Wealth Management Associate
Cape Town, Western Cape | Conova Recruitment
Posted 2 days ago
Job Description
Key Responsibilities :
- Prepare and collate new client onboarding documentation
- Oversee the management and updating of client CRM profile
- Liaise with external and internal providers on client specific queries
- Resolve and manage admin related queries or issues with clients directly
- Manage preparation of client review packs
- Apply basic knowledge of the FAIS General Code of Conduct in daily work
- Draft and / or check Record of Advice and Replacement disclosure forms
- Ensure CDD is done on all clients based on their risk profile according to FICA and company RMCP
- Ensure a basic level of product knowledge by keeping up to date with products
- Compile proposal documents based on the Wealth Manager instruction and recommendations
- Compile a financial needs analysis and retirement needs analysis based on Wealth Manager guidelines
Requirements :
Commerce or financial degree (advantageous)3-5 years experience in the financial planning environment assisting Family Officers and / or Wealth Managers and / or Financial AdvisorsCFP designation (advantageous)RE5 (advantageous)Experience in and solid understanding of the financial planning environment, FAIS (CAT II advantageous), and FICAMS Office SuiteXPlan (advantageous)Ability to prioritise, organise and plan around large amounts of informationHigh attention to detailKeen interest in Fintech systemsIs this job a match or a miss?
Milnerton, Western Cape | R1,500,000 - R2,500,000 per year | Astron Energy (Pty) Ltd.
Posted today
Job Description
The Senior Financial Analyst - Refinery is a key member of the Refinery Finance Team with responsibilities for the preparation of the annual budgeting, monthly forecasting, and monthly reporting of refinery business performance. The incumbent is also responsible for monthly financial analysis of refinery gross margin, performing in-depth price and volume variance analysis of actuals vs budget / forecast. This role requires close collaboration with the refinery gross margin planner in Business Excellence who prepares the gross margin budget / forecast. The incumbent supports special projects as they arise, performs deep-dive analysis into various focus areas, leads continuous improvement initiatives on finance, provides training / guidance on finance matters to the various refinery departments and is the back-up for the Refinery Finance Manager. The position interacts with all levels of staff and requires building collaborative relationships quickly, influencing outcomes and driving for results.
Prepares monthly Gross Margin analysis of refinery production income vs business plan and reforecast expectations, including price and volume variance analysis with related commentaries.Ensures accuracy of refinery transfer pricing entries in SAP through comparison to gross margin calculationsCollates Availability and Utilisation and other KPIs from Commercial department for inclusion in monthly reporting and validates explanations provided for reasonability.Responsible for ensuring accuracy of gross margin reporting in SAP Analytics Cloud (SAC) system.Coordinates the annual business plan and monthly reforecasting of refinery's gross margin. Works side by side with refinery's gross margin planner to ensure deadlines are met and validates the inputs received from the gross margin planner to ensure accuracy.When required, acts as interface between Oils Accounting and Refinery Commercial departments during month-end, assisting in resolving discrepancies on product yields and driving month-end to a close.Financial and Management Reporting :
Prepares all required monthly, quarterly, and annual financial reports and variance analysis of actual results vs business plan / forecast for the refinery for submission to the FP&ACollates, validates, and reports on various refinery Key Performance Indicators monthly.Business Planning, Forecasting and Performance Reporting :
Coordinates, consolidates, and prepares the presentation deck supporting the annual business plan for the refinery business unit. Ensures the business plan is reasonable by conducting analysis and facilitating discussions with department heads and challenging their proposed business plans.Coordinates, consolidates, and prepares the presentation deck supporting the monthly reforecast for the refinery business unit.Responsible for the submission of the annual business plan / monthly forecast into SAP Analytics Cloud system and validation of accuracy of final product.Attends monthly Business Teams performance meetings as Finance representative responsible for explaining gross margin and fuel cost KPIs. The role also supports Opex analysts in the team in answering queries from business and driving cost control / Opex management at the refinery.Prepares deck on monthly business performance and leads presentation thereof to the Refinery Leadership Team (RLT) at monthly business performance governance meeting.CAPEX reporting
Reviews capex reporting prepared by the Refinery Capex planner for reasonability and supports Refinery Capex planner with guidance to ensure that reporting requirements to stakeholders are met.Customer Perspective
