39 Tax Strategy jobs in South Africa

Corporate Tax Consulting Manager

R600000 - R1200000 Y BDO South Africa

Posted today

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Job Description

BDO Johannesburg has a vacancy for a Corporate Tax Consulting Manager within the Corporate Tax Consulting team in the Tax Department. The incumbent will be reporting to the Head of Corporate Tax Consulting.

The This role will involve taking responsibility for the planning and execution, delivery of engagements, leading projects and tax team, and building as well as maintaining client relationships.

In Addition, The Manager Will Be Expected To Get Involved With The Day-to-day Operations Of The Corporate Tax Consulting Unit, Which Include (but Are Not Limited To) Functions Such As

  • Assisting BDO to achieve its financial targets driving the BDO brand, business development, technical tax competence and client service in line with BDO values.
  • Interpreting and applying theoretical knowledge to a practical business solution by utilising a sound knowledge of income tax and corporate law.
  • Drafting technically correct opinions and reports for review and reviewing tax opinions and advise to be provided to clients and the audit department.
  • Preparing and/or reviewing income tax and deferred tax computations.
  • Reviewing tax computations for the audit department.
  • Gathering information from different sources by using effective research tools.
  • Assisting with the research and preparation of proposals.
  • Identifying income tax issues arising at clients and use various tools and techniques to provide suggestions on how to solve them.
  • Adapting to a changing work environment and accommodate changing client demands.
  • Liaising with audit partners and audit staff with regards to tax issues.
  • Liaising with SARS.
  • Visiting clients to remediate tax issues and assist clients with SARS audit and queries.
  • Managing and maintaining client relationships.
  • Preparing and managing budgets, debtors and monthly invoices.
  • Producing accurate work and client deliverables to a high technical standard while coaching and mentoring junior staff.
  • Managing subordinates in the corporate tax consulting team.

Qualifications

  • BCom Accounting
  • BCom Honours in Accounting or Taxation
  • M.Com, or Hdip
  • CA(SA) advantageous

Professional Designation

  • SAICA and/or SAIT

Experience

  • 7-10 years' Corporate Tax experience
  • 3 years managerial experience
  • CA(SA) articles

Competencies

  • Excellent writing skills
  • Excellent communication skills
  • Leadership and supervising skills
  • Working with people
  • Adherence to principles and values
  • Relating and Networking skills
  • Analytical skills
  • Leaning and researching skills
  • Planning and organisational skills
  • Delivering results and meeting customer expectations
  • Adapting and responding to change
  • Entrepreneurial and commercial thinking

To apply please register and apply on

Salary is market-related and commensurate with experience.

The appointment will be made in terms of the firm's Employment Equity Policy.

Only short-listed candidates will be contacted.

NR
This advertiser has chosen not to accept applicants from your region.

Corporate Tax Consulting Manager

R900000 - R1200000 Y BDO

Posted today

Job Viewed

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Job Description

BDO Johannesburg has a vacancy for a Corporate Tax Consulting Manager within the Corporate Tax Consulting team in the Tax Department. The incumbent will be reporting to the Head of Corporate Tax Consulting.

The This role will involve taking responsibility for the planning and execution, delivery of engagements, leading projects and tax team, and building as well as maintaining client relationships.

In addition, the Manager will be expected to get involved with the day-to-day operations of the Corporate Tax Consulting unit, which include (but are not limited to) functions such as:

  • Assisting BDO to achieve its financial targets driving the BDO brand, business development, technical tax competence and client service in line with BDO values.
  • Interpreting and applying theoretical knowledge to a practical business solution by utilising a sound knowledge of income tax and corporate law.
  • Drafting technically correct opinions and reports for review and reviewing tax opinions and advise to be provided to clients and the audit department.
  • Preparing and/or reviewing income tax and deferred tax computations.
  • Reviewing tax computations for the audit department.
  • Gathering information from different sources by using effective research tools.
  • Assisting with the research and preparation of proposals.
  • Identifying income tax issues arising at clients and use various tools and techniques to provide suggestions on how to solve them.
  • Adapting to a changing work environment and accommodate changing client demands.
  • Liaising with audit partners and audit staff with regards to tax issues.
  • Liaising with SARS.
  • Visiting clients to remediate tax issues and assist clients with SARS audit and queries.
  • Managing and maintaining client relationships.
  • Preparing and managing budgets, debtors and monthly invoices.
  • Producing accurate work and client deliverables to a high technical standard while coaching and mentoring junior staff.
  • Managing subordinates in the corporate tax consulting team.

