Private Equity Associate

Hire Resolve; Gauteng; On-site; ZAR 250 000 - 450 000; Full time

Job summary

A leading financial services firm seeks a Finance and Project Associate based in Gauteng. The role involves delivering financial accounting, statutory compliance, and advisory services to clients. Candidates should have a BCom Accounting degree and 3-5 years of relevant experience. Proficiency in accounting software and strong analytical skills are essential. The position is hybrid with travel requirements, and offers competitive salary between R250,000 - R450,000 annually.

Qualifications

• 3-5 years' experience in financial accounting, compliance, and advisory.
• Experience working with B2B and B2C clients.
• Strong understanding of South African statutory compliance.

Responsibilities

• Prepare accurate and timely monthly management accounts.
• Ensure compliance with VAT, PAYE, UIF, and other statutory submissions.
• Support client onboarding and retention.

Skills

Financial oversight

Client engagement

Proficient in Xero, Sage, QuickBooks

Analytical skills

Communication skills

Education

BCom Accounting or related degree

Tools

Xero

Sage

QuickBooks

Job description

Finance and Project Associate

Sandton, Gauteng R250000 - R450000 Y Unconventional CA

Location: Johannesburg, South Africa (Hybrid, with travel to clients/sites as required)

Reports to: COO / Finance Lead

Job Description

Purpose of the Role

The Finance & Projects Associate will be responsible for delivering high-quality financial accounting, statutory compliance, and advisory services to UCA and its external clients (B2B and B2C). The role provides financial oversight, reporting, and operational support across UCA\'s internal and external projects, while contributing to the growth of the brand through training, workshops, and client engagement.

Key Responsibilities

• Prepare accurate and timely monthly management accounts for UCA and external clients.
• Compile annual financial statements and integrated reports in line with statutory and client requirements.

Statutory Compliance

• Ensure full compliance with VAT, PAYE, UIF, and other statutory submissions.
• Monitor legislative changes and provide timely advice to management and clients.

Budgeting & Cash Flow

• Prepare annual and project budgets in collaboration with management.
• Conduct variance analysis and monthly cash flow forecasts to ensure liquidity and financial sustainability.

Client Engagement & Growth

• Support client onboarding and retention through professional financial advisory services.
• Build and maintain strong relationships with clients to contribute to UCA\'s financial department growth.

Training & Capacity Building

• Deliver workshops, coaching, and training on accounting systems (Xero, Sage, QuickBooks), tax compliance, audit readiness, and financial governance.
• Assess and report on training impact to ensure measurable improvement in client competency.
• Contribute to the development of new financial services such as modelling, forecasting, and governance solutions.
• Identify innovative tools, processes, and techniques to enhance efficiency and service delivery.

Advisory Services

• Provide financial insights on risks, opportunities, and sustainability for UCA and client projects.
• Advise management and project teams on governance, compliance, and financial management best practices.

Project & Operational Support

• Collaborate with project managers and coordinators to ensure strong financial governance in project delivery.
• Provide oversight on project budgets, expenditure, and reporting.
• Support cross-functional operational and ad hoc duties as required by senior management.
• Demonstrate strong technical accounting knowledge (IFRS/GAAP).
• Show excellent understanding of South African statutory compliance.
• Proficiency in cloud-based accounting systems (Xero, Sage, QuickBooks).
• Demonstrate strong analytical and problem-solving ability with attention to detail.
• Exhibit excellent communication skills, both written and verbal.
• Ability to manage multiple priorities and meet deadlines.
• Professional client-facing presentation skills.
• Be proactive, innovative, and capable of working independently.

Qualifications & Experience

• BCom Accounting or related degree (minimum).
• 3–5 years\' experience in financial accounting, compliance, and advisory.
• Experience working with B2B and B2C clients.
• Financial Reporting: 100% of monthly management accounts submitted by the 15th; statutory financial statements delivered on time.
• Statutory Compliance: 100% on-time submission of VAT, PAYE, UIF, with zero penalties.
• Budgeting & Cash Flow: 100% of budgets prepared, reviewed, and approved annually/per project.
• Client Engagement: Minimum 2 new clients onboarded per quarter; ≥90% retention and satisfaction annually.
• Advisory & Support: ≥90% of management/project decisions informed by financial insights; quarterly risk reports presented.
• Training & Capacity Building: ≥95% of scheduled sessions delivered; ≥80% of participants report improved competency.
• Service Development: At least 1 new financial service offering piloted per year.
• Project Support: 100% of reports and updates delivered on time; ≥90% stakeholder satisfaction rating.

Culture Fit

At UCA, we value entrepreneurial spirit, resilience, and measurable impact. The Finance & Projects Associate must be proactive, thrive in fast-paced and dynamic environments, and remain motivated to strengthen UCA\'s internal operations while driving growth and success for clients and beneficiaries.

