Manager: Corporate Financial Management Services at Stonehage Fleming

OVERALL PURPOSE

• To work closely with the Head: Corporate Services (South Africa) (“CS(SA)”) and its Manco, in pursuit of achieving Stonehage Fleming and and CS(SA)’s strategic goals and objectives. Manage and lead the Corporate Financial Management Services team and provide professional, complete, accurate and timely financial administration, accounting and taxation submission services to our corporate clients (“clients”), their allocated Client Service Manager (CSM) and Key Account Manager (KAM). Build strong relationships, both externally and internally to enhance, retain and grow the CS (SA) business.

WORKING RELATIONSHIPS

• The Manager: Corporate Financial Management Services will deal with the day-to-day duties of managing and delivering financial administration, accounting and taxation submission services to CS (SA)’s clients. Working closely with line management and supporting the CSM, KAM as well as other team members as applicable.

Key Responsibilities
PRINCIPAL ELEMENTS AND ACCOUNTABILITIES

• Work closely with the Head: Corporate Services (South Africa) and its Manco in pursuit of and achieving Stonehage Fleming and CS(SA)’s strategic goals and objectives;
• Meet own and contribute to achievement of CS(SA)’s key performance indicators;
• Manage and lead the Financial Administration team;
• Develop and maintain good working relationships with clients and other role players (e.g. auditors, arrangers, bankers, lawyers, associates, etc.);
• Manage and provide day-to-day financial management services to CS(SA)’s clients, including:
• Prepare management accounts and facilitate IFRS statutory annual accounts in accordance with the applicable accounting standards;
• Prepare, review and submission of taxation returns; and
• Payroll administration.
• Collaborate with the Manager: Structured Finance & Agency Services in respect of the:
• Preparation and review of management accounts and statutory annual accounts in accordance with the applicable accounting standards; and
• Preparation, review and submission of taxation returns
• As part hereof, the Accountant: Structured Finance & Agency Services will have a dotted reporting line into this role.
• Also collaborate with the Manager: Structured Finance & Agency Services to prepare, review and execute payment instructions to disburse funds to the correct payees through STRATE and banking platforms (manual and/or electronic);
• Establish, document and apply standard processes and procedures to facilitate the rendering of high-quality services to clients in a consistent, effective, efficient and risk mitigated manner;
• Ensure compliance, always with all statutory, regulatory, internal control and risk mitigation requirements;
• Ensure that all clients’ files (be it electronic or paper based) are duly organised, complete, accurate and up to date;
• Manage and mentor junior team members, provide on the job training and oversight and review their work;
• Carry out, on a timely basis, other administrative tasks assigned to him/her by line management; and
• Record all time spent accurately to facilitate invoicing and internal reporting

QUALIFICATIONS AND EXPERIENCE

• CA(SA);
• A minimum of 5-10 years management, accounting, auditing or financial administration experience, in the financial services industry;
• Detailed knowledge and understanding of IFRS accounting statements are required; and
• Ability and experience in leading and managing small, specialist teams.

SKILLS, COMPETENCIES AND BEHAVIOURS

• Can see “the bigger picture” vs. what directly “lies” in front of him/her day-to-day;
• Is passionate about clients and high-quality service delivery to them, with a ‘will do, can do’ attitude;
• Demonstrates a determination to learn fast and more to achieve excellence in every action and task;
• Is flexible with an enthusiastic and upbeat approach – a team-player with high energy and connection levels;
• Is professional, organised and efficient with a high sense of attention to detail and meeting timelines;
• Has the ability to work independently, confidently, proactively, decisively and can consistently perform well when under pressure;
• Has good skills to communicate confidently, professionally and effectively with clients, team members and line management (verbal and or written); and
• Has good computer skills, with the ability to learn and understand new systems with confidence - have a good knowledge and experience of working on and understanding the Microsoft Office suite.

COMPETENCIES AND BEHAVIOURS

• Adaptability and Flexibility: Flexibility, initiative, cooperation skills and respond positively towards change
• Planning and Organising: Well organised and stress resistant
• Accuracy, Quality and Productivity: Pay attention to details, precise and output is accurate and error free
• Planning & Organising : Schedules & manages workload effectively, thinks ahead, sets plans to achieve goals.
• Teamwork: Supports & works towards team goals, shares information, is helpful & cooperative, works effectively with people outside immediate team (within the wider group).
• Communication skill: Communicates clearly and concisely, listens effectively, written communication is well presented, ability to deal with sophisticated clients under circumstances that can sometimes be challenging.
• Client orientated: Understands and satisfies client needs at all times, delivers excellent client service, takes full responsibility & accountability for all client matters including delegated tasks.
• Accuracy, quality & productivity: Delivers work of a high standard, output is accurate & error free, productivity is satisfactory & consistent.

Education Level Master's Degree or Equivalent
Experience Level Senior