Alicia Coetzee

With solid experience of over 10 years in the financial industry,a solid educational and training foundation and an exemplary career at accounting and audit firms, Alicia possesses the required skills and knowledge to be an asset to any organization and contribute meaningfully to the achievement of company objectives. Alicia is registered as Chartered Accountant (SA) and has completed her SAICA and SAIPA articles. Alicia have passed her SAIPA Professional Evaluation as one of South Africa Top 10 candidates and her Postgraduate diploma in Applied Accounting Sciences (CTA Level 2) as one of UNISA Top 20 students of 2017.

Financial Manager: Reporting & Accounting – PEP AFRICA | Parow | (January 2021 - present)

- Managing a team of financial specialists

- Management Accounts and Statutory Reporting

- Manage the following key financial processes:

o MD Report

o Expense Review

o Annual Budgets

o Annual 3 Year Plans

o Special Trial Balance (TBs) (diff years and Portuguese split)

o Annual Audits

o Quarterly Forecasts for IS BS CFS (Income Statement, Balance Sheet and Cash Flow Statement)

o Pepkor Reporting

- Various reports to the business (e.g., Store Income Statements, Cellfin Income Statement, Exco Reports, PEPKOR Reports and Presentations, etc)

- Country Annual Financial Statements - IFRS

- Managing Finance projects (end-to-end) by developing and maintaining up-to-date project plans with key milestones and deadlines

- Involve relevant cross-functional project resources if required, and provide guidance / advice / coaching to improve project management skills, processes and templates and execution within departments

- Perform project close-up activities as required

- Assist with the financial modelling and business plan preparation for various projects and investments

- OTB liaison with Planning for better alignment on forecasts

- Calculate the seasonal financial OTB (Open to Buy) values including (but not limited to):

o Sales Forecasts

o Seasonal costing factors

o Markdown Forecasts

o Actual Markdowns

o Deals

Group Financial Manager – IGrow Group of Companies | Durbanville| (April 2019 – December 2020)

- Responsible for the financial accounting and managementteams to ensure accurate financial record keeping and timely reporting.

- Providing investors with guidance, by implementing trusts as well as corporate and commercial structures, to optimised tax benefits, wealth creation and risk mitigation.

- Head of the IGrow Chartered Accountants which specialises in trust accounting and offers a variety of services including property tax, business accounting & personal tax.

- Assisting Human Resources Manager with candidate placements and review of monthly payroll.

- Review and authorising of weekly payments.

- Preparation of finance applications

- Responsible for overall tax compliance by the group

- Producing timely and relevant management accounts and control which includes margin analysis, project profitability, etc.

- Development of innovative commercial structures which facilitate projects

- Preparation of annual financial statements according to IFRSfor SME’s

- Budget and Cashflow Management

- Prepare audit documentation for external auditors

Audit & Accounting Manager – BFS Konsult | Durbanville| (July 2016 – March 2019)

- Provide management over a portfolio of clients and deliver high quality audit and assurance service, including preparing and reviewing audit plans and work.

- Achieve team and individual budgets and business plan/ performance objectives.

- Manages project financials, including budgets, WIPS, timely billing and collection and variance recognition.

- Maintain the highest technical and professional standard.

- Think strategically about client needs by understanding their business and key risks.

- Addresses situation before they come crises and develops solutions to avoid recurrence,

- Providing additional help and guidance to clients on a consultancy basis.

- Participants in the development of ways to meet client needs, contributes to proposal delivery.

- Identifying ways to maximize the relationship with clients and deliver added value.

- Monitor and control auditing staff.

- Takes a leadership role in professional, business or community organizations.

- Coach, train and develop auditing staff to upgrade their knowledge.

- Be seen as a role model for auditing professionals.

- Carry out practice management activities e.g. resourcing client billing etc.

- Undertake wider office activities, as required.

MBA Essentials - University of Stellenbosch Business School(2021)

Assessment of Professional Competence - SAICA (2018)

Professional Competence Development Program – APT (2018)

Chartered Accountant: Initial Test of Competence – SAICA (2018)

Postgraduate diploma in Applied Accounting Sciences (CTA Level 2) – University of South Africa (2017)

Postgraduate diploma in Accounting Sciences (CTA Level 1) – University of South Africa (2015)

Bachelor’s degree of Accounting Sciences – University of South Africa (2013)

N4 & N5 Cost Accounting – Boland College | Stellenbosch | South Africa (2007)

Subjects: Financial Accounting, Cost & Management Accounting, Entrepreneurship & Business Management, Computerize Financial Systems, Corporate Law.

Senior Certificate – Aggeneys High School | Aggeneys | South Africa (2006)

Subjects: English, Afrikaans, Math, Accounting, Business Economics, Biology.