Operational Manager Student Assistant

P.O. Box *****

Olympia

Windhoek

Mobile: +264-**-***-****

e-mail: ************@*****.***

Annelize Pieterse

Personal detail Full name: Anna Elizabeth Pieterse Identity number: 760-***-**** 085

Gender: Female

Nationality: South African Citizen

Marital Status: Married to Namibia citizen

Criminal record: None

Health: Hard of hearing, otherwise excellent – EE candidate Drivers license: Code 08

Experience 1996–1998 RAU Gauteng, Jhb

Student assistant at Library and dept of Nursing (irrespectively)

Dealing with student enquiries

Basic administrative duties

Reason for leaving: Completed my studies

January– August 1999 Opet Minerals (Pty) Ltd Gauteng, Pta Junior Administrator

Basic administrative duties

Reason for leaving: Only a temporary position until I decided what I want to do. Decided to complete my articles

February 2000- February 2003 Marais & Alcock Auditors East Rand Auditors article clerk – Mr HIJ Marais

Auditing of sole, close corporations and companies

Tax – IR5, Tax returns, Provisionals, UIF, SDL, VAT returns etc.

Bookkeeping, trail balance to financial statements Reason for leaving: Completed my articles

February 2003 – October 2003 studied

October 2003 – April 2004 Ceramic Industries Ltd Gauteng, Centurion. Accountant

Handling the import and export of machinery, air- and sea freight

Capturing of transactions, mostly foreign creditors on SAP

Reconciliation of foreign creditors

Verification of local creditors reconciliations

Responsible for vehicle fleet licensing, garage card and e-tag Reason for leaving: 6 month contract

April 2004 – July 2005 Avbob Mutual Assurance Society Gauteng, Pta Administrative Head: Financial Administration

Overseeing and managing the financial administration departments, this consists of Premium- (collection of premiums), Group Schemes- and Commission administration.

Implementing of controls and procedures in these departments

Monthly reports and statistics

Directly involved in new insurance system development for insurance Reason for leaving: Better career development/opportunity August 2005 – August 2006 4 Business Assist (Pty) Ltd Gauteng, Pta Assistant Managing Director (Auditing/Financial/Tax Adv Co)

Started at the company (then TAC Financial Solutions CC) as a senior accountant and worked myself up to assistant managing director.

The company assist it’s clients in all administrative duties, such as bookkeeping, auditing, various tax services (annual returns, PAYE, UIF, VAT etc.), statutory and other related services

Other related services can include set-up and implementing of internal control systems, financial advisory, tax planning, etc.

Clients consist of Companies, Close Corporations, Partnerships, Sole traders, Trusts, Non profit organizations, foreign entities.

In the daily running of the company I was responsible for all work flow planning, set-up and implementing procedures and personnel related issues. As well as calculating budget fees and account reconciliation for clients

August 2006 – Nov 2010 Frits Beyer Inc Gauteng, Pta Audit/Fin Manager (Auditing/Financial/Tax Adv Co/Planning)

As above company Frits Beyer Inc is also an auditing firm and assist it’s clients in all administrative duties, such as bookkeeping, auditing, various tax services (annual returns, PAYE, UIF, VAT etc.), statutory and other related services

Other related services can include set-up and implementing of internal control systems, financial advisory, tax planning, etc.

I do the daily, weekly, monthly, planning of all accounting, audit, tax and VAT related works of all personnel and report back to Frits regarding all planning and related issues.

Managing day to day workflow of clerks and junior audit manager, and implementing procedures and write of manual’s for all accounting, audit and tax work. As well as managing all personnel related issues.

Accounting, audit and taxation, planning with clients and liaising with clients regarding outstanding issues and resolving difficult matters. Assisting and training all clerks and junior audit manager in these areas. Review work performed by all personnel and reporting to clients.

Training of all clerks in areas of accounting, audit and taxation as well as if requested by clients their accounting personnel.

Based on above responsibilities I’m required to be up to date with the latest changes in Tax, Companies Act, SAICA and other related regulatory institutions laws and regulations.

