SENIOR FINANCIAL MANAGER – WEALTH MANAGEMENT BUSINESS – REF8196

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R HIGHLY NEGOTIABLE PLUS ANNUAL PERFORMANCE BONUS! HUGE EXPOSURE TO ALL PARTS OF THE BUSINESS.

Our client is a leading independent financial services company, delivering a broad range of financial services and products, on a-to-face model and via integrated electronic platforms. They specifically focus on wealth management, asset management and insurance solutions for individuals, families and enterprises.

They now seek a Senior Financial Manager to join their team. You have Life Insurance industry experience; this is essential. Act as 2IC to Divisional CFO.

JOB DESCRIPTION WILL INCLUDE BUT NOT BE LIMITED TO:

  • Accurate analysis and timely review of detailed business unit monthly management and financial reporting information.
  • Assist management with analysis of key business drivers and margins.
  • Identify unusual financial trends or anomalies that require further analysis and explanation.
  • Optimizing/streamlining of divisional accounting process/systems.
  • Efficient, accurate & timely budget review (including analysis and preparation of budget overview presentation slides per underlying business unit).
  • Co-ordinate successful annual audit process.
  • Oversight role of high risk areas (independent review of reconciliation within the finance department as well as financial operations environment).
  • Co-ordinate and project management (ad hoc requests/analysis).
  • Lead by example and drive positive change within the finance team.
  • Building strong working relationships with larger Group Finance function.
  • Improvement of financial decisions through better information & context.
  • Effective operational cost management & minimise operational incidents and risks.
  • Communicate and co-ordinate monthly deadline and deliverable dates to meet overall listed group reporting deadline date commitments.
  • Provide guidance and assistance to subsidiary company financial staff in dealing with complex non-standard transactions.
  • Ensure standardization of the classification and treatment of similar items so that like for like items are reflected consistently across the group.
  • Timely & accurate response to management queries.
  • Review and authorisation of non-standard and large payments.

KEY ACTIVITIES

  • Management/Execution of ad hoc projects including implementing efficiencies.
  • Organising resources to meet objectives and optimise workload within teams.
  • Refine and enhance existing accounting systems and processes.
  • Deep dive analysis of business unit results to understand root cause of any abnormal items.
  • Critically examining business unit financial information for accuracy.
  • Keeping abreast of industry development/technologies.
  • Enhancing control environment to managing financial and business risk.
  • Group and management monthly reporting including budgets.

COMPETENCIES AND SKILLS: 

  • Computer skills: Advanced Excel and relevant accounting package, e.g. AccPac; Caseware, QlikView.
  • Resilience and ability to work under pressure, accurately and professionally.
  • Good communication and presentation skills.
  • Attention to detail and strong analytical skills.
  • Good time management skills and deadline driven.
  • Adapting to changing circumstances.
  • Ability to identify system inefficiencies and propose solutions.
  • Ability to communicate financial results and related business drivers to non-financial executives.
  • A self-starter who shows initiative and can work independently to solve problems.
  • Tenacity and resilience.

Highly visible role – FD has a vested interest in this area. A strong, smart, hardworking detail oriented CA(SA) who is keen to be rewarded for excellence – will thrive in this listed entity which is currently growing and whose results are superb!