Financial Generalist

Cre8work; Gauteng; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services organization in Gauteng is seeking a versatile Financial Generalist to manage financial operations, support budgeting and reporting processes, and maintain compliance. The ideal candidate will have a diploma or degree in Finance or Accounting, along with 3–5 years of experience in financial roles. Proficiency in accounting software and strong analytical skills are essential for success in this dynamic environment.

Qualifications

• 3–5 years’ experience in an accounting or financial role.
• Strong understanding of financial principles and reporting.
• Ability to work independently and meet deadlines.

Responsibilities

• Manage day-to-day financial operations, including processing invoices and reconciliations.
• Assist in preparing monthly, quarterly, and annual financial reports.
• Support budgeting and forecasting processes.

Skills

Numerical accuracy

Strong organisational skills

Analytical thinking

Communication skills

Proficiency in accounting software

Education

Diploma or Degree in Finance, Accounting, or related field

Tools

Sage

Xero

QuickBooks

MS Excel

Job description

About the Role

We are seeking a versatile and detail-oriented Financial Generalist to join our team. This role is ideal for someone who enjoys working across multiple financial functions and thrives in a dynamic, fast-paced environment. You will play a key role in supporting the organisation’s financial health by assisting with accounting, budgeting, reporting, compliance, and general financial administration.

Key Responsibilities

• Manage day-to-day financial operations, including processing invoices, reconciliations, and expense tracking
• Assist in preparing monthly, quarterly, and annual financial reports
• Support budgeting and forecasting processes
• Perform variance analysis and highlight key financial insights
• Maintain accurate financial records and ensure compliance with internal policies
• Work closely with auditors and support audit activities
• Assist with cash flow management and monitoring
• Provide financial support to different departments as needed
• Identify process improvements to enhance efficiency and accuracy

Requirements

• Diploma or Degree in Finance, Accounting, or related field
• 3–5 years’ experience in an accounting or financial role
• Strong understanding of financial principles and reporting
• Proficiency in accounting software (e.g., Sage, Xero, QuickBooks) and MS Excel
• Excellent numerical accuracy and attention to detail
• Strong organisational and multitasking skills
• Ability to work independently and meet deadlines

Ideal Candidate

• Analytical thinker with solid problem-solving ability
• Strong communicator with the ability to explain financial concepts clearly
• Reliable, proactive, and eager to learn
• Comfortable handling a wide range of finance tasks