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• A venturesome wealth and asset management firm is looking for a Sales Analyst within the Finance Ops team. The ideal candidate should be highly organized and analytical.
• The firm places emphasis on building amiable, genuine client connections and delivering superior investment methodology. Your role in their mission is the management, optimization, and accurate reporting of all Revenue and Sales related activities.

Roles and responsibilities:

• Manage the group-wide function for commission-related tasks
• Daily operational and financial management
• Month-end operations
• Take an active role in checking the workflows and system changes and play a further role to guide future Software system updates and improvements.
• Managing and responding to internal and external partnership management across the group.
• Identifying opportunities for new products and revenue streams
• Interacting with advisors and IFAs
• Taking an active role in understanding contracts and commission splits and managing partnership and stakeholder relationships within the commercial boundaries set by contracts.
• Monitoring and correcting production errors
• Keeping track of team progress and meeting deadlines
• Post-month-end balancing and reconciliation
• System amendments for book buying and taking on new processes
• Problem-solving and auditing.
• Leading a small team of 2-4 people

What you’ll need:

• BCom or Bachelor’s degree, preferably a financial stream 
• 3+ years of experience in the financial planning industry (beneficial)
• Excellent proficiency in Excel and Outlook
• Alternatively, the candidate can be an AGA (SA) or CIMA candidate

You’ll be perfect if your skill set consists of

• Handling crisis situations
• Meeting deadlines efficiently
• Timely deadline management
• Willingness to work long or unplanned hours
• Hands-on approach and willingness to assist in various department tasks
• Ability to manage team dynamics
• Effective internal and external communication
• Confidence and assertiveness
• Excellent communication skills
• Capacity to give small internal presentations

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• A venturesome wealth and asset management firm is looking for a Revenue Accountant within the Finance Ops team. The ideal candidate should be highly organized and analytical.
• The firm places emphasis on building amiable, genuine client connections and delivering superior investment methodology. Your role in their mission is the management, optimization, and accurate reporting of all Revenue and Sales related activities.

Roles and responsibilities:

• Manage the group-wide function for commission-related tasks
• Daily operational and financial management
• Month-end operations
• Take an active role in checking the workflows and system changes and play a further role to guide future Software system updates and improvements.
• Managing and responding to internal and external partnership management across the group.
• Identifying opportunities for new products and revenue streams
• Interacting with advisors and IFAs
• Taking an active role in understanding contracts and commission splits and managing partnership and stakeholder relationships within the commercial boundaries set by contracts.
• Monitoring and correcting production errors
• Keeping track of team progress and meeting deadlines
• Post-month-end balancing and reconciliation
• System amendments for book buying and taking on new processes
• Problem-solving and auditing.
• Leading a small team of 2-4 people

What you’ll need:

• BCom or Bachelor’s degree, preferably a financial stream 
• 3+ years of experience in the financial planning industry (beneficial)
• Excellent proficiency in Excel and Outlook
• Alternatively, the candidate can be an AGA (SA) or CIMA candidate

You’ll be perfect if your skill set consists of

• Handling crisis situations
• Meeting deadlines efficiently
• Timely deadline management
• Willingness to work long or unplanned hours
• Hands-on approach and willingness to assist in various department tasks
• Ability to manage team dynamics
• Effective internal and external communication
• Confidence and assertiveness
• Excellent communication skills
• Capacity to give small internal presentations

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• A well established audit practice based in Stellenbosch is seeking a registered Chartered Accountant (SA) as an Audit Manager. The role will also involve Business Advisory services and will be a great opportunity for a candidate to gain experience in a broader spectrum. 
• The position is at middle management level, reports to the Partner/Director and requires an applicant of absolute integrity with excellent communication and leadership skills, who will ensure the professional stature of the firm. 

Duties and responsibilities

• Planning, executing, and managing client assignments and projects by professionally delivering excellent service
• Planning and managing the audit teams
• Assisting in business advisory services, including restructuring and valuations
• Actively explore and identify business process risks, documenting results of the evaluations
• Developing recommendations and reports based on audits and presenting these to the Partner/Director
• Manage the team and individual budgets and business performance objectives
• Manages project financials, including budgets, work in progress, timely billing and variance recognition.
• Formulating professional development and educational plans for SAICA trainees
• Planning and allocating resources and individuals in accordance with skills and schedules

Desired Qualifications, Experience & Competencies

• CA(SA) or equivalent qualification with 2+ years post article experience
• In-depth knowledge of IFRS for SMEs, IFRS, SAICA rules and regulations and IRBA rules and regulations.
• Experience in CaseWare products including CaseWare Cloud.

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Introduction

• We’re seeking a young and ambitious Junior Accountant at a large and established construction and property development company based in Midrand that has seen exciting growth opportunities in the Property Development Sector. 
• This role is a great opportunity for a qualified or soon to be Professional Accountant (SA) or AGA (SA) to further gain commercial experience with strong guidance and mentorship from a senior management team.
• The candidate will gain extensive exposure to the big picture of the business as a whole and will be responsible for the crucial day-to-day support of the Finance team and Department.

