Job Vacancies at CA Financial Appointments

Job Description

• My client is a well-established, leading asset manager has an exciting opportunity for a qualified CA(SA) to join their private markets business as a Fund Accountant. The successful individual will be an analytical, detail focused and pro-active individual.  

Responsibilities: 

• Oversee operations of outsourced fund accounting and administration
• Communicate with facility agents for calculations, invoices, receipts and capital payments on unlisted debt 
• Manage expenses and relevant authorization, payment allocations of supplier invoices  
• Work closely with other teams to secure smooth disbursement of funds to loan partners in line with requests 
• Key operations contact person for private debit fund audits
• Manage fluidity levels within the fund, with reference to receipts, disbursements due and fund expenses 
• Oversee management and performance fees 
• Resolve credit fund performance and investor queries 
• Manage relationships with outsourced suppliers 

Requirements:

• Newly qualified CA(SA)
• Financial Services experience is essential
• Previous experience within Fund Accounting would be advantageous  
• Ability to manage a variety of tasks and priorities
• Must be a good team player, who is able to work well with limited supervision

go to method of application »

Job Description

A well-renowned consumer finance business has a fantastic opportunity for a Finance Tax Manager. The primary purpose of this role is to support and facilitate all corporate tax functions. The successful incumbent will be responsible for ensuring compliance with tax laws regulations in all jurisdictions in which the group operates.

Responsibilities:

• Manage applications for direct and indirect tax rulings
• Manage tax reporting and submission deadlines
• Prepare and / or review technical tax papers
• Review existing and implement new policies for changes in tax legislation
• Managing the month end process and submissions
• Maintain relationship with SARS and tax advisers
• Delivery of audits without material queries
• Manage and review the status of the month end close
• Internal and external stakeholder management
• Provide technical accounting and tax support for the groups’ projects and initiatives

Requirements:

• 4-6 years working experience within a Tax role 
• BComm (Accounting) or equivalent
• Financial services or credit retail experience is essential

go to method of application »

Job Description

• I have a fantastic opportunity for a Senior Financial Manager: Finance Strategy and Reporting Lead to join a  leading Financial Services Company based in Cape Town. This successful candidate will be responsible for focusing on the businesses financial management and strategic reporting requirements. They will drive the alignment between the Strategy of the business and their 5 year plan, they will also be involved in leading specific finance strategic related projects. 

Responsibilities:

• Responsible for updating EXCO on the strategic 5 year plans financials and other KPI's
• Drive the 5 year forecast including tools assessment
• Enhance the reporting process
• Create quick update of results model with change in assumptions and reports bi-weekly
• Finance systems project team lead for any finance systems enhancements
• Improve reporting efficiencies

Requirements:

• CA(SA)
• Minimum of 8 years experience in a similar role
• Financial Services experience is advantageous
• Previous experience with reporting and presenting at EXCO level

go to method of application »

Job Description

• Our client, an award-winning wealth management team seeks a Wealth Management Associate. You’ll be the heart of all administration and coordination between the Wealth Manager, clients and institutions. Lovely team of professional and successful Wealth Managers who are committed to offering their clients only the best and comprehensive financial solutions.

Responsibilities:

• Assist with financial needs analysis
• Support with client service calls
• Coordination with internal stakeholders as required
• Provide admin support to the Wealth Manager and ensure accurate records are maintained
• Prepare investment overviews and deal processing as required
• Ensure and have good working knowledge of the necessary legislative compliance; FAIS & FICA

Requirements:

• Minimum of a completed finance / commercial degree qualification
• Minimum of 1-3 years’ experience in wealth management / financial planning with solid knowledge of FAIS, FICA and financial needs analysis
• CFP or working towards your postgraduate diploma in financial planning
• PC literate – MS Office, industry relevant packages i.e. XPlan or similar
• Excellent communication skills in English both verbal and written
• Highly numerate with a high attention to detail
• A good team player who is client centric and detail-focused

go to method of application »

Job Description

• Lovely stable investment company seeks an experienced Financial Operations Team Leader to join them and manage their finance operations team. Ideal candidates will have financial services experience, with previous exposure to financial controls in the LISP, Manco, Life and Retirement Funds space.  

Responsibilities: 

• Oversee the team management and reporting to the Financial Manager
• Check bank recons and resolve complex queries 
• Check Manco unit recons
• Review product fees 
• Banking release authorisations
• New fund set-ups
• Assist with internal fund set-up queries
• Analyse PAYE recons and SARS submissions
• Assist with daily operational queries and audit processes

Requirements:

• Minimum of BComm Honours or similar qualification 
• Minimum of 5 years’ relevant experience within investment operations in the Manco or LISP space 
• Strong problem solving skills 
• Good understanding and working knowledge of systems, processes, data and products 
• Team player, with strong work ethic and excellent communication skills 

go to method of application »

Job Description

• Exciting opportunity for a Fund Accounting Team Leader to join a well established team! This team is tasked with providing end to end, fund administration services in the alternative funds space. . 

