Fund Management Executive - CFO, Gauteng at Sheldon Recruitment

• Our client has a vacancy for a Fund Management Executive / CFO for a permanent role, based in Tshwane, Gauteng.

Applicants are required to strictly meet the following criteria:

• Post graduate qualification in Finance, Commerce or Accounting Sciences (NQF Level 8)
• Advantageous: Certification as a Chartered Accountant
• Registration with the relevant professional body
• 5 -10 years relevant business experience working in a finance role, post articles
• Management or leadership experience
• Relevant Experience in operational financial management processes
• Collaborating with external auditors, internal controls, and compliance-related issues
• Ethical, team player, diplomatic, and confident
• Must have a statutory background and understand tax applications

The successful applicant would be responsible for, but not limited to:

Financial Management

• Participate in the formulation of the Fund Strategy
• Align divisional Strategy to the Fund Strategy
• Allocate transactions appropriately and accurately to the correct business unit.
• Design controls that underpin the production of financial data and ensure they operate effectively
• Prepare and present budget presentations for various governance structures
• Prepare General Ledger reconciliations timeously and review the reconciliations
• Prepare month-end reports and presentations for Exco submission
• Review the group fee calculation for the budget, submit to CEO for approval
• Collate, consolidate, and distribute relevant information to the business unit
• Standardise submissions in line with Group Reporting formats and standards
• Submit and collate the cost centre budget submissions and submit them to CEO for approval

Stakeholder Management

• Liaise with the governance structures in terms of financial and compliance matters of the Fund
• Compile and submit fund performance status reports
• Liaise with the Fund, pay fees and obtain the certificate for regulation of the fund fees
• Process payment for insurance cover
• Draft and review service level agreement for any shared resources
• Provide support on stakeholder projects affecting the Fund

People Management

• Support the onboarding and offboarding of team members
• Assist and support the impact of change initiatives
• Coach and train team members to perform optimally in their roles
• Conduct regular meetings and promote open and ongoing communication with the team
• Manage the performance of direct reports and monitor adherence to expected standards
• Offer guidance and support and if required take appropriate disciplinary action
• Participate in the selection and appointment of new team members
• Provide direct reports with opportunities for growth and development through on-the-job training and feedback in line with the department and/or organisational strategy
• Approve the leave, manage overtime where applicable, and other processes in line with delegations of the authority of direct reports

Budget Management

• Assisting with the preparation and review of the department budget
• Approve expenditure within the delegation of authority level
• Monitor expenditure against budget, reporting any deviations within the hierarchy