Financial Planner: Reporting

The primary purpose of this role is to provide accurate, relevant, timeous and insightful analytical financial information that enhances financial awareness and enables appropriate business decision making.

**Key Duties & Responsibilities**:

- Preparation of standardised reporting packs for the various stakeholders on a monthly, quarterly and annual basis.
- Review cross functional financial accounting functional data and provide insightful analysis to enable transactional and process optimisation
- Identification of opportunities to eliminate process inefficiencies within the department and implementing solutions that drive continuous process improvement
- Support of financial accounting system enhancement projects to improve the efficiency and effectiveness across the department
- Prepare and report on process compliance across Financial accounting, including but not limited to internal policies, processes, SOX, IFRS, internal and external audit as well as other SA regulatory bodies
- Benchmarking CCBSA financial accounting processes and data against industry best in class business practices, KPI’ and transformation activities
- Identify and communicate best practice opportunities for implementation
- Develop and roll out standardised reporting templates to facilitate standardisation
- Attendance of stock counts and ensure compliance to hard close and year end procedures
- Assistance with ad-hoc activities within the department

**Skills, Experience & Education**:

- BCom Honours or
- Chartered Accountant of South Africa - CA(SA)
- 4 years’ operational finance experience.
- Previous experience in managing a complex reporting function an advantage.

**General**:
**Integrity and Trust**

Is widely trusted; is seen as a direct, truthful individual; can present the unvarnished truth in an appropriate and helpful manner; keeps confidences; admits mistakes; doesn’t misrepresent him/herself for personal gain.

**Ethics and Values**

Adheres to an appropriate (for the setting) and effective set of core values and beliefs during both good and bad times; acts in line with those values; rewards the right values and disapproves of others; practices what he/she preaches.

**Customer Focus**

Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with customers and gains their trust and respect.

**Timely Decision**

Making Makes decisions in a timely manner, sometimes with incomplete information and under tight deadlines and pressure; able to make a quick decision.

**Comfort Around Higher Management**

Can deal comfortably with more senior managers; can present to more senior managers without undue tension and nervousness; understands how senior managers think and work; can determine the best way to get things done with them by talking their language and responding to their needs; can craft approaches likely to be seen as appropriate and positive.

**Approachability**

Is easy to approach and talk to; spends the extra effort to put others at ease; can be warm, pleasant, and gracious; is sensitive to and patient with the interpersonal anxieties of others; builds rapport well; is a good listener; is an early knower, getting informal and incomplete information in time to do something about it.

**Action Oriented**

Enjoys working hard; is action oriented and full of energy for the things he/she sees as challenging; not fearful of acting with a minimum of planning; seizes more opportunities than others.

**Interpersonal Savvy**

Relates well to all kinds of people, up, down, and sideways, inside and outside the organization; builds appropriate rapport; builds constructive and effective relationships; uses diplomacy and tact; can diffuse even high-tension situations comfortably.

**Organizing**

Can marshal resources (people, funding, material, support) to get things done; can orchestrate multiple activities at once to accomplish a goal; uses resources effectively and efficiently arranges information and files in a useful manner.

**Knowledge**
- International Financial Reporting Standards (IFRS) reporting standards and Generally Accepted Accounting Principles used to regulate reporting standards.