Budget Analyst Deputy Director
Resume:
MANAGEMENT PROFILE ASPECTS
-Understanding audit
-People management, Leadership and Team/ Skills development
-Human Resource Management
-Time Management
-Stakeholder Relations
-Self-Development
-Problem Solving
PEOPLE MANAGEMENT, LEADERSHIP AND TEAM/SKILLS DEVELOPMENT AND HUMAN RESOURCES
I have been in a position of leading a group of people with different cultures and ages during my management period in Mpumalanga. That taught and gave me experience in managing people. I had a winning team with good working relations due to the following aspects
I used policies, rules and regulations in managing the team to avoid personalization.
In achieving targets, performance management system was used and communicated with the team on time.
Team building was used to build and motivate staff and address challenges within the unit.
I used open door policy in my management and also interacted with the team on regular intervals. This helped me to get an understanding of the individual skills, abilities and strength/weaknesses.
Coaching, mentoring counselling in developing skills.
I involved the team in the drafting of policies to encourage them to be involved in policy development.
TIME MANAGEMENT
Being a manager in a finance environment equipped me in understanding of the importance of understanding policies and procedures. I am meticulous and accurate with the ability to work under extreme pressure. I properly plan my work and prioritize. When working under pressure and towards meeting deadlines I work closely with my team and delegate responsibility not accountability. I put extra hours and take some work home if I cannot finish it in the office. I motivate my team in going extra mile. When working after hours I motivate the team by creating a conducive working environment.
STAKEHOLDER RELATIONS
At Legal Aid Board I was interacting with different stakeholders and had a responsibility of building relationship with them. In 2003 I was amongst the first Administration Managers to be appointed in the Justice Centers in the whole country. I had to make the community and community leaders to understand the role of the office and made sure that we retain our clients. We had to build a relationship with the courts around Nelspruit and also the Department of Justice. Justice Centers have a corporate image in all their offices; I was responsible for maintaining good relations with our suppliers of furniture and vehicles.
At the Provincial Treasury, I was communicating with other department’s management including political parties. Good relations were very important because we were doing presentations to the parliament, SCOPA and Cabinet Lekgotla. Doing financial presentations to politicians some with non-financial background need one to be very convincing and be able to answer questions imposed to her.
SELF DEVELOPMENT
I improved my academic qualification by attending short courses to maintain high quality leadership standards. I challenged myself by expanding personal comfort zone by acquiring new expertise and skills relevant to my job.
PROBLEM SOLVING
As a manager I do not have a problem in solving problems within the organization and those of my team members. If there are personal differences amongst the staff, I consult with them and we solve the problem amicably. If I noticed that one of my team members is not performing as expected I consult with the individual and provide mentoring or counselling if needed.
In the Justice Centre I implemented internal controls which assisted the office in obtaining unqualified audit opinion in the years I was a manager in the office. Qualification is a challenge facing many organizations and it takes a skilled and a dedicated person to work with the team to obtain an unqualified report.
EMPLOYMENT HISTORY
Employer : Old Mutual (PFA)
Status : Financial Advisor
Period : February 2013 to September 2015
Responsibilities
Comprehensive Financial needs analysis for a client. Sound recommendations on Asset allocations. Guidelines regarding taxation issues of different investment analysis. Monitor financial market trends to ensure that plans are effective and identify updates. Prepare and interpret client’s information such as investment performance reports. Recommend strategies clients use to achieve their Financial Goals and objectives. Review client accounts and plans regularly to determine whether life changes, economic changes or financial performance indicate a need for plan reassessment. Investments (advise clients on portfolios such as JSE, Unit Trust, and money market)
Employer : Matshingana Finance Services
Status : Financial Advisor
Period : February 2012 until January 2012
RESPONSIBILITIES
Advising client on financial planning, Investments and Retirement Planning
Planning Recommend strategies clients use to achieve their Financial Goals and objectives. Review client accounts and plans regularly to determine whether life changes, economic changes or financial performance indicate a need for plan reassessment. Investments (advise clients on portfolios such as JSE, Unit Trust, and money market)
Employer : Eastern Cape Provincial Treasury
Status : Manager: Municipal Finance
Period : March 2009 to December 2011
RESPONSIBILITIES
Monitor functions of the budget and treasury Steering Committee in municipalities and provide guidance where necessary; Monitor budget implementation; Assess draft budgets, IDP and budget related documents from municipalities; Advise municipalities on national and provincial budget allocations; Participate in IGR forums; Coordinate the adoption and report on implementation of overall policies on revenue management and enhancement in municipalities in the district; Advise and support municipalities on the implementation of revenue enhancement strategies; Facilitate the implementation of Property Rates Act in collaboration with department of Local Government. Assist municipality in the implementation of audit action plan for clean audit. Assist municipalities in expenditure management and assessment of adjustment budget.
Employer : Eastern Cape Provincial Treasury
Status : Manager: Monitoring and Reporting
Duration : February 2008 to February 2009
RESPONSIBILITIES
Advise and assist departments in all aspects of budgeting(including performance budgeting) and financial management reporting; Monitor, evaluate and investigate expenditure trends on a monthly basis and compile monthly reports; Attend to all processes leading to adjustments estimate such as roll overs, virements etc; Prepare input pertaining to adjustment estimates; Analyse department’s strategic
planning to determine linkage with budget.
