Reference: 5389 CM
Consultant: Christa Mostert

Job Description:

  • Responsible for assisting with Group management information reporting and critical analysis of management information to identify unusual financial trends and anomalies. Assist with new Group internal reporting initiatives, including automation of reporting functions. Assisting various finance teams across the Group with special ad-hoc reporting requirements and requests.
  • Management information
    • Assist with compilation of the monthly management reports using financial and non-financial information from various data sources
    • Critically examining financial information for accuracy
    • Assist with compiling monthly investment and credit committee reports
    • Involvement in the annual Group budget process
    • Compare actual performance to budget and prior year and obtain reasons for variances
    • Identify and investigate unusual financial trends and anomalies to ensure that actual performance is a true reflection of business performance and results achieved
    • Involvement in the forecasting of future financial performance
    • Critically analyse relevant business metrics, including assets under management and net flows
    • Completing of annual and provisional tax returns for Group companies
    • Processing of adhoc journals
  • Audit & annual financial statements
    • Assist with the preparation of reporting packs and annual financial statements in terms of IFRS
    • Assist with external auditor queries during the year end of audit process
    • Assist with internal audit queries as required
  • Special projects
    • Finding ways to improve the efficiency of the reporting function
    • Assisting various finance teams across the Group with special ad-hoc reporting requirements and requests


  • Experience in the Financial Services Sector in a Group environment
  • Good Knowledge of internal management reporting recommended
  • Knowledge of AccPac, IDU and Qlikview recommended
  • BCom (Hons) in Accounting/BAcc(Hons), CIMA or SAIPA
  • Qualified CIMA or SAIPA
  • One (1) to three (3) years’ experience in Financial Services Sector within a Group environment
  • Advanced Excel skills
  • Knowledge of AccPac, IDU and Qlikview recommended

How to Apply:

  • Email your comprehensive CV to
  • If you are already registered, please forward your CV and the relevant reference number to the consultant with whom you are currently registered in order to avoid duplicity on our system.
  • We reserve the right to only conduct interviews with candidates of choice.
  • Applicants who have not received feedback within 30 days from the closing date must please accept their application as unsuccessful.

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