Financial Controller

Sanlam Investment Group:
The Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure and prosperous. Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively and passively managed, to develop investment solutions that are in our clients’ best interests and have a positive impact on society.

Sanlam Investments Multi-Manager
As Solutions Architects, we believe that through an in-depth understanding of our clients’ needs, combined with our ability to construct portfolios which optimally blend multiple investment strategies and sources of risk and return, we enable our clients to achieve their desired investment outcomes.

With logical thinking and excellent numerical skills, provide support to the Financial Manager in the execution of his/her responsibilities, including:

1. Verifying and allocating details of business transactions to accounts
2. Receiving invoices from suppliers, checking reasonability and processing
3. Calculating and processing invoices for fee income
4. Ensuring collection of income
5. Completing reconciliations
6. Reviewing completeness and accuracy of financial record keeping
7. Managing expenses against budgets and reporting back to management
8. Compiling reports to management
9. Resolving payment and invoicing queries
10. Completing rebate calculations
11. Assisting with month-end procedures, including provisions and reporting
12. Assisting internal and external auditors with their requests
13. Assisting with annual budget processes
14. Following up on outstanding receivables/payables
15. Checking and authorizing broker payments
16. Ad hoc requests
17. Completing and submitting asset and flows report (portfolio list)
18. Manager fee expense reasonability checks and payments, and liaising with managers to resolve differences.

What will make you successful in this role?

• Accounting degree
• 3 – 5 years in a similar role in the financial services industry

Qualification and Experience

Grade 12 with 3 to 5 years related experience.

Knowledge and Skills

Recording of financial transactions, reconciliations, query resolution, compliance with SOP's and SLA's, authorisation of transactions within mandates.

Personal Attributes

Manages conflict, demonstrates self-awareness, optimises work processes, action-oriented.

Core Competencies

Cultivates innovation, customer focus, drives results, collaborates, being resilient.

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.