1,108 Cfm jobs in South Africa

Management Level

Senior Associate

Job Description & Summary

At PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring. They help clients navigate complex transactions and maximise value in their business deals.

In deal recovery management at PwC, you will focus on helping clients navigate financial distress and recover from challenging business situations. You will be responsible for providing strategic advice and solutions to optimise recovery outcomes.

Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

• Respond effectively to the diverse perspectives, needs, and feelings of others.
• Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
• Use critical thinking to break down complex concepts.
• Understand the broader objectives of your project or role and how your work fits into the overall strategy.
• Develop a deeper understanding of the business context and how it is changing.
• Use reflection to develop self awareness, enhance strengths and address development areas.
• Interpret data to inform insights and recommendations.
• Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.

A career within Deals Business Recovery Services, will provide you with the opportunity to support our clients survive an imminent crisis or simply fix gaps in their organisation. We help clients, reduce balance sheet stress, generate cash and reduce costs or refinance to find the best source of capital to support their business objectives. Whatever the solution, we help them manage challenges until the job is done.

As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

• Use feedback and reflection to develop self awareness, personal strengths and address development areas.
• Delegate to others to provide stretch opportunities, coaching them to deliver results.
• Demonstrate critical thinking and the ability to bring order to unstructured problems.
• Use a broad range of tools and techniques to extract insights from current industry or sector trends.
• Review your work and that of others for quality, accuracy and relevance.
• Know how and when to use tools available for a given situation and can explain the reasons for this choice.
• Seek and embrace opportunities which give exposure to different situations, environments and perspectives.
• Use straightforward communication, in a structured way, when influencing and connecting with others.
• Able to read situations and modify behavior to build quality relationships.
• Uphold the firm's code of ethics and business conduct.

Role Summary:

We believe that challenges are better solved together. That's why you'll join a diverse, global community of solvers - an unexpected mix of people that come together to build trust in society and solve important problems. In a place where you are encouraged to lead with your heart and values. And where your unique skills are developed and put to work in unexpected and exciting ways, superpowered by technology.

Qualifications / Certifications required:

• Bachelor of Commerce with Honours in Accounting

• Bachelor of Business Science with Honours in Finance / CA (SA); or

• Engineer or relevant professional qualification (e.g. MBA, APICS, CPIM); or

• CFA, CIMA or other relevant related degree / professional designation.

Responsibilities of role:

As a member of the PwC CARS team, the candidate will be involved in a variety of financial advisory and restructuring projects across a diverse range of industries and will gain exposure to a wide range of clients. PwC CARS services a wide spectrum of clients ranging from large, listed multinationals through to entrepreneurial, owner managed businesses, covering both domestic and cross Africa border work.

We are looking for a Senior Associate to join our growing team to work on high-profile clients experiencing stress / distress to their business model and who require turnaround or transformation with a financial or operational restructuring lens, spanning a broad range of industry sectors. You'll provide analysis and business assessment support to the team for restructuring and/or turnaround projects.

Typically, you will work with our clients information to help our teams identify and implement rapid, tactical and sustainable financial and operational restructuring measures, for example you will be part of the team advising on:

In addition to these services you'll be expected to:

You will also be expected to take an active part in our team and practice development and will typically:

Skill sets required:

To be successful in this role, financial analysis skills and a curious commercial business mindset are critical. You will be able to demonstrate a high level of agility in a demanding environment and be able to effectively communicate with a broad range of stakeholders. Project management skills are considered fundamental together with critical thinking and a motivated and commercially astute approach to business restructuring needs.