Qualifications:

  • BCom Accounting
  • BCom Honours in Accounting or Taxation
  • M.Com, or Hdip
  • CA(SA) advantageous

Professional designation:

  • SAICA and/or SAIT

Experience:

  • 7-10 years' Corporate Tax experience
  • 3 years managerial experience
  • CA(SA) articles

Competencies:

  • Excellent writing skills
  • Excellent communication skills
  • Leadership and supervising skills
  • Working with people
  • Adherence to principles and values
  • Relating and Networking skills
  • Analytical skills
  • Leaning and researching skills
  • Planning and organisational skills
  • Delivering results and meeting customer expectations
  • Adapting and responding to change
  • Entrepreneurial and commercial thinking

To apply please register and apply on

Salary is market-related and commensurate with experience.

The appointment will be made in terms of the firm's Employment Equity Policy.

Only short-listed candidates will be contacted.

This advertiser has chosen not to accept applicants from your region.

Corporate Tax Consulting Manager

BDO South Africa

Posted 16 days ago

Job Viewed

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Job Description

permanent

BDO Johannesburg has a vacancy for a Corporate Tax Consulting Manager within the Corporate Tax Consulting team in the Tax Department. The incumbent will be reporting to the Head of Corporate Tax Consulting.


The This role will involve taking responsibility for the planning and execution, delivery of engagements, leading projects and tax team, and building as well as maintaining client relationships.


In addition, the Manager will be expected to get involved with the day-to-day operations of the Corporate Tax Consulting unit, which include (but are not limited to) functions such as:



  • Assisting BDO to achieve its financial targets driving the BDO brand, business development, technical tax competence and client service in line with BDO values.

  • Interpreting and applying theoretical knowledge to a practical business solution by utilising a sound knowledge of income tax and corporate law.

  • Drafting technically correct opinions and reports for review and reviewing tax opinions and advise to be provided to clients and the audit department.

  • Preparing and/or reviewing income tax and deferred tax computations.

  • Reviewing tax computations for the audit department.

  • Gathering information from different sources by using effective research tools.

  • Assisting with the research and preparation of proposals.

  • Identifying income tax issues arising at clients and use various tools and techniques to provide suggestions on how to solve them.

  • Adapting to a changing work environment and accommodate changing client demands.

  • Liaising with audit partners and audit staff with regards to tax issues.

  • Liaising with SARS.

  • Visiting clients to remediate tax issues and assist clients with SARS audit and queries.

  • Managing and maintaining client relationships.

  • Preparing and managing budgets, debtors and monthly invoices.

  • Producing accurate work and client deliverables to a high technical standard while coaching and mentoring junior staff.

  • Managing subordinates in the corporate tax consulting team.


Qualifications :



  • BCom Accounting

  • BCom Honours in Accounting or Taxation

  • M.Com, or Hdip

  • CA(SA) advantageous 


Professional designation:




  • SAICA and/or SAIT 


Experience :



  • 7-10 years’ Corporate Tax experience

  • 3 years managerial experience

  • CA(SA) articles 


Competencies :



  • Excellent writing skills

  • Excellent communication skills

  • Leadership and supervising skills

  • Working with people

  • Adherence to principles and values

  • Relating and Networking skills

  • Analytical skills

  • Leaning and researching skills

  • Planning and organisational skills

  • Delivering results and meeting customer expectations

  • Adapting and responding to change

  • Entrepreneurial and commercial thinking



To apply please register and apply on


Salary is market-related and commensurate with experience.


