62 Reporting jobs in Cape Town

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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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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.

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.

• Maintain and optimize HR systems, ensuring data accuracy, and providing technical support and training to HR users for accurate employee reporting.
• In this role, you will need to have a comprehensive understanding of payroll systems and processes, as well as accounting principles, to assist in enhancing current payroll and HR / Talent reporting processes.
• This is an exciting, newly created position offering excellent challenge and growth. Experience with Sage 300 People is essential for this role.

Requirements : Data Management :

• Ensuring accurate and up-to-date employee data within the HR system, including personal information, job details, compensation, benefits, and performance records.

System Management :

• Implementing, maintaining, and optimizing HR systems, including HRIS (Human Resources Information System).

Technical Support :

• Providing technical support and troubleshooting to HR users on the HR system.

Reporting and Analysis :

• Analysing talent and employee data, generating reports, and creating dashboards to track key HR metrics.
• Produce accurate and high-quality monthly, quarterly, and ad-hoc reports on various employee data, which includes, but is not limited to, employee lists, headcount / staff movements, staff demographics, hierarchy levels critical for regulatory and board reporting.
• You will have the opportunity to enhance reporting tools and assist the Head of Centralised Services and Head of Talent in building a digitized employee reporting function, specifically developing people dashboards and reporting.
• This will involve working with identified service providers to enhance the use of the current HRIS and Payroll system (Sage 300 People).

Compliance :

• Ensuring data integrity and compliance with relevant regulations.

Process Improvement :

• Identifying areas for improvement in HR processes and workflows through data analysis.

General :

• Assist the Talent team with special projects and work as may be assigned.
• Initial projects would be to work with the talent team to develop a robust skills (study / membership) process to ensure accurate reporting and reconciliation.
• Assist the payroll and talent teams with special projects and work as may be assigned.
• Play a pivotal role in overseeing all aspects of the payroll process, ensuring accurate and timely payment of employee salaries, and compliance with relevant laws and regulations.
• Perform a critical review function.
• Required a comprehensive understanding of Sage payroll systems and processes as well as accounting principles to assist in enhancing current payroll and HR / Talent reporting processes.
• Collaborate with the Payroll Administrator, Talent, and Finance teams to maintain accurate employee data, ensuring all payroll related processes and records are updated and reconciled on monthly basis.
• Monthly reconciliation between payroll records and finance accounting records.
• Produce a monthly analysis of payroll movements which feeds into the management accounts.
• Oversight of payroll records, reports, and documentation for auditing and legal purposes.
• Act as the key point of contact for payroll audit.
• Responsible for workmens compensation regulatory requirements.
• Partnering with the Head of Centralised Services to ensure robust internal controls related to payroll and reporting.
• Stay up to date with changes in payroll laws and regulations, assessing their impact on the company's payroll practices and implementing necessary adjustments to ensure compliance.

Required Experience :

• 4-5 years relevant experience in a related role where you have worked with Payroll and HRIS systems and employee reporting.
• Specifically, we require someone with experience of Sage 300 People could be from a consulting capacity where you have worked with clients implementing, and or enhancing their use of Sage 300 People.
• Systems orientated with a keen interest in automation and digitization of the Payroll and HR Reporting environment.
• Exposure to Acumatica / related ERP systems is a distinct advantage.
• Comprehensive understanding of payroll systems and processes as well as accounting principles required.

Required Qualification :

• A relevant financial / commercial / HR / business qualification is required.

• 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.

• 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.

• Maintain and optimize HR systems, ensuring data accuracy, and providing technical support and training to HR users for accurate employee reporting.
• In this role, you will need to have a comprehensive understanding of payroll systems and processes, as well as accounting principles, to assist in enhancing current payroll and HR/Talent reporting processes.
• This is an exciting, newly created position offering excellent challenge and growth. Experience with Sage 300 People is essential for this role.

Requirements:

Data Management:

• Ensuring accurate and up-to-date employee data within the HR system, including personal information, job details, compensation, benefits, and performance records.

System Management:

• Implementing, maintaining, and optimizing HR systems, including HRIS (Human Resources Information System).

