1. YOLANDA SCHOEMAN
Email: yolandie.schoeman@sanlam.co.za
Education
1991
Akasia High Pretoria Matric Certificate
1992 onwards
Introduction to Micro Computers (1992) Academy of learning Potchefstroom Certificate
Lotus 1-2-3 (1992) Academy of learning Potchefstroom Certificate
Word Perfect 5.1. (1994) ProComputrain Potchefstroom Certificate
Training for trainees (1995) GEPF Pretoria Certificate
Small group activities – group leader (1996) GEPF Pretoria Certificate
Functional training (1997) GEPF Pretoria Certificate
Visioning workshop (1998) GEPF Pretoria Certificate
Microsoft Word 7.0 for Windows (1999) SITA Pretoria Certificate
Training and Management (1998) University of Pretoria accredited: Lyceum 3 year diploma
Subjects:
Training Management 100 Training Management 200 Training Management 300
Business Law 100 Management 100 Management 200
Business Communication 100 Basic Economics 100 Labour Economics 100
Business Management 100 Labour Relations 100 Personnel Management 100
Management Forum (2000) GEPF Pretoria Certificate
ITC Products (2000) ITC JHB Certificate
PC, Windows and outlook (2000) EDS JHB Certificate
ACCPAC Accounting (2000) Lorge Consulting JHB Certificate
Principles of Credit Management (2000) Damelin Pretoria Certificate
Telephone Techniques (2004) AForbes Sandton Certificate
Customer Care (2004) AForbes Sandton Certificate
Annual Benefit Reconciliation & Transfers (2004) AForbes Sandton Certificate
SARB Reporting and Fica (2004) AForbes Sandton
Retirement Funds and Retirement Planning (2008)Sanlam Pretoria
Relationship Building and courageous Collaboration Skills (2011) Sanlam Certificate
Occupational Health and Safety Representative Workshop (2012) Scott-Safe Certificate
Leadership Capacity Building (2013) Sanlam Pretoria Certificate
SharePoint - Super User Training (2014) TorqueIT Certificate
Occupational Health and Safety Representative Workshop (2015) Scott-Safe Certificate
Train the Trainer (2015) Gavin Coetzee & Associates In progress
Facilitator – RFA Culture Program (2015) TBA, moved to a later stage
Work Experience
1992 to date: Employee Benefit Experience
2. Behavioral Competencies listed for all management positions held:
a) Deadline driven and ability to work under pressure, independently and be a team player.
b) People management – motivating and mentoring small to large staff compliment.
c) Systems analysis in order to identify necessary enhancements and business needs.
d) Strong attention to detail and proactive attitude. Ability to collaborate and pull information
together. Results’ focused and displays energy when performing tasks.
e) Ability to organize, prioritize, be innovative and demonstrates initiative.
f) Solid project, time management, problem solving and interpersonal skills.
g) Excellent communication skills, both written and verbal.
h) Proficient in Word, PowerPoint and Excel (advanced level).
2008 to date Sanlam Employee Benefits RFA (Pretoria)
Implementation Manager (From May 2008)
Details of position
a) Managing all process of funds in transit.
b) Lead Unit in strategic direction and goals.
c) Ensure optimal operational processes and controls.
d) Reporting responsibilities.
e) Part of Management Forum.
f) Presentations to prospecting clients.
2001 – 2007 Alexander Forbes (Sandton and Brooklyn)
Supervisor / Acting Fund Manager (2005-2007 Brooklyn) (Senior Accountant 2001-2005 Sandton)
Details of position
a) Monthly, quarterly and annual reporting.
b) Checking and releasing of financial statements to auditors.
c) Checking of SARB reporting, RFT calculations, Investment cash flows, trustee cash flows and
asset and liability matching.
d) Audit bookings.
e) Audit queries.
f) Executive member of Skills and Diversity Committee.
g) Ad hoc training.
1992 – 2000 Government Employees Pension Fund - GEPF (Pretoria)
Manager Accounts Receivable Department (1995-2000)
Details of position
a) Finance Debtors – recovery on all overpayments in the Department R120 million (civil pensions, military
pensions and special pensions).
b) Compliance with GAAP,GRAP, PFMA and Treasury Regulations.
c) Memorandums to National Minister of Finance. Member of steering committee for restructuring of the Finance
division. Installation of the AccPacc debtors’ module.
d) Compiled an accounting course in conjunction with PriceWaterhouseCoopers.
e) Executive member of Induction Committee. Established a link between the Credit Control section and ITC.
f) Arbitrator between Sanlam, Gensec and the Pension Funds of the former self-governing and TBVC States.
g) Participated in Tax road show to give training. (Bloemfontein - May 1999).
h) Part of “Y2K Project” team.
3. i) Attended The 2000 Pension Lawyers Conference on behalf of the Director: Financial Management.
(Stellenbosch – February 2000)
References
Details of Referee’s
GEPF: Financial Director Mr. K Reyneke 012 3191200
Alexander Forbes: Branch Manager Ms. M de Kock 011 9129050
Sanlam: National New Business Manager: Arrie Schoeman 012 683 3579