Richard Tanner

Experience

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  University of Cape Town

  Jan 2004 - Dec 2004

  Junior Lecturer (Academic Article Clerk)

  Develop course material, lecture, tutor

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  Deloitte

  Jan 2005 - Dec 2006

  Audit Senior

  Richard served his articles in Entrepreneur Services, Deloitte Johannesburg, some of his major clients included: Microsoft South Africa, Econet Wireless Global, Mitsubishi Elevators, Oticon Hearing Aids, PanAmSat Corporation encompassing industries such as software sales, support & software consulting, telecommunications, construction, manufacturing and marketing. During this time Richard was responsible for the implementation of new controls testing requirements both at the entity level and business process level, including developing documentation and designing tests for existing controls as well as making recommendations to management based on weaknesses identified. Richard was also involved in the first time implementation of International Financial Reporting Standards (IFRS) at several of his clients Show less

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  Microsoft

  Jan 2008 - Jan 2008

  Consultant

  Reviewed internal audit findings, developed and implemented corrective procedures and controls

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  Integral Financial Management (Pty) Ltd

  Mar 2008 - Jun 2013

  Owner/Managing Director

  I founded Integral to fill a gap in the market, where SME’s need the skills and experience of a CA(SA) but do not have enough work to justify a full time CA(SA) role. This lead to the development of the outsourced accounting business process model where one can more efficiently provide the back-office accounting from a centralised location by utilising economies of scale and matching the appropriate systems, staff skills and cost to the relevant function.• Designed, implemented and managed the internal procedures and external client reporting procedures, including board reporting, with a staff compliment of six, including Sales, HR, IT and BEE• Serviced a portfolio of five to eight clients performing the client's full accounting function or financial management function and mentored on-site client staff• Completed 12 months of Action Coach training • Assisted a client with their SAP R3 implementation • Completed multiple Sage Evolution implementations for a range of clients• Implemented integrated reporting packs for clients on top of Sage Evolution using Excel’s data integration functions Show less

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  Eco Wash

  Jun 2013 - Jun 2014

  Managing Director

  Eco Wash is South Africa's Premium Supplier of Waterless Car Wash Equipment.As the Managing Director Richard is responsible for the overall managment of the company and is heavily involved in both external sales as well as improving and stream lining the intrernal processes. with reports including:-Sales-Finance-Operations-HR

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  PheZulu Virtual Back Office

  Jun 2014 - Dec 2015

  Director

  Phezulu is a franchised accounting solution offering all the tools and marketing a franchisee needs to successfully run their own accounting practice as a franchisee. I had a dual role as one of the franchisors as well as running the head office franchise.Owner - Head office franchise- Grew the client base from 6 clients to 24 clients in 13 months with a focused business development program - Consulted to SME clients on their finance, accounting, tax, budgets, business planning and board reporting- Worked across range of industries (FMCG, Freight, Credit Card Terminals, Work Force Management, IT, Software Development, Short-term Insurance and Business Incubation) - Provided audit support and managed the external audit functionFranchisorIn my role as the franchisor I was responsible for Process improvement and Process automation, including : - Streamlining the sales process- Automating the manual job card system- Selecting a new web based accounting software - Modelling and costing the various service level packages- Conceptualizing the supporting marketing material - Preparing and presentation a series of one hour talks on accounting best practices for start ups Show less

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  Customer Loyalty Consultants (CLC)

  Nov 2015 - Oct 2017

  Commercial Director

  CLC provides outsourced business processes to the short-term insurance industry, offering: - A 24/7 Emergency Contact and Incident Management Centre, - Short-term Claims Administration and - Third-Party Motor Claim Recoveries.While at CLC:• Managed the full Finance Function - Revenue of R60 million p.a. and a department of seven• Managed the Claims Finance Function - 45 000 claims payments p.a. and an additional department of six• Project managed the Short-Term Claims Reporting intervention: o Re-wrote SQL code and system report calculations for the in-house IT Department o Implemented system generated exception reporting o Managed the review and distribution of 300-400 claims reports per month• Implemented formal weekly debt collection processes including Power BI Dashboards to manage the low value, high volume debtors book, improving weekly cash collections• Debtors Management - resolved 15 000 unmatched debtors’ invoices and payments to provide a fully reconciled Age Analysis• Reviewed Key Service Level Agreements and motivated and achieved price increases up to 20%• Designed and implemented the integration between the in-house Call Centre Application (CCA) and Sage Evolution to reduce manual processing and improve completeness and accuracy• Implemented Sage Evolution• Improved monthly reporting and business unit analysis • Reduced month-end close from over 10 working days to 5 working days• Implemented an Annual Budget Process• Designed and specified changes for the in-house IT system• Designed BEE Strategy Show less

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  Tradebridge

  Nov 2017 - Jan 2021

  CFO

  Group CFO and Healthbridge CFOHighlights include: 1.) Leading the implementation of Adaptive Insights to deliver budgets in under 3 weeks and forecast in days instead of months, integrating BI and operational data for metric driven forecasts. 2.) Working with the executive team to democratize budget information and have a business lead budget. 3.)Leading the company through the Covid 19 cash flow crisis including raising debt funding and weekly cash forecasting 4.)Unpacking the Healthbridge sales funnel to identify the resources and improvements required to deliver on the Sales targets and feeding this back into the financial forecasts5.) Working with the BI team to align and standardize operational metrics and implement activity based costing.6.) Building integrated, driver driven, forecast models including Machine Learning Seasonality forecast7.) Complex SAAS costing models to move the on Premises IT infrastructure to the cloud and save 40% of the annual budget. 8.) Activity Based Costing build out and internal recharge model developmentRevenue of R240MBoard attendee by invitationTeam of 6 including the BI SpecialistDuties Included:• Board Pack and Board Results Presentation• Chairman of the Employment Equity Committee• Full Finance Function• Management of the Annual Budget Process • Bi Monthly Forecasting in days (Not Weeks) • AFS and Audit Management • Corporate Tax Show less

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  Trilogy / Crossover

  Jan 2021 - Apr 2022

  Vice President Finance

  Trilogy is the 'remote by design' Central Finance Factory for ESW capital a private equity fund with 100+ software companies and USD500M+ of revenue. Trilogy provides Finance Reporting That is always up-to-date. Cutting edge finance systems enable accurate period-end reports on-demand for Software Companies:As a Vice President of Finance my role was to systematize the onboarding a new software acquisition into central finance process and improve existing processes within the 24/7 Finance Operations. The systematization resulted in a new acquisition being onboarded in under 48hrs versus the 2+ weeks it used to take and with higher quality. Team of 10 Show less

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  Healthbridge

  May 2022 - Jan 2023

  Independent Consultant

  Business Development for Value added services, Identify, Commercially Model, Pilot refine and ultimately go to market.

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  Deloitte

  Jul 2022 - Jan 2023

  Independent Consultant

  Working across the Audit Analytics and Levvia Delivery Center to define process and plot options for the way forward.

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  Korridor

  Feb 2023 - now

  Head of Finance

  Korridor specializes in online ordering and procurement of fuel, cash pay-outs, road tolls, border payments, parking, insurance and mechanical for cross border logistics companies. Korridor has 30 000 trucks on the platform and over 300 service points and alongside all major roads in Zambia, South Africa, DRC, Zimbabwe, Mozambique, Botswana, Namibia, Tanzania, Uganda, Rwanda, Malawi, Eswatini, Mauritius and expanding countries.The Group Finance function reports into the Head of Finance and is run out of the SA based shared service center. Show less