About the position
My client is actively seeking a dynamic and experienced Financial Controller to spearhead the finance management function together with the CFO, playing a pivotal role in various aspects such as financial reporting, tax compliance, budget preparation, and more. This is an exciting opportunity for a qualified CA (SA) with 2-4 years post-article experience, particularly in the financial services industry (incl Private Equity, Hedge funds).
- CA (SA) with 2-4 years post-article experience, preferably within the financial services industry (incl Private Equity, Hedge funds) preferably.
- Strong financial accounting background and exposure to annual budgets, cash flow planning, and compliance legislation.
- Proficient in IFRS technical knowledge, taxation, consolidations, and experience in the financial services industry, including Private Equity and Hedge funds.
- Financial reporting – management account reporting as well as annual IFRS financial statements
- Compliance legislation
- General financial management
- Interaction with senior and executive management
- Project management in a professional setting.
Technical competence:
- IFRS technical knowledge
- Taxation (preparation of income tax, deferred tax computations, interactions with revenue authorities etc.)
- Consolidations
- Experience in the financial services industry (including Private Equity, Hedge funds) preferable.
- Financial reporting - prepare monthly management reports, review of monthly income statement, balance sheet and reporting to executive of both manager and funds.
- Assist with the accounting functions, investment assessment, financial and capital efficiency planning, procurement, etc.
- Tax compliance and planning – responsible for tax computations (income, Vat, CGT), monthly, yearly and adhoc filings.
- Preparing and attending to correspondence from tax authorities etc.
- Tax planning.
- Budget preparation
- Cash management, forecasting and treasury functions.
- Banking oversight
- Compliance including FSB, BEE Codes, CIS etc.
- Daily, monthly and quarterly accounting processes and procedures.
- Developing, implementing and maintaining efficient cost control and internal control systems.
- External audit - prepare for and assist external auditors in respect of operational, yearend audits.
- Month end consolidation, monthly and year to date accounts, review reconciliations, review journals, etc.
- Preparation, completion and submission of relevant statutory returns.
- Maintain statutory, secretarial and regulatory records.
- Liaise with external service providers (accounting providers, administration providers, tax advisors, legal advisors, compliance service providers etc.)
- Updating fund performance reporting (daily, weekly, and monthly) and providing input into the weekly investment team meetings
- Assist with fundraising investor presentations and current investor presentations.
- Preparing the submissions for the Annual BBBEE verification.
- Ensure Fund audits are completed timeously and successfully.
- Prepare client due diligence reports timeously.
- Compliance submissions to the FSCA.
- Preparing quarterly board presentations.
- Liaise with investors and resolve queries.
- Providing ongoing support to other executives as well as the research team
- Project managing ad hoc projects as applicable.
Desired Skills:
- Time Management
- Critical Thinking
- Spreadsheet software
- Judgment and Decision Making
- Active Listening
- Tax preparation software
- Accounting Software
