Maele Vanessa Moela
SAICA Trainee Accountant
Burgersfort
Summary
Proven SAICA Trainee Accountant at KPMG with hands-on experience performing accounting work that requires application of accounting theories, concepts, principles and standards to achieve task and assignment objectives within established deadlines. Applies effective verbal and written communication skills to expand exposure to working in professional team environment. Over the years, have honed analytical skills, to enable identification of the pontential risks and provide valuable insights to enhance financial controls.
Overview
10
10
years of professional experience
8
8
years of post-secondary education
2
2
Languages
Work History
SAICA Trainee Accountant
KPMG
04.2022 - Current
- Assist in preparation of audit plans, including risk assessments and materiality calculations.
- Begin taking lead role in client communication and coordination, scheduling meetings, and obtaining necessary documents.
- Perform more complex audit tests and procedures, such as substantive testing, analytical review, and substantive sampling.
- Assess adequacy of internal controls and document audit findings.
- Carry out audit fieldwork, including testing of financial statements, systems, and transactions.
- Identify discrepancies, weaknesses, or areas for improvement in financial reporting and controls.
- Review work of less experienced trainees or junior staff.
- Prepare work papers and ensure fully compliant with the firm’s audit methodology and documentation standards.
- Ensure that all audit work is thoroughly documented, with clear conclusions and supporting evidence.
- Assist in preparation and review of financial statements, ensuring compliance with IFRS.
- Review and analyze financial data for inconsistencies or unusual transactions.
- Participate in identifying, evaluating, and documenting audit risks, both financial and operational.
- Proactively suggest areas where client may improve its risk management or internal controls.
- Supervise and guide junior staff or trainees, providing feedback on their work and ensuring the quality of their audit testing.
- Draft management letters and audit reports, highlighting key issues and providing recommendations for improvements.
- Stay updated with changes in accounting standards, auditing techniques, and regulatory requirements.
Branch Consultant
Hollard Insurance
06.2018 - 02.2021
- Provided comprehensive financial planning services, assisting clients in reaching their short-term and long-term financial goals.
- Built trust with clients through transparent communication and accurate reporting of account performance metrics.
- Increased branch revenue by identifying cross-selling opportunities and promoting suitable products to clients.
- Improved customer retention rates through exceptional service and consistent follow-ups on client inquiries.
- Mitigated risks by conducting thorough due diligence on prospective clients before opening accounts or initiating transactions.
- Contributed towards achieving overall team sales targets by actively participating in collaborative efforts such as joint sales calls.
- Discussed financial options with clients and provided informed suggestions.
Branch Consultant
FNB
10.2014 - 05.2018
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Educated customers on features and benefits of banking products and services.
- Collaborated with team members to consistently meet or exceed branch sales targets and objectives.
- Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Opened, closed, and updated accounts for customers.
- Arranged monies received in cash boxes and coin dispensers according to denomination.
- Counted, verified and handled bank deposits and armored car transactions.
- Balanced teller drawers and ATM cash.
Education
Postgraduate Diploma in Accounting Science - Accounting And Finance
University Of South Africa
Pretoria, South Africa 01.2021 - 12.2022
Advance Diploma in Acounting Science - Accounting And Finance
University of South Africa
Pretoria, South Africa 01.2018 - 06.2019
National Diploma in Accounting - Accounting
Tshwane University of Technology
Pretoria, South Africa 01.2010 - 12.2013
Matric - Commerce Stream
Selatole Secondary School
Ga-Phasha Selatole 01.2009 - 12.2009
Skills
Microsoft Excel
Cost Accounting
Teamwork
Problem-solving
Excellent communication
Ability to manage multiple tasks
Attention to details
Timeline
SAICA Trainee Accountant
KPMG
04.2022 - Current
Postgraduate Diploma in Accounting Science - Accounting And Finance
University Of South Africa
01.2021 - 12.2022
Branch Consultant
Hollard Insurance
06.2018 - 02.2021
Advance Diploma in Acounting Science - Accounting And Finance
University of South Africa
01.2018 - 06.2019
Branch Consultant
FNB
10.2014 - 05.2018
National Diploma in Accounting - Accounting
Tshwane University of Technology
01.2010 - 12.2013
Matric - Commerce Stream
Selatole Secondary School
01.2009 - 12.2009
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