81 Reporting jobs in Cape Town

• Gain hands-on exposure across various functions in financial services.
• Support projects that enhance business efficiency and client solutions.
• Contribute innovative ideas and solutions to drive business outcomes.
• Expand your skill set within the short-term insurance sector .
• Collaborate with cross-functional teams to achieve set objectives.

• Strong motivation to grow and gain exposure.
• Openness to exploring opportunities in short-term insurance .
• Excellent communication and interpersonal skills.
• Ability to work in a fast-paced, collaborative environment.
• A problem-solving mindset with a willingness to learn.

• Develop and present statistical and business reports to key stakeholders.
• Analyze customer behavior, business performance trends, and system data to identify patterns and opportunities.
• Design, document, and propose innovative business solutions using reporting tools (e.g., Power BI).
• Reconcile data discrepancies, troubleshoot reporting issues, and ensure compliance with internal and external regulations.
• Generate ad hoc reports and streamline data presentation for management's use.

• Bachelors Degree in Computer Science, Statistics, Data Science, Business Analytics, or a related field.
• 3+ years in data analysis, reporting, and dashboard development.
• Advanced Microsoft Excel, including VBA programming.
• Knowledge of statistical software (SPSS, SQL, Power Query, or equivalent).
• Proficiency in Business Intelligence tools (Power BI or equivalent).
• Understanding of ETL processes, data loading, and transformation.
• Strong analytical and problem-solving skills, attention to detail, and excellent communication and presentation abilities.

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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 Mid-Senior level

• Employment type Full-time

• Job function Accounting/Auditing and Finance
• Industries Advertising Services

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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.

• 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.

Advert

About the Company

SLR is recognized as one of the global leaders in environmental and advisory solutions, helping our clients achieve their sustainability goals.

With over 100 offices in 13 countries, we foster collaboration and learning across disciplines and services worldwide.

Our culture is flexible and supportive, enabling employees to work on impactful projects with talented colleagues from diverse backgrounds.

The Sustainable Finance team at SLR, including recent acquisitions of IBIS Consulting and Malk, is a leading ESG and Impact advisory in the finance sector globally.

Job Purpose

We seek a sustainable finance Reporting specialist with about 10 years of experience in delivering consulting services related to sustainable finance, to support our growth in Sustainability and Impact Reporting services. The role involves managing client relationships, leading proposals and project teams, and ensuring high-quality deliverables.

Minimum Qualifications & Experience

• Postgraduate qualification in business or a relevant field, with practical experience.
• 10 years' experience in a consulting environment focusing on sustainable finance projects.

Key Responsibilities

• Leading the development of Sustainability and Impact Reports, ensuring accuracy, transparency, and compliance with standards.
• Assessing Reports to identify improvements and recommending solutions.
• Engaging with stakeholders to promote best practices in reporting.
• Staying updated on trends, regulations, and practices in sustainability reporting.
• Managing reporting engagements end-to-end, including materiality assessments, data analysis, report drafting, and design oversight.
• Mentoring a multidisciplinary team of consultants.
• Providing technical training and capacity building for staff.
• Supporting operational and commercial risk management and resource allocation.
• Ensuring projects comply with the Region’s Quality Management System.
• Building and maintaining client relationships aligned with strategic priorities.

Skills / Attributes

• Understanding of frameworks like GRI, SASB, TCFD, CDP, IFC Standards, UNGP, ILO Standards, EU Taxonomy, SFDR, OECD Privacy Principles, and others.
• Deep understanding of financial sector clients' ESG/Impact needs.
• Strong communication, time management, and problem-solving skills.
• Ability to work independently, prioritize tasks, and handle complex information.
• Experience in project management, business development, and client relationship building.
• Adaptability to a fast-paced environment and willingness to learn.
• Leadership skills for team management and decision-making.

SLR values diversity and inclusion and encourages applications from people with disabilities, aligning with our Employment Equity Plan and Targets.

Our client, a specialist Software Solutions provider, has a remote Data Reporting Specialist role. This position will suit an experienced Data Analyst looking for career development to move into a role with data reporting responsibilities in a niche industry and specialize in data analytics in an innovative and growing business. Good technical skills in Excel, SQL, and Power BI, or an alternate data analysis tool, and previous client-facing experience is an advantage.

Exposure to the Insurance industry or Financial Services sector is a plus.

1. Craft dynamic reports using Power BI with a focus on visual appeal and interactivity.
2. Develop insightful data visualizations, dashboards, and reports to convey trends and insights effectively.
3. Ensure reports are user-centric, responsive, and easily accessible.
4. Drive data quality analysis during customer implementations, ensuring robustness.
5. Employ advanced data analysis to pinpoint trends, patterns, and anomalies.
6. Translate data into actionable insights and recommendations for stakeholders.
7. Collaborate with business teams to translate analytical needs into precise report specifications.
8. Generate comprehensive reports on data quality for stakeholders and customers.
9. Skilfully identify, analyze, and explain anomalies within datasets.
10. Execute data balancing, integrity checks, and validation processes.
11. Proactively monitor and address data quality issues across customer datasets.
12. Conduct data investigations and contribute to refining data quality policies.
13. Offer technical customer support and actively engage in customer meetings.
14. Participate in JAD sessions, capturing requirements accurately.
15. Document issues, solutions, and specifications meticulously.
16. Analyze, log, and test enhancements to the product.
17. Assume ownership as the data quality custodian for the product.
18. Foster team and customer expertise through proactive training.
19. Stay current with SQL Server and Power BI advancements for optimal utilization.

