Job Description

Purpose Statement

The Head Office Finance Business Partner is the custodian of revenue assurance, billing, commissions, and financial insights for the group. The role consolidates revenue-related responsibilities, financial modelling, and systems administration into one position to ensure accurate billing, profitable after-sales, consistent incentive schemes, and high-quality management reporting. This role partners closely with Regional Accountants and business units to provide financial analysis, margin assurance, and data-driven insights, while also acting as custodian of finance systems (D365/IDU) and reporting structures

Workplace arrangement

This role is primarily office-based. Employees are required to be in the office a minimum of 4 days per week. One day of remote work is permitted, subject to business needs and team requirements

Key performance areas (to translate into a measure of success)

Revenue Assurance - Anniversary Billing

Revenue Assurance - Calendar/Other Rental Billing

After-Sales Revenue Integrity (Item Codes, Completeness, Recoverability)

After-Sales Gross Profit & Margin Analysis

Commission Schemes & Debtors Penalties

Operational Incentive Schemes

Sub-Sahara Incentive Schemes

Audit Liaison (Internal & External)

Intercompany Eliminations & Disclosures

Financial Modelling & Analytics

ERP (D365) : Financial Period Maintenance

Main Outputs and Responsibilities for This Position

Custodian/ Support

Area / Type 8

Responsibilities

Custodian

Revenue Assurance-Anniversary Billing

Manage anniversary-cycle billing runs.

Validate anniversary billing reports; ensure stops/extensions/escalations are updated.

Reconcile deferred vs invoiced revenue for anniversary contracts.

Apply IFRS 15 correctly to anniversary performance obligations.

Liaise with IT for D365 billing logic accuracy.

Resolve disputes/errors with Ops & Sales.

Custodian

Revenue Assurance- Calendar/Other Rental Billing

Manage calendar-cycle monthly rental billing runs.

Validate contract master data (new, escalations, stops/extensions).

Maintain billing controls (exception logs, credit notes, cut-offs).

Reconcile deferred vs invoiced revenue for monthly billing.

Resolve customer disputes; liaise with Ops/Sales.

Drive system/process improvements with IT/D365.

Custodian

After-Sales Revenue Integrity(Item Codes, Completeness, Recoverability)

Review after-sales gross revenue for accuracy and integrity.

Interrogate the use of service item codes ensure they are applied only for labour/services, not parts.

Check completeness of after-sales revenue: ensure sales orders are closed with the correct status, interrogate open/incorrect WIP orders.

Validate recoverability of related costs, particularly freight confirm that freight associated with parts delivered off-site is invoiced and not omitted.

Provide assurance that after-sales billing reflects the true scope of work performed and parts sold.

Custodian

After-Sales Gross Profit & Margin Analysis

Review after-sales gross profit margins by job/region.

Reconcile WIP balances to ensure all associated costs (labour, parts, freight, overhead allocations) are recorded.

Investigate unusual or inconsistent margin trends and escalate for correction.

Analyse margins by job type: recognise volatility (low-value jobs vs. major maintenance/overhauls) and provide insights.

Collaborate with Regional Accountants and Ops to strengthen cost capture and margin accuracy.

Custodian

Commission Schemes & Debtors Penalties

Calculate sales commissions and debtor penalties linked to collections.

Apply penalties for late-paying customers.

Adjust commission payouts to reflect recoverability.

Prepare and distribute monthly commission reports.

Custodian

Sub-Sahara Incentive Schemes

Calculate, prepare, and submit operational commission and incentive payments to payroll.

Ensure compliance with company policy and incentive rules.

Rental commission: based on rental revenue performance.

Machine sales commission: based on machine sales revenue.

Branch & depot manager incentives: based on branch/regional performance metrics.

Validate incentive inputs and reconcile to financial/operational data.

Submit incentive schedules to payroll for timely payment.

Support

Audit-Liaison (Internal & External)

Act as liaison point for audit fieldwork (internal & external).

Prepare audit packs and schedules

Respond to audit queries and information requests.

Support auditors during testing and walkthroughs.

Custodian

Intercompany Eliminations & Disclosures

Identify and reconcile intercompany balances monthly.

Prepare eliminations in IDU.

Process disclosure entries for related parties.

Maintain full audit trail.

Custodian

Financial Modelling & Analytics

Build scenario-based models for budgets/forecasts.

Perform sensitivity analysis.

Present insights to senior management.

Custodian

ERP (D365): Financial Period Maintenance

Ensure finance ledgers are maintained on a timely basis, are accurate and complete, and structured for the dual purpose of providing relevant information to internal users and meeting statutory obligations

Manage opening/closing of financial periods in D365.

Control module postings by period.

Ensure proper month/year-end close.

Maintain audit trail of period close actions.

Any other lawful and reasonable outputs and responsibilities that may be required.

Qualifications

Minimum

B.Com Accounting / Finance (CA(SA), AGA(SA), or CIMA advantageous).

Experience

5+ years in finance roles, with strong exposure to billing, FP&A, or revenue assurance.

Experience in multi-branch or regionalised business.

Strong ERP/D365 Finance and IDU experience required.

Advanced Excel & BI tools (Power BI, reporting dashboards).

Skills

Strong analytical and systems orientation.

Ability to partner with operations and translate financial data into actionable insights. Excellent communication and presentation skills (able to work with CFO, Ops, Sales).

Attention to detail

Deadline - driven.

Process improvement mindset, with ability to streamline billing/revenue processes.

Comfortable with cross-functional stakeholder management (Ops, IT, Regional)

Job Type: Permanent

Work Location: In person