Technical Support:

• Providing technical support and troubleshooting to HR users on the HR system.

Reporting and Analysis:

• Analysing talent and employee data, generating reports, and creating dashboards to track key HR metrics.
• Produce accurate and high-quality monthly, quarterly, and ad-hoc reports on various employee data, which includes, but is not limited to, employee lists, headcount/staff movements, staff demographics, hierarchy levels critical for regulatory and board reporting.
• You will have the opportunity to enhance reporting tools and assist the Head of Centralised Services and Head of Talent in building a digitized employee reporting function, specifically developing people dashboards and reporting.
• This will involve working with identified service providers to enhance the use of the current HRIS and Payroll system (Sage 300 People).

Compliance:

• Ensuring data integrity and compliance with relevant regulations.

Process Improvement:

• Identifying areas for improvement in HR processes and workflows through data analysis.

General:

• Assist the Talent team with special projects and work as may be assigned.
• Initial projects would be to work with the talent team to develop a robust skills (study/membership) process to ensure accurate reporting and reconciliation.
• Assist the payroll and talent teams with special projects and work as may be assigned.
• Play a pivotal role in overseeing all aspects of the payroll process, ensuring accurate and timely payment of employee salaries, and compliance with relevant laws and regulations.
• Perform a critical review function.
• Required a comprehensive understanding of Sage payroll systems and processes as well as accounting principles to assist in enhancing current payroll and HR/Talent reporting processes.
• Collaborate with the Payroll Administrator, Talent, and Finance teams to maintain accurate employee data, ensuring all payroll related processes and records are updated and reconciled on monthly basis.
• Monthly reconciliation between payroll records and finance accounting records.
• Produce a monthly analysis of payroll movements which feeds into the management accounts.
• Oversight of payroll records, reports, and documentation for auditing and legal purposes.
• Act as the key point of contact for payroll audit.
• Responsible for workmens compensation regulatory requirements.
• Partnering with the Head of Centralised Services to ensure robust internal controls related to payroll and reporting.
• Stay up to date with changes in payroll laws and regulations, assessing their impact on the company's payroll practices and implementing necessary adjustments to ensure compliance.

Required Experience:

• 4-5 years relevant experience in a related role where you have worked with Payroll and HRIS systems and employee reporting.
  
• Specifically, we require someone with experience of Sage 300 People could be from a consulting capacity where you have worked with clients implementing, and or enhancing their use of Sage 300 People.
  
• Systems orientated with a keen interest in automation and digitization of the Payroll and HR Reporting environment.
  
• Exposure to Acumatica/related ERP systems is a distinct advantage.
  
• Comprehensive understanding of payroll systems and processes as well as accounting principles required.
  
• Strong excel skills.
  

Required Qualification:

• A relevant financial/commercial/HR/business qualification is required.

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.

Overview

Reference
Business Analyst / R

Salary
ZAR/month

Job Location
- South Africa -- City of Cape Town -- Cape Town

Job Type
Permanent

Posted
01 April 2025

Our client is looking for a Business Analyst / Reporting Accountant to analyze financial data, generate reports, and support business decision-making. This role requires strong analytical skills, financial expertise, and a structured approach to managing reporting processes and business intelligence insights.

Responsibilities

• Prepare and analyze operational financial results from POS and BI systems.
• Generate stock transfer reports and resolve discrepancies.
• Develop and streamline various financial reports for efficiency and accuracy.
• Ensure the quality and integrity of financial transactions and compliance.
• Prepare presentations and reports for directors and shareholders.
• Assist with budgeting, financial forecasting, and cash flow schedules.
• Support audit preparations, including schedules and queries for SARS and franchisor-related audits.
• Assist in implementing a new POS system and other financial projects.
• Provide backup support for financial accounting tasks as needed.

• Strong analytical and reporting skills.
• Structured and organized approach with attention to detail and accuracy.
• Ability to handle high-volume work, meet deadlines, and manage stress effectively.
• Excellent communication and interpersonal skills.
• Advanced Excel skills (non-negotiable).
• High computer literacy and proficiency in BI reporting.
• Initiative, adaptability, and a proactive work ethic.
• Minimum 5 years post-article experience in a similar role.
• Experience in BI reporting is required.
• Retail industry experience is a strong advantage.
• Knowledge of Pastel Evolution is beneficial.

