Are you a results-driven professional with a passion for business and excellence? If you thrive on leading the pace on business projects, conducting analysis and providing insights on key strategic projects, we'd love to connect with you.
We're looking for an Executive Finance Associate who will bring their dynamic energy to one of the most strategic portfolios in our organization. Reporting to the Head of Strategic Projects in the office of the Group Chief Finance Officer's, this role offers direct exposure to the core of our financial decision-making and strategic execution.
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Role Purpose
To provide high-level business support to the Head of Strategic Projects, ensuring optimal efficiency in managing strategic and operational responsibilities. This role plays a critical part in enabling effective business decision-making by coordinating activities that underpin financial analysis, data insights, and reporting. The Executive Finance Associate will act as a key enabler in the CFO's office; supporting strategic initiatives, liaising with stakeholders, and ensuring the seamless execution of deliverables that drive business performance.
Requirements
Knowledge:
Knowledge of accounting principles (GAAP), International Financial Reporting Standards (IFRS), Tax Act, Companies Act and risk management principles
Financial management
Financial services (insurance preferrable)
Financial modelling
Minimum Qualifications:
Finance Degree (Accounting, Actuarial or related field)
CA(SA), FASSA (advantageous)
CFA or MBA (advantageous)
Minimum Experience:
3 years' experience in financial management in an insurance/financial services environment
Exposure to key business projects
Duties & Responsibilities
Internal Process
Coordinate and prepare executive-level reports, presentations, and briefing materials for board meetings, investor engagements, and financial results, ensuring accuracy, alignment, and professional delivery.
Support the CFO's office in the end-to-end execution of strategic projects--tracking progress, coordinating inputs, organizing high-level meetings, and consolidating outcomes into actionable reports.
Collate and synthesize data from financial reports (including income statements, balance sheets, and cash flow statements) into executive summaries that inform decision-making.
Assist in identifying and monitoring key financial performance indicators by liaising with finance teams and ensuring timely delivery of insights to the CFO's office.
Enable the CFO's contribution to long-term strategic planning by coordinating market research, gathering inputs from business leaders, and ensuring alignment of documentation and milestones.
Represent the CFO's office in relevant forums when required, ensuring effective communication of key messages and diligent follow-up on agreed actions.
Continuously drive improvements in reporting processes, meeting efficiency, and information flow within the CFO's office, contributing to operational excellence.
Client Process
Foster strong, professional relationships with key stakeholders across Group Finance and the broader organization to support effective collaboration and information flow on behalf of the CFO's office.
Promote a culture of service excellence by supporting the CFO's office in delivering a consistently high standard of engagement with internal and external clients.
Assist in identifying opportunities to enhance internal processes and communication touchpoints, ensuring continuous improvement in the CFO office's responsiveness and effectiveness.
People Process
Build and maintain trusted, collaborative relationships with peers, internal stakeholders, and external partners to support the effectiveness of the CFO's office.
Proactively support and influence change initiatives by ensuring clear communication, effective scheduling, and smooth execution of related activities.
Demonstrate ownership of personal and professional development by staying current on organizational practices, industry trends, and executive support best practices.
Contribute to a culture of innovation and continuous improvement by sharing ideas, refining processes, and enhancing how the CFO's office engages with the wider business.
Uphold high levels of accountability, time management, and productivity in managing complex tasks with discretion, resilience, and attention to detail.
Finance Process
Support the CFO's oversight of budgeting and financial planning processes by coordinating documentation, tracking key deliverables, and assisting with internal financial reporting logistics.
Help monitor financial risk activities and compliance requirements by ensuring timely submission and filing of relevant records, audit materials, and governance documentation.
Assist with the administration of financial processes within the CFO's office, including invoice tracking, procurement follow-ups, and budget oversight for executive expenses.
Promote accountability and adherence to financial controls by supporting process compliance and escalating concerns or inconsistencies when necessary.
Competencies
Business acumen
Resilience
Stakeholder management
Project management skills
Analytical skills
Drive Results
Presentation skills
Communication skills
* Report writing
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