Financial Planning Associate

Johannesburg, Gauteng The Recruitment Council

Posted 22 days ago

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Job Description

Are you a highly skilled and experienced Financial Planning Associate looking to join an independent financial planning business that sets the industry standard?

This role is the engine room of our advice process, offering you a unique opportunity to work on complex financial strategies and ensure legal compliance within a highly professional environment.

Responsibilities:

Financial Needs Analysis (FNA): Prepare comprehensive FNAs across Risk, Pre-retirement, and Post-retirement planning.
Portfolio Strategy: Prepare investment proposal documents, review existing client portfolios, and create detailed review files.
Compliance & Administration: Ensure all client files adhere to POPI, FICA, and FAIS legislation requirements. You will also perform quality control on quotations, submissions, and oversee the implementation process.
Client & Advisor Support: Manage client relationships , set up review appointments , and act as the liaison with product providers to follow up on submitted instructions and research new and existing products.

Qualifications and Experience:

A minimum of 5 years in a similar Para-planning role.

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Jnr Analyst Financial Planning

Sandton, Gauteng R350000 - R550000 Y Absa Group

Posted today

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Job Description

Empowering Africa's tomorrow, together…one story at a time.
With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.

Job Summary
The Planning team, a sub-team within Group FP&A, is responsible for overall financial planning across Absa Group (preparation and review of forecasts and short-and medium-term budgets that inform the Integrated Plan). Analysis of competitors, trends, revenues, new products/businesses etc. Preparation of briefing notes for annual results presentations. Ad hoc analysis and research, often related to presentations to Exco and other senior management

This role supports the preparation of these key deliverables and provides analysis and inputs into these processes.

Job Description
Accountability: Assist the team in team executing the following deliverables to Exco and other members of senior management:

  • Project management and analysis of key planning deliverables throughout the year: RAF, STP, Stress Testing and Integrated Planning outputs
  • Competitor analysis
  • Research projects - gathering financial data and creating insightful, decision useful analysis and thought pieces
  • Results presentations at half year and year end
  • Other ad hoc projects and presentations
  • Financial scenario analysis and stress testing
  • Consolidating financial information for senior management
  • Attend meetings to assist executives to understand and complete their tasks to achieve team
  • goals

Accountability: Ad-hoc requirements/submissions

  • Execute ad-hoc queries on a daily basis that are dependent on external and internal requirements and vary considerably throughout the year.
  • Attend various committee meetings in which one will use their understanding of margins, impairment trends or economic understanding to provide a valuable contribution. In some instances the contribution will be on a discussion basis and in others a submission to the committee is required.
  • Perform analysis and make recommendations on Balance sheet optimisation
  • Provide other departments (Efficiency office, office of the CEO, treasury etc) with a range of information (analysis, forecasts, and actual financial data etc) to perform their respective tasks. The information supplied may need to be package in a different format to make it relevant for their respective needs. An understanding of the roll-up structures within the Absa Business and good financial understanding is vital in this instance so as to avoid misrepresenting information.

Accountability: Cluster Relationship Manager (CRM) roles

  • Provide analysis support relating to role to respective cluster through submissions, due dates and planning Interact with and supply guidance to Business units on a daily basis

Perform all other duties as reasonably assigned.

  • Peer responsibility: Engage and develop finance and business savvy leaders.
  • Play to our A-Game culture of culture of inclusivity, diversity, entrepreneurship, and ownership.
  • Network with finance colleagues across Group Finance and create awareness of challenges, opportunities and issues and encourage collaboration
  • Focus on Finance skills evolution and remaining relevant.

