Finance & Management Accountant

Managing full-scope financial operations and management accounting across an allocated portfolio of entities, this role ensures accurate, actionable, and reliable financial information is delivered to key stakeholders. Operating within a supportive shared-services structure that underpins leading wealth management practices, the position takes ownership of month-end reporting, process improvements, and group-level financial integrity.

Working closely with the Financial Manager, the role combines hands-on accounting with analytical problem-solving. It provides end-to-end accountability for transactional records, financial reconciliations, budgeting support, and forecasting for a diverse entity portfolio.

Key Responsibilities

• Own the complete accounting function for an allocated portfolio of entities, managing tasks from initial transaction processing and cashbook entries through to management account preparation.
  

• Execute month-end reporting, maintain supporting schedules, and perform comprehensive reconciliations to ensure accurate financial records.
  

• Investigate financial variances, accounting issues, and discrepancies, driving them through to full resolution.
  

• Support group-level requirements, including financial consolidations, budgeting, forecasting, and audit preparation.
  

• Contribute to financial control enhancements, system initiatives, reporting upgrades, and continuous process improvements.
  

• Engage with stakeholders across the organisation to guarantee financial data is complete, clear, and meaningful.
  

Essential Requirements

• Matric.
  

• Proven track record in a high-execution accounting role with strong technical accounting fundamentals.
  

• Intermediate to advanced Microsoft Excel capabilities.
  

• Strong financial systems aptitude with proven ability to learn new technologies quickly.
  

• Practical experience utilising Sage or similar accounting software.
  

• Proficiency across Microsoft Office applications, including Teams and SharePoint.
  

Desirable Requirements

• Diploma or Degree in Accounting, Finance, or a related field.
  

• ICB Financial Accounting, SAIBA, CIMA (Operational Level), or a similar financial qualification.
  

• Exposure to business intelligence platforms, reporting tools, or financial process automation solutions.
  

Required Software Skills

• Microsoft Excel (Intermediate to Advanced)
  

• Sage (or similar accounting software)
  

• Microsoft Office (including Microsoft Teams and Microsoft SharePoint)
  

Benefits and Culture

• Collaborative, close-knit team environment focused on high standards, shared knowledge, and mutual support.
  

• Environment that invests in continuous learning, professional development, and personal growth.