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BRADLEY CARTER
Occupation Chartered Accountant
Gender Male
Nationality South African
Availability Immediate
Contact Details
Cell phone +61 (0) 405-463-849
Email brad.carts@gmail.com
Skype brad.carts
LinkedIn http://za.linkedin.com/in/bradleycarter1
Residential Location Elizabeth Bay, Sydney, New South Wales
Professional Profile
A Chartered Accountant with more than 7 years’ post qualifying experience as a Finance Manager and Financial
Accountant within the financial services, mining, manufacturing and retail sectors. Analytical thinker, problem
solver with a good balance of reporting and operational experience. Currently seeking a position as a Financial
Accountant / Financial Manager.
Education
2004
Rand Afrikaans University
B.Comm Accounting (Honours) Degree
1997
Roosevelt High School
Grade 12 (Matric)
Professional Registrations / Memberships
• Member of the South African Institute of Chartered Accountants.
Computer Skills
• Microsoft Office (Word, Excel, PowerPoint)
• Syspro (Excellent)
• BAAN (Good)
• COGNOS (Good)
• Tax Integrator (Good)
• CaseWare (Excellent)
• Pastel Partner (SAGE) & Pastel Payroll (Excellent)
• Vanilla Payroll (Excellent)
• Smart Stream (Good)
Areas of Expertise
• Listed entity and Group consolidation experience.
• Cost saving methodologies.
• Monthly financial reporting.
• Budgeting and forecasting.
• Variance analysis and providing meaningful insights.
• Statutory financial statements.
• Tax calculations.
• Performing complex reconciliations.
• Excellent Microsoft Excel skills
Career History
1. JUN 2015 – PRESENT
Challenger Limited
Sydney, Australia
1
Senior Accountant
Overview
• Challenger Limited is an ASX-listed investment management firm managing more than $59.8 billion in
assets (as at 30 June 2015). Their core business is superannuation’s and annuity income advice.
• Turnover of A$1.7 billion per annum
• Staff of 560
Responsibilities
• Weekly cash flow forecasts for the group;
• Preparing monthly cash flow statements;
• Preparing monthly management accounts for 4 entities;
• Balance sheet reconciliations;
• Variance analysis;
• Group elimination journals;
• Normal and deferred tax calculations and journals;
• Reconciling tax integrator to the general ledger;
• BAS/GST calculations;
• Preparing annual tax returns for subsidiaries;
• Month end journal (accruals, amortisation, provisions) processing in Smart Stream;
• Calculating foreign exchange gains/losses;
• Drafting special purpose annual financial statements and
• Assisting with the annual report.
Achievements
• Exposure to a large listed environment;
• Challenging role where I was required to “think out of the box”;
• Attention to detail and having to perform with minimal supervision
• “Hit the road running”, high paced and pressurised environment
2. OCT 2013 – MAR 2015
Medela South Africa
Johannesburg, South Africa
FINANCIAL MANAGER
Overview
• Medela South Africa is the official importer and distributor of Medela breast feeding products in Southern
Africa.
• Turnover of A$3 Million per annum
Responsibilities
• Directly managing a staff complement of 10.
• Analysing competitors and market trends.
• Arranging new sources of finance for the company's debt facilities.
• Developing external relationships with appropriate contacts (Bankers and Auditors).
• Drafting annual financial statements.
• Formulating strategic and long-term business plans.
• Working with foreign exchange and forward cover and compliance with import regulations.
• Managing working capital.
• Preparing balance sheet reconciliations.
• Preparing monthly management accounts.
• Preparing payroll.
• Researching and reporting on factors influencing business performance.
• Submitting VAT, income and payroll tax returns.
Achievements
• Moving the entity operations from a sole proprietor to a private company with limited liability, including bank
account, statutory and tax registrations.
• Reduced monthly costs by 25% by renegotiating the terms of stock and office insurance. Monitoring
telephone and fuel spend and critically analysing all monthly debit orders
• Implemented a stock model thereby reducing stock purchases.
• Implemented a number of internal controls.
3. MAR 2013 – SEP 2013
Filtec SA LLC
Johannesburg, South Africa
2
FINANCIAL MANAGER
Overview
• Filtec offers a full line of equipment for inspection and marking of empty and full containers on bottling,
canning and packaging lines.
• Major customers being South African Breweries and Coca Cola.
• A subsidiary of a US company with the head office in California.
Responsibilities
• Directly managing a staff complement of 3.
• Balancing intercompany loans.
• Maintaining fixed asset register.
