Senior Finance & Investment Manager (CA/SA)
Cape Town, Western Cape, South Africa
Full Time
6 hours ago
Key skills
AgileBudgetingSales
About this role
A progressive, growth-stage alternative investment business specializing in private equity and tailored funding solutions for the SMME sector. They manage complex investment fund vehicles and operate with a high level of technical governance. Driven by a lean and highly efficient team, they focus heavily on market distribution through professional networks while maintaining rigorous financial controls internally.
The
Senior Finance & Investment Manager
Role is a unique, dual-mandate role designed for an agile CA(SA) who thrives at the intersection of commercial execution and technical financial management. This is not a pure back-office finance role and not a pure sales role.
As a key resource in this growth-stage investment environment, you will split your focus between market-facing fund instrument distribution and complete inward-facing coordination of the internal finance function. You will act as a critical bridge between investment finance, tax, legal compliance, and external advisory networks.
Key Responsibilities;
Commercial Marketing & Fund Distribution
- Channel & Partner Engagement: Build and manage relationships with accounting firms, advisors, and referral partners to unlock SMME client and investor opportunities.
- Technical Product Translation: Explain the structure, purpose, risk parameters, and accounting implications of complex fund instruments clearly to financially literate audiences.
- SMME Client Onboarding: Participate directly in meetings with SMME owners and executive teams to assess fit, answer financial questions, and navigate onboarding discussions.
- Commercial Collateral Creation: Prepare, review, and refine high-quality pitch decks, product summaries, FAQs, term sheets, and investor-facing materials.
- Market Feedback Loop: Capture market objections, adoption barriers, and pricing feedback to continuously refine product positioning and distribution strategy.
Internal Financial Function Coordination
- Monthly Finance Cycle: Coordinate and execute management accounts, journals, reconciliations, and variance analysis while strictly meeting close timelines.
- Cash Flow & Budgeting: Own and manage corporate budgets, forecasts, rolling cash flow projections, and funding requirements.
- Financial Controls & Governance: Implement and maintain scalable finance processes, approval workflows, and documentation standards.
- Audit, Tax, & Statutory Submissions: Coordinate annual financial statements, audit requests, tax submissions, and statutory filings with external advisors.
- Fund & Instrument Accounting: Review and oversee the accurate accounting treatment of fund instruments, management fees, distributions, drawdowns, and capital accounts.
- Stakeholder & Board Reporting: Prepare insightful financial packs and reporting materials for executive management, shareholders, and fund investors.
Requirements
- Professional Qualification: Valid CA(SA) designation with a rock-solid technical accounting foundation.
- Targeted Industry Background: Prior experience inside (or providing deep advisory exposure to) private equity, venture capital, corporate finance, or alternative investment funds.
- Financial Instruments Depth: Practical working knowledge of PE/SMME funding instruments, including ordinary equity, preference shares, shareholder loans, convertible notes, and mezzanine-style funding.
- IFRS Mastery: Strong technical capability in the IFRS treatment of financial instruments, covering classification, measurement, fair value, and embedded features.
- Commercial Agility: Proven capability to translate dense investment, tax, and fund concepts into clear, practical messages for non-specialist commercial audiences.
- Hands-On Finance Ownership: Direct experience running or coordinating a complete financial function from daily processing up to board-level reporting packs.
- Working Style: High capacity for structured, self-directed remote execution paired with the willingness to travel frequently for strategic client meetings and roadshows.