Jacques Theron
Johannesburg,RSA
Summary
Motivated professional offering qualifications in Finance and Insurance Results-focused individual with strengths in Problem Solving. Leveraging Financial and Technical skills and knowledge to promote results attainment.
Pro-active leader with strengths in communication and collaboration.
Adept at managing concurrent objectives to promote efficiency and influence positive outcomes. In-depth knowledge of SAP and Insurance based software financial analysis tools coupled with big picture thinking abilities. Proven history of performance in Sales Management and Business Development.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Certified Financial Planner ®
Sanlam
Johannesburg, South Africa
01.2014 - Current
- Cultivated trust with clients to offer peace-of-mind throughout wealth management strategizing.
- Facilitated client understanding by translating complex concepts and technical jargon.
- Leveraged knowledge of retirement modeling, investments and risk management to serve as Retirement Advisor.
- Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with highest return on investments.
- Articulated value of stocks, bonds and mutual funds and educated clients on benefits of each.
- Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
- Developed Business assurance Case Studies for Buy and Sell Agreements and Contingent Liability Cover.
- Assurance Advice, Financial Advice, Advanced Investment Advice – Investment Specialist, Business Assurance and Estate Planning
- Networking and Client training events.
- Researched marketplace to regularly update clients on developments in Employee Benefit services and products.
Finance Executive Sales
Nashua Communications
Johannesburg, South Africa
01.2012 - 02.2014
- Financial Management of various sales lines and Project Delivery Unit.
- Compiled and reviewed financial results and operational plans to communicate to company leaders.
- Implemented corrective action plans.
- Improved analysis of sales activity to identify and correct cost errors or price discrepancies before implementation.
- Maintained complete and timely financial documentation, conducted internal audits and communicated Sales unit finances to executive management.
- Streamlined contract negotiations process with external vendors
- Supervised 22 team members while monitoring delivery contracts, order processing, budgeting and Project Delivery tasks to ensure operational efficiency.
- Interacted with internal and external auditors to help complete audits and resolve issues.
- Initiated and streamlined Sales commissions reporting and comprehensive analysis for new sales to facilitate business operations.
- Managed ZAR 450 Million annual budget
- Responsible for 63 Direct Sales staff for quotes, contract negotiations and commission.
Pension Fund Trustee
Siemens / Reunert Group
Johannesburg, South Africa
10.2000 - 01.2014
- Educated and advised employees on group health plans, voluntary benefits and retirement plans.
- Investment strategy review
- Responsible for carve-out and new acquisition mergers into pension funds
- Various Roles as trustee in various sub-committees
- Stayed abreast with laws and regulations to comply with legalities and technicalities.
Divisional Commercial Manager - Sales
Nashua Communiations
Johannesburg, South Africa
11.2009 - 01.2012
- Financial Management of Sales Unit.
- Transformed Pricing Models for products for increased profitability.
- Supported local sales teams with customer meetings and account plans based on strategies.
- Cultivated strong professional relationships with suppliers and key clients to drive long-term business development.
- Built sales forecasts and schedules to reflect desired productivity targets.
- Modernized and improved procedures for Sales quoting to increase productivity and maximize Resource sales.
- Process owner for Sales processes during system migration from SAP R3 to SAP Business One
- Financial control of Work In Progress, deferred cost and revenue, accruals and provisions management,
- Managed 22 Staff Country wide
- Budget of ZAR 265 Million
Divisional Commercial Manager – Services
Siemens Enterprise Communications
Johannesburg, South Africa
01.2007 - 11.2009
- Financial Control of Service Delivery and Maintenance unit
- Created and implemented Activity Based Costing Model for service support and as basis of future quoting and capacity planning.
- Supported risk management and mitigation at operational, commercial and technical levels.
- Worked with cross functional teams to improve large contract / bid consistently.
- Improved company performance by reviewing, analysing and developing operational processes.
- Recruited and trained new employees to meet job requirements.
- Coordinated extensive planning, development of project milestones and budget for complex contracts.
- Applied continuous improvement program in daily activities to boost productivity, improve quality and reduce costs.
