Business Reporting Analyst
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Financial Reporting Specialist
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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
- 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
Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Accounting/Auditing and Finance
- Industries Advertising Services
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#J-18808-LjbffrFund Reporting Specialist
Posted 22 days ago
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Fund Reporting Specialist
Location: Claremont, Cape Town Salary: Competitive Salary Employment Type: Full-Time, Permanent
About our Client
Established in Cape Town in 1993, this prominent South African asset management company offers a diverse range of investment products, including unit trusts, retirement annuities, and tax-free investments, tailored to meet the needs of individual investors.
Their investment philosophy emphasises a long-term, valuation-driven approach, aiming to deliver consistent returns for their clients. With a strong presence in South Africa and offices in Ireland, the United Kingdom, and Namibia, they serve both local and international investors.
About the Role
Our client, a leading fund management company, is seeking a Fund Reporting Specialist to join their Personal Investments team. The successful candidate will be responsible for the timely and accurate publication of fund fact sheets, management packs, and web reporting. This role requires strong analytical skills to assess competitor disclosures, implement best practices, and ensure regulatory compliance.
Why Join Them?- Work with a highly successful fund management company.
- Opportunity to drive strategic reporting improvements.
- Exposure to regulatory compliance and industry best practices.
- Competitive salary and career growth opportunities.
- Coordinate, update, and proof fund collateral outputs, including fund fact sheets, management packs, and roadshow materials.
- Analyse competitor disclosures and industry best practices.
- Ensure compliance with regulatory requirements and engage with ASISA working groups.
- Support the Investment Specialist team with asset-side queries.
- Implement a quality assurance (QA) process for collateral reporting.
- Contribute to strategic projects by scoping, tracking, and testing tasks.
- Bachelor’s Degree in Commerce, Finance, or a related field.
- Strong mathematical proficiency in Matric.
- 3+ years of experience in the asset management industry.
- Understanding of collective investment scheme regulations.
- Experience working with fund data and reporting.
- Advanced Excel skills.
- Proficiency in Microsoft Office Suite (Outlook, PowerPoint, MS Teams).
- Business Intelligence (BI) experience is an advantage.
- Strong attention to detail and numerical ability.
- Excellent organisational and multi-tasking skills.
- Proactive mindset with the ability to take initiative.
- Integrity, professionalism, and a strong team player.
Asset Reporting Specialist
Posted 10 days ago
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- Prepare and review statutory financial reports in compliance with IFRS 7 & 10.
- Ensure complete and accurate IFRS 7 disclosure for all relevant instruments.
- Perform asset reporting, analysis, and reconciliations.
- Liaise with Auditors and internal stakeholders to ensure reporting accuracy.
- Support financial statement preparation for group entities under IFRS 10.
Requirements:
- Proven exposure to IFRS 7 & IFRS 10 (IFRS 7 all disclosures).
- Strong technical reporting and financial instrument knowledge.
- CA(SA) or equivalent qualification preferred; strong non-CA candidates with the required expertise will also be considered.
- Solid experience in asset reporting within financial services, asset management, or a related sector.
If you are interested in this opportunity, please apply directly. For more finance jobs, please visit
Fund reporting specialist
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Asset reporting specialist
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Accountant / reporting specialist | claremont
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Payroll and Talent Reporting Specialist
Posted 52 days ago
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Reporting Analyst
Posted 2 days ago
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Overview
We are seeking a highly analytical and detail-oriented Reporting Analyst I to join our team at Teleperformance SA. The successful candidate will play a pivotal role in managing and developing management information (MI) systems, providing operational insights, and contributing to the success of our campaigns and business objectives. This position demands a proactive approach to delivering data-driven insights, influencing stakeholders, and maintaining high-quality standards
QualificationsEducation & Specific Training
- Matric equivalent qualification (essential).
Work Experience
- Minimum 1 year of experience as a Reporting Analyst or in a similar analytical role (essential).
- Background in the BPO sector (essential).
- Minimum of 1 year of administration experience.
- Data Management and Reporting
- Extract, manipulate, and analyze data from multiple systems (Client and TP platforms).
- Design, prepare, and deliver insightful reports tailored to internal and external stakeholders
.
- Ensure accuracy and timeliness of all data-related deliverables.
- Operational Insights and Performance Improvement.
- Interpret complex datasets and translate findings into actionable insights for operational teams.
- Support campaign performance enhancements by reporting key metrics and identifying areas for improvement.
- Actively participate in strategy discussions to drive business and campaign objectives.
- Stakeholder Engagement.
- Build and maintain strong relationships with internal teams and clients.
- Effectively communicate technical information to non-technical audiences.
- Collaborate with the broader WFM and MI teams to align reporting and operational goals.
Required Skills
Technical Skills
- Intermediate to advanced proficiency in Excel, including experience with pivot tables and macros (essential).
- Familiarity with automated reporting tools such as Power BI, Tableau, or Business Objects (preferred).
Minimum Skills
- Analytical and Technical Expertise
- Exceptional analytical skills and meticulous attention to detail.
- Behavioral and Interpersonal Skills
- Customer-focused, resourceful, and resilient under pressure.
- Strong verbal and written communication skills, with the ability to tailor messages to diverse audiences.
- A proactive and solution-oriented mindset with a willingness to take ownership of outcomes.
- Time and Task Management
- Demonstrates flexibility in handling shifting priorities and multiple demands.
- Ability to prioritize tasks effectively in a fast-paced environment.
- Reliable and self-motivated with a strong sense of accountability.
Reporting analyst
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