Qualifications And Experience

  • B-degree in Accounting/Financial management (NQF level no.6)
  • 3 years Technical experience

Knowledge And Skills

  • Basic Financial Accounting
  • Analytical skills
  • Self-driven and good interpersonal skills
  • Attention to detail
  • Deadline driven
  • Advanced Excel and PowerPoint skills

Preferred

  • Knowledge of financial markets
  • Knowledge of economics

Competencies

  • Deciding and initiating action
  • Learning and researching
  • Entrepreneurial and commercial thinking
  • Relating and networking
  • Adapting and responding to change
  • Persuading and influencing
  • Creating and innovating

Education
Bachelor`s Degrees and Advanced Diplomas: Financial Sciences (Required)

Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.
Absa Bank Limited reserves the right not to make an appointment to the post as advertised

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Financial Planning Support Specialist | Faerie Glen

Johannesburg, Gauteng The Recruitment Council

Posted 6 days ago

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Job Description

Are you an expert Financial Planning Support Specialist ready to leverage your technical mastery to elevate a top-tier financial planning practice?

A leading independent financial services firm is seeking a highly skilled Financial Planning Support Specialist to join their team, reporting directly to the Head of Financial Planning. This role is vital: your mission is to assist and serve our financial planners in such a way that they can spend more time in front of clients, while also mentoring the next generation of technical specialists.

If you are an Expert in financial planning, project management, and administration, and thrive on technical problem-solving, this is your opportunity to become a core strategic resource.

Responsibilities:

  • Technical Excellence: Prepare all client presentations, financial planning data, calculations, and comprehensive financial planning reports. You will apply expert technical knowledge using client relations management (CRM) systems and advanced financial planning software, including Xplan, Xtools, Integrated Wealth Planner, and Asset Map.
  • Workflow Leadership: Assist in the coordination, prioritization, and monitoring of the paraplanning workflow. You will be critical in meeting service standards and deadlines.
  • Mentorship & Coaching: Review the work of less experienced paraplanners and assist in the coaching and mentoring of team members as required. You may also assist with the induction of new team members.
  • Process Improvement: Assist in the development and review of paraplanning policies and procedures, and participate in assigned projects.
  • Client Interface: Communicate directly with relevant Insurance and Investment companies on behalf of financial planners and clients. You may also accompany financial planners to initial and review client meetings as required.


Experience & Qualifications:


  • Education (Preferred): Post Graduate Diploma in Financial Planning (or studying towards) , complemented by a BCom, LLB, or Advanced Certificate in Financial Planning.
  • Regulatory Status (Desirable): Regulatory Examinations (RE5) and the Professional Competency Examination (PCE).

Technical Knowledge:

  • A thorough understanding of compliance issues associated with financial advice and intermediary services.
  • A strong desire to learn and grow, with critical skills in Computer Literacy, IT systems use, Planning, Admin, Project Management, Writing, and Presentation.

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Country Lead: Financial Planning and Analysis

Midrand, Gauteng R1750000 - R2500000 Y Coca-Cola Beverages South Africa (CCBSA)

Posted today

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Job Description

About the Company

Coca-Cola Beverages South Africa (CCBSA) has an exciting opportunity in our Finance department. We are looking for a talented individual with relevant skills and experience as a Country Lead: Financial Planning and Analysis, based in CCBSA Midrand. The successful candidate will report directly to the Financial Director.

About the Role

The Country Lead: FP&A will play a crucial role in overseeing financial planning and analysis for the organization.

Key Outcomes

Drive Compliance and Close-Out of Audit Findings

Ensure full compliance with ERP (MSD) financial protocols and internal control standards by monitoring adherence and facilitating timely closure of all internal and external audit findings (e.g., Deloitte, Internal Audit), meeting deadlines agreed upon with auditors and stakeholders.

Maintain Up-to-Date Finance Governance Documents

Lead the review and drafting of finance policies and procedures, ensuring they are current, accessible on the shared drive, and aligned with internal control frameworks and group finance requirements.

Deliver Accurate and Insightful Financial Reporting

Oversee the timely preparation and delivery of monthly internal financial reports, management packs, budget packs, and board pack inputs—ensuring accuracy, alignment to business performance, and actionable insight for decision-making.

Lead Budgeting and Forecasting Cycles

Coordinate the end-to-end annual budgeting and forecasting processes, including income statement budgeting for assigned cost centers and tactical balance sheet planning, ensuring timely submissions and alignment with strategic financial objectives.

Enhance Financial Planning and Analysis Capability

Improve FP&A processes by refining scorecards, enabling cross-functional performance tracking, delivering meaningful variance analysis, and supporting operational leaders with financial advice and performance commentary.

