24 Budgets jobs in Cape Town

SSN seeks a Budget Analyst who will be responsible for preparing budget reports aimed at helping programmes monitor spending, rationalising costs, and balancing their finances.

This position will be based in Cape Town, South Africa, and only candidates who are eligible to work in South Africa will be considered for this post.SSN is committed to providing equal opportunities and practicing affirmative action employment relating to race, gender and disability.

Applications will close at midnight (SAST) on 9 June 2025.

Shortlisted candidates will be contacted within two to three weeks of the closing date. If you are not contacted within this time period, please consider your application unsuccessful. Unfortunately, we are not able to offer feedback on any application made for this job posting. SSN reserves the right not to make an appointment.

Financial Planning and Analysis Manager Employment Type : Full-Time, Permanent Location : Cape Town (On-site) Salary : R700,000 per annum ( highly negotiable for the right person ) Level : Associate / Mid-level

Our client is an award-winning scale-up that has transformed the property industry with the world’s first fully digital end-to-end homebuying platform. Recognised for their innovation and impact in the UK property market, they continue to grow rapidly with a dynamic and collaborative team at the core of their success.

About the Role

Our client is seeking a talented FP&A Manager to join their dynamic team and support their financial operations. The role offers a unique opportunity to work in a fast-paced scale-up environment and gain exposure to various aspects of finance including M&A, financial modelling, budgeting, investor and management reporting, and management accounting.

Why Join Them?

• World’s first Homebuying Platform enabling end-to-end online property transactions
• Gold Winner – Best Use of Digital in the Property Market
• Awarded “Most Innovative Company” in 2021 at the Best Business Awards (UK)

Key Responsibilities

M&A

• Prepare detailed financial models to assess the viability and financial impact of acquisition targets
• Support investment proposals and presentations for senior management and investors
• Conduct due diligence and risk assessments for potential acquisitions
• Assist in post-merger integration analysis and financial performance tracking

• Lead the budgeting and forecasting process, ensuring accuracy and alignment with business objectives
• Develop variance analyses to compare actuals against budget and forecasts, identifying key drivers
• Provide insightful financial analysis to support strategic decision-making and cost control initiatives
• Partner with department heads to provide financial guidance
• Implement and enhance financial reporting tools and dashboards for real-time insights

Financial Modelling

• Develop and maintain complex financial models to support strategic decision-making
• Conduct scenario analysis and sensitivity testing to evaluate potential business strategies
• Provide insights and recommendations based on financial model outputs

Management Accounts

• Assist in the preparation of monthly management accounts, including P&L statements, balance sheets, and cash flow statements
• Analyse financial performance against budgets and forecasts
• Ensure accuracy and compliance with financial policies
• Identify trends and make actionable recommendations to improve financial performance
• Financial Analysis and Reporting
• Conduct detailed financial analysis to support strategic initiatives
• Prepare financial reports and presentations for both internal and external stakeholders
• Develop KPIs and performance metrics to measure business success
• Support investor reporting requirements with clear and insightful communication

Requirements

• Ambitious, tenacious, and a self-starter
• Minimum 2:1 degree in Finance or Accounting
• 2–3 years of experience in a similar role (associate level)
• Preferably from a Big 4 and/or investment banking background
• Strong analytical skills with attention to detail
• Proficient in financial modelling and scenario analysis
• Experience with Power BI is highly desirable
• Comfortable working independently in a fast-paced, scale-up environment

GVW Group is a dynamic private investment and industrial holding company dedicated since 1993 to growing and starting businesses. We take an entrepreneurial approach to building value for our scalable early stage, high-growth, and mid-sized operating companies by providing strategic expertise and resources. Along the way, we have expanded globally into diverse industries ranging from manufacturing to technology, distribution, big data, engineering, and energy efficiency.

Job Title: GVW Group Financial Planning and Analysis (FP&A) Manager

Reports to: Group CFO
Location: Durbanville, Cape Town
Employment Type: Full-time on Site

Position Overview

The GVW Group FP&A Manager will play a critical role in driving financial performance and strategic decision-making across the group and its operating companies. This position is responsible for delivering insightful financial analysis, budgeting, forecasting, and performance reporting to support the Group CFO and executive leadership. The ideal candidate will act as a strategic partner, ensuring alignment between corporate objectives and the financial activities of the operating companies.

