Key Responsibilities

Measure, Coach, Praise, or Discipline Team Leaders, Power Partners, and Service Providers in cooperation with the Operations Manager.

Transaction Feasibility & Budget Management

• Use and improve current detailed financial feasibility and budgets for all property transactions (Owner Assist, Sales, and Wealth Assist projects).
• Participate with the REO Assist Team daily to review new transactions.
• Model projected cash flows, returns, and costs for each deal.
• Present financial feasibility to the Risk Committee meetings of each transaction.

Budget vs Actual Management

• Maintain live financial tracking for each transaction — continuously updating comparisons of budgeted vs actual costs and income.
• Identify variances early, explain causes, and propose corrective measures.
• Provide weekly or bi-weekly deal financial health reports to the Operations Manager.

Stakeholder Coordination

• Collaborate with external professionals — attorneys (conveyancers), debt recovery teams, and finance partners — to ensure accurate and timely transaction reporting.
• Work closely with internal teams (Realty Management, Sales, Wealth Assist, and Owner Assist) to verify and reconcile all deal-related financial data.

Cash Flow & Forecasting

• Monitor deal-specific and consolidated cash flow forecasts.
• Flag potential shortfalls or overages, ensuring proactive planning.
• Assist in structuring deal funding requirements and drawdown schedules.

Reporting & Oversight

• Produce clear, concise, and accurate transaction-level financial reports.
• Support management with decision-making through scenario analysis and risk identification.
• Ensure compliance with internal controls and financial documentation standards.

Qualifications & Skills

• Bachelor’s degree in Accounting, Finance, or related field (CIMA/CA(SA) preferred).
• 5+ years’ experience in property finance, project finance, or financial analysis.
• Strong Excel and financial modeling skills.
• Experience coordinating with external stakeholders (attorneys, debt recovery, property sales).
• Strong attention to detail, analytical ability, and communication skills.

Key Performance Indicators (KPI + Target / Measures below)

• Accuracy of transaction feasibilities: ≤ 5% variance between forecasted and actual project outcomes
• Timeliness of financial updates: All active transactions updated weekly with full budget vs actual reconciliation
• Stakeholder coordination: Positive feedback from internal & external partners (measured quarterly)
• Reporting accuracy: Zero material reporting errors detected in audits or reviews
• Variance management: All variances >10% explained and corrected within 7 days
• Cash flow forecast accuracy: ≥ 90% accuracy per quarter
• Deal profitability visibility: 100% of active transactions tracked with real-time profitability dashboards