Roles & Responsibilities

• Bookkeeping function, from General Ledger to Trial Balance level and ensure that team members complete tasks in a timely and accurate manner.
• Monthly management reporting to the executive team and assisting in preparation and feedback on variance analysis.
• Liaising with auditors, accountants, suppliers.
• Assist with preparing the monthly, quarterly and annual reporting packs.
• Monthly cash flow certificate distribution and projection
• Process journal entries, payments - supplier/refunds/ad hoc and follow up on payment/discrepancies 
• Process, managing and follow up on invoices
• Ensuring legislation is followed regarding VAT, PAYE and Income Tax
• Ensuring the VAT201 and EMP201 reconciliations and returns are correctly submitted by the team.  

Desired Qualifications and Experience

• Eligible / Registered Professional Accountant (SA) preferred
• As a minimum candidates should have completed 3 years of SAIPA or SAICA articles
• 0-3 years post articles commerce Accounting experience (required)
• Experience in the construction, engineering or property development industry would be beneficial
• High performing and output-driven candidate
• Accuracy and meticulous attention to detail

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Introduction

• We’re looking to hire a Wealth Manager which will build on exciting partnerships with lots of opportunity to create a large portfolio of clients. The candidate will need to be energetic with a sense of entrepreneurialism, a hunger for knowledge and self improvement.
• The main purpose of the role is to help clients achieve their financial goals through investment and risk management while managing and ensuring the growth of the partnered distribution base. 

Roles & Responsibilities

• Building a wealth management book of clients by meetings and leveraging off of partnered distribution relationships. 
• Thorough monitoring and follow-up of new business implementation processes in order to ensure a seamless client acquisition.
• Liaising & detailed communication with clients and partners. 
• Checking of FICA & FAIS compliance in partnership with an ops team.
• Constant maintenance of the investment book. 
• Fee reconciliations of fees budgeted vs actual fees paid. 
• Updating of internal weekly pipeline reports.
• Compiling and updating portfolio asset allocation spreadsheets.
• Compiling, updating of clients’ financial & investment proposals, reports and product summaries

Desired Qualifications, Experience and Personal attributes

• BCom / Financial degree or equivalent 
• CFP (Certified Financial Planning or Chartered Financial Analyst) 
• Previous experience as Wealth Manager, Financial Planner or similar role
• Previous experience in high net worth client interaction (essential),  Investment Funds/Management, Sales, Financial Services, Collective Investment Schemes (CIS), JSE and equities are highly desirable
• Prepared to travel (Drivers License essential)
• Attention to detail

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• A UK-based Private Equity firm is seeking a Senior Financial Manager to run the group finance function while overseeing a small finance team in their Cape Town office.
• The candidate will manage the day-to-day accounting function as well as be involved in some of the basic operational activities of running a fast-growing company.

Roles and Responsibilities

• We are seeking individuals with a positive attitude to join our youthful, culturally diverse, and internationally focused team.
• The ideal candidate should be confident in presenting their ideas to senior leadership and contributing to a high-growth environment.
• Prior experience in managing large-scale transactions in industries such as funding, recruitment, and high-volume sales is crucial.
• Familiarity with UK businesses and financial structures, as well as experience working with them, is necessary.
• Bonus points for those with experience in the UK recruitment industry.
• The ability to oversee systems, process improvement and automation projects is desirable.
• Proficiency in Microsoft Excel, including advanced knowledge, is a must.
• The ability to present financial reports to management and participate in senior management meetings is crucial.
• A collaborative, high-performance attitude and a love for working in a fast-paced, entrepreneurial environment are highly valued.
• The ideal candidate should be comfortable with making fast decisions and embracing a guerrilla approach to business growth.
• Being a supportive team member and leader is a key aspect of the role.

Requirements:

• Eligible Professional Accountant (SA) / AGA (SA) / CIMA
• 3+ years of post-article experience with experience in a commercial role
• At least 1 year's experience in a managerial role
• English first language is preferred
• Previous experience in international markets will be highly regarded

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Introduction

• We’re seeking an experienced and assertive Head of Accounting interested in working for a fast growing medium sized Cloud Accounting and Consulting practice in Cape Town. This company leverages the latest cloud technology and automation to ensure business owners gain financial visibility into their business, provision for their tax obligations well in advance and have the financial information that they need to achieve their business goals. 
• This is a great opportunity for a Chartered Accountant (SA) / Chartered Management Accountant looking to apply their leadership, management and technical skills in the Accounting Practice space, and who is passionate about helping SMEs. You will manage a skilled, enthusiastic team of accountants and team leaders.

Role and responsibilities:

• Lead, manage and motivate a skilled, enthusiastic team to achieve the Company objectives.
• Final “gate-keeper” to ensure all work performed for clients meets required standards.
• Ensure well - being of accounting team.
• Drive and influence departmental and system efficiencies.

Desired qualifications and experience

• CA(SA) or CGMA 
• Experience in leading teams
• Continuous experience in an accounting practice environment is beneficial.
• Previous work experience in the Cloud Accounting and Automation space would be highly beneficial. 
• Passionate about SME development.
• Proficiency in Xero Accounting software is desirable.