Key Purpose
Responsible for reporting on and monitoring Discovery Invest's financial performance through monthly management accounts and annual financial statements. Deliver accurate, relevant, and value-adding financial insights to support decision-making, ensure compliance with accounting standards and regulatory requirements, and strengthen internal financial controls.
Key Responsibilities (Simplified)
Prepare and review monthly financial reports for senior leadership.
Analyse financial results and provide insights to support decision-making.
Prepare financial statements in line with accounting standards (IFRS) and regulations.
Combine (consolidate) financial results for unit trusts and investment funds.
Submit financial data using OneStream for group reporting.
Ensure the business meets regulatory requirements for capital adequacy.
Prepare Budgets and forecast (income, expenses, assets, etc.).
Analyse differences between actuals and budget and review with managers.
Prepare asset allocation and regulatory reports (e.g. SAM, Stats SA, ASISA).
Compile required financial disclosures (e.g. IFRS 7 reporting twice a year).
Education and Experience
Newly Qualified CA(SA)
Financial Services Experience
Knowledge of IFRS 17 will be advantageous