Confluent Services, a Financial Services group based in Cape Town, seeks a newly qualified CA(SA) to join the finance team as a Financial Analyst. The successful candidate will report directly to the Financial Analytics Manager.

This is an excellent opportunity for a newly qualified CA(SA) to step into a broad, hands-on finance role within a dynamic financial services business. You will take ownership of the financial management and reporting of a platform business, assist with revenue and marketing month-end processes.

This is a role for someone who takes pride in producing excellent work and is commercially curious.

Key Responsibilities 

Financial Reporting & Analysis

• Prepare and review monthly management accounts for platform business unit/s
• Prepare and present financial review inserts with commentary for monthly management committee and quarterly board meetings
• Perform and review general ledger account reconciliations
• Manage the annual budget and produce quarterly forecast updates
• Assist in preparation of annual budget
• Direct data team in creating new BI dashboards or reports, reviewing reports for accuracy and completeness during set-up
• Assessing current month-end processes and workbooks for ways to improve efficiency, automation and accuracy (with the use of AI, Power Query, other)
• Managing and maintaining quarterly platform profitability analysis for inclusion in board pack
• Act as the primary finance contact for internal/external auditors on allocated areas
• Explain processes, provide supporting documentation, and resolve audit queries timeously
• Maintain accurate records and workpapers in line with audit requirements
• Perform ad hoc analysis on request from senior stakeholders

Essential Requirements

• Newly or recently qualified CA(SA)
• Be fluent in spoken and written English
• Have strong planning, organizing and time management skills
• Be able to work independently as well as be a team player
• Ability to manage multiple deliverables and competing deadlines
• Have strong communication and interpersonal skills
• Be self-motivated, by taking initiative and interest in the job, and obtaining satisfaction from the achievement of a job well done
• Strong technical accounting foundation
• High attention to detail and accuracy
• Proactive communicator

Advantageous

• Experience in financial services, or platform businesses
• Highly proficient in excel, interest in learning how to implement automation and using AI to increase efficiency and accuracy of output
• Comfortable working with large datasets
• Prior exposure to working with data analysts to build and check BI reports/dashboards