Finance Transformation Specialist

Top Vitae; Oos-Kaap; On-site; ZAR 600,000 - 800,000; Full time

Job summary

Top Vitae is seeking a Finance Transformation Specialist CA(SA) to support modernization of global finance operations. You will assist with process improvements, system testing, and compliance while enabling training and data analytics across regions.

The role requires strong analytical skills, advanced Excel, and experience with ERP systems such as Workday. Travel may be required to support global initiatives and cross-border teams.

Qualifications

• CA(SA) qualification with valid membership
• 1–2 years of experience in a finance or accounting role
• Strong analytical skills
• Excellent organizational and communication abilities
• Experience with ERP systems (Workday preferred)
• Advanced Excel skills
• Ability to work across regions and time zones
• Willingness to travel internationally
• Fluent in English, written and spoken

Responsibilities

• Assist Global Finance Transformation Manager in implementing process improvements and modernization of finance systems.
• Participate in testing and feedback for new finance tools and system updates.
• Support automation opportunities within finance processes to improve efficiency and accuracy.
• Ensure compliance with finance policies across regions.
• Maintain and update finance documentation, policies, and training materials as regulations evolve.
• Conduct periodic compliance checks and report findings to relevant regions.
• Assist in training sessions, preparing training materials, and gathering user feedback.
• Provide user support for finance systems and troubleshooting.
• Prepare presentations, dashboards and reports for senior leadership.
• Collaborate with IT and other finance teams to support transformation goals.
• Gather user feedback to drive improvements in training and system performance

Skills

Analytical skills

Organizational skills

Critical thinking

Communication skills

Time management

MS Suite

Advanced Excel

Independent or team work

English proficiency

Education

CA(SA)

Wisetech C1 CCP certification

Tools

MS Suite

Workday ERP

Articulate

Adobe

Camtasia

Job description

The Finance Transformation Specialist CA(SA) supports the Finance Transformation Manager in the goal to modernize and optimize global finance operations. This role contributes to process optimization, system testing, compliance checks, and training initiatives to ensure alignment with both global standards and local regulatory requirements. The Specialist plays a crucial role in supporting system enhancements, providing data analytics, and assisting finance teams with the adoption of new tools and processes as set out and prioritized by the Vice President of Finance Transformation.

Responsibilities:

Finance Transformation:

• Assist the Global Finance Transformation Manager in implementing process improvements and modernization of finance systems and technologies.

• Participate in testing and feedback collection for new finance tools and system updates.

• Support identification and implementation of automation opportunities within finance processes to improve efficiency and accuracy.

Compliance & Process Governance:

• Ensure compliance with finance policies and procedures across regions.

• Maintain and update finance documentation, policies, and training materials as regulations evolve.

• Conduct periodic compliance checks and report findings to the relevant region.

Training & System Support:

• Support the rollout and adoption of new finance systems by assisting in training sessions, preparing training materials, and gathering user feedback.

• Provide user support for finance systems, assisting with troubleshooting and user training.

• Participate in global training initiatives, ensuring effective knowledge transfer of finance systems and policies.

• Engage in system testing and provide feedback on system functionality and user experience.

Data Analytics & Reporting:

• Generate reports and support analytics to monitor key performance indicators (KPIs) and identify improvement opportunities.

• Contribute data-driven insights to support decision-making and the effectiveness of transformation initiatives.

• Assist the Global Manager in preparing presentations, dashboards, and reports for senior leadership.

Collaboration & Communication:

• Work closely with Finance Transformation team, IT, and other finance team members to support transformation goals.

• Provide feedback from system users to drive improvements in training, system functionality, and support processes.

Requirements:

• Strong analytical skills and detailed orientated.

• Excellent organizational skills, good critical thinking skills, strong communication skills, ability to manage multiple priorities.

• Ability to manage multiple priorities and work independently or as part of a team.

• Confidence to clearly communicate with various levels within the organization - junior to senior level,

• Experience in implementing Accounting and Finance Policies, ability to communicate issues and propose solutions objectively.

• Familiar with and strong interests in ERP Finance systems implementation and support.

• Participate in finance discussions with other functions/teams (Operations, Tax, Legal, System Administration, System Development and Sales teams).

• Adaptable to working with diverse teams internationally and managing time zone differences when required.

• Patient, prepared to handle repeated issues or questions with long resolutions.

• Strong knowledge of MS Suite and exposure to/interest in authoring tools i.e. Articulate/Adobe/Camtasia

• Qualified CA(SA)

• 1-2 years of experience in a finance or accounting role preferred.

• Familiarity with ERP systems, preferably Workday or similar finance systems.

• Advanced Excel skills.

• Familiarity with compliance requirements and financial reporting standards.

• Interest in finance transformation, data analytics, process optimization, and learning development.

• Ability to adapt to new systems, work in a global team environment, and proactively suggest improvements.

• Ability to become Wisetech C1 certified (CCP) once hired. Prior experience in C1 will be an advantage.

• Able to speak, write and read English.

• Able to prepare manuals and instructions in English.

• Capability of travelling outside of South Africa when needed.

• Understanding operational matters to support but also suggest efficiency.