Reason for leaving: Retrenchment, Company in financial difficulty 3 Jan – Apr 2011 Magalies Park Resort Ltd North West, Hartbeespoort Financial Manager

I was Head of Departments: Finance and Administration for Magalies Park Resort which is a share block scheme and consists of 2 public companies, a golf club and a private company in which all trading was done and which included a Pro/Golf Shop.

I managed a staff of 6 whom were responsible for capturing: 6 cashbooks, collection of levies, running full debtors of 6000 debtors, all purchases on the resort, creditors, cash up’s of all departments and stock (central store, pro shop, petrol and diesel)

All purchases and stock issues have to be co-authorized by me and to check against budget for final approval by the operational manager.

Collection of levies I had to set targets for my personnel and supervise as well as assist with any difficult clients/queries and what ever problems may be experienced e.g. Debit Order runs, repossessions.

All monthly journals and overview of accounting records was done by me. This include journalising and reconciliation of Debtors transactions from the Ingred system, all cash, credit card, direct deposits from all departments, stock, salaries and wages, etc.

Monthly VAT calculation, reconciliation, submission and payment per efiling. Other tax returns would have been my responsibility to complete and submit if contract had not been ended.

Financial Reporting on a weekly basis to the operational manager and monthly to all HOD and operational manager which included detailing report on each departments expenditure and income as well as cash flow projection for the remaining financial year.

Daily cash up’s and reconciliation as well as monthly stock take fall under my responsibility and during the period I made various adjustments/reinstatement of procedure and policies e.g. policies put in place regarding false notes received and stock take on central store split over 2 days, dockets being refunded on the day and correction of stock item setup on accounting system which influence the GP%.

Based on above responsibilities I’m required to be up to date with the latest changes in Tax, Companies Act, SAICA and other related regulatory institutions laws and regulations.

Reason for leaving: Contract not renewed, the department outsourced. 1 Aug 2011 to Aug 2014 Okilis Construction North West, Hartbeespoort Financial Manager/HR Manager/General Manager

I took over there were no accounting system, payroll or any business processes and policies in place and was the Annual financial Statements three years behind as well as the payroll/PAYE reconciliation in complete disarray with the Receiver of Revenue. Today all is up to date Annual Financial Statements issued, submitted, paid. Full PAYE reconciliations as well as VAT and other required documents. The company now have up to date Tax Clearance Certificate, Letter of Good standing as well as a BEE rating and business policies implemented as required by their clients : Standard Bank, ABSA and Capitec Bank.

Since my appointment I’ve created a full business profile and power point presentation which insured that the business now also have Capitec Bank as a client. Furthermore I managed and was equally responsible in ensuring to be appointed as Standard Bank Turnkey Vendor which resulted in many bigger projects to be allocated to the company.

Annually review of rates changes as well as ensuring R1mil Performance Guarantee in place.

I managed all staff related queries: Employment contracts, leave days, small loans, bonus projections, foreigners permits. Weekly capture of wage and monthly salaries on Pastel Payroll, payslips and payment of wages and salaries. Biannually and annual PAYE reconciliations and issue of IRP5/IT3 on e@syfile and efiling.

All payments and all accounting capturing and reconciliation up to Trail balance as well as, all year end journals, done by me.

I was also responsible for the review of Trail balance (VAT Reconciliation, amortisation tables, review loan account, Tax calculation etc.) and compiling auditing file for Auditors. I also drafted the annual financial statements for auditors signature.

Bimonthly VAT calculation, reconciliation, submission and payment per efiling. Other tax returns are also my responsibility to complete and submit as well as members statement of assets and liabilities and completion of returns..

Monthly debtors and creditors reconciliations and statements. Follow up and collection of debt. Monthly cash flow budget as well as cash flow projections for Bank facility. Annual review of all insurance policies short- and long term business and personal.

The business have a vehicle fleet of 8 eight vehicles, all new purchases or trade in, price negotiations done by me as well as arrange best finance possible.

Collection of information and submission of forms for all legal requirements. BEE verification, Return of Earnings etc. Employment equity and skills development obtained information but actual submission was outsourced.

