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We are looking for a Financial Manager - Financial Planning in Lourensford Estate

Job Description - We are looking for a Financial Manager - Financial Planning in Lourensford Estate


Job Description


Financial Manager | Somerset West


Location: Somerset West
Working Arrangement: Hybrid – part office, part remote
Hours: 5 hours per day
Industry: Financial Services / Investment Management


A unique part-time Financial Manager opportunity


A boutique, family-owned investment consulting and management company, based in the beautiful Lourensford Farm area of Somerset West, is looking for an experienced Financial Manager to join its young and close-knit team.


This is a particularly attractive opportunity for an experienced accounting professional who wants to work in a professional financial services environment while enjoying a five-hour working day and hybrid flexibility.


The successful candidate will take ownership of a broad range of financial responsibilities, including monthly management accounts, bookkeeping, payments, VAT and SARS submissions, financial reporting and general financial administration.


Key Responsibilities




  • Manage the day-to-day financial operations of the business




  • Oversee bookkeeping, accounts payable and accounts receivable




  • Prepare monthly management accounts




  • Perform monthly bank reconciliations and ensure the accuracy of financial information




  • Monitor and analyse financial transactions and investigate discrepancies




  • Prepare and submit VAT and tax returns




  • Process daily payments




  • Assist with budgeting and forecasting




  • Maintain accurate and up-to-date financial records




  • Assist with annual audits and tax filings




  • Maintain relevant statutory records




  • Provide financial analysis and recommendations to management




  • Assist with financial responsibilities relating to associated entities and the company's charitable trust




  • Provide flexible financial support across the business as required




Requirements




  • Bachelor's degree in Accounting, Finance or a related field




  • Minimum 3 years' professional accounting experience




  • Strong knowledge of accounting principles, practices and regulations




  • Proficiency in Sage Online is essential




  • Knowledge of South African tax laws and regulations




  • Strong Excel and general computer skills




  • Excellent analytical and problem-solving ability




  • High level of accuracy and attention to detail




  • Strong organisational and time-management skills




  • Ability to work independently and as part of a small team




  • Good communication and interpersonal skills




Advantageous




  • BCom or other relevant accounting qualification




  • Previous experience within the financial services or investment management industry




  • Experience with South African tax and SARS requirements




  • Experience preparing management accounts, budgets and forecasts




The Person


We're looking for someone who is hands-on, dependable, highly organised and detail-oriented, with the confidence to take ownership of the finance function.


You'll need to be comfortable working independently, solving problems and adapting to different responsibilities within a smaller business environment.


The successful candidate will enjoy working as part of a young, collaborative team and will have the maturity and professionalism to handle sensitive financial information with discretion.


Why consider this opportunity?




  • 5-hour working day




  • Hybrid working arrangement




  • Boutique, family-owned financial services environment




  • Somerset West location




  • Opportunity to take genuine ownership of the finance function




  • Small, collaborative and professional team




  • Exposure to the investment consulting and management industry




Interested?


If you're an experienced accounting professional looking for a flexible Financial Manager opportunity in Somerset West, this could be an excellent fit.


Apply with your CV to find out more about the company and the opportunity.


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