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URGENT APPOINTMENT

Finance Specialist (Permanent Position)

3sixty Life – Johannesburg, Gauteng

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Are you passionate about making a difference in the insurance industry? Do you have financial skills and experience to contribute to a leading company within the financial services sector.

Location:

The role is office-based Rosebank, Johannesburg.

Salary

Gross monthly salary of
R25 000 – R30 000
depending on skills and experience.

Work hours

08:00am till 4:30pm.

Details of Finance Specialist Role

3Sixty Life Limited wishes to appoint a Finance Specialist. This is a permanent position that will report to the Head of Finance (Curator Finance Lead) and Finance Manager. This role is responsible for finance record-keeping and reporting on the performance and financial position of 3Sixty Life Limited.

The Finance Specialist plays a critical role in supporting the overall financial function of the organization. This role is responsible for executing a broad range of accounting and financial functions, ensuring accurate financial reporting, and assisting with compliance with relevant regulations and standards. The Finance Specialist provides key support to the Finance Manager in the preparation of month-end reporting, financial statements, budgeting, reconciliations, and audit readiness. The role also serves as a key liaison between the finance department and internal teams, external auditors, and other stakeholders, ensuring that financial information is timely, accurate, and well-communicated.

Requirements for the Role

• Bachelor of Commerce in Finance/Accounting.
• Knowledge of regulatory and compliance requirements within the insurance sector desirable.
• 3 years' experience in a finance or accounting management role in the financial services sector.
• Demonstrates high levels of honesty and integrity.
• Demonstrates a strong ethical orientation and understanding of the application of ethical business practices.
• Experience with financial audits and liaising with external auditors is advantageous.
• Proficiency in accounting software like Xero, Caseware among others
• Proficiency in Microsoft Excel tools usage, such as VLookup, Pivot tables among others.
• Strong understanding of accounting principles, financial reporting, and internal controls.

Key Responsibilities

Reporting to work and working closely with the Finance Manager and/or Curator Finance Lead, responsible for finance record-keeping, assisting with reporting on the performance and financial position for 3Sixty Life, and ensuring deadlines (internal and external) are met. The responsibilities will include but not be limited to:

• Maintain the general ledger and process journal entries.
• Assist in preparing of the monthly management accounts, including the updating of liabilities and provisions from signed-off actuarial reports.
• Post monthly accruals and journal entries in a consistent and timely basis.
• Perform all month-end reconciliations including (but not limited) to premiums, claims, banks, investment reconciliations and balance sheet reconciliations.
• Reconcile the control/suspense accounts related to commission to identify and resolve any discrepancies or open items and regularly clear the suspense account.
• On an annual basis, assist with the preparation of the annual financial statements for the business on the IFRS (IFRS17 & IFRS9) basis.
• Assist with the external audit. Including (but not limited to) download audit support documents and putting together the fieldwork packs and reconciliations for the auditor.
• Assisting internal auditors regarding the assigned scope of work.
• Managing accounting projects, developing project plans, and monitoring project performance.
• Ensure 100% data integrity of financial information captured in the financial records of the company.
• Support the budgeting and forecasting process through the collection, analysis, and consolidation of financial data.
• Creating, reviewing and/or approving payment batches.
• Assist with the analysis of the monthly working capital and cashflow requirements.
• Assist with updating, implementing, and maintaining accounting/financial procedures within the organization to ensure a good governance framework.
• Support ad hoc financial projects and process improvement initiatives as delegated by the Finance Manager and / or Curator.

Important Note:

An RE5 Certificate will be advantageous for all positions but is not a requirement.

Application Deadline:
 10 October 2025

Job Type:
Permanent position; Full-time; Office-based.

Role Description

This is a part-time on-site role for a Finance Specialist located in Germiston. The Finance Specialist will be responsible for analyzing financial data, preparing financial statements, and managing accounting records. Additionally, the Finance Specialist will ensure compliance with financial regulations and provide insights to support decision-making processes.

Qualifications

• Strong Analytical Skills and Finance knowledge
• Experience in preparing and managing Financial Statements
• Proficiency in Accounting principles and practices
• Excellent Communication skills
• Detail-oriented with strong organizational skills
• Ability to work independently and collaborate within a team
• Relevant degree in Finance, Accounting, or related field

6-month Maternity Cover contract

January June 2026

(Potential to go permanent)

MUST BE CA(SA) QUALIFIED

Introduction

A leading global investment management firm is seeking a
Finance Specialist
for a six-month contract based in
Cape Town
(1st prize), alternatively, in Johannesburg.