Supports the reporting requirements to shareholders, EXCO, RLT and other refinery stakeholders.Leads the finance presentation at the monthly business performance governance meeting.Represents Finance in the Extended Leadership Team at RefineryWill be sought out to support Refinery initiatives and priorities from a financial perspective from time to time.Internal Processes and Special Projects
Participate in special projects as directed by Refinery Finance Manager. Projects may require economic / decision analysis, guidance on accounting policy, and internal control assessments and guidance. Projects are generally focused on continuous improvement initiatives.Month-end Coordination :
Prepare, distribute, and coordinate / manage the refinery's monthly reporting schedule to ensure all deadlines are metSupport the business in resolution of complex vendor / payment queries and act as interface between refinery business unit and Procurement and Accounts Payable departments.Assist the business with SAP data requests.Support the Refinery Finance Manager with resolving queries from CoCT, ESKOM, TNPA and other bills that are sent directly to Refinery Finance team.Support the Refinery Finance Manager in providing oversight over the Refinery Warehouse\'s adherence to internal controls for warehouse inventory, ensuring compliance is achieved with UKCR and AE\'s accounting policy.People Management
As senior member of the refinery finance team this role is expected to guide, coach, and support the analysts in the team and assist them with the resolution of any complex queries.Actively influence the Refinery Leadership Team (RLT) and Extended Leadership Team (ELT) at the refinery on finance-related initiatives and objectives.Stand-in for the Refinery Finance Manager as and when required. May be required to review manual journals and account reconciliations of opex analysts on ad-hoc basis.Minimum Qualifications And Experience Required
Fully qualified CA (SA) or CIMAMinimum of 3 years\' post qualification accounting experience essential. Preference will be given to candidates with 5+ yearsExternal auditing experience strongly preferredOil and gas industry or similar manufacturing experience strongly preferredStrong analytical and problem-solving skillsStrong interpersonal and presentation skillsAbility to take initiative and grow with the businessIs this job a match or a miss?
Financial Operations Analyst
Newlands, Western Cape | Pedros Flame Grilled Chicken
Posted today
Job Description
Role Purpose
The Financial Operations Analyst will provide financial and analytical oversight to Pedros corporate stores, ensuring optimal cost structure, strong inventory and cash management controls, accurate financial reporting, and continuous process improvement. The role will partner closely with operations to drive efficiency, improve performance, and support strategic decision-making across the business.
Key Responsibilities
1. Optimisation & Cost ManagementIdentify opportunities to reduce cost structures through :Strategic redesign of services and related costs.Business and operational process improvements.Smarter sourcing strategies (outsourcing, co-sourcing, in-sourcing).Improved asset management.Improve the overall management of financial, human and operational resources.Contribute to financial planning processes with strategic analysis and recommendations.Support the development of medium to long-term financial plans aligned to business objectives.2. Inventory OversightMonitor daily and weekly stock counts against theoretical inventory systems.Analyze and report on variances, documenting root causes and remedial actions.Collaborate with operations to ensure accurate stock movement records.Prepare and review monthly inventory reports for management approval.3. Cash ManagementPrepare daily and weekly cash summaries for operational review.Reconcile cash transactions and ensure adherence to treasury policies.Support stop payment requests, vendor refunds, and abandoned property resolutions.4. Financial Analysis & ReportingAnalyse operational costs and identify cost-saving opportunities.Generate and distribute weekly, monthly, and quarterly financial performance reports.Conduct variance analysis and provide clear, actionable recommendations to stakeholders.Support budgeting and forecasting where required.5. Compliance & Process ImprovementEnsure adherence to financial, operational, and stock control procedures.Maintain accurate documentation for audits and internal reviews.Identify and implement process improvements to enhance efficiency, accuracy, and control.Qualifications & Experience
Bachelor's Degree in Finance, Accounting, Business Analytics, or related field.3–5 years' experience in financial analysis, operations finance, or similar role (retail or FMCG experience advantageous).Strong understanding of inventory and cash control processes.Experience in financial reporting, KPI tracking, and variance analysis.Advanced proficiency in Excel and financial / reporting systems.Is this job a match or a miss?
