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An investment company in Cape Town is seeking a qualified CA(SA) to provide financial oversight and strategic guidance to growing SMEs. This hybrid role involves analyzing financial data, supporting SMEs with budgeting, and monitoring portfolio company health. Candidates should have 2–5+ years of relevant experience and strong analytical skills. The position requires proactive engagement with business owners to optimize financial performance and delivery of insights, making it essential for someone commercially minded interested in entrepreneurship.
Newlands, Cape Town, South Africa | Posted on 03/12/2025
An investment company is seeking a qualified CA(SA) to join its team and provide financial oversight and strategic guidance to a portfolio of growing SMEs. The successful candidate will support business owners and management teams in strengthening operations, improving financial performance, and achieving sustainable growth. This role requires an analytical, commercially minded professional who enjoys working closely with entrepreneurs. This is a hybrid role based in Newlands, Cape Town.
Analyse financial statements, management reports, and business performance to identify trends, risks, and opportunities.
Support SMEs with budgeting, forecasting, and cash-flow planning to enhance financial discipline and decision-making.
Assist with financial modelling, valuations, and investment assessments for potential funding opportunities.
Monitor the financial health of portfolio companies and prepare regular performance reports for internal stakeholders.
Work with management teams to strengthen financial controls, reporting processes, and governance structures.
Provide guidance on capital allocation, cost management, and strategies to optimise profitability.
Participate in deal structuring, due diligence, and preparation of investment proposals.
Offer practical support to business owners on finance-related matters, ensuring they have the tools and insights needed to scale responsibly.
Contribute to the development of growth plans and track progress against key milestones.
Build and maintain strong working relationships with SME clients, acting as a trusted financial advisor.