SUMMARY:
Join a Visionary Wealth & Investment Group as Their Next Financial Manager
POSITION INFO:
Financial Mastermind Wanted! Join a Visionary Wealth & Investment Group as Their Next Financial Manager
A dynamic, high-performance financial services group is on the hunt for a Financial Manager to join their ambitious and fast-growing team in Cape Town.
About the Client
This diversified financial group operates across Wealth Management, Family Office Services, Fiduciary & Tax Planning, and a cutting-edge Alternative Asset Management division, managing portfolios in private equity, venture capital, property, private credit, and corporate . The culture is flat, fast, and high-achieving -- valuing output over titles and innovation over bureaucracy.
The Role: Financial Manager (Opco's)
The successful candidate will report directly to the Group and serve as a critical driver in managing the financial operations of multiple subsidiaries. They will take ownership of financial reporting, audits, stakeholder reporting, cash management, and regulatory compliance -- all while leading a small finance team and collaborating closely with investment and operations leaders.
Key Responsibilities
Lead and mentor the finance team, managing KPIs, workflows, and reviews
Prepare monthly management accounts and quarterly consolidated board packs across multiple legal entities
Own the full external audit cycle and ensure timely delivery of Annual Financial Statements
Ensure FSCA regulatory compliance and reporting for Alpha Wealth and Alpha Private Capital
Manage payroll processes, commissions, bi-annual bonuses, and related compliance
Oversee treasury and cash management, including offshore funds and currency hedging
Maintain strong relationships with bankers, auditors, insurers, and internal stakeholders
Coordinate tax submissions, SARB compliance, company secretarial duties, and financial policy implementation
Candidate Profile
Postgraduate qualification preferred; professional registration with SAICA, CIMA, or SAIPA advantageous
2 to 5 years of experience in a similar financial management role with team leadership
Strong knowledge of IFRS, consolidation, multicurrency accounting, and regulatory requirements
Proficiency in Xero and Microsoft Excel is highly desirable
Exceptional planning, organizational, and communication skills
Demonstrated ability to work under pressure and manage competing priorities
Self-motivated, detail-oriented, and a proactive team player
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