Candidates will display the following competencies:

• Experience with data analysis;
• Experience with data analytics tools e.g. Power BI, Alteryx;
• Experience of operational or financial improvement from a management consultancy, corporate finance advisory firm or as an 'internal consultant' in a corporate;
• Operations experience, across sectors: engineering, financial services, retail, industrial, consumer, high tech, utilities, logistics, telecoms and energy;
• Competent with spreadsheets, financial and operational analysis.
• Financial restructuring and exit strategies,
• Financing and debt advisory related services,
• Turnaround strategy,
• Independent business reviews,
• Strategic options analysis,
• Contingency planning reviews,
• Short-term cash flow reviews and forecasting, helping clients see and control their cash positions
• Cash levers to smooth cash flow/conserve cash
• Cost out and EBITDA optimisation initiatives
• Working capital improvement plans;
• Restructuring Office services - helping client management develop and implement turnaround programs
• Take on a "hands-on" role to manage stakeholders and inspire change
• Provide robust data analysis and baselining support for change programmes
• Interface directly with client teams to collect, analyse and develop insights into their business
• Prepare presentations and/or reports to key stakeholders (e.g. Board, Private Equity investor, lenders, etc.)
• Work alongside other PwC teams, including specialist lines of service and sector experts.
• Support with one or two areas of internal team management
• Work with team members in areas of business development and origination efforts
• Supporting the needs of the go-to-market strategy
• Possesses a high degree of self-motivation and energy, agility and the ability to drive for high quality, meeting of deadlines and track record of setting and achieving goals;
• Good interpersonal and client relationship skills and the ability to relate to people at all levels of an organisation;
• A highly motivated, confident individual with presence;
• A proactive and dynamic team player;
• Problem solving capabilities / skills with the ability to think strategically, innovatively and "out the box";
• Ability to demonstrate a high level of agility in a demanding environment;
• An interest in and knowledge of the financial markets and the significant turnaround opportunity across SMA and Africa;
• A desire to build on commercial and industry knowledge;
• A desire and motivation to build interest in and knowledge for proactive origination and account targeting;
• Financial analysis and/or modelling skills;
• Negotiation skills;
• Conflict management skills;
• Excellent verbal and written communication skills are essential, including the ability to input into storyboarding solutions for clients including on projects and proposals - be able to contribute to succinct, well-structured reports and client communications;
• Highly rated with good academic credentials; and

Proven ability to multitask and ensure effective delivery of the priorities to meet targets and objectives and who works effectively under pressure.

Travel Requirements

Up to 20%

Available for Work Visa Sponsorship?

No

Job Posting End Date

September 28, 2025

Goodwork is recruiting for a Canadian-based financial services holding company.

What makes this opportunity interesting?

• Canadian company disrupting the broken incentives in traditional financial planning
• Ground floor opportunity in a new business vertical with established parent companies
• Pure advisory role - no sales quotas, no commission pressure, just helping clients succeed

We're a Canadian financial services holding company operating three complementary businesses: a real estate wealth-building platform, Canada's leading real estate tax education and advisory firm, and our newest venture in comprehensive financial planning. Our mission: honest, comprehensive financial planning that puts clients first.

We're launching our financial planning division because our tax clients keep asking for these services, but most financial planners we've encountered charge thousands for basic plans while pushing high-commission products. We wanted to create something different - planning that focuses on what clients actually need, not what pays us the most commission.

Our customers are successful entrepreneurs and high-net-worth individuals across Canada, typically under $3 million in assets who need solid financial systems. We work with people who want straight talk, not sales pitches, and understand that good financial planning goes way beyond just buying mutual funds.

Since 2016, we've served 350+ clients and produced 300+ podcast episodes. Our financial planning division is new, but it's built on proven business foundations and a simple philosophy:
take care of customers and everything else follows
.

OUR COMPANY VALUES
guide our team and shape our culture:

• Growth Mindset:
  Embrace improvement, continuously learn and seek best practices
• Customer First:
  Go above and beyond for those we serve with exceptional care
• Take Ownership:
  Act with integrity, take responsibility, and do the right thing
• Work Hard, Play Hard:
  Pursue excellence with passion while maintaining balance
• Make Impact:
  Leave things better than we found them and create lasting value

We're a hybrid organization with 16-22 teammates across our businesses, including a full accounting firm with 12+ CPAs, marketing team, and operational support. We're headquartered in the Greater Toronto Area with team members in Ottawa, Calgary, Bangladesh, Pakistan, India, Philippines and Nigeria. You'll be our first dedicated financial planning hire within the holding company structure.