• Preparing and reviewing creditors’ reconciliations.
• Preparing balance sheet reconciliations.
• Preparing monthly management accounts.
• Preparing payroll.
• Preparing weekly cash flow forecasts.
• Reviewing bank reconciliations.
• Submitting VAT and payroll tax returns.
• Working capital management.
• Exposure to US GAAP and Sarbanes Oxley.
Achievements
• Produced a set of accounts in an auditable format within a strict reporting deadline after the Financial
Accountant absconded during the audit. Recompiling the trial balance and ensuring the necessary
reconciliations were prepared.
• Reduced monthly costs by 40% by renegotiating the terms of stock and office insurance. Monitoring
telephone and fuel spend and criticially analysing all monthly debit orders.
• Detection of fraud and mitigation of future risk.
• Implemented an entirely new system of internal controls.
4. OCT 2011 – DEC 2012
Paladin (Africa) Ltd
Karonga District, Malawi
ASSISTANT FINANCIAL MANAGER
Overview
• Paladin (Africa) Ltd, a subsidiary of Paladin Energy Ltd, an Australian uranium mining company, listed on
both the Australian Securities Exchange and Toronto Stock Exchange. Paladin Africa’s mining operations
are based in Northern Malawi.
• Annual turnover of A$200 Million
Responsibilities
• Providing training and guidance as well as supervision of 10 accounting staff.
• Approving payments and reviewing creditors’ reconciliations.
• Compiling the annual budget.
• Conducting daily Syspro maintenance, including balancing ledgers and sub-ledgers.
• Drafting annual and half year financial statements.
• Ensuring compliance with relevant tax legislation.
• Handling impairment calculations of both inventory and fixed assets.
• Maintaining fixed asset register.
• Maintaining the inventory model.
• Preparing monthly management accounts.
• Detailed analysis and interpreting monthly results and presenting these to management.
Achievements
• Streamlined the accounting function.
• Met tight reporting deadlines on a regular basis.
• Worked in a harsh, challenging environment.
5. FEB 2009 – SEP 2011
Beige Holdings Limited
Johannesburg, South Africa
GROUP ACCOUNTANT
Overview
• Beige is a contract manufacturer of fast moving consumer goods in the personal and homecare sectors with
Unilever as one of the major customers.
• Listed on the Johannesburg Stock Exchange
3
• Annual turnover of A$100 Million
Responsibilities
• Assisting with the group treasury function, including negotiating facilities with the banks and monitoring and
planning future payment commitments.
• Conducting goodwill impairment testing.
• Forecasting cash flow.
• Handling group consolidation and Annual Report, including the sustainability report.
• Managing the subsidiary Financial Managers.
• Preparing and consolidating monthly group management accounts.
• Preparing and consolidating the annual group budget.
• Preparing group and subsidiary tax computations
• Preparing subsidiary financial statements.
• Preparing the audit packs.
• Compliance with JSE listings and regulations.
Achievements
• Created an audit pack template and redesigned the financial statements, dramatically reducing the time and
risk of human error.
• Produced the company Annual Report in its entirety within the specified timeframe as required by the
shareholders and Johannesburg Stock Exchange regulations.
• Delivered numerous KPI’s in a pressured environment.
6.1 FEB 2008 – JAN 2009
RSM Betty & Dickson
Johannesburg, South Africa
AUDIT MANAGER
Responsibilities
• Directly managing a staff complement of between 10 and 15, depending on the size of the audit assignment.
• Reviewing audit files as well as assisting with consolidating the year-end results of Gem Diamonds Limited,
a diamond mining company listed on the London Stock Exchange.
Major Projects
• Fulfilling the function of Financial Manager, for a mining project of Gem Diamonds Limited based in Luanda
Angola.
Achievements
• Regularly completed the audit within the stipulated time and budget.
Career History: Previous Positions
6.2
ARTICLE CLERK
RSM Betty & Dickson
Feb 2005 – Jan 2008
Key Strengths
• Well-organised; good planner and time-manager.
• Able to handle change and adapt to new situations.
• Logical approach to analysing problems and determining key issues.
• Focus on accuracy and attention to detail.
• Able to interact with other people at all levels of the organisation and from diverse backgrounds.
• Good interpersonal skills - works well with others, motivates and encourages.
• Team player, good motivation and collaboration skills.
• Focused, self-motivated and target driven; determined to succeed.
• Ability to build trust and credibility with managers and employees.
• Able to work on own initiative, with minimum supervision.
