Title:  Senior Financial Officer

To provide senior financial expertise within the investments function by delivering high-quality financial reporting, advanced investment accounting, and robust financial oversight; enabling informed decision-making and ensuring strong governance and control. The role partners closely with Financial Managers and key stakeholders to strengthen investment finance capability, enhance processes, and support the delivery of strategic objectives across the banking and investment environment.

• Investment Financial Management & Reporting

  • Prepare and review accurate financial reporting for the investments business, including monthly, quarterly, and annual deliverables.
  • Analyse investment portfolio performance and provide meaningful insights to support decision-making.
  • Ensure completeness and accuracy of investment-related financial data.

• Investment Accounting & Technical Oversight

  • Take ownership of accounting for investment portfolios, including valuations, fair value adjustments, income recognition, and reconciliations.
  • Review complex investment transactions and ensure correct accounting treatment in line with IFRS and relevant standards.
  • Act as the technical escalation point for investment-related accounting queries.

• Operational Oversight & Review

  • Oversee and review outputs from Financial Officers supporting the investment function.
  • Ensure timely and accurate execution of day-to-day financial processes and reporting deliverables.
  • Strengthen controls and improve the quality of financial information produced within the team.

• Controls, Risk & Compliance

  • Ensure adherence to internal controls, governance frameworks, and regulatory requirements within the investment environment.
  • Support internal and external audits, including preparation of required schedules and resolution of audit findings.
  • Identify, assess, and mitigate financial and operational risks.

• Stakeholder Engagement

  • Partner with investment teams, finance leadership, risk, and compliance stakeholders to support business objectives.
  • Provide financial insights and guidance on investment performance and implications.
  • Participate in key forums and discussions relating to investment finance matters.

• Process Improvement & Optimisation

  • Identify opportunities to enhance processes, controls, and reporting efficiencies within investment finance.
  • Support implementation of system improvements and finance transformation initiatives.
  • Drive standardisation and automation of investment reporting processes.

• Team Support & Capability Building

  • Provide guidance, mentoring, and technical support to Financial Officers.
  • Contribute to building a stronger investment finance capability within the team.
  • Support the Financial Manager in delivering on operational and strategic finance objectives.

• Cross-functional Alignment (Banking & Investments context)

  • Collaborate across banking and investment finance teams to ensure alignment and consistency in reporting and processes.
  • Support structural changes and realignment within the finance function.

• BCom Honours in Accounting / Finance or equivalent
• Professional qualification (CA(SA), CIMA, or equivalent) advantageous