158 Financial Specialist jobs in South Africa

Senior Legal Specialist (Financial Planning)

Bellville, Western Cape Yazoo Recruitment

Posted 19 days ago

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Job Description

Senior Legal Specialist (Financial Planning) – Tyger Valley, Bellville.

Senior Legal Specialist within the Financial Planning and Wealth industry with an LLB, Postgraduate Diploma Financial Planning and preferably CFP, with minimum 10 years’ experience in the Financial Services Industry, required to participate in the enhancement of the advice process and digital financial advice tool utilising financial planning experience.

Minimum Requirements:

  • Bachelor of Law (LLB) essential
  • Postgraduate Diploma Financial Planning advantageous
  • CFP (advantageous)
  • Minimum 10 years’ relevant experience in the financial services industry required
  • Ability to handle confrontational discussions
  • Solutions orientation
  • Excellent verbal and written communication skills
  • Strong interpersonal and relationship building skills
  • Presentation skills (design and present in front of audience)

Duties and Responsibilities:

  • Deal with daily tactical and legal matters
  • Implement regulatory change required in Distribution
  • Ensure proactive technical support to advisers is running efficiently
  • Continuous interaction with marketing, distribution and other divisional teams
  • Undertake strategic research and provide strategic proposals, on topics as requested by and agreed with Distribution Exco as the subject matter expert (SME) on technical financial advisory matters (e.g., EB, s42, HNW product offering etc.)
  • Process owner (non-digital) of Wealth Advice Process – define and document requirements based on business needs for digital advice project
  • As SME, support the digital advice team with practical suggestions and logical rules to guide and monitor advice to clients
  • Provide technical support to advisers, TAS colleagues, other Distribution teams (including Marketing) on proactive and reactive basis
  • Technical support to advisers/colleagues/regional distribution teams on advice process system related queries/issues
  • Regularly engage with the Public Policy and Regulatory Affairs (PPARA) team to understand the impact of regulatory changes identified by PPARA on Distribution and determine, assess and furnish proposals on how such impact can be managed and mitigated within the Distribution network with the support of standardised processes, standardised documents and systems
  • Represent TAS on distribution/advice and technical matters both within TAS and non-TAS related committees / forums
  • Define and lead the fiduciary process, chair the Fiduciary Technical committee and provide fiduciary support into the distribution activities of Distribution Wealth Review and improve Fiduciary processes, policies, local & offshore provider services and IT support systems
  • Responsible for CPD accredited training
  • Effective management of direct reporting staff

If you are a South African citizen & your CV meets the above criteria, please send your CV.

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Senior legal specialist (financial planning)

Bellville, Western Cape Yazoo Recruitment

Posted today

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Job Description

permanent
Senior Legal Specialist (Financial Planning) – Tyger Valley, Bellville. Senior Legal Specialist within the Financial Planning and Wealth industry with an LLB, Postgraduate Diploma Financial Planning and preferably CFP, with minimum 10 years’ experience in the Financial Services Industry, required to participate in the enhancement of the advice process and digital financial advice tool utilising financial planning experience. Minimum Requirements: Bachelor of Law (LLB) essential Postgraduate Diploma Financial Planning advantageous CFP (advantageous) Minimum 10 years’ relevant experience in the financial services industry required Ability to handle confrontational discussions Solutions orientation Excellent verbal and written communication skills Strong interpersonal and relationship building skills Presentation skills (design and present in front of audience) Duties and Responsibilities: Deal with daily tactical and legal matters Implement regulatory change required in Distribution Ensure proactive technical support to advisers is running efficiently Continuous interaction with marketing, distribution and other divisional teams Undertake strategic research and provide strategic proposals, on topics as requested by and agreed with Distribution Exco as the subject matter expert (SME) on technical financial advisory matters (e.g., EB, s42, HNW product offering etc.) Process owner (non-digital) of Wealth Advice Process – define and document requirements based on business needs for digital advice project As SME, support the digital advice team with practical suggestions and logical rules to guide and monitor advice to clients Provide technical support to advisers, TAS colleagues, other Distribution teams (including Marketing) on proactive and reactive basis Technical support to advisers/colleagues/regional distribution teams on advice process system related queries/issues Regularly engage with the Public Policy and Regulatory Affairs (PPARA) team to understand the impact of regulatory changes identified by PPARA on Distribution and determine, assess and furnish proposals on how such impact can be managed and mitigated within the Distribution network with the support of standardised processes, standardised documents and systems Represent TAS on distribution/advice and technical matters both within TAS and non-TAS related committees / forums Define and lead the fiduciary process, chair the Fiduciary Technical committee and provide fiduciary support into the distribution activities of Distribution Wealth Review and improve Fiduciary processes, policies, local & offshore provider services and IT support systems Responsible for CPD accredited training Effective management of direct reporting staff If you are a South African citizen & your CV meets the above criteria, please send your CV. #J-18808-Ljbffr
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Director, Financial Planning & Analysis