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Senior Private Equity Deal Exec, SANDTON, CTC circa 2.6

Sandton, Gauteng R312000 Y Trafalgar Recruitment

Posted today

Job Description

Senior Private Equity Deal Exec, SANDTON, CTC circa 2.6

Overview

Located in Sandton, our client is a highly regarded Private Equity firm. They are seeking to expand their team and wish to engage with top tier talent. You may come from a Corporate Finance, Private Equity or Investment Banking background, a team player who is technically solid and someone who thinks about an investment case rather than just a deal.

Role Description

Has overall responsibility to participate in all aspects of deal making, execution and strategic planning related to deal sourcing and negotiates transactions as a member of a team. Consistently plays a senior role in transactions from identification, negotiations, closing, monitoring of investments and finally exit thereof.

Key Responsibilities

• Management of resources both internally and externally
• Represent the firm and its clients on Boards of portfolio organisations and ensure continuous formulations and implementation of value-adding initiatives.
• Gives guidance to the strategic direction of each investee organisation.
• Monitors portfolio organization performance, value-adding initiatives and execution.
• Implements corporate governance disciplines in investee organisations.
• Participates fully in the governance of the firm.
• Negotiates realisations in chosen areas of investment preference.
• Substantial contact and network base.
• Development of team.

Appropriate tertiary qualifications with:

• 10 + years experience in an established corporate finance and investment management, or private equity environment
• 5 + years experience in corporate finance transactions.

Familiarity with unique disciplines of identifying, negotiating, closing and monitoring transactions.

Good knowledge of key investment sector.

Good working knowledge of key commercial statutes and regulation (Tax, Companies Act).

Remuneration: Interested and meet the criteria? Please email your CV to T R A F A L G A R R E C R U I T M E N T

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Country Lead: Financial Planning and Analysis

Posted today

Job Description

About the Company Coca-Cola Beverages South Africa (CCBSA) has an exciting opportunity in our Finance department. We are looking for a talented individual with relevant skills and experience as a Country Lead: Financial Planning and Analysis, based in CCBSA Midrand. The successful candidate will report directly to the Financial Director.

About the Role The Country Lead: FP&A will play a crucial role in overseeing financial planning and analysis for the organization.

Key Outcomes

Drive Compliance and Close-Out of Audit Findings

Ensure full compliance with ERP (MSD) financial protocols and internal control standards by monitoring adherence and facilitating timely closure of all internal and external audit findings (e.g., Deloitte, Internal Audit).

Maintain Up-to-Date Finance Governance Documents

Lead the review and drafting of finance policies and procedures, ensuring they are current, accessible on the shared drive, and aligned with internal control frameworks and group finance requirements.

Deliver Accurate and Insightful Financial Reporting

Oversee the timely preparation and delivery of monthly internal financial reports, management packs, budget packs, and board pack inputs—ensuring accuracy, alignment to business performance, and actionable insight for decision-making.

Lead Budgeting and Forecasting Cycles

Coordinate the end-to-end annual budgeting and forecasting processes, including income statement budgeting for assigned cost centers and tactical balance sheet planning, ensuring timely submissions and alignment with strategic financial objectives.

Enhance Financial Planning and Analysis Capability

Improve FP&A processes by refining scorecards, enabling cross-functional performance tracking, delivering meaningful variance analysis, and supporting operational leaders with financial advice and performance commentary.

Ensure Strategic Alignment with CCBA Financial Objectives

Actively engage with CCBA Group finance functions to align country-level reporting, planning, and performance tracking with group-wide FP&A objectives, ensuring country contributions are consistent with strategic targets.

Champion Business Partnering and Decision Support

Deliver a customer-centric finance function that acts as a strategic business partner—constructively challenging assumptions, supporting key initiatives, and enabling informed decision-making through robust analysis and financial insight.

Build Finance Capability and Data Ownership

Support capability development across the finance team through coaching, training, and technical support (e.g., use of Tableau, EDW, and HFM), while owning and overseeing the execution of country-specific tasks across these platforms to ensure data integrity and reporting accuracy.

Qualifications

• Bachelor\'s degree in Finance, Accounting, or related field.
• Added advantage: Certified Accreditation (e.g., CA(SA), MBA).

Experience

• 5–7 years of financial experience, with at least 5 years in management roles.
• Proven track record in finance leadership roles with responsibility for decision-making and strategic oversight.

Skills

• Strong analytical and problem-solving skills.
• Excellent communication and presentation abilities.
• Proficiency in financial modeling and forecasting.

Preferred Skills

• Experience in the beverage or FMCG industry.
• Proficiency with ERP systems, especially MSD, is highly beneficial.

Pay range and compensation package

Competitive salary based on experience and qualifications.

Equal Opportunity Statement

We are committed to diversity and inclusivity in our hiring practices.

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