Ensure Strategic Alignment with CCBA Financial Objectives

Actively engage with CCBA Group finance functions to align country-level reporting, planning, and performance tracking with group-wide FP&A objectives, ensuring country contributions are consistent with strategic targets.

Champion Business Partnering and Decision Support

Deliver a customer-centric finance function that acts as a strategic business partner—constructively challenging assumptions, supporting key initiatives, and enabling informed decision-making through robust analysis and financial insight.

Build Finance Capability and Data Ownership

Support capability development across the finance team through coaching, training, and technical support (e.g., use of Tableau, EDW, and HFM), while owning and overseeing the execution of country-specific tasks across these platforms to ensure data integrity and reporting accuracy.

Qualifications

  • Bachelor's degree in Finance, Accounting, or related field.
  • Professional qualification: CPA (K)/ACCA (A), CIMA.
  • Added advantage: Certified Accreditation (e.g., CA(SA), MBA).

Experience

  • 5–7 years of financial experience, with at least 5 years in management roles.
  • Proven track record in finance leadership roles with responsibility for decision-making and strategic oversight.

Skills

  • Strong analytical and problem-solving skills.
  • Excellent communication and presentation abilities.
  • Proficiency in financial modeling and forecasting.

Preferred Skills

  • Experience in the beverage or FMCG industry.
  • Proficiency with ERP systems, especially MSD, is highly beneficial.

Pay range and compensation package

Competitive salary based on experience and qualifications.

Equal Opportunity Statement

We are committed to diversity and inclusivity in our hiring practices.

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Senior Manager: Financial Resource Management

Sandton, Gauteng R2000000 - R2500000 Y ABSA BANK LIMITED

Posted today

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Job Description

Empowering Africa's tomorrow, together…one story at a time.

With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.

Job Summary

Provide strategic leadership in financial resource management by integrating capital, liquidity, and balance sheet insights into decision-making frameworks. Shape the cluster's return architecture by defining hurdle rates, challenging pricing methodologies, and ensuring strategic alignment with bank-wide capital efficiency goals. Drive optimisation through oversight of profitability, pricing performance, and resource consumption, translating financial strategy into actionable targets. Act as a key advisor to senior stakeholders, ensuring that product-level decisions reflect strategic value, risk appetite, and sustainable return delivery.

Job Description

Strategic Analytics & Resource Optimisation

    • Shape and influence capital and balance sheet strategies to support business growth and financial resilience.
  • Evaluate resource allocation proposals and contribute to enterprise-level prioritisation aligned with return objectives.
  • Use advanced analytics to identify portfolio tilts and strategic investment areas across customer segments and sectors.
  • Assess trade-offs between risk, return, and growth to inform high-impact business decisions.
  • Translate financial insights into actionable recommendations on resource deployment and performance improvement.

Financial management and Business Partnering

    • Collaborate with business unit or function heads to determine their performance reporting needs (both financial and non-financial) and agree on deliverables annually.
  • Guide the setting and translation of performance targets to business units and products.
  • Monitor return delivery and provide insights to optimise portfolio and pricing outcomes.
  • Support robust governance across financial resource decisions, pricing practices, and performance monitoring.
  • Ensure consistent application of frameworks that support disciplined financial management.
  • Provide thought leadership through financial insight and external benchmarking.
  • Partner with senior stakeholders across business, finance, risk and treasury to embed FRM principles into core decision-making.

Strategic Analytics and Resource Optimisation

People Management

    • Develop internal capability by recruiting and developing a capable team to ensure the necessary resources are in place to achieve business strategy and objectives.
  • Implement the people management strategy for the area, in collaboration with the HRBP for the business unit, focusing on talent management, development, resourcing, and retention.
  • Embed formal Performance Development and informal coaching within the team.
  • Motivate the team and implement measures to recognize and reward direct reports.
  • Inspire team members through coaching and mentoring, helping them to perform optimally in alignment with the vision and values, and create a sense of urgency and excitement around the business.