Key Outcomes Expected from the Role

1. Strategic Financial Insights
   • Deliver actionable financial insights and recommendations to the Group CFO and senior leadership to drive growth, cost efficiency, and profitability.
   • Provide comprehensive financial models to support key strategic decisions, including investment appraisals, capital allocation, and business expansion opportunities.
2. Advanced Data Analytics and Reporting :
   • Develop and maintain sophisticated financial models using advanced data analytics techniques.
   • Utilize data visualization tools (e.g., Power BI, Tableau) to create insightful and interactive financial dashboards.
   • Automate regular financial reports to ensure accuracy and efficiency.

1. Robust Financial Planning Processes
   • Lead the development and execution of the annual budgeting and quarterly forecasting processes for the group and its operating companies.
   • Ensure that financial plans align with the strategic objectives and operational realities of the business.
   • Implement standardized planning processes across operating companies for consistency and accuracy.
2. Enhanced Financial Performance Management
   • Develop and implement Group financial performance dashboards and KPIs to monitor business units and identify opportunities for operational improvements.
   • Conduct variance analysis to compare actual performance against budgets and forecasts, providing detailed insights and recommendations for corrective actions.
3. Effective Stakeholder Collaboration
   • Act as a liaison between the group finance function and operating company finance teams, ensuring alignment and fostering a culture of collaboration.
   • Support business units with financial expertise to help them achieve their operational and strategic goals.
4. Improved Financial Reporting and Analytics
   • Lead the development of consolidated financial reports with meaningful insights for decision-making.
   • Ensure accurate, timely, and high-quality financial reporting in compliance with internal and external requirements.
   • Utilize advanced financial analytics tools and methodologies to enhance decision-making capabilities.
5. Cost Optimization and Efficiency Improvements
   • Identify cost-saving opportunities across the group and operating companies by conducting in-depth financial reviews.
   • Implement initiatives to improve financial efficiency without compromising operational effectiveness.
6. Scenario Planning and Risk Management
   • Develop financial models and scenario analyses to assess potential risks and opportunities in market fluctuations, economic downturns, and strategic initiatives.
   • Provide contingency plans and financial risk assessments to support business continuity and resilience.
7. Capital Management and Investment Evaluation
   • Assist in evaluating investment opportunities, mergers and acquisitions, and capital expenditure projects to ensure alignment with financial goals.
   • Monitor working capital performance and cash flow forecasting to support liquidity planning and debt management.
8. Technology and Process Improvement
   • Leverage financial planning systems and tools to automate processes, improve data accuracy, and enhance reporting capabilities.
   • Support the implementation of digital transformation initiatives within the finance function to improve efficiency and data-driven decision-making.

Qualifications and Skills

Education & Experience:

• Bachelor’s degree in Finance , Accounting, Economics, or related field; MBA or CPA /CA(SA) preferred.
• Minimum of 7-10 years of progressive experience in FP&A, preferably in a group or multi-entity organization.
• Experience in the automotive, engineering, or distribution industries is a plus.

Technical Skills:

• Strong financial modeling and forecasting skills.
• Advanced proficiency in financial systems such as NetSuite, QAD, or cloud-based FP&A tools.
• Expertise in data visualization tools like Power BI, Tableau, or similar.
• Excellent Excel and financial data analysis skills.

Leadership & Soft Skills:

• Strong strategic thinking and analytical problem-solving capabilities.
• Excellent communication and presentation skills with the ability to convey complex financial information to non-financial stakeholders.
• Ability to work collaboratively across teams and influence key stakeholders.
• High level of attention to detail and accuracy.
• Strong project management skills with the ability to handle multiple priorities effectively.

Key Performance Indicators (KPIs)

• Accuracy and timeliness of financial reports and forecasts.
• Improvement in financial planning processes across operating companies.
• Contribution to cost reduction and efficiency initiatives.
• Stakeholder satisfaction levels regarding financial insights and support.
• Effective cash flow management and working capital optimization.