Responsibilities:

• Oversee the team and the allocation of funds, including reallocations of current or new funds
• Assess monthly/quarterly valuations before release to Fund Manager and clients 
• Release payments resented for signoff 
• Facilitate training of fund administrators within the team 
• Maintain relationships with Private Equity clients
• Manage documentation controls 
• Collaborate with internal stakeholders for queries, projects and requests 
• Manage client service and delivery to all Private Equity clients 
• Collaborate with relevant internal teams regarding onboarding of new funds 

Requirements:

• Minimum of completed tertiary qualification BComm / Honours (Accounting, Commerce, Financial) CA(SA) or CIMA preferred
• Must have a minimum of 2 years in a previous fund accounting team leader position
• Strong MS Excel skills as well as Fund Administration accounting systems experience 
• Strong understanding of Private Equity and the  alternative administration fund environment
• Excellent client service and engagement skills 
• Excellent planning and time management skills
• High attention to detail and accuracy
• Analytical thinker, problem solver, team player

go to method of application »

Job Description

An exciting opportunity for a Financial Manager has become available to work within a travel company specialising in local and international travel, accommodation, luxury, and property management. The role reports to the COO. To succeed in this role, you will need to be meticulous in detail and can work efficiently, independently, thoroughly, and accurately. If you are looking to join a young and dynamic team that operates in a fast paced ever changing environment, then this is the role for you.

Responsibilities:

• Manage cashflow and all supplier payments
• Generate all company invoices (local and foreign currencies)
• Assist with monthly VAT submission and processing for VAT report
• Assist with financial year-end preparation
• Compile monthly billings, monthly expense, commission report and earning recons on rental properties
• Expense Controller
• Monitor budgets and company expenditure
• Execute daily and monthly financial processing
• Assist in creation of departmental budgets

 Requirements:

• Relevant Finance / Accounting degree
• 2 – 4 years’ experience in a similar role

go to method of application »

Job Description

Exciting opportunity to join a well established team as a Senior Product Accountant for a leading Financial Services company in Cape Town. The key focus of this role will be executing the business plan, compliance at operational level, preparing management reports, providing and interpreting financial data and predicting results. You will also be responsible for  implementation of accounting processes, systems and controls for a product and responsible for product profitability analysis.

Responsibilities:

• Preparing financial accounts 
• Analysing financial results and records, report any variances 
• Generating management reports and financial information 
• Drive the execution of the business plan 
• Ensure tax, legislation, and statutory requirements are maintained 
• Responsible for audit, tax, legislative and statutory requirements
• Maintain accounting standards

Requirements: 

• CA(SA)
• Minimum of 5 years’ relevant experience financial services or product accounting 
• Knowledge of IFRS 17
• Highly performance driven, client focused 
• Ability to manage projects efficiently and strategically

go to method of application »

Job Description

• Opportunity to join well respected Stockbroking team as Head of Operations. Experienced stockbroking operations specialist sought to be responsible for the day-to-day operations, covering settlements, compliance, team escalations etc. Role reports to the COO. Great team! 

Responsibilities:

• Day-to-day operations of the business, post trade settlements, private client administration, derivatives, bond markets, locally and globally
• Overseeing matters escalated by the team, and timely intervention
• Ensure operational and administrative systems, controls, and processes are in place 
• Monitor relevant JSE Communications and be aware of compliance requirements 
• Enforce preventative measures to possible breaches
• Maintain business processes and contribute to the development of (SOPs)
• Assist with the co-ordination of year end audit
• Provide accurate and timely reporting for inclusion in Monthly Management Accounts
• Work closely with the Finance Team to manage inter-dependencies
• Review and sign-off payments

Requirements: 

• Minimum of completed tertiary finance or accounting qualification, as well as relevant JSE Exams 
• Must have a minimum of 10 years experience in a specialist operations role within the stockbroking environment 
• Must have solid exposure to investment / financial markets, operations and settlements, risk compliance
• Strong IT systems knowledge i.e. advanced MSExcel, BDA, JSE Systems
• Ability to manage a variety of tasks and priorities
• Must be a good team player and team manager
• Highly meticulous,through and great attention to detail 
• Flexible and adaptable

go to method of application »

Job Description

• Leading Wealth Manager in the North is looking for a Wealth Administrator / Paraplanner to join their growing team.  If you qualify please apply today!

Responsibilities:

• Gather policy information
• Research product information
• Compile & process of investment & risk policy applications and quotations
• Prepare and implement financial planning & investment proposals
• Handle and solve client enquiries
• Maintain Client Relationship Management system

Requirements:

• RE5 Regulatory Exam (advantageous)
• Clear understanding of investment and risk products
• Sound knowledge of Microsoft Word, Excel, and Outlook
• Can handle multiple projects at the same time
• 3-5 years of investment / financial planning environment experience is required