Gauteng, Gauteng ZipRecruiter

Posted 13 days ago

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Job DescriptionJob Description

Reporting to the VP of Financial Planning and Analysis, the Director of Financial Planning & Analysis (Sales & IoTMS) is a strategic, detail-oriented leader dedicated to driving profitability and operational efficiency across the value chain. This role is instrumental in providing financial leadership and actionable insights to key stakeholders, serving as the primary business partner to the Chief Revenue Officer (CRO) and Chief Operating Officer (COO). The Director will play a critical role in enhancing business performance by delivering strategic analysis and recommendations. This includes leading sales forecasting and planning, developing comprehensive P&Ls for Regions, Industries, and Business Units, and driving initiatives that maximize financial impact and operational effectiveness. The role will combine a passion for continuous improvement with a commitment to cross-functional collaboration to deliver results that align with organizational goals.

CORE ACCOUNTABILITIES

Financial

• Lead the strategic development of the Annual Operating Plan (AOP) and quarterly forecasts for the CRO and COO organizations, ensuring revenue and OPEX forecasts align across Commercial, Operations, and Finance teams through detailed Industry and Business Unit P&Ls.

• Drive the creation of quarterly and monthly business reviews, providing deep financial insights to evaluate performance against strategic goals and identify growth and efficiency opportunities within Sales and IoTMS.

• Analyze customer revenue performance, profitability, subscriber churn, and other key metrics to optimize business unit financial performance, including productivity enhancements and service/deployment margin improvements.

• Effectively lead a team of analysts on the end-to-end business partnership, various processes as outlined above, month-end processes, and variance analysis.

Customer

• Partner with the CRO(s), COO, and IoTMS/Operations teams to ensure overall company objectives are met/exceeded.

• Co-lead and collaborate with Sales Operations on global sales forecasting, facilitating ongoing risk and opportunity (R&O) analysis and tracking, supporting closure of opportunities and mitigation of risks, and providing financial headlights.

• Collaborate with FP&A leadership to develop global reporting and presentations, creating valuable reporting content for senior leadership on deployment labor analysis, inventory management, and more.

Enhance transparency and understanding of financial reports for internal customers by providing training and resources for informed decision-making.

Business Process

• Spearhead process automation initiatives to streamline sales planning, R&O management, with a focus on reducing manual effort, and enhance accuracy, enabling the team to focus on higher-impact analyses and strategic activities.

• Establish and continuously refine reporting dashboards and KPIs to improve visibility into sales and operations performance metrics, allowing stakeholders to make data-driven decisions and swiftly address areas needing improvement.

• Serve as a key advisor to the Deal Desk team for SPR/SDX requests, including delegated authority on pricing within the SPR process.

Learning and Development

• Build and cultivate a high-performing team of financial professionals, including Senior Financial Analysts supporting Sales and Operations, fostering a culture of high performance, innovation, and professional growth.

