Patrick T - Tutor in Heuweloord
I am a seasoned finance professional with extensive experience in coordinating, supporting and managing finance related operations. I am currently serving as a Regional Finance Associate for the United Nations Population Fund and responsible for supporting the sound financial administration and management of UNFPA financial policies and procedures in six countries in the Southern Africa Region. I am directly accountable to the Regional International Operations Manager (IOM) and work as part of the Regional Office Team in close collaboration with the Regional Finance Specialist. I have experienced of working in United Nations agencies, International non-profit organization and the public sector and have used Enterprise Resources Planning (ERP) systems that includes but not limited, Pastel, Oracle and Integrated Financial Management System (IFMS). I have advanced Excel spreadsheet skill such as creating pivot tables and charts & chart analysis I am highly organised and versatile with Accounting and Financial Management skills spanning over 9 years experience in developing budgets, forecasting and planning, preparing financial reports, and variance analysis. I am results driven with superior motivational skills and ability to work collaboratively. I have proven ability to efficiently prioritise, consistently meet deadlines and effectively evaluate problems and generate solutions. I am skilled in Cash Flow Management, Management Accounting, Risk Management, Internal Audit, Analytical Skills, Fixed Assets Management, Tax, International Financial Reporting Standards (IFRS), Multi-currency reporting, Contracts Management and Generally Accepted Accounting Principles (GAAP)
Tutor basics
Teaching places
My Home, Students Home, Public Place, and Online
Travelling distance
Patrick will travel 100km from Heuweloord, Centurion, Gauteng, South Africa
Languages spoken
Patrick speaks Zulu, English, Xhosa, and Tswana
Experience
State Accountant: Financial Accounting
Duties and Responsibilities in Financial Accounting (Expenditure) • Ensure that all payments are authorized and comply with PFMA,SCM procedures • Prepare Monthly Suspense Accounts / Monthly Management Accounts • Manage reports, including Trail Balance • Ensure monthly recurrent expenditure is processed for payment in a timely manner e.g Vodacom Account • Reconciliation of balance sheet accounts and bank accounts including bank reconciliations • Prepare travel advances, travel claims and other settlement of advances and process journals in the system • Staff payroll, payroll deductions, overtime, • Prepare bank reconciliations. • Verify and authorise payments on LOGIS integration and BAS • Ensure that suppliers are paid within 30 days as per Treasury Regulations • Compile journals to correct expenditure • Ensure that all payments requests are processed accurately and timeously • Respond to suppliers and audit queries • Check correctness of item allocations in terms of CHART OF ACCOUNTS (COA) Duties and Responsibilities in Procurement • Provide assistance to the Buyer to the procurement issues • Ensure that all procurement process is in accordance to the Internal Control System • Ensure three quotations are received • Managing contracts and tenders Duties and Responsibilities on Financial Reporting and Compliance • Respond to internal and external audits and suppliers • Monitor Conditional Grand’s Respond to parliamentary questions on Expenditure Items • Develop internal controls on payment cycle and suspense accounts • Provide Inputs to the Project Report (Progress reporting in terms of expenditure) • Control and reconciliations of provision and accrual accounts; • Consolidate progress reports and project tasks Duties and Responsibilities in Asset Management • Performance and management of the quarterly and annually reporting on movable assets. • Safeguarding of assets and information • Performance and management of the monthly and annual movable asset register reconciliation. • Maintenance of the movable asset register Duties and Responsibilities on Administration • Update, verify and maintain accounting journals and ledgers and other financial records • Assist in month end reporting procedures • Maintain a filing system in respect of accounting data, records, contract and invoices • Track and audit petty cash • Liaise with other departments/customers/vendors
Regional Finance-Associate
Duties on Financial Management • Manage and maintain Donor Grant Administration • Review donor financial reports and check compliance with policies and procedures • Compilation of annual and quarterly financial statement • Ensure budget line items are not overspent and align to approved project activities • Provide operational support to projects in tracking of regional budgets • Make monthly projections and cash requests • Maintain the budgeting policies and procedures manual • Maintain project records and prepare all modifications to resolve various application issues for grant funds • Compare actual to budgeted results at the end of each reporting period, and report on significant variances • Duties on Accounts payable and Receivables • Ensure that reconciliation of debtors and creditors statements are done monthly • Authorize Day to day transaction (payments, receipts and disbursements) • Manage monthly payroll, and ensure necessary deductions and reimbursements are processed against staff accounts • Ensure that accounting records and books of accounts are kept up to date and are in accordance with chart of account Duties on Banking and Statutory returns • Reconciliation of Bank Accounts – local (ZAR) and foreign accounts (USD) • Prepare statutory returns for review and payment e.g. VAT, UIF • Maintain liaison with local bank and financial institution and keep up to date with financial Regulations • Duties on administrative support to the Programme Unit • Undertake all logistical, administrative and financial arrangements for organization for meetings, workshops, events, and missions • Organize, compile and process information from donors • Monthly forecast report, looking at each cost centre and sitting with each project manager to discuss the report • Ensure efficient cash flow for core office functions Duties and Responsibility on Travel • Check and process travel advances, travel claims and settlement of advance • Negotiate and secure meeting venues; interpretation, prepare meeting documents and meeting reports • Ensure adherence to travel policy Duties on Procurement • Prepare motivation for new contracts or MOUs • Ensure all tender processes are done within the correct policies • Check purchase orders have the correct supporting documentation and are within budget • Authorise new suppliers on the procurement system after checking supporting documentation • Ensure that all procurement procedures are in accordance with the Internal Control System Operations, HR Management & Staff Development • Process and close periodic payrolls • Conduct monthly performance management meetings and annual performance review for the finance • Team • Provide training and coaching to the finance team and programmatic staff on recruitment policies and procedures • Ensure complies with all local labour laws and all staff are registered with the appropriate authorities • Raise employee’s contracts Duties and responsibilities Asset Management • Update fixed asset register monthly/Quarterly and annually • Ensure that assets distributed are registered • Disposal of assets
Education
Bcom Economics - University of Pretoria
Major Subject 1. Economics 2. Business Management 3. Accounting 4 Statistics
Subjects taught
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Financial Accounting
I love helping businesses keep their finances in order because through my financial accounting analysis. I also love teaching businesses how to digitally organize their financial information within a software. I helped a past client make sense of rather disorganized financial reports, receipts, files and documents and recorded. With my practical financial accounting experience of over ten year, I will be able to bring theory and application to life and best of all prepare my students to practice. I was responsible for analyzing the revenue, net profits, margins and costs to finalize and prepare the financial reports sent to upper management.
Patrick teaches Financial Accounting at University/College level(s)