- Negotiated contracts, securing optimum conditions for business expansion.
- Assisted with carve-out from Siemens Telecommunications to stand-alone company Siemens Enterprise Communications
- Financial control of Work In Progress, deferred cost and deferred maintenance revenue, accruals and provisions management for Services Department
- Managed 26 staff country wide
- ZAR R 240 Million Budget
Commercial Unit Manager – Operational Services
Siemens Business Services
Johannesburg, South Africa
06.2006 - 12.2006
- Restructure and optimize previous operating unit to match international structures in preparation for international rebranding
- Full Budgeting and controlling responsibility
- 14 commercial Staff
- ZAR 600 Million Budget
Commercial Manager – Business Development and Sale
Siemens Business Services
Johannesburg, South Africa
09.2001 - 07.2006
- Financial Support for sales team members to drive growth and development.
- Directed financial due diligence team of large outsourcing projects.
- Transformed sales statistics reporting to improve sales forecasts and strategy to reflect desired productivity targets.
- Established ambitious goals for employees to promote achievement and surpass business targets.
- Preparation of quotations and tenders for customers.
- Introduction of uniform costing and pricing principles for quotes and tenders aligned with company regulations.
- Customer interaction with the sales staff acting as Financial advisor and auditor.
- Structuring of projects to align with customer and company needs
- Preparation of international Risk Review presentations and project approval requests
- Development and built company commission scheme for sales representatives (commission agreements and monthly commission payments}.
- First Line support in Country for international Siebel based CRM system
- Permanent member of change review board and testing team for international CRM system.
- Training of users for CRM system
Senior Commercial Officer
Siemens Business Services
Johannesburg, South Africa
03.1997 - 09.2001
- Supported sales team members to drive growth and development.
- Built sales forecasts and schedules to reflect desired productivity targets.
- Responsible for all operating expenses,
- Budgets and budget comparison
- Administrative function responsible for billing to customers
- Complied to all main contract and subcontract processes.
Education
Post Graduate Diploma - Financial Planning
04.2019
Bachelor of Commerce - Honors - Strategic Management
03.1997
Bachelor of Commerce - Accounting
09.1996
Skills
- Planning & Organizing
- Supervision & Leadership
- High Net Worth client management
- Complex negotiating
- Problem Resolution
- Systems Analysis
- Networking and relationship building
- Business planning
- Operations coordination
- Business development and planning
Languages
English
Native language
English
Fluent
Afrikaans
Proficient
C2
German
Elementary
A2
Accomplishments
- 2023 - 7 International Quality Awards Platinum Level
- Peregrine Falcon Award for new-comers to the industry Top 15 achievement in 2014 and 2015
- Sanlam Top 100 trophy, achieved in 100th year of company existence 2017
- Sanlam Eagle membership in 2015
- Sanlam Bronze Eagle Production Award in 2017
- Sanlam Iron Eagle Production Award 2022
Affiliations
- Founding Member, BNI 7 Habits Chapter (2019 - present)
Certification
- PADI Master Scuba Diver Trainer - 2015
- Certified Financial Planner, Financial Planning Institute of South Africa - 2020
Timeline
Certified Financial Planner ® - Sanlam
01.2014 - Current
Finance Executive Sales - Nashua Communications
01.2012 - 02.2014
Divisional Commercial Manager - Sales - Nashua Communiations
11.2009 - 01.2012
Divisional Commercial Manager – Services - Siemens Enterprise Communications
01.2007 - 11.2009
Commercial Unit Manager – Operational Services - Siemens Business Services
06.2006 - 12.2006
Commercial Manager – Business Development and Sale - Siemens Business Services
09.2001 - 07.2006
Pension Fund Trustee - Siemens / Reunert Group
10.2000 - 01.2014
Senior Commercial Officer - Siemens Business Services
03.1997 - 09.2001
University of Free State - Post Graduate Diploma, Financial Planning
University of Johannesburg - Bachelor of Commerce - Honors, Strategic Management
University of Johannesburg - Bachelor of Commerce, Accounting
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