🇿🇦 Candidate #1073777: Charity (, 48)
Interested in this candidate?
Ancillary activities
Mentorship and Coaching: I have mentored junior finance professionals and interns, providing guidance on career development, client interaction, and technical financial skills.
Entrepreneurial Support for SMEs: I have provided informal advisory services to startups and small business owners on structuring their finances, preparing for funding applications, and managing tax obligations.
Continuous Professional Development: I regularly attend seminars and complete short courses in finance, SA tax law, and financial technologies to stay current with evolving trends and regulations.
Cross-Functional Collaboration: I have worked closely with legal, compliance, and IT departments on integrated client solutions, particularly in complex banking or regulatory environments.
Client Relationship Building Beyond the Numbers: I prioritize building long-term client relationships, often going beyond standard services to provide holistic advice—such as lifestyle planning, legacy planning, and intergenerational wealth transfer.
Looking for...
Accounting, banking and finance
Looking for a Bachelor’s or equivalent level level job per December 2025 for 36 to 40 hours per week.
Asset Management, Management & Maintenance
Commercial (Sales, Customer Service, Recruitment, Retail)
Accountancy
Controlling & Financial Administration
Financial Services
Analysis, Statistics & Consulting
Bachelor’s or equivalent level
Work experience
PART TIME TUTOR
Cape Town
April 2023 -
to present
I teach online and face to face . Mainly English to non English speakers. I teach children from 3 years, teens, young adults and adults. Subjects include accounting, math, social, history economic and management accounting science, business management
FINANCIAL PLANNING ADVISOR
Cape Town
February 2022 -
February 2023
Provide financial planning solutions to clients
BUSINESS CONSULTANT
Cape Town
February 2021 -
September 2021
Provide Data Solutions to SME's. dealing with Business clients only
TAX CONSULTANT/ACCOUNTANT
Cape Town
September 2018 -
to present
Provide tax solutions to clients, Reporting, Analysis, dealing with stakeholders, responsible for statutory returns, Capturing of Journals, invoices, suppliers, reconciliations, assist senior accountant with required information
Customer Consultant
Cape Town
September 2015 -
September 2018
Provide customer service to clients.
TAX CONSULTANT
Cape Town
February 2008 -
September 2014
Tax solution to clients
BANK SUPERVISOR
Harare
August 1999 -
September 2006
Supervision of Reporting Banks as per requirements by the Central Bank
Prior educations
Bachelor’s or equivalent level Diploma in Teaching English (Graduated)
TEFL CHINA WOLRD
January 2023 -
April 2023
Diploma In English
Bachelor’s or equivalent level Accounting (Graduated)
University of South Africa
July 2016 -
October 2023
Bcom Management Accounting Sciences
Post-secondary non-tertiary education Higher Certificate Economics and Management Accounting Sciences (Graduated)
University of South Africa (Sudáfrica)
July 2013 -
October 2014
Higher certificate management accounting sciences
Post-secondary non-tertiary education Banking (Graduated)
Institute of Bankers of Zimbabwe
February 2004 -
September 2006
Higher certificate in banking
Knowledge, skills, traits
Knowledge
- Microsoft Excel
- Microsoft Office 365
- Microsoft Outlook
- Microsoft Powerpoint
- Microsoft Publisher
- Microsoft SharePoint
Skills
- Negotiating
- Reporting
- Financial Reports
- administration
- Reconciliations
- Banking
- business management
- BUSINESS CONSULTANT
- commercial banks
- Cross selling
- client relationships
- Customer service
- Database administration
- Database management
- economics
- retention
- Financial accounting
- Financial Management
- FINANCIAL PLANNING
- financial plans
- Foreign exchange
- History
- FINANCIAL SERVICES
- financial
- financial products
- maintenance
- Management Accounting
- Taking orders
- Risk Management
- tax credits
- tax liabilities
- tax issues
- tax filings
- Tax preparation
- Teaching
- TEFL
Traits
- Analytical
- communication
- Critical thinking
- Problem Solving
- strategies
Languages
English
Native or bilingual
Ancillary activities
Mentorship and Coaching: I have mentored junior finance professionals and interns, providing guidance on career development, client interaction, and technical financial skills.
Entrepreneurial Support for SMEs: I have provided informal advisory services to startups and small business owners on structuring their finances, preparing for funding applications, and managing tax obligations.
Continuous Professional Development: I regularly attend seminars and complete short courses in finance, SA tax law, and financial technologies to stay current with evolving trends and regulations.
Cross-Functional Collaboration: I have worked closely with legal, compliance, and IT departments on integrated client solutions, particularly in complex banking or regulatory environments.
Client Relationship Building Beyond the Numbers: I prioritize building long-term client relationships, often going beyond standard services to provide holistic advice—such as lifestyle planning, legacy planning, and intergenerational wealth transfer.