Opportunities for Growth

The GVW Group FP&A Manager role offers a path to senior leadership within the finance function, with opportunities to influence strategic decisions at the group level and develop expertise across multiple industries and markets.

Join to apply for the Financial Planning and Analysis Manager role at GVW Group

Join to apply for the Financial Planning and Analysis Manager role at GVW Group

Position at GVW Group, LLC

GVW Group is a dynamic private investment and industrial holding company dedicated since 1993 to growing and starting businesses. We take an entrepreneurial approach to building value for our scalable early stage, high-growth, and mid-sized operating companies by providing strategic expertise and resources. Along the way, we have expanded globally into diverse industries ranging from manufacturing to technology, distribution, big data, engineering, and energy efficiency.

Description

Position at GVW Group, LLC

GVW Group is a dynamic private investment and industrial holding company dedicated since 1993 to growing and starting businesses. We take an entrepreneurial approach to building value for our scalable early stage, high-growth, and mid-sized operating companies by providing strategic expertise and resources. Along the way, we have expanded globally into diverse industries ranging from manufacturing to technology, distribution, big data, engineering, and energy efficiency.

Job Title: GVW Group Financial Planning and Analysis (FP&A) Manager

Reports to: Group CFO

Location: Durbanville, Cape Town

Employment Type: Full-time onsite

Position Overview

The GVW Group FP&A Manager will play a critical role in driving financial performance and strategic decision-making across the group and its operating companies. This position is responsible for delivering insightful financial analysis, budgeting, forecasting, and performance reporting to support the Group CFO and executive leadership. The ideal candidate will act as a strategic partner, ensuring alignment between corporate objectives and the financial activities of the operating companies.

Key Outcomes Expected from the Role

• Strategic Financial Insights
• Deliver actionable financial insights and recommendations to the Group CFO and senior leadership to drive growth, cost efficiency, and profitability.
• Provide comprehensive financial models to support key strategic decisions, including investment appraisals, capital allocation, and business expansion opportunities.
• Advanced Data Analytics and Reporting:
• Develop and maintain sophisticated financial models using advanced data analytics techniques.
• Utilize data visualization tools (e.g., Power BI, Tableau) to create insightful and interactive financial dashboards.
• Automate regular financial reports to ensure accuracy and efficiency.
  
  

• Robust Financial Planning Processes
• Lead the development and execution of the annual budgeting and quarterly forecasting processes for the group and its operating companies.
• Ensure that financial plans align with the strategic objectives and operational realities of the business.
• Implement standardized planning processes across operating companies for consistency and accuracy.
• Enhanced Financial Performance Management
• Develop and implement Group financial performance dashboards and KPIs to monitor business units and identify opportunities for operational improvements.
• Conduct variance analysis to compare actual performance against budgets and forecasts, providing detailed insights and recommendations for corrective actions.
• Effective Stakeholder Collaboration
• Act as a liaison between the group finance function and operating company finance teams, ensuring alignment and fostering a culture of collaboration.
• Support business units with financial expertise to help them achieve their operational and strategic goals.
• Improved Financial Reporting and Analytics
• Lead the development of consolidated financial reports with meaningful insights for decision-making.
• Ensure accurate, timely, and high-quality financial reporting in compliance with internal and external requirements.
• Utilize advanced financial analytics tools and methodologies to enhance decision-making capabilities.
• Cost Optimization and Efficiency Improvements
• Identify cost-saving opportunities across the group and operating companies by conducting in-depth financial reviews.
• Implement initiatives to improve financial efficiency without compromising operational effectiveness.
• Scenario Planning and Risk Management
• Develop financial models and scenario analyses to assess potential risks and opportunities in market fluctuations, economic downturns, and strategic initiatives.
• Provide contingency plans and financial risk assessments to support business continuity and resilience.
• Capital Management and Investment Evaluation
• Assist in evaluating investment opportunities, mergers and acquisitions, and capital expenditure projects to ensure alignment with financial goals.
• Monitor working capital performance and cash flow forecasting to support liquidity planning and debt management.
• Technology and Process Improvement
• Leverage financial planning systems and tools to automate processes, improve data accuracy, and enhance reporting capabilities.
• Support the implementation of digital transformation initiatives within the finance function to improve efficiency and data-driven decision-making.
  

