Jolene Jansen
Bookkeeper/Administration/Legal Recoveries/Collections
Standerton
Summary
Organized Bookkeeper proficient in QuickBooks and Sage software. Executed bookkeeping tasks for large corporations and excelled at quickly learning new accounting methods and procedures. Excellent accounting skills and attention to detail.
Developed strong analytical abilities and organizational skills in fast-paced professional environment. Effective in maintaining accurate financial records and ensuring compliance with regulatory standards. Looking to transition into new field, bringing commitment to precision and proactive approach to problem-solving.
Overview
25
25
years of professional experience
2001
2001
years of post-secondary education
2
2
Languages
Work History
Bookkeeper & Administration
Westech Industries Africa Pty Ltd
08.2018 - 07.2024
- Basic bookkeeping duties
- Posted daily receipts and payments in accordance with corporate protocols.
- Loading of payments to suppliers
- Communicated proactively with team members regarding any issues or concerns related to bookkeeping tasks.
- Payment follow ups
- Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
- EFT requisitions
- Reconciled and corrected issues with financial records.
- Provided support during audits by supplying requested documentation promptly and accurately.
- Stock reconciliation
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Yearend Stock Takes
- Provident Fund, submissions & payments
- Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.
- Monthly submission of Pay as you Earn
- Completed payroll for employees and maintained detailed records of procedures.
- Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
- Weekly budget reports and cashflows
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Yearly budget preparation
- Supported year-end closing procedures by preparing adjusting journal entries as needed.
- Assisting GM with general enquiries and documents
- Enhanced cash flow management through timely invoicing and collection of outstanding receivables.
- Completed tax forms in compliance with legal regulations.
- Preparation of Year end documents for Accountants
- Established QuickBooks and Sage accounting system to reflect accurate financial records.
- Attending queries, creating and sending of client invoices and statements
- Following up on outstanding payments
- Managing of insurance policy
- Attending to all bookkeeping functions for 2 additional Canadian companies: Westech Group Ltd & Westech Advanced Manufacturing Ltd
- Dealing with CRA, HST & Payroll submissions and payments (Canada)
- Attending CRA audits (Canada)
- Managing, capturing and reconciliation of all bank accounts for Canadian entities
- Obtaining of all credit card receipts, entering and managing payments
- Weekly cashflows for Canadian entities
- Debtors & Creditors
- Assisting Director with enquiries & documents
- Managing of Export Development Canada for both Export Receivables and Domestic Receivable policies
- Implemented a more efficient filing system for financial documents, improving accessibility and organization.
- Assisted with budget preparation and monitoring, contributing to better expense control.
- Collaborated with external auditors to facilitate the annual audit process, providing necessary documentation as required.
- Facilitated better cash management, closely monitored cash flow statements.
- Increased transparency in financial reporting, updated stakeholders with regular budget forecasts.
- Reduced financial discrepancies by performing monthly reconciliations of bank accounts.
- Reduced errors in financial statements with meticulous attention to detail during data entry.
- Matched purchase orders with invoices and recorded necessary information.
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
Legal Recoveries Advisor
OUTsurance Insurance Company
06.2007 - 08.2018
- Merits assessment of motor vehicle accidents
- Receiving and loading of new claims
- Telephonic consultations with clients regarding the recovery of damages, excess and managing client expectations
- Client, third party and insurance liaison
- Refunding of client’s excesses
- Following up on payments and banking of same
- Negotiating on cash / monthly payments and or following up on third party claims with different insurance entities
- Developed strong relationships with clients through regular communication and excellent customer service.
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Apportioning of claims
- Drafting of legal arguments
- Providing feedback to clients
- Preparing files for attorneys
- Experian and ITC, appointing of tracers and analyzing reports
- Acted as Legal Recoveries Team Manager for a period of 2 weeks in February 2011
- Part of the social committee and served as the social committee chairperson for a period of 5 months
- I have been part of a development program providing the necessary skills to write and analyze reports, strategic planning and a general better understanding of Management with assignments completed
Personal Assistant
Meijer Attorneys
10.2005 - 05.2007
- Assisting in drafting all Notices, Pleadings, Letters, including but not limiting all forms of correspondence
- Keep proper and accurate books and records reflecting all transactions entered into by the employer and all amounts owing to and owed
- Keep monthly reconciliation of trust account
- Drafting of account statements
- Handling all telephone calls, faxes, post and filing
- Debt collecting and allocation of all payments
- Handling all queries on files
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Aided executive in personal tasks such as scheduling appointments or running errands when needed.
- Displayed absolute discretion at handling confidential information.
Branch Administration Officer
Ampath – Dr Du Buisson and Partners
01.2004 - 09.2005
- Same as below AND
- Developed strong working relationships with colleagues, contributing to a positive work environment.
- Assisting patients and doctors with enquiries
- Handling of account queries, managed daily payment processing and keeping monthly statistics
- Screened and transferred incoming calls, took down messages, and transmitted information and documents to internal personnel.
