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
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Lead and mentor the finance team, managing KPIs, workflows, and reviews
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Prepare monthly management accounts and quarterly consolidated board packs across multiple legal entities
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Own the full external audit cycle and ensure timely delivery of Annual Financial Statements
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Ensure FSCA regulatory compliance and reporting for Alpha Wealth and Alpha Private Capital
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Manage payroll processes, commissions, bi-annual bonuses, and related compliance
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Oversee treasury and cash management, including offshore funds and currency hedging
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Maintain strong relationships with bankers, auditors, insurers, and internal stakeholders
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Coordinate tax submissions, SARB compliance, company secretarial duties, and financial policy implementation
Candidate Profile
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Postgraduate accounting qualification preferred; professional registration with SAICA, CIMA, or SAIPA advantageous
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2 to 5 years of experience in a similar financial management role with team leadership
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Strong knowledge of IFRS, consolidation, multicurrency accounting, and regulatory requirements
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Proficiency in Xero and Microsoft Excel is highly desirable
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Exceptional planning, organizational, and communication skills
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Demonstrated ability to work under pressure and manage competing priorities
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Self-motivated, detail-oriented, and a proactive team player
