Financial Manager

SUMMARY:
Join a Visionary Wealth & Investment Group as Their Next Financial Manager

POSITION INFO:

Financial Mastermind Wanted! Join a Visionary Wealth & Investment Group as Their Next Financial Manager

A dynamic, high-performance financial services group is on the hunt for a Financial Manager to join their ambitious and fast-growing team in Cape Town.

About the Client
This diversified financial group operates across Wealth Management, Family Office Services, Fiduciary & Tax Planning, and a cutting-edge Alternative Asset Management division, managing portfolios in private equity, venture capital, property, private credit, and corporate finance. The culture is flat, fast, and high-achieving — valuing output over titles and innovation over bureaucracy.

The Role: Financial Manager (Opco’s)
The successful candidate will report directly to the Group CFO and serve as a critical driver in managing the financial operations of multiple subsidiaries. They will take ownership of financial reporting, audits, stakeholder reporting, cash management, and regulatory compliance — all while leading a small finance team and collaborating closely with investment and operations leaders.

Key Responsibilities

• Lead and mentor the finance team, managing KPIs, workflows, and reviews

• Prepare monthly management accounts and quarterly consolidated board packs across multiple legal entities

• Own the full external audit cycle and ensure timely delivery of Annual Financial Statements

• Ensure FSCA regulatory compliance and reporting for Alpha Wealth and Alpha Private Capital

• Manage payroll processes, commissions, bi-annual bonuses, and related compliance

• Oversee treasury and cash management, including offshore funds and currency hedging

• Maintain strong relationships with bankers, auditors, insurers, and internal stakeholders

• Coordinate tax submissions, SARB compliance, company secretarial duties, and financial policy implementation

Candidate Profile

• Postgraduate accounting qualification preferred; professional registration with SAICA, CIMA, or SAIPA advantageous

• 2 to 5 years of experience in a similar financial management role with team leadership

• Strong knowledge of IFRS, consolidation, multicurrency accounting, and regulatory requirements

• Proficiency in Xero and Microsoft Excel is highly desirable

• Exceptional planning, organizational, and communication skills

• Demonstrated ability to work under pressure and manage competing priorities

• Self-motivated, detail-oriented, and a proactive team player