Finance Business Partner

**1. Act as financial custodian for EPPF**
- Determine and implement policies, procedures and processes for Finance in line with the wider EPPF Finance policies, regulatory/statutory requirements and good practice
- Periodically review the extent to which policies, procedures and processes are adhered to and take corrective action where needed.
- Establish and implement the necessary governance and decision-making frameworks within Finance.
- Perform the role of custodian of signing authorities in accordance with agreed delegation of authority.
- Provide detailed, accurate information for internal and external audit purposes within specified deadlines.

**2. Manage the budgeting process**
- Lead the process of forecasting annual capital and operational expenses, in line with corporate policy, achieving accurate forecasts.
- Manage costs against approved budget, providing meaningful variance analysis reports.
- Monitor that expenditure aligns with budget, investigate methods to contain / reduce costs as appropriate.
- Identify cost per member on a regular basis.

**3. Conduct Financial Reporting**
- Draft monthly management accounts and flash reports, as required.
- Develop monthly financial statements and Exco reports and submit to relevant Management, Executive and Fund Committees for approval, reflecting accurate information by due dates.
- Develop Annual Financial Statements and Integrated Report for CFO finalisation and approval according to schedule and in compliance with accounting standards.

**4. Stakeholder management and finance business partnering support to CFO and FM and Pension Administration Executive**
- Assist the CFO and FM to execute financial policy reviews, operational activities and stakeholder management to enable the strategic focus the CFO position requires.
- Understand the EPPF and particularly the Pension Administration’s revenue and/or cost drivers and advise on performance improvement initiatives, preparing business case financial analyses and making subsequent recommendations to the CFO and Pension Fund Executive
- Where necessary, stand in for the FM when time or operational requirements require this.
- Manage the relationship and activities performed with Standard Bank.

**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.

**6. Oversee Accounts Receivable and Payable and Cash Management**
- Ensure vendor records are correctly recorded and up to date at all times.
- Monitor accuracy of vendor payments, including staff deductions within stipulated time frames.
- Monitor the aging of the debtors’ book in line with the policy and address any key deviations to stipulated limits.
- Review and approve bank cash reconciliations to ensure receipts of all monies.
- Authorise specific actions related to investments administration and payments to ensure that these processes function effectively.
- Check that requisitions are approved as required and appropriate.
- Ensure that the EPPF continues to have sufficient funds to operate, cash flow remains in line with expected projections.
- Monitor that sufficient amounts are guaranteed and that there are no overdrafts.

**7. Manage Accounting processes**
- Ensure accurate and timely of posting and updating to General Ledger.
- Oversee the maintenance of the chart of accounts and accounts groups in terms of completeness and accuracy.
- Oversee month-end and year-end journal entries in accordance with stipulated policy and procedure.
- Check reconciliations and make necessary corrections.
- Perform consolidations, reflecting accurate information by due dates.
- Achieve close off periods, as scheduled.

**8. Oversee Asset Management**
- Ensure that the Maintain Asset Master is maintained on an on-going basis and that information is up to date.
- Check that depreciation of assets is calculated in line with the depreciation policy.
- Deal with escalated issues regarding asset management appropriately.

**9. People Leadership**
- Manage planning of resource requirements, ensure sufficient capable resources are in place to meet service delivery demands, maintaining the effective and efficient capability of the department.
- Build a high performing team where the best people are deployed in the right roles and deliver against strategy.
- Ensure that all emplo