22 Budgeting jobs in Cape Town

An esteemed Financial Services company, renowned for its dedication to excellence, is seeking a dynamic and experienced Financial Manager to join its thriving team. The successful incumbent will be responsible for the financial management of the finance department. The individual is expected to work closely with the Accountants responsible for the accounting function and assist with any accounting issues as well as reviewing the monthly processing. We require the skills of a dynamic individual who has the willingness to learn and develop within a finance division.

Responsibilities:

1. Review of reconciliations.
2. Review of monthly accounting processing.
3. Compiling management reports and analysis.
4. Cashflow and investments management and approving of payments and collections.
5. Assist with budgeting and forecasting.
6. Ensuring all control accounts, balance sheets and income statements are reconciled on a monthly basis VAT and Income tax calculations and returns.
7. Statutory and regulatory returns (FSCA, Prudential Authority, Reserve Bank, SARS, NAMFISA).
8. Compilation of the annual financial statements in terms of IFRS.
9. Assist Regional Managers with financial information.
10. Liaising and assisting with internal and external auditors.
11. Resolving reconciling and long outstanding items on balance sheet reconciliations.
12. Systems, processes and internal control improvements.
13. Assist with ad hoc queries until resolution.

Requirements:

1. CA (SA) qualification.
2. 2 years’ post articles experience (Financial Services / Short Term Insurance Industry advantageous).
3. Strong technical skills, including sound IFRS knowledge.
4. MS Excel, MS Word, MS Outlook.
5. Experience in accounting packages such as Great Plains, SAP, Accpac advantageous.

Competencies:

1. Communication / presentation skills.
2. Interpersonal skills.
3. Achievement / results driven.
4. Team player.
5. Strong time management skills.
6. Numerical and analytical skills.
7. Deadline orientated.
8. Management skills.

An esteemed Financial Services company, renowned for its dedication to excellence, is seeking a dynamic and experienced Financial Manager to join its thriving team. The successful incumbent will be responsible for the financial management of the finance department. The individual is expected to work closely with the Accountants responsible for the accounting function and assist with any accounting issues as well as reviewing the monthly processing. We require the skills of a dynamic individual who has the willingness to learn and develop within a finance division.

Responsibilities:

1. Review of reconciliations.
2. Review of monthly accounting processing.
3. Compiling management reports and analysis.
4. Cashflow and investments management and approving of payments and collections.
5. Assist with budgeting and forecasting.
6. Ensuring all control accounts, balance sheets and income statements are reconciled on a monthly basis VAT and Income tax calculations and returns.
7. Statutory and regulatory returns (FSCA, Prudential Authority, Reserve Bank, SARS, NAMFISA).
8. Compilation of the annual financial statements in terms of IFRS.
9. Assist Regional Managers with financial information.
10. Liaising and assisting with internal and external auditors.
11. Resolving reconciling and long outstanding items on balance sheet reconciliations.
12. Systems, processes and internal control improvements.
13. Assist with ad hoc queries until resolution.

Requirements:

1. CA (SA) qualification.
2. 2 years’ post articles experience (Financial Services / Short Term Insurance Industry advantageous).
3. Strong technical skills, including sound IFRS knowledge.
4. MS Excel, MS Word, MS Outlook.
5. Experience in accounting packages such as Great Plains, SAP, Accpac advantageous.

Competencies:

1. Communication / presentation skills.
2. Interpersonal skills.
3. Achievement / results driven.
4. Team player.
5. Strong time management skills.
6. Numerical and analytical skills.
7. Deadline orientated.
8. Management skills.

Position: Financial Manager – Agriculture & Property Management

Location: Durbanville

Salary: Competitive, based on experience

Job Type: Full-time

About the Position:

We are seeking an experienced Financial Manager with a strong background in the agriculture sector. The ideal candidate should not only have financial management experience but also skills in property management (which will be an advantage), specifically in the rental of houses and commercial properties.

Requirements:

• Qualifications: Degree in Finance / Accounting / Agricultural Economics or a related field.
• Experience: Minimum 5 years’ experience in financial management, preferably in the agriculture sector.
• Property Knowledge: Experience in leasing and managing properties is a strong advantage.

Software Skills:

• Proficiency in financial software and MS Excel.
• Xero Accounting
• Strong analytical and problem-solving skills.
• Excellent communication and leadership skills.
• Ability to work independently and strategize effectively.

