Job Description

Sanlam Vacancies – Financial Controller – Western Cape

The Role:

We are looking for a Financial Controller to support our Financial Manager and ensure the accuracy and efficiency of financial processes. You will assist in maintaining financial integrity by processing transactions, managing budgets, preparing reports, and assisting with financial audits.

Key Responsibilities:

• Transaction Verification: Verify and allocate business transaction details to the correct accounts.
• Invoice Processing: Receive, review, and process supplier invoices for accuracy.
• Fee Income Management: Calculate and process invoices for fee income and ensure timely collection.
• Reconciliations: Complete regular financial reconciliations to ensure accuracy in records.
• Expense Management: Track and manage department expenses (IT, marketing, etc.) against budgets, reporting back to management.
• Reporting: Prepare and present financial reports to management.
• Query Resolution: Resolve payment and invoicing queries with suppliers and brokers.
• Month-End Support: Assist with month-end processes, including provisions and financial reporting.
• Auditor Liaison: Support both internal and external auditors during audits and provide requested documentation.
• Annual Budgeting: Assist with the preparation of the annual budget and monitor financial performance.
• Receivables/Payables: Follow up on outstanding receivables and payables to ensure timely settlements.
• Broker Payments: Verify and authorize broker payments in accordance with company policies.
• Ad-Hoc Tasks: Provide support for other financial tasks as required.

What Will Make You Successful:

• Qualifications: An accounting degree (essential).
• Experience: 3-5 years in a similar financial role, ideally within the financial services industry.
• Technical Skills: Proficiency in accounting and advanced Microsoft Excel. Experience with EssBase and IDU is a plus.
• Attention to Detail: A high degree of accuracy in processing financial information and resolving discrepancies.
• Proactive Approach: Ability to take initiative and resolve issues before they escalate.
• Time Management: Strong organizational skills and ability to meet deadlines.

Competencies:

• Problem Solving: Ability to effectively resolve issues and ensure smooth financial operations.
• Results-Driven: Focused on achieving optimal financial outcomes and supporting company goals.
• Collaboration: Ability to work effectively with internal teams, auditors, and management.
• Financial Integrity: Ensuring all financial transactions comply with SOPs and standards.

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