The appointment will be made in terms of the firm’s Employment Equity Policy.


Only short-listed candidates will be contacted.


This advertiser has chosen not to accept applicants from your region.

Manager, Corporate Tax Consulting

BDO South Africa

Posted 23 days ago

Job Viewed

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Job Description

permanent

BDO has a vacancy for a Corporate Tax Consulting Manager within the Corporate Tax Consulting business unit in the Tax Department. The incumbent will be reporting to the National Corporate Tax Consulting Directors. You will inter alia be responsible for:



  • Assisting BDO to achieve its financial targets driving the BDO brand, business development, technical tax competence and client service in line with BDO values.

  • Interpreting and applying theoretical knowledge to a practical business solution by utilising a sound knowledge of income tax and corporate law.

  • Preparing and/or reviewing income tax and deferred tax computations.

  • Reviewing tax computations for the audit department.

  • Drafting technically correct opinions and reports for review and reviewing tax opinions and advise to be provided to clients and the audit department.

  • Gathering information from different sources by using effective research tools.

  • Assisting with the research and preparation of proposals.

  • Identifying income tax issues arising at clients and use various tools and techniques to provide suggestions on how to solve them.

  • Adapting to a changing work environment and accommodate changing client demands.

  • Liaising with audit partners and audit staff with regards to tax issues.

  • Liaising with SARS.

  • Visiting clients to remediate tax issues and assist clients with SARS audit and queries.

  • Managing and maintaining client relationships.

  • Preparing and managing budgets, debtors and monthly invoices.

  • Producing accurate work and client deliverables to a high technical standard while coaching and mentoring junior staff.

  • Managing subordinates in the corporate tax consulting team.


Qualifications :



  • BCom Accounting

  • BCom Honours in Accounting or Taxation

  • M.Com, or Hdip (Tax) advantageous

  • CTA advantageous 


Professional designation:



  • SAICA and/or SAIT 


Experience :



  • Minimum of 5 years’ experience as a Corporate Tax consultant

  • Minimum of 2 years’ experience as a Corporate Tax manager

  • Experience working with and interpreting financial accounting records


Competencies :



  • Excellent writing skills

  • Excellent communication skills

  • Leadership and supervising skills

  • Working with people

  • Adherence to principles and values

  • Relating and Networking skills

  • Analytical skills

  • Leaning and researching skills

  • Planning and organisational skills

  • Delivering results and meeting customer expectations

  • Adapting and responding to change

  • Entrepreneurial and commercial thinking

This advertiser has chosen not to accept applicants from your region.

Senior Consultant: Corporate Tax Consulting

BDO South Africa

Posted 23 days ago

Job Viewed

Tap Again To Close

Job Description

permanent

BDO Cape Town has a vacancy for a Corporate Tax Senior Consultant within the corporate tax consulting business unit. The incumbent will be reporting to the Head of Corporate Tax Consulting. You will inter alia be responsible for:



  • Assisting BDO to achieve its financial targets driving the BDO brand, business development, technical tax competence and client service in line with BDO values.

  • Interpreting and applying theoretical knowledge to a practical business solution by utilising a sound knowledge of income tax and corporate law.

  • Drafting technically correct opinions and reports for review and reviewing tax opinions and advise to be provided to clients and the audit department.

  • Preparing and/or reviewing income tax and deferred tax computations.

  • Reviewing tax computations for the audit department.

  • Gathering information from different sources by using effective research tools.

  • Assisting with the research and preparation of proposals.

  • Identifying income tax issues arising at clients and use various tools and techniques to provide suggestions on how to solve them.

  • Adapting to a changing work environment and accommodate changing client demands.

  • Liaising with audit partners and audit staff with regards to tax issues.

  • Liaising with SARS.

  • Visiting clients to remediate tax issues and assist clients with SARS audit and queries.

  • Managing and maintaining client relationships.