• Promote a culture of accuracy and accountability within the FP&A team, with a strong emphasis on data integrity and financial transparency.

• Accountable to lead a team through the HR life cycle, including mentoring and guiding team members on best practices in financial analysis and business partnership, fostering critical thinking, problem-solving, and communication skills essential for career advancement and organizational impact.

• Foster collaboration with cross-functional teams, encouraging knowledge sharing and alignment on consolidation and reporting objectives.

QUALIFICATIONS

• Bachelor’s degree in an analytic field of study plus a business approach; Finance, Accounting, Math, Statistics, Economics or other relevant fields.

• 10+ years of relevant experience in Finance, Consulting, or Analytics.

• Minimum 7 years progressive leadership experience.

• Deep knowledge of financial reporting, forecasting, budgeting, and variance analysis.

• Advanced proficiency in Excel and experience with ERP systems (NetSuite & Salesforce).

SKILLS/COMPETENCIES

• Analytical problem solver passionate about using data to solve business problems.

• Experience working in a business partnership role, supporting Sr. Leaders across Sales and/or Manufacturing/Operations environments.

• Experience using Workday Adaptive Planning or similar planning and reporting platforms an asset.

• Ability to learn other strategic skills from leader to support the work of FP&A and drive other projects required at an executive level.

• Experience with visualization and query tools like Power Query, Power BI, Qlik, Tableau, or similar tools.

• Strong engagement skills to communicate effectively across all levels of diverse teams.

• Proven ability to drive change by teaching and embedding new processes, with experience in innovating and simplifying finance and operational workflows for lasting improvements.

• Pursuing or completed a Professional Accounting, Finance designation, or MBA an asset.

• Proven ability to multi-task, problem-solve and prioritize without compromising details to accuracy or work deadlines.

KORE VALUES:

Customer Obsession

We earn trust through deep understanding and relentless commitment. We earn the trust of our customers and aim to delight them through our solutions – we want to be loved by our customers.

Be the Spark

We lead with energy, creativity, and urgency. We don't wait for change – we ignite it. We listen, engage, and encourage others to participate.

Own the Outcome

We take accountability seriously – delivering on our promises to customers, teammates, and ourselves. We finish what we start. We think like owners and we’re frugal where it makes sense.

Grit & Positivity

We face challenges head-on – with resilience, optimism, and determination. We look at these situations as an opportunity to create a positive outcome. When we make a commitment, we deliver. We challenge those in a respectful way that do not meet their commitments.

Challenge. Debate. But Be Human.

We speak up, question assumptions, and challenge ideas – not people. We aim for the best outcomes through respectful, direct, and open dialogue, keeping in mind we’re all on the same team.

“KORE Wireless Group, Inc., is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of any kind. KORE is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at KORE are based on business needs, job requirements and individual qualifications, without regard to , , or belief, , social or , (including ), physical, mental or sensory , HIV Status, , identify and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. KORE will not tolerate discrimination or harassment based on any of these characteristics.”

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Financial Planning & Analysis Analyst

Johannesburg, Gauteng Point Group

Posted 10 days ago

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Job Description

JOB TITLE :

Financial Planning & Analysis (FP&A) Analyst

MAIN PURPOSE OF THE JOB :

The main purpose of the Financial Planning & Analysis (FP&A) Analyst job is to support the organization's financial planning, decision-making processes, and operational efficiency by providing accurate financial analysis, insights, and forecasts. This pivotal role involves collaborating with various departments to understand business needs, collecting, and analysing financial data, developing budget models, preparing financial reports, and assisting in the preparation of monthly management accounts and cash flow forecasting. These activities are essential for guiding the company's financial strategy, ensuring optimal allocation of financial resources, meeting financial goals, enhancing profitability, and maintaining liquidity.