Posted today
Job Description
Your Team Responsibilities
In this role you will be responsible for the identification, aggregation and reporting of liquid market fund exposures. Data is compiled through the examination and analysis of fund manager reporting and other resources. This information helps our institutional asset owner clients better understand their portfolio composition as well as measure investment performance and risk.
Your Key Responsibilities
Detailed review and analysis of liquid market fund financial reporting and online resources to accuratelyIdentify relevant fund and position level financial data.Capture, enhance and maintain large volumes of financial data.Develop an in-depth understanding of fund exposures, valuations, capital flows, risk reporting methodologies, financial statement metrics and industry standards.Perform audits and other quality control functions for the content set.Comply with all data policies, standards and processes.Your Skills And Experience That Will Help You Excel
Completed undergraduate degree - Majors in Finance, Economics, Accounting, Business Management & Information System.3+ years of relevant work experience preferred.Familiarity with financial markets, accounting practices and capital markets.Experience with database applications advantageous.About MSCI
What we offer you
Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring your financial security, health, and overall wellbeing.Flexible working arrangements, advanced technology, and collaborative workspaces.A culture of high performance and innovation where we experiment with new ideas and take responsibility for achieving results.A global network of talented colleagues, who inspire, support, and share their expertise to innovate and deliver for our clients.Global Orientation program to kickstart your journey, followed by access to our platform, LinkedIn Learning Pro and tailored learning opportunities for ongoing skills development.Multi-directional career paths that offer professional growth and development through new challenges, internal mobility and expanded roles.We actively nurture an environment that builds a sense of inclusion belonging and connection, including eight Employee Resource Groups. All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola MSCI, Pride & Allies, Women in Tech, and Women\'s Leadership Forum.At MSCI we are passionate about what we do, and we are inspired by our purpose – to power better investment decisions. You\'ll be part of an industry-leading network of creative, curious, and entrepreneurial pioneers. This is a space where you can challenge yourself, set new standards and perform beyond expectations for yourself, our clients, and our industry.
MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data, and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.
MSCI Inc. is an equal opportunity employer. It is the policy of the firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy (including unlawful discrimination on the basis of a legally protected parental leave), veteran status, or any other characteristic protected by law. MSCI is also committed to working with and providing reasonable accommodations to individuals with disabilities. If you are an individual with a disability and would like to request a reasonable accommodation for any part of the application process, please email and indicate the specifics of the assistance needed. Please note, this e-mail is intended only for individuals who are requesting a reasonable workplace accommodation; it is not intended for other inquiries.
To all recruitment agencies
MSCI does not accept unsolicited CVs / Resumes. Please do not forward CVs / Resumes to any MSCI employee, location, or website. MSCI is not responsible for any fees related to unsolicited CVs / Resumes.
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Is this job a match or a miss?
Cape Town, Western Cape | Conova Recruitment
Posted 2 days ago
Job Description
Key Responsibilities :
Collect, clean, and analyse financial and operational data to ensure accuracy and integrity.Build and maintain financial reports and dashboards covering revenue, costs, KPIs, and performance metrics.Assist with budgeting, forecasting, and variance analysis to support decision-making.Partner closely with Finance, Business Intelligence, and Operations teams to provide meaningful insights.Monitor data quality, identify discrepancies, and recommend process improvements.Contribute to the development of financial models to support business strategies.Support monthly, quarterly, and year-end financial reporting processes.Track and analyse financial trends to highlight risks, opportunities, and cost-saving initiatives.Provide ad hoc analysis and data-driven recommendations for management.Document processes, maintain data dictionaries, and support compliance with internal controls.Collaborate with IT / BI teams to improve reporting tools and automation of recurring tasks.Stay up to date with industry benchmarks and best practices to improve analytical capabilitiesRequirements :
Bachelors degree in Finance, Accounting, Economics, Data Science, or a related field.13 years experience in financial analysis, data analytics, or business intelligence.Strong proficiency in Excel; working knowledge of SQL, Tableau, Power BI, or similar BI tools is advantageous.Excellent analytical and problem-solving skills with strong attention to detail.Effective communication skills and the ability to collaborate across teams.A proactive, eager-to-learn mindset with the ability to adapt in a fast-paced environment.Is this job a match or a miss?
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