Our culture emphasizes "getting sh*t done" while maintaining work-life balance. We host regular team events from pickleball games to community service activities, building strong relationships even with our remote team members.

About the Role

We're looking for a
remote Certified Financial Planner
to prepare comprehensive financial, estate, and insurance plans for Canadian clients as we launch this new business vertical within our established holding company.

In this role, you'll conduct video calls with clients to understand their situations, identify gaps, and create detailed recommendations. You'll collaborate with our
Founder
(who also leads our real estate advisory business) on initial consultations, work with our 12+ CPA team on tax optimization, and ensure all plans are reviewed by Canadian-licensed advisors for compliance.

This ground floor opportunity suits a CFP who's frustrated with traditional financial planning's broken incentives and wants to focus purely on client outcomes. You'll have fixed compensation, work with engaged clients, and help them achieve comfortable retirements while properly managing risk - without any pressure to sell high-commission products.

Our IDEAL CANDIDATE
brings 5+ years of experience in financial planning with estate and insurance exposure, plus experience advising on real estate investments or working with clients who hold significant property assets. You have the technical skills and software proficiency, but more importantly, you're someone who believes financial planning should be about education, not sales. You're tired of commission conflicts and want to work somewhere that prioritizes what clients actually need. You're personable enough to blend seamlessly with Canadian clients, can explain complex concepts through stories, and are excited about building something meaningful where client care truly comes first.

Your performance will be measured by client satisfaction scores, speed of deliverable turnaround, thoroughness and quality of recommendations, and how quickly you master Canadian financial systems and products.

You'll collaborate with our sister accounting firms and Canadian-licensed advisors. This position reports directly to the
Founder
.

• Client Onboarding:
  Conducting video calls with our
  Founder
  from paid consultations; gathering financial documents and following up for missing information; identifying planning gaps; inputting data into planning software; booking follow-up meetings
• Comprehensive Planning:
  Preparing retirement projections, estate flowcharts, and insurance analysis (life, disability, critical illness, long-term care); developing debt reduction and asset protection strategies; creating investment allocation models, insurance coverage frameworks, and education funding plans; running scenario testing; collaborating with 12+ CPA team on tax optimization; analyzing real estate holdings and investment opportunities; integrating property assets into overall wealth strategies; mastering Canadian instruments (RRSPs, TFSAs, CPP, EI, OHIP) - training and templates provided
• Client Education & Delivery:
  Presenting plans via video; providing educational explanations without sales pressure; conducting annual reviews and plan updates; drafting summaries for licensed advisor review
• Systems & Compliance:
  Working via Microsoft 365 tools (Teams, SharePoint, OneDrive); ensuring PIPEDA compliance and data security; adapting international planning principles to Canadian context using our templates and training materials
• Business Development Support:
  Suggesting process improvements and new services; creating SOPs and documentation; evaluating planning software; helping establish business systems for new processes

Skills & Qualifications

• 5+ years of prior experience in roles like
  Certified Financial Planner, Financial Planning Associate, Wealth Planning Analyst, Financial Planning Consultant
  , or similar comprehensive financial planning roles.
• Current CFP certification recognized by the Financial Planning Standards Board (FPSB) in your country
• Experience in personal financial planning with exposure to estate and insurance planning concepts
• Strong proficiency in financial planning software (MoneyGuidePro, NaviPlan, Snap Projections, or similar)
• Exceptional attention to detail and analytical ability
• Excellent written English and ability to produce professional, client-ready documents
• Customer-facing polish for video communications with high-net-worth clients
• Strong storytelling ability and educational communication skills to address client concerns through examples rather than sales pressure
• Desire to expand knowledge across financial planning, insurance, and investment instruments

Bonus if you also have:

• Familiarity with Commonwealth, American, or European financial systems
• Understanding of ethical financial planning focused on client needs rather than product commissions
• Knowledge of influence principles (bonus if you've read "
  Influence
  " by Robert Cialdini)
• Experience working with entrepreneurs and high-net-worth individuals
• Understanding of Canadian privacy law (PIPEDA)
• Familiarity with our tools: Microsoft Teams and SharePoint, MoneyGuidePro/NaviPlan/Snap Projections, Microsoft 365 suite, secure encrypted communications