Key responsibilities include analysing current and past financial performance to forecast future performance, identifying financial trends, and providing actionable recommendations to improve financial health. The FP&A Analyst also plays a critical role in monthly financial closing processes, contributing to the accuracy and timeliness of management accounts that reflect the company's financial status. Additionally, by developing and refining cash flow forecasting models, the analyst helps ensure that the organization can effectively plan for future funding requirements, manage liquidity risks, and capitalize on growth opportunities.

In supporting executive management's decision-making, the FP&A Analyst offers data-driven insights into the company's financial performance and strategic direction, making them an invaluable asset in achieving long-term financial stability and success.

DESCRIPTION OF FIELD OF DUTY (KPA’s) :

  • Financial Data Analysis and Reporting : Accurately analyse financial data and prepare comprehensive financial reports, including monthly management accounts, to support strategic decision-making and ensure financial transparency.
  • Financial Modelling and Forecasting : Develop and refine financial models for budgeting, forecasting future performance, and cash flow forecasting. Provide actionable insights to guide the company's financial planning and resource allocation.
  • Monthly Management Accounts and Cash Flow Forecasting : Assist in the timely preparation of monthly management accounts and develop accurate cash flow forecasts to manage liquidity effectively and plan for future financial needs.
  • Financial Risk Management : Identify financial risks and opportunities through detailed financial analysis. Implement strategies to mitigate risks and leverage opportunities to enhance financial performance and stability.
  • Technology – Financial Systems Implementations and Enhancements : Lead and support the implementation and enhancement of financial systems and technologies to improve financial data collection, analysis, and reporting capabilities.
  • Performance Measurement and Improvement : Continuously measure financial performance against set objectives and KPIs. Recommend and implement improvements to financial processes and strategies to drive efficiency, profitability, and growth.

QUALIFICATION REQUIREMENTS :

Degree or B.Degree (Hons) in Accounting / Financial Management

CA (SA), CIMA or similar profession membership will be advantageous.

WORK EXPERIENCE :

3-5 years’ experience in a similar or related field

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Financial Planning & Analysis Manager

Johannesburg, Gauteng Network Recruitment

Posted today

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Job Description

A leading organisation in the mining sector is seeking an experienced Financial Planning & Analysis Manager to join their corporate office in Johannesburg. This senior role offers the opportunity to shape financial strategy and performance management across the Africa Business Unit.

Key Responsibilities:
  • Lead financial planning, budgeting, forecasting, and performance management processes
  • Prepare and analyse management information to support strategic decision-making
  • Conduct financial feasibility studies, ROI analysis, and due diligence on key projects
  • Provide strategic insights through advanced analytics and financial modelling
  • Partner with executives and operations to drive performance improvement and cost optimisation
Requirements:
  • Chartered Accountant (CA), CIMA, MBA, or Masters in Finance/Economics
  • Professional certification (e.g., CPA, CMA, CFA) advantageous
  • 10+ years progressive financial leadership experience, with 5+ years in senior operational finance within multiple mining companies
  • Expertise in advanced financial planning, forecasting, budgeting, and reporting
  • Strong technical skills in HFM, TM1, SAP, and Power BI
  • Proven leadership in managing cross-functional, geographically dispersed teams
If you are a strategic thinker with a proven track record in financial leadership and performance management, this is an opportunity to make a significant impact in a high-profile role.
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Financial Planning & Analysis Analyst

Johannesburg, Gauteng Point Group

Posted 12 days ago

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Job Description

JOB TITLE:

Financial Planning & Analysis (FP&A) Analyst

MAIN PURPOSE OF THE JOB:

The main purpose of the Financial Planning & Analysis (FP&A) Analyst job is to support the organization's financial planning, decision-making processes, and operational efficiency by providing accurate financial analysis, insights, and forecasts. This pivotal role involves collaborating with various departments to understand business needs, collecting, and analysing financial data, developing budget models, preparing financial reports, and assisting in the preparation of monthly management accounts and cash flow forecasting. These activities are essential for guiding the company's financial strategy, ensuring optimal allocation of financial resources, meeting financial goals, enhancing profitability, and maintaining liquidity.

