Role Description

• Manage and run the regional South Africa and UK TA Finance Function.
• Review and approve key month end financial reconciliations.
• Prepare tax calculations and regulatory returns.
• Ensure B- BBEE compliance, candidate must have a good understanding of B-BBEE.
• Managers and submits treasury requirements to group.
• Managers the statutory and group audits of the entity.
• Build reports and perform data analysis.
• Formation of client charge models (rate cards) and analysis of costs attributed to these services.
• Attend operational meetings with managers and respond to finance related queries.
• Reviewing, monitoring, and managing budgets
• Develop and prepare monthly costing model.
• Assist with the preparation of annual budgets and the budgeting process.
• Ensure that all the appropriate internal controls are always functioning effectively.
• Assist team in terms of problem resolution and troubleshooting.
• Manage and ensure high standard of service delivery to clients and key stakeholders.
• Liaise with and build effective communication between departments.
• Preparation and analysis of monthly management reports
• Producing financial reports related to budgets, account payables, account receivables, expenses etc.

People

• Develop mentor and coach team leaders.
• Develop accounting, internal control and business knowledge within the team.
• Effective productivity and capacity management.
• Performance manages the finance team and structure work allocation.

Strategy

• Design/review/implementation of best practice for structure of accounts, reconciliations, and reports.

Organizational Design

• Regional finance function within South Africa

Team Responsibilities

• The team is responsible for maintaining and preparing financial information for the SA region and UK TA

Specific Role Responsibilities

• Managing all the outputs of the SA regional finance team
• Reporting monthly group results to the group team
• Ensuring all statutory requirements are met i.e. Tax, BBEEE
• Working closely with the regional CFO and ensuring all finance reporting is done accurately.

Experience and skill set required

• Ability to build reports and perform data analysis (Great advantage).
• Proven experience as a Financial Accountant/Manager
• Experience in the financial sector (at least three years)
• Extensive understanding of financial trends both within the company and general market patterns
• Proficient user of finance software
• Strong interpersonal, communication and presentation skills
• Able to manage, guide and lead employees to ensure appropriate financial processes are being used.
• The role requires the successful candidate to be able to work closely with a global finance team.
• Qualified CA/ Completed Articles (non-negotiable)

About FNZ

FNZ is a global FinTech firm, transforming the way financial institutions serve their wealth management customers. We partner with banks, insurers, and asset managers to help people achieve their financial goals through our unique combination of technology leadership, innovation, and asset servicing.

Our services enable our clients to provide best-in-class wealth management solutions to financial advisers, end-investors, and the workplace. We pride ourselves on creating solutions that are flexible, transparent and scalable, reflecting the latest market, demographic and regulatory trends worldwide.

FNZ has experienced exceptional growth in the past decade, both in terms of assets-under-administration and also through the substantial expansion of our international footprint.

Today, we are responsible for over £400 billion in assets-under-administration, held by around seven million customers of some of the world’s largest financial institutions, including Standard Life Aberdeen, Barclays, Lloyds Banking Group, Aviva, Quilter, HSBC, Santander, Vanguard, Generali, Zurich, UOB, UBS, National Australia Bank and BNZ. 

In total, we partner with over 60 financial institutions globally and employ over 2,000 people in the United Kingdom, Australia, New Zealand, Germany, China, Singapore, Hong Kong and the Czech Republic.

The company is owned by a combination of CDPQ-Generation, the unique sustainable equity partnership and FNZ employee shareholders.

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. 

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. 

We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).

Together with our customers, we help over 20 million people from all wealth segments to invest in their future.