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA /CA(SA) preferred.
• Minimum of 7-10 years of progressive experience in FP&A, preferably in a group or multi-entity organization.
• Experience in the automotive, engineering, or distribution industries is a plus.
  
  

• Strong financial modeling and forecasting skills.
• Advanced proficiency in financial systems such as NetSuite, QAD,or cloud-based FP&A tools.
• Expertise in data visualization tools like Power BI, Tableau, or similar.
• Excellent Excel and financial data analysis skills.
  
  

• Strong strategic thinking and analytical problem-solving capabilities.
• Excellent communication and presentation skills with the ability to convey complex financial information to non-financial stakeholders.
• Ability to work collaboratively across teams and influence key stakeholders.
• High level of attention to detail and accuracy.
• Strong project management skills with the ability to handle multiple priorities effectively.
  
  

• Accuracy and timeliness of financial reports and forecasts.
• Improvement in financial planning processes across operating companies.
• Contribution to cost reduction and efficiency initiatives.
• Stakeholder satisfaction levels regarding financial insights and support.
• Effective cash flow management and working capital optimization.
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Motor Vehicle Manufacturing

Referrals increase your chances of interviewing at GVW Group by 2x

Get notified about new Financial Planning and Analysis Manager jobs in Highland Park, IL .

Chicago, IL $112,860.00-$43,900.00 2 weeks ago

Chicago, IL 112,860.00- 143,900.00 4 days ago

Chicago, IL 100,500.00- 173,250.00 5 days ago

Chicago, IL 116,000.00- 216,000.00 2 weeks ago

Chicago, IL 125,000.00- 165,000.00 2 weeks ago

Evanston, IL 130,000.00- 230,000.00 2 weeks ago

Bannockburn, IL 98,011.13- 163,344.53 2 weeks ago

Rosemont, IL 117,000.00- 158,000.00 4 days ago

Chicago, IL 127,000.00- 165,000.00 1 week ago

Addison, IL 110,000.00- 130,000.00 2 weeks ago

Chicago, IL 175,000.00- 225,000.00 3 days ago

Chicago, IL 140,000.00- 160,000.00 2 weeks ago

Chicago, IL 120,000.00- 130,000.00 3 weeks ago

Des Plaines, IL 130,000.00- 160,000.00 1 week ago

Chicago, IL 112,993.00- 150,658.00 1 day ago

Chicago, IL 120,000.00- 160,000.00 2 weeks ago

Chicago, IL 118,400.00- 148,000.00 1 week ago

Chicago, IL 117,000.00- 158,000.00 1 week ago

Chicago, IL 200,000.00- 250,000.00 6 days ago

Chicago, IL 45,000.00- 50,000.00 1 month ago

Chicago, IL 120,000.00- 140,000.00 1 month ago

Chicago, IL 194,016.00- 230,000.00 5 days ago

Deerfield, IL 112,000.00- 150,000.00 5 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

GVW Group is a dynamic private investment and industrial holding company dedicated since 1993 to growing and starting businesses. We take an entrepreneurial approach to building value for our scalable early stage, high-growth, and mid-sized operating companies by providing strategic expertise and resources. Along the way, we have expanded globally into diverse industries ranging from manufacturing to technology, distribution, big data, engineering, and energy efficiency.

Job Title: GVW Group Financial Planning and Analysis (FP&A) Manager

Reports to: Group CFO
Location: Durbanville, Cape Town
Employment Type: Full-time on Site

Position Overview

The GVW Group FP&A Manager will play a critical role in driving financial performance and strategic decision-making across the group and its operating companies. This position is responsible for delivering insightful financial analysis, budgeting, forecasting, and performance reporting to support the Group CFO and executive leadership. The ideal candidate will act as a strategic partner, ensuring alignment between corporate objectives and the financial activities of the operating companies.