Key responsibilities include analysing current and past financial performance to forecast future performance, identifying financial trends, and providing actionable recommendations to improve financial health. The FP&A Analyst also plays a critical role in monthly financial closing processes, contributing to the accuracy and timeliness of management accounts that reflect the company's financial status. Additionally, by developing and refining cash flow forecasting models, the analyst helps ensure that the organization can effectively plan for future funding requirements, manage liquidity risks, and capitalize on growth opportunities.

In supporting executive management's decision-making, the FP&A Analyst offers data-driven insights into the company's financial performance and strategic direction, making them an invaluable asset in achieving long-term financial stability and success.

DESCRIPTION OF FIELD OF DUTY (KPA’s):

  • Financial Data Analysis and Reporting : Accurately analyse financial data and prepare comprehensive financial reports, including monthly management accounts, to support strategic decision-making and ensure financial transparency.
  • Financial Modelling and Forecasting : Develop and refine financial models for budgeting, forecasting future performance, and cash flow forecasting. Provide actionable insights to guide the company's financial planning and resource allocation.
  • Monthly Management Accounts and Cash Flow Forecasting : Assist in the timely preparation of monthly management accounts and develop accurate cash flow forecasts to manage liquidity effectively and plan for future financial needs.
  • Financial Risk Management : Identify financial risks and opportunities through detailed financial analysis. Implement strategies to mitigate risks and leverage opportunities to enhance financial performance and stability.
  • Technology – Financial Systems Implementations and Enhancements : Lead and support the implementation and enhancement of financial systems and technologies to improve financial data collection, analysis, and reporting capabilities.
  • Performance Measurement and Improvement : Continuously measure financial performance against set objectives and KPIs. Recommend and implement improvements to financial processes and strategies to drive efficiency, profitability, and growth.

QUALIFICATION REQUIREMENTS:

Degree or B.Degree (Hons) in Accounting / Financial Management

CA (SA), CIMA or similar profession membership will be advantageous.

WORK EXPERIENCE:

3-5 years’ experience in a similar or related field

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Financial Operations Specialist

Stellenbosch, Western Cape Fiskal Finance

Posted 11 days ago

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Job Description

We are seeking a dynamic and versatile Financial Operations Specialist to join our growing team. This is a unique hybrid role designed for a professional who is passionate about both finance and technology. You will act as the crucial link between our clients' core financial management and the systems they rely on, ensuring data integrity, operational efficiency, and strategic insight. You will work closely with experienced professionals, servicing dynamic clients across the globe and gaining invaluable experience in both management accounting and financial systems.

Key Responsibilities:

This role is a true blend of financial expertise and technical acumen. Your responsibilities will be split across two core functions:

Management Accounting & Financial Analysis:

  • Financial Analysis: Assist in analyzing financial data to provide actionable insights that support strategic decision-making for our clients.
  • Data Capturing & Management: Take responsibility for the accurate and timely recording of financial transactions and ensuring absolute data integrity.
  • Reporting: Help craft financial statements, performance reports, and variance analysis to communicate financial health and opportunities.
  • Stakeholder Collaboration: Work with C-Suite executives, Start-up Founders, Auditors, and Legal advisors to provide holistic financial solutions and consulting.

Financial Systems & Process Improvement:

  • System Implementation: Execute the end-to-end implementation of software solutions, including evaluating client systems, mapping integration plans, preparing data, and ensuring a smooth transition.
  • Process Optimization: Conduct in-depth examinations of client business processes to identify gaps and improvement opportunities, recommending enhancements or alternative software solutions.
  • Custom Analytics: Develop and customize reports and dashboards within financial platforms that provide clients with a clear, real-time view of their operational performance.
  • Client Training: Provide clear, effective training and ongoing user support to ensure clients successfully adopt and maximize the value of their financial software.