  • Preparing and managing budgets, debtors and monthly invoices.

  • Producing accurate work and client deliverables to a high technical standard while coaching and mentoring junior staff.

  • Managing subordinates in the corporate tax consulting team.


Qualifications :



  • CA(SA)

  • BCom Honours or equivalent in taxation advantageous 


Professional designation:



  • SAICA and/or SAIT 


Experience :



  • CA(SA) articles

  • Prior experience as a Corporate Tax consultant advantageous


Competencies :



  • Excellent writing skills

  • Excellent communication skills

  • Leadership and supervising skills

  • Working with people

  • Adherence to principles and values

  • Relating and Networking skills

  • Analytical skills

  • Leaning and researching skills

  • Planning and organisational skills

  • Delivering results and meeting customer expectations

  • Adapting and responding to change

  • Entrepreneurial and commercial thinking


This advertiser has chosen not to accept applicants from your region.

Financial Planning

R104000 - R130878 Y Nutreco

Posted today

Job Viewed

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Job Description

Job Description

JOB CONTEXT

The Financial Planning & Analysis Manager is responsible for the financial planning and forecasts submissions in accordance with Nutreco's accounting policies and procedures and supports decision making from a financial perspective analyzing in a wide variety of business processes from various perspectives, such as costs, revenues, profitability etc. and assists in preparing proposals regarding CAPEX projects.

He / She works closely with the Opco Controller on financial planning, forecasts, all accounting, reporting, and financial disclosure matters and consults often with relevant stakeholders, and confers with his / her peer Tax Manager, Treasury Manager as well as the Business Control Managers.

KEY ACCOUNTABILITIES

Financial Planning, Analysis & Reporting

  • Manages financial planning, budgeting, and forecasting processes and submissions.
  • Creates variance analysis reports and financial models.
  • Leads real-time financial performance monitoring.
  • Escalates any financial issues to management.
  • Sets and tracks key performance indicators (KPIs) and objectives.
  • Completes market research and comparable company or OpCo analysis.
  • Recommends strategies for increasing financial performance.
  • Prepares detailed monthly financial reports for management.
  • Uses popular financial planning and analysis tools.
  • Collaborates with senior members of the accounting and finance teams.
  • Prepares ad-hoc analysis as required from time to time.

Data collection and insight generation

  • Uses data and analysis in problem identification (bottlenecks, efficiencies, insights, etc.) continuously searching for data sources to conduct analysis valuable to the company, continuously enhancing the problem analysis / identification in terms of relevance, quality and insights based on business requirements,
  • Collects, analyses, coordinates and selects internal and external data and research for further analysis, to have an optimal set of data and research results available, which provides the relevant business area with desired information and/or further analyses or reporting.
  • Discovers ways in which business value can be drawn from analysis and develops trusted information with true insights.
  • Visualizes the analysis and transforms the analysis into valuable and relevant insights for business.

Advice

  • Proactively advises colleagues and management on data and insight analysis, opportunities and market developments,
  • Optimally informs and advises internal stakeholders and customers about analysis and related insights,
  • Acts as a liaison with managers, advises and supports them concerning all finance related matters, formulates and presents possible solutions

Planning & Control cycle

  • Supports the business with the planning & control cycle, including the preparation of the 3-year development plan and annual budgets, and the reporting of actual results:
  • Communicating guidelines and instructions, and creating templates to facilitate the planning and reporting processes
  • Participate in the financial review process between the OpCo(s), Division and Nutreco Corporate
  • Performing financial analysis of actual performance compared to plan and last year
  • Preparing management information, such as monthly reports and presentations on various topics
  • Assisting in the preparation and analysis of annual financial reports.

