Xero
Trust Ngwenya
Johannesburg
Summary
Experienced with financial analysis, risk management, and strategic planning. Utilizes these skills to enhance client profitability and operational efficiency. Strong understanding of industry trends and regulatory compliance, ensuring sound financial practices and long-term success.
Overview
5
5
years of professional experience
Work History
Financial Management Consultant
TJ Rasimeni Chartered Accountants
01.2025 - Current
- Managed relationships with external auditors ensuring a smooth audit process while maintaining high levels of compliance.
- Improved financial transparency with clear communication of complex information to non-financial stakeholders.
- Established robust internal controls, minimizing the risk of fraud and enhancing regulatory compliance.
- Prepared accurate forecasts for revenue streams enabling better-informed decisions about investments or expansion opportunities.
- Conducted periodic reviews of budgets versus actuals, identifying variances and initiating corrective actions as needed.
- Mentored junior team members by sharing knowledge on industry trends, technical skills, and best practices.
- Complied with established internal controls and policies.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Enhanced financial performance by implementing strategic plans and budgeting processes.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Supported financial director with special projects and additional job duties.
Trainee Accountant
TDRU Chartered Accountants and Registered Auditors
Johannesburg
02.2022 - 12.2024
- Responsible for accounting services and business consulting, day to day operations of the business and preparation of annual financial statements.
- Compiling the work in progress register
- Investment and fixed asset management
- Assist with the facilitation of implementation and operation of the Audit
- Assist with the facilitation of the audit action plan process.
- Assisting the Senior Financial Advisor and the director with board packs.
- Prepare monthly reconciliation employees from payroll to reporting system.
- Review of SARS reconciliations for employees of e-filing. (EMP201 & EMP501)
- Review of monthly reconciliations i.e. Creditors, petty cash, bank
- Ensure all transactions are captured and posted correct in the financial system.
- Manage all leases and contracts as per the contractual agreements.
- General management of General Ledger and Trial Balance
- Identify and document the classes of transactions, account balances and disclosures.
- Identify and document the correct accounting treatment and disclosure for each class of transaction, account balance and disclosure, and set up the financial systems accordingly.
- Identify and document the transaction recording and reporting internal controls for each class of transaction, account balance and disclosure, and set up the financial systems accordingly (This will include source document management and filing systems).
- Ensure that transactions are captured and reconciled daily to produce an online real time system that is always accurate and up to date in all respects.
- Ensure that staff are properly trained and managed in operating and maintaining the templates and methodology.
- Monthly financial reporting.
- Identify all the stakeholders and their information needs, to understand the reporting requirements that the information system has to satisfy.
- Assist with identification of all the regulatory reporting requirements and
- Budget utilization monitoring requirements.
- Design the chart of accounts to enable reporting that will meet the various requirements and set the financial system up accordingly.
- Design and implement a system to control the maintenance of the Chart of Accounts.
- Assist with setting up standard reporting and analysis templates to meet the needs of the various stakeholders for monthly and other regular interval reporting through system generated reports.
- Design and implement a system to deliver the required monthly and other regular reporting packs to the various stakeholders.
- Internet banking services. e.g. processing of payments Responsible for wide range of assignments ranging from External audit to corporate tax computations for entities across several industries.
- Preparation of the annual financial statements
- Integrated reporting –sustainability
- Performance of internal audit engagements
- Interpretation of AFS
- Preparation of reconciliations i.e. creditors, bank etc
- Asset management
- Supply chain compliance – processes followed by all relevant committees in issuing tenders.
- Conduct timely implementation of risk-based internal audits complying with annual audit plan.
- Assist on various audit projects and matters and ensure to have initial focus on revenue assurance.
- Conduct risk evaluation of assigned functional area or department in established timeframe.
- Implement internal audit tasks in areas of risk management and audit tasks in areas of risk management and internal control. Perform all assigned audit assignment at financial, operational and administrative processes and systems.
- Evaluate internal audit suitability, efficiency, cost-effectiveness and internal controls effectiveness.
- Identify level of conformance with established rules, regulations, policies and procedures.
- Examine validity and reliability of financial, accounting and other data and report any deviations.
- Participate in audit engagement planning, reporting, scoping, execution and follow-up as defined.
- Study and learn company policy and procedures.
- Evaluate comprehensive business processes and transactions to analyze productiveness of controls and risk alleviation.
- Identify internal audit control environment enhancement opportunities.
- Conduct testing adhering with accreditation and varied regulatory requirements.
- Support development of internal audit programs for operational audits and special reviews etc.
Consultant-Asset Management
Bonakude
Johannesburg
01.2021 - 12.2021
- Compiling the Work in Progress, Fixed Asset, and Investment Property registers.
- Accounting for depreciation on all the assets in the fixed asset register and disposal of assets.
- Transfer of completed assets from the work in progress register to fixed asset register, calculating the respective useful lives and the reassessment thereof.
- Verification and impairment of assets.
Education
Financial Planning & Analysis Professional -
Corporate Finance Institute
05-2026
Advanced Diploma in Accounting Sciences - undefined
University of South Africa
11-2020
Bachelor of Accounting (Honours) -
University of Namibia
12-2014
Skills
Advanced Excel
Internal controls
Cost accounting
Variance analysis
Budget development
Financial analysis and reporting
Financial reporting
Software
Quick Books
Sage
Net suite
Case ware
Draft worx
Team Mate
Timeline
Financial Management Consultant
TJ Rasimeni Chartered Accountants
01.2025 - Current
Trainee Accountant
TDRU Chartered Accountants and Registered Auditors
02.2022 - 12.2024
Consultant-Asset Management
Bonakude
01.2021 - 12.2021
Advanced Diploma in Accounting Sciences - undefined
University of South Africa
Financial Planning & Analysis Professional -
Corporate Finance Institute
Bachelor of Accounting (Honours) -
University of Namibia