Wealth Manager
Full-time
Recruite Agency
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The purpose of this Wealth Manager role is to conduct comprehensive financial analysis and modelling to support business cases and oversee preparation and presentation of accurate monthly management accounts.
You will be based at the Centurion operation in Gauteng. You will be given real responsibility and the trust to run with it. Ongoing training and mentorship are provided to help you reach your potential. Send your CV through today and take the first step towards this opportunity.
The role carries deadline-driven reporting cycles, particularly around month-end and year-end.
Responsibilities
- Conduct comprehensive financial analysis and modelling to support business cases for capital investments, acquisitions, and new ventures.
- Ensure full compliance with all tax legislation and regulatory requirements, managing preparation and submission of all tax returns.
- Mentor and develop finance team members, conducting performance reviews, identifying training needs, and fostering continuous improvement.
- Analyse credit applications and financial statements to assess creditworthiness and make recommendations on lending decisions.
- Provide strategic financial advice to senior management and the board on financial performance, risk, and growth opportunities.
- Manage cash flow and working capital effectively, including preparing cash flow forecasts and managing banking relationships.
- Lead and manage the external audit process, preparing audit files, responding to queries, and ensuring timely sign-off of financial statements.
Requirements
- Exceptional interpersonal and communication skills to influence and build relationships with stakeholders at all levels.
- Strong commercial awareness and business acumen to understand the broader context of financial decisions.
- In-depth knowledge of International Financial Reporting Standards, tax legislation, and the Companies Act in South Africa.
- A professional accounting or finance qualification such as CA(SA), CIMA, CFA, ACCA, or an equivalent recognised designation.
- A bachelor's degree in accounting, finance, or economics with an honours degree or postgraduate qualification strongly preferred.
- Advanced proficiency in financial modelling and analysis using Microsoft Excel including building integrated three-statement models.
Qualifications
Chartered Accountant CA(SA) or CIMA QualificationVacancy posted 16 hours ago
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