Position Details

• Working Hours:
  4 hours required overlap between 8AM-12PM ET; remaining hours asynchronous based on your time zone; occasional evening and weekend availability required for client calls with Canadian clients who cannot meet during standard business hours
• Employment Type:
  Full-time (40 hours/week), Exclusivity Preferred
• Education:
  Bachelor's in Finance, MBA preferred, but CFP certification is the essential requirement
• Level:
  Upper-Intermediate (5 years), Senior (6+)
• Compensation:

~CAD $,510 – $2 980 (ZAR 32K–38K) per month, based on experience. Structured as a
Consultant Agreement

(independent contractor), meaning you'll be responsible for your own taxes, benefits, and insurance.

Benefits of working with us:

• Work directly with forward-thinking entrepreneurs across three businesses
• Work from the comfort of your home
• Collaborate with incredibly talented teammates
• Work-life balance: 8 hours a day, 5 days a week
• Above-market compensation
• Remote-first company culture
• Lots of learning & growth opportunities
• Gain valuable insights into wealth building strategies
• Regular gestures of appreciation for our staff
• Join a global team that values diverse perspectives
• Ground floor opportunity in a new business vertical
• Work with clients who actually want comprehensive planning
• Fixed compensation - no sales pressure or commission conflicts

Not sure you meet all the requirements? Apply anyway We value diverse experiences and hire for potential.

If you don't hear back within 4 weeks, assume you weren't selected, but Goodwork may still reach out about other remote roles.

—

Additional keywords:
remote financial planner jobs, certified financial planner remote, CFP remote positions, financial planning consultant remote, international financial planner, offshore financial planning jobs, Canadian financial planning remote, estate insurance planning jobs, comprehensive financial planning careers, ethical financial planning jobs, no sales financial planner, client-first financial advisor, financial planning startup jobs, remote wealth planning analyst, international CFP opportunities

Experienced Financial Planner? Find your home for the next chapter.

The Hero (you):
 A proven, advice-led financial adviser (CFP preferred) with 
R100m+ AUM
 and 
3+ years'
 experience who cares about holistic planning—not product pushing.

The Problem:
 Your pipeline is unpredictable. You want growth, assets, and a clear succession path—without jumping into an empty swimming pool.

The Guide (us):
 
NMG Financial Planning (NMG Benefits).
 We've grown ~
60% YoY
 for three years by serving clients 
approaching retirement
. We've built repeatable retiree lead engines and partner with 
HR departments
 to open corporate networks.

Reality (capacity):
 Our biggest problem isn't that we want salespeople—
it's that we have more qualified retiree leads than our current adviser base can service, nationwide
. We need proven, advice-led planners to help us meet client demand across South Africa.

The Plan (3 steps):

1. Confidential intro
    with me
2. Supported transition
    + 
   warm retiree leads
    from day one
3. Build assets:
    a 
   very competitive, lucrative commission arrangement
   , 
   book purchases
   , and 
   structured succession

Proof (not theory):
 I can 
refer you to multiple advisers on our team
—real people, real numbers—so you can hear first-hand how the 
lead flow
 and 
growth
 work. This isn't wishful thinking.

Success (what winning looks like):
 Advisers commonly add 
~R50m–R80m AUM p.a.
 (illustrative). Recent examples: 
R100m → R150m
 in 12 months; 
R400m → R500m
 in 12 months. 
(Past performance isn't a guarantee.)

Keep in mind:
 It's 
not just the split
—it's the 
speed and scale
 at which you can 
grow your book
 here. We help you 
build your business
, create 
operational efficiencies
, and provide 
hands-on mentorship
 so you compound faster.

Avoid Failure:
 Stop waiting for cold referrals or product-led pressure.

Identity Shift:
 Become the trusted 
retirement guide
 with a growing book and a real exit path.