Qualifications:

  • 1-3 years of experience in a role involving operations, logistics, supply chain, engineering, software development, accounting, business systems, or process improvement is needed.
  • A foundational understanding of Financial Operations/Supply Chain/Logistics is a plus.
  • Strong analytical and problem-solving skills, with a keen eye for detail.
  • Excellent project management skills—you are a "finisher" who can manage timelines and drive projects to completion.
  • Proficiency in Microsoft Excel is essential. Experience with cloud-based platforms (e.g., Xero, CIN7, Odoo, HubSpot) is a major plus.
  • Excellent communication and interpersonal skills, with comfort in client-facing interactions.
  • A proactive attitude and a genuine eagerness to learn new technologies and adapt in a dynamic environment.

Benefits:

  • Competitive compensation package and performance-based bonuses.
  • Comprehensive training and mentorship from experienced professionals.
  • Exposure to a wide variety of industries and international business environments.
  • Opportunity to contribute to meaningful projects that directly impact clients' success.
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Financial Reporting Specialist

Johannesburg, Gauteng ExecutivePlacements.com - The JOB Portal

Posted 13 days ago

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Join to apply for the Financial Reporting Specialist role at ExecutivePlacements.com - The JOB Portal

3 days ago Be among the first 25 applicants

Join to apply for the Financial Reporting Specialist role at ExecutivePlacements.com - The JOB Portal

SUMMARY:

Tired of the same old spreadsheets, month-end déjà vu, and reports that disappear into the abyss? Good news—we’ve got a role that’s heavy on the numbers but light on the snooze factor.

Recruiter:

Network Recruitment

Job Ref:

NFR006818/IZ

Date posted:

Friday, June 27, 2025

Location:

Johannesburg, South Africa

Salary:

Annually

SUMMARY:

Tired of the same old spreadsheets, month-end déjà vu, and reports that disappear into the abyss? Good news—we’ve got a role that’s heavy on the numbers but light on the snooze factor.

POSITION INFO:

About the Gig:

A listed multinational in the fast-moving world of automotives is on the hunt for a Financial Reporting Specialist who loves deadlines (kind of), dreams in Excel formulas, and knows their way around IFRS like it’s their hometown. If you’re a reporting whiz with an eye for detail and a flair for structure, then you might just be our person.

What You’ll Be Up To:

  • Pulling together internal and external financial reports that make sense (and maybe even impress the board)
  • Owning the month-end and quarter-end like a boss
  • Tag-teaming with the budget and forecast crew
  • Keeping tax and compliance reporting on the straight and narrow
  • Supporting Board-level reporting without breaking a sweat
  • Playing nice with Auditors and internal stakeholders
  • Suggesting better ways to do things (we actually want you to)
  • Making sure the numbers behave and follow all the rules (Hi IFRS and GAAP)

What You’ll Need:

  • CA(SA) qualification — yes, it’s a must
  • 3–5 years post-articles experience (you know the ropes by now)
  • A knack for Excel that borders on wizardry
  • Sharp reporting instincts and attention to detail
  • A healthy respect for compliance, but also an appetite for improvement

If this sounds like your kind of playground, apply now. For more Finance roles (some quirky, some classic), visit If you don’t hear back in two weeks, don’t take it personally — we’ll keep your profile on file for future fits.

