has evolved into one of South Africa's leading retirement organisations, managing over 25 facilities offering a full continuum of care--from independent living to specialised frail care. As a non-profit with a strong welfare mission, we pride ourselves on operational excellence, compassionate service, and sound governance. We are widely recognised as "The Retirement Specialist."
About the Role
We are seeking a dynamic and strategic
Chief Financial Officer (CFO)
to join our Executive Management team. The CFO will be responsible for safeguarding the financial health of the organisation while driving innovation and efficiency across our Finance and IT functions. This is a key leadership role, reporting directly to the CEO and providing essential oversight to the Board of Governors and Finance Committee.
You will lead the financial strategy, oversee the Finance Department, manage organisational investments, ensure regulatory compliance, and champion our ERP system,
Acumatica
, to deliver integrated financial management.
Key Responsibilities
Lead and manage the Finance department and provide strategic financial guidance to the organisation.
Oversee banking, investment portfolios, and project financing.
Prepare and present financial reports to the CEO, Finance Committee, and Board.
Ensure compliance with statutory and regulatory requirements (e.g., SARS, IFRS for SMEs).
Drive effective use and continuous improvement of the
Acumatica ERP system
.
Collaborate with IT to ensure secure, efficient financial and operational systems.
Lead budgeting, forecasting, and annual audit preparation.
Foster a high-performance finance team culture and lead staff development.
ERP & Systems Leadership
Act as the business owner of
Acumatica
, ensuring optimal configuration and usage.
Lead system training, troubleshooting, and reporting enhancements.
Maintain data integrity and financial accuracy within the ERP system.
Align system capabilities with organisational goals and finance processes.
Reporting & Governance
Deliver monthly, quarterly, and annual financial reports.
Present investment performance and financial updates to stakeholders.
Maintain confidentiality and uphold POPIA compliance across finance operations.
Ensure adherence to IFRS for SMEs and all statutory requirements.
Leadership and people Management
Supervise and support the Finance Controller and other finance team members.
Provide oversight of IT and its integration with finance systems.
Foster a culture of accountability, accuracy, and service within the Finance Department.
Guide staff development, performance management, and training (including Acumatica).
Monthly Tasks
SARS compliance.
Prepare and review financial statements.
Review investment placements and performance.
Collate project financial data and ensure accuracy.
Report financial position to the CEO and Finance Sub-Committee.
Ensure Acumatica data is reconciled, accurate, and up to date.
Quarterly Tasks
Lead quarterly investment feedback meetings.
Review financial system performance and identify enhancements in Acumatica.
Prepare Grant Trust Statements for half-yearly meetings.
Annual Task
Lead preparation of budgets and tariff reviews.
Prepare annual financial statements in line with IFRS for SMEs.
Coordinate external audit and supporting schedules.
Ensure Acumatica year-end closing processes are accurately executed.
What We're Looking For
Qualified
Chartered Accountant (CA(SA))
with
7+ years post-qualification experience
.
Proven leadership in finance functions within a medium to large organisation.
Solid understanding of audit processes, statutory returns, and compliance.
Strong experience with ERP systems (preferably
Acumatica
orequivalent).
Excellent MS Excel skills and a sharp analytical mindset.
Exceptional communication and interpersonal skills.
Demonstrated leadership in team development, strategic planning, and change management.
Why Join CPOA?
At CPOA, we don't just offer a job--we offer a meaningful career where your expertise helps enhance the lives of older persons. As CFO, you'll play a critical role in steering a financially strong and socially impactful organisation into the future.
Job Type: Full-time
Application Question(s):
What are your salary expectations for this position?
Work Location: In person
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