Must-haves:
 3+ years' experience, 
R100m+ AUM
, holistic advice ethos, strong investments, clean compliance.

Call to Action:
email 

 (confidential).

Are you ready and eager to take the next step in your career by joining a dynamic Wealth Management team as the Wealth Manager dealing with ultra-high net worth clients?

Is this you?

You’re a tenacious and sales-driven individual with a passion for providing holistic financial planning to high-net-worth clients and you’re committed to delivering exceptional service and driving business growth.

What you’ll be doing (and why you’ll enjoy it)

As a Wealth Manager, you will play a pivotal role in presenting ideal solutions to clients, acquiring new business, and increasing AUM as per targets. You will have the opportunity to network, grow a current client base, obtain referrals, and conduct presentations to introduce prospective clients to the services offered by the business. By providing comprehensive wealth management feedback and building meaningful relationships with clients, you will contribute to cross-selling opportunities and the overall growth of the business. You will enjoy the challenge of meeting and exceeding targets while delivering exceptional service to clients and working collaboratively with the Wealth Management team.

Where you’ll be doing it

You will be joining our client, who is a leading Wealth Management firm with a strong reputation for delivering personalized financial solutions to high-net-worth individuals and families. You’ll be office based in stunning corporate offices in Claremont.

What you’ll need

To excel in this role, you will have proven and relevant experience of at least 5 years in giving advice and holistic financial planning to high-net-worth clients. A CFP designation is essential, along with strong sales ability, interpersonal skills, and a commitment to delivering exceptional client service. You will possess excellent organizational ability, attention to detail, and the flexibility to adapt to changing business needs.

What you’ll get

In return for your hard work and dedication, you will receive a competitive salary, potential to earn uncapped commission, along with the opportunity to work with a team of industry experts and make a meaningful impact in the wealth management industry. Our client offers excellent career development opportunities and a supportive work environment where your contributions will be valued and recognized.

Overview

Reference: 10248 CM
Consultant: Christa Mostert

• Assist and support Wealth Adviser by dealing with client queries telephonically or by written correspondence as required.
• Manage incoming calls and ensure that all calls are attended to in an efficient and timely manner.
• Work closely with Wealth Adviser.
• Provide ongoing feedback to clients.
• Preparing and implementing investment proposals.
• Processing of new business applications (capturing and quality checking).
• Follow up on applications and instructions.
• Assist clients with completing forms, check forms for correctness, updating of client information, obtain all FICA related information from client.
• Ensure all electronic documents are loaded on the internal system.
• Responsible for client’s portfolio switches, rebalances, withdrawals, investment allocation, local and offshore share portfolios.
• Prepare cash flow analysis and retirement planning calculations.
• Dealing with script transfers, personal share portfolios and load fees on IRESS system.
• We welcome innovative and creative thinking.

• Post graduate diploma in Financial Planning or BCom qualification
• At least 3 years relevant work experience in Financial Services industry
• RE5 qualification will be a requirement
• Proficient in both spoken and written English and Afrikaans
• Computer literacy (MS Office)

• Email your comprehensive CV to
• If you are already registered, please forward your CV and the relevant reference number to the consultant with whom you are currently registered in order to avoid duplicity on our system.
• We reserve the right to only conduct interviews with candidates of choice.
• Applicants who have not received feedback within 30 days from the closing date must please accept their application as unsuccessful.

• Lead regional budgeting, forecasting, and financial planning, ensuring alignment with corporate goals.
• Deliver strategic insights through advanced reporting, analytics, and financial modelling.
• Drive performance management frameworks and KPIs across multiple sites.
• Oversee and influence operational spend , driving cost optimization and efficiency.
• Provide financial feasibility, ROI, and scenario analysis for strategic investments and projects.
• Partner with senior leadership to embed financial strategy across the value chain.
• Champion process improvement, automation, and systems optimisation (SAP, HFM, TM1, Power BI).
• Benchmark performance against peers and identify opportunities for operational excellence.

