Fund Management Executive - Cfo, Gauteng

Sheldon Recruitment And Selection

Pretoria

On-site

ZAR 2,160,000 - 2,640,000

Full time

14 days+

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Job summary

Sheldon Recruitment And Selection seeks a senior Finance leader in Pretoria to drive the Fund's financial management. The candidate will hold a postgraduate qualification in Finance/Accounting (NQF 8) with CA advantage and must be registered with the relevant professional body, bringing 5–10 years in a finance role after articles and leadership experience.

The role covers budgeting, GL reconciliations, month-end reporting, and strong stakeholder engagement with governance structures, auditors,

Qualifications

  • Postgraduate qualification in Finance, Commerce or Accounting Sciences (NQF 8).
  • CA designation advantageous.
  • Registered with the relevant professional body.
  • 5–10 years in a finance role after articles.
  • Management or leadership experience.
  • Operational financial management processes experience.
  • Collaboration with external auditors, controls and compliance.
  • Ethical, team player, diplomatic and confident.
  • Statutory background with tax understanding.

Responsibilities

  • Contribute to Formulation of the Fund Strategy and align it to divisional strategy.
  • Allocate transactions to correct business unit; standardise submissions.
  • Design controls for production of financial data and monitor effectiveness.
  • Prepare and present budget reports for governance structures.
  • Prepare GL reconciliations and month-end reports for Exco.
  • Review group fee calculation and obtain CEO approval.
  • Liaise with governance structures on financial and compliance matters of the Fund.
  • Oversee onboarding/offboarding and performance management of team.
  • Assist and support change initiatives and growth opportunities.

Skills

Leadership
Ethical
Team player
Diplomatic
Confident

Education

Postgraduate qualification in Finance/Accounting
CA designation (advantageous)
Registration with professional body

Job description

Applicants are required to strictly meet the following criteria:

  • Post graduate qualification in Finance, Commerce or Accounting Sciences (NQF Level 8)
  • Advantageous: Certification as a Chartered Accountant
  • Registration with the relevant professional body
  • 5 -10 years relevant business experience working in a finance role, post articles
  • Management or leadership experience
  • Relevant Experience in operational financial management processes
  • Collaborating with external auditors, internal controls, and compliance‑related issues
  • Ethical, team player, diplomatic, and confident
  • Must have a statutory background and understand tax applications

The successful applicant would be responsible for, but not limited to:

Financial Management
  • Participate in the formulation of the Fund Strategy
  • Align divisional Strategy to the Fund Strategy
  • Allocate transactions appropriately and accurately to the correct business unit.
  • Design controls that underpin the production of financial data and ensure they operate effectively
  • Prepare and present budget presentations for various governance structures
  • Prepare General Ledger reconciliations timeously and review the reconciliations
  • Prepare month-end reports and presentations for Exco submission
  • Review the group fee calculation for the budget, submit to CEO for approval
  • Collate, consolidate, and distribute relevant information to the business unit
  • Standardise submissions in line with Group Reporting formats and standards
  • Submit and collate the cost centre budget submissions and submit them to CEO for approval
Stakeholder Management
  • Liaise with the governance structures in terms of financial and compliance matters of the Fund
  • Compile and submit fund performance status reports
  • Liaise with the Fund, pay fees and obtain the certificate for regulation of the fund fees
  • Process payment for insurance cover
  • Draft and review service level agreement for any shared resources
  • Provide support on stakeholder projects affecting the Fund
People Management
  • Support the onboarding and offboarding of team members
  • Assist and support the impact of change initiatives
  • Coach and train team members to perform optimally in their roles
  • Conduct regular meetings and promote open and ongoing communication with the team
  • Manage the performance of direct reports and monitor adherence to expected standards
  • Offer guidance and support and if required take appropriate disciplinary action
  • Participate in the selection and appointment of new team members
  • Provide direct reports with opportunities for growth and development through on-the-job training and feedback in line with the department and/or organisational strategy
  • Approve the leave, manage overtime where applicable, and other processes in line with delegations of the authority of direct reports
Budget Management
  • Assisting with the preparation and review of the department budget
  • Approve expenditure within the delegation of authority level
  • Monitor expenditure against budget, reporting any deviations within the hierarchy

Sal ary: R2 400 000 per annum (dependent on experience)

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