Medium sized organisation in the Credit Risk Industry

Budgeting and Forecasting:

Implementing a budget module and rolling forecasting model to monitor profitability of the organisation.  Coaching senior management to take ownership of their division’s profitability and growth and using  their knowledge and experience to perfect the model which then became an invaluable tool to the company.

Consulting Business

Integrated Systems Implementation

 Successful implementation of an integrated Accounting and Timekeeping system within a consulting business where revenue is earned based on time logged. The system was enterprise wide and replaced the timekeeping system that they had been using for years.  Adopted a change management approach to gain acceptance of the new system.

TVET College  

Fixed Asset Register

Assisted the client with reconciliation of the Fixed Asset Register including application of the correct accounting policies and retrospective corrections.

Financial Accounting

Coaching and mentoring of the finance team and implementation of appropriate internal financial controls including month and year end processes.


Developed Reports within the ITS system including an Audit TB.

Annual Financial Statements

Drafted the Annual Financial Statement in accordance with SA GAAP.

Private Training and Recruitment Service Provider

Financial Management and Audit

Implementation of financial accounting processes, internal controls and preparation of management accounts across three branches. Identified areas for cost control and weaknesses in internal controls which could lead to fraud or error.  Co-ordinated the B-BBEE and Statutory Audits on an annual basis. Consult to the client to ensure that they maintain their Level 1 BEE rating.

Funeral Undertakers

Financial Management and Audit

 Successully assisted the client with completion of 3 years audits and enabled the client to save 60% on the audit fee. Implemented various other cost savings initiatives and implemented strategies to improve cash flow management and profitability; reporting and more efficient financial accounting practices. Currently assisting the client with their marketing strategies to generate new business. Assisted the Client with obtaining their B-BBEE Certificate.

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