Helena Twyman

Experience

• 

  Ernst & Young

  Mar 2007 - Nov 2013

  • Assistant Manager - Tax: Mar 2010 to 30 Sep 2012. • Manager Tax: Global Compliance & Reporting: 1 Oct 2012 to 30 Nov 2013.• Exposed to industry sectors such as:  Oil and Gas Exploration  Gold and General Mining  Truck Retailing and Servicing Alcohol Distribution  Soft Drinks Retailing  Emergency Medical Evacuation Services  Pharmaceutical Distribution  Hotel and Leisure Travel and Tourism  Mobile Telecommunications  Banking  Long and Short Term Insurance  Internet & Technology Service Provider • On my transfer to the tax department I joined the tax consulting team – where I specialized in tax health checks, tax due diligences, accrual reviews and writing taxation opinions.• As from October 2012 I was responsible for the following functions: Managing the completion and submission of annual income tax returns and provisional tax returns; Managed the team to ensure proper performance of services such as:• the completion and submission of the import VAT returns, VAT returns, Withholding tax on services returns and Pay-As-You-Earn returns; • the year-end close off relating to the completion and submission of the PAYE 5 certificates and the PAYE 5 reconciliations;• the completion of close corporation accounting files and review thereof;• the outsourced payroll services provided to clients on a monthly basis;• the drafting and submitting of IFRS compliant Annual Financial Statements for foreign clients operating in Namibia;• the process of liaising with Inland Revenue regarding outstanding matters and assessments on client accounts. Show less Audit Article Clerk: 1 Mar 2007 to Feb 2010. Exposed to industry sectors such as:  Oil and Gas Exploration (Tax exposure) Gold and General Mining (Audit and Tax exposure) Truck Retailing and Servicing (Audit and Tax exposure) Alcohol Distribution (Audit and Tax exposure) Soft Drinks Retailing (Tax exposure) Consumer Electronic Retailing (Audit exposure) Emergency Medical Evacuation Services (Audit and Tax exposure) Pharmaceutical Distribution (Audit exposure) Hotel and Leisure (Audit exposure) Travel and Tourism (Audit exposure) Mobile Telecommunications (Audit exposure) Banking (Tax exposure) Long and Short Term Insurance (Tax exposure) Pension Funds (Audit exposure) Internet & Technology Service Provider (Audit exposure) Road Construction (Audit exposure) Show less

  • Tax Compliance Manager

    Mar 2010 - Nov 2013

  • Audit Clerk

    Mar 2007 - Feb 2010
• 

  Old Mutual Group

  Jan 2014 - Sept 2016

  My position as the Pension Fund Manager of the respective in-house funds within Old Mutual entailed the following:All responsibilities relating to the financial statement close process:Review of and preparation of the respective funds under management for external audit purposes;Submission of approved financials and management letters to the audit sub committee for approval ;Submission of approved financial statements to the external regulator;Attending to any reporting due to the external regulator as well as any queries arising from dealings with the aforementioned;Board of trustees responsibilities included:Preparing and presenting accurate quarterly cash flow to the board;Preparing and presenting accurate budget information to the board;Build a talent pipeline to leverage skills and resources ensuring proper succession and persistence within the team;Create an environment that allows team members to reach their full potential;Leading from the front ensuring that the accounting team functions as a cohesive team. Show less My position as the Finance Manager of the Retail Affluent department within Old Mutual entailed the following:Review of month end processes such as journal processing, preparation of expense reports for actuarial purposes and expense allocations for fund accounts;Monthly reporting of financial results to the Group Reporting Manager tracking actual versus budget and forecast;Review of monthly processes such as the completion and submission of VAT returns, Import VAT on Services Returns, Withholding Tax on Services Returns, review of all reconciliations performed locally and management of open items on the reconciliation, related party confirmations and reconciliation of related party balances, review and release of ad-hoc payments, management from a monthly cash balance perspective;Review of weekly sales reporting;Weekly cash flow reporting;Completion of the long term insurance quarterly return due to external regulator;Yearly payroll tax reconciliation in respect of underwritten life annuities; Full responsibility for Old Mutual Trust (Pty) Ltd from the monthly journal processing, reconciliations up to the drafting and submitting of IFRS compliant Annual Financial Statements to the auditors and including the provisional and final income tax calculations in this regard;Preparation of forecasts and budgets for current and future financial periods for Retail Affluent including the distribution channels;Trustee of the Namibia Retirement Annuity Fund and driving accounting process implementation in this regard as well as preparation and submission of the quarterly Statement of Investment holdings to external regulator;Reporting manager for the medical payments department dealing with amounts due to medical practitioners;Assistance with general tax related queries within the business. Show less

  • Pension Fund Manager

    Feb 2016 - Sept 2016

  • Finance Manager Retail Aflluent

    Jan 2014 - Jan 2016