Finance Reporting Specialist

SUMMARY:
On the hunt for a Finance Reporting Specialist in JHB!

POSITION INFO:
This role sits at the centre of financial reporting, planning, and operational finance within a banking environment. It is designed for a finance professional who enjoys ownership, structure, and accountability - someone comfortable operating close to the numbers while still engaging senior stakeholders and influencing business decisions. The position offers strong visibility across divisions and direct exposure to executive leadership, making it ideal for a technically strong Finance Manager looking to deepen commercial and reporting expertise within financial services.

The successful candidate will thrive in a disciplined, deadline-driven environment where accuracy and analytical thinking are non-negotiable. This is not a purely strategic finance role; it requires hands-on involvement in month-end delivery, reporting integrity, budgeting coordination, and stakeholder engagement. In return, the role provides meaningful responsibility, autonomy, and the opportunity to become a key finance partner to multiple business units.

Reach out to:

Duties:
Management Reporting & Divisional Finance

• Prepare monthly divisional management information across lending portfolios.
• Finalise divisional trial balances and reporting packs for executive stakeholders including CFO and CEO.
• Analyse and report on key business drivers and financial performance metrics.
• Engage business units to compile weekly and monthly cashflow forecasts.
• Coordinate and challenge divisional forecasts, budgets, and financial submissions.
• Represent Finance at operational meetings within product divisions.
• Provide input into annual financial statements and regulatory reporting.
• Manage internal and external audit queries relating to divisions.
• Review work completed by direct report including journals, amortisation schedules, and transaction processing.

• Project manage the monthly management accounts and reporting cycle.
• Gather financial data from divisions while ensuring internal control compliance.
• Perform independent review and challenge of financial results.
• Coordinate reporting submissions to executive leadership and group.
• Investigate and request analysis of material variances.
• Finalise month-end close processes and enforce reporting cut-offs.
• Maintain consolidation structures, GL layouts, and reporting frameworks.
• Act as primary contact for management reporting matters and related audits.
• Support annual internal audit reviews relating to financial controls.

• Lead and coordinate the annual budget and 5-year forecasting process.
• Consolidate divisional submissions into group-level financial forecasts.
• Develop timelines, templates, and deliverables for budgeting cycles.
• Track progress against deadlines and ensure quality of submissions.
• Review divisional forecasts and challenge assumptions where required.
• Prepare consolidated budget packs for Board and Group reporting.
• Maintain version control of budgets and forecasts.
• Ensure accurate upload and reconciliation of budgets within financial systems.

• Matric (Grade 12)
• Relevant Finance or Accounting qualification.
• Strong knowledge of accounting principles and financial reporting practices.

• Minimum 3 years’ experience within the banking industry.
• Minimum 3 years’ experience in management reporting.

• Month-end financial reporting coordination
• Budgeting and forecasting processes
• Stakeholder reporting at senior management level
• Exposure to IFRS9 impairment reporting (review and analysis level advantageous).
• Experience with financial audits and regulatory reporting.
• Pastel Evolution experience advantageous.

• Strong analytical ability with exceptional attention to detail.
• Advanced Microsoft Excel capability.
• Ability to analyse complex financial matters and produce executive summaries.
• Strong stakeholder engagement and communication skills.
• High level of organisation and documentation discipline.
• Ability to work independently while managing competing deadlines.
• Strong time management and delivery focus in high-pressure environments.
• Problem-solving mindset with a solution-driven approach.
• Leadership capability with people management exposure.