For more info, contact:

Izane Jooste



Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Accounting/Auditing and Finance
  • Industries Advertising Services

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Financial Reporting Specialist

Cape Town, Western Cape ExecutivePlacements.com - The JOB Portal

Posted 13 days ago

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Job Description

Join to apply for the Financial Reporting Specialist role at ExecutivePlacements.com - The JOB Portal

3 days ago Be among the first 25 applicants

Join to apply for the Financial Reporting Specialist role at ExecutivePlacements.com - The JOB Portal

SUMMARY:

My client is seeking a Financial Reporting Specialist to join their finance team. The successful can

Recruiter:

CA Financial Appointments

Job Ref:

61398

Date posted:

Monday, May 26, 2025

Location:

Cape Town, South Africa

Salary:

Market related

SUMMARY:

My client is seeking a Financial Reporting Specialist to join their finance team. The successful can

POSITION INFO:

My client is seeking a Financial Reporting Specialist to join their finance team. The successful candidate will work closely with senior leadership, including directors, and collaborate with team members to enhance efficiency, reporting accuracy, and strategic insight. If you are passionate about process improvement, automation and high-quality financial reporting and have 3-5 years post articles experience - apply today!

Responsibilities:

  • Develop and maintain automated Power BI reports and dashboards; continuously improve data pipelines and visualization for real-time decision-making
  • Build, maintain, and enhance detailed cash flow reports; ensure reporting aligns with business goals and provides actionable insights
  • Prepare budgets and forecasts in support to the Financial Manager; provide assistance to the Financial Manager with regard to legal compliance reporting, such as SARB and SARS (e-filing and the like)
  • Process Optimisation: Analyse existing financial reporting processes and identify opportunities for automation; implement streamlined workflows to enhance reporting accuracy and reduce manual effort
  • Presentation & Communication: Create compelling, data-driven presentations for directors and senior stakeholders such as Wealth Managers; communicate complex financial insights clearly and effectively
  • Step into support role for the team when they are on leave (with regards to processing and financial management)
  • Project Management: Lead and manage reporting-related projects with strong organizational skills; work directly with Finance Manager on special initiatives and cross-functional projects
  • Financial Management: Regular comparison of fees received for wealth management advice; critically evaluate existing processes and recommend changes; review service provider agreements

Requirements:

  • Qualified CA(SA)
  • Minimum of 3-5 years post articles experience, in the commercial sector
  • Experience in wealth and/or asset management (advantage)
  • Proven experience in financial reporting and data automation
  • Solid understanding of financial concepts and cash flow

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.



Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Accounting/Auditing and Finance
  • Industries Advertising Services

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Financial Risk Specialist

Sandton, Gauteng JSE Limited

Posted 13 days ago

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Job Description

Job category: Credit Analysis and Risk Management

Contract: Permanent

Remuneration: Market Related

EE position: Yes

About our company

The JSE recognises that its success and strength depend on the quality of its employees. We are committed to fostering a culture of continuous learning and high standards of performance. Our employee wellness programme is designed to encourage work-life balance for employees. We naturally seek to empower staff and encourage diversity and opportunities for all.

Introduction

To develop, implement and maintain a robust credit, liquidity, counterparty credit and market risk management infrastructure and performing critical quantitative functions to create market integrity and enable the JSE to operate the cash and derivative markets.

