Open to opportunities

Schalk Lubbe

@schalklubbe

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Chartered Accountant with 18+ years in audit and leadership.

South Africa

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What I'm looking for

I am seeking a role that values strategic leadership and offers opportunities for professional growth while allowing me to leverage my extensive audit experience.

I am a Chartered Accountant (SA) with over 18 years of extensive experience in audit, employee benefits, and strategic leadership. My career has been marked by significant roles at Deloitte, Cooper Parry, and Makosi, where I managed large-scale retirement fund audits and guided teams through complex regulatory landscapes. At Deloitte, I served as Chief of Staff to the Audit & Assurance Leader for Africa, supporting executive priorities and strategy execution while leading a team of 20 in the Pension Fund Delivery Centre.

My journey has equipped me with a robust mix of technical expertise and leadership skills, enabling me to deliver compliance, efficiency, and long-term value. I have successfully managed audit engagements for major clients, including the National Fund for Municipal Workers and the Transnet Retirement Fund, while also contributing to the development of training materials and upskilling junior auditors. I thrive in collaborative environments and am committed to driving results through insightful analysis and strategic thinking.

Experience

Work history, roles, and key accomplishments

Current

Senior Audit Consultant – US EBP COE

Current

Makosi SA (Pty) Ltd

Feb 2024 - Present (1 year 7 months)

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.

ERISA GAAP SEC Reporting Compliance Stakeholder Management Process Improvement

Senior Audit Manager: UK Pension Schemes

Cooper Parry

Apr 2024 - Present (1 year 5 months)

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.

Audit Management Regulatory Compliance Client Management Team Leadership Quality Assurance Risk Management Pension Scheme Auditing Stakeholder Engagement

Financial Manager/Business Analyst

Burgh Group Holdings

Apr 2018 - Present (7 years 5 months)

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.

Financial Management Business Analysis Internal Controls Performance Analysis Financial Reporting Shareholder Presentations Risk Assessment Commercial Awareness Data Analysis Accounting

Chief of Staff: Audit and Assurance

Deloitte

Jan 2006 - Present (19 years 8 months)

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.

Leadership Stakeholder Engagement Analytical Thinking Business Acumen Audit Management Financial Reporting Regulatory Compliance Team Leadership Process Improvement

Education

Degrees, certifications, and relevant coursework

South African Institute of Chartered Accountants

SAICA APT Exam (Professional Competence Development Programme), Accounting

2023 - 2023

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

South African Institute of Chartered Accountants

Qualified SAICA Chartered Accountant – CA(SA), Accounting

2023 - 2023

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.

South African Institute of Chartered Accountants

SAICA ITC (Initial Test of Competence), Accounting

2021 - 2021

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.

Milpark Education (CA Connect)

Honours Postgraduate Diploma in Financial Reporting, Financial Reporting

2019 - 2020

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.

University of South Africa (UNISA)

Honours BCom Accounting and Certificate in the Theory of Accounting (CTA), Accounting

2005 - 2005

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.

University of Pretoria

BCom Accounting, Accounting

2000 - 2004

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.