Financial Planning and Analysis

• Leadership role in Corporate Finance involving investments and managing large projects
• Individually accountable for achieving results through a team
• Responsible for leading projects within major projects undertaken by Corporate Finance
• Provides technical and strategic advice, project management, and assistance across business segments
• Collaborates with stakeholders using expert knowledge and problem-solving capabilities
• Encompasses transaction-related work and corporate actions

Corporate Finance Manager

• Provide personal financial advice to clients regarding short-term insurance
• Build and maintain relationships with clients
• Identify clients' financial goals and objectives to tailor solutions

Financial Adviser – Short Term Specialist

• Provide advice on a specific range of products to a specific allocated market
• Carry out standard customer service activities and handle simple customer inquiries
• Assess compliance with established standards and protocols for routine inquiries
• Receive visitors and assist with various requests for information
• Ensure that basic customer details held in the system are accurate
• Interview the customer, following a multilevel sales script
• Make calls to allocated potential customers to develop relationships
• Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards
• Carry out routine business development support tasks
• Identify potential customers by obtaining information, referrals, and recommendations from existing customers
• Select appropriate data from information provided by others and input that data into spreadsheets or standard formats

Financial Consultant

• Participate in the financial accounting, management, and statutory reporting function of the Santam group
• Produce timeous and accurate financial results in the general ledger and consolidation system
• Support key activities such as month-end activities, account reconciliations, and internal financial controls
• Manage stakeholders, information contributors, and processes

Group Financial Accountant

• Maintain full responsibility for digital accounting processes / administration up to management accounts level, collaborating with a Chartered Accountant to ensure regulatory alignment.
• Generate and issue professional client quotations efficiently to support business development.
• Manage debtor portfolios actively by implementing diligent follow-up procedures on outstanding payments to optimize cash flow.
• Administer the monthly payroll function accurately to ensure timely employee remuneration.
• Compile, verify, and execute statutory submissions including VAT, PAYE, and related statutory filings to maintain regulatory compliance.
• Coordinate personnel and fleet vehicle administration to support smooth business operations.
• Communicate professionally and articulately with all corporate stakeholders via telephonic calls, email, and WhatsApp platforms.

Finance Administrator

• Develop and maintain integrated financial models across a range of disciplines including M&A, debt and equity fundraising, valuations and bespoke client requirements
• Build models (cash flow, operational and decision-support models) using financial modelling best practices
• Work closely with multidisciplinary teams across M&A, Debt Advisory, Transaction Services and Valuations on client engagements
• Analyze and manipulate complex datasets and leverage tools such as Power BI, Alteryx or equivalent to deliver meaningful insights
• Build strong relationships with clients and contribute to the delivery of high-quality, commercially focused advice.

Financial Modeller

• As Junior Financial Accountant, you will play critical role in ensuring the accuracy and reliability of financial data and reporting processes whilst adhering to regional compliance and reporting requirements [including audits and local filings].
• Your role involves working closely with the finance team to maintain detailed ledgers, monitor financial data, and prepare accurate reports and external reporting.
• The priority for this role is to support the monthly close process, manage cash flow reporting, and ensure compliance with financial regulations and standards.
• You will work within the Global Finance Team, working closely with the Operations Teams on shared projects and objectives.
• Contribute to the monthly close process for global business entities, including preparation of monthly schedules, journals, and analytical reviews.
• Self-reviewing monthly accounts and proactively adjusting as required.
• Perform balance sheet reconciliations and liaise with local accountants to ensure accurate financial data.
• Prepare VAT returns and manage corporate member schemes.
• Conduct intercompany reconciliations and oversee subsidiary funding.
• Manage monthly bank closures, including revaluations.
• Maintain asset registers and account for depreciation monthly.
• Oversee prepayments and accruals.
• Manage credit card reconciliations and accounts payable functions.
• Take ownership of, and oversee all local filing requirements, ensuring all audits and submissions are completed within the required timeframes.
• Liaise with other members of the finance team to ensure all external submissions are made timeously to allow for timeous audit completion and local filings.
• Improve and maintain the cash flow tool for global regions.
• Own and manage regional cash flow forecasts.
• Document cash flow variances against budgets where these are true variances that warrant the attention of the Group Financial Controller.
• Deliver cash flow reports and ensure banking controls are adhered to.
• Own and manage regional payables process, ensuring timeous payment of suppliers and staff with supporting statement reconciliations as applicable.
• Process payroll for relevant entities, including payments, journal entries, and reconciliations.
• Submit payroll-related documentation to authorities.
• Ensure compliance with local and international financial regulations.
• Support the finance team during audits and prepare necessary deliverables.
• Collaborate with local management and the global finance team.
• Support the Head of Accounting and Group Financial Controller in ad-hoc projects as required.
• Drive automation within the regional accounting processes, taking ownership of process improvements.