Education:

Bachelor's Degree in Commerce, Information Systems, Computer Science, Mathematics, Statistics, or equivalent. Preference for Honours level or a 4-year Degree in Data Science or equivalent module. Microsoft Certification in a data-related competency is preferable.

Experience:

2-5 years in Data Analytics in a Business Intelligence environment. Experience in an Agile BI environment and client-facing experience is an advantage. Proficient in data queries, developing reports, interpretation of data, report writing, and presenting findings is preferable. Experience in the non-life insurance industry would be highly advantageous. SQL and BI experience, with Power BI being advantageous.

Skills:

• MS Office (Word, Excel, PowerPoint)
• Advanced Excel skills
• Intermediate/advanced SQL skills
• Power BI proficiency
• Analytical thinker with high attention to detail
• Competency in working with numbers and financial figures
• Problem solver with effective time management
• Strong team ethic
• Professional communication and interpersonal skills
• Self-motivated and adaptable in a changing environment
• Ability to work efficiently under pressure
• Demonstrated ability to work independently and collaboratively
• Proven ability to follow up and follow through on work

Applicants should demonstrate their ability to partner with us in our vision and core values, which include:

• Striving for continuous professionalism and excellence
• Uncompromising attention to detail
• A dedication to independent thought and the search for new ideas
• Absolute integrity
• Having fun and not taking oneself too seriously
• Stepping up and owning it
• Going beyond and being daring
• Simplifying processes
• Being present

• Provident Fund
• Medical Aid
• Group Life and Disability cover
• Optional 13th cheque
• Profit Share scheme (conditional on the scheme rules applicable at the time and date of engagement)

Our client, a specialist Software Solutions provider, has a remote Data Reporting Specialist role. This position will suit an experienced Data Analyst looking for career development to move into a role with data reporting responsibilities in a niche industry and specialize in data analytics in an innovative and growing business. Good technical skills in Excel, SQL, and Power BI, or an alternate data analysis tool, and previous client-facing experience is an advantage.

Exposure to the Insurance industry or Financial Services sector is a plus.

1. Craft dynamic reports using Power BI with a focus on visual appeal and interactivity.
2. Develop insightful data visualizations, dashboards, and reports to convey trends and insights effectively.
3. Ensure reports are user-centric, responsive, and easily accessible.
4. Drive data quality analysis during customer implementations, ensuring robustness.
5. Employ advanced data analysis to pinpoint trends, patterns, and anomalies.
6. Translate data into actionable insights and recommendations for stakeholders.
7. Collaborate with business teams to translate analytical needs into precise report specifications.
8. Generate comprehensive reports on data quality for stakeholders and customers.
9. Skilfully identify, analyze, and explain anomalies within datasets.
10. Execute data balancing, integrity checks, and validation processes.
11. Proactively monitor and address data quality issues across customer datasets.
12. Conduct data investigations and contribute to refining data quality policies.
13. Offer technical customer support and actively engage in customer meetings.
14. Participate in JAD sessions, capturing requirements accurately.
15. Document issues, solutions, and specifications meticulously.
16. Analyze, log, and test enhancements to the product.
17. Assume ownership as the data quality custodian for the product.
18. Foster team and customer expertise through proactive training.
19. Stay current with SQL Server and Power BI advancements for optimal utilization.

Education:

Bachelor's Degree in Commerce, Information Systems, Computer Science, Mathematics, Statistics, or equivalent. Preference for Honours level or a 4-year Degree in Data Science or equivalent module. Microsoft Certification in a data-related competency is preferable.

Experience:

2-5 years in Data Analytics in a Business Intelligence environment. Experience in an Agile BI environment and client-facing experience is an advantage. Proficient in data queries, developing reports, interpretation of data, report writing, and presenting findings is preferable. Experience in the non-life insurance industry would be highly advantageous. SQL and BI experience, with Power BI being advantageous.

Skills:

• MS Office (Word, Excel, PowerPoint)
• Advanced Excel skills
• Intermediate/advanced SQL skills
• Power BI proficiency
• Analytical thinker with high attention to detail
• Competency in working with numbers and financial figures
• Problem solver with effective time management
• Strong team ethic
• Professional communication and interpersonal skills
• Self-motivated and adaptable in a changing environment
• Ability to work efficiently under pressure
• Demonstrated ability to work independently and collaboratively
• Proven ability to follow up and follow through on work

Applicants should demonstrate their ability to partner with us in our vision and core values, which include:

• Striving for continuous professionalism and excellence
• Uncompromising attention to detail
• A dedication to independent thought and the search for new ideas
• Absolute integrity
• Having fun and not taking oneself too seriously
• Stepping up and owning it
• Going beyond and being daring
• Simplifying processes
• Being present

• Provident Fund
• Medical Aid
• Group Life and Disability cover
• Optional 13th cheque
• Profit Share scheme (conditional on the scheme rules applicable at the time and date of engagement)