
Timeline
About me
Accounting & Financial Management Leader | Expertise in Budgeting, Compliance, Trust Management, and Operational Efficiency | Proven Record in Driving Financial Excellence Across Diverse Sectors
Education

Camps bay high school
-High school diploma high school/secondary diplomas and certificates
Stellenbosch university
-Mdp management development nqf 6
Damelin
-Diploma financial management & accounting passed with distinction
Experience

Laird leatherware (pty) ltd
Jan 1984 - May 1989Bookkeeper
Irvin and johnson ltd
Jun 1989 - Apr 1992Senior accounts clerk
Sealink (division of smit pentow marine)
Aug 1992 - Mar 1996Accounts department controller
Autopage
Jul 1996 - Aug 1997Assistant to financial director
Alexander forbes
Aug 1998 - Mar 2000Assistant accountantManagement accounting function for 8 branches. Responsible for 6 acccounting staff. Ensuring efficient running of accounting operation.

Adp projects (pty) ltd
May 2000 - Mar 2001Accountant
Laird leatherware (pty) ltd
Apr 2001 - Jan 2002Contract accountant•Set up and implemented a computerised accounting system using Pastel V5.2, Excel, and MS Word.•Trained staff on the use of Pastel, Excel, and MS Word for efficient financial management.•Compiled a comprehensive procedures manual to standardise accounting practices.•Developed and implemented accounting procedures for daily processes, month-end and year-end activities, and data capturing.•Established clear guidelines for financial reports, filing systems, and deadline management.•Managed accounting processes up to balance sheet level.•Produced financial statements and audit reports for the years ending 1999, 2000, and 2001.•Created reports and schedules to support audits and ensure compliance.•Performed ad hoc accounting functions to address specific organisational needs. Show less

Cape chamber of commerce and industry
Feb 2002 - Mar 2011•Oversaw financial management, including the full finance function and ensuring efficient operations of the accounts department.•Managed and supervised six staff members across creditors, debtors, and other accounting functions.•Prepared monthly income statements, balance sheets, variance reports, and management reports.•Developed and managed annual budgets, forecasts, and cash flow.•Drafted annual financial statements and prepared year-end processes for annual audits.•Provided financial reports and information for Management and the Board.•Reported to and supported Audit, Finance, and Risk Committees.•Improved financial systems and controls for enhanced efficiency.•Administered payroll and managed all HR processes, including recruitment, job grading, and training.•Set remuneration policies and levels, conducted job reviews, and served as the employer representative for HR-related issues, including CCMA matters.•Acted as Trustee of the Chambers of Commerce Pension Fund and member of the Pension Fund Audit Committee.•Oversaw internal operational policies, IT systems, and internal operations.•Directed the activities of Standing Committees, including Audit, Finance, Risk, Remuneration, and Investment Committees.•Maintained and implemented operational policies for streamlined processes. Show less
Acting CEO
Jan 2011 - Mar 2011Financial Manager
Feb 2002 - Mar 2011

United jewish campaign
Nov 2011 - nowFinancial director•Manage the financial direction for 12 entities and 4 Trusts, ensuring proper fund management, reporting, and compliance.•Oversee the preparation of monthly and annual financial reports for all entities and Trusts.•Conduct annual tax returns, audits, and budget preparations.•Supervise cash flow management across all entities, ensuring financial stability and liquidity.•Manage the payment processing system and bank accounts for the UJC.•Serve on multiple committees, including Executive, Finance, and Investment, to guide strategic decisions.•Oversee property and Trust management, ensuring proper reporting and compliance.•Lead a team of 9 accounting staff, providing mentorship and training.•Develop financial strategies to optimize performance across all entities. Show less
Licenses & Certifications

Taxation in south africa
Sacob south african college of businessNov 2019
Honors & Awards
- Awarded to Tracey EllmanPioneered as the first and youngest female executive to be appointed Acting CEO at the Cape Chamber of Commerce and Industry. - 2011
Volunteer Experience
Foster and rehabilitate dogs to be re-homed
Issued by Pit Pals, Animal Anti Cruelty Association, Leaps and African Tails on Jan 1992
Associated with Tracey Ellman
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