Financial Services Coordinator

Ackermans; Cape Town; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A retail brand in South Africa is seeking a Financial Services Coordinator to support Account Managers in ensuring effective business operations and accurate financial reporting. The candidate should have a degree in Finance and 3-5 years of relevant experience. Responsibilities include budget management, performance reporting, and compliance processes. This role is based in Kuils River, Cape Town, and requires strong analytical skills and proficiency in Microsoft Excel.

Qualifications

• 3 - 5 years relevant experience in a large corporate company.
• Preference will be given to a newly qualified article clerk.
• Previous experience in cost management accounting preferred.

Responsibilities

• Process invoices and payments and manage budget.
• Ensure timely reporting of performance metrics.
• Implement push and pull strategies for stock planning.
• Manage compliance of internal and external processes.
• Facilitate communication between teams.

Skills

Numerical ability

Microsoft Excel

Attention to detail

Strong problem-solving skills

Ability to work independently

Strong relationship skills

Education

Degree or National Diploma in Finance or equivalent

Tools

Microsoft PowerPoint

Microsoft Word

Job description

We have an exciting role as Financial Services Coordinatorto provide support to the Account Managers in the Financial Services team, to ensure effectiveness & efficiency of the relevant Business Operations and accurate reporting on the financial performance within Financial Services.

We are a fully in-office team. The position is based at our Support Centre in Kuils River, Cape Town.

Key responsibilities

1. Financial management and budget administration
   • Process invoices and payments
   • Recon invoices and payments to budget
   • Identify income and savings expenses and opportunity
   • Report on monthly variance report
   • Process accruals and journals
2. Ensure timely and accurate reporting of performance metrics and SLA’s to management
   • Management report input
   • Canvasser activities
   • Relevant reporting (evaluate regularly)
   • Cross check data to confirm accuracy
   • Identify (and implement) areas for efficiencies or improvement in reporting (including automation)
   • Timeous reporting
3. Stock planning and control
   • Implement push and pull strategies for Aplus and Gift Cards
   • Maintenance of stationery items
4. Ensuring compliance of internal and external processes
   • Managing NCR renewal and NSO process
   • Management of active store list with Credico
   • Custodian of process and controls for issuing vouchers and gift cards to the business (other than stores)
5. Manage communication
   • Ensuring alignment in Fin Serv Team with the rest of the business including stores
6. Adhoc project management /co-ordination /administration
   • Provide support for any projects or initiatives both planned or underway

Qualifications

Essential:

• Degree or National Diploma in Finance or equivalent.

Preferred:

• Preference will be given to a newly qualified article clerk or likewise in a Finance and/or Accounting function.

Experience:

Essential:

• 3 - 5 years relevant experience in a large corporate company or in the retail/financial/commercial industry.

Preferred:

• Previous experience in cost management accounting and budgets

Skills required:

• Solid level of Numerical ability – analysis and reporting.
• Be able to work independently but remain part of a team.
• Microsoft Packages, especially Excel – Intermediate level for PowerPoint and Word
• Analysis of financial figures
• Attention to detail and accuracy
• Assertiveness
• Strong problem-solving skills
• Logical – motivated by building practical and sustainable solutions
• Solutions-oriented, can-do attitude, self-motivated
• Ability to prioritise
• Ability to work at appropriate levels of detail across operational, tactical projects.
• Strong relationship skills

Job Related Knowledge:

• Acquainted in the dealing with Financial Institutions and Products
• Knowledge of sales and marketing principles.
• Understanding of the retail environment