On Projects did council submission to obtain Occupational Certificates from the applicable municipality for the bank branch being build/revamped as well as obtaining all required documents and ensuring all requirements done for the bigger projects audit filed required by Standard Bank of SA.

Aug 2014 to Dec 2019 EBS Accountants North West, Hartbeespoort Proffesional accountant and owner of accounting firm

Owner and manager of my accounting firm and registered with SAIBA as Business Accountant in Practise as well as SAIPA for as Tax Practioner with SARS.

I had various clients ranging from Sole Proprietors, Trusts to Companies with turnover of over R30mil. Services rendered to my clients: day to day capturing trailbalance up to financial statements review and compilation reports, all taxation services, including customs, assistance with BEE compliance, UIF and compensation commissioner, CIPC regulators and returns.

I am was also in assosciation with Martiza Liebenberg Boekhouers

(MLB) whom does all my capturing and where as I review all their clients (over 200) and annually sign of their Financial Statements in compliance to IFRS

Reason for leaving/sold: Immigrated to Namibia

6 Jan 2020 to date Alensy Group Windhoek, Namibia

Group Financial Manager/HR Manager

I am the Financial Manager and HR as well in certain cases also acting as General Manager (since Jan 2022) for 6x Namibian Companies, 1x Botswana company and 1x South Africa registered company (and growing)..

Since my appointment I’ve implemented various policies and procedures especially with regards to cash request and expense on projects but not limited to. As I always look at a company or in this case companies from an auditor/risk perspective and implement, improve, control to limit risk for material misrepresentation, fraud, etc.

I trained up all staff on the various accounting system (we migrated from SAGE Evolution to QuickBooks Online) manage and oversee capturing and reconciliation of 32 Cashbooks, Debtors, Creditors, Stock take, WIP, Loans, Fixed assets etc. up to trailbalance.

Finalisation of accounting records, year-end procedures and journals are done by me.

All Tax Return for all entities calculation, reconciliation, submission and payment are my responsibility: Income Tax, Employee Tax, Import VAT, VAT, Withholding Tax.

All authorised payments local and foreign are done, we import from China, Europe, South Africa. I also oversee the customs document submission to the various institutions of all imports.

I review and ensure compliance of all staff related queries: Employment contracts, leave days, small loans, bonus projections,. Sage VIP payroll system, capture, overtime, retrenchments, payslips and payment. Annual PAYE reconciliations and issue of PAYE5 and submission.

Monthly and annual calculation, compile, submission and payment of VET, SSC and Affirmative Action Reports

Monthly reporting to Managing Directors actual to budget expenditure.

Cashflow projections on weekly/monthly basis, as well as review and adjust all project cashflow needs and projecting.

Draft and submit Management Financials for financing as well as draft audited financials of 1x company that the auditors signs off (hope to add 7x of the other companies also this year that all financial drafted by me in accordance to IFRS and Namibia Act.

Compile and submit Cashflow Projections, Financials etc, for annual bank facility review.

Manage and handle audits of all companies and ensure adequate documents etc. provided to the auditors. With my extensive knowledge of external auditing and knowing what is required, I was able to change a qualified audit report to an unqualified audit report within the first year of being appointed at Alensy.

Education 1994 Matriculated at Ben Vorster High School, Tzaneen 1995 – 1998 BCom Accountancy - RAU

1999 Hons BCompt (Accountancy major) - Unisa. & completed articles 2014 – 2019 was registered as Professional Accountant at SAIBA

(equivalent to Accounting Officer in Namibia)

Computer literacy Window applications (word, excel, etc) Pastel, SAGE Evolution, SAGE VIP, Caseware, Draftworx, Quickbooks Online, Africlock and basic SAP NOTE I acquired a hearing problem in the end of my second year at university and even though my hearing still deteriorated I finished my degree. I have received my first coglear implant in August 1998 and my second implant in June 2006, because of the fact that I’m now 99% deaf. With this implants I have acquired most of my hearing back and I am able to function in a normal working environment. If I do not tell someone I’m hard of hearing they, in most cases wouldn’t even know. I’m more than 90% deaf without my hearing aids, and according to my knowledge I am an EE candidate.

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