Finance Business Partner

2 months ago

Cape Town, South Africa Stonehage Fleming Full time

Description

OVERALL OBJECTIVE

The Finance Business Partner (FBP) is responsible for supporting the multiple business lines including Corporate Services, Legal and Tax Advisory, Private Market Advisory, Group Facilities and Group IT. The mix of stakeholders may change over time based on the needs of the business. The FBP works closely with the management of each of these areas to help them achieve their financial and strategic objectives. This is accomplished through the provision of value-add management information and insight into the financial performance of the division, identification of potential areas for improvement, and analysis that increases understanding of the profitability of clients, teams, and individual relationship managers. 

KEY WORKING RELATIONSHIPS

This FBP role will report to the Senior Finance Business Partner in the Cape Town office. The role requires close engagement with the Heads of Corporate Services, Legal and Tax Advisory, Group IT and the Family Office division COO as well as department heads and client relationship managers in each individual office and across multiple jurisdiction. Strong working relationships will also need to be developed with each area of Group Finance including Financial Control, FP&A, Finance Systems and MI and Accounts Receivable, as well as other central group functions

Key Responsibilities PRINCIPAL RESPONSIBILITIES

• Prepare monthly financial and operational MI for each business unit and local office where applicable including information on financial performance, revenues and expenses, front office productivity, new business, etc. with insightful commentary on performance and explanation of material variances to budget, forecast, and prior year.
• Present these results each month to the Heads of each business unit and to individual department heads and regional executive committees as needed
• Prepare additional periodic and ad-hoc reporting as required by each business area.
• Provide information and commentary on the division’s financial performance and KPIs to the FP&A team for inclusion in monthly reporting to the Group Exco and Board.
• Continuously increase knowledge of the business and leverage this to identify opportunities to improve operating processes, increase revenue, improve efficiency, reduce costs, and/or reduce risk
• Work together with the business and with the Finance Systems and MI team to further develop the measurement of the profitability of clients, encompassing the total revenue and contribution earned from all of the group’s services
• Enhance the tracking and reporting of project spend, capital expenditure and spend by vendor for Facilities and Group IT, particularly the latter which is expected to become an area of focus as the group increases its investment in technology, automation and AI
• Take an active role in regular reviews of client and RM profitability, helping to identify opportunities and specific actions to increase profitability and tracking delivery 
• Prepare the annual budgets and business plan for each area, ensuring that all revenue, cost, and new business targets and investment spend are backed by a sound business case and adequate challenge.
• Work with FP&A and Finance Systems and MI teams to create efficient process for periodic re-forecasting and longer-term projections as required by the Board

SKILLS, BEHAVIOURS AND COMPETENCIES

• Self-starter with high level of energy and ability to multi-task and meet multiple deadlines
• Confidence to interact with and challenge all levels of management within the organisation
• Honesty and integrity
• Excellent attention to detail
• Commercially minded with ability to interpret data and present conclusions clearly 
• Strong communication skills both verbal and written
• Strong PowerPoint presentation skills
• Advanced Excel skills including ability to build financial models
• Experience using analytical tools such as Power BI, Power Pivot or comparable reporting tools
• Keen interest in investment, family office, and wealth management industries 

QUALIFICATIONS AND EXPERIENCE

• Professional accounting qualification (ACA, CIMA, ACCA or equivalent) is preferred
• 5+ years’ experience in similar roles demonstrating increasing responsibility / scope of role
• Previous experience within the Financial Services or Family Office industries is strongly preferred

Education LevelDegree or EquivalentExperience LevelSeniorBenefits

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