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Work Background
Accountant
Protea FinancialAccountant
May. 2025 - Oct. 2025United StatesServed in a fully remote role as a financial accountant with Protea Financial, a California-based firm specialising in accounting services for the winery industry. - Manage full-cycle accounts payable and receivable, including processing via Bill.com and QuickBooks Online, preparing payment requests to ensure timely vendor payments - Perform inventory reconciliations, addressing discrepancies between physical counts, system records, and sales data across multiple platforms, requiring detailed investigation and resolution as part of month-end close - Complete month-end processes, including balance sheet reconciliations, tie-backs to the profit and loss statement and preparation of key journals - Prepare and present key financial reports to clients, including sales reports, AR/AP summaries and direct-to-consumer (DTC) sales reconciliations
Accountant
MOORE StellenboschAccountant
Apr. 2024 - Mar. 2025South AfricaExternal Audit Experience - Planned and scoped external audits by defining objectives and identifying key areas of focus - Utilised statistical and judgmental sampling techniques to select and test transactions - Conducted substantive testing and analytical procedures to validate financial data accuracy - Stayed current with IFRS for SMEs, IRBA standards, and SARS regulations to ensure compliance - Ensured audit documentation was thorough, accurate, and compliant with established standards - Managed deadline-driven audits and provided guidance to junior audit staff - Managed individual productivity and budgets (include completion of timesheets) Internal Audit Experience - Conducted risk assessments to identify financial, operational, and compliance risks and recommended solutions. - Evaluated internal controls and recommended risk mitigation strategies. - Assessed the effectiveness of risk management processes and provided feedback. - Performed operational audits to evaluate and improve business process efficiency.
Trainee Accountant
The Finance ManTrainee Accountant
Mar. 2021 - Feb. 2024Accounting & Taxation Experience - Managed a diverse client portfolio on the accounting platform Xero - Handled client requests promptly and accurately - Reconciled accounts on a monthly basis - Prepared annual trial balances, balance sheets, income statements and cash flow statements - Managed tax reconciliations for sole proprietors, trusts and companies - Handled VAT, Income Tax, Provisional Tax and Dividend tax retuns - Addressed ad hoc SARS matters - Compiled unaudited annual financial statements following IFRS for SMEs - Perform independent review engagements in accordance with the review standard (ISRE2400) - Assisted in preparing capital budgets, standard costing and forecasting reports - Assisted in preparing valuation reports for companies - Extensive accounting experience: cash book, general ledger, journal entries and reconciliations - Client consultations - Trained and mentored junior trainees
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