Education and Experience Required

    • Minimum B-degree (NQF level no.7) Desired Post Graduate Degree (NQF level no.8+), CA (SA) or CIMA or MBA or Actuarial Science or Engineering
  • 5+ years professional financial management experience
  • 5+ years Banking Experience at a management level
  • Preferred team lead in Finance Function teams or in professional environments
  • Experience in business transformation contexts related to exponential business growth
  • Experience in commercial innovation environments
  • Broad Finance including strategic, commercial, legal, risk and operational aspects
  • Ability to build, develop & lead professional level teams
  • Understanding of the financial services sector within a professional business environment
  • Knowledge of people change management

Knowledge & Skills:

    • Proficiency in data analysis tools (Excel, SQL, Power BI, or Python)
  • Banking regulation (Expert)
  • Writing & reporting (Advanced)
  • Presentation skills (Advanced)
  • Understanding of systems used (Advanced)
  • Understanding of relevant legislation (Advanced)
  • Understanding of corporate controls and checks (Advanced)
  • Knowledge of business continuity and contingency (Advanced)
  • Computer literacy (Advanced)
  • Excellent organisational skills (Advanced)
  • Excellent communication skills (Advanced)
  • Relationship management and networking (Advanced)
  • Strong performance management and coaching skills (Advanced)
  • Ability to think creatively (Advanced)
  • Ability to react positively under pressure (Advanced)
  • Good understanding of the policies and strategies (Advanced)
  • Understanding of Banking operating structures (Advanced)
  • Change management (Advanced)

Competencies:

    • Entrepreneurial and commercial thinking
  • Deciding and initiating action
  • Adapting and responding to change Planning
  • Learning and researching
  • Analysing
  • Planning and organising
  • Relating and networking, Leading and supervising

Education

Postgraduate Degrees and Professional Qualifications: Financial Sciences (Required)

Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.

Absa Bank Limited reserves the right not to make an appointment to the post as advertised

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Finance Manager

Meyerton, Gauteng R600000 - R1200000 Y Lynca Meats

Posted today

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Job Description

PURPOSE:

Lead the financial function for an FMCG business unit to drive profitable growth, protect cash, ensure robust controls & compliance, and provide commercial partnering that enables data-driven decisions across Sales, Supply Chain and Operations.

REQUIREMENTS:

Minimum

  • COMPULSARY -
    CA(SA) or equivalent (e.g., Chartered Accountant, ACCA)
    OR
    BCom Accounting/Finance with Honours + proven FMCG commercial finance experience.
  • 5 to 10+ years' progressive finance experience with at least 5 years in a senior/managerial finance role in FMCG / fast-moving consumer goods, retail, or consumer-packaged goods.
  • Strong technical knowledge of Financial Reporting Standards, VAT, corporate tax fundamentals and South African statutory filing requirements.
  • Experience with major ERPs (Sage, Syspro) and BI tools.

Technical skills & systems

  • Financial modelling & valuation
  • Advanced Excel (pivot tables, Power Query, VBA optional)
  • ERP systems (Sage, Syspro)
  • Reporting/analytics: Power BI
  • Treasury systems, cash forecasting tools, banking interfaces
  • Understanding of processes and month-end reconciliations

Behavioural competencies (must-have)

  • Commercial acumen — thinks like a business owner; translates financials into commercial actions.
  • Leadership & influencing — credible with senior stakeholders; can challenge and persuade.
  • Analytical rigour — attention to detail with ability to synthesise into top-level insights.
  • Change agent — drives simplification and process improvement.
  • Communication — clear, concise presenter; explains complex finance topics to non-finance stakeholders.
  • Integrity & ethics — strong governance mindset.

KEY RESPONSIBILITIES:

Strategic & Commercial Financial Leadership

  • Act as the finance business partner to various stakeholders and commercial leadership — translate strategy into financial targets, scenario plans and investment cases.
  • Drive pricing, promotional and trade spend analysis to maximise margin and ROI on marketing and trade investments.
  • Own strategic financial modelling for new product launches, channel pilots, pricing changes and capital investments.

