Assistant Financial

Personal Details

Surname : Mbambalala

Name : Eric Luthando

South African ID : 761**********

Date of Birth : 01 October 1976

Race : African

Citizenship : South Africa

Gender : Male

Language proficiency : Xhosa & English

Dependants : 3

Disability : None

Health : Excellent

Marital Status : Single

Criminal Record : None

Mobile : 078*******/083*******/078*******

Email address : adi07i@r.postjobfree.com

Location : Box 162

Butterworth

4960

Extra-mural Activities : Reading news paper,watch Tv documents

Academic Qualifications

Secondary Education

1996-1998: Zola Senior Secondary School (Grade 12/Matric)

Xhosa, English, Maths, Economics, Business Economics, Accounting

Tertiary Education

-CPUT

-Course : General Management

-Subject Passed :Management

:Administration Office

Computerised System

Financial Accounting I, II,III

Economics

-Period : 2000-2002

BOLAND COLLEGE

Course : Financial Management

Period : 2012-2014

Qualification : National Diploma

Training Provider : Provincial Training Institute

(Western Cape Government Department of Health)

In Service Training For Finance Department

- Supply Chain Management

- Finance Clerk

- Admission Clerk

DEVELOPED ABILITIES

During my career at Tertiary Institution,I developed the following abilities:

To discipline myself to long hours studying.

To schedule my time accurately.

To lead a group. To get along with a wide variety of people.

SKILLS AND COMPETENCE

Computer skills :Microsoft Word,Microsoft Excel,Power Point, Point,Pastel Partners and Payroll.

Communication Skill : Verbal and Written (Colleague’s & Client) Clients)

Key Skills Development :Developed to work under pressure,Strong

interpersonal skills.

WORKING EXPERIENCE

COMPANY : Sanlam Insurance Company (Wealth Smith)

POSITION : Financial Adviser

PERIOD : 03 August 2017 –Current

DUTIES:

Provide Financial planning support to clients.

Support investment professionals to cultivate client relationships.

Prepare financial plans and check their accuracy.

Respond to prospective customer queries about financial planning.

Assist in the development plan for the company.

After subject matter expertise fellow Financial advisors.

Maintain awareness of latest legislative changes that may effect financial planning.

2013-2017 Administration Clerk (Admissions)at Stellenbosch Hospital

Duties

Handle telephone and personal enquiries regarding the patients.

Folder management which include processing of folders .

Responsible for revenue control which include receipt of money and

Issuing of accounts. Drawing patient folders.

Book folders out on case note tracking.

Refiling of folders strickly in numerical order.

Register files received for prepping.

Follow-up on outstanding folders in wards.

Report all MVA to AFCT hotline. Debtor assessment of patients and

Data capturing of patient information on Clinicom system.

Assess patients in accordance with hospital memorandum 18 and UPFS

Manual and related finance instructions.

General office administration e.g. typing,faxing,photocopying and attending enquiries. Ensure the workspace is tidy and organized.

Collect patient folders in the wards and other service areas.

Prepare files for scanning and indexing.

2016 – 2017: Administration clerk Stellenbosch Hospital (Store)

Duties

Effective management of stock received and transfers.

Ensuring accurate stock receive from suppliers and internal warehouses

Assist in updating the bin cards.

Controlling pickings for production orders.

Capture and sign issue vouchers and receipts.

Packing of stock on the shelves according to the FIFO/LIFO

Check expiry dates regularly and safe keeping of stock.

Assist in requisition from end users requesting stock.

2011-03 – 2012 05: Store Assistant Diplomat SA Distributors

Duties

Effective management of stock received.

Ensuring timeous receipt of stock from relevant distribution Centre / warehouse.

Ensuring that relevant documentation is obtained on receipt of stock.

Investigating and reporting discrepancies with regards to stock received.

Controlling staff orders.

Ensuring that signed copies of invoices are returned to the relevant Distribution Centre.

Ensuring correct receipt of products from various depots.

Ensuring and controlling monthly stock take.

Effective management of goods issue to relevant distribution centers.

2015-2017 Administration Clerk (Finance) Stellenbosch Hospital

Duties for payments

Payments: Check invoice against delivery note and goods

Received on the system.

Check that prices are correct and all supporting documents attach.

Certify if invoice correct and have not been previously paid.

Capture invoice on the system.

Paid stamp and filling of complete payments batches.

Compile and capture journals to make corrections.

Compile and capture journals to transfer expenditure other

Institution. Draw financial expenditure reports from system.

References

Mrs Geralden De Kock Mr Bomibethu Nqono

Admin Officer Sales Manager

Stellenbosch Hospital Sanlam Wealth Smit

Department of Health Tel No:021-*******

Tel No: 021-******* Cell No :063*******

Fax No :086539964

adi07i@r.postjobfree.com

Mrs N.Bathweni Mr Enzil Jacobs

Admin Officer: Admisssions Admin Officer

Tel.No:021******* Stellenbosch Hospital

Cell No:081*******

Tel No: 021-*******

Mr Clady Appolis

Admin Officer: Store department

Tel. No: 021-*******/062*******

P.O. Box 162

Butterworth

4960

THE Human Resource Department

P.O. Box

Dear Sir/Madam

APPLICATION : FOR FINANCIAL MANAGEMENT

I have completed my studies at Boland College in june 2014 with a National Diploma: Financial Management. I am willing to work as a Financial Assistant. I would be appreciate if you could consider my application for related vacancies, which may arise within your department.

I am passionate about Financial Management and in playing a privocal role in a Finance Team. I am in possession of the required skills, credentials and attributers. I am confident that I will add value and contribute successfully to the longevity of the department.

Attached here to my application, the required documents in support of application:

-Abbreviated CV

-Certified copies of my credentials.

-Your may contact Mr Clady Appolis at 021-*******/062*******, who is willing to provide you with a reference of my professional characteristics.

Yours faithfully

Eric Mbambalala

Direct Cellular: 078*******

Email: adi07i@r.postjobfree.com

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