Endorsements
“Brad was extremely reliable, professional and conscientious…I would re-employ Brad without a
moment’s hesitation if there was any opportunity available…” Clive Whitlow, Group Financial Manager,
Beige Holdings Limited
References
Available on request.
4

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Bradley Carter

  • 1. BRADLEY CARTER Occupation Chartered Accountant Gender Male Nationality South African Availability Immediate Contact Details Cell phone +61 (0) 405-463-849 Email brad.carts@gmail.com Skype brad.carts LinkedIn http://za.linkedin.com/in/bradleycarter1 Residential Location Elizabeth Bay, Sydney, New South Wales Professional Profile A Chartered Accountant with more than 7 years’ post qualifying experience as a Finance Manager and Financial Accountant within the financial services, mining, manufacturing and retail sectors. Analytical thinker, problem solver with a good balance of reporting and operational experience. Currently seeking a position as a Financial Accountant / Financial Manager. Education 2004 Rand Afrikaans University B.Comm Accounting (Honours) Degree 1997 Roosevelt High School Grade 12 (Matric) Professional Registrations / Memberships • Member of the South African Institute of Chartered Accountants. Computer Skills • Microsoft Office (Word, Excel, PowerPoint) • Syspro (Excellent) • BAAN (Good) • COGNOS (Good) • Tax Integrator (Good) • CaseWare (Excellent) • Pastel Partner (SAGE) & Pastel Payroll (Excellent) • Vanilla Payroll (Excellent) • Smart Stream (Good) Areas of Expertise • Listed entity and Group consolidation experience. • Cost saving methodologies. • Monthly financial reporting. • Budgeting and forecasting. • Variance analysis and providing meaningful insights. • Statutory financial statements. • Tax calculations. • Performing complex reconciliations. • Excellent Microsoft Excel skills Career History 1. JUN 2015 – PRESENT Challenger Limited Sydney, Australia 1
  • 2. Senior Accountant Overview • Challenger Limited is an ASX-listed investment management firm managing more than $59.8 billion in assets (as at 30 June 2015). Their core business is superannuation’s and annuity income advice. • Turnover of A$1.7 billion per annum • Staff of 560 Responsibilities • Weekly cash flow forecasts for the group; • Preparing monthly cash flow statements; • Preparing monthly management accounts for 4 entities; • Balance sheet reconciliations; • Variance analysis; • Group elimination journals; • Normal and deferred tax calculations and journals; • Reconciling tax integrator to the general ledger; • BAS/GST calculations; • Preparing annual tax returns for subsidiaries; • Month end journal (accruals, amortisation, provisions) processing in Smart Stream; • Calculating foreign exchange gains/losses; • Drafting special purpose annual financial statements and • Assisting with the annual report. Achievements • Exposure to a large listed environment; • Challenging role where I was required to “think out of the box”; • Attention to detail and having to perform with minimal supervision • “Hit the road running”, high paced and pressurised environment 2. OCT 2013 – MAR 2015 Medela South Africa Johannesburg, South Africa FINANCIAL MANAGER Overview • Medela South Africa is the official importer and distributor of Medela breast feeding products in Southern Africa. • Turnover of A$3 Million per annum Responsibilities • Directly managing a staff complement of 10. • Analysing competitors and market trends. • Arranging new sources of finance for the company's debt facilities. • Developing external relationships with appropriate contacts (Bankers and Auditors). • Drafting annual financial statements. • Formulating strategic and long-term business plans. • Working with foreign exchange and forward cover and compliance with import regulations. • Managing working capital. • Preparing balance sheet reconciliations. • Preparing monthly management accounts. • Preparing payroll. • Researching and reporting on factors influencing business performance. • Submitting VAT, income and payroll tax returns. Achievements • Moving the entity operations from a sole proprietor to a private company with limited liability, including bank account, statutory and tax registrations. • Reduced monthly costs by 25% by renegotiating the terms of stock and office insurance. Monitoring telephone and fuel spend and critically analysing all monthly debit orders • Implemented a stock model thereby reducing stock purchases. • Implemented a number of internal controls. 3. MAR 2013 – SEP 2013 Filtec SA LLC Johannesburg, South Africa 2