Planning, Budgeting & Forecasting

  • Lead annual budgeting and forecasting processes; own assumptions, bottom-up consolidation and sensitivity analysis.
  • Provide monthly variance analysis (actual vs budget/forecast) with actionable insights and forecasts to improve performance.

Management Reporting & Decision Support

  • Deliver timely, accurate management accounts and dashboards tailored for executive, commercial and operational stakeholders.
  • Build and maintain KPIs and driver-based models

Treasury, Working Capital & Tax

  • Manage cashflow forecasting, working capital initiatives (CCC's), banking relationships and short-term funding requirements.
  • Ensure accurate tax provisioning and timely statutory/policy tax filings; coordinate with external tax advisors for VAT, corporate tax, transfer pricing where applicable.

Internal Controls, Compliance & Audit

  • Maintain robust internal controls (financial adherence checklist where applicable), lead internal and external audit processes, and implement corrective action plans.
  • Ensure compliance with financial reporting standards, Companies Act and SARS requirements

Systems & Continuous Improvement

  • Drive ERP optimisation, reporting automation, process improvements and analytics adoption
  • Leading of process standardisation, month-end close optimisation and cost-to-serve improvement initiatives.

Team Leadership & Stakeholder Management

  • Build high performing finance teams through coaching, development plans and succession planning.
  • Present financial performance and strategic options to the Exco / Board when required.

Deliverables & success measures (examples)

  • Monthly management pack delivered within required working days of month-end
  • Forecast accuracy
  • Financial improvements vs prior year and plan
  • Zero material audit findings; timely implementation of remediation actions.
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Finance Manager

Boksburg, Gauteng R900000 - R1200000 Y Rigana UK

Posted today

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Job Description

Well established company in Boksburg is looking for an experienced Finance Manager to lead the finance department, ensuring compliance, financial planning, and accounting for all branches.

Job Description (not limited to):

Develop and manage financial strategies to optimize profitability and efficiency

Manage the day-to-day financial operations

Prepare and produce accurate monthly financial reports

Analyse and interpret financial information

Manage department/ branch budgets and profit centres

Petty cash reconciliation

Management of banking – local and international

Oversee financial year-end audit management

Management of all statutory requirements

Manage External Parties (SARS/ CIPC/ BEE/ FIN Applications)

Stock control and valuation

Asset management

Cost management and pricing

Financial forecasting

Working and reporting on international books

Financial administration

Review, update and implement financial policies and procedures

Training

Lead and manage the finance team

Required Qualifications

BCom/ accounting degree with 8 years' experience

4 years or more experience in a Senior Finance position

Proficient in accounting software

Import/ export experience a must

Excellent communication

Strong leadership & organizational skills and attention to detail.

Strong problem-solving skills

Ability to work well in a pressurized environment

Traceable references

Interested candidates are to apply on Indeed with a cover letter and expected salary.

Job Type: Full-time

Work Location: In person

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Finance Manager

Centurion, Gauteng R180000 - R250000 Y Octogen (Pty) Ltd

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Job Description

Overview of the Role:

To plan, implement, manage, and control all financial activities of the Octogen Group. This includes business planning, budgeting, forecasting, cash flow management, and financial analysis to identify risks, propose corrective actions, and ensure the organisation's financial health and sustainability.

Key Responsibilities:

  • Provide strategic financial leadership, direction, and management to the finance and accounting team.
  • Deliver accurate and timely financial reporting, including monthly management accounts, annual financial statements, and audit preparation.
  • Oversee budgeting, forecasting, and financial planning processes across all business units.
  • Maintain and manage the Fixed Asset Register and ensure effective internal controls.
  • Review and analyse financial data from all divisions, identifying trends, risks, and opportunities.
  • Translate complex financial data into actionable insights for executive decision-making.
  • Provide strategic financial recommendations to the CEO and Executive Management Team.
  • Ensure accurate and compliant payroll administration in coordination with the HR and Payroll functions.
  • Manage financial compliance with relevant laws, regulations, and company policies.
  • Oversee the performance and development of the finance team, fostering a culture of accountability and continuous improvement.
  • Carry out any ad-hoc financial or strategic projects as required.

