Chartered Accountant / CFO / Fund Management Executive

Duties & Responsibilities

Financial Management

• Participate in the formulation and implementation of the Fund strategy.
• Align the finance division's strategy and objectives with the broader organisational strategy.
• Ensure financial transactions are accurately allocated to the appropriate business units.
• Design, implement and monitor financial controls supporting the integrity of financial data.
• Prepare and present budgets to relevant governance and management structures.
• Prepare and review General Ledger reconciliations.
• Prepare month-end financial reports and management presentations.
• Review budget-related fee calculations and coordinate the consolidation and distribution of relevant financial information.
• Standardise financial submissions in accordance with applicable reporting formats and standards.
• Coordinate cost-centre budget submissions and facilitate the approval process.

Stakeholder & Governance Management

• Engage with governance structures on financial, regulatory and compliance matters.
• Compile and submit fund performance and financial status reports to relevant regulatory and oversight bodies.
• Manage statutory and regulatory financial obligations.
• Coordinate payments relating to applicable insurance and fund-related obligations.
• Draft and review service-level agreements relating to shared resources.
• Provide financial support on strategic and stakeholder projects affecting the Fund.
• Present financial information clearly and concisely to senior stakeholders and governance structures.

People Management

• Support the onboarding and offboarding of team members.
• Support organisational change initiatives within the finance function.
• Coach, develop and train team members to perform effectively.
• Conduct regular team meetings and promote effective communication.
• Manage the performance of direct reports and ensure adherence to required standards.
• Provide guidance and support to employees and manage disciplinary matters where required.
• Participate in the recruitment and selection of finance team members.
• Identify and facilitate opportunities for employee development through coaching, training and on-the-job development.
• Approve leave and manage overtime and related processes within the applicable delegation of authority.

Budget Management

• Assist with the preparation and review of the departmental budget.
• Approve expenditure within the delegated authority framework.
• Monitor expenditure against approved budgets.
• Identify, investigate and report budget variances through the appropriate reporting and approval structures.

Requirements

Qualifications & Professional Experience

• Postgraduate qualification in Finance, Commerce, Accounting Sciences or a related discipline at NQF Level 8.
• Chartered Accountant qualification would be advantageous.
• Registration with the relevant professional body.
• 5–10 years' relevant finance experience, preferably gained post-articles.
• Proven management and leadership experience.
• Experience in operational financial management processes.
• Experience working with external auditors.
• Strong knowledge and practical experience of internal controls and financial compliance.

Technical Knowledge

• Financial management and reporting.
• Governance and risk management processes.
• Board and committee management practices.
• Relevant legislation and statutory requirements.
• Tax applications.
• Understanding of business and technical financial requirements.