Rushaan Moerat

• Assist and provide guidance to management and board on organisational structure
• Provides strategic direction for operations and finance
• Provides regulatory consulting services
• Assist with development and provide guidance for sustainable funding
• Facilitate management strategic workshops
• Analyse operational processes and determines gap to proposed solution
• Provide and assist with digital footprint
• Oversee project management of new initiatives
• Facilitated training, development and guidance for management and youth
• Aligned closely with business owners and employees to gather information and gain operational insight.
• Created and developed detailed work plans to meet business priorities and deadlines.
• Collaborated with teams to define, strategize, and implement marketing and web strategies.
• Developed effective improvement plans in alignment with goals and specifications.
• Helped meet changing demands by recommending improvements to business systems or procedures.
• Optimized customer experience by delivering superior services and effectively troubleshooting issues.
• Evaluated customer needs and feedback to drive product and service improvements.
• Developed funding models and strategies and execute plan
• Project management on various sized projects and operations
• Liaised with management to better understand needs and recommend appropriate solutions.
• Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
• Managed multiple deadlines across several businesses to meet dynamic needs of multiple clients.

• Determining company’s strategic objectives and policies
• Evaluated company documentation to verify alignment with regulatory requirements.
• Drafted and distributed reports to assist board members with critical business decisions.
• Remained composed and highly professional in fast-paced and constantly changing environment, effectively handling challenging situations and difficult individuals to achieve objectives.
• Monitoring progress towards achieving objectives and policies
• Appointing senior management
• Accounting for company’s activities to relevant parties, eg shareholders
• Worked closely with organizational leadership and board of directors to guide operational strategy.

• Design and review strategic direction for delivery of Financial and Risk Management functions in accordance with contractual requirements, regulatory obligations and Corporate Strategic
• Established performance goals for department and provided methods for reaching milestones.
• Increased company growth through collaboration with sales and marketing departments.
• Hired and managed employees to maximize productivity while training staff on best practices and protocols.
• Identified opportunities to improve business process flows and productivity.
• Collaborated with senior management to develop strategic initiatives and long term goals.
• Mitigated regulatory risks by overseeing adherence to insurance and safety regulations.
• Demonstrated proficient leadership skills to motivate employees and build competent teams.
• Established performance goals for department and outlined processes for achievement.
• Clarified roles, responsibilities and expectations of staff.
• Identified and resolved issues between employees, promoting better collaboration and mutual respect.
• Monitored key business risks and established risk management procedures.
• Created succession plans to provide continuity of operations during leadership transitions.
• Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
• Cultivated company-wide culture of innovation and collaboration.
• Communicated business performance, forecasts and strategies to investors and shareholders.
• Oversaw business-wide changes to modernize procedures and organization.
• Managed financial, operational and human resources to optimize business performance.
• Implement and measure mechanisms to achieve organisational effectiveness and delivery of Financial and Risk Management services
• Monitor outputs and address further decision making through prescribed reporting channels
• Take decisive action to improve or change processes to achieve strategic function of Finance and
• Risk Management
• Monitor and drive the measurement of cost and efficiency activities
• Contribute to the strategic outlook and view of the region and projects to maximize commercial opportunity
• Maintain strong and robust relations with all stakeholders
• Strengthened communication skills through regular interactions with others.
• Proved successful working within tight deadlines and a fast-paced environment.
• Passionate about learning and committed to continual improvement.

In respect of commercial management

• Supporting the CEO in strategy development, in particular for the broad commercial perspective
• Developing and implementing commercial risk strategies in accordance with the group wide risk manager
• Implementing the strategic commercial framework
• Built and used pricing models, market analysis and contract collateral to prove out and pave way for new solutions.
• Constructed business case models and identified credible value-based calculations.
• Advised on capture strategy, solutions and costing and pricing deals.
• Increased profit margins by effectively controlling budget and overhead and optimizing product turns.
• Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
• Managing day-to-day commercial outcomes
• Taking the lead in commercial structuring, project financing, dealing with clients, customers, banks etc
• Monitoring performance from a commercial perspective
• Supporting the project bidding process from a commercial perspective, including supplier price negotiations, operations and service level requirements

In respect of finance and reporting

• Final review of management accounts, forecasts and budgets
• Dealing with financial institutions
• Dealing with auditors regarding significant audit issues
• Oversight of the regime of internal control within the finance function
• Final review of tax returns and schedules
• Liaison with the sub-Saharan Regional CFO on strategic matters and key issues

Attendance at Audit Committee meetings

• Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
• Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits.
• Collaborated with upper management to implement continuous improvements and exceed team goals.
• Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain consistent message and experience.

• Role is to provide independent objective view on strategy, performance and risk.

• The role is based in the Graduate School of Business Management
• My role as a consultant was to primarily assist with the reviewing of current business practice within the School and taking action when a problem is detected
• Assisting with the principles of continuous process improvement in order to establish and maintain good business practices
• Review and implementation of current business structure including the roles and responsibilities of employees
• Write policies, processes and procedures
• Mentor and train teams to implement new or changed processes
• Co-ordinate process improvement suggestions and ensuring that they are implemented
• Assist with the follow-ups, monitoring and evaluation of internal and external audit reports
• Providing internal audits for the teams to ensure that they are following processes
• Performing root cause analysis for problems
• Track corrective and preventative actions and risks
• Facilitate lessons learned
• Facilitate management reviews of processes
• Facilitate a process library

• Based in the Faculty of Business
• Role is to contribute to the scholarship and intellectual life of the University by conducting high quality research and teaching as appropriate and as instructed by the Head of the Department
• Current subject lecturing is Internal Auditing as well as moderator and assistant co-ordinator for the Computer Information Systems Auditing subject for the BTech students

