Candidate Profile for a Accountant

A SAIPA trainee accountant who recently completed her articles and professional evaluation, who brings a useful mix of client-facing financial services experience and hands-on accounting practice. She began as a licensed financial adviser, prospecting clients, running financial needs analyses and closing leads against monthly targets, and later worked in short-term insurance servicing global clients, amending policies, quoting and meeting service KPIs. She has since moved into accounting, managing a client portfolio, compiling annual financial statements and independent reviews for trusts, close corporations and companies, and handling tax submissions. With a BCom in Finance & Accounting and a grounding in invoicing and accounts administration, she combines commercial awareness with solid technical skills. Calm, level-headed, mature and easy to engage with, she builds rapport quickly with clients and colleagues.