Role Purpose: To provide high-level business support to the Head of Strategic Projects, ensuring optimal efficiency in managing strategic and operational responsibilities.
This role plays a critical part in enabling effective business decision-making by coordinating activities that underpin financial analysis, data insights, and reporting.
The Executive Finance Associate will act as a key enabler in the CFO's office; supporting strategic initiatives, liaising with stakeholders, and ensuring the seamless execution of deliverables that drive business performance.
Requirements
- Knowledge: Knowledge of accounting principles (GAAP), IFRS, Tax Act, Companies Act, risk management principles, financial management, financial services (insurance preferred), financial modelling.
- Minimum Qualifications: Finance Degree (Accounting, Actuarial or related field), CA(SA), FASSA (advantageous), CFA or MBA (advantageous).
- Minimum Experience: 3 years' experience in financial management within an insurance/financial services environment, exposure to key business projects.
Duties and Responsibilities
Internal Process
- Coordinate and prepare executive reports, presentations, and briefing materials for board meetings, investor engagements, and financial results, ensuring accuracy and professionalism.
- Support the CFO's office in executing strategic projects—tracking progress, coordinating inputs, organizing meetings, and consolidating outcomes into reports.
- Collate and synthesize financial data into executive summaries to inform decision-making.
- Assist in monitoring key financial performance indicators and ensure timely insights delivery.
- Support strategic planning by coordinating market research and aligning documentation and milestones.
- Represent the CFO's office in forums, communicating key messages and following up on actions.
- Drive improvements in reporting processes, meeting efficiency, and information flow.
Client Process
- Build strong relationships with stakeholders to support collaboration and information flow.
- Support service excellence and continuous process improvement within the CFO's office.
People Process
- Maintain trusted relationships with peers and external partners.
- Support change initiatives through effective communication and scheduling.
- Stay current on industry trends and best practices.
- Promote accountability, time management, and professionalism.
Finance Process
- Assist in budgeting, financial planning, and reporting logistics.
- Help monitor financial risks and ensure compliance.
- Support administrative financial processes and promote controls adherence.