Employer : Northern Cape Provincial Treasury
Status : Budget Analyst (Deputy Director)
Duration : February 2007 to 31 January 2008
RESPONSIBILITIES
Monitor compliance of allocated departments with government prescripts; Advise and assist departments in all aspects of budgeting (including Performance budgeting) and financial management reporting; Monitor, evaluate and investigate expenditure trends on a monthly basis and attend to all compile monthly reports; Attend to all processes leading to adjustments estimate such as roll overs and virements. Prepare input pertaining to adjustment estimates. Assist with input into the preparation of the annual Treasury Guideline documents and issue approved guidelines to the departments; Do planning of the annual budget preparation process, as well as the drafting of the annual budget preparation timetable for approval by MEC/HOD in accordance with national framework; Analyze and evaluate Departmental MTEF budget submissions in terms of approved evaluation model and provide input into the MTEC Budget Summary Document for the MTEC Hearings; Provide assistance and advice CFO’S/Budget controllers on preparation of Budget Statement 2 and evaluate, check and edit inputs in this regard; Assist and advise departments in the process of aligning strategic plans to budgets within performance budgeting guidelines; Preparing budget outcomes for presentation in Cabinet Lekgotla, Preparing provincial Appropriation Bill. Analyze department’s strategic planning to determine linkage with budget.
Employer : Mpumalanga Provincial Treasury
Status : Deputy Director: Public Finance
Duration : January 2006 to 31 January 2007
RESPONSIBILITIES
Advisor to the department (Legislature; (Safety & Security)
Analyze strategic and performance planning, to ensure linkage with national and provincial priorities (PGDS) & prepare reports; Analyze department’s database & budget statements & prepare reports. Do planning of the annual budget preparation process, as well as the drafting of the annual budget preparation timetable for approval by MEC/HOD in accordance with national framework Analyze and evaluate departmental MTEF budget submissions in terms of approved evaluation model and provide input into the MTEC Budget Summary Document for the MTEC Hearings; Provide assistance and advice CFO’S/Budget controllers on preparation of Budget Statement 2 and evaluate, check and edit inputs in this regard; Assist and advise departments in the process of aligning strategic plans to budgets within performance budgeting guidelines; Preparing budget outcomes for presentation in Cabinet Lekgotla, Preparing provincial Appropriation Bill. Assist departments in preparation of strategic planning.
Employer : Nelspruit Justice Centre
Status : Admin. Manager
Duration : July 2003 to 03 January 2006
RESPONSIBILITIES
Manage the justice centre processes in respect of finance, human resources, communications and legal administration within a matrix environment. Manage administrative functions from a compliance and operational effectiveness approach.
Management of the Justice Centre Manual and Standard Operating Procedures (SOPS) for the Justice Centre and advise on application.
Ensure the implementation to new/revised Policies and Procedures and monitor adherence thereof.
Together with the management team, identify risks facing the justice centre and ensure effective mitigation against such risks
Management oversight of BI reports to accurately reflect the status of strategy implementation.
Management and monitoring of justice centre contracts to ensure compliance and value for money.
Management and monitoring of the correct use of petty cash.
Management of infrastructure and fixed assets.
Manage procurement and payments (sourcing quotes from suppliers, processing of invoice, order etc.)
Management of over and under expenditure to ensure budgetary control
Efficient vehicle and fleet management.
Employer : Land Claims Commission (RLCC)
Status : State Accountant
Duration : July 2002 to June 2003
RESPONSIBILITIES
Processing claims; responsible for Expenditure management and budget;
Implementation of internal controls; Management and monitoring of the correct use of petty cash.
Management of infrastructure and fixed assets.
Manage procurement and payments (sourcing quotes from suppliers, processing of invoice, order etc.)Management of over and under expenditure to ensure budgetary control
Efficient vehicle and fleet management.
Employer : Statistics South Africa
Status : Assistant State Accountant
Duration : June 2000 to June 2002
RESPONSIBILITIES
Census data capturing; processing claims;capturing payments; Preparing S & T Claims;
EDUCATIONAL QUALIFICATIONS
SENIOR CERTIFICATE
Name of Institution : Msobomvu Senior Secondary
Qualifications : Matric
Year : 1988 to 1992
Subjects : Xhosa (1st Language) HG
English (2nd Language) HG
Mathematics SG
Accounting HG
Business Economics HG
Economics SG
TERTIARY EDUCATION
Name of Institution : Eastern Cape Technikon
Qualifications : ND:COST&MANAGEMENTACCOUNTING ND: INTERNAL AUDITING
Duration : 1993 to 1996
Courses : Internal Auditing I II III
Cost & Management Accounting I II III
Financial Accounting I II III
Taxation
Business Management
Commercial Law
Financial Information Systems I
Quantitative Techniques
Name of Institution : Eastern Cape Technikon
Peninsula Technikon
Qualifications : B.Tech (Internal Auditing):
Duration : 1999 to 2001
Completed Courses : Advanced Principles of Internal Auditing
Financial Management IV, Interpretation of
Financial Statements, Management Principles and Practice, Research Methodology.
Pending Courses : Corporate reporting IV & Computer Auditing
WORKSHOPS
PFMA, Supervisory workshop, AIDS Positive minds-set,
Team Building Exercise, Change Management, Performance Management
Train the trainer, Adinfinitum Trainer, Costing and Budget Management
REFERENCES
1. Name : Mr. B. Moss
Status : Sales Manager
Address : Old Mutual PFA
5th Floor Vincent Towers
Vincent
EAST LONDON
2. Name : Mr. S Sesele
Status : General Manager: Municipal Finance
Address : Eastern Cape Provincial Treasury
P/Bag X 0029
BISHO
5605
3. Name : Mr. B. Moea
Status : Director: Budget Management
Address : Northern Cape Provincial Treasury
P/Bag X 5054
KIMBERLY
8300
4. Name : NM Madike
Status : Director :Public Finance
Address : Mpumalanga Provincial Treasury
P.O Box 11205
NELSPRUIT
1200
CURRICULUM VITAE: SIBONGILE BALULE SHUMANE
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