Corne Botha
Huntersville,NC
Summary
Qualified Cost and Management Accounting and Financial Manager trained in financial processes and recordkeeping. Demonstrates attention to detail and problem-solving abilities spotting and resolving discrepancies. Focused on completing accurate and timely work. Enjoy challenges, ability to perform under pressure. Excellent problem finding and solving skills. Proven ability to manage a team. Taking initiative and enthusiastic approach makes me a strong leader and good team player.
Overview
14
14
years of professional experience
Work History
FINANCIAL PARAPLANNER
Passport Wealth Management
10.2020 - 05.2023
- Examine tax return and records to collect important details
- Prepare supporting tax documents for current year tax submission
- Review client property and casualty insurance and connecting with insurance agents
- Attended training courses to further knowledge and maximize understanding of current trends and strategies in financial planning.
- Completed research into complex financial topics.
- Checked figures, postings and documents for correct entry, mathematical accuracy and proper codes.
- Operated computers programmed with accounting software to record, store and analyze information.
- Trained new employees in processes and procedures for institution, answering questions and providing guidance.
- Skilled at working independently and collaboratively in team environment.
- Self-motivated, with strong sense of personal responsibility.
FINANCIAL MANAGER
Richards Bay Property Trust
01.2015 - 05.2019
- Developed annual budgets.
- Used Pastel to manage employee payroll and benefits such as Retirement fund
- Analyzed budgets, financial reports and projections for accurate reporting of financial standing.
- Created and implemented effective accounting systems, best practices and policies.
- Generated revenue and reduced costs by recommending innovative alternatives, reduced staff and consolidated responsibility
- Contributed to effective hiring process by interviewing applicants and making recommendations for best candidate to leadership.
- Created year-end audit book for CPA firm to control and reduce audit costs.
- Oversaw administrative staffing by recruiting, interviewing and onboarding new personnel.
- Developed and implemented client payment requirements, bad debts were decreased in first 2 years as debt collection policy was reviewed bio-weekly.
FINANCIAL ACCOUNTANT
BSI Steel
01.2012 - 12.2014
- Reported financial data and updated financial records in ledgers and journals.
- Investigated daily variances and corrected errors to resolve discrepancies.
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Organized budget documentation and tracked expenses to maintain tight business controls.
- Enhanced customer satisfaction by uncovering and correcting outstanding financial problems and account errors.
- Mitigated impacts on financial accounting and business operations by working proactively to identify and resolve strategic concerns.
- Debtors controlling and collection
- Checked and controlled creditors
AUDIT MANAGER
Villet And De Wet, CA
01.2009 - 10.2011
- Draft financial statement for CA signature
- Prepare tax calculation and tax return
- Prepared working papers, reports and supporting documentation for audit findings.
- Facilitated audits and prepared detailed reports on findings.
- Analyzed accounting systems for efficiency and effectiveness.
- Provided journal entries and performed accounting on accrual basis.
- Trained new employees on accounting principles and company procedures
- Reviewed staff monthly processing and confirm debtors, creditors and bank have been reconciled
Education
Paraplanner
KAPLAN
09.2021
Bachelor of Science - Accounting And Finance
UNISA
South Africa11.2011
Financial Management
BOLAND COLLEGE, South Africa
Stellenbosch05.2007
Skills
- Proficient in: Pastel, IQ and AX; Pastel Payroll, Word, Excel, Salesforce, RightCapital and Holistiplan
- Team player, great leader and trainer
- Quick to master new concepts, system, and skills
- Organized, reliable and resourceful
- Great under pressure and good at sticking to deadlines
Timeline
FINANCIAL PARAPLANNER
Passport Wealth Management
10.2020 - 05.2023
FINANCIAL MANAGER
Richards Bay Property Trust
01.2015 - 05.2019
FINANCIAL ACCOUNTANT
BSI Steel
01.2012 - 12.2014
AUDIT MANAGER
Villet And De Wet, CA
01.2009 - 10.2011
Paraplanner
KAPLAN
Bachelor of Science - Accounting And Finance
UNISA
Financial Management
BOLAND COLLEGE, South Africa
Similar Profiles
Sidharth NavarkheleSidharth Navarkhele
Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )
Janhavi YADAVJanhavi YADAV
Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)
Kalpesh KhatavkarKalpesh Khatavkar
Business Analyst Manager at Nuvama Wealth formerly known as Edelweiss Wealth ManagementBusiness Analyst Manager at Nuvama Wealth formerly known as Edelweiss Wealth Management
Jarrai JallowJarrai Jallow
Registered Nurse at Carolinas Medical Center - Dickson, Cardiac ICURegistered Nurse at Carolinas Medical Center - Dickson, Cardiac ICU
Sam CarlisleSam Carlisle
Truck Area Manager at Enterprise MobilityTruck Area Manager at Enterprise Mobility