Key responsibilities include:

• To engage in under graduate teaching
• To engage in examining duties
• To supervise students as appropriate
• To act as academic advisor
• Ad-hoc assistance within the faculty
• Assistance with recurriculation of the advanced diploma meeting the current legislative requirement and alignment with the Institute of Internal Auditors
• Advise on the faculty risk management processes

My role was to primarily lead and direct the team of approximately 30 members by providing guidance and support

• Core functions included people and talent support, client, growth, innovation and finance.
• Oversaw operations and provided corrective feedback to achieve daily and long-term goals.
• Worked closely with organizational leadership and board of directors to guide operational strategy.
• Monitored office workflow and administrative processes to keep operations running smoothly.
• Managed daily operations while overseeing multiple locations to foster increased productivity.
• Headed up the Corporate Governance Services division in the Western Cape Region focusing on client service delivery and business development.

Services I was responsible for in the Western Cape Region include BBBEE consulting, due diligence investigations, assurance services and corporate governance services (focus area). Responsibilities in the Corporate Governance Service Division included:

• Directly manage team
• Implement the internal audit manual, methodology and templates, as well as training of all employees on this methodology
• Manage the planning of all internal audit staff and the monitoring of the staff’s productivity
• Marketing of the firm
• Marketing of the internal audit function
• Attend marketing events at conferences and universities
• Proposal writing (coordination, quality control, writing and presentations)
• Presentations to new clients
• Preparation of the annual budget
• Financial monitoring and control
• Collaborate with the various business units around the country
• Manage the Institute of Internal Audit Learnership programme
• Manage the overall internal audit function
• Prepare audit plans
• Budget preparation and monitoring of the complete assignment
• Preparation of the quarterly corporate audit committee reports
• Attend audit committee meetings
• Assist clients to develop risk management strategies and combined assurance models
• Develop the risk based annual internal audit plan as well as the three year strategic rolling internal audit plan

Core Function: client, people, talent and practice management, enhancing competencies in:

• building client relationships by continuous engagement in order to establish and maintain effective relationships
• management of various assignments in order to ensure effective and efficient execution by utilising project management tools
• development of talent and teams by creating and maintaining a continuous learning environment (action learning)
• ensuring effective processes and procedures to plan work, manage debtors and budgets, allocate resources and manage work in progress
• Performing BBBEE verifications either directly for the purpose of issuing BBBEE rating certificate or indirectly as part of the PetroSA due diligence process

I worked closely with, and was mentored by, the Head of the Western Cape Region. This provided me with the opportunity to assist with the development and execution of the Cape Town strategy, thereby supporting my growth and allowing me to further up-skill my strategic thinking and business acumen. I contributed to key decisions and was responsible for the implementation thereof.

• During this period the Head of the Western Cape Region assigned me the responsibility of managing the general office operational matters as well as managing and leading the support staff
• Core Function: client, people, talent and practice management, enhancing competencies in:
• Building client relationships by continuous engagement in order to establish and maintain effective relationships
• Management of various assignments in order to ensure effective and efficient execution by utilising project management tools
• Development of talent and teams by creating and maintaining a continuous learning environment (action learning)
• Performing BBBEE verifications either directly for the purpose of issuing BBBEE rating certificate or indirectly as part of the PetroSA due diligence process
• Ensuring effective processes and procedures to plan work, manage debtors and budgets, allocate resources and manage work in progress

• Managing and prioritising assignments that were performed simultaneously
• Managing audit function, audit teams and client relations
• Reporting to relevant stakeholders (partner, audit committee)
• Responsible for the administration and recruitment of trainees
• Revenue forecasting, budgeting, invoicing and collections
• Mentoring of trainee accountants
• Performance assessments of trainees
• Organising and attending marketing events at universities
• Performing BBBEE verifications either directly for the purpose of issuing BBBEE rating certificates or indirectly as part of the PetroSA due diligence process

• Reporting to the audit manager and partner on a wide range of external audits
• Directly managing a staff complement of 4 people or more on the assignments
• Providing leadership and mentorship to the team.
• Evaluated employee performance and coached and trained to improve weak areas.
• Monitored workflow to improve employee time management and increase productivity.
• Maintained compliance with company policies, objectives, and communication goals.
• Created successful work schedules for each team member to maintain deadlines and fully staff shifts.
• Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
• Achieved results by working with staff to meet established targets.

• This position required a high degree of multi-tasking as several assignments were performed simultaneously

Responsibilities included:

• Reporting to the internal audit manager and partner on a wide range of external audits
• Directly managing a staff complement of 4 people or more on the assignments
• Providing leadership and mentorship to the team
• Evaluated employee performance and coached and trained to improve weak areas.

• Complete audit function including planning, organising and execution, reporting and liaison with relevant stakeholders.

• Responsibilities included reporting to audit manager and performing wide range of external audits, bookkeeping and taxation functions which included following:
• External audit functions
• Liaising directly with clients
• Planning of audits
• Performing audit procedures
• Drafting financial statements
• Formulating various reports
• Bookkeeping functions
• Books to Balance Sheet
• Completion of statutory returns such as VAT, PAYE, IRP5, UIF etc.
• Interacted with clients and obtained cost and budget information to draft and manage accounts.
• Balanced and submitted financial reports for review and approval.
• Gained knowledge of accounting principles and standards and general business practices to evaluate financial data and transactions.
• Received, reviewed and verified validity and completeness of appropriation, accounting and financial data.
• Analyzed and verified employee expense reports for accuracy.
• Developed technical knowledge through combination of workplace learning and formal study.