Junior Financial Accountant

• Helping people achieve their financial goals.
• Building and growing a rewarding career.
• Developing and maintaining client relationships.
• Delivering outstanding customer service.
• Meeting all relevant vetting requirements.

Financial Adviser

• Manage the day-to-day financial operations of the company.
• Prepare, analyze, and present accurate monthly, quarterly, and annual financial statements.
• Oversee all aspects of accounting, including accounts payable, accounts receivable, payroll, and reconciliations.
• Ensure compliance with financial regulations, tax requirements, and company policies.
• Implement and monitor internal controls to safeguard company assets.
• Utilize QuickBooks for financial reporting, budgeting, and forecasting.
• Lead, mentor, and manage a team of finance professionals to ensure accuracy, efficiency, and growth.
• Collaborate with senior management to develop financial strategies and support business decisions.
• Monitor cash flow, manage budgets, and provide insights on financial performance.

Finance Manager

• Advise clients on financial matters
• Manage client portfolios
• Build and maintain client relationships
• Conduct financial assessments of clients
• Stay updated on financial products and regulations
• Collaborate with team members for client service excellence

Financial Adviser Campaign

• Coordinate financial and administrative activities across approximately 15 skilled nursing facilities.
• Manage patient billing, insurance administration, payment collections, and family follow-up.
• Liaise with families, internal departments, insurance providers, Social Security, Medicaid, and other external agencies.
• Manage multiple active cases and projects simultaneously while ensuring deadlines are met.
• Research, investigate, and independently resolve complex financial and administrative issues.
• Track outstanding matters and proactively drive them through to completion.
• Ensure documentation is accurate, complete, and compliant, recognizing that even minor errors can have significant financial or regulatory implications.
• Communicate regular progress updates and escalate issues where appropriate.
• Assist with operational improvements and support broader finance and administrative initiatives as the department grows.

Finance Coordinator

• Ensure smooth financial and operational workflows that enable fast, confident growth.
• Maintain accurate financial records and reports to support leadership decisions.
• Drive process improvements that reduce manual work, prevent errors, and scale operational efficiency.
• Support payroll, compliance, and contractor management to maintain a seamless talent experience.
• Enhance team productivity and cross-functional collaboration through effective use of tools and systems.
• Maintain accurate financial records and reconcile accounts across banks, payment platforms, and credit cards.
• Prepare and issue invoices, track receivables, and process payments for vendors, contractors, and talent.
• Support budgeting, forecasting, and monthly financial reporting for leadership visibility.
• Manage compliance documents (W9, W8BEN, tax forms) and ensure accuracy for audits and filings.
• Track bonuses, payroll timelines, and SOP adherence to maintain financial consistency.
• Identify gaps or bottlenecks in financial and backend workflows.
• Implement solutions that improve efficiency and reduce errors.
• Standardize templates, trackers, and reporting structures for consistent operations.
• Recommend and deploy automation tools where appropriate.
• Partner with leadership on special projects and operational initiatives.
• Support onboarding of new team members and contractors.
• Collaborate with finance, HR, and operations teams to ensure process alignment.