Key Responsibilities:

• Financial Management
• Prepare, analyze, and manage financial statements and budgets.
• Oversee cash flow management and cost control.
• Ensure compliance with legal and tax regulations.
• Manage audit processes and financial risks.

Agricultural Finance:

• Develop financial planning and budgeting for agricultural operations.
• Forecasting and risk management within the agricultural sector.
• Facilitate and manage agricultural funding and subsidies.

Property Management:

• Manage leasing and contracts for houses and commercial properties
• Maintain rental agreements and ensure rent collection.
• Coordinate maintenance and repairs of properties.
• Communicate with tenants and ensure compliance with regulations.

Why Join Us?

• A dynamic and growing company.
• Competitive compensation and benefits.
• A well-balanced role combining financial and property management responsibilities.

Position: Financial Manager – Agriculture & Property Management

Location: Durbanville

Salary: Competitive, based on experience

Job Type: Full-time

About the Position:

We are seeking an experienced Financial Manager with a strong background in the agriculture sector. The ideal candidate should not only have financial management experience but also skills in property management (which will be an advantage), specifically in the rental of houses and commercial properties.

Requirements:

• Qualifications: Degree in Finance / Accounting / Agricultural Economics or a related field.
• Experience: Minimum 5 years’ experience in financial management, preferably in the agriculture sector.
• Property Knowledge: Experience in leasing and managing properties is a strong advantage.

Software Skills:

• Proficiency in financial software and MS Excel.
• Xero Accounting
• Strong analytical and problem-solving skills.
• Excellent communication and leadership skills.
• Ability to work independently and strategize effectively.

Key Responsibilities:

• Financial Management
• Prepare, analyze, and manage financial statements and budgets.
• Oversee cash flow management and cost control.
• Ensure compliance with legal and tax regulations.
• Manage audit processes and financial risks.

Agricultural Finance:

• Develop financial planning and budgeting for agricultural operations.
• Forecasting and risk management within the agricultural sector.
• Facilitate and manage agricultural funding and subsidies.

Property Management:

• Manage leasing and contracts for houses and commercial properties
• Maintain rental agreements and ensure rent collection.
• Coordinate maintenance and repairs of properties.
• Communicate with tenants and ensure compliance with regulations.

Why Join Us?

• A dynamic and growing company.
• Competitive compensation and benefits.
• A well-balanced role combining financial and property management responsibilities.

Overview:

Our client, an independent global asset manager with R3 trillion in assets under management, is seeking a Cross Divisional Project Manager (9 month contract) to join their team. The Operational Change team is responsible for delivering strategic and regulatory change across the firm's operating platform. They sit within the wider Operations function and work closely with teams across Operations, Client Group and Investments, as well as key third-party service providers. Their focus is on ensuring change is delivered efficiently, with minimal disruption to day-to-day activity, while maintaining a strong control environment. The team operates in a decentralised model, partnering with business leads to shape, coordinate, and implement change across multiple functions and geographies.

Responsibilities:

• Take ownership and accountability for delivery of cross-divisional change initiatives
• Ensure cohesion and collaboration across delivery streams
• Provide regular and appropriate communication of progress to key stakeholders and sponsors
• Create and manage comprehensive project plans that reflect requirements and delivery paths
• Ensure IT solutions (internal and external) satisfy business requirements and objectives
• Manage risks and issues effectively, including appropriate escalation when these cannot be resolved within workstreams
• Lead and motivate project teams to maximize achievement of objectives
• Facilitate effective communication across workstreams, business stakeholders and sponsors
• Develop subject matter expertise as required to enable effective delivery, including maintaining awareness of regulatory changes affecting the business
• Share knowledge, ideas and best practices with team members and industry peers
• Contribute to a culture of collaboration across the change team and business areas

Requirements:

• Proven experience managing cross-functional change projects in asset management or financial services
• A track record of successful delivery on regulatory and industry-driven initiatives in either South Africa or the UK (e.g. SFDR, T+1 settlement change, EMIR, ESG regulations)
• The ability to influence and coordinate without direct authority
• Confidence to challenge constructively and hold stakeholders accountable
• A calm, pragmatic approach - especially when projects shift or priorities conflict
• Strong understanding of governance, risk management and delivery controls in a regulated environment

Attributes:

• The ability to build and maintain meaningful relationships
• Driven by results
• Ability to recognise and embrace change
• A client focused and collaborative approach
• High conviction and be comfortable sharing opinions
• Ability to analyse, interpret and assimilate information
• A curiosity about technology and its potential to drive innovation

Our client is a nationally recognized name in the financial advisory sector, delivering wealth and risk planning solutions.