Key Outcomes Expected from the Role

1. Strategic Financial Insights
   • Deliver actionable financial insights and recommendations to the Group CFO and senior leadership to drive growth, cost efficiency, and profitability.
   • Provide comprehensive financial models to support key strategic decisions, including investment appraisals, capital allocation, and business expansion opportunities.
2. Advanced Data Analytics and Reporting :
   • Develop and maintain sophisticated financial models using advanced data analytics techniques.
   • Utilize data visualization tools (e.g., Power BI, Tableau) to create insightful and interactive financial dashboards.
   • Automate regular financial reports to ensure accuracy and efficiency.

1. Robust Financial Planning Processes
   • Lead the development and execution of the annual budgeting and quarterly forecasting processes for the group and its operating companies.
   • Ensure that financial plans align with the strategic objectives and operational realities of the business.
   • Implement standardized planning processes across operating companies for consistency and accuracy.
2. Enhanced Financial Performance Management
   • Develop and implement Group financial performance dashboards and KPIs to monitor business units and identify opportunities for operational improvements.
   • Conduct variance analysis to compare actual performance against budgets and forecasts, providing detailed insights and recommendations for corrective actions.
3. Effective Stakeholder Collaboration
   • Act as a liaison between the group finance function and operating company finance teams, ensuring alignment and fostering a culture of collaboration.
   • Support business units with financial expertise to help them achieve their operational and strategic goals.
4. Improved Financial Reporting and Analytics
   • Lead the development of consolidated financial reports with meaningful insights for decision-making.
   • Ensure accurate, timely, and high-quality financial reporting in compliance with internal and external requirements.
   • Utilize advanced financial analytics tools and methodologies to enhance decision-making capabilities.
5. Cost Optimization and Efficiency Improvements
   • Identify cost-saving opportunities across the group and operating companies by conducting in-depth financial reviews.
   • Implement initiatives to improve financial efficiency without compromising operational effectiveness.
6. Scenario Planning and Risk Management
   • Develop financial models and scenario analyses to assess potential risks and opportunities in market fluctuations, economic downturns, and strategic initiatives.
   • Provide contingency plans and financial risk assessments to support business continuity and resilience.
7. Capital Management and Investment Evaluation
   • Assist in evaluating investment opportunities, mergers and acquisitions, and capital expenditure projects to ensure alignment with financial goals.
   • Monitor working capital performance and cash flow forecasting to support liquidity planning and debt management.
8. Technology and Process Improvement
   • Leverage financial planning systems and tools to automate processes, improve data accuracy, and enhance reporting capabilities.
   • Support the implementation of digital transformation initiatives within the finance function to improve efficiency and data-driven decision-making.

Qualifications and Skills

Education & Experience:

• Bachelor’s degree in Finance , Accounting, Economics, or related field; MBA or CPA /CA(SA) preferred.
• Minimum of 7-10 years of progressive experience in FP&A, preferably in a group or multi-entity organization.
• Experience in the automotive, engineering, or distribution industries is a plus.

Technical Skills:

• Strong financial modeling and forecasting skills.
• Advanced proficiency in financial systems such as NetSuite, QAD, or cloud-based FP&A tools.
• Expertise in data visualization tools like Power BI, Tableau, or similar.
• Excellent Excel and financial data analysis skills.

Leadership & Soft Skills:

• Strong strategic thinking and analytical problem-solving capabilities.
• Excellent communication and presentation skills with the ability to convey complex financial information to non-financial stakeholders.
• Ability to work collaboratively across teams and influence key stakeholders.
• High level of attention to detail and accuracy.
• Strong project management skills with the ability to handle multiple priorities effectively.

Key Performance Indicators (KPIs)

• Accuracy and timeliness of financial reports and forecasts.
• Improvement in financial planning processes across operating companies.
• Contribution to cost reduction and efficiency initiatives.
• Stakeholder satisfaction levels regarding financial insights and support.
• Effective cash flow management and working capital optimization.

Opportunities for Growth

The GVW Group FP&A Manager role offers a path to senior leadership within the finance function, with opportunities to influence strategic decisions at the group level and develop expertise across multiple industries and markets.

