Duties & Responsibilities :
Company and Job Description :
This prominent financial services firm operates as a full-service investment bank and brokerage. Established almost a decade ago, the company has a rich history and a strong reputation for providing a wide range of financial solutions to individuals, institutions, and corporations. They offer services such as wealth management, investment banking, asset management, and financial advisory, with a commitment to personalized client service and a focus on delivering comprehensive financial strategies.
Job Description :
Oversee transaction processing, cash management, and accounts.
Draft and review financial statements, manage tax returns.
Forecast and budget revenue, expenses, and cash flow.
Analyze actuals vs. budget, identify variances, and assess business drivers.
Control and Compliance:
Identify and manage financial and operational risks.
Design and implement controls, navigate regulations, and handle audits.
Review investment cases and validate financial forecasts.
Manage financial software and hardware.
Drive development and change initiatives.
Lead complex projects with a methodical approach.
Cross-discipline training and functional experience.
Qualifications and Experience Required:
CA(SA) accreditation is essential
8+ years in financial services
5+ years managerial experience
8 to 10 years commercial experience