Market Developments / Investments

  • Assesses market developments using analytics and data insights, so that knowledge and insight of developments in area of expertise is up-to-date and ensured in the long term
  • On request of the business, performs analysis of capital expenditures, credit applications, divestment proposals and other events with a major financial impact, by:
  • Performing investigations and analyses in line with corporate guidelines
  • Preparing cover notes and presentations

Analysis / Analytics

  • Conducts and merges complex internal and external analysis. Carries out structural and ad hoc analysis and advanced analytics to transform data and research into useful information, which offer useful insights and recommendations to the designated business area.
  • Develops and provides ad hoc financials analysis that add value to the business and contribute to the delivery of the Divisional strategy.
  • Assists functional counterparts in the OpCo as required on matter involving cost determination issues, valuation, distribution of overhead, treatment of costs and product pricing,
  • May conduct special studies and analysis such as cost impact of proposed changes in facilities, systems and processes.

Compliance / Governance / Audits

  • Supports and promotes the Division wide compliance to corporate policies, especially relating to the Finance and Administration functions,
  • Ensures that systems and procedures are in compliance with company policies, the reporting & accounting strategy and with accounting standards, and applicable rules & regulations.
  • Follows all IFRS developments closely and implements new or revised accounting policies and procedures, if necessary,
  • Contributes to further professionalizing the (Finance) function, including signaling of areas of improvement and implementing solutions,
  • Responsible for the overall control of the financial administration, monitors enforcement of guidelines and guidance of all administrative processes of the entity, to achieve full compliance with all relevant (financial) standards,
  • Supports and prepares (financial) audits, ensures all relevant financial information is available for internal and external Auditors.

COMPETENCIES

  • Attention to details,
  • Interpretation and analytical skills
  • Timeliness, accuracy and reliability of all periodic and ad-hoc reporting and management information
  • Level of compliance / non-conformities
  • Demonstrates excellent financial and quantitative skills.
  • Communicates effectively and has strong presentation skills.
  • Collaborates well with colleagues using adept social skills.
  • Works independently using project management skills.
  • Builds strong working relationships and has good leadership skills.
  • Learns quickly and has strong problem-solving and critical thinking skills

MINIMUM REQUIREMENTS

  • Bachelor's Degree in Accounting
  • CA / CIMA Qualification advantageous
  • 6+ years' working experience
  • Manufacturing industry background
  • ERP System experience, Unite M3 would be advantage,
  • Professional skills in Microsoft software (especially MS Excel and PowerPoint) and Power BI
  • HFM / OneStream knowledge
  • Technical knowledge of IFRS, General Accounting and Tax legislation
This advertiser has chosen not to accept applicants from your region.

Financial Planning

R1500000 - R2500000 Y Trouw Nutrition

Posted today

Job Viewed

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Job Description

The Financial Planning & Analysis Manager is responsible for managing an effective and efficient operation of the financial planning, analysis, reporting and accounting function. The Financial Planning & Analysis Manager supports management, especially the Controller, in decision making regarding Finance & Control and Business matters, with investigations, analyses, reports, presentations and advice.

He/She performs economic research and analysis for use in the development of business strategies and tactics and in the subsequent appraisal of the results. The Financial Planning & Analysis Manager may also prepare statistical studies (economic and financial) and forecasts for business conditions and trends and draws relevant conclusions. Additionally, provides the business management with accurate and reliable internal financial information and external financial statements regarding the performance and the valuation of the business for various stakeholders.

Job Description:
JOB CONTEXT
The Financial Planning & Analysis Manager is responsible for the financial planning and forecasts submissions in accordance with Nutreco's accounting policies and procedures and supports decision making from a financial perspective analyzing in a wide variety of business processes from various perspectives, such as costs, revenues, profitability etc. and assists in preparing proposals regarding CAPEX projects.

He / She works closely with the Opco Controller on financial planning, forecasts, all accounting, reporting, and financial disclosure matters and consults often with relevant stakeholders, and confers with his / her peer Tax Manager, Treasury Manager as well as the Business Control Managers.