Financial Planning and Analysis Manager Employment Type : Full-Time, Permanent Location : Cape Town (On-site) Salary : R700,000 per annum ( highly negotiable for the right person ) Level : Associate / Mid-level

Our client is an award-winning scale-up that has transformed the property industry with the world’s first fully digital end-to-end homebuying platform. Recognised for their innovation and impact in the UK property market, they continue to grow rapidly with a dynamic and collaborative team at the core of their success.

About the Role

Our client is seeking a talented FP&A Manager to join their dynamic team and support their financial operations. The role offers a unique opportunity to work in a fast-paced scale-up environment and gain exposure to various aspects of finance including M&A, financial modelling, budgeting, investor and management reporting, and management accounting.

Why Join Them?

• World’s first Homebuying Platform enabling end-to-end online property transactions
• Gold Winner – Best Use of Digital in the Property Market
• Awarded “Most Innovative Company” in 2021 at the Best Business Awards (UK)

Key Responsibilities

M&A

• Prepare detailed financial models to assess the viability and financial impact of acquisition targets
• Support investment proposals and presentations for senior management and investors
• Conduct due diligence and risk assessments for potential acquisitions
• Assist in post-merger integration analysis and financial performance tracking

• Lead the budgeting and forecasting process, ensuring accuracy and alignment with business objectives
• Develop variance analyses to compare actuals against budget and forecasts, identifying key drivers
• Provide insightful financial analysis to support strategic decision-making and cost control initiatives
• Partner with department heads to provide financial guidance
• Implement and enhance financial reporting tools and dashboards for real-time insights

Financial Modelling

• Develop and maintain complex financial models to support strategic decision-making
• Conduct scenario analysis and sensitivity testing to evaluate potential business strategies
• Provide insights and recommendations based on financial model outputs

Management Accounts

• Assist in the preparation of monthly management accounts, including P&L statements, balance sheets, and cash flow statements
• Analyse financial performance against budgets and forecasts
• Ensure accuracy and compliance with financial policies
• Identify trends and make actionable recommendations to improve financial performance
• Financial Analysis and Reporting
• Conduct detailed financial analysis to support strategic initiatives
• Prepare financial reports and presentations for both internal and external stakeholders
• Develop KPIs and performance metrics to measure business success
• Support investor reporting requirements with clear and insightful communication

Requirements

• Ambitious, tenacious, and a self-starter
• Minimum 2:1 degree in Finance or Accounting
• 2–3 years of experience in a similar role (associate level)
• Preferably from a Big 4 and/or investment banking background
• Strong analytical skills with attention to detail
• Proficient in financial modelling and scenario analysis
• Experience with Power BI is highly desirable
• Comfortable working independently in a fast-paced, scale-up environment

Our client, a leader in their field, is looking for a Financial Planning Analyst to join them on a 5 month maternity cover contract.

The successful candidate will be responsible for assisting with the financial planning, budgeting and financial forecasting processes and helping leadership make important business decisions through data insights.

Responsibilities include:

• Working with Business Unit heads to build their annual budgets and forecasts
• Producing models to project long term growth and determine the impacting business factors
• Analysing financial and operational results to better understand company performance
• Utilising BI tools to deliver meaningful insights into business performance
• Communicating to senior management the reasons behind performance and results
• Providing detailed analysis and commentary on cost centre results
• Reviewing operations and recommending new productivity or cost saving initiatives
• Reviewing existing processes and procedures to develop recommendations for improvement efforts
• Evaluating previous budgets, expenditures to develop and implement future budgets
• Communicating results and recommendations to senior management for improvements that will lead to cost reduction, revenue generation and streamlining operations

Requirements:

• B.Com Honours degree
• Experience in planning and budgeting
• Financial reporting skills
• Forecasting and modelling skills
• Proficient in Microsoft office, high proficiency in MS Excel
• Advanced accounting and finance skills
• Strategic and critical thinking
• High level of data analytics
• Must be available to start immediately

Desired Skills:

• Budgeting
• Financial Reporting
• Forecasting
• Financial Modelling

• 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).

• 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).