Financial Controller - Client

Amicorp Group; Cape Town; On-site; ZAR 500 000 - 700 000; Full time

Job summary

A global financial services provider in Cape Town is seeking a Financial Advisor to manage client accounting and advisory services. The role involves building strong client relationships, preparing financial statements, and achieving revenue growth goals. Candidates should possess a degree in finance or a related field, have solid experience in accounting, and excellent communication skills in English. Knowledge of Spanish or Portuguese is a plus, along with a proactive mindset and problem-solving abilities.

Qualifications

• University degree in economics, business administration, finance and/or similar.
• Years of relevant experience.
• Strong commercial mindset, proactive, independent, self-motivated.

Responsibilities

• Act as a trusted advisor through day-to-day client interaction.
• Identify opportunities with existing and potential clients.
• Achieve defined revenue growth goals for services offered.

Skills

Advanced knowledge in accounting and financial statement reporting

Strong corporate tax background

Excellent organizational skills

Strong analytical and problem-solving skills

Excellent oral and written communication skills in English

Language skills in Spanish or Portuguese

Education

University degree in economics, business administration, finance or similar

Tools

Recognized accounting software

Job description

Overview

The role is responsible for the growth of client accounting and related financial advisory services, including the co‑ordination and preparation of financial statements, periodic MIS reports, budgets, treasury management and other portfolio specific reports as required.

The candidate will be tasked with building strong relationships with these clients and extending Amicorp's wider service offering as a trusted partner in doing so, while at the same time coordinating the operational requirements in order to deliver a full array of these wider services.

Primary Duties and Responsibilities

• Act as a trusted advisor to the client through day‑to‑day client interaction and management, aimed at establishing a strong personal and long‑term relationship with high‑profile clients;
• Identify which of Amicorp's existing clients can better be serviced with a wider offering and more dedicated Financial Control service team;
• Specifically identify new opportunities with corporate clients who can benefit from existing and new services offered;
• Achieve a defined revenue growth goal and financial target for services offered;
• Liaison with client advisors, auditors and other 3rd parties as necessary for a wider service offering;
• Liaison with team members and other departments to provide high quality service to the clients;
• Ensuring the timely and accurate preparation of annual accounts, interim accounts, VAT returns, annual tax returns for such client companies;
• This includes coordination with Amicorp Accounting Officers for global bookkeeping and operational support as appropriate;
• Client Treasury forecasting, preparation and management;
• Payroll services preparation and coordination;
• Assist clients in opening bank accounts and ensure the bank accounts are set up for efficient transaction monitoring;
• Responsible for transaction monitoring of incoming payments for clients handled in accordance with prevailing laws, regulations and internal policies;
• Ensure accounts are prepared in accordance with generally accepted accounting principles within timelines;
• Analyze and provide value added reports on achievement of predetermined KPIs to assist clients in taking business decisions;
• Offer advice, knowledge and experience to the Accounting Officers, other departments and offices relating to accounting, financial and tax matters and related legal documents.

Other Duties

• Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management;
• Undertake such other duties, related to the position, as may from time to time be agreed with Management.

Qualifications, Skills, and Experience

• University degree in economics, business administration, finance and/or similar;
• Years of relevant experience;
• Advanced knowledge in accounting and financial statement reporting;
• Strong corporate tax background, solid understanding of BEPS, CRS, FATCA, CFC and international taxation will be added advantage;
• Well‑informed about current and relevant legal issues, regulations, investments, tax and legal developments that impact accounting/finance;
• Demonstrate subject matter expertise, credibility and effective partnering with intermediaries, clients and colleagues to identify and evaluate opportunities and arrive at solutions;
• Strong commercial mindset, proactive, independent, self‑motivated and results oriented;
• Excellent organizational, interpersonal and communication skills;
• Excellent oral and written communication skills in English;
• Communication in Spanish or Portuguese would be an advantage;
• Strong analytical and problem‑solving skills, solution driven, highly organized and detail‑orientated with good decision making and time management skills;
• Hands‑on and takes accountability to deliver solutions and results;
• Ability to adapt and work in a smaller, dynamic local team environment; along with being part of a bigger matrix organization;
• Proven leadership and team player skills, with ambition to excel in the role;
• Experience in use of recognized accounting software for preparing accounting and financial statements;
• Capability to work under time pressure and in a dynamic business environment.