Financial Manager

Outsourced CFO; Pretoria; On-site; ZAR 600,000 - 800,000; Full time

Job summary

A financial management service provider is seeking a proactive Financial Manager in Pretoria to oversee finance and accounting operations. The ideal candidate will manage bookkeeping, payroll, and reporting functions with at least 5 years of relevant experience. Strong knowledge of SAGE Accounting and Excel is essential, along with excellent attention to detail and management skills.

Benefits

Stable work environment

Direct impact on operational excellence

Team values trust and care

Qualifications

• 5+ years’ experience in a financial manager or senior bookkeeping role.
• Experience with stock or inventory control systems, preferably in a healthcare setting.
• Knowledge of Trimed or similar medical billing systems is a plus.

Responsibilities

• Manage full-spectrum bookkeeping, payroll, creditor and debtor functions.
• Prepare monthly management accounts and statistical reports.
• Ensure timely and accurate submission of statutory documents.

Skills

Attention to detail

Time management

Communication skills

Problem-solving

Financial reporting

Education

Degree in Accounting, Finance or related field

Tools

SAGE Accounting

Xero Accounting

SAGE Payroll

Excel

Job description

Job Description

We are seeking a proactive, detail-oriented Financial Manager , on behalf of our client, to lead their finance and accounting operations. This is a hands-on role responsible for managing full-spectrum bookkeeping, payroll, creditor and debtor functions, medical inventory, monthly reporting, and statutory compliance. The ideal candidate is highly organized, operationally strong, and thrives in a fast-paced environment with high volumes of transactions and communication. This is a Pretoria based position.

• Key Responsibilities;

Bookkeeping & Creditors

Manage monthly creditor reconciliations using Excel templates and SAGE / Xero Accounting general ledger balances.

Coordinate and follow up with ±70 suppliers for monthly statements.

Handle weekly creditor payments (15–20 suppliers), including recon preparation, loading to FNB, and internal approvals.

Maintain and update the Payment Registry and manage transfers between accounts to optimize interest returns.

Address and resolve supplier queries efficiently.

Cashbooks & Reconciliations

Update all cashbooks weekly and after month-end.

Reconcile credit card and cash receipts using suspense accounts in SAGE / Xero Accounting.

Process and monitor patient deposits, laundry charges, medication payments, and co-payments.

Track and allocate patient refunds and manage impact on cash flows.

Invoicing & Debtors

Generate monthly invoices for doctors, rent, cleaning, meals, and group sessions based on template data.

Submit all medical scheme remittances on Trimed and follow up on outstanding payments.

Reconcile debtor payments, manage shortfalls, and liaise with Case Management on discrepancies.

Payroll Management

Run weekly locum payrolls and prepare monthly payroll (processing, validations, submissions) using SAGE Payroll / SimplePay.

Upload net salaries to FNB, coordinate approvals, and ensure correct payment dates.

Manage new hires, terminations, and any salary adjustments monthly.

Medical Inventory Management

Oversee the monthly balancing of stock cycles and integration with financial reporting.

Monitor medical supply usage, manage reorder levels, track stock discrepancies, and coordinate with clinical teams to ensure sufficient inventory is maintained.

Support internal controls and compliance related to inventory, including wastage tracking and supplier billing accuracy.

Reporting & Compliance

Prepare monthly management accounts and statistical reports.

Conduct month-end balancing and integrate revenue and stock cycles into the ledger.

Process general ledger journals, including depreciation, accruals, and provisions.

Prepare audit working papers and assist in annual audit coordination.

Statutory Submissions

Ensure timely and accurate submission of : EMP201, EMP501, VAT201, and Provisional Tax.

Ensure timely and accurate submission of COIDA documentation.

Stay compliant with SARS and other regulatory bodies.

Ad Hoc Financial Duties

Update and manage : BEE compliance data, NHN MIS site stats, Medical malpractice insurance documentation.

Handle a high volume of daily emails (±800 / month) and ongoing supplier / patient communications.

Requirements

Qualifications & Experience

Degree in Accounting, Finance, or related field (SAIPA / SAICA articles advantageous).

5+ years’ experience in a financial manager or senior bookkeeping role.

Strong experience with SAGE / Xero Accounting and SAGE Payroll / SimplePay.

Experience with stock or inventory control systems, preferably in a healthcare setting.

Advanced Excel skills (reconciliations, templates, reporting).

Knowledge of Trimed or similar medical billing systems is a plus.

Experience working in healthcare or high-volume service environments is advantageous.

Key Competencies

Excellent attention to detail and accuracy.

Strong time management and ability to meet multiple monthly deadlines.

Clear and confident communication skills (verbal and written).

Ability to handle large volumes of email and queries professionally.

Independent, solution-oriented, and process-driven mindset.

Benefits

A stable and structured work environment with opportunities for input and improvement.

Engaging work that makes a direct impact on operational excellence and service quality.

A chance to work in a team that values trust, care, and responsibility.

Requirements

Qualifications & Experience

Degree in Accounting, Finance, or related field (SAIPA / SAICA articles advantageous).

5+ years’ experience in a financial manager or senior bookkeeping role.

Strong experience with SAGE / Xero Accounting and SAGE Payroll / SimplePay.

Experience with stock or inventory control systems, preferably in a healthcare setting.

Advanced Excel skills (reconciliations, templates, reporting).

Knowledge of Trimed or similar medical billing systems is a plus.

Experience working in healthcare or high-volume service environments advantageous.