Key Accountabilities
Financial Planning, Analysis & Reporting

  • Manages financial planning, budgeting, and forecasting processes and submissions.
  • Creates variance analysis reports and financial models.
  • Leads real-time financial performance monitoring.
  • Escalates any financial issues to management.
  • Sets and tracks key performance indicators (KPIs) and objectives.
  • Completes market research and comparable company or OpCo analysis.
  • Recommends strategies for increasing financial performance.
  • Prepares detailed monthly financial reports for management.
  • Uses popular financial planning and analysis tools.
  • Collaborates with senior members of the accounting and finance teams.
  • Prepares ad-hoc analysis as required from time to time.

Data collection and insight generation

  • Uses data and analysis in problem identification (bottlenecks, efficiencies, insights, etc.) continuously searching for data sources to conduct analysis valuable to the company, continuously enhancing the problem analysis / identification in terms of relevance, quality and insights based on business requirements,
  • Collects, analyses, coordinates and selects internal and external data and research for further analysis, to have an optimal set of data and research results available, which provides the relevant business area with desired information and/or further analyses or reporting.
  • Discovers ways in which business value can be drawn from analysis and develops trusted information with true insights.
  • Visualizes the analysis and transforms the analysis into valuable and relevant insights for business.

Advice

  • Proactively advises colleagues and management on data and insight analysis, opportunities and market developments,
  • Optimally informs and advises internal stakeholders and customers about analysis and related insights,
  • Acts as a liaison with managers, advises and supports them concerning all finance related matters, formulates and presents possible solutions

Planning & Control cycle

  • Supports the business with the planning & control cycle, including the preparation of the 3-year development plan and annual budgets, and the reporting of actual results:
  • Communicating guidelines and instructions, and creating templates to facilitate the planning and reporting processes
  • Participate in the financial review process between the OpCo(s), Division and Nutreco Corporate
  • Performing financial analysis of actual performance compared to plan and last year
  • Preparing management information, such as monthly reports and presentations on various topics
  • Assisting in the preparation and analysis of annual financial reports.

Market Developments / Investments

  • Assesses market developments using analytics and data insights, so that knowledge and insight of developments in area of expertise is up-to-date and ensured in the long term
  • On request of the business, performs analysis of capital expenditures, credit applications, divestment proposals and other events with a major financial impact, by:
  • Performing investigations and analyses in line with corporate guidelines
  • Preparing cover notes and presentations

Analysis / Analytics

  • Conducts and merges complex internal and external analysis. Carries out structural and ad hoc analysis and advanced analytics to transform data and research into useful information, which offer useful insights and recommendations to the designated business area.
  • Develops and provides ad hoc financials analysis that add value to the business and contribute to the delivery of the Divisional strategy.
  • Assists functional counterparts in the OpCo as required on matter involving cost determination issues, valuation, distribution of overhead, treatment of costs and product pricing,
  • May conduct special studies and analysis such as cost impact of proposed changes in facilities, systems and processes.

Compliance / Governance / Audits

  • Supports and promotes the Division wide compliance to corporate policies, especially relating to the Finance and Administration functions,
  • Ensures that systems and procedures are in compliance with company policies, the reporting & accounting strategy and with accounting standards, and applicable rules & regulations.
  • Follows all IFRS developments closely and implements new or revised accounting policies and procedures, if necessary,
  • Contributes to further professionalizing the (Finance) function, including signaling of areas of improvement and implementing solutions,
  • Responsible for the overall control of the financial administration, monitors enforcement of guidelines and guidance of all administrative processes of the entity, to achieve full compliance with all relevant (financial) standards,
  • Supports and prepares (financial) audits, ensures all relevant financial information is available for internal and external Auditors.

