Finance Team Leader at FNZ Group

Key Performance Areas

• Overall responsibility of the Operational Finance for a group of Asset Management Clients
• Managing a team of 5 to 10 administrators.
• Ensure the team is adequately staffed and individuals can meet their assigned accountabilities
• Implementation and communication of strategy to your team. Align with overall Business Head’s strategy. Actively participate in appropriate senior management forums/discussions
• Ensure that the accounting and reconciliation function is managed effectively and efficiently; Monitor the monthly recoveries to/from Clients; Ensure reporting and delivery SLAs to clients are always met; Assist with the management of exceptions in the finance area daily; Ensure regular and timeous reporting on KPIs and bank and unit recon stats, and Review and management of month-end processes
• Ensure that all the appropriate internal controls are functioning effectively at all times and implement new controls to improve efficiencies; engage with other business units to address areas of concern
• Focus on client money rules; oversight of client’s cash balance and automation
• Assist team in terms of problem resolution and troubleshooting
• Ensure efficiency of audits, both internal and client
• Understand and review all possible risk in your area on a regular basis
• Liaison with clients and have regular relationship meetings
• Ownership and management of projects impacting the team
• Preparation of monthly management reports
• Manage your team in terms of performance appraisals, training; poor performance management; empower and mentor your team; involved in selection/recruitment/orientation; deal with incidents and disciplinary issues; managing leave schedules; effective succession planning.
• Drive and live the FNZ cultures

Prior Work Experience / Background:

• A minimum of 5 years management/leadership experience.
• 5 – 10 years experience within the financial services industry, specifically within an operational finance / back-office function.
• Understand the process flow and interaction between Finance and admin
• Bank and Unit reconciliation experience essential, understanding of finance processes and procedures

Technical / Special Requirements

• MS Office and excel proficiency
• Knowledge of accounting packages
• Knowledge of UT, asset management and retirement industry

• Strong Reconciliation skills and accounting knowledge
• Understand business processes
• Sound financial control skills

Personality Attributes

• Process driven
• Excellent communication and interpersonal skills
• Delegates appropriately and effectively
• Ability to self-motivate and use initiative
• Ability to work in a stressful environment
• Ability to work as a team member
• Excellent organizational skills
• Analytical – lateral thinker and strong problem solving skills
• Time management skills
• High degree of accuracy/attention to detail
• Deadline driven, good stress management
• Emotional maturity
• Adaptable and versatile to change
• High client centricity, and the ability to deliver to multiple clients
• Accountable
• Proactive
• Professional
• Energetic
• Ability to prioritise
• Desire to learn and grow
• Decision making skills
• Conflict management skills

Educational Requirements

• BCom in accounts or similar
• Knowledge of accounting software