Jobs at CA Financial Appointments

About the job

• My client in the wealth management space, is seeking an Financial Reporting Specialist to join their finance team. The successful candidate will work closely with senior leadership, including directors, and collaborate with team members to enhance efficiency, reporting accuracy, and strategic insight. The role is best suited to a CA(SA) who is passionate about process improvement, automation and high-quality financial reporting. 

Responsibilities:

• Develop and maintain automated Power BI reports and dashboards; continuously improve data pipelines and visualization for real-time decision-making
• Build, maintain, and enhance detailed cash flow reports; ensure reporting aligns with business goals and provides actionable insights
• Prepare budgets and forecasts in support to the Financial Manager; provide assistance to the Financial Manager with regard to legal compliance reporting, such as SARB and SARS (e-filing and the like)
• Process Optimisation: Analyse existing financial reporting processes and identify opportunities for automation; implement streamlined workflows to enhance reporting accuracy and reduce manual effort
• Presentation & Communication: Create compelling, data-driven presentations for directors and senior stakeholders such as Wealth Managers; communicate complex financial insights clearly and effectively
• Step into support role for the team when they are on leave (with regards to processing and financial management)
• Project Management: Lead and manage reporting-related projects with strong organizational skills; work directly with Finance Manager on special initiatives and cross-functional projects
• Financial Management: Regular comparison of fees received for wealth management advice; critically evaluate existing processes and recommend changes; review service provider agreements

Requirements:

• Qualified CA(SA)
• Minimum of 3-5 years post articles experience
• Experience in wealth and/or asset management (advantage)
• Proven experience in financial reporting and data automation
• Solid understanding of financial concepts and cash flow
• Experience with process improvement and automation tools (e.g., Power Automate, VBA, or similar)
• PowerBI and Excel; Xero; Zap BI (advantage)

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About the job

• My client is an established service provider based in Cape Town, Northern Suburbs seeking a qualified and analytical FP&A Specialist. This strategic role combines financial consolidation oversight with business partnering, requiring strong modelling skills and systems knowledge to deliver actionable insights in a fast-paced environment. 

Responsibilities:

• Oversee and manage the consolidation of financial statements across multiple business unit
• Maintain and update Group technical accounting frameworks, standards, policies and processes in line with industry standards and regulations
• Prepare and review monthly management accounts
• Lead the preparation of financial reports
• Develop and maintain financial models for budgeting, forecasting, and long-term planning
• Analyze and prepare financial performance against budgets and forecasts
• Streamline financial reporting and consolidation processes
• Drive Group IFRS specific projects and co-ordinate sign-off with auditors in respect of technical accounting opinions
• Support external audits and ensure accuracy and integrity of financial data within reporting systems

Requirements:

• CA(SA) or ACMA, CGMA qualified
• Minimum 3-5 years in financial planning & analysis, management reporting, and financial consolidation
• Knowledge of group consolidation and reporting experience
• Strong experience with ERP systems and financial consolidation tools

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About the job

• Fantastic opportunity within a boutique management company for an experienced and highly skilled executive candidate with a strong accounting acumen and experience in the Mauritius Financial Services industry and their FSC regulation. Ideal profile is someone who has international experience with offshore structuring, corporate administration and trust formation. Mauritius based, must have the ability to travel. Relocation and work permit support provided. Dynamic and professional team environment, and exciting career growth opportunities. You’ll be driving the business and heading up a small, focused team. 

Responsibilities: 

• Strategic leadership, implement company vision, business plans, and operational strategies
• Pilot business expansion, ensure sustainable growth and compliance with regulatory frameworks
• Forge and maintain strong relationships with key stakeholders, clients, regulators, and industry partners
• Ensure compliance with FSC Mauritius regulations, AML/CFT laws, and all relevant financial services laws
• Supervise corporate governance, risk management, and internal controls
• Liaise with regulatory authorities, ensure timely reporting and adherence to statutory obligations
• Supervise financial management of the company, including budgets, forecasts, and financial reporting
• Ensure financial sustainability and profitability, maintain compliance with accounting and regulatory standards
• Provide guidance on trust formation, company incorporation, and offshore structuring solutions
• Ensure structures are compliant with local and international laws, including FATCA, CRS, and OECD guidelines
• Advise clients on tax-efficient structures and international wealth management solutions
• Guide and mentor, a high-performing team, foster a culture of excellence and professionalism
• Implement efficient operational processes, ensure effective client service delivery
• Drive digital transformation and innovation in management services

Requirements: 

• Tertiary qualification in degree in Accounting, Finance, Business Administration, or Law
• Qualified CA(SA), ACCA, ACA, CFA, or CPA qualification advantageous
• Minimum of 10+ years of experience in financial services industry, with a preference for experience within in a management company
• Previous experience in a leadership / executive or similar sought
• Strong knowledge of FSC Mauritius regulations, trust formation, and offshore corporate structuring and experience managing global business companies, trusts, fund structures
• Comprehensive knowledge of Mauritian financial services laws and regulatory frameworks
• Exceptional financial acumen and expertise in accounting, auditing and tax planning
• Strong stakeholder engagement, as you’ll be liaising with regulators, legal professionals, and international clients
• Strong leadership, strategic thinking and decision-making skills
• Excellent communication, relationship building and negotiation skills
• High ethical standards, commitment to compliance and integrity