Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

An exciting opportunity exists to join Old Mutual Wealth Unit Trust Management Company Team. 

This role will report to the Financial Manager of the Unit Trust Management Company team. It requires an individual with a passion for financial management, driving reporting timelines of financial results and execution on the business plan, while managing governance and compliance at an operational level. This position is individually accountable for achieving results through others, over periods of three months to one year.  

Key responsibilities will include amongst others the following:

Supporting the Financial Manager on the interpretation of complex financial data and predictive results, providing commentary on financial results and implications and advises on corrective action to be taken.

Develops, reports on, and interprets cost drivers, KPIs and benchmarks.Generating internal management reports.Analyses and reports on variances.Interacting with business unit line managers on financial outcomes, expense trends, etc.Audit management, tax management as well as governance and compliance.Responsibility for audit liaisons as per tax, legislative and statutory requirements.Ensuring tax workings and returns are in line with Group Tax and statutory requirements.Supporting the execution of a business plan.Accountability for governance and compliance at an operational level.Maintaining suitable financial control environment.Providing insights into accounting policies and technical opinions, where relevant.Provides training and support to junior staff members, to ensure accurate and timely reporting and effective operational delivery.Continuous evaluation of finance processes and driving process optimisation within the relevant teams.Providing input into adhoc projects, directly within or outside of the broader Finance team.Collaboration with business teams to interpret and understand business processes, to understand the financial implications on business decisions.

Qualifications, Skills and Experience required:

Chartered Accountant or similar qualification (with 4-5 years post article experience), preferably from a large audit firm. Financial Services, with specific background to asset management experience is preferred.HFM/OneStream experience is desirable.IT skills with an aptitude and eagerness to learn various IT applications and platforms.Strong work ethic, self-motivated and demonstrable high standards of achievement.Strong interpersonal skills and ability to work in diverse teams as well as independently.Ability to work in a fast-paced environment, with multiple priorities and deliveries with tight deadlines.Ability to work with complex financial data sets and provide insights and recommendations.Excellent attention to detail.Working in a matrix structure.

Manage the maintenance of the organisation's general ledger and accounting records.

ResponsibilitiesFinancial Policies, Guidelines, and Protocols

Create a plan to deliver and review financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.

Financial Management and Control

Develop and/or deliver a plan for significant aspects of the financial management and/or control process.

Financial Information Systems

Plan and deliver financial systems changes and manage the team on a day-to-day basis to meet project timelines and quality and budget requirements. Engage with finance users to identify requirements, and work with the team to design solutions.

Data Collection and Analysis

Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.

Leadership and Direction

Communicate the actions needed to implement the function's strategy and business plan within the team; explain the relationship to the broader organization's mission, vision, and values; motivate people to commit to these and to do extraordinary things to achieve local business goals.

Operational Compliance

Monitor and review performance and behaviors within area of responsibility to identify and resolve noncompliance with the organization's policies and relevant regulatory codes and codes of conduct.

Business Planning

Contribute to the development of annual and longer-term business plans; forecast performance against business key performance indicators (KPIs); develop business cases for key activities/projects; and estimate the financial and human resources required to deliver performance targets.

Performance Management

Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives.

Organizational Capability Building

Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities. Provide informal training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential.

Budgeting

Develop and/or deliver budget plans with guidance from senior colleagues.

Information and Business Advice

Provide specialist advice on the interpretation and application of policies and procedures, resolving complex or contentious queries and issues and enabling others to take appropriate actions.

Skills

Accounting, Action Planning, Budget Management, Business Requirements Analysis, Data Compilation, Data Controls, Evaluating Information, Financial Accounting, Financial Acumen, Financial Analysis, Financial Auditing, Financial Modeling, Management Accounting, Report Review

Competencies

Builds Effective Teams

Business Insight

Communicates Effectively

Ensures Accountability

Financial Acumen

Manages Complexity

Optimizes Work Processes

Organizational Savvy

Education

NQF Level 9 – Masters

Closing Date

02 January 2025 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

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