Key Outcomes / Success Indicators

  • Accurate and timely delivery of monthly and annual financial reports.
  • Budgets and forecasts prepared and monitored in line with business targets.
  • Effective management of cash flow, working capital, and cost controls.
  • Strong internal control and risk management environment maintained.
  • Improved financial insight and reporting to support informed business decisions.

Requirements and Skills

  • Proven experience in a financial management or senior accounting role within the financial services sector.
  • Strong accounting knowledge with the ability to research and resolve complex financial issues.
  • Hands-on experience with General Ledger, month-end processes, accounts payable/receivable, budgeting, and financial reporting.
  • Advanced proficiency in Microsoft Excel and strong data literacy, including dashboards, reports, and analytics.
  • Experience with accounting or ERP systems (e.g., Sage, QuickBooks, or similar).
  • Excellent attention to detail, analytical thinking, and risk management capability.
  • Strong interpersonal and communication skills with the ability to engage stakeholders across all levels.
  • A proactive "can-do" attitude with a focus on accuracy, efficiency, and continuous improvement.
  • Fluent in Afrikaans and English

Qualifications:

  • A B.Com degree (or equivalent qualification) in Accounting, Finance, or a related field is required.

Job Type: Full-time

Application Question(s):

  • Please indicate your expected salary range

Education:

  • Bachelors (Required)

Experience:

  • Finance Management : 5 years (Required)

Language:

  • Fluent in Afrikaans and English (Required)

Work Location: In person

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Finance Manager

Bryanston, Gauteng R900000 - R1200000 Y Ariston

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Company Description

Ariston is a strategy and advisory firm specializing in improving organizational capabilities. Our bespoke solutions simplify business operations and drive growth. We employ a combination of traditional methods and proprietary Ariston-designed approaches to enhance organizational potential and achieve optimal results.

Role Description

This is a full-time on-site role for a Finance Manager located in Bryanston. The Finance Manager will be responsible for managing financial planning, budgeting, reporting and analysis. The Finance Manager will also oversee financial reporting, ensure compliance with financial regulations, and develop and implement financial strategies. Daily tasks will include monitoring financial performance, preparing financial statements, and providing recommendations for financial improvements.

Qualifications

  • Financial Planning, Budgeting, and Financial Analysis skills
  • Experience with Financial Reporting and Compliance
  • Knowledge of Financial Strategies and Implementation
  • Strong Analytical and Problem-Solving skills
  • Excellent Communication and Interpersonal skills
  • Ability to work independently and lead a team
  • Bachelor's degree in Finance, Accounting, or related field
  • SAIPA, SAICA, CIMA registration and completed articles.
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Finance Manager

Bryanston, Gauteng R360000 - R500000 Y M4PS

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Job Description

Role Description

This is a full-time on-site role for a Finance Manager located in Bryanston. The Finance Manager will be responsible for managing financial planning, budgeting, reporting and analysis. The Finance Manager will also oversee financial reporting, ensure compliance with financial regulations, and develop and implement financial strategies. Daily tasks will include monitoring financial performance, preparing financial statements, and providing recommendations for financial improvements.

Qualifications

  • Financial Planning, Budgeting, and Financial Analysis skills
  • Experience with Financial Reporting and Compliance
  • Knowledge of Financial Strategies and Implementation
  • Strong Analytical and Problem-Solving skills
  • Excellent Communication and Interpersonal skills
  • Ability to work independently and lead a team
  • Bachelor's degree in Finance, Accounting, or related field
  • SAIPA, SAICA, CIMA registration and completed articles.
  • Exceptional spoken and written business English

Please note only shortlisted candidates shall be contacted.

Job Types: Full-time, Permanent

Pay: R360 000,00 - R500 000,00 per year

Education:

  • Bachelors (Preferred)

Experience:

  • Accounting: 4 years (Preferred)
  • Financial Management : 2 years (Preferred)
  • Management : 2 years (Preferred)

Language:

  • Business English (Preferred)

License/Certification:

  • SAICA, SAIPA or CIMA registration (Preferred)

Location:

  • Bryanston, Gauteng (Preferred)

Work Location: In person

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