This is an exceptional opportunity to join a pioneering organisation renowned for its precision-engineered portfolios and award-winning technology solutions. As Project Manager, you will play a pivotal role in
supporting the Joint COO
by overseeing the
delivery of strategic projects
across multiple jurisdictions, ensuring operational excellence and seamless collaboration between diverse teams.

Key qualifications and experience for the Finance Specialist

• CA(SA)
• non negotiable
• 0-2 years'
  post qualification experience
• Asset management
  industry experience - NB
• Available to
  start January 2026
• Highly
  analytical

Key duties for the Finance Specialist

• Global project management:
  Manage multiple concurrent projects that support the organisation's global strategic objectives
• Support partner group teams by implementing processes and providing information that enhances their ability to convert prospects into partners.
• Solution File oversight:
  Oversee the maintenance and accuracy of the core Solution File underpinning proprietary software, ensuring all changes are completed efficiently and correctly.
• Develop an in-depth understanding of proprietary software operations to effectively supervise related operational processes and maintain system integrity.
• AUM oversight:
  Monitor daily and weekly provision of Assets Under Management (AUM) data to ensure smooth business operations and accurate reflection of organisational changes.
• Assess management information requirements across the business and evaluate whether operational processes are designed to meet these needs effectively.
• Operational oversight:
  Ensure all operational processes run smoothly, meeting user expectations and supporting business efficiency.
• Team Leadership:
  Mentor junior investment professionals, fostering a collaborative team environment that supports learning and high performance.
• Work closely with
  departments such as asset management
  , technology, product office, and partner groups to ensure operational requirements are met efficiently.
• Contribute actively to the development of
  global strategic initiatives
  by providing insights and support across various business functions.

Key skills

• Exceptional
  analytical and quantitative abilities
  that enable you to interpret complex data sets and inform sound decision-making within project environments.
• Proven experience working both
  independently
  and
  collaboratively
• Strategic thinking
  capabilities paired with meticulous
  attention to detail
  when managing multifaceted projects or operational tasks.
• Excellent
  communication and presentation skills
  that allow you to convey intricate concepts clearly to diverse audiences across the organisation.
• Strong
  interpersonal skills
  that facilitate effective collaboration with colleagues from various departments including technology, asset management, product development, and partner groups.
• High
  ethical standards
  coupled with
  integrity
  in all professional interactions and decision-making processes.
• Demonstrated
  problem-solving abilities
  that enable you to address challenges proactively while maintaining focus on project objectives.
• Ability to manage competing priorities efficiently under
  tight deadlines
  without compromising quality or stakeholder satisfaction.
• Willingness to become an expert on the
  company's investment proposition
  through close engagement with multiple internal teams.

**Please note that this is a fully
office-based
role. This is an excellent opportunity to gain entry into a reputable global asset management firm.**

What's next:

If you are ready to take on an exciting challenge where your expertise can make a real impact within a globally respected investment firm - apply today by clicking on the link provided

Job Summary:

We are seeking a detail-oriented and motivated individual to join our finance team as a Finance Manager. The ideal candidate should have a strong background in finance, possess excellent organizational skills, and be proficient in using financial software such as QuickBooks. The Finance Specialist will be responsible for various finance-related tasks, including basic accounting, financial reporting, and supporting day-to-day financial operations.

Responsibilities:

• Financial Governance:

  • Develop and maintain financial policies, procedures, and controls to ensure the accuracy and integrity of financial information.

  • Prepare and present monthly, quarterly, and annual financial statements, including profit and loss statements, balance sheets, and cash flow statements.

  • Monitor and analyze financial performance, identifying trends, variances, and areas for improvement.

• Planning and Analysis:

  • Manage the budgeting and forecasting process, working closely with department heads to ensure accurate and realistic financial plans.

  • Provide financial analysis and insights to support strategic decision-making and business planning.

• Operational Finance:

  • Oversee accounts payable and receivable, ensuring timely and accurate processing of invoices and payments.

  • Ensure accurate and timely processing of salary payments and related payroll functions.

  • Manage cash flow and working capital to optimize liquidity and financial stability.

  • Implement and maintain financial software systems and tools to streamline processes and improve efficiency.

• Compliance and Taxation:

  • Coordinate with external auditors and tax advisors to ensure compliance with regulatory requirements, including international and Dutch tax laws.

• Investment and Fundraising:

  • Develop and execute investment strategies to support long-term financial growth and sustainability.

  • Identify fundraising opportunities and build relationships with investors, venture capitalists, and financial institutions.

  • Prepare and present financial models, investor pitch decks, and due diligence materials.