Finance Operations Associate

• Lead the finance function and take ownership of its performance, maturity and credibility.
• Work closely with the Finance Manager and broader finance team to strengthen the quality, timeliness and usefulness of financial reporting and analysis.
• Provide senior oversight, review and guidance without simply taking the work away from the team.
• Clarify roles, responsibilities and review processes across the finance function.
• Develop the finance team's capability through coaching, structured review, and practical support.
• Build a culture of accuracy, accountability, early escalation and continuous improvement.
• Provide leadership on corporate and commercial finance matters.
• Own the quality, integrity and reliability of Quro Medical’s financial information.
• Oversee monthly management accounts, statutory reporting, audit, tax, cash-flow reporting, balance-sheet review and financial controls.
• Interrogate the numbers before they are presented to the CEO, executive team, Board or shareholders.
• Ensure that material movements, risks, assumptions and accounting judgements are understood and clearly explained.
• Strengthen reporting disciplines, review processes, governance frameworks and internal controls.
• Maintain confidence in the numbers through appropriate preparation, review and sign-off processes.
• Lead the annual budget, reforecasts and rolling financial planning processes taking into account strategic business priorities, constraints and emerging economic trends.
• Establish a disciplined monthly performance rhythm across actual results, budgets, forecasts and management actions.
• Ensure variance analysis explains what happened, why it happened, what it means and what needs to be done.
• Connect financial results to the underlying drivers of the business, including volumes, utilisation, staffing, pricing, customer mix, scheme performance and product profitability.
• Help the executive team move from reporting performance to actively managing performance.
• Partner with the CEO and executive team on the financial and commercial questions that matter most.
• Provide analysis and recommendations on pricing, margins, customer economics, scheme performance, product profitability, cost-to-serve and growth opportunities.
• Build and review financial models for new products, partnerships, contracts, markets and investment decisions.
• Ensure strategic and commercial decisions are financially sound, properly governed and linked to measurable outcomes.
• Serve as the senior finance voice in engagements with the Board, shareholders, auditors, funders, advisers and other relevant stakeholders.
• Prepare and review Board papers, shareholder reports, financial updates, investment cases and decision submissions.

Head of Finance

• Oversee day-to-day financial operations including accounts payable, receivable and payroll
• Prepare accurate monthly management accounts, cash flow forecasts and variance analyses
• Lead the annual budgeting process and support quarterly reforecasting cycles
• Manage and develop the finance team ensuring accuracy and deadline adherence
• Ensure full compliance with financial reporting standards, tax obligations and internal controls
• Partner with senior leadership on financial planning, investment decisions and cost management

• Assist in preparation of regulatory returns and their submissions
• Preparation of data analytics for all reporting
• Assist in the fixed asset recording and reconciliation
• Preparation of reconciliations in an innovative and user-friendly format
• Assist in the preparation of annual audited report and its schedules
• Assist in both group and statutory reporting on monthly, quarterly, annual and ad-hoc basis
• Support in regulatory efficiency project/s

Finance Analyst

• Serve as a strategic finance partner to clients; understand their vision, business model, and key goals.
• Analyze financial performance and deliver insight-driven recommendations to fuel growth and operational efficiency.
• Translate complex financial data into strategic narratives that drive business action and clarity.
• Collaborate with internal teams and provide mentorship to junior staff to maintain high standards of client delivery.
• Provide forward-thinking solutions to nuanced business challenges across a range of industries.
• Lead client meetings and workshops with clear, actionable outputs tied to strategic objectives.

Strategic Financial Manager

• Financial management: monthly management accounts and board packs, cash flow, payment approvals, forex management (alongside the bookkeeper), financing facilities and P&L ownership.
• Stock control and planning, ordering and lead-time management, costing and price lists, supplier and accessory negotiations.
• Oversight of the admin team, plus sales and service reporting and systems discipline (CRM).
• Identifying and implementing systems to automate manual work, with a real appetite for integrating systems and using technology and AI to make the business more efficient.

Finance/Operations Manager – Industrial Equipment

• Champion our valued customers to achieve their lifetime goals by identifying their financial needs.
• Provide sound financial advice, recommending and implementing 'fit for purpose' financial plans and solutions.

Aspiring Financial Adviser

• Champion our valued customers to achieve their lifetime goals by identifying financial needs
• Provide sound financial advice
• Recommend and implement fit for purpose financial plans and solutions
• Responsible for the procurement of new business
• Expand sales of products and services with existing customers

Commissioned Financial Adviser

• championing our valued customers to achieve their lifetime goals
• identifying financial needs
• providing sound financial advice
• recommending and implementing financial plans

Financial Planning and Analysis jobs in South Africa

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Corporate Finance Manager

Financial Adviser – Short Term Specialist

Financial Consultant

Group Financial Accountant

Finance Administrator

Financial Modeller

Junior Financial Accountant

Financial Adviser

Finance Manager

Financial Adviser Campaign

Finance Coordinator

Finance Operations Associate

Head of Finance

Finance Manager

Finance Analyst

Strategic Financial Manager

Finance/Operations Manager – Industrial Equipment

Aspiring Financial Adviser

Commissioned Financial Adviser

Commissioned Financial Adviser