Job Description

Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses.

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

The Finance Manager: Financial reporting and Insightsis responsible for managing the delivery of consolidated reporting, revenue and assets under management/administration (AuMA) analysis, and expense management functions within Momentum Investments. This role ensures accuracy and compliance of financial reporting, provides forward-looking revenue and cost insights, and supports strategic decision-making by the Head of Financial Reporting & Insights and other senior stakeholders.

The role requires strong technical expertise, attention to detail, and the ability to manage teams and processes in a fast-paced, complex financial services environment.

Requirements

Degree in Finance, Accounting, Economics, or related field.
Chartered Accountant [CA(SA)] or equivalent preferred.
6-8 years' progressive finance experience in financial services/investments, including at least 2-3 years in a supervisory/management role.
Strong knowledge of financial reporting standards, revenue models, and cost accounting practices.
Experience with ERP systems (JDE/IDU), BI tools (Power BI/QlikView/Tableau), and advanced Excel would be advantageous
Listed company and IFRS 17 experience would be advantageous.

Duties & Responsibilities

Financial Reporting & Compliance

Manage the preparation of monthly, quarterly, and annual financial reports, ensuring accuracy and compliance with IFRS, GAAP, and Group policies.
Support internal and external audit processes by preparing reconciliations, schedules, and reports.
Ensure adherence to regulatory requirements and contribute to implementing new standards where applicable.
Oversee accurate preparation of management accounts, board reports, and investor information.
Develop and review the robust internal financial controls framework and financial policies.
Manage high risk and problematic financial issues and contribute to the development of financial control policy.
Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

Revenue Analysis & Forecasting

Manage revenue reporting and forecasting processes across product lines and distribution channels.
Support client Total Expense Ratio/Total Investment Cost (put the full word in there) processes and ensure accurate calculation and reporting of fee income.
Deliver analysis of revenue drivers, variances, and trends to highlight risks and opportunities.
Prepare insights for pricing strategies, product changes, and distribution impacts.

Cost Accounting & Expense Management

Lead the budgeting and expense forecasting process for business units.
Monitor expenditure trends, headcount costs, and budget variances, providing commentary and recommendations.
Maintain and improve cost allocation models (e.g., activity-based costing).
Ensure integrity of cost-related accounts, including fixed assets and general ledger allocations.

Business Partnering & Insights

Act as a finance partner to business and product teams, translating financial data into actionable insights.
Support the Head of Financial Reporting & Insights with analysis and recommendations for strategic initiatives.
Prepare presentations and reports for senior leadership, ensuring clarity and relevance.
Build and maintain strong relationships with internal stakeholders, including senior management, financial and investment teams.

Systems, Data & Process Improvement

Identify and implement process improvements to enhance the accuracy and efficiency of financial reporting.
Ensure accuracy and timeliness of data across reporting and analysis systems (JDE, IDU, ERP, BI tools).
Contribute to automation and process improvement projects to enhance reporting efficiency.
Collaborate with the business intelligence team to develop new financial dashboards and the MI finance data and systems team to drive automation of financial reporting.
Develop dashboards and models in Power BI, QlikView, or Excel to improve financial insights.

Team Leadership & Development

Manage analysts and accountants across reporting, revenue, and cost functions.
Oversee workload allocation, quality review, and on-time delivery of outputs.
Coach, mentor, and develop junior team members.
Foster a culture of accuracy, accountability, and continuous improvement.

Competencies

Skills & Competencies

Strong technical finance and accounting knowledge, specifically complex consolidation.
Analytical mindset with ability to interpret and present data clearly.
Excellent communication (including report writing and presentation) and stakeholder management skills across various levels.
Strong organisational skills, able to manage deadlines and multiple priorities.
People leadership and team development ability.
Detail-oriented with a drive for accuracy and continuous improvement.

Key Performance Indicators (KPIs)

Accuracy and timeliness of reports, forecasts, and analysis.
Quality and relevance of revenue and cost insights.
Compliance with IFRS, GAAP, and audit requirements.
Efficiency of processes and improvements implemented.
Team performance, delivery, and professional growth.
Stakeholder satisfaction with reporting and analysis outputs.

Personal Attributes

Strategic thinker with a proactive approach to problem-solving.
Ability to work under pressure and meet tight deadlines.
* High level of professionalism and ethical standards.