Summary
Overview
Work History
Education
Skills
Certification
Languages
Coding
Timeline
Generic

Aubrey Mokwane

Johannesburg

Summary

A finance professional with experience in reporting, equities prime broking, treasury, pension & provident funds, teaching, warehouse business control and interacting with stakeholders and clients.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Business Control Graduate

Volvo Group
10.2024 - Current
  • Preparation of freight reports
  • Business analysis
  • Analyzing of freight billing reports
  • Reconciliations of freight reports and invoices

MS Officer

Abraham Serote Secondary School
02.2024 - 08.2024
  • Administration
  • Teaching
  • Negotiations

Intern: Commercial Analyst

JSE
10.2022 - 12.2023
  • Financial planning and analysis: -1
  • Analyzing of month end divisional general expenses per cost center and revenue by Capital Markets, Information Services and Post Trade Services on trading volumes and fees which included trading stats drivers affecting the revenue - 2
  • Preparing divisional budgets for fiscal year and forecasting for divisional future spending against budget with year on year, month on month analysis of spending against both budget and forecasts
  • Data analysis: Analyzing data and fees for both Strate and JSE from Information Services

Recon Clerk

Metal Industries Benefit Fund Administrators
03.2022 - 09.2022
  • Checking of benefits paid for Workflow, Surplus, Retirement, Death claims and instalments
  • Reconciliation of Death Instalment Trust monies for EIPF, EIDC and MIPF
  • Reconciling changes made and checking of these changes to pensioners
  • Keeping record of actions completed for statistical purposes

Treasury Reconciler

Road Accident Fund
03.2021 - 03.2022
  • Accessing claims information on the system, recording & saving documents, reconciling on claim matters that are requested and not yet paid, reconciling of bank attachments transactions to claim management system, tracking and recording of outstanding matters with regional dependency, interest calculation, client liaison & communicating with relevant stakeholders, SAP remittance Advice & document checks

Prime Broking Client Service Specialist

Rand Merchant Bank
08.2019 - 07.2020
  • Booking of trades into the system for equities and CFDs, attending client queries, handling account payments & receipts for both margin calls and collateral with Securities Landing, daily & monthly reconciliations, spot fx transactions on the system and filing documents for regulations, analyzing and managing clients' cash standing and unit trusts

Finance Graduate

Rand Merchant Bank
07.2018 - 07.2019
  • Financial analysis: Analyzing of financial statements
  • Management reporting: Preparation of PowerPoint slides for management for month to month expenses for the bank's divisional and cost centre spending with Interdivisional recons
  • Budget forecasts: Preparing budget numbers against inflationary effects and economic requirements with forecasts for future spending for all divisions and cost centres of Rand Merchant Bank and FCC (FirstRand cost centres)
  • Headcount: Managing month to month spending on salaries for headcount
  • Bank reconciliations: Reconciling Rand Merchant Bank transactions with RMB and FNB Africa's stakeholders
  • ARP project: Desktop and field research with presentations for solutionists projects at GIBS Business School in conjunction with FirstRand and RMB
  • FLB presentations: Presentations to the board on the ripple effect of unemployment into the South African economy

Receiving Clerk

Hilton Sandton
06.2014 - 06.2014
  • Invoice data capture
  • Purchase order tracking
  • Stock count and distribution
  • Customer services

Education

Bachelor of Commerce - Finance

University of the Witwatersrand

Certification - Science Class

Education Alive School
11.2010

Skills

  • Project engagement and presentations
  • Client liaison
  • Stakeholder engagement
  • Financial planning
  • Financial analysis
  • Data analysis and administration (Microsoft Power Query, Microsoft Power Automate, SQL Server Management Studio)
  • Reconciliations
  • Solutionist/Business analysis
  • Tutor/Teaching
  • Cost accounting
  • Warehouse: Inbound
  • Receiving

Certification

  • Excel (Intermediate and basic macros), 03/01/18
  • POPIA and Ethics, 11/01/10

Languages

Sepedi
English

Coding

SQL Server Management Studio: Preparing database tables and queries in updating data

Visual Studio: Web and windows form building for c#

Jupyter Notebook: Web scraping  

Timeline

Business Control Graduate

Volvo Group
10.2024 - Current

MS Officer

Abraham Serote Secondary School
02.2024 - 08.2024

Intern: Commercial Analyst

JSE
10.2022 - 12.2023

Recon Clerk

Metal Industries Benefit Fund Administrators
03.2022 - 09.2022

Treasury Reconciler

Road Accident Fund
03.2021 - 03.2022

Prime Broking Client Service Specialist

Rand Merchant Bank
08.2019 - 07.2020

Finance Graduate

Rand Merchant Bank
07.2018 - 07.2019

Receiving Clerk

Hilton Sandton
06.2014 - 06.2014

Certification - Science Class

Education Alive School

Bachelor of Commerce - Finance

University of the Witwatersrand
Aubrey Mokwane