CURRICULUM VITAE
Surname : Morgan
Name : Danielle
Gender : Female
Date of birth : 07 December 1987
ID Number : South African
Address : Rockyridge estate, 1133 Springhaas Avenue, Weltevreden Park Mobile number : 076-***-****
Email Address : ad0faj@r.postjobfree.com
Health : Excellent
Marital status : Single
Home Language : English
Other Languages : Zulu, Afrikaans and French
Present
Sales and marketing for Dual Point Pharmaceuticals (Pty) Ltd August 2021 to date
Accounting Packages: Pastel and Palladium Accounting Duties
• Telesales calls both incoming and outgoing
• Create quotations, order confirmations and invoices as required
• Meet potential clients both onsite and off site
• Route clients to specific area trade reps or retail outlets
• Attend to enquiries, online and e-mail, regarding product information, pricing, national and local retail availability
• Create new business to grow client database
• Create promotions calendar, gather materials and execute promotional activity according to event
• Manage debtor activity, mail out invoices and statements as part of month end activity
• Prepare fortnightly reports on sales, debtors and any promotional activity
• Attend to banking on walk-in cash clients
• Stock control
Reason for leaving: Job stability
Junior bookkeeper for Limelight Hair and Beauty Products and Handsdown March 2021 to July 2021
Pastel accounting
Duties
• Daily capture of receipting to correct accounts (EFT, cash and card payments)
• Process credit notes on system along with reason codes
• Cross check return slips for completeness of information and clarity of information
• Assist sales with converting order confirmations to invoices on scheduled delivery days
• Full debtors (calls, emails and whatsapp in case of urgency and upon request)
• Co ordinating with trade reps to resolve account queries
• Assisting on showroom floor as required
Reason for leaving: New opportunity offered
Sales representative for Herbal Zone (Pty) Ltd
November 2014 to November 2020
Duties
• Telesales calls both incoming and outgoing
• Prepare quotations according to price lists and mail to clients
• Meet potential clients both onsite and off site
• Route client orders per distributor accordingly
• Attend to e-mail enquiries on products, pricing, national and international availability
• Register clients on online ordering system
• Maintain major wholesalers on my portfolio, sales, route orders through from telesales, resolve queries and grow business relationships
• Mail out weekly newsletter
• Arrange, prepare and attend expos, promotions or pharmacy rep visits as need arises
• Office admin, cash deposits, book courier collections, write waybills, parcel tracking from dispatch to recipient
Reason for leaving: Retrenched
EXPERIENCE
Office manager for Infitech Technologies
March 2012 to September 2014
Duties
• Capture bank statements
• Full debtors’ control
• Telesales both incoming and outgoing calls
• Attend to walk in clients, furnish product information and resolve queries
• Prepare and pack parcels for local as well as courier dispatch
• Run and load salaries for payment release
• Monitor stock reorder levels and reordering thereof
• Training of new staff
• Assist in petroleum sister company Sikhulise.
- Creditors, capture invoices, reconcile accounts for payment
- Debtors, invoicing, making necessary copies and filing for physical submission
- Assist with procuring of material and directed, quotation comparisons and arranging collection
- Prepare reports on requested projects
- Provide full office support for maintenance teams out on site Reasons for leaving: Retrenched
AccountMate Africa (Pty) Ltd
May 2010 to February 2012
• Run recurring invoices for both AccountMate and Palladium Software (sister company)
• Run monthly journals
• Full debtors control for AccountMate and Palladium Software
• Full creditors control for AccountMate and Palladium Software
• Compile and send out weekly sales schedules, invoices and timesheets to relevant clients
• Attend to monthly debit orders, reconcile amounts due, reserve draw and keep track of the bank reserve amount
• Capture bank the statements, reconcile bank accounts, petty cash and submit monthly rec
• Attend to reserve bank application and approval for transmission of forex transmissions for international payments
• Courtesy calls to clients on Pastel applications, compiling reports thereof
• Prepare maintenance renewal figures for clients and compile a schedule for the standard annual run,
(annual maintenance renewals)
• Prepare schedule of clients due for rebates
• Attend to expense claims as submitted
• Compile reports on client “Project Allocations”
• Maintain SMS credits on the system, ordering, allocation to clients and billing thereof
• Review stock accrual report monthly for unprocessed supplier invoices
• Review income statement and balance sheet for accuracy and completeness
• Assist with meeting booking, training material requirements and travel arrangements
• Arrange courier, update tracking schedule, checking of billing and corresponding charges
• General office admin, procure stationary, software and hardware devices and repairs of hardware
• General office admin, procure stationary, software and hardware devices
• Assist in sales department
Reasons for leaving: New Opportunities / Greater Financial Rewards iSmart Financial
June 2007 to April 2010
• Bookkeeper to trial balance for group of three companies
• Full function debtors control
• Full function creditors control
• Compile bank and balance sheet reconciliations
• Maintain intercompany accounts
• Process general journals and accruals
• Drafting management accounts
• Payroll
• Completing statutory returns UIF, PAYE and VAT
• Office admin
Reasons for leaving: New opportunity offered
COMPUTER SKILLS
Microsoft Office Suite: Word, PowerPoint, Excel and Outlook Accounting packages: Quickbooks, Palladium Software, AccountMate and Pastel Internet: Browse, upload and download data
POSITIVE QUALITIES
I am a mature minded lady with an optimistic disposition who brings experience to the table. I can adapt to as required to function independently or as part of a team. I am well disciplined, well- spoken, verbally engaging and able to perform under pressure. Hands on learner and able to fully engage myself in completing a given task successfully. HOBBIES
Physical exercise, reading and cooking
REFEREES
Dual Point Pharmaceutical (Pty) Ltd
General Manager
Thabang Mogosi
Herbal Zone (Pty) Ltd
Managing Director
Sami Awwad
Infitech Technologies
Owner
Sheila Mosiane
Palladium Software (Pty) Ltd
HR Department
Kumeshree Naiker
iSmart Financial
Owner
Paulo Branco
St. Francis of Assisi Catholic Church Yeoville
Parish Priest
Father Danisa Khumalo