax reviews & audits from SARS
-Dividends tax calculations & submissions
-VAT calculations & submissions
-VAT Reviews & Audits from SARS
-EMP201 calculations & submissions
-Provisional tax calculations & submissions
-EMP501 reconciliations & submissions
-Income tax disputes
-UIF submissions
-COIDA registrations, calculations & submissions
-Monthly payroll processing with VIP payroll & Intercode
-Sage 50c pastel partner posting
-Online Sage Accounting posting
-Assistance with year-end stock take
-Cash Flow Projections
Admin Assistant & Receptionist
Timbercity (now called TimBuild)
Louis Trichardt
01.2019 - 07.2021
-Managing switchboard
-Managing reception area
-Customer Quotations
-Assisting HR & Accounts with admin
-Filing
-Sales
-Stock take data capturing
-Processing & Invoicing customer sales
Etc
Education
High School Diploma -
Ridgeway College
Louis Trichardt12-2018
Bachelor of Science - Financial Accounting (Still enrolled)
UNISA
JoburgSome College (No Degree) - Short Course In Fundamental Accounting
UNISA
JoburgSkills
- Customer Service
- Flexible
- Reliable
- Hardworking
- Able to work within a diverse team
- Excellent written & spoken English skills
- Capable of remaining calm in a stressful work environment
- Eager to learn new skills
- Fast Learner
- Computer literate
- Patient
- Effective listener & communicator
Certification
- Udemy - Budgets, Cashflow Forecasting and Management Accounts
- PMADS Holdings (Pty) Ltd - FA1 - First Aider Level 1 and CPR
- Sage University - Sage 50c Pastel Partner
- Xero Advisor Certified
- SAICA - CA2025 Upskilling
- learnTEFL - 150 Hour TEFL Course
References
- Mazhar Goolam (Timbercity / Timbuild) - 076 430 8980
- Elanie Havinga (NHC Chartered Accountants & Auditors) - 082 388 2144
Timeline
Financial Manager
Nkhophele Holdings (Pty) Ltd
01.2025 - Current
SAICA Trainee (Articles not completed)
NHC Chartered Accountants and Auditors
08.2021 - 12.2024
Admin Assistant & Receptionist
Timbercity (now called TimBuild)
01.2019 - 07.2021
High School Diploma -
Ridgeway College
Bachelor of Science - Financial Accounting (Still enrolled)
UNISA
Some College (No Degree) - Short Course In Fundamental Accounting
UNISA