Financial Services Coordinator

Ackermans; Cape Town; On-site; ZAR 514 000 - 773 000; Full time

Job summary

A leading retail company in Cape Town is looking for a Financial Services Coordinator to support the Financial Services team. The role involves financial management, reporting, and ensuring compliance across operations. Candidates should have a finance-related degree and 3-5 years of experience in a corporate environment, with strong skills in financial analysis and Microsoft Excel. The position is fully in-office.

Qualifications

• 3-5 years of experience in a large corporate, retail, or financial environment.
• Newly qualified article clerk or similar in Finance/Accounting and cost-management experience highly desirable.

Responsibilities

• Financial management and budget administration.
• Process invoices and payments.
• Ensure timely reporting of performance metrics.

Skills

Solid numerical ability

Attention to detail

Intermediate proficiency in Microsoft Excel

Strong problem-solving skills

Ability to prioritize

Strong relationship skills

Education

Degree or National Diploma in Finance

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

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

Key Responsibilities

• Financial management and budget administration
• Process invoices and payments
• Recon invoices and payments to budget
• Identify income and savings expenses and opportunities
• Report on monthly variance
• Process accruals and journals
• 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
• Timely reporting
• Stock planning and control
• Implement push and pull strategies for Aplus and Gift Cards
• Maintenance of stationery items
• 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)
• Manage communication
• Ensuring alignment in Fin Serv Team with the rest of the business including stores
• Adhoc project management, coordination, and administration
• Provide support for any projects or initiatives both planned or underway

Qualifications

• Essential Education: Degree or National Diploma in Finance or equivalent.
• Preferred Education: Newly qualified article clerk or similar in Finance/Accounting.
• Essential Experience: 3–5 years in a large corporate company or retail/financial/commercial industry.
• Preferred Experience: Cost‑management accounting and budgets.

Skills Required

• Solid numerical ability – analysis and reporting.
• Independent work while being part of a team.
• Intermediate proficiency in Microsoft Excel, PowerPoint and Word.
• Attention to detail and accuracy.
• Assertiveness and strong problem‑solving skills.
• Logical, motivated by building practical and sustainable solutions.
• Solution‑oriented, can‑do attitude, self‑motivated.
• Ability to prioritise.
• Ability to work at appropriate levels of detail across operational and tactical projects.
• Strong relationship skills.

Job Related Knowledge

• Acquainted with financial institutions and products.
• Knowledge of sales and marketing principles.
• Understanding of the retail environment.