  • Lead fundraising efforts including equity, debt, or grant financing as appropriate to the company's growth stage.

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
Deliver Commercial Asset Finance (CAF) solutions to a defined client portfolio, ensuring service excellence, revenue growth, and client expansion. Drive total client revenue, sustainable portfolio growth, and business product sales while fostering strategic customer relationships within a specific geographical area.

Job Description
Accountability: Relationship, Sales and Service

• Main point of contact for CAF clients; develop, manage and retain a portfolio of clients by building strong and sustainable relationships.
• Target prospective clients and acquire new business in line with the Absa value proposition.
• Review and negotiate new pricing with clients, in accordance with Absa's pricing policy & endeavor to maximize returns.
• Actively manage portfolio balance sheet & income statement for CAF, to deliver on production targets.
• Drive growth by improving cross-sell ratio, onboarding new clients and increasing market share.
• Maintain overall accountability for operational and service-related matters, leveraging internal support networks.
• Adopt a solution-oriented approach to meet client needs based on an in-depth understanding of client businesses, utlilising knowledge of commercial banking products (transactional and credit) and drawing on the expertise of various product and sector specialists to provide an offering that is both competitive and relevant.

Accountability: Risk Assessment

• Manage portfolio of clients, from a business and risk perspective, to ensure that the Bank's risk is maintained within acceptable levels.
• Analyze and balance credit risk with client capabilities, assessing available security and cash flow, whilst ensuring the Bank continues to grow the revenue lines.
• Co-manage high-risk customer accounts in conjunction with credit risk teams, conducting regular reviews based on current and available information, and facilitating communication between clients and the Bank.
• Ensure transparency and open dialogue between credit and clients by clearly articulating the clients' requirements and giving feedback on the Bank's position regarding these requirements.
• Remain abreast of current developments, trends and risks in the various industries/sectors to ensure adequate client service and to support potential risks and or opportunities.
• Assist with the development of value-adding lending solutions and structures that are both practical and appropriate for clients; providing inputs to Credit based on client specific information and firsthand industry knowledge.
• Drive the credit review process by obtaining up to date financial information and timeous submission of applications.
• Promote adherence to the Bank's policies and procedures, implement corporate governance and compliance processes and ensure ongoing promotion and maintenance of these policies.
• Take ultimate ownership of the portfolio's risk management by ensuring a good understanding of both the Bank's and the clients regulatory and compliance environments.

Accountability: Client/Customer Service

• Develop tactical strategies for the integration of service excellence culture, building rewarding and long-standing relationships across the portfolios.
• Advice component, in terms of which clients are educated on the various financial products and services available, providing guidance on and how these might meet their needs.
• Define practices which build service delivery excellence according to customer service principles and encourage/mentor others in developing exceptional customer service practices.
• Address client complaints timeously, ensure service concerns are resolved and feedback utilized to improve the overall client experience.
• Maintain client visitation plan, ensuring consistent and proactive contact and marketing across the portfolio.

Accountability: Process

• Analyze and interpret available client information to produce reports that articulate trends, identify discrepancies and document risks.
• Develop tactical strategies to identify practice issues across portfolios and proactively develop solutions to enhance the quality of problem resolution.
• Provide specialist support in the application of robust Customer Relationship Management practices, to deliver a seamless customer experience.
• Manage pipeline and cross selling to existing clients, promoting client retention.
• Drive the development, implementation and maintenance of control systems to identify and mitigate key risks.

Accountability: Learning and Growth

• Create an engaging, enabling, and productive work climate aligned to the employee value proposition.
• Keep abreast of industry developments and develop networks for market intelligence, informed decision making and competitive advantage purposes.
• Agree and implement the personal development plans to address any areas identified for growth.
• Assume mentorship role for direct reports and other junior members of the broader team.

Education
Bachelor's Degree (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

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

Deliver Commercial Asset Finance (CAF) solutions to a defined client portfolio, ensuring service excellence, revenue growth, and client expansion. Drive total client revenue, sustainable portfolio growth, and business product sales while fostering strategic customer relationships within a specific geographical area.

Job Description

Accountability: Relationship, Sales and Service

• Main point of contact for CAF clients; develop, manage and retain a portfolio of clients by building strong and sustainable relationships.
• Target prospective clients and acquire new business in line with the Absa value proposition.
• Review and negotiate new pricing with clients, in accordance with Absa's pricing policy & endeavor to maximize returns.
• Actively manage portfolio balance sheet & income statement for CAF, to deliver on production targets.
• Drive growth by improving cross-sell ratio, onboarding new clients and increasing market share.
• Maintain overall accountability for operational and service-related matters, leveraging internal support networks.
• Adopt a solution-oriented approach to meet client needs based on an in-depth understanding of client businesses, utlilising knowledge of commercial banking products (transactional and credit) and drawing on the expertise of various product and sector specialists to provide an offering that is both competitive and relevant.

