Financial Manager

SUMMARY:
This firm is a dynamic investment company with a focus on providing tailored financial solutions and portfolio management across multiple jurisdictions. Known for its innovative approach to structuring investments, the firm operates in a fast-paced, high-integrity environment and serves a diverse base of private and institutional clients.

POSITION INFO:
The Finance Manager will be a key player in overseeing the day-to-day financial operations, ensuring compliance, managing legal and tax structuring of investments, and applying knowledge of cross-border finance, including immigration-related financial planning. The ideal candidate will be a qualified finance professional with post-article experience, exceptional analytical skills, and a keen understanding of investment vehicles, legal frameworks, and international mobility.

Key Responsibilities
Financial Management & Accounting:

• Manage full accounting function including month-end close, reconciliations, journal entries, and preparation of management accounts.
• Draft and finalise financial statements in line with IFRS.
• Oversee cash flow management, budgeting, and forecasting.
• Supervise payroll processing and ensure statutory compliance.
• Prepare audit packs and manage audit processes.

• Assist in drafting and reviewing legal and financial documentation related to investment structures.
• Work closely with legal counsel and tax specialists on entity formation, restructuring, and compliance.
• Support the CFO with setting up and administering trusts, investment holding companies, and offshore vehicles.

• Apply financial and regulatory knowledge in support of clients’ immigration and relocation plans.
• Liaise with advisors on tax residency issues, exchange control regulations, and cross-border structuring.
• Ensure all financial documentation aligns with immigration applications, including source of funds and wealth reports.

• Ensure VAT, income tax, and other statutory returns are submitted timeously.
• Monitor regulatory changes impacting financial reporting and structuring.
• Assist with internal compliance procedures and maintain accurate financial records for audits and inspections.

• Collaborate with investment, legal, and compliance teams to ensure operational alignment.
• Support management with financial insights and scenario planning for new investment opportunities.
• Mentor junior staff and contribute to building a best-in-class finance function.

• BCom Degree in Accounting or Finance (essential), with completed SAICA or SAIPA articles
• 5+ years post-article experience, preferably in financial services or investment management
• Exposure to legal structuring, tax planning, and/or working with high-net-worth clients