Schalk Lubbe

Delivered high-quality assurance and strategic insight on a portfolio of US-based employee benefit plans, including 401(k) and 403(b) defined contribution plans. Provided subject matter expertise on plan design, participant-level testing, and ERISA 103(a)(3)(C) certifications.

Managed a portfolio of 44 UK-registered Pension Schemes, leading multidisciplinary teams in delivering high-quality audit services. Cultivated strong relationships with trustees, administrators, and pension scheme stakeholders.

Implemented internal controls throughout the mining core business value chain and analyzed and monitored the company’s monthly performance. Oversaw the finance team and prepared monthly management reports presented to shareholders.

Led fund audits for major administrators and later served as Chief of Staff to the Audit & Assurance Leader for Africa, supporting executive priorities, strategy execution, and governance. As Team Lead of Deloitte’s Pension Fund Delivery Centre, I managed 20 staff and helped deliver over 70 audits in one season.

Completed the SAICA Professional Competence Development Programme and passed the APT Exam. This final examination solidified practical and professional competencies required for chartered accountancy.

Achieved qualification as a SAICA Chartered Accountant (CA(SA)), demonstrating mastery of accounting, auditing, and financial management principles. This designation signifies a high level of professional competence and ethical standards.

Successfully passed the SAICA Initial Test of Competence, a crucial step towards becoming a Chartered Accountant. This rigorous examination assessed foundational knowledge in accounting and auditing.

Completed an Honours Postgraduate Diploma in Financial Reporting, enhancing expertise in complex financial reporting standards. This diploma further specialized my knowledge in advanced accounting practices.

Achieved an Honours Bachelor of Commerce in Accounting and completed the Certificate in the Theory of Accounting (CTA). This advanced coursework provided in-depth knowledge essential for professional accounting qualifications.

Completed a Bachelor of Commerce in Accounting, building a strong foundation in financial principles and practices. This degree prepared me for a career in accounting and auditing.