They offer a structured and well-resourced environment for career-focused professionals.In this role, youll manage administrative workflows, client documentation, and regulatory compliance.

You'll also handle communication distribution, CRM updates, and client file maintenance using internal systems.Key Responsibilities : Oversee all client service tasks from onboarding to reviews.Capture and verify client data, documents, and applications.Maintain client files and records using Xplan.Coordinate with financial planning partners and service providers.Manage marketing material, events, and internal communication distribution.Assist in commission and compliance tracking.Provide internal IT and system support coordination.Track practice KPIs and assist with office management.Key Attributes : High attention to detail.Team-oriented with strong communication skills.Professional presence and reliability.Strong initiative and problem-solving ability.Confidential and composed under pressure.Requirements : 23 years in financial services advantageous.Tertiary education or applicable courses.Proficient in MS Office and Xplan.Familiarity with financial regulatory practices (FAIS / FICA).Remuneration : R17 - R21 Cost to Company

• Only shortlisted candidates will be contacted

Financial Assistant • Cape Town, Western Cape

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• Oversee all client service tasks from onboarding to reviews.
• Capture and verify client data, documents, and applications.
• Maintain client files and records using Xplan.
• Coordinate with financial planning partners and service providers.
• Manage marketing material, events, and internal communication distribution.
• Assist in commission and compliance tracking.
• Provide internal IT and system support coordination.
• Track practice KPIs and assist with office management.

• High attention to detail.
• Team-oriented with strong communication skills.
• Professional presence and reliability.
• Strong initiative and problem-solving ability.
• Confidential and composed under pressure.

• 23 years in financial services advantageous.
• Tertiary education or applicable courses.
• Proficient in MS Office and Xplan.
• Familiarity with financial regulatory practices (FAIS/FICA).

Business Segment: Personal & Private Banking

Location: ZA, Western Cape, Cape Town, Greater Bay

Provides all the required guidance and support in order to enable the financial planners to provide Money Management & Advisory approved solutions effectively to customers using the 6 steps of financial planning process and in adherence to regulatory and SBG policies. Ensures that the financial planners attend all the required training interventions (e.g., FAIS, KYC, product knowledge, risk and compliance, etc.).

• B.Comm Finance / Legal degree
• 120 credits or Qualification aligned with FAIS and FSCA requirements

• 5 to 8 years managing a team of Financial Planners/Wealth Planners

• Negotiating
• Accurately interpreting data
• Implementing procedure
• Understanding regulations

Are you a Chartered Accountant (South Africa) with a passion for numbers and a keen eye for detail? Join our fast-paced FMCG (Fast Moving Consumer Goods) company as a Financial Planning Analyst and unleash your potential in a dynamic environment!

1. Financial Analysis: Conduct in-depth analysis of financial data to drive strategic decision-making and identify areas for improvement.
2. Budgeting and Forecasting: Collaborate with cross-functional teams to develop accurate budgets and forecasts, ensuring alignment with business objectives.
3. Performance Monitoring: Track key performance indicators (KPIs) and financial metrics, providing insights to optimize operational efficiency and profitability.
4. Variance Analysis: Analyze variances between actuals and forecasts, investigating discrepancies and recommending corrective actions as needed.
5. Financial Modelling: Develop complex financial models to support long-term planning and scenario analysis, aiding in risk assessment and mitigation.

1. Qualified Chartered Accountant (CA(SA)) with a strong academic background.
2. Previous experience in financial analysis or planning within the FMCG industry is highly desirable.
3. Proficiency in financial modelling and data analysis tools (Excel, SAP, etc.).
4. Excellent communication skills with the ability to present complex financial information in a clear and concise manner.
5. Strong analytical mindset with a strategic approach to problem-solving.

1. Innovative Environment: Be part of a forward-thinking company that values innovation and creativity.
2. Career Growth: Take advantage of opportunities for professional development and advancement within a thriving industry.
3. Impactful Work: Make a tangible impact on the company's financial performance and contribute to its success.
4. Collaborative Culture: Work alongside a talented team of professionals who are passionate about driving results and achieving excellence.