  • 3. FINANCIAL MANAGER Overview • Filtec offers a full line of equipment for inspection and marking of empty and full containers on bottling, canning and packaging lines. • Major customers being South African Breweries and Coca Cola. • A subsidiary of a US company with the head office in California. Responsibilities • Directly managing a staff complement of 3. • Balancing intercompany loans. • Maintaining fixed asset register. • Preparing and reviewing creditors’ reconciliations. • Preparing balance sheet reconciliations. • Preparing monthly management accounts. • Preparing payroll. • Preparing weekly cash flow forecasts. • Reviewing bank reconciliations. • Submitting VAT and payroll tax returns. • Working capital management. • Exposure to US GAAP and Sarbanes Oxley. Achievements • Produced a set of accounts in an auditable format within a strict reporting deadline after the Financial Accountant absconded during the audit. Recompiling the trial balance and ensuring the necessary reconciliations were prepared. • Reduced monthly costs by 40% by renegotiating the terms of stock and office insurance. Monitoring telephone and fuel spend and criticially analysing all monthly debit orders. • Detection of fraud and mitigation of future risk. • Implemented an entirely new system of internal controls. 4. OCT 2011 – DEC 2012 Paladin (Africa) Ltd Karonga District, Malawi ASSISTANT FINANCIAL MANAGER Overview • Paladin (Africa) Ltd, a subsidiary of Paladin Energy Ltd, an Australian uranium mining company, listed on both the Australian Securities Exchange and Toronto Stock Exchange. Paladin Africa’s mining operations are based in Northern Malawi. • Annual turnover of A$200 Million Responsibilities • Providing training and guidance as well as supervision of 10 accounting staff. • Approving payments and reviewing creditors’ reconciliations. • Compiling the annual budget. • Conducting daily Syspro maintenance, including balancing ledgers and sub-ledgers. • Drafting annual and half year financial statements. • Ensuring compliance with relevant tax legislation. • Handling impairment calculations of both inventory and fixed assets. • Maintaining fixed asset register. • Maintaining the inventory model. • Preparing monthly management accounts. • Detailed analysis and interpreting monthly results and presenting these to management. Achievements • Streamlined the accounting function. • Met tight reporting deadlines on a regular basis. • Worked in a harsh, challenging environment. 5. FEB 2009 – SEP 2011 Beige Holdings Limited Johannesburg, South Africa GROUP ACCOUNTANT Overview • Beige is a contract manufacturer of fast moving consumer goods in the personal and homecare sectors with Unilever as one of the major customers. • Listed on the Johannesburg Stock Exchange 3
  • 4. • Annual turnover of A$100 Million Responsibilities • Assisting with the group treasury function, including negotiating facilities with the banks and monitoring and planning future payment commitments. • Conducting goodwill impairment testing. • Forecasting cash flow. • Handling group consolidation and Annual Report, including the sustainability report. • Managing the subsidiary Financial Managers. • Preparing and consolidating monthly group management accounts. • Preparing and consolidating the annual group budget. • Preparing group and subsidiary tax computations • Preparing subsidiary financial statements. • Preparing the audit packs. • Compliance with JSE listings and regulations. Achievements • Created an audit pack template and redesigned the financial statements, dramatically reducing the time and risk of human error. • Produced the company Annual Report in its entirety within the specified timeframe as required by the shareholders and Johannesburg Stock Exchange regulations. • Delivered numerous KPI’s in a pressured environment. 6.1 FEB 2008 – JAN 2009 RSM Betty & Dickson Johannesburg, South Africa AUDIT MANAGER Responsibilities • Directly managing a staff complement of between 10 and 15, depending on the size of the audit assignment. • Reviewing audit files as well as assisting with consolidating the year-end results of Gem Diamonds Limited, a diamond mining company listed on the London Stock Exchange. Major Projects • Fulfilling the function of Financial Manager, for a mining project of Gem Diamonds Limited based in Luanda Angola. Achievements • Regularly completed the audit within the stipulated time and budget. Career History: Previous Positions 6.2 ARTICLE CLERK RSM Betty & Dickson Feb 2005 – Jan 2008 Key Strengths • Well-organised; good planner and time-manager. • Able to handle change and adapt to new situations. • Logical approach to analysing problems and determining key issues. • Focus on accuracy and attention to detail. • Able to interact with other people at all levels of the organisation and from diverse backgrounds. • Good interpersonal skills - works well with others, motivates and encourages. • Team player, good motivation and collaboration skills. • Focused, self-motivated and target driven; determined to succeed. • Ability to build trust and credibility with managers and employees. • Able to work on own initiative, with minimum supervision. Endorsements “Brad was extremely reliable, professional and conscientious…I would re-employ Brad without a moment’s hesitation if there was any opportunity available…” Clive Whitlow, Group Financial Manager, Beige Holdings Limited References Available on request. 4