Sabelo Zwane

Cleaned data, merged files, and developed reports using advanced Excel functions and formulas, improving usability for managers to analyze business activities
Automated report delivery to about 300 financial representatives by implementing macros for merging multiple tabs, sending mass emails with attachments, enabling them to make timely decisions
Consolidated reports using data on Assets Under Management, Accounts, enabling access by managers and field teams to use for reporting and evaluation of business performance
Utilized investor platforms such as Pershing’s Netx 360 and Envestnet to build reports that show available data, thereby providing critical insights into business activities and data quality

Confirmed the accuracy of tax on invoices by performing VAT Analysis on more than 500 invoices daily, facilitating timely settlement of payments due to merchants, hence ensuring customer satisfaction
Confirmed the accuracy of amounts to be paid to merchants by verifying invoice totals in Ms-Excel against NetSuite totals, ensuring correct balances and payments to merchants

Prepared quarterly statements, monitoring reports, and executive summaries for retirement plan reviews enabling timely plan review meetings with clients
Updated investment funds in the Fi360 toolkit ensuring accurate monitoring of clients’ investment funds

Updated calculations of losses, expenses and premiums for the dwelling fire and liability business using advanced excel functions and formulas to enable easy and accurate forecasting by actuarial analysts