COMPETENCIES

  • Attention to details,
  • Interpretation and analytical skills
  • Timeliness, accuracy and reliability of all periodic and ad-hoc reporting and management information
  • Level of compliance / non-conformities
  • Demonstrates excellent financial and quantitative skills.
  • Communicates effectively and has strong presentation skills.
  • Collaborates well with colleagues using adept social skills.
  • Works independently using project management skills.
  • Builds strong working relationships and has good leadership skills.
  • Learns quickly and has strong problem-solving and critical thinking skills

Minimum Requirements

  • Bachelor's Degree in Accounting
  • CA / CIMA Qualification advantageous
  • 6+ years' working experience
  • Manufacturing industry background
  • ERP System experience, Unite M3 would be advantage,
  • Professional skills in Microsoft software (especially MS Excel and PowerPoint) and Power BI
  • HFM / OneStream knowledge
  • Technical knowledge of IFRS, General Accounting and Tax legislation

Our organisation:
Trouw Nutrition is the global leader in innovative feed specialties, premixes and nutritional services for the animal nutrition industry. Trouw Nutrition provides species-specific nutritional solutions consisting of feed concepts, products and nutritional know-how. The unique combination of products, models and services Trouw Nutrition offers, boosts productivity and supports animal health through all life stages, contributing to our customers' peace of mind. Trouw Nutrition's nutrition solutions have met the need of farmers and home-mixers, feed producers, integrators and distributors. Trouw Nutrition has locations in 25 countries and around 5000 employees. Our mission is Feeding the Future.

Equal Opportunity Employer:
Trouw Nutrition is an equal opportunity employer; applicants are considered for all roles without regard to race, color, religious creed, sex, national origin, citizenship status, age, physical or mental disability, sexual orientation, marital, parental, military status or any other status protected by applicable local law. Please advise us at any point during the recruitment and selection process if you require accommodation. Trouw Nutrition is committed to compliance with all applicable legislation, including providing accommodation for applicants with disabilities.

This advertiser has chosen not to accept applicants from your region.
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Financial Planning Associate

Johannesburg, Gauteng The Recruitment Council

Posted 21 days ago

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Job Description

Are you a highly skilled and experienced Financial Planning Associate looking to join an independent financial planning business that sets the industry standard?

This role is the engine room of our advice process, offering you a unique opportunity to work on complex financial strategies and ensure legal compliance within a highly professional environment.

Responsibilities:

Financial Needs Analysis (FNA): Prepare comprehensive FNAs across Risk, Pre-retirement, and Post-retirement planning.
Portfolio Strategy: Prepare investment proposal documents, review existing client portfolios, and create detailed review files.
Compliance & Administration: Ensure all client files adhere to POPI, FICA, and FAIS legislation requirements. You will also perform quality control on quotations, submissions, and oversee the implementation process.
Client & Advisor Support: Manage client relationships , set up review appointments , and act as the liaison with product providers to follow up on submitted instructions and research new and existing products.

Qualifications and Experience:

A minimum of 5 years in a similar Para-planning role.

This advertiser has chosen not to accept applicants from your region.

Director, Financial Planning

R1200000 - R2400000 Y The Coca-Cola Company

Posted today

Job Viewed

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Job Description

We are looking for a dynamic and strategic Financial Planning Director who can lead with insight, navigate complexity, and deliver performance excellence. This role is instrumental in shaping and executing our financial planning processes across the Africa Operating Unit (OU), ensuring not just financial accuracy but also strategic impact and storytelling that drives action.

What You'll Do for Us:

  • Lead the planning, forecasting, and performance management processes for the Africa Operating Unit, ensuring alignment with strategic goals and timely delivery of financial outputs.

  • Utilize and manage financial planning systems, particularly Hyperion, to develop and maintain accurate forecasts, scenario planning, and P&L reviews.

  • Act as a thought partner to Platform Services, Regional Leads, Franchise Leadership, and Commercial/RGM teams to deliver insight-driven plans and rolling estimates that influence key business decisions.

  • Collaborate with the Insights Director to embed data-driven business assumptions into the planning cycle and support the preparation of compelling narratives and executive presentations.

  • Translate financial results and forecasts into clear, actionable insights and stories, providing commentary that supports business performance management and risk mitigation.

  • Facilitate business plan and rolling estimate review cycles, with a strong emphasis on scenario planning and proactive risk and opportunity (R&O) management.

