Attalia Otto...Baccalaureus Legum (LLB): Institution: University of Pretoria Year obtained: April...

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ATTALIA OTTO: CURRICULUM VITAE 2020

Transcript of Attalia Otto...Baccalaureus Legum (LLB): Institution: University of Pretoria Year obtained: April...

Page 1: Attalia Otto...Baccalaureus Legum (LLB): Institution: University of Pretoria Year obtained: April 2007 Law Society of the Northern Provinces Passed one of the compulsory admission

ATTALIA OTTO:

CURRICULUM VITAE

2020

Page 2: Attalia Otto...Baccalaureus Legum (LLB): Institution: University of Pretoria Year obtained: April 2007 Law Society of the Northern Provinces Passed one of the compulsory admission

Personal Details

Surname: Otto Name:

Attalia

Gender: Female

Nationality: South African

First Language: Afrikaans

Second Language: English

Date of Birth: 1983-05-06

Driver’s license: Code B

Residential & Postal Address:

I.D. Number:

Contact number: 079 799 4494

E-mail adress: [email protected]

Page 3: Attalia Otto...Baccalaureus Legum (LLB): Institution: University of Pretoria Year obtained: April 2007 Law Society of the Northern Provinces Passed one of the compulsory admission

Education (Kindly refer to the attached academic records)

Year of Matriculation: 2001

Matriculated from: Waterkloof High School Pretoria Gauteng

Subjects passed (University exemption): Afrikaans HG

English HG Mathematics SG Business Economics HG Art HG Geography HG

Baccalaureus Legum (LLB):

Institution: University of Pretoria

Year obtained: April 2007

Law Society of the Northern Provinces

Passed one of the compulsory admission exams:

- Deceased estates

Page 4: Attalia Otto...Baccalaureus Legum (LLB): Institution: University of Pretoria Year obtained: April 2007 Law Society of the Northern Provinces Passed one of the compulsory admission

Attalia Otto Curriculum Vitae 2020

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Work Experience (References on request)

1. UKUZINZA BUSINESS DEVELOPMENT (PTY) LTD

Position: Shareholder (One of the founding Partners of the company); and B-BBEE Specialist/ Operations Manager

Duration: December 2018 – current

Contact details: To be submitted on request

Skills/ Duties:

Functions:

New Business Development:

o Prospect for potential new partners and turn this into increased

funding.

o Cold call as appropriate to ensure a robust pipeline of

opportunities.

o Meet potential clients by growing, maintaining, and leveraging a

network.

o Identify potential clients, and the decision makers within the

partner organisation.

o Research and build relationships with new organisation.

o Plan approaches and pitches.

o Develop a proposal, that speaks to the client’s needs, concerns,

and objectives.

o Participate in pricing the solution/service.

o Handle objections by clarifying, emphasizing agreements and

working through differences to a positive conclusion.

o Use a variety of styles to persuade or negotiate appropriately.

o Moving the partnership conclusion through to the contracting

stage.

o Develop and compile proposals with support from marketing.

o Maintaining contact with partners to ensure annual renewals.

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Business Development Administration:

o Submit weekly progress reports and ensure data is accurate.

o Ensure that data is accurately entered and managed within the

organisation’s sales management system.

o Track progress against set sales targets.

o Submit a monthly overview of sales achievements.

Building referral networks:

o BEE ratings agencies.

o Building a referral network is key to any B2B sales. Inter alia,

one-one engagement with:

Skills Institutes; and

Enterprise development consultancies & enterprise

development desks at professional services firms.

B-BBEE Gap Analysis:

o Assist client to collect the required data, to successfully

determine the strengths and weaknesses of their BEE

Scorecard.

B-BBEE Strategy Development: Optimization of BEE Scorecards:

o Guidance and support with the client’s decision making, by

providing facts, explaining of the BEE audit criteria, and

determining the financial implications of the clients decisions.

Design and Implementation of B-BBEE Solutions:

o Design and successful implementation of B-BEE solutions,

covering all the elements of the B-BBEE scorecard, ranging from

B-BBEE Ownership Solutions, Human Capital Support (i.e.

Learnerships, Employment Equity reporting, Workplace Skills

Plan), Value Chain Support, through Enterprise and Supplier

Development management, to socio-economic development

management.

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Verification Assistance and Rating Preparation:

o Assistance with collecting the required data, to successfully

complete a BEE verification process according to the B-BBEE

Act and BEE Codes.