Data input clerk
Ampath – Dr Du Buisson and Partners
08.2003 - 03.2004
- Completed data entry tasks with accuracy and efficiency.
- Organized, sorted, and checked input data against original documents.
- Verified accuracy of data entered into system to produce error-free reports.
- Print and sort Doctor’s reports
- Compile and print error log reports
- Organize routes and control record of delivering
- Handling telephonic queries
- Handling logging problems and queries
- Handling specimen problems and queries
- Collect and receive specimens from different wards and outside depots
- Centrifuge and process specimens
- Blood gasses, gas controls and analyzer maintenance
- Maintained strict confidentiality of sensitive client information, ensuring compliance with industry regulations and company policies.
- Followed established procedures to enter and process data correctly.
Assistant Conference and Function Co-ordinator
Bentley’s Country Lodge
09.2001 - 06.2003
- Co-ordination of Conferences and Functions
- Administration duties: Typing of quotations, enquiries, follow-up, accounts and debtors, filing, Copying, faxes, typing of documents, internet and e-mail, minutes of meeting, typing and circulation of agenda, type and send thank you letters
- Banqueting
- Stock taking and budgets
- Collaborated with cross-functional teams to deliver seamless events that met client objectives.
- Maintained open communication with clients throughout the planning process to ensure their vision was accurately executed.
- Handled unexpected challenges and last-minute changes with poise, adapting quickly to ensure a successful event outcome.
- Established clear objectives for each event based on client needs, developing a strategic plan to achieve those goals within budgetary constraints.
- Enhanced event success by effectively coordinating logistics, including venue selection, catering, and audio-visual equipment.
- Managed administrative logistics of events planning, event booking, and event promotions.
- Giving out of general information and show guests around
- Receiving of payments and issuing of receipts
- Stand in as receptionist and housekeeper from time to time
- Developed strong relationships with clients, resulting in repeat business and positive referrals.
- Balanced multiple projects simultaneously while maintaining exceptional attention to detail in all aspects of coordination efforts.
- Developed contingency plans for potential issues during event execution, mitigating risks before they became problems.
- Managed post-event follow-up tasks, including invoice reconciliation and evaluating feedback for continuous improvement opportunities.
Maitre 'd
Akasia Guest House
12.1999 - 09.2001
- Responsible for training of waiters
- Cash-up
- Organizing of Conferences & Functions
- Liaison with guests
- Reservations – Restaurant
- Took responsibilities of Manager when not on duty
- Trained, coached and evaluated subordinates to raise performance to company standard.
Education
Grade 12 -
Schoonspruit High School
Klerksdorp, South Africa01-1998
Commercial Administration - Business Administration, Communication, Computer & Information Systems, Legal Practice
Vaal Triangle Technikon
Klerksdorp, South Africa 01.1999 - 06.2001
Executive Development - Financial Management Fundamentals
University of Stellenbosch
Online 04.2019 - 06.2019
Implementing a quality Management System - ISO 9001:2015
TIQMS
Online 11.2018 - 05.2019
Skills
Microsoft Word, Excel & Powerpoint, Outlook, Windows
Accounting software - Sage & Quickbooks
Bookkeeping, Reconciliations, Accounts Payable & Receivable, Invoice processing, Financial recordkeeping, Statutory reporting, Tax Preparation, Payroll, Data inputting, Customer relations, Cashflow management, Budget support,Expense tracking, Audit Preparation
Superior attention to detail
Analytical thinker
Highly motivated individual
Meticulous & precise
Perform well under pressure
Personal Information
- ID Number: 800209 0133 081
- Health Status: Excellent
- Criminal Record: None
- Date of Birth: 02/09/80
- Gender: Female
- Nationality: SA Citizen
- Driving License: Code 08 (own transport)
- Marital Status: Married
Timeline
Executive Development - Financial Management Fundamentals
University of Stellenbosch
04.2019 - 06.2019
Implementing a quality Management System - ISO 9001:2015
TIQMS
11.2018 - 05.2019
Bookkeeper & Administration
Westech Industries Africa Pty Ltd
08.2018 - 07.2024
Legal Recoveries Advisor
OUTsurance Insurance Company
06.2007 - 08.2018
Personal Assistant
Meijer Attorneys
10.2005 - 05.2007
Branch Administration Officer
Ampath – Dr Du Buisson and Partners
01.2004 - 09.2005
Data input clerk
Ampath – Dr Du Buisson and Partners
08.2003 - 03.2004
Assistant Conference and Function Co-ordinator
Bentley’s Country Lodge
09.2001 - 06.2003
Maitre 'd
Akasia Guest House
12.1999 - 09.2001
Commercial Administration - Business Administration, Communication, Computer & Information Systems, Legal Practice
Vaal Triangle Technikon
01.1999 - 06.2001
Grade 12 -
Schoonspruit High School
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