Accountability: Risk Assessment

• Manage portfolio of clients, from a business and risk perspective, to ensure that the Bank's risk is maintained within acceptable levels.
• Analyze and balance credit risk with client capabilities, assessing available security and cash flow, whilst ensuring the Bank continues to grow the revenue lines.
• Co-manage high-risk customer accounts in conjunction with credit risk teams, conducting regular reviews based on current and available information, and facilitating communication between clients and the Bank.
• Ensure transparency and open dialogue between credit and clients by clearly articulating the clients' requirements and giving feedback on the Bank's position regarding these requirements.
• Remain abreast of current developments, trends and risks in the various industries/sectors to ensure adequate client service and to support potential risks and or opportunities.
• Assist with the development of value-adding lending solutions and structures that are both practical and appropriate for clients; providing inputs to Credit based on client specific information and firsthand industry knowledge.
• Drive the credit review process by obtaining up to date financial information and timeous submission of applications.
• Promote adherence to the Bank's policies and procedures, implement corporate governance and compliance processes and ensure ongoing promotion and maintenance of these policies.
• Take ultimate ownership of the portfolio's risk management by ensuring a good understanding of both the Bank's and the clients regulatory and compliance environments.

Accountability: Client/Customer Service

• Develop tactical strategies for the integration of service excellence culture, building rewarding and long-standing relationships across the portfolios.
• Advice component, in terms of which clients are educated on the various financial products and services available, providing guidance on and how these might meet their needs.
• Define practices which build service delivery excellence according to customer service principles and encourage/mentor others in developing exceptional customer service practices.
• Address client complaints timeously, ensure service concerns are resolved and feedback utilized to improve the overall client experience.
• Maintain client visitation plan, ensuring consistent and proactive contact and marketing across the portfolio.

Accountability: Process

• Analyze and interpret available client information to produce reports that articulate trends, identify discrepancies and document risks.
• Develop tactical strategies to identify practice issues across portfolios and proactively develop solutions to enhance the quality of problem resolution.
• Provide specialist support in the application of robust Customer Relationship Management practices, to deliver a seamless customer experience.
• Manage pipeline and cross selling to existing clients, promoting client retention.
• Drive the development, implementation and maintenance of control systems to identify and mitigate key risks.

Accountability: Learning and Growth

• Create an engaging, enabling, and productive work climate aligned to the employee value proposition.
• Keep abreast of industry developments and develop networks for market intelligence, informed decision making and competitive advantage purposes.
• Agree and implement the personal development plans to address any areas identified for growth.
• Assume mentorship role for direct reports and other junior members of the broader team.

Education

Bachelor's Degree (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

The Infrastructure Fund (IF) announced by the President in September 2018 addresses the need for a dedicated blended financing facility for infrastructure programme projects. The aim of the IF is to transform public infrastructure financial provisioning using "blended" finance - combining capital from the public and private sectors and Development Finance Institutions (DFIs)/Multilateral Development Banks (MDBs). This will be dedicated to meeting the financing requirements for hybrid projects.

The mandate of the Infrastructure Fund has been captured in a Memorandum of Agreement (MOA) between the National Treasury, Infrastructure South Africa (ISA), and the DBSA entered into on 17 August 2020.

The role of the Infrastructure Finance Specialist is to provide financing and advisory solutions for infrastructure development.

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

Exciting Commercial Asset Finance opportunity based on Welkom. Join the CAF team and use your CAF sales and Business Banking experience to provide specialist advice and support in the implementation/development of operational planning and associated service delivery processes, methods and techniques.

Job Description

Relationship Management: Establish and maintain professional relationships through networking with industry leaders, regulators and policy makers as well as business partners that are key in the development of new ventures

Delivery Business Development: Champion and manage business bulk acquisition strategic plan in line with Absa Business unit strategy

Market Intelligence: Collect market intelligence through research by reading articles, publications, internet, word of mouth and networking on a daily basis to keep abreast of market developments

People Management: Coach, mentor and manage team members toward driving business objectives and ensuring colleague development

Operations & Compliance: Actively keep up to date with all relevant knowledge, legislation and developments within the business unit and banking industry that may have an impact on the Business Advantage.

Education

Bachelors Degree and Professional Qualifications: Business, Commerce and Management Studies (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