1.Budgeting and Forecasting
- Develop, maintain, and monitor annual budgets in alignment with strategic objectives.
- Perform financial forecasting, scenario analysis, and variance analysis to assess financial performance.
- Provide insights on cost efficiencies and financial risks to support business decisions.
- Collaborate with stakeholders to align financial planning with organisational goals.
- Present budget reports and forecasts to senior leadership.
2.Integrated Annual Report
- Assist in the preparation and consolidation of the organisation’s Integrated Annual Report.
- Ensure financial data is accurately represented and aligned with corporate governance and reporting standards
- Collaborate with internal and external stakeholders to gather financial and non-financial data for comprehensive reporting.
- Support transparency and compliance with regulatory and industry reporting standards.
3.Sustainability Reporting
- Collect and analyse sustainability-related data for reporting purposes.
- Ensure compliance with global sustainability standards, the JSE standards and ESG (Environmental, Social, and Governance) frameworks.
- Support initiatives that align financial performance with long-term sustainability goals.
- Assist in developing financial models that incorporate sustainability metrics and impact assessments.
4.Value-for-Member Initiatives and Reporting
- Identify and evaluate initiatives that enhance value for stakeholders, ensuring cost-effectiveness and efficiency.
- Track financial impact and return on investment for the member base.
- Develop reports that highlight financial benefits and strategic alignment of value-driven initiatives.
- Work cross-functionally to integrate member-value perspectives into business strategies and reporting frameworks
5.Provide financial governance and oversight for EPPF projects
- Provide financial representation and oversight for strategic EPPF projects ensuring that business case ROI is effectively tracked and reported on compliance to key governance requirements, including King IV.
- Plan and lead finance projects to ensure that they are successfully implemented against plan and managed within cost and time constraints.
- Check that effective structures are in place for finance projects and that project milestones and objectives are met.
- Monitor that Finance project risks and benefits are clearly defined.
- Communicate with relevant stakeholders to ensure that finance projects are aligned within the context of the EPPF and comply with objectives.
- Actively be involved with the automation of reports with the Finance Department (Data Warehouse utilisation).
- Providing support to the Financial Manager on EPPF Strategic initiatives and milestones.
- Providing support to CFO on strategic initiatives, as and when the need arises.
TECHNICAL COMPETENCY REQUIREMENTS
- Strong financial modelling, analysis, and reporting skills.
- Knowledge of sustainability reporting frameworks
- Understanding of integrated reporting principles and corporate governance.
- Excellent communication and stakeholder management skills.
- Business acumen
- Advanced Excel
REQUIRED MINIMUM EDUCATION/TRAINING
- Finance Related Qualification
- CA (SA) would be advantageous
REQUIRED MINIMUM WORK EXPERIENCE
- At least 3 - 5 years job-related experience within a Financial Services institution.
- Pension Fund Industry will be advantageous.
BEHAVIOURAL COMPETENCY REQUIREMENTS
- Leadership
- Self-mastery
- Executes with excellence
- Customer centric
- Agile
