About
Highly accomplished Financial Operations and Reconciliation Specialist with over 8 years of progressive experience in managing complex financial accounts, optimizing processes, and ensuring regulatory compliance. Proven leader in driving operational efficiency, implementing change management initiatives, and leveraging data analytics to deliver impactful financial insights. Adept at fostering cross-functional collaboration to achieve strategic business objectives and mitigate risk.
Work
SBV
|Balancing and Reconciliation Officer (Grade 8 – HOD Level)
Port Shepstone, KwaZulu-Natal, South Africa
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Summary
Led end-to-end financial reconciliation and cash balancing operations for General Ledger accounts across multiple banks, ensuring regulatory compliance and data integrity.
Highlights
Spearheaded daily reconciliation of multi-bank General Ledger (GL) accounts, ensuring 100% alignment of financial records and maintaining stringent data integrity across diverse systems.
Managed end-to-end reconciliation processes, consistently achieving compliance with Standard Operating Procedures (SOPs) and Service Level Agreements (SLAs) to minimize discrepancies.
Drove process improvements through cross-functional collaboration, leveraging Excel for data analysis and PowerPoint for presentations, resulting in enhanced stakeholder alignment and operational efficiency.
Investigated and resolved complex unreconciled items, discrepancies, and operational differences, consistently meeting designated timeframes and reducing financial exposure.
Prepared and submitted Certificates of Balance in strict adherence to Delegation of Authority protocols, ensuring 100% audit-readiness and compliance.
Analyzed and reported on South African Reserve Bank (SARB) discrepancies using the Difference Management System, identifying root causes and implementing corrective actions to prevent recurrence.
Led change management initiatives for updated reconciliation protocols, successfully driving adoption across teams and fostering a high-performance culture through comprehensive training and support.
SBV
|Acting Head of Shared Services
Port Shepstone, KwaZulu-Natal, South Africa
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Summary
Directed Wholesale and Retail operations, optimizing workflows and capacity reporting to enhance performance insights and management decision-making.
Highlights
Directed Wholesale and Retail operations, improving workflow efficiency and optimizing capacity reporting for enhanced operational oversight.
Utilized Excel for in-depth workflow analysis and capacity tracking, presenting key performance insights to management via PowerPoint to inform strategic decisions.
SBV
|Acting Head of Administration
Port Shepstone, KwaZulu-Natal, South Africa
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Summary
Provided leadership and oversight for the administration department, managing resources and ensuring efficient daily operations and compliance.
Highlights
Oversaw daily operations and provided leadership to the administration department, ensuring high levels of efficiency and productivity.
Managed departmental resources, procurement, and budgeting, optimizing allocation to support administrative functions.
Implemented and monitored compliance with organizational policies and procedures, ensuring adherence and mitigating risks.
Coordinated interdepartmental communication and supported strategic planning initiatives, enhancing cross-functional collaboration.
SBV
|Client Liaison Officer (CLO)
Port Shepstone, KwaZulu-Natal, South Africa
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Summary
Managed key client relationships, ensuring effective communication, resolving issues, and streamlining client service workflows for operational efficiency.
Highlights
Managed key client relationships, ensuring effective communication and timely issue resolution to maintain high client satisfaction.
Streamlined client service workflows and proactively addressed risks, significantly contributing to overall operational efficiency.
SBV
|Quality & Loss Officer
Port Shepstone, KwaZulu-Natal, South Africa
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Summary
Conducted root cause analysis and audits to identify process failures, recommend improvements, and reduce operational losses.
Highlights
Performed comprehensive root cause analysis on process failures, recommending and implementing improvements that reduced operational inefficiencies.
Conducted time and motion studies to evaluate task efficiency, identifying key areas for operational enhancement and cost savings.
Executed rigorous quality checks and audits, leading to a measurable reduction in operational losses.
Analyzed South African Reserve Bank (SARB) audit results, presenting actionable findings to management to ensure compliance and improve processes.
Education
Boston City Campus Port Shepstone
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Higher Certificate
Business Management (Currently pursuing B. Comm)
Courses
Business Management
Entrepreneurship
Accounting Practice
Industrial Psychology
Commercial Law
Languages
English
Skills
Client Relations
Client Relationship Management, Issue Resolution, Client Service Workflow Optimization.
Financial Management
General Ledger Reconciliation, Cash Balancing, Financial Record Alignment, SARB Discrepancy Analysis, Audit Preparation, Certificates of Balance.
Operations Management
Process Improvement, Operational Efficiency, Workflow Analysis, Capacity Reporting, SOPs, SLAs, Time & Motion Studies, Quality Assurance, Loss Reduction.
Compliance & Risk Management
Policy & Procedure Enforcement, Regulatory Compliance, Discrepancy Resolution, Root Cause Analysis, Risk Mitigation, Audit Findings Analysis, ESG Reporting.
Leadership & Management
Team Leadership, Change Management, Stakeholder Engagement, Cross-functional Collaboration, Performance Management, Resource Management, Budgeting.
Data & Reporting
Data Analysis (Excel), Performance Insights, System Reporting, Presentation (PowerPoint), Difference Management System.
References
Zandile Ngobese (Head of Department - Wholesale)
Contact information available upon request.
Gladness Mnisi (Head of Department - Retail)
Contact information available upon request.
Hendrik Smith (Manager)
Contact information available upon request.