Finance Controller needed at Hire Resolve

Job Description

• A wealth management company is seeking a highly skilled Financial Controller to oversee and maintain accounting records, financial reporting, and support the Finance function. The ideal candidate will have strong technical accounting knowledge, attention to detail, and the ability to manage a small team while ensuring accurate and timely financial information across multiple entities.

Responsibilities 

Procurement and Suppliers

• Review primary source documents.
• Ensure adherence to policies, procedures, budget limits, and Levels of Authority regarding procurement.
• Conduct checks on completeness of supporting documentation and inform accountants of discrepancies.
• Provide feedback to Financial Manager on issues.
• Assist in other areas as required.

General Accounting Records and Reconciliations

• Review accounting records for material validity, accuracy, and completeness.
• Review fixed asset registers and periodic records including balance sheet reconciliations.
• Prepare reconciliation schedules for complex accounts and review schedules prepared by bookkeepers.
• Ensure intercompany processes are accurate and complete.
• Review payroll information and supporting documentation.
• Review instructions received from Group entities before implementation.
• Provide feedback to Financial Manager on problems.
• Assist in other areas as required.

Management Information

• Review management accounts, budgets, and other reports for accuracy and proper analysis.
• Prepare accurate budgets, update forecasts, and maintain supporting schedules on time.
• Develop management information reporting templates.
• Provide requested management information to executive management.
• Assist in other areas as required.

Sales Function

• Prepare and maintain revenue calculations with supporting documentation.
• Verify inputs for system-generated revenue calculations against approved sources (e.g., agreements).
• Maintain summaries of Assets Under Management, including movements.
• Provide feedback to Financial Manager on issues.
• Assist in other areas as required.

Treasury and Financial Soundness

• Review functions performed by bookkeepers and accountants.
• Take ownership of weekly and long-term cash flow preparation.
• Prepare calculations to monitor liquidity, cash holdings, CAR, and solvency.
• May authorize payments on the banking platform.
• Assist in other areas as required.

Taxation

• Review VAT reconciliations and working papers prepared by accountants.
• Escalate unresolved problems to Financial Manager.
• Review income tax computations and returns before submission to SARS.
• Prepare DWT returns.
• Ensure timely payment of all tax types and maintain valid tax clearance.
• Assist in other areas as required.

Audit and Year-End

• Provide auditors and management with required information in a timely manner.
• Prepare annual financial statements.

Special Projects

• Execute and monitor day-to-day project activities.

Strategic and Other Areas

• Participate in meetings and provide detailed, cluster-level analysis.
• Collaborate on policies and strategy development.
• Engage in limited negotiation with peers and subordinates.
• Present/train peers and subordinates.
• Assist in other areas as required.

Requirements 

• Degree in Accounting or equivalent (BCom or BCompt (Acc)).
• Completed articles and 3 years’ experience in bookkeeping/accounting as Accountant II, OR
• 10 years’ experience in bookkeeping/accounting functions.
• Accounting principles and practices
• Proficiency in Sage X3, Excel, Outlook, Word
• Attention to detail and accuracy
• Planning and organizing skills
• Ability to follow processes and procedures
• Problem analysis and solving
• Excellent communication skills
• Ability to work under pressure
• Methodical and focused
• Teamwork and collaboration
• Active learner