2. EOH (PTY) LTD – SIYAYA LEARNING ACDEMY

Position: B-BBEE Specialist/ Business Development Officer

Duration: May 2017 – November 2018

Contact details: To be submitted on request

Skills/ Duties:

Functions:

Optimization of BEE Scorecard (i.e. BEE Scenario Planning):

o Interpretation of client infrastructure;

o Consulting on each of the BBBEE elements, for maximum points

and providing solutions on each BBBEE element.

o BBBEE solutions ranging from Ownership solutions, SETA

registered learnerships to networking in order to improve

procurement from BBBEE compliant suppliers (inclusive of

Enterprise development and Supplier development solutions);

o Preliminary score calculation based on current expenditure and

client information, optimisation of score calculations;

o Drafting of optimisation report.

BEE Verifications of QSE and Generic Corporations:

o Interpretation of client information;

o Preliminary score calculation and communication with client

regarding additional required information (optimisation of score);

o Sampling of relevant information and communication with clients

regarding same;

o Finalising client file for submission to verification agency for final

verification.

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Attalia Otto Curriculum Vitae 2020

Supervising and staff training:

o Supervised junior consultants’ and oversee training and

development programme.

Sales:

o Responsible for Sales of the entire region;

o Managing the B-BBEE department and the B-BBEE team;

o B-BBEE Consulting (gap analysis and scenario planning);

o General Administrative Skills;

o Telephonic and interpersonal communication skills;

o Drafting of formal and informal documents and the professional

relay of information and correspondence;

o Communication, correspondence and interaction with clients;

o Management of clients and effective management and

implementation of project plans;

o Engaging with clients in an advisory role pertaining to the BEE

verification process and explanation of the Codes of Good

Practice as well as all of the Sector Codes promulgated by the

DTI;

o Monitoring of new legislation and Government Gazette Notices

pertaining to the application and interpretation of the Codes of

Good Practice;

o Manual calculations for all the various scorecards elements in

terms of the Codes of Good Practice and the drafting of opinions

pertaining to interpretation possibilities within the scope of the

applicable legislation;

o General Auditing and Mathematical Skills;

o Analyzing of financial statements and documents;

o Interpretation and analysis of client information and the

identification of relevant information;

o Verifying the validity of documentation and ensuring that clients

legally comply with all formal requirements required by the

applicable legislation;

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o Effective interviewing of client employees and the successful

identification of possible fronting cases by entities. Where

fronting is uncovered, the handling and notification thereof to the

relevant authorities are managed;

o Sound knowledge and understanding of all BEE legislation and

the effective application thereof as it pertains to any specific

client;

o Correct legal interpretation of the Codes of Good Practice

considering the intention of the legislator in cases where the

intent is unclear or where there are inconsistencies with any

other formal requirements;

o Sound knowledge and application of legislation that pertains

specifically to business entities and employees in the workplace,

as well as all and any other applicable legislation.

3. AMAX BEE

Position: Senior BEE Verification Analyst

Duration: January 2017 – April 2017

Contact details: To be submitted on request

Skills/ Duties:

Functions:

BEE Verifications of QSE and Generic Corporations (refer to list of

functions below); and

Reviewing of all QSE and Generic Scorecards, prior to issue of

certificates.

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4. AXIDEX

Position: Compliance Manager and Technician

Duration: May 2016 – December 2016

Contact details: To be submitted on request

Skills/ Duties:

Functions:

BEE Verifications of QSE and Generic Corporations:

o Interpretation of client information;

o Preliminary score calculation and communication with client

regarding additional required information (optimisation of score);

o Sampling of relevant information and communication with clients

regarding same; and

o Finalising client file for submission to verification agency for final

verification.

Optimization of BEE Scorecard (i.e. BEE Consulting):

o Interpretation of client information;

o All duties related to BEE ownership structuring, forming part of

the optimisation process (refer to the function listed below);

o Interpretation of skills development plan, as outlined by Axidex

(Pty) Ltd (additional services rendered), to be implemented and

taken into account as part of the optimisation process;

o Preliminary score calculation based on current expenditure and

client information, optimisation of score calculations; and

o Drafting of optimisation report.

