RecruitMyMom

Financial Planning and Analysis

• Execute full-function monthly bookkeeping and reconciliations, ensuring accurate reporting up to the balance sheet level.
• Manage all SARS e-filing submissions, including VAT returns, and ensure full compliance with South African tax legislation and COIDA annual return requirements.
• Oversee the monthly payroll processing for a small team and manage the secure loading of bank payments.
• Lead the preparation of annual financial statements, ensuring adherence to relevant accounting standards.
• Support a lean start-up model through the smart deployment and implementation of cloud-based accounting systems and integrated online tools.

Fractional Finance Manager

• Accurately capture and update fund performance data, manager profiles, and market intelligence into the central database.
• Cross-verify data entries against source documents (e.g., fact sheets and reports) to ensure 100% accuracy and consistency.
• Follow up with fund managers and industry partners via email and telephone to collect missing data or clarify information.
• Assist in the preparation of reports, newsletters, and administrative tasks related to the annual Symposium.
• Maintain an efficient digital filing system for all industry reports and sensitive commercial documentation.

Part-time Financial Data Capturer

Operations

• Act as the first point of contact for guest inquiries, property concerns, and troubleshooting requests, delivering professional and rapid resolutions.
• Utilise specific scripts to guide inquiries away from third-party platforms toward direct booking channels to optimise organisational tax and platform efficiencies.
• Coordinate property-related issues by assessing guest needs and providing immediate guidance or escalation according to established protocols.
• Maintain accurate records within a bespoke property management system, ensuring all bookings and communications are updated in real-time.
• Work closely with the UK-based team to ensure a fluid transition between daytime operations and evening/weekend support.

Guest Relations – Property Operations Coordinator

Executive Assistant

• Manage and prioritise executive email communications, coordinate calendars, meetings, travel arrangements, and provide administrative support.
• Act as a traffic coordinator, managing project flow between the executive, creative team, and external service providers.
• Obtain detailed project briefs and clarify requirements with stakeholders before briefing suppliers.
• Source and obtain quotes from service providers, prepare initial cost estimates, and assist with project budget tracking.
• Assist with report preparation, presentations, and maintain organised records of briefs, quotes, and project documentation.
• Coordinate timelines and ensure marketing deliverables are completed on schedule, providing regular project updates and progress reports.
• Collaborate closely with the executive to ensure operational efficiency and reduce administrative bottlenecks.

Executive Assistant – Traffic Coordinator

• Manage a complex global diary, orchestrating appointments across multiple time zones with precision.
• Draft and format technical proposals and reports using established templates within the Microsoft 365 suite.
• Execute daily tasks independently, managing a workflow where priorities are set for the following business day.
• Handle professional email correspondence with high-profile clients, maintaining a polished and discreet tone.
• Monitor deadlines for active consulting bids and ensure all supporting documentation is accurate and submitted on time.
• Provide occasional assistance with marketing materials and graphic formatting for presentations.

Virtual Assistant, PA

Bookkeeper

• Manage day-to-day bookkeeping tasks using Xero.
• Reconcile bank accounts, credit cards, and petty cash transactions.
• Process supplier invoices, ensure accurate coding, and manage payment runs.
• Handle sales invoicing and monitor outstanding receivables.

Fractional Finance Manager

Part-time Financial Data Capturer

Guest Relations – Property Operations Coordinator

Executive Assistant – Traffic Coordinator

Virtual Assistant, PA

Part-time Bookkeeper