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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