Financial Director

An International Family Office situated in Cape Town, is currently looking for a Financial Director with strong capabilities and appropriate work experience to join their team.



* Responsible for the cash management function of entities operating in various jurisdictions and to manage flow of funds to meet capital calls and investment objectives
* Responsible for all legal and statutory compliance
* Due diligence on any private equity investments including reviewing documentation and financials
* Member of the Investment Committee
* Actioning decisions made by the investment Committee- KYCC/AML onboarding, review of subscription agreements
* Responsible for all banking and ensuring all documentary compliance (KYC/AML) is maintained and kept up-to-date
* Bank financing of existing assets and future investments
* Submission of quarterly bank compliance reports and management accounts
* Insurance of current and future assets, including ensuring continuous compliance with all policies
* Manage accounting information systems
* Manage the office’s accounts receivable including periodic invoicing of tenants
* Manage the offices accounts payable, including the processing of local payments
* Review of monthly management accounts
* Review of annual financial statements
* Monthly payroll review and sign-off
* Reviewing legal and commercial agreements and terms
* Manage the office (automation, petty cash, staff and groceries)
* General office admin
* Manage the finance calendar-ensuring all deadlines are met (internal, external, regulatory, service provider agreements, payments)
* Corporate secretarial- keeping registers up to date for the various entities/working with the service provider to achieve this
* Co-ordination of trustee signatures as required
* HR for all staff. Dealing with contracts-hiring and firing and compromise and confidentially agreements
* Managing and storing all data- hard copy and electronic, historic tax, property, investment and personal records
* All tasks requested by the Chief Operating Officer

Project Work:

* Reconcile historic investments and loan accounts
* Design and populate an insurance summary schedule
* Participating in the design, development, delivery and maintenance of best-in-class property management policies and practices
* Participating in efficiency/profitability improvement initiatives for various entities
* Ad hoc advice on property acquisitions/disposal, project managing and liaison with lawyers
* Consulting with and coordinating all third-party advisors and service providers
* General ad hoc advice arising

Tax and VAT

* Review of local and offshore VAT returns
* Review of local and offshore tax returns
* Manage international transfer pricing compliance
* Working and consulting with external advisors as required, structuring solutions to maintain tax compliance
* Tax planning and reporting

Reporting and Communication:

* Direct line report to the Chief Operating Officer

Personal Characteristics:

* Self-starter with a can-do attitude
* Ability to work under pressure
* Methodical, structured and detail orientated
* Strong problem-solving capabilities
* Understanding of the FO environment, in particular the need for discretion and confidentiality

Required Capabilities:

* Computer literate
* Financial modeling skills
* Top academic achievement

Ideal Qualifications and Work Experience:

* CA (SA) or CFA
* Minimum 5 years post articles experience
* 3 Years Real Estate experience