Complete accounting and financial reporting function for the Wealth companies
Financial reporting and Statutory
- Prepare and review the month-end journal entries
- Perform divisional consolidations and group reporting
- Perform reconciliations of balance sheet accounts
- Prepare management accounts, and perform variance and analytical reviews
- Draft and finalise annual financial statements
- Prepare regulatory and statutory returns
- Design, implement and evaluate internal financial controls
- Plan and review results of external evaluation of internal controls
- Ensure compliance with Group and accounting policies
- Plan and manage the external audit process
- Review major transactions with the auditor's technical department
- Communicate external auditor's findings during the audit process to senior management
- Manage the Wealth Finance team
- Tax compliance and planning of Sasfin Wealth and all of its subsidiaries
- Partner/interact with Group Tax Manager on divisional and corporate tax related issues
- Business Planning
- Prepare annual and long-term budgets and forecasts in line with the strategic objectives and manage the process
- Manage group cash flow and interest exposure on an ongoing basis
- Assist Head of Finance with implementation and monitoring of progress related thereto
- Provide strategic recommendations to the Head of Finance and COO on business analysis results, cost allocation and revenue/expense analysis
- Research and apply the accounting treatment of new acquisitions and disposals
- Group auditors
- Regulatory Bodies - FSB, SARB, SARS, etc.
- JSE mainly related to compliance with their listing requirements
- Designated Advisors/Sponsors, related to JSE compliance issues
- Corporate Advisors - taxation, legal, mergers and acquisitions, compliance
- Relevant tertiary qualification (Required: CA(SA); Advantage: MBA, CFA)
- Minimum 2 years' post articles experience in a Stockbroking or related organisation within the financial services sector
- Strong and up-to-date knowledge of IFRS, Tax, Companies Act and other applicable standards and legislation
- Strong systems experience - Advanced Excel, BDA. Accpac and Great Plains would be an advantage
- Demonstrate ability to manage large volumes of data
- Relevant experience in handling complex instruments and accounting thereof
- Understanding of the Wealth regulatory environment
- Managerial experience
- Excellent analytical skills
- Excellent verbal communication skills in English
- Sound business acumen
Market-related, based on total Cost to Company
Interested applicants can forward their CV to [Email Address Removed] by no later than: 13 February 2022.
- Please consider your application unsuccessful if you have not received a response within 2 weeks of submission.
- Financial Manager
- Wealth
- IFRS
- Stockbroking
- CA
- Accpac
- Great Plains
- 5 to 10 years
- Honours
We value a spirit of partnership!
Sasfin Wealth has provided trusted advice and wealth management solutions to respected families and prized organisations for over 125 years.
Our belief in the value of strong relationships is what has appealed to our clients since the first days of our founding. The commitment we offer clients has thereby secured our reputation as an award winning and leading private client portfolio management and stockbroking businesses in South Africa.
As an independent and innovative financial services provider, we design bespoke and model investment solutions and provide a range of advisory solutions that meet the unique needs of private clients and institutional investors.
Employer & Job Benefits
- Medical Aid
- Pension Fund
- Work From Home
