David Lombard (Ca) Sa Email & Phone Number

Cape Town, Western Cape, South Africa

Cape Town, Western Cape, South Africa

Leading the team and supporting them with the functional and cross functional financial processes and procedures to include not least, Payroll, Month end preparation and analysis, Monthly Management Accounts, Reporting, Budgeting and Forecasting. Working closely with global departments (including finance, reporting, tax, operational and legal departments). Continuously improve processes and team efficiency to ensure accurate and timeous reporting.Provide monthly analysis to global management on actuals against budgets and forecasting. Lead change management in implementing global processes and procedures to ensure South African branch complies. Work closely with and reporting to global management to ensure compliance with global processes and procedures. Pro-actively liaise with different stakeholders to optimise profitability and cash flow management. Cash flow forecasting, monitoring, and reporting to global departments. Review and analysing of project spending throughout project life cycle. Liaise with external auditors in preparation of year end audit.

Cape Town Area, South Africa

Manage and lead interdisciplinary projects for insurance company focused on problem identification and assessment, solution creation, solution implementation and solution management. Drive business process Implementation, business process management and streamlining. Coordinate stakeholder engagement and expectation management as well as core project management duties such as project scoping, supplier sourcing and negotiation, budget preparation and management, determining and specifying reporting requirements, team management and resource planning. Determine system specifications and handle knowledge transfer to developers, management of developer’s time and scope, system implementation, system maintenance and training of system users. Also design and plan user journey experience and user experience testing, preparing training material and user system support. Administer system setup, system improvement, system testing and maintenance, as well as system and data reconciliation and overall system integration planning. Responsible for automation of financial functions and alignment of system output with financial department processes and functions.

Cape Town Area, South Africa

Managed the administration and coordination of client projects for a consulting organisation specialising in strategy implementation, financial management and other financial services. Performed financial roles including budget preparation and monitoring; monthly reconciliations; general ledger, sub-ledger and bank reconciliations; the preparation, interpretation and presentation of monthly and annual management reporting together with timely explanations of variances between actual results and forecasts/budgets as well as corrective action recommendations. Fulfilled additional taxation-related services such as tax calculations, planning, advice, reconciliations, completion and submission of statutory returns and management of all South African Revenue Service (SARS) relevant queries. Additional duties comprised: business process implementation and management; team management and training; payroll; client relationship and expectation management; and strategy planning and implementation support. Services rendered were on a consulting basis in various industries including manufacturing, travel, service delivery, retail and importation for resale.

Cape Town, Western Cape, South Africa

Led all accounting and finance related activities for various start-up companies that formed part of a private equity portfolio. Performed financial functions including budget preparation and tracking as well as monthly reconciliations and reviews. Interpreted and presented monthly and annual management reporting together with variance explanations and corrective actions to be taken. Administered tax-related services such as calculations, planning, advice, reconciliations, completion and submission of statutory returns and management of all SARS queries. Also liaised with lawyers on legal matters, prospectus writing, strategic forecasting and planning.

St Helena Bay, Western Cape

Oversaw all finance and accounting related activities for a transport, trucking and logistics solution provider. Managed financial activities such as budgeting and monitoring; monthly reconciliations including general ledger, sub-ledger and bank reconciliations; preparation, interpretation and presentation of monthly and annual management reports with variance explanations together with action recommendations. Tax calculations, planning, advice, reconciliations, completion and submission of statutory returns and management of all SARS queries. Additional responsibilities included: business process design, implementation and management; team management and mentorship; payroll administration; and client relationship management.

Stellenbosch, Western Cape, South Africa

Executed an audit training role in performing assurance-related work on allocated clients. Responsible for execution of administrative duties such as the compiling client reports, reconciling of accounts, completion of tax returns, finalisation of audit files and proposing audit opinions.

Pgdip Bma (Cum Laude), Business Administration And Management, General, Nqf Level 8

Post Graduate course in all aspects of business management and administration

Agile Project Management, Project Management

Project Management Principles & Practices, Project Management

Business System Analysis, Nqf Level 5, Management Information Systems And Services

Bachelor Of Accounting Science (Bcompt) Honours Accounting, Accounting And Finance

Bachelor'S Degree, Accounting And Finance

Senior Certificate, General Studies