Dinaledi Financial Solutions comprises of highly skilled professionals that support our clients in accounting, tax, payroll as well as audit and assurance engagements. Our business advisory skills have resulted in our portfolio of large corporations and start up companies practicing leading strategies that effectively channel their entities to grow.In addition to;•Preparing monthly management reports and annual financial statements on behalf of the company clients•Processing bank reconciliations and applicable journals •Ensuring compliance from clients with relevant statutory requirements I am in the process of acquiring my designation of being a Tax Advisor(SA).

Preservations Professional with the key responsibility to reduce the rate of cancelled insurance policies. Accountable for developing the product in response to competitor behaviour and enhancing its appeal to the target market.The role requires a high level of negotiation and entrepreneurial skills to be implemented without exposing the company to further risk.

• Processed sales orders and payments telephonically.• Liaised with the courier company to ensure delivery of orders within the service level agreement. • Proactively provided technical assistance to avoid malfunctioning of coffee machines.

• Provided technical support to eradicate error messages.• Processed journals to initiate transfer of funds where payment was processed into incorrect account. • Actioned upgrade and downgrades of viewing packages.

• Allocated outgoing telegraphic payment requests for the Private Bank portfolio. • Vetted outgoing telegraphic transfers before trading to ensure compliance with the South African Reserve Bank. • Liaised with private bankers on outstanding documents. • Drew up journals for direct ZAR transfers to Mauritius. • Initiated the process of selling foreign currency for transactions that needed to be reversed. • Invoiced completed offshore transfers.

• Processed loan applications telephonically.• Engage in innovate campaigns to source new clients.• Visit branches to align customer experience and enhance business practices.• Report to manager on what can be done to ensure targets are reached.

• Resolved transactional banking queries and traced the source of bank statement transactions. • Reversed debit orders and stopped cheques. • Retrieved tax clearance certificates, archived bank statements and copy of deposit slips. • Issued credit ratings. • Identified opportunities for sales and generated leads.