BEE Ownership structuring and compliance (Legal Drafting):

o Drafting of legal compliance documentation:

o Special Resolution of the Directors and shareholders of the

company – new shareholding dispensation;

o Memorandum of Incorporation;

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o Shareholders Agreement;

o Subscription Sale and Trust Agreement;

o Subscription Agreement;

o Pledge and Cession Agreement;

o Loan Agreement;

o Discounting of Sale of Shares Agreement;

o Share certificates; and

o Trust Deed i.e. investment trust, employee trusts, family trusts et

al.

o All duties related to registration of company documents (CIPC)

and all duties relating to trust registration (Master of the High

Court) and finalisation thereof:

Preparing all relevant prescribed forms (i.e.

communication with client etc); and

Ensuring receipt of Letters of Authority etc.

o Drafting of additional required reports/ documentation, as

required from time to time e.g. process documentation etc.

5. MARISIMO BEE VERIFICATIONS AND SERVICES

Position: Senior B-BBEE Verification Analyst

Duration: August 2015 – December 2015

Contact details: To be submitted on request

Skills/ Duties:

- Conducting BEE Verifications of QSE and Generic Corporations;

- Interpretation, verification and communication with clients regarding all

the element of the BEE scorecard.

6. FEBRUARY 2015 – JULY 2015: INDEPENDENT CONTRACTER WORK RE LEGAL/ BEE RELATED ENDEVOURS

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7. AQRATE GAUTENG

Position: Senior B-BBEE Verification Analyst

Duration: September 2011 – July 2014

Contact details: To be submitted on request

Skills:

o

Conveying BEE knowledge to clients

o Interpretation of share certificates

o Interpretation of job descriptions

o Directing client in terms of what evidence is required

o

o

Verification of evidence as authentic against given standards

Calculation of total procurement spend

o

o

Identification of net profit after tax

Analytical, Reasoning, Objectivity, Impartiality,

o

o

o

Interpretation of shareholders agreements

Interpretation of sales agreements

Interpretation of valuation certificates

o Identification of remaining third party rights against black equity

shareholding

o Calculation of the value of remaining third party rights against

black equity shareholding

o

o

Calculation of value of shares

Differentiating between different forms of equity instruments

o Calculation of points flowing from a chain of ownership and

complex structures

o

o

Identifying critical and core skills

Employment related legislation and HR

o

o

Management systems applicable to BEE

Calculations of types of enterprise development

o Perform analytical review to assess reasonableness of

submissions

o Conduct substantive checks to validate information, through the

analysis of different source document

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o Understanding of company law

o Understanding of accounting systems

o Interpretation of employment contracts

o Statistical sampling

o Identifying skills deficits and knowledge and non-conformances

of verification staff and correcting it as well as training of staff.

8. Explored various personal business ventures during the period March 2010 – September 2011.

9. HEPPLE ATTORNEYS

Position: Candidate Attorney

Duration: February 2009 – March 2010

Contact details: To be submitted on request

Skills/ Duties:

Functions:

o General Administrative skills;

o Time management;

o Taking of instructions and consulting with clients and council;

o Drafting of High Court and Magistrate’s Court litigation pleadings

in various fields of law;

o Appearing in person in the Magistrate’s Court and CCMA to

attend to Trials and Motions;

o Practical knowledge in various fields of law, such as (not

exhaustive):

Commercial law;

Labour Law;

Family Law;

Law of Contracts;

Law of Delicts;

Law of Damages;

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Estate Law;

Trust Law; and

Tax Law.

10. THE NATIONAL TREASURY

Position: Junior Tax Consultant

Duration: January 2007 – December 2008

Contact details: To be submitted on request

Skills/ Duties:

Functions:

o Drafting of Tax Policy Documents;

o Response letters to the public;

o Organising of various Industry Workshops;

o Preparation of Presentations;

o Drafting of Various Discussion Reports;

o Assist Director with Administrative Tasks; and

o Drafting of Legislation and explanatory memorandums i.e.

Taxation Laws Amendment Bill, Revenue Laws Amendment Bill,

Administration of Deceased Estates Act and the Pension Funds

Act.

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Special Achievements

Academic:

Dean’s merit list for academic achievement (2005)

Member of the Golden Key International Honour Society (Invitational

Membership for the top fifteen per cent of students) (2005)

Sport:

Member of the South African National Ladies Ice Hockey team (1997 –

2009):

o Assistant captain of the South African National Ladies Ice

Hockey team; and

o Participated in various International Ice Hockey Federation

World Championships.