• CA(SA) accreditation is essential.
• 10+ years progressive finance leadership (5+ in mining operational finance).
• Strong track record in financial strategy, cost management, and analytics.
• Expertise in SAP, HFM, TM1, Power BI.
• Proven leadership across complex, multi-site environments.

Overview

Are you a CA(SA) with a sharp analytical edge and the confidence to influence at executive level? Join a strategic finance function that’s undergoing transformation where your expertise will directly shape performance across 9 divisions and 19,000 employees in one of South Africa’s largest facilities management groups.

This is a rare chance to take on a senior group-level role focused on performance evaluation, financial reporting, and forward-looking analysis. Sitting within a compact, high-performing group finance team, you’ll play a pivotal role in reshaping financial structures, supporting a major BI and systems implementation, and guiding strategic decisions from a shareholder perspective.

• Consolidate and interpret management accounts across multiple divisions (security, cleaning, catering).
• Lead budgeting, forecasting and strategic financial planning at group level.
• Implement and embed the new BI platform.
• Deliver detailed performance and variance analysis for group executive and board-level discussions.
• Support evaluation of capital investments, restructures and potential acquisitions.
• Produce high-impact, visually powerful reports to guide executive strategy.

• CA(SA) with 10–15 years post-articles experience.
• Proven experience in group FP&A or corporate finance within a complex multi-division business.
• Advanced Excel and strong data fluency; comfortable with BI tools and Sage systems.
• A hands-on operator who enjoys the detail and isn’t afraid to roll up their sleeves.
• High emotional intelligence with the ability to influence, challenge and collaborate at all levels.
• Strong business acumen, particularly around forecasting, restructuring and investment analysis.

• Work alongside top-tier group leaders across finance, risk, procurement, legal and capital management.
• Join a business in strategic transition; your impact will be visible and valued.
• A professional, non-hybrid culture with high expectations and strong peer collaboration.

Ready to Lead with Insight

Apply now and bring your financial insight to the heart of group strategy.

If you don’t hear back from us within 2 weeks of applying, please consider your application unsuccessful. Stay in touch, follow us online, and keep an eye out for future opportunities.

Manager

Internal Audit, Financial Services, Financial Performance, Variance Analysis, Journal Entries, Account Management, ACH, Customer Accounts, General Ledger Accounts, Payroll, Customer Relationships, Financial Statements, Annual Reports

Full Time

years

1

Overview

Are you a CA(SA) with a sharp analytical edge and the confidence to influence at executive level? Join a strategic finance function that’s undergoing transformation, where your expertise will directly shape performance across 9 divisions and 19,000 employees in one of South Africa’s largest facilities management groups.

This is a senior group-level role focused on performance evaluation, financial reporting, and forward-looking analysis. You’ll reshape financial structures, support a major BI and systems implementation, and guide strategic decisions from a shareholder perspective within a compact, high-performing group finance team.

• Consolidate and interpret management accounts across multiple divisions (security, cleaning, catering)
• Lead budgeting, forecasting, and strategic financial planning at group level
• Implement and embed the new BI platform
• Deliver detailed performance and variance analysis for group executive and board-level discussions
• Support evaluation of capital investments, restructures, and potential acquisitions
• Produce high-impact, visually powerful reports to guide executive strategy

• CA(SA) with 10–15 years' post-articles experience
• Proven experience in group FP&A or corporate finance within a complex, multi-division business
• Advanced Excel and strong data fluency — comfortable with BI tools and Sage systems
• A hands-on operator who enjoys the detail and isn’t afraid to roll up their sleeves
• High emotional intelligence with the ability to influence, challenge, and collaborate at all levels
• Strong business acumen around forecasting, restructuring, and investment analysis

• Work alongside top-tier group leaders across finance, risk, procurement, legal, and capital management
• Join a business in strategic transition — your impact will be visible and valued
• A professional, non-hybrid culture with high expectations and strong peer collaboration

Apply now and bring your financial insight to the heart of group strategy.

If you don’t hear back from us within 2 weeks of applying, please consider your application unsuccessful. Stay in touch — follow us online and keep an eye out for future opportunities.