Charles Shau

CURRICULUM VITAE FOR CHARLES SHAU Charles Shau – Managing Partner / Finance Business Partner Location: 7 Longwood Court, 73 Prospect Road Umbilo, Durban, 4001 E-mail:-LinkedIn: www.linkedin.com/in/charles-shau Cell phone: - PROFESSIONAL PROFILE A Fellow Chartered Certified Accountant with over a decade of experience in auditing, accounting, and tax services for a diverse range of businesses. Expertise in all aspects of accounting, from technical proficiency to strategic insights, drives optimal outcomes for clients. WORK EXPERIENCE: Managing Partner - Heritage Chartered Certified Accountants (Pty) Ltd [03 2023 to Date] Accounting & Assurance Services • Financial statement preparation • Independent Reviews • Bookkeeping (Online – Sage One, Xero, Zoho, QuickBooks) • Management accounts • Payroll processing Tax Services • Value-added tax (VAT) services • Corporate and personal tax compliance • Tax advisory and planning Advisory & Consulting Services • Business consulting and strategy • Corporate finance and valuation • CIPC Services Training and Development CURRICULUM VITAE FOR CHARLES SHAU • Staff training on accounting standards and compliance • Workshops and seminars for businesses Finance Business Partner – Durban Bulk Services & Reid Innovations (Pty) Ltd [01 2024 to Date] Financial Reporting and Analysis: • Preparing and presenting financial reports to management • Analyse financial data to identify trends and patterns, and to develop recommendations for improving the company's financial performance. • identify and implement process improvements in the finance department. Budgeting and Forecasting: • • Develop and implement budgets and forecasts. Monitor actual performance against budgets and forecasts and identify any areas of concern. Strategic Planning: • Provide financial analysis and support to management as they develop and implement short- and long-term strategic plans. Risk management: • • Assist management to identify and assess business risks. Develop strategies to mitigate those risks. Relationship Management: • Build and maintain relationships with key stakeholders, such as investors, lenders, and auditors. Lecturer – Shree Institute of Professional Studies (Pty) Ltd [03 2023 to Date] Facilitating learning in the following ACCA Subjects: (i) (ii) (iii) (iv) (v) Taxation South Africa (TX-ZAF) Financial Reporting (FR) Audit and Assurance (AA) Financial Management (FM) Management Accounting (MA) CURRICULUM VITAE FOR CHARLES SHAU Audit Senior - Holdstock and Watson Inc. [- to-] • • • • • • • • • • • • • • • • • Preparing the audit plan, assigning tasks to team members, and monitoring progress. Identifying and assessing the risks of material misstatement and designing audit procedures to address identified risks. Presenting audit findings and finding ways to increase compliance and efficiency. Scheduling audits, ensuring that resources are available, and communicating with clients. Training and mentoring junior audit clerks. Overseeing the work of junior auditors and ensuring that audit procedures are conducted in accordance with professional ethical standards and internal policies. Reviewing audit team members' work for accuracy and compliance to ensure that the audit work is conducted in accordance with auditing standards and that the findings are supported by audit evidence. Developing and maintaining relationships with clients. Preparing external financial reports such as annual financial statements using applicable accounting standards such as IFRS. Reviewing financial statements in accordance with legal & regulatory requirements. Analyse financial statements to evaluate and assess the financial performance of the business. Performing & reviewing tax calculations of Value Added Tax, Personal Taxes & Corporate Income Tax. Monitoring client tax compliance to ensure that their compliance with applicable tax laws and regulations is not compromised. Assisting clients in developing effective tax strategies and plans to minimise tax liabilities while remaining compliant with relevant tax laws and regulations. Performing tax research updates on tax laws, regulations, rulings, and interpretations to provide clients with accurate and reliable tax advice. Perform Tax Audits and Controversies - assisting clients during tax audits or investigations. Assist clients during tax audits or investigations by tax authorities, providing support, guidance, and representation. Senior Financial Accountant – Holdstock and Watson Inc. [05 2014 to 12 2020] Financial Accountant - RaeZar Accounting Pty Ltd [06 2013 - 04 2014] Accountant - Revelation Consulting Inc. [10 2012 - 05 2013] Accountant - Execubiz CC [03 2012 – 09 2012] Teacher - Kingdom Heritage Academy [01 2009 - 02 2012] Finance Assistant - Torquary (Pty) Ltd [01 2007 - 12 2008] CURRICULUM VITAE FOR CHARLES SHAU Teacher - Ministry of Education [01 2001 - 12 2006] Skills and Attributes: • Strong analytical and problem-solving skills. • Attention to detail and high level of accuracy in financial analysis. • Effective communication skills in explaining complex financial information. • Excellent analytical and problem-solving skills. • Ability to work independently or as part of a team and to meet deadlines. • Adhere to professional principles such as integrity, confidentiality, objectivity and professional competence. PROFESSIONAL AND EDUCATIONAL QUALIFICATIONS Association of Chartered Certified Accountants (ACCA) Bachelor of Accounting Science (BCompt) – University of South Africa Bachelor of Science in Psychology – Zimbabwe Open University Diploma in Education – University of Zimbabwe Bachelor of Commerce in Law – University of South Africa [Current Studies - 2nd Year] Reference Available on request