Lead Fund Accountant at Old Mutual

Job Description

• The successful incumbent will be responsible for the management of a team of fund accountants, who work on the financial records and reporting of the various Life Policy Holder Ledgers administered in the area and will report to the Senior Fund / Scheme Accountant overseeing the area.  
• In addition to managing the ongoing deliveries of the team, the role is responsible for relationship building with the various stakeholders across the Wealth Segment, other parties related to the products and helping to foster and grow the relationships into a healthy.

Key responsibilities will include amongst others the following:

Financial Policies, Guidelines, and Protocols

• Create a plan to deliver and review financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.

Financial Management and Control

• Develop and/or deliver a plan for significant aspects of the financial management and/or control process.

Leadership and Direction

• Communicate the local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals.

Performance Management

• Develop and propose own performance objectives; take appropriate actions to ensure achievement of agreed objectives, using the organization's performance management systems to improve personal performance.
• Manage and report on team performance; set appropriate performance objectives for direct reports or project/account team members and hold people accountable for achieving them, taking appropriate corrective action where necessary to ensure the achievement of team/personal objectives.

Organizational Capability Building

• Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions to build their capabilities.
• Provide training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.

Qualifications and Experience required:

• Financial tertiary education (B Com, B.Compt. etc.)
• Articles will be an added advantage. 
• An understanding of the OMIA/OMIS business models as applied within the finance team will be advantageous.
• Relevant management experience/potential.
• Good people leadership skills.
• Ability to interact at all levels with staff and stakeholders.
• Strong, organising and time-management skills.
• Good application of business principles.
• Attention to detail.

Skills

• Accounting, Budget Management, Business Requirements Analysis, Data Controls, Evaluating Information, Financial Accounting, Financial Acumen, Financial Analysis, Financial Auditing, Financial Modeling, Legal Practices, Managerial Accounting, Policies & Procedures, Report Review

Competencies

• Business Insight
• Communicates Effectively
• Ensures Accountability
• Financial Acumen
• Manages Complexity
• Optimizes Work Processes
• Organizational Savvy
• Plans and Aligns

Education

• NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

Closing Date

• 16 April 2026