• BCom Accounting degree with completed articles.

ABOUT US:

Kurtosys provides asset and wealth managers with a data and content publication platform that enables the construction and distribution of critical sales, marketing, and client reporting materials. Founded in 2002, Kurtosys operates across four global offices. Underpinned by global ISO-27001 certification in information security management, the Kurtosys team has a deep understanding of working at scale with data, information design, industry regulations and compliance issues.

THE OPPORTUNITY:

We are seeking a well-rounded, Product Consultant (Technical Business Analyst) who will be involved with analysing and specifying new projects, as well as improving and upgrading existing solutions for the customer.

The Product Consultant will draw on a variety of problem solving abilities and technical skills, working closely with the customer as well as the internal development team to elicit requirement, gather & analyse data and design a solution to meet the business need presented by the customer.

RESPONSIBILITIES:

• Establish and develop a healthy, constructive working relationship with our customers.
• Apply yourself actively across multiple projects that are in various phases of delivery, working with a team and customers that span multiple time zones (from the Americas through EMEA).
• Analyse customer data (in various formats such as CSV, XLSX, XML, JSON etc.) for validity, accuracy and completeness; Perform a gap analysis on the data to identify shortcomings or potential risks.
• Gather, critically analyse and document the customer’s business and user requirements through running workshops and meetings with the customer and internal stakeholders. Identify the core business problem to be solved and/or value to be added by Kurtosys using Product Consulting analysis tools, techniques and best practices.
• Applying your knowledge of the Kurtosys platform and products, design a solution that fits the customer’s business & user requirements with a minimum of product change required (config only solutions).
• Attend ceremonies (stand-ups, grooming, retrospectives) to help manage and groom the delivery backlog.
• On certain deliveries, own the documentation space, ensuring it is up-to-date, organized neatly in accordance with standards and contains all relevant information.
• Design document templates using industry standard tools and technologies like Indesign & the Microsoft Office suite.
• Execute configuration solutions to a high output standard based on business requirements gathered and estimated. Meet your commitments for the timing of deliveries.
• Continuously improve and add value to the Consulting team and function through open and honest communication, hosting training sessions on pre-determined topics, staying current with business analysis industry trends and technology and feeding this back into the team.

THE NON-NEGOTIABLES:

• Excellent communication (verbal, written and interpersonal) and presentation skills.
• Self-motivated and highly driven to continuously learn, adapt and improve yourself and your team.
• A strong understanding of data structures.
• Familiarity with tools like as Microsoft Office (Word, Excel, PowerPoint) & Indesign.
• Familiarity with a requirements management system such as JIRA.
• A strong ability to perform requirements analysis and documentation.
• The ability to confidently push back on out-of-scope, unreasonable or irrelevant requirements and communicating / justifying your reasoning.
• An understanding of the software development life cycle and the comparative pros and cons of traditional (“Waterfall”) and Agile techniques.
• A proven capacity to configure technical solutions (data visualization, data structuring, etc.).
• A background in asset management or detailed knowledge of the industry.
• Experience in working with database technologies such as SQL Server or MySQL as well as RESTful APIs (XML/JSON).

BENEFITS:

• Relaxed Dress Code
• Open Culture
• Flexible Work Hours
• Group Risk Cover
• Employee Wellbeing Program
• 20 Days Paid Leave
• Ongoing Staff Appreciation Events
• Access To Learning Platforms
• Working With Experts Across The Globe

FINAL THOUGHTS:

We are an international SaaS based fintech company

We work with up to date technology, promote from within wherever possible, and encourage our team members to use initiative, think out the box and share their ideas.

We aim to transform how our customers - which includes the world's most prestigious financial services firms - drive engagement with their audiences.

Our aim is to give our customers the ability to target, knowledge share and nurture their community of prospects and clients to develop long standing relationships.

Get in touch to learn more.