Responsibilities Business and Financial Results Delivery
  • Provide strategic thinking and contributions to crafting of departmental business plan based on professional knowledge and experience, to ensure delivery of focus areas for the year in support of departmental strategy.
  • Apply cost effectiveness principles in planning and delivery to contribute to achievement of divisional financial targets.
  • Provide input into the formalisation for the divisional budget.
  • Develop a robust risk management plan by identifying weaknesses in the current framework, research possible solutions, quantify impact of the solution and finally make a recommendation to present to governance committees and JSE EXCO to mitigate risks.
  • Measure performance by identifying and managing exposures to mitigate and minimise impact to the JSE and market participants.
  • Develop methodologies to measure/monitor risks and to mitigate risks on a per risk basis.
  • Propose solutions by analysing risks using industry best practices, past experience and mathematical skills to develop a risk framework.
  • Assess and efficiently implement regulatory standards and requirements regarding settlement assurance.
  • Ensure systems, products or projects delivered contributes to improve client/JSE service by providing input on budgets, resources required and process based on the understanding of costs, business objectives and relationship with external suppliers and stakeholders.
Stakeholder Relationship Management
  • Build strategic JSE / Industry/ Global network of thought leaders and relationships utilising social media, attending and presenting at conferences and training interventions.
  • Manage stakeholder relationships by understanding new products, investigating risks and advising on best solutions to consistently meet client’s needs.
  • Build and maintain networks across the JSE and the financial market industry by seeking and providing guidance on financial instruments to gain information of new risks and engaging clients on exposures, products and trends.
  • Provide risk monitoring tools such as dashboards, logs and escalate if necessary.
Process Management
  • Manage own delivery by establishing a delivery plan and setting timelines, identify obstacles to delivery and take appropriate action where required.
  • Deliver work consistently by identifying, monitoring, measuring managing and mitigating Market, Credit, Counter Party credit, Operational and Liquidity risk by measuring and analysing processes and exposures, come up with potential future scenarios and quantify the impact those scenarios can have on the JSE, its clearing members and clients.
  • Identify risks for stakeholders and the JSE by applying First - Principles and using thresholds and limits and historical information.
  • Develop, assess and entrench Risk Management Frameworks and regularly conduct independent evaluations thereof and propose same to the board when appropriate.
  • Design risk reports, conduct evaluations using exposure reports to assess levels of risk and identify new risks and escalate when appropriate.
  • Propose levels of risk appetite.
  • Analyse results of daily risk quantification by comparing performance of model market performance against regime, quantify risk mitigation to assess whether the new mitigations need to be implemented and if so, at what stage.
  • Determine appropriate collateral types including risks and levels of discounting thereof.
  • Assess exposures and collateral placed against the exposure, reassess the exposure and calculate required collateral and report findings to the appropriate division.
  • Establish and monitor key risk indicators, as well as propose and implement corrective action plans to mitigate risks.
  • Participate in ad hoc projects by developing models and quantification procedures ensuring outputs meet business expectations.
  • Conduct research to keep abreast of best industry practices and regulatory changes to ensure effectiveness of the company's risk frameworks.
  • Establish bank capital calculations with regard to contributions to any mutualised default fund.
  • Propose methodologies for and establish regulatory and economic capital quantification for the JSE to ensure the solvency of the JSE.
  • Liaise with regulators to respond to regulatory queries, comment on draft regulations and reporting to regulators.
  • Supply clients with information to help them analyse and understand capital requirements by applying methodologies and make information as intuitive and explanatory as possible.
  • Assist with queries when clients enquire on valuation models and initial margin calculations.
  • Develop models for new products to help understanding.
  • Assess accuracy of valuation models on a regular basis by using methodologies and established processes and procedures.
  • Develop various new risk methodologies, propose to relevant governance committees, document risk methodologies and implement risk methodologies after approval.
  • Assess new products by analysing the risk to JSE, conducting quantification on products, conducting and implementing risk mitigation methodologies, ensuring compliance with JSE.
  • Provide input into the new products committee by making recommendations on whether to support new product to ensure compliance with JSE.
  • Make proactive recommendations to Board and Risk committee and to EXCO on capital and risk related policies, including risk appetite of the JSE to help establish complete and comprehensive risk frameworks, appetites and policies.
  • Design and specify new systems and processes for implementation for internal and external clients.
Minimum Requirements
  • Degree in Risk.
  • Post-graduate (Honours / Masters / PhD in quantitative field and/or FRM, CFA or similar industry qualification).
  • 5 years risk management experience in a trading, investments quantitative or market risk environment.
Knowledge and Skills required
  • Basic software applications (e.g., Outlook, Word, Excel, Access, Internet, Email).
  • Divisional service offerings.
  • Business continuity standard.
  • Business principles.
  • Data analysis.
  • Decision-making process.
  • Industry trends.
  • International Standards for Professional Practice.
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