  • Engage and influence senior stakeholders across the system, ensuring cross-functional alignment and strategic coherence.

  • Build and nurture collaborative relationships across regions, bottlers, and central functions, fostering a culture of trust, partnership, and joint problem-solving.

  • Maintain composure and performance delivery under pressure while promoting a positive, high-performance culture within the team and broader finance community.

  • Support the creation and communication of the 3-year Strategic Business Plan and annual budgeting cycles, coordinating end-to-end processes and performance monitoring.

Qualifications & Requirements:

  • Minimum of 10 years' experience in financial planning, commercial finance, or a related strategic finance role.

  • Demonstrated leadership in high-stakes environments with proven ability to build strong cross-functional relationships and influence without authority.

  • Proficiency in Hyperion and other financial planning tools, with a hands-on approach to scenario modeling and variance analysis.

  • Strong storytelling and communication skills, capable of turning complex data into compelling business narratives.

  • Proven ability to manage ambiguity and pressure, deliver under tight timelines, and juggle multiple priorities with calm focus.

  • Deep understanding of system economics, bottler business models, and regional market dynamics in a fast-paced FMCG environment.

  • A people-first leader who promotes a strong, inclusive culture, uplifts capabilities, and drives engagement across diverse teams.

What We Offer:

Join a purpose-driven Africa Finance team where teams are the new heroes and our leaders are inclusive orchestrators. As we craft Loved Brands, Sustainably, for a Better Shared Future, you will:

  • Leverage our boundaryless network

  • Live our culture code with intention

  • Build future-ready capabilities

  • Become part of an adaptable, agile organization

Skills

Financial Forecasting; Financial Analysis; Finance; Financial Planning; Forecasting; Data Driven

Annual Incentive Reference Value Percentage:30

Annual Incentive reference value is a market-based competitive value for your role. It falls in the middle of the range for your role, indicating performance at target.

This advertiser has chosen not to accept applicants from your region.

Group Financial Planning

R1200000 - R2400000 Y CA Financial Appointments

Posted today

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Job Description

Are you a CA(SA) with a sharp analytical edge and the confidence to influence at executive level? Join a strategic finance function that's undergoing transformation, where your expertise will directly shape performance across 9 divisions and 19,000 employees in one of South Africa's largest facilities management groups.

About the Opportunity

This is a rare chance to take on a senior group-level role focused on performance evaluation, financial reporting, and forward-looking analysis. Sitting within a compact, high-performing group finance team, you'll play a pivotal role in reshaping financial structures, supporting a major BI and systems implementation, and guiding strategic decisions from a shareholder perspective.

What You'll Be Doing

  • Consolidate and interpret management accounts across multiple divisions (security, cleaning, catering)
  • Lead budgeting, forecasting, and strategic financial planning at group level
  • Implement and embed the new BI platform
  • Deliver detailed performance and variance analysis for group executive and board-level discussions
  • Support evaluation of capital investments, restructures, and potential acquisitions
  • Produce high-impact, visually powerful reports to guide executive strategy

What We're Looking For

  • CA(SA) with 10–15 years' post-articles experience
  • Proven experience in group FP&A or corporate finance within a complex, multi-division business
  • Advanced Excel and strong data fluency — must be comfortable with BI tools and Sage systems
  • A hands-on operator who enjoys the detail and isn't afraid to roll up their sleeves
  • High emotional intelligence with the ability to influence, challenge, and collaborate at all levels
  • Strong business acumen, particularly around forecasting, restructuring, and investment analysis

What's in it for you?

  • Work alongside top-tier group leaders across finance, risk, procurement, legal, and capital management
  • Join a business in strategic transition — your impact will be visible and valued
  • A professional, non-hybrid culture with high expectations and strong peer collaboration

Ready to Lead with Insight?

Apply now and bring your financial insight to the heart of group strategy.

If you don't hear back from us within 2 weeks of applying, please consider your application unsuccessful. But stay in touch — follow us online and keep an eye out for future opportunities.

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